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NASDAQ · MORNFinancialsSecurities & Investments

Morningstar, Inc. (MORN)

$244.25+3.19%
Close Nov 4, 2026 · split-adjusted
Nov 4, 2026$244.25▲ 15.39% in range
Nov 4, 2025Low $141.84 · High $244.25Nov 4, 2026
What changed · written from our data
As of Nov 4, 2026

Morningstar closed at $244.25 on Nov 4, up 3.19% — matching its 52-week closing high. Volume of 254.4K shares was 0.98× its 20-day average (close to normal).

Split-adjusted performance: +24.8% over one month, +45.7% over six months, +14.5% over one year.

In the quarter ended Sep 30, 2026, revenue was $672.10M, up 8.9% from a year earlier, with a net margin of 17.2%.

Short interest was 1.2M shares at the Oct 15 settlement, down 12.7% from the prior report (6.6% of float, 4.9 days to cover).

Market cap$9.06B37.1M shares
Revenue · quarter$672.1M+8.9% YoY
Diluted EPS$3.06+41.0% YoY
P/E · TTM20.3×P/S 3.5×
Net margin17.2%Gross 64.2%
Dividend yield0.82%$0.5 last paid
52-week range141.84 – 244.250.0% from high
Volume254.4K0.98× 20-day avg
Volatility · 60d36.9%Annualised
Short % of float6.6%4.9 days to cover
Net cash-$1.15BCash $524.6M
Next earnings—Not scheduled
Split-adjusted performance
1W +13.7%1M +24.8%3M +24.3%6M +45.7%YTD +12.4%1Y +14.5%3Y −2.8%5Y −20.1%

Earnings reactions

History →

No reported quarters with price history yet.

Rank within Securities & Investments

Percentile among 80 companies (100 = best)

6-month momentum97
Revenue growth35
Net margin62
Value (low P/E)48
Size58

Industry medians: 6-month return +2.7%, revenue growth +12.2%, net margin 13.3%, P/E 20.1×.

Short interest

Details →
Shares short1.2M−12.7% vs prior
Days to cover4.9Settled Oct 15
% of float6.6%
Short vol. 10d65.5%of daily volume

Closest peers by size in Securities & Investments

CompanyPriceToday6MRev. growthNet marginP/EMkt cap
MORNMorningstar$244.25+3.19%+45.7%+8.9%17.2%20.3$9.06B
TPGTPG$50.16+3.66%+11.4%+100.0%3.9%50.3$9.04BCompare
AMGAffiliated Managers Group$364.49−1.35%+19.1%+29.9%29.0%11.0$9.43BCompare
HLIHoulihan Lokey$154.06+4.99%+4.6%+4.8%15.8%26.5$10.69BCompare
SFStifel Financial$72.94+6.26%−7.1%+9.9%13.3%11.9$10.95BCompare
VCTRVictory Capital Holdings$120.19+3.84%+46.1%+24.0%24.2%20.9$7.39BCompare
OWLBlue Owl Capital$10.65+3.10%+1.0%+10.8%2.5%77.0$7.28BCompare
JEFJefferies Financial Group$51.17+5.37%−1.1%+11.1%7.5%14.5$11.75BCompare
FRHCFreedom Holding$186.82−0.01%+32.4%+20.5%9.5%77.1$11.92BCompare

News about Morningstar

All news →
Interactive Brokers Group vs. Morningstar: Which Financial Stock Is a Better Buy for 2027?The Motley Fool · 18h agoNeutralCoinbase Global vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?The Motley Fool · 5d ago▲ PositiveRobinhood Markets Reports Earnings on Oct. 27. Is It a Better Buy Than Morningstar?The Motley Fool · Oct 14, 2026NeutralCME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?The Motley Fool · Sep 16, 2026NeutralPrediction: Morningstar (MORN) Stock Will Be Worth More Than $13 Billion by 2031 -- 73% Higher Than Its Recent Value. Here's the Math.The Motley Fool · Sep 11, 2026▲ Positive

Quick answers

What does Morningstar do?
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data.
What is MORN's market cap?
$9.06B, based on the Nov 4 close of $244.25.
What is MORN's P/E ratio?
20.3× trailing-twelve-month earnings of $445.50M.
Does Morningstar pay a dividend?
Yes. The latest regular dividend was $0.5 per share (ex-date Oct 2), an annualised yield of 0.82%.
How much of MORN is sold short?
1.2M shares, 6.6% of float, as of Oct 15, 2026.
What sector is MORN in?
Financials, in the Securities & Investments industry.

About Morningstar

Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.

HQ: Chicago, IL10,973 employeesListed May 3, 2005morningstar.com

Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology