stock
MORN · Morningstar, Inc.
What Morningstar, Inc. reports to the SEC, read from its filings.
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The live MORN price and today's change.
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Thirty days of daily bars, with signal levels drawn on them.
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The latest signal group Nakagai's scanner recorded on MORN.
Sign in to see thisOptions positioning
Gamma exposure levels from the options market.
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Trend, momentum and volatility gauges per timeframe.
Sign in to see thisWhat it is
- Industry
- Investment Advice (SIC 6282)
- Filer (SEC EDGAR)
- EDGAR filing index
- Shares outstanding
- 37,513,571 as of 2026-07-24 (XBRL frame CY2026Q2I)
Key stats
Valuation
- P/E
- Locked
- P/S
- Locked
- P/B
- Locked
- Enterprise value
- Locked
- EV/EBIT
- Locked
- FCF yield
- Locked
Margins
- Gross
- —
- Operating
- 23.5%
- Net
- 16.4%
Returns
- ROE
- 41.2%
- ROA
- 10.7%
Health
- Current ratio
- 1.1x
- Debt/equity
- 1.7x
Deep value
- NCAV
- -$1.89B
- NCAV per share
- -$50.30
- Price/NCAV
- Locked
- NNWC
- -$2.15B
- NNWC per share
- -$57.19
- Price/NNWC
- Locked
Valuation and the price multiples are built on the live price. Trailing twelve months to 2026-06-30; balance sheet at 2026-06-30.
Sign in to see thisDebt is long-term debt and its current portion. Commercial paper and short-term borrowings are not counted.
Results
| Period end | Revenue | Gross profit (not reported by this company) | Operating income | Net income | Filing |
|---|---|---|---|---|---|
| 2026-06-30 | $663.20M | —Gross profit: unreported by this company. | $160.60M | $107.80M | 10-Q filed 2026-07-29 |
| 2026-03-31 | $644.80M | —Gross profit: unreported by this company. | $155.90M | $107.10M | 10-Q filed 2026-07-29 Assembled from more than one filing; the filing above is only the newest of them. |
| 2025-12-31 | $641.10M | —Gross profit: unreported by this company. | $159.60M | $115.10M | 10-K filed 2026-02-13 Derived: the full year minus the first three quarters, not a figure this filer reported as a quarter. |
| 2025-09-30 | $617.40M | —Gross profit: unreported by this company. | $127.80M | $91.60M | 10-Q filed 2025-10-30 |
| 2025-06-30 | $605.10M | —Gross profit: unreported by this company. | $125.10M | $89.00M | 10-Q filed 2026-07-29 |
| 2025-03-31 | $581.90M | —Gross profit: unreported by this company. | $114.10M | $78.50M | 10-Q filed 2026-07-29 Assembled from more than one filing; the filing above is only the newest of them. |
| 2024-12-31 | $591.00M | —Gross profit: unreported by this company. | $168.20M | $116.90M | 10-K filed 2026-02-13 Derived: the full year minus the first three quarters, not a figure this filer reported as a quarter. |
| 2024-09-30 | $569.40M | —Gross profit: unreported by this company. | $115.50M | $119.70M | 10-Q filed 2025-10-30 |
- Assets
- $3.95B
- Equity
- $1.02B
Balance as of 2026-06-30.
Ten years
| Fiscal year end | Revenue | Operating income | Net income | Free cash flow |
|---|---|---|---|---|
| 2025-12-31 | $2.45B | $526.60M | $374.20M | $442.60M |
| 2024-12-31 | $2.28B | $484.80M | $369.90M | $448.90M |
| 2023-12-31 | $2.04B | $230.60M | $141.10M | $197.30M |
| 2022-12-31 | $1.87B | $167.80M | $70.50M | $168.30M |
| 2021-12-31 | $1.70B | $257.00M | $193.30M | $348.10M |
| 2020-12-31 | $1.39B | $215.20M | $223.60M | $307.60M |
| 2019-12-31 | $1.18B | $189.60M | $152.00M | $254.40M |
| 2018-12-31 | $1.02B | $215.80M | $183.00M | $238.70M |
| 2017-12-31 | $911.70M | $169.80M | $136.90M | $183.50M |
| 2016-12-31 | $798.60M | $180.80M | $161.00M | $150.90M |
Company filings
events
Regulation FD disclosure
Regulation FD disclosureSep 258-KOther event
Other eventSep 188-KRegulation FD disclosure
Regulation FD disclosureAug 258-KResults, Regulation FD disclosure
ResultsRegulation FD disclosureJul 298-KRegulation FD disclosure
Regulation FD disclosureJun 258-KOther event
Other eventJun 188-K
5% owners ()
BAMCO INC /NY/
Passive stake
Joseph D. Mansueto
Stake update
Daniel Mansueto
Stake update
The Vanguard Group
Stake update
Daniel Mansueto
Stake update
Insiders, politicians and funds
Insider trades, last 90 days
Mansueto Joseph D
Executive Chairman, Director, 10% owner
Sale$1,238,394Aug 24, 5:15 PM ET
Mansueto Joseph D
Executive Chairman, Director, 10% owner
Sale$2,440,238Aug 21, 4:47 PM ET
Mansueto Joseph D
Executive Chairman, Director, 10% owner
Sale$4,572,830Aug 19, 5:31 PM ET
Mansueto Joseph D
Executive Chairman, Director, 10% owner
Sale$2,934,808Aug 14, 5:56 PM ET
Mansueto Joseph D
Executive Chairman, Director, 10% owner
Sale$3,074,151Aug 12, 6:54 PM ET
Politician trades, last 90 days
No politician trades filed in the last 90 days.
Funds
- Point72
Period Tue 30 Jun 2026
0.0%Trimmed - Bridgewater Associates
Period Tue 30 Jun 2026
0.0%New
News
Stories that named MORN, and the market events around them.
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nakagai
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