Morningstar, Inc. (MORN) Stock Price & Analysis
Morningstar, Inc. (MORN) closed at USD 209.24 on Thursday, October 15, 2026, up 2.59% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 203.96; the Oct 15, 2026 session ranged USD 206.54–209.38 on volume of 216,707 shares. Market capitalization is $7.85B, with a 52-week range of USD 141.49–223.79 (NMS). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/MORN.md
Key facts (MORN)
- 1 of 80 tracked superinvestors hold MORN (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Analysts: Buy (mean 2.33 on a 1–5 scale) (3 analysts), mean target USD 239 (range 220–260).
- Total return with dividends: 1Y +0.4% vs S&P 500 +18.1%; 5Y -20.9% vs S&P 500 +85.1%.
- Next earnings: 2026-10-28, EPS estimate USD 3.04, revenue estimate $665M.
Superinvestors (SEC 13F-HR, Q2 2026) (MORN)
1 of 80 tracked investors hold MORN. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Robert Vinall | RV Capital GmbH | 0.15% | $577K | Unchanged |
Analysts (MORN)
Consensus Buy (mean 2.33 on a 1–5 scale), 3 analysts; mean target USD 239 (low 220, high 260).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | BMO Capital | Target raised | Outperform | $230 → $237 |
| 2026-07-07 | UBS | Target lowered | Buy | $280 → $260 |
Total return (dividends reinvested) (MORN)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | +0.4% | -20.9% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | +0.4% | -4.6% |
| Volatility (annualized) | 41.0% | 33.1% |
| Max drawdown | -35.7% (Oct 2025→Jun 2026) | -56.6% (Dec 2024→Jun 2026) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 209.24 |
|---|---|
| Change | ▲ 2.59% (up) |
| Previous Close | USD 203.96 |
| Open | USD 206.54 |
| Day Range | USD 206.54 – 209.38 |
| 52-Week Range | USD 141.49 – 223.79 |
| Volume | 216,707 shares |
| Market Cap | $7.85B |
| Exchange | NMS |
Technical Analysis (MORN)
Nexqual's technical model rates MORN "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 56.87 (neutral) |
| vs SMA50 | Above (USD 203.11) |
| MACD | 1.37 (positive) |
Analyst Ratings (MORN)
Wall Street analysts rate MORN "Buy" based on 3 analysts, with a mean price target of USD 239 (range USD 220–260), per Nexqual as of October 16, 2026 at 05:19 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 239 |
| High Target | USD 260 |
| Low Target | USD 220 |
| Buy / Hold / Sell | 2 / 1 / 0 |
Earnings (MORN)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 3.04 |
| Revenue Estimate | $664.75M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.1 vs est 2.83 ▲ beat |
| 2026-03-31 | USD 3.18 vs est 2.66 ▲ beat |
| 2025-12-31 | USD 2.71 vs est 2.36 ▲ beat |
| 2025-09-30 | USD 2.55 vs est 2.42 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financials & Fundamentals (MORN)
| Total Revenue | $2.57B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +9.60% |
| Gross Margin | +62.24% |
| Operating Margin | +24.22% |
| Profit Margin | +16.43% |
| ROE | +31.96% |
| Debt / Equity | 1.86 |
| Current Ratio | 1.06 |
| Total Cash | $523.80M |
| Total Debt | $1.90B |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $442.60M (18.1% of revenue) |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financial Health Score (MORN)
Nexqual rates Morningstar, Inc.'s overall financial health "Solid" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 62%, operating 24% |
| Balance Sheet | Weak — $524M cash vs $1.90B debt |
| Cash Flow | Strong — FCF $443M (FY ended Dec 2025, 10-K), 18% margin |
| Efficiency | Strong — ROE 32%, ROA 9.6% |
Ownership (MORN)
| Insider Ownership | +49.67% |
|---|---|
| Institutional Ownership | +66.50% |
| Shares Outstanding | 37.51M |
| Float | 19.58M |
| Short % of Float | +6.34% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Leadership (MORN)
Morningstar, Inc. is led by Kunal Kapoor C.F.A. (age 50), CEO & Director, per Nexqual as of October 16, 2026 at 05:19 UTC.
| CEO & Director | Kunal Kapoor C.F.A. (age 50) |
|---|---|
| Founder & Executive Chairman of the Board | Joseph D. Mansueto (age 69) |
| Chief Financial Officer | Michael John Holt C.F.A. (age 45) |
| Director of Investor Relations | Sarah Bush |
Major Backers & Investors (MORN)
Notable institutional backers of Morningstar, Inc. include BAMCO Inc., BARON SELECT FUNDS-Baron Partners Fund, Wellington Management, according to Nexqual as of October 16, 2026 at 05:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| BAMCO Inc. | 9.33% |
| BARON SELECT FUNDS-Baron Partners Fund | 6.99% |
| Wellington Management | 3.98% |
| Morgan Stanley | 3.96% |
| AQR Capital Management, LLC | 3.48% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 2.25% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.02% |
| BlackRock | 7.61% |
| State Street | 1.91% |
| Geode Capital | 1.54% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| FDS | FactSet Research Systems Inc. | USD 301.83 | ▲ 3.79% |
| TRU | TransUnion | USD 74.12 | ▲ 9.82% |
| CBOE | Cboe Global Markets, Inc. | USD 308.09 | ▲ 5.42% |
| MSCI | MSCI Inc. | USD 575.09 | ▲ 2.54% |
| COIN | Coinbase Global, Inc. | USD 183.81 | ▲ 1.11% |
| NDAQ | Nasdaq, Inc. | USD 93.5 | ▲ 0.02% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 UTC. This page is informational and not investment advice.
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