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MORN Morningstar, Inc. daily Stock Chart
MORN [NASD]
Morningstar, Inc.
Technology | Information & Delivery Services | USA
financial highlights | statements
Index- P/E40.26 EPS (ttm)3.40 Insider Own55.60% Shs Outstand41.49M Perf Week3.70%
Market Cap5.69B Forward P/E- EPS next Y- Insider Trans-2.07% Shs Float18.67M Perf Month-1.10%
Income145.90M PEG2.52 EPS next Q- Inst Own40.70% Short Float1.03% Perf Quarter19.57%
Sales968.90M P/S5.87 EPS this Y-21.00% Inst Trans4.65% Short Ratio1.82 Perf Half Y41.96%
Book/sh20.46 P/B6.70 EPS next Y- ROA11.10% Target Price75.00 Perf Year66.09%
Cash/sh8.48 P/C16.16 EPS next 5Y16.00% ROE18.90% 52W Range79.54 - 140.61 Perf YTD41.34%
Dividend1.00 P/FCF33.89 EPS past 5Y7.00% ROI13.50% 52W High-2.52% Beta0.79
Dividend %0.73% Quick Ratio1.70 Sales past 5Y6.70% Gross Margin59.10% 52W Low72.32% ATR2.31
Employees5023 Current Ratio1.70 Sales Q/Q10.10% Oper. Margin20.20% RSI (14)59.13 Volatility1.40% 1.83%
OptionableYes Debt/Eq0.00 EPS Q/Q-9.10% Profit Margin16.20% Rel Volume0.83 Prev Close134.76
ShortableYes LT Debt/Eq0.14 EarningsJul 25 AMC Payout26.10% Avg Volume105.14K Price137.06
Recom3.00 SMA202.13% SMA503.27% SMA20027.63% Volume87,154 Change1.71%
Oct-31-08Downgrade Keefe Bruyette Outperform → Mkt Perform $67 → $40
May-02-08Upgrade Keefe Bruyette Mkt Perform → Outperform
Aug-17-18 07:54AM  BRIEF-Dalian Morningstar Network Technology Says It Scraps Asset Restructuring Reuters
Aug-13-18 11:35AM  Morningstar Assigns New Analyst Ratings to Six U.S. Funds; Upgrades Five Funds; Downgrades Eight Funds in July 2018 PR Newswire
Aug-03-18 07:00AM  Which Fund Companies Punch Above Their Weight? Morningstar
Aug-02-18 01:42AM  [$$] Asset manager shares dive after no-fee fund launch Financial Times
Jul-25-18 05:51PM  Morningstar: 2Q Earnings Snapshot Associated Press
04:15PM  Morningstar, Inc. Reports Second-Quarter 2018 Financial Results PR Newswire
Jul-23-18 11:05AM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for June 2018 PR Newswire
Jul-13-18 05:19PM  Morningstar's New Offerings Push Its Own Brand Barrons.com
02:30PM  Morningstar Assigns New Analyst Ratings to Seven U.S. Funds; Upgrades 10 Funds; Downgrades Two Funds in June 2018 PR Newswire
Jul-09-18 06:00AM  Is Your Retirement Portfolio All-Weather? Morningstar
Jun-30-18 06:00AM  Credit Markets: Investment Grade Struggles While High Yield Strengthens Morningstar
Jun-27-18 07:30AM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for May 2018 PR Newswire
Jun-25-18 04:05PM  Morningstar, Inc. to Announce Second-Quarter 2018 Financial Results on July 25 PR Newswire
Jun-24-18 08:30PM  BRIEF-Dalian Morningstar Network Technology's Trading In Shares To Resume On June 25 Reuters
Jun-23-18 06:00AM  Morningstar Runs the Numbers Morningstar
Jun-22-18 07:30AM  Morningstar Assigns New Analyst Ratings to Five U.S. Funds; Upgrades Eleven Funds; Downgrades Ten Funds in May 2018 PR Newswire
Jun-21-18 08:25AM  Analysis: Positioning to Benefit within Second Sight Medical Products, ICF International, Morningstar, Spark Therapeutics, Natera, and Kadmon Research Highlights Growth, Revenue, and Consolidated Results GlobeNewswire
Jun-16-18 06:00AM  Morningstar Runs the Numbers Morningstar
Jun-12-18 04:17PM  The Battle of the Robo-Advisors Barrons.com
07:30AM  Morningstar's Annual "Mind the Gap" Study Shows Better Timing and Market Conditions Led to Solid Investor Returns PR Newswire
Jun-11-18 07:04PM  Morningstar Investment Conference 2018: Schwab's Bettinger Tells Advisors To Build Trust Investor's Business Daily
Jun-09-18 06:00AM  Morningstar Runs the Numbers Morningstar
Jun-08-18 02:57PM  DoubleLine Strategic Commodity Fund attracts 11th month of inflows Reuters
12:19PM  Morningstar Investment Conference 2018: News From Gathering For Financial Advisors Investor's Business Daily
08:00AM  Morningstar Investment Conference 2018 Kicks Off Investor's Business Daily
Jun-07-18 04:52PM  The Plant-Based Meat Trend Is Sizzling -- Even KFC Is Eyeing Faux-Chicken Forbes
Jun-06-18 07:00AM  Getting Reacquainted With Risk Morningstar
May-29-18 03:15PM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2018 PR Newswire
May-22-18 07:30AM  New Morningstar Competitive Intelligence Tool--Investor Pulse--Allows Asset Managers to Better Assess the Flows Landscape PR Newswire
May-21-18 07:30AM  Morningstar's Annual Global Asset Flows Report Finds Rising Markets Spurred Record Demand for Funds in 2017 PR Newswire
May-18-18 04:20PM  Morningstar, Inc. Declares Quarterly Dividend of 25 Cents Per Share PR Newswire
May-16-18 10:30AM  Morningstar Assigns New Analyst Ratings to Three U.S. Funds; Upgrades Eight Funds; Downgrades Ten Funds in April 2018 PR Newswire
May-09-18 08:45AM  Is iShares Morningstar Multi-Asset Income ETF (IYLD) a Hot ETF Right Now? Zacks
May-08-18 06:00AM  Why You Should Care About Risk-Adjusted Returns Morningstar
May-07-18 08:00AM  Morningstar Launches Morningstar Direct for Wealth Management, a Comprehensive Software Solution Enabling Collaboration Across the Enterprise PR Newswire
07:47AM  Should iShares Morningstar Small-Cap Value ETF (JKL) Be on Your Investing Radar? Zacks
07:30AM  Morningstar Research Shows Record Flows to Target-Date Funds as Low-Cost, Passive Series Dominate PR Newswire
May-03-18 08:00AM  Broadridge Teams Up With Morningstar to Offer Asset Managers Retirement Plan Investment Data PR Newswire
May-02-18 07:00AM  Oil Price Surge Boosts Canadian Equity Funds in April 2018, Morningstar Canada Data Show PR Newswire
07:00AM  Mind the Gap: Active Versus Passive Edition 2018 Morningstar
May-01-18 08:00AM  Morningstar Launches Portfolio Carbon Risk Score to Help Investors Evaluate Funds' Carbon-Risk Exposure PR Newswire
08:00AM  Finding Morningstar's New Carbon Score for Funds Morningstar
Apr-30-18 07:30AM  Recent Analysis Shows Morningstar, Tactile Systems Technology, Allete, Tetraphase Pharmaceuticals, Magellan Health, and Ambarella Market Influences Renewed Outlook, Key Drivers of Growth GlobeNewswire
07:00AM  Analyzing the Performance of Our Stock Recommendations Morningstar
Apr-26-18 12:12PM  /C O R R E C T I O N -- Morningstar, Inc./ PR Newswire
08:00AM  Morningstar Canada Named One of the 2018 "Best Workplaces in Canada" by Great Place to Work® Institute Canada PR Newswire
Apr-25-18 06:23PM  Morningstar: 1Q Earnings Snapshot Associated Press
04:15PM  Morningstar, Inc. Reports First-Quarter 2018 Financial Results PR Newswire
11:45AM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for March 2018 PR Newswire
Apr-18-18 07:00AM  Don't Try to Time Active and Passive Equity Exposure Morningstar
Apr-17-18 01:00AM  Before Passive Was Cool Morningstar
Apr-16-18 07:30AM  Marking 30 Years of the Annual Morningstar Investment Conference, Agenda Brings Transparency, Technology, and Responsiveness to the Forefront of Financial Advice PR Newswire
Apr-13-18 07:00AM  Making Sense of Messy Funds Morningstar
Apr-11-18 05:40AM  [$$] Fidelity fires broadside in battle to cut fund fees Financial Times
Apr-09-18 12:30PM  Morningstar Assigns New Analyst Ratings to Nine U.S. Funds; Upgrades Seven Funds; Downgrades Seven Funds in March 2018 PR Newswire
Apr-07-18 06:00AM  Morningstar Runs the Numbers Morningstar
Apr-06-18 11:15AM  Morningstar Announces Availability of Proxy Materials for 2018 Annual Shareholders' Meeting PR Newswire
Apr-03-18 01:22PM  Morningstar Credit Ratings Mall Monitor Finds 2012 Mall-Backed Loans Are Thriving but May Face Incoming Maturity Headwinds PR Newswire
07:00AM  Falling Loonie Keeps Foreign Equity Funds Afloat in First Quarter, Morningstar Canada Data Show PR Newswire
Apr-02-18 04:05PM  Morningstar, Inc. to Announce First-Quarter 2018 Financial Results on April 25 PR Newswire
Apr-01-18 08:39AM  With A -14.97% Earnings Drop, Is Morningstar Incs (NASDAQ:MORN) A Concern? Simply Wall St.
