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MORN [NASD]
Morningstar, Inc.
Index- P/E45.84 EPS (ttm)5.17 Insider Own44.10% Shs Outstand42.90M Perf Week1.62%
Market Cap10.08B Forward P/E- EPS next Y- Insider Trans-4.15% Shs Float23.05M Perf Month-1.78%
Income223.60M PEG2.87 EPS next Q- Inst Own50.50% Short Float0.86% Perf Quarter9.60%
Sales1.39B P/S7.25 EPS this Y47.10% Inst Trans3.65% Short Ratio1.50 Perf Half Y30.05%
Book/sh29.64 P/B8.00 EPS next Y- ROA9.00% Target Price- Perf Year81.90%
Cash/sh10.92 P/C21.72 EPS next 5Y16.00% ROE19.60% 52W Range128.78 - 255.75 Perf YTD2.45%
Dividend1.26 P/FCF39.35 EPS past 5Y11.60% ROI9.00% 52W High-7.24% Beta1.03
Dividend %0.53% Quick Ratio1.20 Sales past 5Y12.00% Gross Margin60.00% 52W Low84.22% ATR5.54
Employees7979 Current Ratio1.20 Sales Q/Q14.40% Oper. Margin15.50% RSI (14)55.76 Volatility1.84% 2.42%
OptionableYes Debt/Eq0.35 EPS Q/Q174.70% Profit Margin16.10% Rel Volume2.91 Prev Close234.73
ShortableYes LT Debt/Eq0.35 EarningsApr 28 AMC Payout23.00% Avg Volume132.82K Price237.24
Recom- SMA202.42% SMA500.58% SMA20019.82% Volume386,536 Change1.07%
Oct-31-08Downgrade Keefe Bruyette Outperform → Mkt Perform $67 → $40
May-02-08Upgrade Keefe Bruyette Mkt Perform → Outperform
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Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Mansueto Joseph DExecutive ChairmanApr 05Sale236.5312,0262,844,53518,756,880Apr 06 04:10 PM
Mansueto Joseph DExecutive ChairmanApr 01Sale231.2312,0532,786,99318,768,906Apr 02 12:18 PM
Mansueto Joseph DExecutive ChairmanMar 31Sale227.338,1331,848,83418,780,959Apr 02 12:18 PM
Mansueto Joseph DExecutive ChairmanMar 30Sale226.668,7241,977,34818,789,092Mar 31 05:55 PM
Mansueto Joseph DExecutive ChairmanMar 29Sale226.008,1491,841,71218,797,816Mar 31 05:55 PM
Mansueto Joseph DExecutive ChairmanMar 26Sale225.4211,6202,619,35218,805,965Mar 29 02:05 PM
Mansueto Joseph DExecutive ChairmanMar 25Sale225.4013229,75318,817,585Mar 29 02:05 PM
Mansueto Joseph DExecutive ChairmanMar 24Sale233.0025559,41618,817,717Mar 25 04:10 PM
Mansueto Joseph DExecutive ChairmanMar 23Sale232.0811,7082,717,20618,817,972Mar 25 04:10 PM
Mansueto Joseph DExecutive ChairmanMar 22Sale236.4526061,47718,829,680Mar 23 03:00 PM
Mansueto Joseph DExecutive ChairmanMar 19Sale237.7616,0053,805,40918,829,940Mar 23 03:00 PM
Mansueto Joseph DExecutive ChairmanMar 18Sale240.931,935466,20118,845,945Mar 19 11:20 AM
Mansueto Joseph DExecutive ChairmanMar 17Sale241.2810,4982,532,99418,847,880Mar 19 11:20 AM
Mansueto Joseph DExecutive ChairmanMar 16Sale248.47608151,07218,858,378Mar 17 12:17 PM
Mansueto Joseph DExecutive ChairmanMar 15Sale247.9814,1683,513,44718,858,986Mar 17 12:17 PM
Mansueto Joseph DExecutive ChairmanMar 12Sale243.717,8471,912,37318,873,154Mar 15 11:55 AM
Mansueto Joseph DExecutive ChairmanMar 11Sale243.8410,2662,503,28918,881,001Mar 15 11:55 AM
Mansueto Joseph DExecutive ChairmanMar 10Sale243.5811,7352,858,46618,891,267Mar 11 02:21 PM
Mansueto Joseph DExecutive ChairmanMar 09Sale242.0313,8083,341,88618,903,002Mar 11 02:21 PM
Mansueto Joseph DExecutive ChairmanMar 08Sale236.9011,2342,661,32718,916,810Mar 09 03:43 PM
Mansueto Joseph DExecutive ChairmanMar 05Sale232.6012,3472,871,89618,928,044Mar 09 03:43 PM
Mansueto Joseph DExecutive ChairmanMar 04Sale229.925,4851,261,11818,940,391Mar 05 01:32 PM
Mansueto Joseph DExecutive ChairmanMar 03Sale230.4320,5874,743,92718,945,876Mar 05 01:32 PM
