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Last Close
Dec 13 04:00PM ET
352.91
Dollar change
-5.87
Percentage change
-1.64
%
Index- P/E46.58 EPS (ttm)7.58 Insider Own41.66% Shs Outstand42.88M Perf Week-1.43%
Market Cap14.89B Forward P/E38.86 EPS next Y9.08 Insider Trans-1.43% Shs Float25.02M Perf Month2.15%
Income326.50M PEG- EPS next Q2.03 Inst Own60.65% Short Float1.92% Perf Quarter11.29%
Sales2.23B P/S6.68 EPS this Y52.75% Inst Trans0.12% Short Ratio3.41 Perf Half Y24.28%
Book/sh36.51 P/B9.67 EPS next Y16.12% ROA9.45% Short Interest0.48M Perf Year25.43%
Cash/sh14.26 P/C24.74 EPS next 5Y- ROE23.24% 52W Range269.51 - 362.01 Perf YTD23.29%
Dividend Est.1.62 (0.46%) P/FCF33.54 EPS past 5Y-5.02% ROI12.67% 52W High-2.51% Beta1.20
Dividend TTM1.62 (0.46%) Quick Ratio1.10 Sales past 5Y15.38% Gross Margin52.54% 52W Low30.95% ATR (14)6.41
Dividend Ex-DateJan 03, 2025 Current Ratio1.10 EPS Y/Y TTM359.08% Oper. Margin18.97% RSI (14)55.30 Volatility1.94% 1.87%
Employees11334 Debt/Eq0.67 Sales Y/Y TTM11.24% Profit Margin14.66% Recom1.67 Target Price375.00
Option/ShortYes / Yes LT Debt/Eq0.65 EPS Q/Q204.02% Payout46.52% Rel Volume0.87 Prev Close358.78
Sales Surprise0.65% EPS Surprise-0.25% Sales Q/Q9.96% EarningsOct 23 AMC Avg Volume140.91K Price352.91
SMA200.77% SMA502.95% SMA20012.49% Trades Volume122,876 Change-1.64%
Date Action Analyst Rating Change Price Target Change
Oct-09-24Downgrade Redburn Atlantic Buy → Neutral $340
Oct-08-24Initiated UBS Buy $390
Aug-12-24Initiated BMO Capital Markets Outperform $352
Oct-30-23Upgrade Redburn Atlantic Neutral → Overweight $320
Jan-11-23Downgrade Redburn Buy → Neutral
Sep-20-22Upgrade Redburn Neutral → Buy
Oct-31-08Downgrade Keefe Bruyette Outperform → Mkt Perform $67 → $40
May-02-08Upgrade Keefe Bruyette Mkt Perform → Outperform
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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
DUBINSKY JASONOfficerDec 13 '24Proposed Sale352.883,2231,137,347Dec 13 04:31 PM
Mansueto Joseph DExecutive ChairmanNov 29 '24Sale355.5119368,61410,729,898Dec 03 05:22 PM
Mansueto Joseph DExecutive ChairmanDec 02 '24Sale354.0811841,78210,729,780Dec 03 05:22 PM
Mansueto Joseph DExecutive ChairmanNov 26 '24Sale355.229,0623,219,02610,738,224Nov 27 06:07 PM
Mansueto Joseph DExecutive ChairmanNov 27 '24Sale354.838,1332,885,82910,730,091Nov 27 06:07 PM
Mansueto Joseph DExecutive ChairmanNov 25 '24Sale350.729,0623,178,18410,747,286Nov 26 05:31 PM
Mansueto Joseph DExecutive ChairmanNov 22 '24Sale344.469,0623,121,53910,756,348Nov 26 05:31 PM
Mansueto Joseph DExecutive ChairmanNov 21 '24Sale339.607,8372,661,46710,765,410Nov 22 04:45 PM
Mansueto Joseph DExecutive ChairmanNov 20 '24Sale334.925,7941,940,54510,773,247Nov 22 04:45 PM
Mansueto Joseph DExecutive ChairmanNov 19 '24Sale334.929,0623,035,04810,779,041Nov 20 05:50 PM
Mansueto Joseph DExecutive ChairmanNov 18 '24Sale336.6727592,58310,788,103Nov 20 05:50 PM
DUBINSKY JASONChief Financial OfficerNov 15 '24Option Exercise0.00601020,782Nov 19 07:11 PM
Dunn Daniel JosephChief Revenue OfficerNov 15 '24Option Exercise0.00334013,301Nov 19 07:09 PM
Kapoor KunalCEONov 15 '24Option Exercise0.002,6740134,939Nov 19 07:07 PM
Mansueto Joseph DExecutive ChairmanNov 14 '24Sale346.222,884998,50410,788,496Nov 18 05:35 PM
Mansueto Joseph DExecutive ChairmanNov 15 '24Sale342.1311840,37110,788,378Nov 18 05:35 PM
Mansueto Joseph DExecutive ChairmanNov 12 '24Sale350.466,1562,157,43710,795,205Nov 14 04:57 PM
Mansueto Joseph DExecutive ChairmanNov 13 '24Sale351.053,8251,342,75210,791,380Nov 14 04:57 PM
Mansueto Joseph DExecutive ChairmanNov 08 '24Sale348.459,0623,157,69910,808,583Nov 12 05:56 PM
Mansueto Joseph DExecutive ChairmanNov 11 '24Sale349.677,2222,525,28110,801,361Nov 12 05:56 PM
Kaplan Steven NDirectorNov 11 '24Proposed Sale348.581,250435,725Nov 12 10:29 AM
Mansueto Joseph DExecutive ChairmanNov 06 '24Sale339.599,0623,077,36810,818,932Nov 08 05:08 PM
Mansueto Joseph DExecutive ChairmanNov 07 '24Sale343.961,287442,67410,817,645Nov 08 05:08 PM
Mansueto Joseph DExecutive ChairmanNov 04 '24Sale329.459,0622,985,46510,836,656Nov 06 05:27 PM
Mansueto Joseph DExecutive ChairmanNov 05 '24Sale333.848,6622,891,75210,827,994Nov 06 05:27 PM
Mansueto Joseph DExecutive ChairmanNov 01 '24Sale328.229,0622,974,31010,845,718Nov 04 06:02 PM
Mansueto Joseph DOfficerNov 01 '24Proposed Sale328.22125,00041,027,238Nov 01 05:02 PM
Lyons William MDirectorOct 30 '24Sale331.88750248,91012,840Oct 30 04:44 PM
Lyons William MDirectorOct 30 '24Proposed Sale331.88750248,910Oct 30 04:04 PM
Lyons William MDirectorSep 30 '24Sale316.48750237,36013,590Sep 30 05:10 PM
Lyons William MDirectorSep 30 '24Proposed Sale316.48750237,360Sep 30 04:10 PM
Mansueto Joseph DExecutive ChairmanSep 10 '24Sale305.97345105,56110,516,912Sep 12 04:48 PM
Mansueto Joseph DExecutive ChairmanSep 09 '24Sale305.958,0562,464,72710,517,257Sep 10 05:02 PM
Mansueto Joseph DExecutive ChairmanSep 06 '24Sale311.50425132,38910,525,313Sep 10 05:02 PM
Mansueto Joseph DExecutive ChairmanSep 04 '24Sale312.856,4612,021,31710,525,792Sep 06 04:33 PM
Mansueto Joseph DExecutive ChairmanSep 03 '24Sale312.94721225,63310,532,253Sep 06 04:33 PM
Mansueto Joseph DExecutive ChairmanSep 05 '24Sale312.555416,87810,525,738Sep 06 04:33 PM
Lyons William MDirectorAug 30 '24Sale311.60750233,70014,340Sep 03 05:24 PM
Mansueto Joseph DExecutive ChairmanAug 30 '24Sale312.236,7442,105,67210,532,974Sep 03 05:21 PM
Mansueto Joseph DExecutive ChairmanAug 29 '24Sale312.186,1101,907,44010,539,718Sep 03 05:21 PM