Mar-31-18 06:00AM  Morningstar Runs the Numbers Morningstar
12:00AM  [$$] Morningstar ratings prompted $533bn of fund flows last year Financial Times
Mar-29-18 06:03AM  Risky Positions Lead to Neutral Rating for This Bank-Loan Fund Morningstar
06:00AM  Credit Market Insights: A Decidedly Negative Quarter for Fixed-Income Markets Morningstar
Mar-28-18 07:40AM  BRIEF-Dalian Morningstar Network Technology's Share Trade To Halt Pending Announcement Reuters
Mar-26-18 03:00PM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for February 2018 PR Newswire
Mar-24-18 09:50AM  These emerging-market fund managers focus on the explosive growth of consumer spending MarketWatch
Mar-21-18 08:10AM  Market Trends Toward New Normal in Graham, Morningstar, EnviroStar, Leggett & Platt, Chesapeake Lodging Trust, and Advanced Micro Devices Emerging Consolidated Expectations, Analyst Ratings GlobeNewswire
Mar-19-18 01:31PM  Morningstar CEO discusses new funds and responds to ratin... CNBC Videos
05:22AM  BRIEF-Dalian Morningstar Network Technology's Share Trade To Resume On March 20 Reuters
Mar-17-18 02:00AM  [$$] Standalone M&G looks to bring back the investors Financial Times
Mar-15-18 07:00AM  3 Facts About the Best-Known S&P 500 Fund Morningstar
Mar-12-18 09:24PM  BRIEF-Dalian Morningstar Network Technology's Owner, Former Chairman And Executive Arrested By Police Reuters
09:20PM  BRIEF-Dalian Morningstar Network's Share Trade To Halt Pending Announcement - Shenzhen Exchange Reuters
02:00PM  Morningstar Assigns New Analyst Ratings to Eight U.S. Funds; Upgrades Four Funds and One Target-Date Series; Downgrades Seven Funds in February 2018 PR Newswire
Mar-11-18 09:10PM  BRIEF-Dalian Morningstar Network Technology And Unit To Set Up Fund With Partner Reuters
Mar-09-18 06:00AM  5 No-Moat Stocks to Consider Morningstar
Mar-05-18 09:15AM  Morningstar Expands Fund Ratings System with the Launch of the Morningstar Quantitative Rating PR Newswire
Mar-02-18 03:49PM  Morningstar Inc (MORN) Files 10-K for the Fiscal Year Ended on December 31, 2017 GuruFocus.com
07:00AM  Equity Funds Drop in February 2018; Currency Effects Benefit Foreign Equity Funds, Morningstar Canada Data Show PR Newswire
07:00AM  Equity Funds Drop in February 2018; Currency Effects Benefit Foreign Equity Funds, Morningstar Canada Data Show CNW Group
Feb-27-18 03:10PM  Morningstar, Inc. Declares Quarterly Dividend of 25 Cents Per Share PR Newswire
Feb-26-18 12:40PM  Bond Market Activity Returns to Normal Morningstar
06:00AM  Morningstar's Guide to IRAs Morningstar
Feb-25-18 06:03AM  A Concentrated Portfolio Of High-Quality Growth Stocks Morningstar
Feb-23-18 02:40PM  Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for January 2018 PR Newswire
Feb-22-18 09:43AM  Boston Beer Looks Frothy Morningstar
Feb-21-18 09:08AM  Advance Auto Parts Looks Cheap Morningstar
Feb-20-18 05:13PM  Morningstar posts 4Q profit Associated Press
04:01PM  Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2017 Financial Results PR Newswire
12:45PM  Volatility-Induced Turbulence Subsides Morningstar
07:00AM  5 Under-the-Radar Funds, and How the Morningstar Prospects List Has Performed Morningstar
Feb-17-18 06:00AM  Amid Sell-Off, Multi-Asset Investing Looks Smart Again Morningstar
Feb-15-18 07:37AM  TripAdvisor: Innovation, Better Positioning on Deck Morningstar
Feb-13-18 11:00AM  Morningstar Assigns New Analyst Ratings to Three U.S. Funds; Upgrades Seven Funds; Downgrades One Fund and One Target-Date Series in January 2018 PR Newswire