Mansueto Joseph DExecutive ChairmanMar 02Sale229.649,2682,128,33218,966,463Mar 03 12:35 PM
Mansueto Joseph DExecutive ChairmanMar 01Sale229.8611,4632,634,92118,975,731Mar 03 12:35 PM
Mansueto Joseph DExecutive ChairmanFeb 26Sale223.2715,7363,513,32418,987,194Mar 01 12:45 PM
Mansueto Joseph DExecutive ChairmanFeb 25Sale224.693,609810,91819,002,930Mar 01 12:45 PM
Desmond BevinHead of Talent and CultureFeb 23Sale228.483,000685,42829,626Feb 25 05:33 PM
DUBINSKY JASONChief Financial OfficerFeb 23Sale227.934,211959,81317,546Feb 25 05:43 PM
Mansueto Joseph DExecutive ChairmanFeb 19Sale248.606,5801,635,77419,006,539Feb 23 05:53 PM
Mansueto Joseph DExecutive ChairmanFeb 18Sale250.8812,0013,010,79519,013,119Feb 19 05:12 PM
Mansueto Joseph DExecutive ChairmanFeb 17Sale251.6325664,41819,025,120Feb 19 05:12 PM
Mansueto Joseph DExecutive ChairmanFeb 16Sale252.7317,2614,362,31119,025,376Feb 17 03:10 PM
Mansueto Joseph DExecutive ChairmanFeb 12Sale247.7014,5533,604,82919,042,637Feb 17 03:10 PM
Mansueto Joseph DExecutive ChairmanFeb 11Sale244.0611,8492,891,83919,057,190Feb 17 02:09 PM
Mansueto Joseph DExecutive ChairmanFeb 10Sale239.4311,1382,666,71719,069,039Feb 11 06:01 PM
Mansueto Joseph DExecutive ChairmanFeb 09Sale240.4917,5794,227,49419,080,177Feb 11 06:01 PM
Mansueto Joseph DExecutive ChairmanFeb 08Sale239.7617,6804,238,97719,097,756Feb 09 12:43 PM
Mansueto Joseph DExecutive ChairmanFeb 05Sale240.949121,92619,115,436Feb 09 12:43 PM
Mansueto Joseph DExecutive ChairmanFeb 04Sale241.979,9142,398,86819,115,527Feb 05 06:53 PM
Mansueto Joseph DExecutive ChairmanFeb 03Sale244.0814234,66019,125,441Feb 05 06:53 PM
Mansueto Joseph DExecutive ChairmanFeb 02Sale243.2912,9213,143,50619,125,583Feb 03 04:47 PM
Mansueto Joseph DExecutive ChairmanFeb 01Sale237.0518,3764,356,10919,138,504Feb 03 04:47 PM
Mansueto Joseph DExecutive ChairmanDec 28Sale222.864,9731,108,26219,240,930Dec 29 11:33 AM
Mansueto Joseph DExecutive ChairmanDec 24Sale222.118,2661,835,99319,245,903Dec 28 12:39 PM
Mansueto Joseph DExecutive ChairmanDec 23Sale223.1610,6572,378,20619,254,169Dec 28 12:39 PM
Mansueto Joseph DExecutive ChairmanDec 22Sale220.5011,5812,553,61119,264,826Dec 23 02:00 PM
Mansueto Joseph DExecutive ChairmanDec 21Sale221.8629365,00419,276,407Dec 23 02:00 PM
Mansueto Joseph DExecutive ChairmanDec 18Sale220.6011,6622,572,69219,276,700Dec 21 03:58 PM
Mansueto Joseph DExecutive ChairmanDec 17Sale217.3413,2482,879,34819,288,362Dec 21 03:58 PM
Mansueto Joseph DExecutive ChairmanDec 16Sale211.6610,5072,223,95919,301,610Dec 17 02:20 PM
Mansueto Joseph DExecutive ChairmanDec 15Sale208.3311,5902,414,49119,312,117Dec 17 02:20 PM
Mansueto Joseph DExecutive ChairmanDec 14Sale209.5913,5772,845,54219,323,707Dec 15 01:32 PM
Mansueto Joseph DExecutive ChairmanDec 11Sale204.6017,2383,526,81219,337,284Dec 15 01:32 PM
Mansueto Joseph DExecutive ChairmanDec 10Sale203.2414,8523,018,52419,354,522Dec 11 01:34 PM
Mansueto Joseph DExecutive ChairmanDec 09Sale202.1013,9042,810,06619,369,374Dec 11 01:34 PM
Mansueto Joseph DExecutive ChairmanDec 08Sale200.869,7811,964,65019,383,278Dec 09 07:20 PM
Mansueto Joseph DExecutive ChairmanDec 07Sale201.3120,5254,131,80219,393,059Dec 09 07:20 PM
Mansueto Joseph DExecutive ChairmanDec 04Sale201.938,9591,809,12219,475,084Dec 07 02:59 PM
Mansueto Joseph DExecutive ChairmanDec 03Sale201.511,721346,80319,484,043Dec 07 02:59 PM
Lyons William MDirectorDec 02Option Exercise57.281,15866,33018,194Dec 04 11:55 AM
