MORN
Morningstar IncNASDAQ
Financial Services • Financial Data & Stock Exchanges
Factor tilt: Mid-Cap Blend
$244.15-1.22%
Close Nov 6, 2026
- Market cap
- $9.28B
- 1 month
- +20.4%
- 3 months
- +21.4%
- 1 year
- +14.9%
- 52-week range
- $141.84$247.17
- Dividend, last 12 mo
- $2.00 · 0.82% yield
- Last ex-date
- Oct 2, 2026 · $0.50
- Dividend growth
- 4 years in a row
- Short interest
- 6.4% of float1.2M shares · settled Oct 15, 2026 · -12.7% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $2.62B
- Net income
- $445.5M
- Free cash flow
- —
- Book value
- $1.03B
- Total debt
- —
- P/E
- 20.8×
- Price / sales
- 3.5×
- Price / book
- 9.1×
- FCF yield
- —
- Net margin
- +17.0%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Morningstar Inc
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement.
Read more
The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
- Website
- morningstar.com
- Headquarters
- Chicago, IL, United States
- Employees
- 10,973
- Listed
- May 3, 2005
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 30, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Oct 28, 2026 | $672.1M | +8.9% | $115.5M |
| Jun 2026filed Jul 29, 2026 | $663.2M | +9.6% | $107.8M |
| Mar 2026filed Apr 29, 2026 | $644.8M | +10.8% | $107.1M |
| Dec 2025filed Feb 13, 2026 | $641.1M | +8.5% | $115.1M |
| Sep 2025filed Oct 30, 2025 | $617.4M | +8.4% | $91.6M |
| Jun 2025filed Jul 31, 2025 | $605.1M | +5.8% | $89.0M |
| Mar 2025filed May 1, 2025 | $581.9M | +7.2% | $78.5M |
| Dec 2024filed Feb 28, 2025 | $591.0M | +9.7% | $116.9M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 13, 2026 | $2.4B | +7.5% | $374.2M |
| Dec 2024filed Feb 28, 2025 | $2.3B | +11.6% | $369.9M |
| Dec 2023filed Feb 29, 2024 | $2.0B | +9.0% | $141.1M |
| Dec 2022filed Feb 24, 2023 | $1.9B | +10.1% | $70.5M |
| Dec 2021filed Feb 25, 2022 | $1.7B | +22.3% | $193.3M |
| Dec 2020filed Feb 26, 2021 | $1.4B | +17.9% | $223.6M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched MORN. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
1,243,745 shares short
-180,535 shares (-12.7%) vs Sep 30, 2026
6.4% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
1,424,280 shares short
-10,451 shares (-0.7%) vs Sep 15, 2026
7.4% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
1,434,731 shares short
+38,844 shares (+2.8%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
1,395,887 shares short
-139,486 shares (-9.1%) vs Aug 14, 2026
7.2% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
1,535,373 shares short
+76,484 shares (+5.2%) vs Jul 31, 2026
7.9% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
1,458,889 shares short
-4,589 shares (-0.3%) vs Jul 15, 2026
7.5% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind MORN’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.5 per share
Ex-dividend date: Oct 2, 2026
Recorded pay date: Oct 30, 2026 (past date)
Cash dividend · Polygon event record
USD 0.5 per share
Ex-dividend date: Jul 10, 2026
Recorded pay date: Jul 31, 2026 (past date)
Cash dividend · Polygon event record
USD 0.5 per share
Ex-dividend date: Apr 2, 2026
Recorded pay date: Apr 30, 2026 (past date)
Cash dividend · Polygon event record
USD 0.5 per share
Ex-dividend date: Jan 2, 2026
Recorded pay date: Jan 30, 2026 (past date)
Cash dividend · Polygon event record
USD 0.455 per share
Ex-dividend date: Oct 3, 2025
Recorded pay date: Oct 31, 2025 (past date)
Cash dividend · Polygon event record
USD 0.455 per share
Ex-dividend date: Jul 11, 2025
Recorded pay date: Jul 31, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: LOW
40 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: accumulating (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bearish
Last trade: sell 1 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
421 filers reported a long position in MORN for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
55.9%
of the 24.3M shares 13-F filers reported
Moves vs Q1 2026
3 added7 trimmed
Net shares held
+23.2%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | $545.9M · 3.5M shares | 3.5M | +360.7% |
| 2 | BlackRock, Inc. | $324.8M · 2.1M shares | 2.1M | -11% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $232.9M · 1.5M shares | 1.5M | -10.2% |
| 4 | MORGAN STANLEY | $231.6M · 1.5M shares | 1.5M | -14.2% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $203.5M · 1.3M shares | 1.3M | +109.2% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $148.2M · 950.1K shares | 950.1K | -9.7% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $139.5M · 894.4K shares | 894.4K | -9.6% |
| 8 | STATE STREET CORP | $111.8M · 716.5K shares | 716.5K | -2.6% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $90.2M · 578.3K shares | 578.3K | -3.5% |
| 10 | DIMENSIONAL FUND ADVISORS LP | $87.7M · 561.9K shares | 561.9K | +8.5% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of MORN file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Oct 27, 2026 | BlackRock, Inc.13G · passive · amended | 4.9%under 5% |
| Aug 14, 2026 | BAMCO INC /NY/13G · passive | 9.2% |
| Aug 5, 2026 | Mansueto Joseph D13G · passive · amended | 39.2% |
| Aug 3, 2026 | Mansueto Daniel13G · passive · amended | 10% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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