Morningstar Inc (MORN)
214.54
-9.74 (-4.34%)
USD |
NASDAQ |
Oct 07, 16:00
214.54
0.00 (0.00%)
After-Hours: 18:03
Price Chart
Key Stats
| Price and Performance | |
|---|---|
| Market Cap | 9.114B |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| All-Time High (Daily) | Upgrade |
| Year to Date Total Returns (Daily) | Upgrade |
| 1 Month Total Returns (Daily) | Upgrade |
| 1 Year Total Returns (Daily) | -15.42% |
| Valuation | |
| PE Ratio | 51.20 |
| PE Ratio (Forward) | Upgrade |
| PS Ratio | 5.111 |
| Price to Book Value | 7.346 |
| EV to EBITDA | Upgrade |
| Dividend | |
|---|---|
| Dividend | 0.36 |
| Dividend Yield (Forward) | Upgrade |
| Financials | |
| Revenue (5 Year Growth) | Upgrade |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (5 Year Growth) | Upgrade |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Debt to Equity Ratio | 0.9481 |
| Return on Equity | Upgrade |
| Return on Assets | Upgrade |
| Risk | |
| Beta (5Y) | Upgrade |
| Max Drawdown (5Y) | 39.18% |
News
Headline
Wire
Time (ET)
MT Newswires
10/07 15:48
Events
| DATE | TIME | TYPE | PERIOD | REPORTED EPS |
ESTIMATED EPS |
SURPRISE | |
| 10/26/2022 | -- | Results | Q3 2022 | -- | -- | -- | |
| 07/27/2022 | -- | Results | Q2 2022 | -- | -- | -- | |
| 04/27/2022 | -- | Results | Q1 2022 | -- | -- | -- | |
| 02/24/2022 | -- | Results | Q4 2021 | -- | -- | -- | |
| 10/27/2021 | -- | Results | Q3 2021 | -- | -- | -- | |
| 07/28/2021 | -- | Results | Q2 2021 | -- | -- | -- | |
| 04/28/2021 | -- | Results | Q1 2021 | -- | -- | -- | |
| 02/18/2021 | -- | Results | Q4 2020 | -- | -- | -- |
*Estimated Date/Time
Earnings
Profile
Edit
| Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America. |
| URL | https://www.morningstar.com |
| Investor Relations URL | https://shareholders.morningstar.com/investor-relations/ |
| HQ State/Province | Illinois |
| Sector | Financial Services |
| Industry | Financial Data & Stock Exchanges |
| Equity Style | Mid Cap/Blend |
| Next Earnings Release | Oct. 26, 2022 |
| Last Earnings Release | Jul. 27, 2022 |
| Next Ex-Dividend Date | Oct. 17, 2022 |
| Last Ex-Dividend Date | Jun. 30, 2022 |
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Dividends
| Dividend Per Share (TTM) | 1.395 |
|
2017
2018
2019
2020
2021
6.00%
4.00%
2.00%
|
|
| Yield to Market | 0.4234 |
| Yield to Sector | 0.093 |
| Yield to Industry | 0.269 |
| Last Dividend Amt. | 0.36 |
| Dividend Frequency | Quarterly |
| Last Ex-Dividend Date | Jun. 30, 2022 |
| Yield (TTM) | 0.65% |
| Forward Yield | 0.64% |
| Payout Ratio | 31.98% |
| Cash Payout Ratio | 25.20% |
| Consistent Payer (5Y) |
|
| Consistent Growth (5Y) |
|
Risk Info
Total Returns Comparison
Annual Total Returns Versus Peers
As of October 06, 2022.
Fundamentals
| Revenue (TTM) | 1.818B |
| Total Expenses (TTM) | 1.566B |
| Net Income (TTM) | 181.70M |
| Total Assets (Quarterly) | 3.466B |
| Total Liabilities (Quarterly) | 2.225B |
| Shareholders Equity (Quarterly) | 1.241B |
| Cash from Operations (TTM) | 350.70M |
| Cash from Investing (TTM) | -823.50M |
| Cash from Financing (TTM) | 492.40M |
Ratings
Profile
Edit
| Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America. |
| URL | https://www.morningstar.com |
| Investor Relations URL | https://shareholders.morningstar.com/investor-relations/ |
| HQ State/Province | Illinois |
| Sector | Financial Services |
| Industry | Financial Data & Stock Exchanges |
| Equity Style | Mid Cap/Blend |
| Next Earnings Release | Oct. 26, 2022 |
| Last Earnings Release | Jul. 27, 2022 |
| Next Ex-Dividend Date | Oct. 17, 2022 |
| Last Ex-Dividend Date | Jun. 30, 2022 |
Risk Info
Ownership
| Insider Ownership Percentage | Upgrade |
Jul '20
Nov '20
Mar '21
80.00%
40.00%
10.00%
Analyst Coverage
|
Consensus Rating
|
|
|
Analyst Recommendation
|
|
Source: S&P Global
Top Fund Holders
Other Resources
| Whale Wisdom | 13F Filings |
| Seeking Alpha | Call Transcripts |
| Morningstar | Insider Trading |
| Nasdaq | Institutional Ownership |
| Nasdaq | Option Chain |
| SEC | SEC Filings |
| MORN Tweets |