MORN Morningstar, Inc.
Updated
Morningstar, Inc. (MORN) is a financial company in the Investment Advice industry, with a market capitalization of $8.1 billion. Shares last traded at $215.75, 17.3% below their 52-week high. Over the past year the stock is down 15.7%. MORN trades at a price-to-earnings ratio of 19.20, below the Investment Advice median of 20.97. Net profit margin is 16.4%, above the peer median of 15.7%. Revenue grew 7.5% year over year. The shares yield 0.9% in dividends.
Performance
Chart
Full chart →Daily candles · volume · SMA(20)/SMA(50) · Databento EQUS.MINI.
Technicals
Financials
Latest reported annual period ending 2026-06-30 · 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 |
|---|---|---|
| Q2 2026 | $5.55 | 2026-07-29 |
| Q1 2026 | $2.73 | 2026-04-29 |
| FY 2025 | $8.87 | 2026-02-13 |
| Q3 2025 | $6.08 | 2025-10-30 |
| Q2 2026 | $3.91 | 2026-07-29 |
| Q1 2026 | $1.82 | 2026-04-29 |
Investment Advice peers
MORN vs 14 industry peers (Investment Advice), by market cap. Updated
| BX | Blackstone Inc. | $103.3B | 29.37 | 6.41 | 21.8% | -0.77% |
| KKR | KKR & Co. | $98.5B | 31.26 | 4.62 | 14.8% | +3.09% |
| APO | Apollo Global Management | $79.4B | 42.37 | 2.21 | 5.2% | +1.68% |
| AMP | Ameriprise Financial | $49.9B | 12.64 | 2.52 | 19.9% | +2.41% |
| ARES | Ares Management | $44.3B | 69.65 | 7.40 | 10.6% | +2.47% |
| TROW | T. Rowe Price | $23.7B | 10.65 | 3.12 | 29.3% | +1.35% |
| BEN | Franklin Resources | $17.0B | 20.97 | 1.83 | 8.7% | +1.57% |
| CG | Carlyle Group Inc. | $17.0B | 46.77 | 4.71 | 10.1% | +1.27% |
| PS | PERSHING SQUARE INC. | $14.8B | — | — | — | +1.27% |
| IVZ | Invesco | $14.4B | -177.25 | 2.09 | -1.2% | +3.09% |
| EVR | Evercore Inc. | $11.5B | 15.46 | 2.43 | 15.7% | +2.82% |
| AMG | Affiliated Managers Group, Inc. | $9.5B | 11.04 | 4.17 | 37.7% | +2.69% |
| HLI | Houlihan Lokey, Inc. | $9.1B | 22.40 | 3.61 | 16.1% | +2.73% |
| TPG | Tpg Inc. | $8.6B | 36.54 | 3.27 | 9.0% | +1.71% |
Source: SEC EDGAR (fundamentals/EPS/dividends) · Databento EQUS.MINI (prices) · market cap & yield computed by tradmap. Informational only — not financial advice.