10:00AM  Brian Grow Named President of Morningstar Credit Ratings, LLC PR Newswire
Feb-12-18 01:30PM  Contagion From Equity Market Volatility Spreads to Corporate Bond Market Morningstar
06:00AM  Your Market Downturn Toolkit Morningstar
Feb-09-18 01:00AM  What Partnership With GrubHub Means for Yum Morningstar
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. It offers a line of data, research, and software tools on a range of investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including pricing and commodity data; Morningstar Direct, an institutional investment research platform; investment management solutions, which include Morningstar Managed Portfolios, the strategist models on third-party managed account platforms, as well as services for institutional asset management, asset allocation, and manager selection; institutional asset management services for asset management firms, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a Web-based investment planning system; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components, a set of tools and capabilities that builds customized Websites or enhances existing solutions; Morningstar Research, which includes equity research and manager research; Morningstar Credit Ratings that provides new issue and surveillance ratings and analysis for structured credits, as well as operational risk assessment services; Morningstar Indexes, a set of investment indexes; workplace solutions, such as retirement advice and managed accounts, fiduciary services, and custom models; a mobile application, excel plug-in, data feeds, and data solutions; equity and manager research, and credit rating services; and institutional asset management, asset allocation, and manager selection services. 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
Mansueto Joseph DExecutive ChairmanAug 15Sale133.718,9141,191,85923,293,839Aug 16 01:10 PM
Lyons William MDirectorAug 15Sale133.5462583,46316,752Aug 16 01:08 PM
Lyons William MDirectorAug 15Sale133.5462583,46316,752Aug 16 01:07 PM
Mansueto Joseph DExecutive ChairmanAug 14Sale133.4211,0931,480,04923,302,753Aug 15 12:08 PM
Mansueto Joseph DExecutive ChairmanAug 13Sale132.489,7931,297,41523,313,846Aug 15 12:08 PM
Mansueto Joseph DExecutive ChairmanAug 10Sale133.515,411722,40223,323,639Aug 13 09:43 AM
Mansueto Joseph DExecutive ChairmanAug 09Sale134.5710,9201,469,51023,329,050Aug 13 09:43 AM
Mansueto Joseph DExecutive ChairmanAug 08Sale133.3812,8341,711,73623,339,970Aug 08 08:23 PM
Mansueto Joseph DExecutive ChairmanAug 07Sale132.6710,6501,412,95923,352,804Aug 07 07:14 PM
Mansueto Joseph DExecutive ChairmanAug 06Sale131.1211,2331,472,90123,363,454Aug 06 07:04 PM
Mansueto Joseph DExecutive ChairmanAug 03Sale130.246,431837,59023,374,687Aug 03 05:23 PM
Mansueto Joseph DExecutive ChairmanAug 02Sale131.328,8521,162,41223,381,118Aug 03 05:23 PM
Mansueto Joseph DExecutive ChairmanAug 01Sale131.558,5101,119,51623,389,970Aug 02 11:08 AM
Desmond BevinHead of Talent and CultureJul 30Option Exercise57.281,00057,28033,943Jul 31 04:09 PM
Desmond BevinHead of Talent and CultureJul 30Sale133.321,000133,32232,943Jul 31 04:09 PM
Mansueto Joseph DExecutive ChairmanJun 19Sale130.3715,1951,981,04523,398,479Jun 20 11:20 AM
Mansueto Joseph DExecutive ChairmanJun 18Sale130.047,436967,01423,413,674Jun 19 12:55 PM
Mansueto Joseph DExecutive ChairmanJun 15Sale131.1014,9181,955,68323,421,110Jun 19 12:55 PM
