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MORN Morningstar, Inc. daily Stock Chart
MORN [NASD]
Morningstar, Inc.
Index- P/E19.65 EPS (ttm)3.72 Insider Own55.50% Shs Outstand43.49M Perf Week-7.03%
Market Cap3.18B Forward P/E20.66 EPS next Y3.54 Insider Trans-0.02% Shs Float19.10M Perf Month-6.16%
Income161.00M PEG1.23 EPS next Q0.70 Inst Own38.50% Short Float0.83% Perf Quarter-2.38%
Sales798.60M P/S3.98 EPS this Y24.20% Inst Trans0.17% Short Ratio2.52 Perf Half Y3.47%
Book/sh16.20 P/B4.51 EPS next Y11.32% ROA14.30% Target Price75.00 Perf Year-11.37%
Cash/sh6.99 P/C10.46 EPS next 5Y16.00% ROE24.50% 52W Range67.33 - 84.73 Perf YTD0.03%
Dividend0.92 P/FCF28.15 EPS past 5Y14.10% ROI12.40% 52W High-13.69% Beta0.73
Dividend %1.26% Quick Ratio1.60 Sales past 5Y4.80% Gross Margin56.90% 52W Low8.62% ATR1.77
Employees4595 Current Ratio1.60 Sales Q/Q5.30% Oper. Margin22.60% RSI (14)29.14 Volatility4.70% 2.29%
OptionableYes Debt/Eq0.36 EPS Q/Q91.50% Profit Margin20.20% Rel Volume1.02 Prev Close73.68
ShortableYes LT Debt/Eq0.36 EarningsApr 21 AMC Payout23.50% Avg Volume63.39K Price73.13
Recom3.00 SMA20-4.94% SMA50-6.80% SMA200-5.29% Volume64,351 Change-0.75%
Oct-31-08Downgrade Keefe Bruyette Outperform → Mkt Perform $67 → $40
May-02-08Upgrade Keefe Bruyette Mkt Perform → Outperform
Apr-28-17 01:35AM  Alphabet Fully Valued; Posts Strong First Quarter Morningstar
12:15AM  Intel Looks Pricey as Data Center Growth Looks Tepid Morningstar
Apr-27-17 06:02PM  These are the only 9 stocks Morningstar is fully bullish on MarketWatch
03:27PM  Swedroe: An Int'l Angle On Active Share ETF.com
11:27AM  Wikipedia's Wales Helps Kick Off Morningstar Conclave Investor's Business Daily
11:00AM  Morningstar Canada Named One of the 2017 "Best Workplaces in Canada" by Great Place to Work® Institute Canada for Fifth Consecutive Year PR Newswire
10:52AM  Morningstar Canada Named One of the 2017 "Best Workplaces in Canada" by Great Place to Work® Institute Canada for Fifth Consecutive Year CNW Group
Apr-26-17 08:28PM  There are only nine five-star U.S. stocks, but dont panic: Morningstar CEO MarketWatch
04:50PM  Does It Pay to Invest in Wide-Moat Stocks? Morningstar
04:45PM  Morningstar to Offer Differentiated Views on Risk PR Newswire
Apr-25-17 02:00PM  Electronics, Energy Sales Put 3M Off to a Strong Start Morningstar
Apr-24-17 02:00PM  Corporate Bond Market Holds Steady Morningstar
11:38AM  Hasbro Continues to Take Incremental Share in 2017 Morningstar
09:00AM  Morningstar Credit Ratings Announces Launch of Next Generation DealView® CMBS Monitoring Service PR Newswire
Apr-22-17 12:58AM  [$$] Morningstar's New Gambit: Opportunity, Controversy Barrons.com
Apr-21-17 04:14PM  Morningstar posts 1Q profit Associated Press
04:06PM  Morningstar, Inc. Reports First-Quarter 2017 Financial Results PR Newswire
07:00AM  The SEC Should Muzzle Former Hedge Funds Morningstar
Apr-20-17 11:18AM  Low-Cost Passive Series Led Target-Date Fund Growth, According to Morningstar's Ninth Annual Target-Date Fund Landscape Report PR Newswire
08:22AM  Solid Start, Back-Half Tailwinds Support View on Ebay Morningstar
Apr-19-17 12:47PM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for March 2017 PR Newswire
Apr-17-17 01:49PM  MOVES-Citigroup, Northern Trust, Morningstar Credit Ratings Reuters
12:30PM  MOVES-Morningstar Credit Ratings names Charles Citro managing director of CMBS Reuters
09:00AM  Charles Citro Named Managing Director of Commercial Mortgage-Backed Securities (CMBS) Ratings and Analytics for Morningstar Credit Ratings, LLC PR Newswire
Apr-13-17 11:00AM  JPMorgan Off to Another Strong Start in 2017 Morningstar
10:53AM  Morningstar, Inc. : MORN-US: Dividend Analysis : April 07th, 2017 (record date) : By the numbers : April 13, 2017 Capital Cube
Apr-12-17 06:00PM  What Berkshire's Sale Means for Wells Fargo Morningstar
Apr-11-17 05:09PM  Tractor Supply: Early Disappoint Concerning Morningstar
04:00PM  Daimler: A Luxury Brand On Sale Morningstar
11:00AM  Morningstar Credit Ratings, LLC Assigns MOR RV1 Residential Vendor Ranking to First Associates Loan Servicing, LLC as a Consumer Finance Servicer PR Newswire
Apr-10-17 02:30PM  Morningstar Upgrades Analyst Rating for Seven U.S. Funds; Downgrades Four Funds; Assigns New Ratings to 62 Funds in March PR Newswire
01:00PM  Headlines Abound, but Corporate Bond Market Stays Its Course Morningstar
01:00PM  Another Blow to Barclays' Image Morningstar
01:00PM  Akorn Takeover Talk Unsurprising Morningstar
Apr-06-17 11:00AM  Rumored Sale at GE Consistent With Strategy Morningstar
09:53AM  Fiduciary Rule Delayed, Not Dead Morningstar
08:47AM  Yum China's Quality Comps Impress Morningstar
Apr-04-17 07:00AM  Asian Equities Lead Positive First-Quarter 2017 Performance for Funds in Canada, Morningstar Canada Data Show CNW Group
06:00AM  Active Managers Mount a Major Comeback Investopedia
Apr-03-17 03:33PM  Panera's an Attractive Takeover Candidate Morningstar
01:00PM  First-Quarter Fixed-Income Index Review Morningstar
07:00AM  First Quarter in U.S. Equity Funds: Growth Dominates Value Morningstar
Mar-31-17 11:18AM  Morningstar Announces Availability of Proxy Materials for 2017 Annual Shareholders' Meeting PR Newswire
Mar-30-17 07:55PM  Lowering VF's Fair Value Estimate Morningstar
Mar-29-17 12:00PM  Corning: An Investment for Income and Growth
11:00AM  BlackRock Shakeup Unsurprising Morningstar
07:00AM  Credit Market Insights: Bond Indexes Perform Well as Spreads Tighten Further at Morningstar
Mar-28-17 12:19PM  Smooth Sailing for Carnival
12:00PM  Purchase Spurs New Growth Opportunities for Darden
Mar-27-17 12:41PM  Why Moat Indexes Outperformed Others in February
08:09AM  Morningstar, Inc. breached its 50 day moving average in a Bearish Manner : MORN-US : March 27, 2017
07:00AM  Flows + Bloat = Headaches for Funds at Morningstar
Mar-24-17 05:00PM  Are U.S. Concrete's Announcements Troubling?
12:58PM  Ben Carlson: My 12 favorite (and free) websites for investing information and tools at MarketWatch
01:35AM  Disney CEO Extends Contract; Successor Search Ongoing
Mar-23-17 06:49PM  Micron Impresses, But Shares Rich
Mar-22-17 03:40PM  Palmer Square bond fund ranks as one of the nations best at bizjournals.com
08:42AM  2 Reasons We're Optimistic About Nike
Mar-21-17 11:15AM  What a Lower Priced iPad Refresh Means for Apple
10:49AM  General Mills: Hurt by Pullback in Brand Spending?
10:38AM  Morningstar, Inc. to Announce First-Quarter 2017 Financial Results on April 21 PR Newswire
Mar-20-17 02:00PM  Credit Spreads in Corporate Bond Market Hold Steady
Mar-17-17 02:00PM  Amgen Shares Unfairly Nicked?
12:06PM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for February 2017 PR Newswire
Mar-16-17 03:10PM  Dollar General Stands Up to Competition
07:00AM  Sustainability and Quality Go Hand in Hand
07:00AM  Are Sustainable Funds More Expensive? at Morningstar
Mar-15-17 07:00AM  Just How Bad Is Fund Investors' Timing? at Morningstar
Mar-13-17 03:00PM  Morningstar Upgrades Analyst Rating for Two U.S. Funds and One Target-Date Series; Downgrades Nine Funds; Assigns New Ratings to 16 Funds in February PR Newswire
01:39PM  Falling Oil Prices Weigh on Corporate Bond Market
Mar-12-17 10:30PM  Lowering Our Fair Value Estimate on Frontier
Mar-10-17 07:00AM  Rekenthaler: Whats in My Portfolio at Morningstar
04:25AM  Increase to Fairmount Santrol's Fair Value Estimate
Mar-08-17 04:57PM  The Best Performing ETFs of the Bull Market Might Surprise You
Mar-07-17 11:58AM  Dick's: One of the Few Retail Growth Stories in 2017
11:53AM  HP Enterprise Purchase a Positive
Mar-06-17 02:28PM  Lexicon: On Its Way to Building Competitive Advantages
12:55PM  Corporate Credit Spreads Tighten Following Trump's Address to Congress
10:34AM  Morningstar's Annual Global Asset Flows Report Shows Slowing Demand for Global Markets as 2016 Inflows Decrease PR Newswire
Mar-04-17 01:04PM  MORNINGSTAR, INC. Financials
Mar-03-17 04:07PM  MORNINGSTAR, INC. Files SEC form 8-K, Regulation FD Disclosure
Mar-02-17 10:26AM  Morningstar Announces Speakers, Agenda for 29th Annual Investment Conference, April 26-28 PR Newswire
07:00AM  Most Fund Categories See Gains in February 2017, Morningstar Canada Data Show PR Newswire
Mar-01-17 02:32PM  Morningstar, Inc. : MORN-US: Dividend Analysis : January 06th, 2017 (record date) : By the numbers : March 1, 2017
01:00PM  Expect Healthy Growth From Lowe's in 2017
09:36AM  Best Buy: Market Pricing in Overly Optimistic Growth
07:52AM  Weight Watchers: Expect More Consistent Growth
06:17AM  MORNINGSTAR, INC. Files SEC form 10-K, Annual Report
Feb-28-17 10:32AM  Morningstar's Virtual Retirement Readiness Bootcamp Will Feature Sessions on Portfolio Construction and Retirement Strategies on March 11 PR Newswire
12:10AM  [$$] ETFs Provide Some Good News at Deutsche Bank at The Wall Street Journal
Feb-27-17 10:50PM  Despite Bargain Price, Hold Off on Frontier
05:14PM  MORNINGSTAR, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Other Events, Financial Statements a
01:00PM  Volatility Remains Low, but French Elections Could Drive Turmoil
09:07AM  National Association of Insurance Commissioners Extends Morningstar Credit Ratings, LLC Designation to Include Financial Institutions, Brokers, or Dealers; Corporate Issuers PR Newswire
05:30AM  [$$] ETFs Provide Some Good News at Deutsche Bank at The Wall Street Journal
Feb-24-17 03:17PM  Morningstar, Inc. Declares Quarterly Dividend of 23 Cents Per Share PR Newswire
Feb-23-17 06:40PM  Strong Nordstrom Rack Performance Offsets Mall Weakness
12:30PM  Hanlon Enhances Aggregation with Morningstars ByAllAccounts Business Wire
11:55AM  Morningstar, Inc. :MORN-US: Earnings Analysis: 2016 By the Numbers : February 23, 2017
11:24AM  Is L Brands a Bargain?
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers a line of data, software, research, and investment management offerings for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. It offers Morningstar Data, an investment data spanning various investment databases, including pricing and commodity data; Morningstar Advisor Workstation, a Web-based investment planning system; Morningstar Direct, an institutional investment research platform; and Morningstar.com, a Website for individual investors. The company also provides institutional investment advisory services; Morningstar Enterprise Components, a set of tools and capabilities that builds customized Websites or enhances existing solutions; and Morningstar Managed Portfolios, a discretionary asset management service. In addition, it offers equity and manager research services; ratings and analysis for structured credits; Morningstar Indexes, a set of investment indexes; Morningstar investment profiles, a pre-made or custom-generated investment fact sheets for investor communications; and Morningstar Commodity Data, a market data and analytical product. Further, the company offers ByAllAccounts, which provides data aggregation technology for financial applications; Morningstar Enterprise Data Management, a customized data aggregation and performance reporting solution; market data and desktop, and investment software; print and online publications; and investment conferences services, as well as other investment software for financial advisors and institutions. It serves financial advisors, asset management firms, retirement plan providers and sponsors, and individual investors. The company was founded in 1984 and is headquartered in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Kaplan Steven NDirectorDec 27Sale74.092,000148,17247,793Dec 29 11:06 AM
Kaplan Steven NDirectorNov 28Sale73.342,000146,67249,793Nov 29 10:21 AM
Kaplan Steven NDirectorOct 27Sale70.642,000141,27751,793Oct 28 11:19 AM
Desmond BevinHead of Global Markets & HRMay 15Sale81.991149,34734,327May 17 03:22 PM
Desmond BevinHead of Global Markets & HRMay 10Sale82.881,00082,88121,155May 11 10:56 AM
Desmond BevinHead of Global Markets & HRMay 10Sale82.881,00082,88131,387May 11 10:56 AM
Desmond BevinHead of Global Markets & HRMay 03Sale82.731,00082,72722,155May 04 12:16 PM
Desmond BevinHead of Global Markets & HRMay 03Sale82.741,00082,74032,387May 04 12:16 PM