# Morningstar, Inc. (MORN)

> Source: Nexqual · https://nexqual.com/MORN · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, Morningstar, Inc. (MORN), nexqual.com/MORN" · informational, not investment advice.

**Price:** USD 209.24 (+2.59% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 203.96 · day 206.54–209.38 · 52w 141.49–223.79 · market cap $7.85B · NMS

## Key facts
- 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)
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
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)
|  | 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) |

## Peers (Financial Data & Stock Exchanges)
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%

## More
Full page: https://nexqual.com/MORN · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt