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MORN

Morningstar Inc

May 01 • 04:00PM ET

169.03

+0.32 0.19 %

Financial • Financial Data & Stock Exchanges • USA • Mid • NASD

Apr 30, 8:31 PMStrong Q1 earnings beat overshadowed by surging debt, 50% higher liabilities, and heavy insider selling.

Peers: SPGI MSCI ICE NDAQ VRSK TRI FDS CRIS MCO SCHW

| Held by: IJH VTI VB VBK VXF MDY XMHQ VIG SPMD IWP

Scroll to Statements

Index	-	P/E	17.23	EPS (ttm)	9.81	Insider Own	47.02%	Shs Outstand	38.03M	Perf Week	-4.11%
Market Cap	6.43B	Forward P/E	12.49	EPS next Y	13.54	Insider Trans	-1.10%	Shs Float	20.15M	Perf Month	-0.39%
Enterprise Value	7.80B	PEG	0.61	EPS next Q	2.82	Inst Own	62.73%	Short Float	7.23%	Perf Quarter	-16.36%
Income	402.80M	P/S	2.56	EPS this Y	20.66%	Inst Trans	-6.01%	Short Ratio	2.38	Perf Half Y	-19.06%
Sales	2.51B	P/B	6.31	EPS next Y	13.78%	ROA	10.64%	Short Interest	1.46M	Perf YTD	-22.22%
Book/sh	26.79	P/C	12.08	EPS next 5Y	20.59%	ROE	30.66%	52W High	316.71 -46.63%	Perf Year	-40.31%
Cash/sh	13.99	P/FCF	14.70	EPS past 3/5Y	75.39% 11.37%	ROIC	14.06%	52W Low	149.08 13.38%	Perf 3Y	-7.04%
Dividend Est.	2.02 (1.20%)	EV/EBITDA	10.28	Sales past 3/5Y	9.34% 11.97%	Gross Margin	53.97%	Volatility	4.64% 3.96%	Perf 5Y	-36.22%
Dividend TTM	1.91 (1.13%)	EV/Sales	3.11	EPS Y/Y TTM	10.06%	Oper. Margin	22.52%	ATR (14)	7.84	Perf 10Y	103.16%
Dividend Ex-Date	Jul 10, 2026	Quick Ratio	1.00	Sales Y/Y TTM	8.39%	Profit Margin	16.06%	RSI (14)	42.74	Recom	1.00
Dividend Gr. 3/5Y	8.41% 8.80%	Current Ratio	1.00	EPS Q/Q	49.62%	SMA20	-5.01%	Beta	0.98	Target Price	246.00
Payout	21.03%	Debt/Eq	1.87	Sales Q/Q	10.81%	SMA50	-4.30%	Rel Volume	1.25	Prev Close	168.71
Employees	10973	LT Debt/Eq	1.81	Earnings	Apr 29 AMC	SMA200	-21.10%	Avg Volume	611.26K	Price	169.03
IPO	May 03, 2005	Option/Short	Yes / Yes	EPS/Sales Surpr.	32.11% 2.85%	Trades		Volume	762,936	Change	0.19%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-09-24	Downgrade	Redburn Atlantic	Buy → Neutral	$340
Oct-08-24	Initiated	UBS	Buy	$390
Aug-12-24	Initiated	BMO Capital Markets	Outperform	$352
Oct-30-23	Upgrade	Redburn Atlantic	Neutral → Overweight	$320
Jan-11-23	Downgrade	Redburn	Buy → Neutral
Sep-20-22	Upgrade	Redburn	Neutral → Buy
Oct-31-08	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$67 → $40
May-02-08	Upgrade	Keefe Bruyette	Mkt Perform → Outperform

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04:15PM	Loading…
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12:34PM	Loading…
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Mar-31-26 08:30AM	Morningstar Expands Investment Data Available on Snowflake Marketplace (Business Wire)
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Feb-27-26 03:53PM	Private markets in 401(k)s face major liquidity challenges: Morningstar (Financial Planning)
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Feb-19-26 02:07PM	Morningstar: Active Funds Underperformed Passive Peers in 2025 (Wealth Management)
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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
Mansueto Joseph D	Officer	May 01 '26	Proposed Sale	171.02	100,000	17,102,100		May 01 05:10 PM
Holt Michael	Chief Financial Officer	Mar 04 '26	Buy	186.59	1,000	186,590	9,480	Mar 04 04:54 PM
Mansueto Joseph D	Executive Chairman	Mar 02 '26	Sale	182.32	3,122	569,191	8,138,232	Mar 02 05:07 PM
Mansueto Joseph D	Executive Chairman	Feb 27 '26	Sale	181.60	7,250	1,316,603	8,141,354	Feb 27 05:52 PM
Mansueto Joseph D	Executive Chairman	Feb 26 '26	Sale	178.00	7,250	1,290,514	8,148,604	Feb 27 05:52 PM
Mansueto Joseph D	Executive Chairman	Feb 25 '26	Sale	164.90	7,250	1,195,541	8,155,854	Feb 25 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 24 '26	Sale	159.47	7,250	1,156,161	8,163,104	Feb 25 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 19 '26	Sale	161.87	7,250	1,173,553	8,176,962	Feb 20 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 20 '26	Sale	161.34	6,608	1,066,111	8,170,354	Feb 20 05:03 PM
Mansueto Joseph D	Executive Chairman	Feb 17 '26	Sale	160.63	7,304	1,173,224	8,184,212	Feb 18 06:15 PM
Mansueto Joseph D	Executive Chairman	Feb 18 '26	Sale	159.09	6,737	1,071,771	8,184,725	Feb 18 06:15 PM
Mansueto Joseph D	Executive Chairman	Feb 13 '26	Sale	156.21	7,250	1,132,490	8,198,253	Feb 13 05:11 PM
Mansueto Joseph D	Executive Chairman	Feb 12 '26	Sale	154.74	6,939	1,073,754	8,205,503	Feb 13 05:11 PM
Mansueto Joseph D	Executive Chairman	Feb 10 '26	Sale	162.84	3,214	523,356	8,212,442	Feb 11 05:02 PM
Mansueto Joseph D	Executive Chairman	Feb 09 '26	Sale	165.00	1,653	272,750	8,215,656	Feb 11 05:02 PM
Mansueto Joseph D	Executive Chairman	Feb 04 '26	Sale	180.80	7,250	1,310,805	8,230,125	Feb 06 05:47 PM
Mansueto Joseph D	Executive Chairman	Feb 05 '26	Sale	185.21	6,464	1,197,215	8,223,661	Feb 06 05:47 PM
Mansueto Joseph D	Executive Chairman	Feb 06 '26	Sale	169.57	6,352	1,077,100	8,217,309	Feb 06 05:47 PM
Mansueto Joseph D	Executive Chairman	Feb 02 '26	Sale	202.38	857	173,443	8,237,375	Feb 04 04:07 PM
Mansueto Joseph D	Officer	Feb 02 '26	Proposed Sale	202.38	100,000	20,238,350		Feb 02 05:00 PM
TSAY CAROLINE J	Director	Dec 29 '25	Sale	218.48	600	131,090	3,745	Dec 30 04:22 PM
TSAY CAROLINE J	Director	Dec 29 '25	Proposed Sale	218.48	600	131,090		Dec 29 04:41 PM
Mansueto Joseph D	Executive Chairman	Nov 25 '25	Sale	213.12	1,286	274,069	8,600,815	Nov 26 05:40 PM
Mansueto Joseph D	Executive Chairman	Nov 24 '25	Sale	211.99	316	66,990	8,602,101	Nov 26 05:40 PM
Mansueto Joseph D	Executive Chairman	Nov 21 '25	Sale	211.22	7,250	1,531,379	8,602,417	Nov 24 04:44 PM
Mansueto Joseph D	Executive Chairman	Nov 20 '25	Sale	210.89	7,250	1,528,937	8,609,667	Nov 24 04:44 PM
Mansueto Joseph D	Executive Chairman	Nov 19 '25	Sale	209.26	7,250	1,517,104	8,616,917	Nov 20 04:56 PM
Mansueto Joseph D	Executive Chairman	Nov 18 '25	Sale	208.29	7,250	1,510,089	8,624,167	Nov 20 04:56 PM
Dunn Daniel Joseph	Chief Revenue Officer	Nov 15 '25	Option Exercise	0.00	346	0	15,005	Nov 18 06:07 PM
Kapoor Kunal	CEO	Nov 15 '25	Option Exercise	0.00	1,861	0	141,156	Nov 18 06:07 PM
Wiersema Conan	CAO & PAO	Nov 15 '25	Option Exercise	0.00	12	0	1,899	Nov 18 06:07 PM
Holt Michael	Chief Financial Officer	Nov 15 '25	Option Exercise	0.00	163	0	5,665	Nov 18 06:06 PM
Mansueto Joseph D	Executive Chairman	Nov 14 '25	Sale	213.32	6,969	1,486,610	8,632,487	Nov 18 04:41 PM
Mansueto Joseph D	Executive Chairman	Nov 17 '25	Sale	211.12	1,070	225,902	8,631,417	Nov 18 04:41 PM
Mansueto Joseph D	Executive Chairman	Nov 12 '25	Sale	215.03	7,250	1,558,990	8,646,304	Nov 14 04:40 PM
Mansueto Joseph D	Executive Chairman	Nov 13 '25	Sale	215.30	6,848	1,474,390	8,639,456	Nov 14 04:40 PM
Mansueto Joseph D	Executive Chairman	Nov 11 '25	Sale	215.71	7,250	1,563,895	8,653,554	Nov 12 04:28 PM
Mansueto Joseph D	Executive Chairman	Nov 10 '25	Sale	215.18	7,250	1,560,064	8,660,804	Nov 12 04:28 PM
Mansueto Joseph D	Executive Chairman	Nov 07 '25	Sale	211.89	7,250	1,536,191	8,668,054	Nov 12 04:28 PM
Mansueto Joseph D	Executive Chairman	Nov 05 '25	Sale	211.03	7,250	1,530,002	8,679,397	Nov 07 04:23 PM
Mansueto Joseph D	Executive Chairman	Nov 06 '25	Sale	211.61	4,093	866,134	8,675,304	Nov 07 04:23 PM
Mansueto Joseph D	Executive Chairman	Nov 03 '25	Sale	211.95	7,250	1,536,668	8,693,565	Nov 05 04:34 PM
Mansueto Joseph D	Executive Chairman	Nov 04 '25	Sale	213.72	6,918	1,478,529	8,686,647	Nov 05 04:34 PM
Mansueto Joseph D	Officer	Nov 03 '25	Proposed Sale	211.95	100,000	21,195,430		Nov 03 04:52 PM
Mansueto Joseph D	Executive Chairman	Aug 27 '25	Sale	260.65	6,705	1,747,689	9,312,836	Aug 27 05:10 PM
Mansueto Joseph D	Executive Chairman	Aug 26 '25	Sale	260.52	3,532	920,144	9,319,541	Aug 27 05:10 PM
Mansueto Joseph D	Executive Chairman	Aug 25 '25	Sale	263.15	1,644	432,618	9,323,073	Aug 27 05:10 PM
Mansueto Joseph D	Executive Chairman	Aug 22 '25	Sale	263.99	7,250	1,913,947	9,324,717	Aug 22 05:38 PM
Mansueto Joseph D	Executive Chairman	Aug 20 '25	Sale	260.30	7,250	1,887,196	9,332,981	Aug 22 05:38 PM
Mansueto Joseph D	Executive Chairman	Aug 21 '25	Sale	261.42	1,014	265,083	9,331,967	Aug 22 05:38 PM
Mansueto Joseph D	Executive Chairman	Aug 19 '25	Sale	259.59	7,250	1,882,034	9,340,231	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 15 '25	Sale	258.65	7,250	1,875,200	9,354,731	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 18 '25	Sale	258.08	7,250	1,871,045	9,347,481	Aug 19 05:31 PM
Mansueto Joseph D	Executive Chairman	Aug 13 '25	Sale	257.94	7,250	1,870,029	9,365,925	Aug 14 06:14 PM
Mansueto Joseph D	Executive Chairman	Aug 12 '25	Sale	256.50	7,250	1,859,638	9,373,175	Aug 14 06:14 PM
Mansueto Joseph D	Executive Chairman	Aug 14 '25	Sale	260.28	3,944	1,026,550	9,361,981	Aug 14 06:14 PM
Mansueto Joseph D	Executive Chairman	Aug 07 '25	Sale	261.21	7,250	1,893,746	9,394,257	Aug 11 06:33 PM
Mansueto Joseph D	Executive Chairman	Aug 08 '25	Sale	261.34	7,068	1,847,168	9,387,189	Aug 11 06:33 PM
Mansueto Joseph D	Executive Chairman	Aug 11 '25	Sale	260.28	6,764	1,760,564	9,380,425	Aug 11 06:33 PM
Mansueto Joseph D	Executive Chairman	Aug 04 '25	Sale	272.77	6,624	1,806,859	9,406,212	Aug 06 06:00 PM
Mansueto Joseph D	Executive Chairman	Aug 06 '25	Sale	261.67	4,311	1,128,046	9,401,507	Aug 06 06:00 PM
Mansueto Joseph D	Executive Chairman	Aug 05 '25	Sale	270.39	394	106,533	9,405,818	Aug 06 06:00 PM
Mansueto Joseph D	Officer	Aug 04 '25	Proposed Sale	272.77	100,000	27,277,470		Aug 04 04:52 PM
Mansueto Joseph D	Executive Chairman	May 22 '25	Sale	306.43	7,250	2,221,600	9,430,378	May 27 04:54 PM
Mansueto Joseph D	Executive Chairman	May 23 '25	Sale	305.80	1,296	396,316	9,429,082	May 27 04:54 PM
Mansueto Joseph D	Executive Chairman	May 27 '25	Sale	306.52	1,246	381,926	9,427,836	May 27 04:54 PM
Mansueto Joseph D	Executive Chairman	May 19 '25	Sale	309.86	7,250	2,246,514	9,442,731	May 21 05:16 PM
Mansueto Joseph D	Executive Chairman	May 20 '25	Sale	310.08	5,103	1,582,347	9,437,628	May 21 05:16 PM
Kapoor Kunal	CEO	May 16 '25	Option Exercise	0.00	6,667	0	144,959	May 19 09:37 PM
Wiersema Conan	CAO & PAO	May 16 '25	Option Exercise	0.00	45	0	1,522	May 19 09:05 PM
TSAY CAROLINE J	Director	May 16 '25	Sale	309.84	200	61,968	4,345	May 19 09:04 PM
Dunn Daniel Joseph	Chief Revenue Officer	May 16 '25	Option Exercise	0.00	1,241	0	15,512	May 19 08:49 PM
Holt Michael	Chief Financial Officer	May 16 '25	Option Exercise	0.00	586	0	6,058	May 19 08:40 PM
Mansueto Joseph D	Executive Chairman	May 16 '25	Sale	309.45	7,250	2,243,478	9,449,981	May 16 05:27 PM
Mansueto Joseph D	Executive Chairman	May 15 '25	Sale	306.12	7,250	2,219,363	9,457,231	May 16 05:27 PM
TSAY CAROLINE J	Director	May 16 '25	Proposed Sale	309.84	200	61,968		May 16 04:20 PM
Mansueto Joseph D	Executive Chairman	May 13 '25	Sale	309.95	7,062	2,188,884	9,466,893	May 15 05:52 PM
Mansueto Joseph D	Executive Chairman	May 14 '25	Sale	306.67	2,412	739,695	9,464,481	May 15 05:52 PM
Mansueto Joseph D	Executive Chairman	May 12 '25	Sale	309.35	7,250	2,242,775	9,473,955	May 13 05:11 PM
Mansueto Joseph D	Executive Chairman	May 09 '25	Sale	304.83	7,250	2,210,018	9,481,205	May 13 05:11 PM
Holt Michael	Chief Financial Officer	May 12 '25	Sale	309.01	353	109,081	4,575	May 13 05:09 PM
Holt Michael	Officer	May 12 '25	Proposed Sale	309.01	353	109,081		May 12 06:12 PM
Mansueto Joseph D	Executive Chairman	May 08 '25	Sale	304.52	7,250	2,207,781	9,488,455	May 09 04:28 PM
Mansueto Joseph D	Executive Chairman	May 07 '25	Sale	297.25	7,250	2,155,091	9,495,705	May 09 04:28 PM
Mansueto Joseph D	Executive Chairman	May 05 '25	Sale	295.15	7,250	2,139,843	9,506,166	May 07 05:09 PM
Mansueto Joseph D	Executive Chairman	May 06 '25	Sale	294.27	3,211	944,897	9,502,955	May 07 05:09 PM

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