Morningstar Inc

Morningstar Inc

MORN - Insider Information

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Market Cap$9.06B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Morningstar IncMorningstar Inc21.20.82%43%3.52.4
$189.09

Current Fair Value

22.6% downside

Overvalued by 22.6% based on the discounted cash flow analysis.

Insider Trades

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Congress Trades

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Share Statistics

Market cap$9.06 Billion
Enterprise Value$11.04 Billion
Annual dividend$2.00
Dividend yield0.82%
Earnings per Share$8.93
Beta1.02
Outstanding Shares37,400,000

Return

Return on Equity43.44%ROE
Return on Assets11.28%
Return on Invested Capital21.65%

Valuation & Multiples

P/E Ratio21.19P/E Ratio
PEG81.23PEG
Price to Sales3.49Price to Sales
Price to Book Ratio9.04Price to Book Ratio
Enterprise Value to Revenue4.19
Enterprise Value to EBIT17.37
Enterprise Value to Net Income24
Total Debt to Enterprise0.22
Debt to Equity2.42Debt to Equity

Revenue Sources

No data

Last Earnings Call

Report Date
October 28, 2026
EPS Estimate
$3.04
Consensus analyst estimate
Revenue Estimate
$664.75 M
Consensus analyst estimate

Next Earnings Call

Expected Date
February 25, 2027
EPS Estimate
$3.36
Consensus analyst estimate
Revenue Estimate
$697.18 M
Consensus analyst estimate

Institutional Put/Call Ratio

Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.

Put/Call Ratio0.0000▼ 301.83%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %8.33%▼ 56.41%
Total Invested$598.59M▼ 84.32%
Investors Holding196▼ 232.00%

About Morningstar Inc

CEO: Kunal Kapoor

Morningstar Insider Information FAQ

Stockcircle tracks 9 top investors with a current 13F position in Morningstar. Notable holders include Bridgewater Associates. Holdings come from the latest quarterly 13F filings filed with the SEC.

In the latest 13F quarter on Stockcircle, 1 top investor reduced or sold among tracked top investors. Changes are based on reported share counts in their quarterly filings, not day-to-day trading.

Stockcircle shows 28 open-market insider sales for Morningstar in the last six months from SEC Form 4 reports by executives, directors, and other insiders.

Stockcircle lists 9 politician trade disclosures tied to Morningstar in the last twelve months, drawn from periodic financial disclosure reports. 1 politician traded Morningstar in the past year.

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.