Lyons William MDirectorAug 30 '24Proposed Sale311.60750233,700Aug 30 04:26 PM
Mansueto Joseph DExecutive ChairmanAug 27 '24Sale311.275,7241,781,71410,551,498Aug 29 04:40 PM
Mansueto Joseph DExecutive ChairmanAug 28 '24Sale311.335,6701,765,23010,545,828Aug 29 04:40 PM
Mansueto Joseph DExecutive ChairmanAug 23 '24Sale313.168,2562,585,42810,561,939Aug 27 04:29 PM
Mansueto Joseph DExecutive ChairmanAug 26 '24Sale313.514,7171,478,80810,557,222Aug 27 04:29 PM
Mansueto Joseph DExecutive ChairmanAug 21 '24Sale312.126,2091,937,95910,574,707Aug 23 04:51 PM
Mansueto Joseph DExecutive ChairmanAug 22 '24Sale311.964,5121,407,55910,570,195Aug 23 04:51 PM
Mansueto Joseph DExecutive ChairmanAug 19 '24Sale315.903,8381,212,41010,581,130Aug 21 05:03 PM
Mansueto Joseph DExecutive ChairmanAug 20 '24Sale315.0021467,40910,580,916Aug 21 05:03 PM
Mansueto Joseph DExecutive ChairmanAug 16 '24Sale315.367,9222,498,29510,584,968Aug 19 04:40 PM
Mansueto Joseph DExecutive ChairmanAug 15 '24Sale312.356,9092,157,99810,592,890Aug 19 04:40 PM
Mansueto Joseph DExecutive ChairmanAug 13 '24Sale308.995,4991,699,15010,605,056Aug 15 05:30 PM
Mansueto Joseph DExecutive ChairmanAug 14 '24Sale310.375,2571,631,60010,599,799Aug 15 05:30 PM
Mansueto Joseph DExecutive ChairmanAug 12 '24Sale305.305,1491,571,98110,610,555Aug 13 04:55 PM
Mansueto Joseph DExecutive ChairmanAug 09 '24Sale305.604,9751,520,38410,615,704Aug 13 04:55 PM
Kaplan Steven NDirectorAug 12 '24Proposed Sale305.471,250381,838Aug 12 04:43 PM
Mansueto Joseph DExecutive ChairmanAug 07 '24Sale304.195,9101,797,76710,625,796Aug 09 05:24 PM
Mansueto Joseph DExecutive ChairmanAug 08 '24Sale304.705,1171,559,17010,620,679Aug 09 05:24 PM
Mansueto Joseph DExecutive ChairmanAug 06 '24Sale302.649,0622,742,52810,631,706Aug 07 05:08 PM
Mansueto Joseph DExecutive ChairmanAug 01 '24Sale317.031,144362,67710,640,768Aug 05 04:58 PM
Mansueto Joseph DOfficerAug 01 '24Proposed Sale317.03125,00039,628,150Aug 01 04:43 PM
Lyons William MDirectorJul 30 '24Sale324.83750243,62215,090Jul 31 05:20 PM
Dunn Daniel JosephChief Revenue OfficerJul 31 '24Sale320.891,600513,42412,967Jul 31 05:11 PM
Dunn Daniel JosephOfficerJul 31 '24Proposed Sale320.891,600513,424Jul 31 04:10 PM
Lyons William MDirectorJul 30 '24Proposed Sale324.83750243,623Jul 30 04:07 PM
DUBINSKY JASONChief Financial OfficerJul 02 '24Sale300.113,4001,020,38020,181Jul 02 08:32 PM
Lyons William MDirectorJun 28 '24Sale294.21750220,65715,840Jul 01 04:51 PM
TSAY CAROLINE JDirectorJun 24 '24Sale296.9829086,1243,925Jun 25 04:40 PM
Mansueto Joseph DExecutive ChairmanJun 04 '24Sale292.676,6191,937,15210,642,309Jun 06 06:04 PM
Mansueto Joseph DExecutive ChairmanJun 05 '24Sale294.77397117,02210,641,912Jun 06 06:04 PM
