MORN Morningstar, Inc.
Data as of close
Morningstar, Inc. (MORN) is a financial company in the Investment Advice industry, with a market capitalization of $8.9 billion. Shares last traded at $238.57, near their 52-week high. Over the past year the stock is up 11.0%. MORN trades at a price-to-earnings ratio of 19.87, below the Investment Advice median of 21.66. Net profit margin is 17.0%, above the peer median of 15.2%. Revenue grew 7.5% year over year. The shares yield 0.8% in dividends.
* P/E (TTM) = market cap ÷ net income over the trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year — the same basis as the peer table and the screener, so it can differ from price ÷ EPS.
Performance
Chart
Full chart →Daily candles · volume · SMA(20)/SMA(50) · Databento EQUS.MINI.
Technicals
Financials
Trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year; revenue is the fiscal-year figure where quarterly revenue covers under half of it (typical for banks, insurers and REITs), and margins are taken on it; latest reported period ends 2026-09-30. Source: SEC EDGAR/XBRL.
MORN Dividend History
| Fiscal year end | Total dividends paid | Per share* | Payout ratio |
|---|---|---|---|
| 2025-12-31 | $77M | $1.82 | 21% |
| 2024-12-31 | $69M | $1.61 | 19% |
| 2023-12-31 | $64M | $1.49 | 45% |
| 2022-12-31 | $62M | $1.43 | 87% |
| 2021-12-31 | $54M | $1.25 | 28% |
| 2020-12-31 | $51M | $1.19 | 23% |
| 2019-12-31 | $48M | $1.11 | 31% |
| 2018-12-31 | $43M | $0.99 | 23% |
| 2017-12-31 | $39M | $0.91 | 29% |
| 2016-12-31 | $38M | $0.88 | 24% |
| 2015-12-31 | $34M | $0.76 | 25% |
| 2014-12-31 | $31M | $0.68 | 39% |
*Per share derived as total dividends paid ÷ weighted diluted shares (SEC EDGAR/XBRL annual cash-flow facts). Reported history — not a forecast of future dividends.
Compare payers on the highest-dividend-yield screener.
Recent earnings
| Period | EPS (diluted) | Reported |
|---|---|---|
| Q3 2026 | $3.06 | 2026-10-28 |
| Q2 2026 | $2.83 | 2026-07-29 |
| Q1 2026 | $2.73 | 2026-04-29 |
| Q4 2025 (derived) | $2.79 | 2026-02-13 |
| FY 2025 | $8.87 | 2026-02-13 |
| Q3 2025 | $2.17 | 2025-10-30 |
Q4 marked "derived" = fiscal-year EPS minus Q1–Q3 (10-Ks report only the annual figure); EPS is not strictly additive, so it can differ by a cent or two from the issuer's own Q4.
Investment Advice peers
MORN vs 14 industry peers (Investment Advice), by market cap. Data as of close
| BX | Blackstone Inc. | $90.2B | 25.63 | 5.60 | 21.8% | +1.39% |
| KKR | KKR & Co. | $88.0B | 27.91 | 4.13 | 14.8% | +3.79% |
| BAM | Brookfield Asset Management Ltd. | $82.2B | 26.82 | 20.07 | 74.8% | +6.64% |
| APO | Apollo Global Management | $70.6B | 37.65 | 1.97 | 5.2% | +3.21% |
| AMP | Ameriprise Financial | $43.8B | 10.52 | 2.17 | 20.7% | +2.78% |
| ARES | Ares Management | $41.6B | 65.41 | 6.95 | 10.6% | +3.71% |
| TROW | T. Rowe Price | $22.6B | 10.32 | 2.93 | 28.4% | +1.84% |
| PS | PERSHING SQUARE INC. | $18.7B | — | — | — | +2.96% |
| BEN | Franklin Resources | $16.2B | 19.97 | 1.74 | 8.7% | +0.93% |
| CG | Carlyle Group Inc. | $14.6B | 40.21 | 4.05 | 10.1% | +2.15% |
| IVZ | Invesco | $12.3B | — | 1.78 | -1.2% | +0.11% |
| EVR | Evercore Inc. | $11.7B | 15.65 | 2.46 | 15.7% | +4.33% |
| HLI | Houlihan Lokey, Inc. | $10.2B | 25.21 | 3.98 | 15.8% | +6.19% |
| AMG | Affiliated Managers Group, Inc. | $9.6B | 11.19 | 4.22 | 37.7% | -2.88% |
Source: SEC EDGAR (fundamentals/EPS/dividends) · Databento EQUS.MINI (prices) · market cap & yield computed by tradmap. Informational only — not financial advice.