MORN [NASD]
Morningstar, Inc.
Index- P/E56.89 EPS (ttm)4.25 Insider Own29.70% Shs Outstand43.00M Perf Week-0.01%
Market Cap10.03B Forward P/E- EPS next Y- Insider Trans-6.00% Shs Float25.04M Perf Month-11.36%
Income184.50M PEG3.56 EPS next Q- Inst Own56.30% Short Float1.23% Perf Quarter-8.69%
Sales1.76B P/S5.69 EPS this Y-13.90% Inst Trans1.34% Short Ratio1.94 Perf Half Y-23.86%
Book/sh31.43 P/B7.69 EPS next Y- ROA6.60% Target Price- Perf Year2.12%
Cash/sh13.12 P/C18.41 EPS next 5Y16.00% ROE13.40% 52W Range227.53 - 350.21 Perf YTD-29.37%
Dividend1.44 P/FCF40.79 EPS past 5Y3.70% ROI11.00% 52W High-31.02% Beta1.17
Dividend %0.60% Quick Ratio1.30 Sales past 5Y16.30% Gross Margin58.50% 52W Low6.17% ATR9.12
Employees10038 Current Ratio1.30 Sales Q/Q16.30% Oper. Margin14.00% RSI (14)44.31 Volatility3.65% 3.53%
OptionableYes Debt/Eq0.00 EPS Q/Q-16.00% Profit Margin10.50% Rel Volume0.70 Prev Close241.56
ShortableYes LT Debt/Eq0.37 EarningsApr 27 AMC Payout30.40% Avg Volume158.94K Price241.56
Recom- SMA20-1.76% SMA50-8.21% SMA200-15.09% Volume0 Change0.00%
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 ChairmanMay 23Sale246.5910,6272,620,56212,509,028May 24 11:54 AM
Mansueto Joseph DExecutive ChairmanMay 20Sale240.8710,1292,439,80012,519,655May 24 11:54 AM
TSAY CAROLINE JDirectorMay 20Sale240.66594142,9545,750May 20 02:40 PM
TSAY CAROLINE JDirectorMay 19Sale227.5336983,9596,344May 20 02:40 PM
Mansueto Joseph DExecutive ChairmanMay 19Sale236.1811,8462,797,82112,529,784May 20 11:02 AM
DUBINSKY JASONChief Financial OfficerMay 17Option Exercise0.001,568018,553May 17 06:21 PM
Dunn Daniel JosephChief Revenue OfficerMay 17Option Exercise0.00784012,172May 17 06:10 PM
Kapoor KunalCEOMay 17Option Exercise0.006,4280117,283May 17 06:07 PM
Desmond BevinChief Talent & Culture OfficerMay 17Option Exercise0.00896024,517May 17 05:59 PM
Mansueto Joseph DExecutive ChairmanMay 17Sale242.2211,4182,765,61212,541,630May 18 12:23 PM
Mansueto Joseph DExecutive ChairmanMay 16Sale242.19800193,75512,553,048May 18 12:23 PM
Diamonte RobinDirectorMay 16Sale241.00600144,6008,467May 17 02:49 PM
Mansueto Joseph DExecutive ChairmanMay 13Sale240.1314,5003,481,91912,553,848May 16 04:55 PM
Mansueto Joseph DExecutive ChairmanMay 12Sale233.737,3451,716,74912,568,348May 16 04:55 PM
Mansueto Joseph DExecutive ChairmanMay 11Sale239.393,606863,23612,575,693May 12 09:59 AM
Mansueto Joseph DExecutive ChairmanMay 10Sale236.9412,3852,934,45512,579,299May 12 09:59 AM
Mansueto Joseph DExecutive ChairmanMay 06Sale251.7110025,17112,591,684May 10 12:35 PM
Mansueto Joseph DExecutive ChairmanMay 04Sale258.129,0072,324,84312,591,784May 06 05:36 PM
Mansueto Joseph DExecutive ChairmanMay 03Sale254.9213,1003,339,43112,600,791May 04 11:29 AM
Mansueto Joseph DExecutive ChairmanMay 02Sale252.709,3092,352,42812,613,891May 04 11:29 AM
Mansueto Joseph DExecutive ChairmanApr 04Sale273.3415,0774,121,18212,623,200Apr 05 12:15 PM
Mansueto Joseph DExecutive ChairmanApr 01Sale272.602,200599,72212,638,277Apr 04 11:06 AM
Mansueto Joseph DExecutive ChairmanMar 31Sale279.213,7071,035,03212,640,477Apr 04 11:06 AM
Mansueto Joseph DExecutive ChairmanMar 30Sale280.2113,6143,814,73112,644,184Mar 31 05:56 PM
Mansueto Joseph DExecutive ChairmanMar 29Sale279.5516,1724,520,83012,657,798Mar 31 05:56 PM
Mansueto Joseph DExecutive ChairmanMar 28Sale271.928,9762,440,76912,673,970Mar 29 01:33 PM
