Morningstar Stock Today
| MORN Stock | USD 302.36 1.95 0.65% |
Performance7 of 100
| Odds Of DistressLess than 7
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Morningstar is selling at 302.36 as of the 24th of April 2024; that is 0.65 percent increase since the beginning of the trading day. The stock's open price was 300.41. Morningstar has only a 7 % chance of going through financial distress over the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Morningstar are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
Business Domain Financial Services | IPO Date 3rd of May 2005 | Classification Financials |
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in the United States and is traded on NASDAQ Exchange. The company has 42.75 M outstanding shares of which 171.96 K shares are now shorted by private and institutional investors with about 1.17 trading days to cover. More on Morningstar
Moving together with Morningstar Stock
| 0.66 | CME | CME Group | PairCorr |
Moving against Morningstar Stock
| 0.72 | DNB | Dun Bradstreet Holdings Earnings Call Next Week | PairCorr |
| 0.71 | VALU | Value Line | PairCorr |
| 0.52 | SPGI | SP Global Earnings Call Tomorrow | PairCorr |
| 0.46 | MSCI | MSCI Inc Buyout Trend | PairCorr |
| 0.46 | DHIL | Diamond Hill Investment | PairCorr |
Follow Valuation Options Odds of Bankruptcy
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Morningstar Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Morningstar's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Morningstar or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | Joe Mansueto | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Business Concentration | Financial Exchanges & Data, Financial Data & Stock Exchanges, Financial Services, NASDAQ Composite, SP Midcap 400, NASDAQ Financial 100, NASDAQ Composite Total, Financials, Capital Markets, Financial Data & Stock Exchanges, Financial Services (View all Sectors) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Average Analyst Recommendation Analysts covering Morningstar report their recommendations after researching Morningstar's financial statements, talking to executives and customers, or listening in on Morningstar's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Morningstar. The Morningstar consensus assessment is calculated by taking the average forecast from all of the analysts covering Morningstar. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Financial Strength Based on the analysis of Morningstar's profitability, liquidity, and operating efficiency, Morningstar is doing better financially then in previous quarter. It has a moderate odds of reporting better financial numbers in May. Financial strength of Morningstar is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
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Morningstar's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Morningstar's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Morningstar's financial leverage. It provides some insight into what part of Morningstar's total assets is financed by creditors.
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Morningstar (MORN) is traded on NASDAQ Exchange in USA. It is located in 22 West Washington Street, Chicago, IL, United States, 60602 and employs 11,334 people. Morningstar is listed under Financial Exchanges & Data category by Fama And French industry classification. The company currently falls under 'Large-Cap' category with a current market capitalization of 12.84 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Morningstar's market, we take the total number of its shares issued and multiply it by Morningstar's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Morningstar conducts business under Capital Markets sector and is part of Financials industry. The entity has 42.75 M outstanding shares of which 171.96 K shares are now shorted by private and institutional investors with about 1.17 trading days to cover.
Morningstar currently holds about 407.1 M in cash with 316.4 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 9.58.
Check Morningstar Probability Of Bankruptcy
Ownership AllocationMorningstar maintains a total of 42.75 Million outstanding shares. Over half of Morningstar's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulations than regular investors in Morningstar. Please watch out for any change in the institutional holdings of Morningstar as this could mean something significant has changed or is about to change at the company. Also note that almost four hundred twenty-seven thousand four hundred fifty-two invesors are currently shorting Morningstar expressing very little confidence in its future performance.
Check Morningstar Ownership Details
Morningstar Stock Price Odds Analysis
Contingent on a normal probability distribution, the odds of Morningstar jumping above the current price in 90 days from now is about 27.71%. The Morningstar probability density function shows the probability of Morningstar stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the stock has a beta coefficient of 1.0309. This indicates Morningstar market returns are highly reactive to returns on the market. As the market goes up or down, Morningstar is expected to follow. Additionally, morningstar has an alpha of 0.0282, implying that it can generate a 0.0282 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Morningstar to move above the current price in 90 days from now is about 27.71 (This Morningstar probability density function shows the probability of Morningstar Stock to fall within a particular range of prices over 90 days) .
Morningstar Stock Institutional Holders
Institutional Holdings refers to the ownership stake in Morningstar that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Morningstar's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Morningstar's value.| Instituion | Recorded On | Shares | |
| Wellington Management Company Llp | 2023-12-31 | 509.5 K | |
| Geode Capital Management, Llc | 2023-12-31 | 439 K | |
| Liontrust Investment Partners Llp | 2023-12-31 | 424.9 K | |
| Fmr Inc | 2023-12-31 | 408.6 K | |
| Bank Of New York Mellon Corp | 2023-12-31 | 386.5 K | |
| Goldman Sachs Group Inc | 2023-12-31 | 326.6 K | |
| Norges Bank | 2023-12-31 | 299.8 K | |
| Dimensional Fund Advisors, Inc. | 2023-12-31 | 296 K | |
| Allspring Global Investments Holdings, Llc | 2023-12-31 | 285.4 K | |
| Select Equity Group Lp | 2023-12-31 | 3 M | |
| Vanguard Group Inc | 2023-12-31 | 2.6 M |
Morningstar Historical Income Statement
Morningstar Income Statement is one of the three primary financial statements used for reporting Morningstar's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Morningstar revenue and expense. Morningstar Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Morningstar's EBIT is very stable compared to the past year. As of the 24th of April 2024, EBITDA is likely to grow to about 488.8 M, while Income Before Tax is likely to drop about 140.1 M. View More FundamentalsMorningstar Stock Against Markets
Picking the right benchmark for Morningstar stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Morningstar stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Morningstar is critical whether you are bullish or bearish towards Morningstar at a given time. Please also check how Morningstar's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Morningstar without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Bollinger BandsUse Bollinger Bands indicator to analyze target price for a given investing horizon |
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Morningstar Corporate Directors
Morningstar corporate directors refer to members of a Morningstar board of directors. The board of directors generally takes responsibility for the Morningstar's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Morningstar's board members must vote for the resolution. The Morningstar board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Hugh Zentmyer | Independent Director | Profile | |
| Robin Diamonte | Director | Profile | |
| Gail Landis | Independent Director | Profile | |
| Cheryl Francis | Independent Director | Profile |
How to buy Morningstar Stock?
Before investing in Morningstar, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Morningstar. To buy Morningstar stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Morningstar. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Morningstar stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Morningstar stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Morningstar stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Morningstar, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Morningstar Stock please use our How to Invest in Morningstar guide.
Already Invested in Morningstar?
The danger of trading Morningstar is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Morningstar is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Morningstar. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Morningstar is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
Complementary Tools for Morningstar Stock analysis
When running Morningstar's price analysis, check to measure Morningstar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morningstar is operating at the current time. Most of Morningstar's value examination focuses on studying past and present price action to predict the probability of Morningstar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morningstar's price. Additionally, you may evaluate how the addition of Morningstar to your portfolios can decrease your overall portfolio volatility.
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Is Morningstar's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 21.285 | Dividend Share 1.53 | Earnings Share 3.3 | Revenue Per Share 47.854 | Quarterly Revenue Growth 0.134 |
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.