Morningstar Inc (MORN)

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274.42 +2.04  +0.75% NASDAQ Oct 15, 16:00 274.37 -0.05  -0.02% Pre-Market: 20:00 USD
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Key Stats

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News

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Events

Date Type Description
10/27/2021 Earnings Results Q3 2021 Earnings Results
10/18/2021 Dividends 0.315 Normal dividend, declared December 04, 2020 and paid October 29, 2021
07/28/2021 Earnings Results Q2 2021 Earnings Results
07/08/2021 Dividends 0.315 Normal dividend, declared December 04, 2020 and paid July 30, 2021
05/14/2021 10:00 EST AGM 2020 Annual General Meeting
04/28/2021 Earnings Results Q1 2021 Earnings Results
04/08/2021 Dividends 0.315 Normal dividend, declared December 04, 2020 and paid April 30, 2021
02/18/2021 Earnings Results Q4 2020 Earnings Results
12/31/2020 Dividends 0.315 Normal dividend, declared December 04, 2020 and paid January 29, 2021
10/28/2020 Earnings Results Q3 2020 Earnings Results
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Total Returns Comparison

Fundamentals

Income Statement View Statement

Revenue (TTM) 1.546B
Total Expenses (TTM) 1.322B
Net Income (TTM) 239.30M

Balance Sheet View Statement

Total Assets (Quarterly) 2.712B
Total Liabilities (Quarterly) 1.362B
Shareholders Equity (Quarterly) 1.350B

Cash Flow Statement View Statement

Cash from Operations (TTM) 399.40M
Cash from Investing (TTM) -135.80M
Cash from Financing (TTM) -246.90M

Ratings & Reports

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Profile

  • Description: Morningstar 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/Growth
  • Next Earnings Release: Oct. 27, 2021
  • Last Earnings Release: Jul. 28, 2021
  • Next Ex-Dividend Date: Oct. 18, 2021
  • Last Ex-Dividend Date: Jul. 08, 2021

Analyst Coverage

Consensus Recommendations
Buy Recommendations Upgrade
Outperform Recommendations Upgrade
Hold Recommendations Upgrade
Underperform Recommendations Upgrade
Sell Recommendations Upgrade
Consensus Recommendation Upgrade
Consensus Rating Upgrade
Target Price
Price 274.42
Price Target Upgrade
Price Target Upside (Daily) Upgrade

Top Fund Holders

Symbol Name Weighting
EPRE First Trust TCW ESG Premier Equity ETF 4.56%
VRSGX Virtus KAR Small-Cap Growth R6 3.99%
RPRRX Royce Premier R 2.89%
WIGRX Wasatch Core Growth Institutional 2.79%
BGRUX Baron Growth R6 2.75%
ECASX Eaton Vance Atlanta Capital SMID-Cap C 1.84%
RGT Royce Global Value Trust 1.58%
FSCEX Fidelity Advisor® Small Cap C 1.40%
FDWM Fidelity® Women's Leadership ETF 1.20%
NUSC Nuveen ESG Small-Cap ETF 0.53%

Comparables

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