Mansueto Joseph DExecutive ChairmanMar 25Sale268.2410,0502,695,77512,682,946Mar 29 01:33 PM
Mansueto Joseph DExecutive ChairmanMar 24Sale268.7211,4293,071,14812,692,996Mar 25 10:24 AM
Mansueto Joseph DExecutive ChairmanMar 22Sale282.019,3372,633,16612,704,425Mar 23 05:12 PM
Mansueto Joseph DExecutive ChairmanMar 21Sale281.973,506988,58812,713,762Mar 23 05:12 PM
Mansueto Joseph DExecutive ChairmanMar 18Sale280.2914,0253,931,03812,717,268Mar 21 05:19 PM
Mansueto Joseph DExecutive ChairmanMar 17Sale273.0911,7063,196,82912,731,293Mar 21 05:19 PM
Mansueto Joseph DExecutive ChairmanMar 16Sale267.1017,6884,724,40812,742,999Mar 17 01:14 PM
Mansueto Joseph DExecutive ChairmanMar 15Sale262.4615,0543,951,12112,760,687Mar 17 01:14 PM
Mansueto Joseph DExecutive ChairmanMar 14Sale262.1213,6183,569,57312,775,741Mar 15 04:50 PM
Mansueto Joseph DExecutive ChairmanMar 11Sale263.629,6832,552,59012,789,359Mar 15 04:50 PM
Mansueto Joseph DExecutive ChairmanMar 10Sale268.6615040,29912,799,042Mar 11 10:44 AM
Mansueto Joseph DExecutive ChairmanMar 09Sale268.7811,9373,208,45212,799,192Mar 11 10:44 AM
Mansueto Joseph DExecutive ChairmanMar 08Sale257.1613,1243,374,98312,811,129Mar 09 12:02 PM
Mansueto Joseph DExecutive ChairmanMar 07Sale266.43579154,26112,824,253Mar 09 12:02 PM
Mansueto Joseph DExecutive ChairmanMar 03Sale271.4011,9223,235,63712,824,832Mar 07 01:35 PM
Mansueto Joseph DExecutive ChairmanMar 02Sale270.8121,0535,701,30112,836,754Mar 03 04:33 PM
Mansueto Joseph DExecutive ChairmanMar 01Sale279.83600167,89612,857,807Mar 03 04:33 PM
DUBINSKY JASONChief Financial OfficerMar 01Sale280.041,500420,05815,751Mar 03 05:50 PM
Mansueto Joseph DExecutive ChairmanFeb 24Sale265.2613,4993,580,70312,889,651Feb 25 09:57 AM
Mansueto Joseph DExecutive ChairmanFeb 23Sale270.514,2471,148,87212,903,150Feb 25 09:57 AM
Mansueto Joseph DExecutive ChairmanFeb 22Sale273.144,5451,241,40312,907,397Feb 23 05:18 PM
Mansueto Joseph DExecutive ChairmanFeb 18Sale273.859,8192,688,90512,911,942Feb 23 05:18 PM
Mansueto Joseph DExecutive ChairmanFeb 16Sale281.054,4281,244,50812,921,761Feb 17 04:12 PM
Mansueto Joseph DExecutive ChairmanFeb 15Sale282.1913,7723,886,38512,926,189Feb 17 04:12 PM
Mansueto Joseph DExecutive ChairmanFeb 14Sale284.79700199,35412,939,961Feb 15 01:37 PM
Mansueto Joseph DExecutive ChairmanFeb 11Sale294.495,1491,516,31412,940,661Feb 15 01:37 PM
Mansueto Joseph DExecutive ChairmanFeb 10Sale296.0812,5083,703,42812,945,810Feb 11 03:29 PM
Mansueto Joseph DExecutive ChairmanFeb 09Sale295.2910,8823,213,39412,958,318Feb 11 03:29 PM
Mansueto Joseph DExecutive ChairmanFeb 08Sale292.2733397,32612,969,200Feb 09 09:57 AM
Mansueto Joseph DExecutive ChairmanFeb 07Sale295.4812,1713,596,22812,969,533Feb 09 09:57 AM
Mansueto Joseph DExecutive ChairmanFeb 04Sale294.0812,5043,677,12212,981,704Feb 07 02:41 PM
Mansueto Joseph DExecutive ChairmanFeb 03Sale294.24950279,53012,994,208Feb 07 02:41 PM
Mansueto Joseph DExecutive ChairmanFeb 02Sale294.1415,4134,533,54112,995,158Feb 03 11:15 AM
Mansueto Joseph DExecutive ChairmanFeb 01Sale287.6112,6293,632,20813,010,571Feb 03 11:15 AM
Mansueto Joseph DExecutive ChairmanJan 24Sale281.221,116313,84713,023,200Jan 26 11:12 AM
Mansueto Joseph DExecutive ChairmanJan 21Sale285.0714942,47613,024,316Jan 24 10:09 AM
Mansueto Joseph DExecutive ChairmanJan 20Sale292.003,4571,009,43613,024,465Jan 24 10:09 AM