Lyons William MDirectorJun 04 '24Sale289.07750216,80216,590Jun 06 06:03 PM
Mansueto Joseph DExecutive ChairmanJun 03 '24Sale289.229,0622,620,89310,648,928Jun 04 06:06 PM
Mansueto Joseph DExecutive ChairmanMay 31 '24Sale287.334,5351,303,04410,657,990Jun 04 06:06 PM
Mansueto Joseph DExecutive ChairmanMay 30 '24Sale287.165,8691,685,34610,662,525May 31 04:38 PM
Mansueto Joseph DExecutive ChairmanMay 29 '24Sale290.959527,64010,668,394May 31 04:38 PM
Mansueto Joseph DExecutive ChairmanMay 28 '24Sale296.6523670,01010,668,489May 29 05:07 PM
Mansueto Joseph DExecutive ChairmanMay 24 '24Sale296.995,0821,509,29810,668,725May 28 05:37 PM
Mansueto Joseph DExecutive ChairmanMay 23 '24Sale298.621,115332,96010,673,807May 28 05:37 PM
Mansueto Joseph DExecutive ChairmanMay 21 '24Sale298.327,9862,382,39710,679,945May 23 05:07 PM
Mansueto Joseph DExecutive ChairmanMay 22 '24Sale300.175,0231,507,74210,674,922May 23 05:07 PM
Mansueto Joseph DExecutive ChairmanMay 20 '24Sale300.005,2341,570,20210,687,931May 21 05:02 PM
Mansueto Joseph DExecutive ChairmanMay 17 '24Sale299.504,2851,283,36010,693,165May 21 05:02 PM
Mansueto Joseph DExecutive ChairmanMay 16 '24Sale300.616,0621,822,31910,697,450May 17 08:24 PM
Mansueto Joseph DExecutive ChairmanMay 15 '24Sale301.104,8041,446,50110,703,512May 17 08:24 PM
DUBINSKY JASONChief Financial OfficerMay 17 '24Option Exercise0.001,254024,792May 17 08:22 PM
Kapoor KunalCEOMay 17 '24Option Exercise0.005,5800138,523May 17 08:22 PM
Dunn Daniel JosephChief Revenue OfficerMay 17 '24Option Exercise0.00697015,269May 17 08:19 PM
Mansueto Joseph DExecutive ChairmanMay 14 '24Sale296.404,6811,387,46710,708,316May 15 05:30 PM
Mansueto Joseph DExecutive ChairmanMay 13 '24Sale298.171,558464,54810,712,997May 15 05:30 PM
Mansueto Joseph DExecutive ChairmanMay 09 '24Sale297.476,4501,918,69710,719,618May 13 05:13 PM
Mansueto Joseph DExecutive ChairmanMay 10 '24Sale299.035,0631,513,97810,714,555May 13 05:13 PM
Kaplan Steven NDirectorMay 10 '24Sale298.131,250372,66243,177May 13 05:12 PM
Mansueto Joseph DExecutive ChairmanMay 07 '24Sale300.457,3442,206,50510,726,482May 09 05:24 PM
Mansueto Joseph DExecutive ChairmanMay 06 '24Sale300.0228084,00510,726,068May 09 05:24 PM
Mansueto Joseph DExecutive ChairmanMay 08 '24Sale300.4313440,25710,726,348May 09 05:24 PM
Mansueto Joseph DExecutive ChairmanMay 03 '24Sale294.348,9542,635,50210,741,312May 07 04:34 PM
Mansueto Joseph DExecutive ChairmanMay 06 '24Sale298.307,4862,233,07810,733,826May 07 04:34 PM
Mansueto Joseph DExecutive ChairmanMay 02 '24Sale290.118,3212,414,01510,750,266May 03 04:49 PM
Mansueto Joseph DExecutive ChairmanMay 01 '24Sale286.728,3252,386,97510,758,587May 03 04:49 PM
Mansueto Joseph DExecutive ChairmanMar 12 '24Sale307.738,6142,650,78910,766,912Mar 14 05:04 PM