Overview

Price chart · mood · technical indicators

MORN

Morningstar Incstock Financial Services

Financial Data & Stock Exchanges

$167.6742.88%Current Market Mood:Bearish

Market Mood

Price Range (1Y)

$149.08$316.71

Current: $167.67

Market Comparison

vs Financial Services Sector & Financial Data & Stock Exchanges Industry

MORN

-42.88%

1Y Performance

Financial Services

Sector 1Y

Financial Data & Stock Exchanges

Industry 1Y

Fundamentals

Updated daily after market close

P/E ratio17.28Forward 16.29

EPS (TTM)$9.7850.0% YoY

Profit margin16.1%FINANCIAL SERVICES

Market cap$6.43BMid cap

Wall Street coverage

$252.33median target· current $298.98 (-15.6%)3 analysts

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

Valuation

Forward P/E: 16.29
PEG ratio: 2.31
P/B: 6.31
P/S (TTM): 2.56
EV/EBITDA: 10.09

Profitability & growth

ROE (TTM): 30.7%
Operating margin: 24.2%
Revenue growth YoY: 10.8%
Dividend yield: 1.1%
Beta: 1.11

Last earnings

Apr 29, 2026 · Estimate $2.51 · Reported $3.18

Analyst estimate. Actual results often differ.

Ratios are point-in-time. Historical metrics — no guarantees about what comes next.

News & Sentiment

50 articles · sorted by date

Page 1 of 3 · 50 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

About Morningstar Inc

Company profile

Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.

Classification

Sector: Financial Services
Industry: Financial Data & Stock Exchanges
Exchange: NASDAQ
Country: USA
Currency: USD

Company profile

HQ: 22 WEST WASHINGTON STREET, CHICAGO, IL
Fiscal year end: December
Latest quarter: Mar 31, 2026

Market cap$6.43B

Shares outstanding$38.0M

52W high$313.94

52W low$148.64

Educational content · Not investment advice or recommendations

We're educators, not advisors. Your decisions are your own. Disclaimer

Overview

MORN

Market Comparison

Fundamentals

Wall Street coverage

Valuation

Profitability & growth

News & Sentiment

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NORTHEAST INDIANA BANCORP, INC. ANNOUNCES FIRST QUARTER 2026 EARNINGS

About Morningstar Inc

Classification

Company profile

MORN

Market Comparison

MORN Market Analysis

Overview

MORN

Market Comparison

Fundamentals

Wall Street coverage

Valuation

Profitability & growth

News & Sentiment

ROSEN, A HIGHLY REGARDED LAW FIRM, Encourages Pinterest, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - PINS

PSIX Investors Have Opportunity to Lead Power Solutions International, Inc. Securities Fraud Lawsuit

NUAI Investors Have Opportunity to Lead New Era Energy & Digital, Inc. Securities Fraud Lawsuit

NNN REIT, Inc. Publishes 2025-26 Corporate Sustainability Report

NHI Issues Investor Update

12 Newly Overvalued Stocks this Week

Stoneridge, Inc. to Broadcast its First Quarter 2026 Conference Call on the Web

PTC Therapeutics to Participate in Upcoming Investor Conferences

AutoNation Seeks to Expand Its National Brand

BW Investors Have Opportunity to Lead Babcock & Wilcox Enterprises, Inc. Securities Fraud Lawsuit

Smart Investor: Best Energy Stocks, The Whiplash Economy, OpenAI’s IPO Questions

What’s Happening in the Markets This Week

Apple Earnings: Let the iPhone 17 Cycle Rip

2 Top-Performing Mid-Cap Growth Funds

IT Investors Have Opportunity to Lead Gartner, Inc. Securities Fraud Lawsuit

CWH Investors Have Opportunity to Lead Camping World Holdings, Inc. Securities Fraud Lawsuit

Catalyst Bancorp, Inc. Announces 2026 First Quarter Results

Are BLD, SILA, QXO, LPSN Obtaining Fair Deals for their Shareholders?

Rosen Law Firm Encourages Zillow Group, Inc. Investors to Inquire About Securities Class Action Investigation - Z, ZG

NORTHEAST INDIANA BANCORP, INC. ANNOUNCES FIRST QUARTER 2026 EARNINGS

About Morningstar Inc

Classification

Company profile

MORN

Market Comparison