Mansueto Joseph DExecutive ChairmanJan 19Sale295.446,8102,011,92813,027,922Jan 20 04:26 PM
Mansueto Joseph DExecutive ChairmanJan 18Sale295.1910029,51913,034,732Jan 20 04:26 PM
Mansueto Joseph DExecutive ChairmanJan 14Sale298.09866258,14813,034,832Jan 18 03:57 PM
Mansueto Joseph DExecutive ChairmanJan 13Sale318.311,334424,63013,035,698Jan 18 03:57 PM
Mansueto Joseph DExecutive ChairmanJan 12Sale308.9329,0008,958,97113,037,032Jan 13 03:48 PM
Mansueto Joseph DExecutive ChairmanJan 11Sale304.8418,0305,496,20813,066,032Jan 13 03:48 PM
Mansueto Joseph DExecutive ChairmanJan 07Sale315.69786248,13513,084,062Jan 11 12:24 PM
Mansueto Joseph DExecutive ChairmanJan 06Sale320.7418358,69613,084,848Jan 07 10:51 AM
Mansueto Joseph DExecutive ChairmanJan 05Sale335.301,619542,85213,085,031Jan 07 10:51 AM
Mansueto Joseph DExecutive ChairmanJan 04Sale335.599,6593,241,47113,086,650Jan 05 04:53 PM
Mansueto Joseph DExecutive ChairmanJan 03Sale341.351,850631,50013,096,309Jan 05 04:53 PM
Mansueto Joseph DExecutive ChairmanDec 31Sale342.168,5062,910,44813,098,159Jan 03 10:37 AM
Mansueto Joseph DExecutive ChairmanDec 30Sale343.464,2921,474,11213,106,665Jan 03 10:37 AM
Mansueto Joseph DExecutive ChairmanDec 29Sale345.588,4492,919,77213,110,957Dec 30 10:39 AM
Mansueto Joseph DExecutive ChairmanDec 28Sale346.218,6893,008,23913,119,406Dec 30 10:39 AM
Mansueto Joseph DExecutive ChairmanDec 27Sale343.998,8593,047,39413,128,095Dec 28 11:50 AM
Mansueto Joseph DExecutive ChairmanDec 23Sale339.229,3753,180,21213,136,954Dec 28 11:50 AM
Mansueto Joseph DExecutive ChairmanDec 22Sale336.3610,0003,363,57613,146,329Dec 23 02:08 PM
Mansueto Joseph DExecutive ChairmanDec 21Sale333.6911,1793,730,31413,156,329Dec 23 02:08 PM
Mansueto Joseph DExecutive ChairmanDec 20Sale330.121,100363,12913,167,508Dec 21 05:33 PM
Mansueto Joseph DExecutive ChairmanDec 17Sale335.739,0213,028,66413,168,608Dec 21 05:33 PM
Mansueto Joseph DExecutive ChairmanDec 16Sale334.4219,2956,452,66813,177,629Dec 17 04:53 PM
Mansueto Joseph DExecutive ChairmanDec 15Sale327.8913,5914,456,41913,196,924Dec 17 04:53 PM
Mansueto Joseph DExecutive ChairmanDec 14Sale324.4210,4193,380,09813,210,515Dec 15 04:31 PM
Mansueto Joseph DExecutive ChairmanDec 13Sale323.899,2773,004,75713,220,934Dec 15 04:31 PM
Mansueto Joseph DExecutive ChairmanDec 10Sale321.3410,5163,379,22713,230,211Dec 13 11:44 AM
Mansueto Joseph DExecutive ChairmanDec 09Sale324.582,336758,21813,240,727Dec 13 11:44 AM
Mansueto Joseph DExecutive ChairmanDec 08Sale322.978,0532,600,85013,276,743Dec 09 12:50 PM
Mansueto Joseph DExecutive ChairmanDec 07Sale321.2010,1123,247,94313,284,796Dec 09 12:50 PM
Mansueto Joseph DExecutive ChairmanDec 06Sale314.5410,8983,427,87313,294,908Dec 07 10:47 AM
Mansueto Joseph DExecutive ChairmanDec 03Sale320.71648207,82213,305,806Dec 07 10:47 AM
Mansueto Joseph DExecutive ChairmanDec 02Sale318.4311,7673,747,01813,306,454Dec 03 04:01 PM
Mansueto Joseph DExecutive ChairmanDec 01Sale314.4114,6044,591,68113,318,221Dec 03 04:01 PM
Mansueto Joseph DExecutive ChairmanNov 29Sale318.3910,8253,446,52013,332,825Dec 01 04:59 PM
Mansueto Joseph DExecutive ChairmanNov 24Sale318.227,4372,366,56713,343,650Nov 26 12:05 PM
Mansueto Joseph DExecutive ChairmanNov 23Sale317.006,4002,028,80913,351,087Nov 26 12:05 PM
DUBINSKY JASONChief Financial OfficerNov 22Sale318.963,007959,11617,548Nov 23 01:45 PM