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Morningstar, Inc. (MORN)

Morningstar, Inc. at a glance — key fundamentals, SEC filings, insider buying and selling, and earnings dates.

Morningstar, Inc. (MORN) is a Financial - Data & Stock Exchanges company based in US with a market capitalization of $7B. Revenue grew 7.5% year-over-year and the company generated $442.6M in free cash flow. This page tracks MORN's SEC filings, insider buying and selling, earnings dates, and key fundamentals in one place.

US · 11.12K employees · IPO May 3, 2005

Valuation

Valuation & price

$170.04 · as of May 17, 2026 · -44.2% vs 52w high

19.2

P/E ratio

Latest-FY diluted EPS

5.71

P/B ratio

Market cap ÷ book equity

—

Dividend yield

Price — last 12 months

$305$229$153Jul 25Dec 25Jul 26Jul 7, 25$304.90Jul 9, 25$299.88Jul 11, 25$293.88Jul 15, 25$286.48Jul 17, 25$291.06Jul 21, 25$282.80Jul 23, 25$276.65Jul 25, 25$278.03Jul 29, 25$286.81Jul 31, 25$276.46Aug 4, 25$270.40Aug 6, 25$259.99Aug 11, 25$255.31Aug 13, 25$261.05Aug 15, 25$258.63Aug 19, 25$260.37Aug 21, 25$258.67Aug 25, 25$261.29Aug 27, 25$265.17Aug 29, 25$262.42Sep 3, 25$255.87Sep 5, 25$257.24Sep 9, 25$257.63Sep 11, 25$256.97Sep 16, 25$248.88Sep 18, 25$233.70Sep 22, 25$234.11Sep 24, 25$237.11Sep 26, 25$234.90Sep 30, 25$232.01Oct 2, 25$226.26Oct 6, 25$223.63Oct 8, 25$228.23Oct 10, 25$225.34Oct 14, 25$225.07Oct 16, 25$210.71Oct 21, 25$221.61Oct 23, 25$218.09Oct 27, 25$218.33Oct 29, 25$208.83Oct 31, 25$212.30Nov 4, 25$211.67Nov 6, 25$211.64Nov 10, 25$215.07Nov 12, 25$216.25Nov 14, 25$211.95Nov 18, 25$209.85Nov 20, 25$209.22Nov 25, 25$213.55Nov 28, 25$214.86Dec 2, 25$217.15Dec 4, 25$216.94Dec 8, 25$217.06Dec 10, 25$216.42Dec 12, 25$214.10Dec 16, 25$209.70Dec 18, 25$208.93Dec 22, 25$216.76Dec 24, 25$218.20Dec 29, 25$219.03Jan 2, 26$210.42Jan 6, 26$215.63Jan 8, 26$212.36Jan 12, 26$218.51Jan 14, 26$220.00Jan 16, 26$213.91Jan 21, 26$209.93Jan 23, 26$210.90Jan 27, 26$203.22Jan 29, 26$201.24Feb 2, 26$198.29Feb 4, 26$180.52Feb 9, 26$163.70Feb 11, 26$155.35Feb 13, 26$160.03Feb 18, 26$162.75Feb 20, 26$159.48Feb 24, 26$162.94Feb 26, 26$182.31Mar 2, 26$182.31Mar 4, 26$186.88Mar 6, 26$190.15Mar 10, 26$184.34Mar 12, 26$180.96Mar 17, 26$183.87Mar 19, 26$184.87Mar 23, 26$173.99Mar 25, 26$158.97Mar 27, 26$156.81Mar 31, 26$169.05Apr 2, 26$172.91Apr 7, 26$176.63Apr 9, 26$170.74Apr 13, 26$176.42Apr 15, 26$179.47Apr 17, 26$184.28Apr 22, 26$186.16Apr 24, 26$176.27Apr 28, 26$183.73Apr 30, 26$168.71May 4, 26$167.67May 6, 26$167.66May 8, 26$176.70May 12, 26$175.82May 14, 26$166.05May 18, 26$177.07May 20, 26$172.55May 22, 26$179.64May 28, 26$180.11Jun 1, 26$195.82Jun 3, 26$180.73Jun 5, 26$185.76Jun 9, 26$184.66Jun 11, 26$177.15Jun 15, 26$173.13Jun 17, 26$164.30Jun 22, 26$153.41Jun 24, 26$153.23Jun 26, 26$154.65Jul 2, 26$165.94
$141.8452-week range$304.90
Loading valuation history…

Fundamentals

Key fundamentals

$7B

Market cap

7.5%

Revenue growth (YoY)

61.0%

Gross margin

$442.6M

Free cash flow (USD)

$879.1M

Net debt

-2.1%

Share dilution

2/4

Graham criteria passed

Defensive-investor screen

Financial Services

Sector

Trajectory

Long-term trends

Revenue by year

2016 → 2025

FY 2016$798.6MFY 2017$911.7MFY 2018$1.0BFY 2019$1.2BFY 2020$1.4BFY 2021$1.7BFY 2022$1.9BFY 2023$2.0BFY 2024$2.3BFY 2025$2.4B
$798.6M$2.4B

Free cash flow by year

2016 → 2025

FY 2016$150.9MFY 2017$183.5MFY 2018$238.7MFY 2019$254.4MFY 2020$307.6MFY 2021$348.1MFY 2022$168.3MFY 2023$197.3MFY 2024$448.9MFY 2025$442.6M
$150.9M$442.6M

Gross margin by year

2021 → 2025

FY 202158.9%FY 202258.3%FY 202358.6%FY 202460.6%FY 202561.0%
58.9%61.0%

Value screen

Graham defensive-investor tests

Computing the scorecard — refreshing any stale inputs…

0

Insider buys · 90 days

8

Insider sells · 90 days

Earnings

Last report: 10-Q filed Apr 29, 2026

Next expected: not yet scheduled

On the tape

Recent SEC & insider activity

  • 8-K eventInvestor Q&A DisclosureJun 25, 2026Filing
  • 8-K eventDividend DeclaredJun 18, 2026Filing
  • Insider sellInsider Sell $125KLyons William M · Director · $125.3KMay 27, 2026Filing
  • Insider sellInsider Sell $1.7M · 10b5-1 PlanMansueto Joseph D · Director, Executive Chairman, 10% Owner · $1.7MMay 22, 2026Filing
  • 8-K eventInvestor Q&A ReleasedMay 22, 2026Filing
  • Insider sellInsider Sell $3.7M · 10b5-1 PlanMansueto Joseph D · Director, Executive Chairman, 10% Owner · $3.7MMay 20, 2026Filing
  • Insider sellInsider Sell $45KHolt Michael · Chief Financial Officer · $44.8KMay 19, 2026Filing
  • Insider sellInsider Sell $2.4M · 10b5-1 PlanMansueto Joseph D · Director, Executive Chairman, 10% Owner · $2.4MMay 15, 2026Filing
  • Insider sellInsider Sell $3.3M · 10b5-1 PlanMansueto Joseph D · Director, Executive Chairman, 10% Owner · $3.3MMay 12, 2026Filing
  • 8-K eventDirector RetirementMay 8, 2026Filing

Questions

Frequently asked questions

What is Morningstar, Inc.'s market cap?

Morningstar, Inc. (MORN) has a market capitalization of $7B.

What is MORN's P/E ratio?

MORN trades at a price-to-earnings ratio of 19.2, based on its latest fiscal-year diluted earnings per share and the most recent cached price.

What is MORN's price-to-book (P/B) ratio?

MORN trades at 5.71 times book value per share.

Are insiders buying MORN stock?

SEC Form 4 filings show no open-market insider buys at Morningstar, Inc. in the last 90 days (8 sells).

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Timeline

Every filing, insider trade & earnings on a price-anchored timeline

Filing Analyzer

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News

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Data: SEC EDGAR filings and cached fundamental data; prices and ratios use the most recent cached quote and statements (may lag by up to a day). Educational and research purposes only. Not investment advice.