Price Chart

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

Next Report Date 10/26/2022
EPS Estimate Upgrade
Last Actual EPS Upgrade
 
4.00
2.00
1.00
 
Q2 '20
Q3 '20
Q4 '20
Q1 '21
Q2 '21
No data available
Last Report Date 07/27/2022
Beat/Miss Upgrade
Return Since -9.66%
Last FQE 06/30/2022
Next FQE 09/30/2022

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

Dividends

Dividend Per Share (TTM) 1.395
2017
2018
2019
2020
2021
No data available
 
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) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
25.55%
-7.52%
33.38%
14.32%
38.93%
54.53%
48.24%
-34.16%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-20.46%
7.68%
33.93%
32.33%
32.12%
9.67%
-6.34%
29.46%
-22.01%
23.41%
17.49%
16.76%
8.20%
33.87%
26.12%
60.12%
-14.10%
-9.24%
42.82%
1.21%
40.57%
14.92%
17.35%
45.90%
38.99%
3.76%
15.52%
70.47%
-20.60%
24.16%
-21.17%
42.23%
-5.50%
As of October 06, 2022.

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

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
VRSGX 182.33M USD 4.64%
EPRE 33913.00 USD 4.10%
BGRUX 229.74M USD 3.54%
WIGRX 91.71M USD 3.23%
RGT 1.364M USD 2.14%
KCE 2.005M USD 2.02%
ECASX 205.80M USD 1.96%
GTSDX 33.76M USD 1.44%
FSTSX 47.42M USD 1.40%
FTQI 208420.0 USD 1.06%
RVT 12.77M USD 0.81%

Top Portfolio Holders

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Other Resources

Whale Wisdom 13F Filings
Seeking Alpha Call Transcripts
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