Lyons William MDirectorDec 02Sale202.331,158234,29817,036Dec 04 11:55 AM
Mansueto Joseph DExecutive ChairmanDec 02Sale202.588,8611,795,07719,485,764Dec 03 05:04 PM
Mansueto Joseph DExecutive ChairmanDec 01Sale202.129,8651,993,88119,494,625Dec 03 05:04 PM
Mansueto Joseph DExecutive ChairmanNov 30Sale200.0312,3982,479,93919,504,490Dec 01 02:18 PM
Mansueto Joseph DExecutive ChairmanNov 27Sale198.109,9261,966,33819,516,888Dec 01 02:18 PM
Mansueto Joseph DExecutive ChairmanNov 25Sale197.797,7361,530,07619,526,814Nov 27 02:06 PM
Mansueto Joseph DExecutive ChairmanNov 24Sale198.8212,9712,578,86519,534,550Nov 27 02:06 PM
Mansueto Joseph DExecutive ChairmanNov 23Sale202.2614128,51919,547,521Nov 24 07:42 PM
Mansueto Joseph DExecutive ChairmanNov 20Sale201.6515,0933,043,47619,547,662Nov 24 07:42 PM
Mansueto Joseph DExecutive ChairmanNov 19Sale199.559,1761,831,08619,562,755Nov 20 01:30 PM
Mansueto Joseph DExecutive ChairmanNov 18Sale203.8727756,47119,571,931Nov 20 01:30 PM
Mansueto Joseph DExecutive ChairmanNov 17Sale204.226,1801,262,08119,572,208Nov 18 08:12 PM
Kapoor KunalCEONov 16Option Exercise0.005,7590101,054Nov 18 08:00 PM
Desmond BevinHead of Talent and CultureNov 16Option Exercise0.001,109035,543Nov 18 08:01 PM
Dunn Daniel JosephChief Revenue OfficerNov 16Option Exercise0.001,10908,960Nov 18 08:06 PM
DUBINSKY JASONChief Financial OfficerNov 16Option Exercise0.001,426022,289Nov 18 08:05 PM
Mansueto Joseph DExecutive ChairmanNov 16Sale205.921,881387,33919,578,388Nov 18 08:12 PM
Mansueto Joseph DExecutive ChairmanNov 13Sale206.187,2141,487,36419,580,269Nov 16 02:38 PM
Mansueto Joseph DExecutive ChairmanNov 12Sale213.3222948,85019,587,483Nov 16 02:38 PM
Mansueto Joseph DExecutive ChairmanNov 11Sale213.3815,4913,305,52319,587,712Nov 12 04:44 PM
Mansueto Joseph DExecutive ChairmanNov 10Sale213.2215,6533,337,56019,603,203Nov 12 04:44 PM
Mansueto Joseph DExecutive ChairmanNov 09Sale212.8617,0303,625,06119,618,856Nov 10 02:08 PM
Mansueto Joseph DExecutive ChairmanNov 06Sale207.4211,9532,479,34519,635,886Nov 10 02:08 PM
Mansueto Joseph DExecutive ChairmanNov 05Sale206.1911,3732,345,05319,647,839Nov 06 02:42 PM
Mansueto Joseph DExecutive ChairmanNov 04Sale206.5814,4502,985,01319,659,212Nov 06 02:42 PM
Mansueto Joseph DExecutive ChairmanNov 03Sale198.2614,5722,889,10319,673,662Nov 04 06:06 PM
Lyons William MDirectorNov 02Option Exercise57.281,15866,33018,194Nov 04 06:01 PM
Lyons William MDirectorNov 02Sale189.721,158219,69617,036Nov 04 06:01 PM
Landis Gail SDirectorNov 02Sale189.721,382262,1933,963Nov 04 06:03 PM
Mansueto Joseph DExecutive ChairmanNov 02Sale192.8314,1962,737,46019,688,234Nov 04 06:06 PM
Mansueto Joseph DExecutive ChairmanOct 06Sale165.02652107,59419,702,430Oct 08 03:47 PM
Mansueto Joseph DExecutive ChairmanOct 05Sale163.6412,7832,091,80419,703,082Oct 06 02:17 PM
Mansueto Joseph DExecutive ChairmanOct 02Sale163.6417,3372,836,98219,715,865Oct 06 02:17 PM
Mansueto Joseph DExecutive ChairmanOct 01Sale161.2017,8242,873,23719,733,202Oct 02 01:04 PM
Mansueto Joseph DExecutive ChairmanSep 30Sale160.3412,7562,045,28719,751,026Oct 02 01:04 PM
Mansueto Joseph DExecutive ChairmanSep 29Sale159.649,6361,538,29319,763,782Sep 30 03:14 PM
Mansueto Joseph DExecutive ChairmanSep 28Sale158.2111,3011,787,88519,773,418Sep 30 03:14 PM
Mansueto Joseph DExecutive ChairmanSep 25Sale154.0412,6821,953,54219,784,719Sep 28 01:23 PM
Mansueto Joseph DExecutive ChairmanSep 24Sale153.1419,8363,037,71719,797,401Sep 28 01:23 PM