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MORN

Morningstar, Inc. NMS · MORN

$171.76 -0.72 (-0.42%)
Neutral · +0.48σ

Price chart

Timeframe
Range
Fundamentals · free Click ▲ earnings markers (daily) for the day's move

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Latest bar · MORN

Momentum reads · latest daily bar
Last
$171.76
-0.72 (-0.42%)
Mkt cap
$6.5B
Financial Services
RSI(14)
53.7
neutral
Stochastic %K
80.1
overbought
MFI(14)
55.1
neutral
ADX(14)
11.7
weak trend

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Financial overlay · last 12 quarters

The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $0.6B $0.1B $0.2B $0.1B 16.6% 24.2%
2025-12-31 $0.6B $0.1B $0.1B $0.2B 18.0% 21.4%
2025-09-30 $0.6B $0.1B $0.1B $0.2B 14.8% 20.7%
2025-06-30 $0.6B $0.1B $0.1B $0.1B 14.7% 20.7%
2025-03-31 $0.6B $0.1B $0.1B $0.1B 13.5% 19.6%
2024-12-31 $nanB $nanB $nanB $nanB nan% nan%

Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.

Compare MORN vs peers

Line MORN up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing MORN no peers yet — add up to 4 below

Add tickers to compare with MORN

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

Earnings replay · last 20 reports

How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.

DateEPS actual EPS estSurprise Next-day
2026-04-29 3.18 2.66 +19.5% -10.1%
2026-02-12 2.71 2.36 +14.8% +3.9%
2025-10-29 2.55 2.42 +5.5% +2.7%
2025-07-30 2.40 2.19 +9.4% -2.7%
2025-04-30 2.23 2.06 +8.3% -0.6%
2025-02-26 2.14 2.06 +3.8% -2.8%
2024-10-23 2.00 2.00 -0.1% -3.1%
2017-07-25 0.65 0.58 +12.1%
2017-04-21 0.42 0.70 -40.0%
2017-02-21 0.77 0.77
2016-10-20 0.70 0.77 -9.1%
2016-07-21 0.73 0.73
2016-04-21 0.67 0.73 -8.2%
2016-02-17 0.85 0.80 +6.2%
2015-10-21 0.76 0.83 -8.4%
2015-07-22 0.72 0.69 +4.3%
2015-04-22 0.67 0.68 -0.7%
2015-02-11 0.71 0.66 +7.6%
2014-10-22 0.67 0.70 -4.3%
2014-07-23 0.63 0.66 -4.5%

Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.

Peer comparison · Financial Services

Context check: the same key numbers for the closest Financial Services names side by side, so you can tell whether this stock is the standout or just moving with its group.

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
MORN $7B 17.7 12.8 2.6 12.4 6.4 61.7% 10.8% 50.0% 6.93%
JPM $901B 14.6 13.7 4.8 2.5 30.4% 46.9%
V $686B 31.2 24.3 15.9 22.9 19.3 97.8% 17.1% 35.5% 3.04%
MA $484B 31.4 24.0 14.3 23.1 72.3 100.0% 15.8% 21.2% 3.34%
BAC $429B 14.1 11.5 3.8 1.5 21.4% 36.0%
WFC $264B 12.7 11.0 3.2 1.6 9.5% 25.0%
GS $311B 16.4 14.6 4.6 2.9 82.1% 42.5% 92.3%
MS $332B 17.4 15.5 4.3 3.2 87.6% 28.0% 62.4%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.

Top institutional holders

Top-10 concentration: 30.01%

HolderShares% out
Blackrock Inc. 2,338,218 6.15%
Morgan Stanley 1,730,549 4.55%
Wellington Management Group, LLP 1,662,405 4.37%
Vanguard Portfolio Management LLC 1,051,820 2.77%
Vanguard Capital Management LLC 989,467 2.60%
Two Sigma Investments, LP 859,459 2.26%
BAMCO Inc. 759,515 2.00%
State Street Corporation 735,574 1.93%
Los Angeles Capital Management, LLC 645,384 1.70%
Select Equity Group LP 637,723 1.68%

Insider activity · 90d

0 buys / 15 sells · ratio 0.0 · Finnhub

  • Lyons William M SELL 13,904 @ $179.00
  • Mansueto Joseph D SELL 8,043,492 @ $179.52
  • Mansueto Joseph D SELL 8,043,719 @ $178.39
  • Mansueto Joseph D SELL 8,044,012 @ $177.08
  • Mansueto Joseph D SELL 8,044,590 @ $176.30
  • Mansueto Joseph D SELL 8,045,331 @ $174.98
  • Mansueto Joseph D SELL 8,045,445 @ $174.09
  • Mansueto Joseph D SELL 8,045,762 @ $174.07
  • Mansueto Joseph D SELL 8,045,996 @ $172.87
  • Mansueto Joseph D SELL 8,047,931 @ $172.33

Analyst estimates

Finnhub

What Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.

Low
$203.0
Mean
$224.33333
High
$260.0
Analysts
3
Recommendation distribution · period 2026-07-01
2
5
2
Revision trend (2026-04-01 → 2026-07-01): net 7 → 7 0 (net = strong_buy+buy − sell−strong_sell)

SEC filings

The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.

FormFiled DescriptionAction
8-K 2026-06-25 8-K view ·
8-K 2026-06-18 8-K view ·
4 2026-05-27 FORM 4 view ·
4 2026-05-22 FORM 4 view ·
8-K 2026-05-22 8-K view ·
4 2026-05-20 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-15 FORM 4 view ·
4 2026-05-12 FORM 4 view ·
8-K 2026-05-08 8-K view ·
4 2026-05-07 FORM 4 view ·
4 2026-05-04 FORM 4 view ·
8-K 2026-04-29 8-K view ·
10-Q 2026-04-29 10-Q view ·
DEF 14A 2026-03-27 DEF 14A view ·
8-K 2026-03-25 FORM 8-K view ·
8-K 2026-03-13 8-K view ·
4 2026-03-04 FORM 4 view ·
4 2026-03-03 FORM 4 view ·
4 2026-03-03 FORM 4 view ·
4 2026-03-02 FORM 4 view ·
4 2026-02-27 FORM 4 view ·
4 2026-02-25 FORM 4 view ·
4 2026-02-20 FORM 4 view ·
4 2026-02-18 FORM 4 view ·
4 2026-02-13 FORM 4 view ·
10-K 2026-02-13 10-K view ·
8-K 2026-02-12 8-K view ·
4 2026-02-11 FORM 4 view ·
4 2026-02-06 FORM 4 view ·
4 2026-02-04 FORM 4 view ·
8-K 2026-01-05 8-K view ·
4 2025-12-30 FORM 4 view ·
8-K 2025-12-23 8-K view ·
4 2025-12-15 FORM 4 view ·
8-K 2025-12-05 8-K view ·
4 2025-11-26 FORM 4 view ·
8-K 2025-11-25 8-K view ·
4 2025-11-24 FORM 4 view ·
4 2025-11-20 FORM 4 view ·
4 2025-11-18 FORM 4 view ·
4 2025-11-18 FORM 4 view ·
4 2025-11-18 FORM 4 view ·
4 2025-11-18 FORM 4 view ·
4 2025-11-18 FORM 4 view ·
4 2025-11-14 FORM 4 view ·
4 2025-11-12 FORM 4 view ·
4 2025-11-07 FORM 4 view ·
8-K 2025-11-05 8-K view ·
4 2025-11-05 FORM 4 view ·

About MORN

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In ad…

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STOCK Act disclosures

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SEC filings & insiders · MORN

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Holders · MORN

Institutions & insider activity

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