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MORN [NASD]
Morningstar, Inc.
Index- P/E55.56 EPS (ttm)4.90 Insider Own30.70% Shs Outstand43.10M Perf Week-7.70%
Market Cap11.98B Forward P/E- EPS next Y- Insider Trans-5.65% Shs Float24.92M Perf Month-19.81%
Income212.10M PEG3.47 EPS next Q- Inst Own54.70% Short Float0.87% Perf Quarter-9.41%
Sales1.62B P/S7.41 EPS this Y47.10% Inst Trans2.04% Short Ratio1.69 Perf Half Y11.46%
Book/sh32.15 P/B8.47 EPS next Y- ROA7.80% Target Price- Perf Year16.42%
Cash/sh11.07 P/C24.59 EPS next 5Y16.00% ROE15.90% 52W Range219.85 - 350.21 Perf YTD-20.39%
Dividend1.44 P/FCF42.56 EPS past 5Y11.60% ROI9.00% 52W High-22.26% Beta1.20
Dividend %0.53% Quick Ratio1.10 Sales past 5Y12.00% Gross Margin59.30% 52W Low23.84% ATR10.04
Employees9272 Current Ratio1.10 Sales Q/Q20.10% Oper. Margin15.30% RSI (14)25.24 Volatility3.94% 3.11%
OptionableYes Debt/Eq0.00 EPS Q/Q-36.00% Profit Margin13.10% Rel Volume1.49 Prev Close282.29
ShortableYes LT Debt/Eq0.27 EarningsOct 27 AMC Payout25.20% Avg Volume128.35K Price272.26
Recom- SMA20-13.44% SMA50-14.69% SMA200-1.13% Volume190,751 Change-3.55%
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 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
Mansueto Joseph DExecutive ChairmanNov 22Sale323.581,776574,68113,357,487Nov 23 01:45 PM
Mansueto Joseph DExecutive ChairmanNov 19Sale325.027,7782,527,97813,359,263Nov 23 01:45 PM
Mansueto Joseph DExecutive ChairmanNov 18Sale322.398,9522,886,06213,367,041Nov 19 04:25 PM
Mansueto Joseph DExecutive ChairmanNov 17Sale320.945,2581,687,51113,375,993Nov 19 04:25 PM
Desmond BevinHead of Talent and CultureNov 16Option Exercise0.00915023,052Nov 18 03:50 PM
Dunn Daniel JosephChief Revenue OfficerNov 16Option Exercise0.00686010,296Nov 18 03:50 PM
Kapoor KunalCEONov 16Option Exercise0.006,1010108,404Nov 18 03:50 PM
DUBINSKY JASONChief Financial OfficerNov 16Option Exercise0.001,029020,725Nov 18 03:51 PM
Mansueto Joseph DExecutive ChairmanNov 16Sale319.779,6003,069,81513,381,251Nov 17 12:24 PM
Mansueto Joseph DExecutive ChairmanNov 15Sale317.292,462781,16813,390,851Nov 17 12:24 PM
Mansueto Joseph DExecutive ChairmanNov 12Sale317.348,9152,829,10913,393,313Nov 15 01:25 PM
Kaplan Steven NDirectorNov 11Sale312.871,000312,87044,130Nov 12 12:05 PM
Mansueto Joseph DExecutive ChairmanNov 11Sale314.3810,7303,373,29013,402,228Nov 15 01:25 PM
Mansueto Joseph DExecutive ChairmanNov 10Sale312.469,5092,971,18413,412,958Nov 12 12:07 PM
Mansueto Joseph DExecutive ChairmanNov 09Sale311.826,7392,101,35613,422,467Nov 12 12:07 PM
Mansueto Joseph DExecutive ChairmanNov 08Sale312.174,7921,495,91813,429,206Nov 09 01:43 PM
Mansueto Joseph DExecutive ChairmanNov 05Sale314.442,213695,86413,433,998Nov 09 01:43 PM
Mansueto Joseph DExecutive ChairmanNov 04Sale313.748,8942,790,42913,436,211Nov 05 10:13 AM
Mansueto Joseph DExecutive ChairmanNov 03Sale311.005,7511,788,53413,445,105Nov 05 10:13 AM
Mansueto Joseph DExecutive ChairmanNov 02Sale316.203,2121,015,64213,450,856Nov 03 12:14 PM
Mansueto Joseph DExecutive ChairmanNov 01Sale315.832,812888,12713,454,068Nov 03 12:14 PM
Mansueto Joseph DExecutive ChairmanOct 18Sale275.083,7191,023,01913,456,880Oct 19 12:55 PM
Mansueto Joseph DExecutive ChairmanOct 15Sale273.777,4002,025,89213,460,599Oct 19 12:55 PM
Mansueto Joseph DExecutive ChairmanOct 14Sale271.227,5092,036,62613,467,999Oct 15 12:13 PM
Mansueto Joseph DExecutive ChairmanOct 13Sale267.498,2922,218,01413,475,508Oct 15 12:13 PM
Mansueto Joseph DExecutive ChairmanOct 12Sale346.374,5261,567,66613,483,800Oct 13 03:17 PM
Mansueto Joseph DExecutive ChairmanOct 11Sale273.174,5471,242,10413,488,326Oct 13 03:17 PM
Mansueto Joseph DExecutive ChairmanOct 08Sale272.9610,5932,891,50613,492,873Oct 13 03:17 PM
Mansueto Joseph DExecutive ChairmanOct 07Sale271.0611,0362,991,40313,503,466Oct 08 12:16 PM
Mansueto Joseph DExecutive ChairmanOct 06Sale264.727,9962,116,70513,514,502Oct 08 12:16 PM
Mansueto Joseph DExecutive ChairmanOct 05Sale260.6810,3222,690,70213,522,498Oct 06 04:26 PM
Mansueto Joseph DExecutive ChairmanOct 01Sale260.369,8802,572,37013,532,820Oct 04 11:38 AM
Mansueto Joseph DExecutive ChairmanSep 30Sale265.462,550676,92213,542,700Oct 04 11:38 AM
Mansueto Joseph DExecutive ChairmanSep 29Sale268.923,437924,26713,545,250Sep 30 02:27 PM
Mansueto Joseph DExecutive ChairmanSep 28Sale271.5331084,17413,548,687Sep 30 02:27 PM
Mansueto Joseph DExecutive ChairmanSep 27Sale277.6825069,42013,548,997Sep 28 01:09 PM
Mansueto Joseph DExecutive ChairmanSep 24Sale278.189,6342,679,98913,549,247Sep 28 01:09 PM
Mansueto Joseph DExecutive ChairmanSep 23Sale276.408,9772,481,21813,558,881Sep 24 11:45 AM
Mansueto Joseph DExecutive ChairmanSep 22Sale272.789,0362,464,81013,567,858Sep 24 11:45 AM
Mansueto Joseph DExecutive ChairmanSep 21Sale273.155,3971,474,18113,576,894Sep 22 11:01 AM
Mansueto Joseph DExecutive ChairmanSep 20Sale275.121,195328,77113,582,291Sep 22 11:01 AM
Mansueto Joseph DExecutive ChairmanSep 17Sale275.392,946811,30213,583,486Sep 20 10:51 AM
Mansueto Joseph DExecutive ChairmanSep 16Sale276.469,0052,489,50413,586,432Sep 20 10:51 AM
Mansueto Joseph DExecutive ChairmanSep 15Sale275.088,0002,200,62313,595,437Sep 16 01:01 PM
Mansueto Joseph DExecutive ChairmanSep 14Sale272.7812,0893,297,65413,603,437Sep 16 01:01 PM
Mansueto Joseph DExecutive ChairmanSep 13Sale278.1335398,17813,615,526Sep 14 03:56 PM
Mansueto Joseph DExecutive ChairmanSep 10Sale281.657,0181,976,63813,615,879Sep 14 03:56 PM
Mansueto Joseph DExecutive ChairmanSep 09Sale282.347,8862,226,51813,622,897Sep 10 01:21 PM
Mansueto Joseph DExecutive ChairmanSep 08Sale278.7012,2313,408,83313,630,783Sep 10 01:21 PM
Mansueto Joseph DExecutive ChairmanSep 07Sale279.829,2972,601,49113,643,014Sep 08 03:09 PM
Mansueto Joseph DExecutive ChairmanSep 03Sale278.479,5002,645,45713,652,311Sep 08 03:09 PM
Mansueto Joseph DExecutive ChairmanSep 02Sale280.3912,1033,393,50513,661,811Sep 03 01:07 PM
Mansueto Joseph DExecutive ChairmanSep 01Sale273.3811,6413,182,42213,673,914Sep 03 01:07 PM
Mansueto Joseph DExecutive ChairmanAug 31Sale268.809,7882,631,01913,685,555Sep 01 12:56 PM
Mansueto Joseph DExecutive ChairmanAug 30Sale264.8511,1942,964,74213,695,343Sep 01 12:56 PM
Mansueto Joseph DExecutive ChairmanAug 27Sale262.683,162830,60913,706,537Aug 30 01:52 PM
Mansueto Joseph DExecutive ChairmanAug 26Sale264.062,876759,42913,709,699Aug 30 01:52 PM
Mansueto Joseph DExecutive ChairmanAug 25Sale264.817,9002,091,97213,712,575Aug 26 04:28 PM
Mansueto Joseph DExecutive ChairmanAug 24Sale263.216,6941,761,93413,720,475Aug 26 04:28 PM
Mansueto Joseph DExecutive ChairmanAug 23Sale262.477,7332,029,69818,227,169Aug 24 12:55 PM
Mansueto Joseph DExecutive ChairmanAug 20Sale262.228,8342,316,43218,234,902Aug 24 12:55 PM