Mansueto Joseph DExecutive ChairmanJun 14Sale132.0616,4692,174,88923,436,028Jun 15 10:24 AM
Mansueto Joseph DExecutive ChairmanJun 13Sale132.4316,6002,198,36923,452,497Jun 15 10:24 AM
Mansueto Joseph DExecutive ChairmanJun 12Sale130.4315,0391,961,48223,469,097Jun 13 12:29 PM
Mansueto Joseph DExecutive ChairmanJun 11Sale129.1211,3731,468,51723,484,136Jun 13 12:29 PM
Mansueto Joseph DExecutive ChairmanJun 08Sale127.689,8891,262,58423,495,509Jun 11 12:42 PM
Mansueto Joseph DExecutive ChairmanJun 07Sale126.5512,4021,569,50323,505,398Jun 11 12:42 PM
Mansueto Joseph DExecutive ChairmanJun 06Sale124.5213,5011,681,19623,517,800Jun 07 04:13 PM
Mansueto Joseph DExecutive ChairmanJun 05Sale123.8414,1271,749,48123,531,301Jun 07 04:13 PM
Mansueto Joseph DExecutive ChairmanJun 04Sale123.0812,0371,481,51323,545,428Jun 05 02:46 PM
Mansueto Joseph DExecutive ChairmanJun 01Sale120.8511,7761,423,13923,557,465Jun 05 02:46 PM
Mansueto Joseph DExecutive ChairmanMay 31Sale120.118,6211,035,43623,569,241Jun 01 03:12 PM
Mansueto Joseph DExecutive ChairmanMay 30Sale119.9410,4681,255,50323,577,862Jun 01 03:12 PM
Mansueto Joseph DExecutive ChairmanMay 29Sale117.4911,8571,393,13223,588,330May 30 11:24 AM
Mansueto Joseph DExecutive ChairmanMay 25Sale117.397,500880,46223,600,187May 30 11:24 AM
Mansueto Joseph DExecutive ChairmanMay 24Sale117.4512,4621,463,70223,607,687May 25 12:11 PM
Mansueto Joseph DExecutive ChairmanMay 23Sale116.0613,5051,567,41123,620,149May 25 12:11 PM
Mansueto Joseph DExecutive ChairmanMay 22Sale115.5512,2001,409,65023,633,654May 23 01:16 PM
Mansueto Joseph DExecutive ChairmanMay 21Sale115.4011,1531,287,10623,645,854May 23 01:16 PM
Mansueto Joseph DExecutive ChairmanMay 18Sale114.4113,1111,500,04523,657,007May 21 12:39 PM
Mansueto Joseph DExecutive ChairmanMay 17Sale114.699,7891,122,67123,670,118May 21 12:39 PM
Mansueto Joseph DExecutive ChairmanMay 16Sale114.0710,6101,210,33423,679,907May 18 10:33 AM
Mansueto Joseph DExecutive ChairmanMay 15Sale112.738,734984,59923,690,517May 16 11:37 AM
Mansueto Joseph DExecutive ChairmanMay 14Sale111.909,8001,096,59823,699,251May 16 11:37 AM
Mansueto Joseph DExecutive ChairmanMay 11Sale111.437,862876,09023,709,051May 14 11:29 AM
Mansueto Joseph DExecutive ChairmanMay 10Sale111.2011,1171,236,26423,716,913May 14 11:29 AM
Mansueto Joseph DExecutive ChairmanMay 09Sale110.308,846975,67423,728,030May 11 12:37 PM
Mansueto Joseph DExecutive ChairmanMay 08Sale109.4911,7921,291,05423,736,876May 09 11:17 AM
Mansueto Joseph DExecutive ChairmanMay 07Sale108.1410,2791,111,61323,748,668May 09 11:17 AM
Mansueto Joseph DExecutive ChairmanMay 04Sale107.5612,5651,351,51423,758,947May 07 10:21 AM
Mansueto Joseph DExecutive ChairmanMay 03Sale107.368,344895,80223,771,512May 07 10:21 AM
Mansueto Joseph DExecutive ChairmanMay 02Sale108.566,409695,78423,779,856May 03 12:32 PM
Mansueto Joseph DExecutive ChairmanMay 01Sale108.7912,2141,328,75523,786,265May 03 12:32 PM
Landis Gail SDirectorFeb 23Sale95.461,531146,1495,350Feb 26 10:21 AM
Kaplan Steven NDirectorDec 21Sale96.912,500242,27542,021Dec 22 10:40 AM
Kaplan Steven NDirectorNov 21Sale91.852,500229,62544,521Nov 22 11:21 AM
NOONAN JACKDirectorOct 30Sale85.4620,0001,709,28425,401Oct 31 12:52 PM
Landis Gail SDirectorOct 26Sale87.0050043,5006,881Oct 26 03:57 PM
Kaplan Steven NDirectorOct 25Sale83.872,500209,66647,021Oct 26 03:57 PM
Landis Gail SDirectorSep 27Sale85.0050042,5007,381Sep 28 03:49 PM
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