Morningstar, Inc. (MORN)

Last Closing Price: 284.24 (2025-07-30)

Profile
Ticker
MORN
Security Name
Morningstar, Inc.
Exchange
NASDAQ
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Free Float
26,955,000
Market Capitalization
12,117,490,000
Average Volume (Last 20 Days)
283,722
Beta (Past 60 Months)
1.01
Percentage Held By Insiders (Latest Annual Proxy Report)
36.20
Percentage Held By Institutions (Latest 13F Reports)
57.02
Recent Price/Volume
Closing Price
284.24
Opening Price
286.54
High Price
289.63
Low Price
283.42
Volume
368,000
Previous Closing Price
286.81
Previous Opening Price
283.90
Previous High Price
287.46
Previous Low Price
283.02
Previous Volume
311,000
High/Low Price
52-Week High Price
363.33
26-Week High Price
333.92
13-Week High Price
316.22
4-Week High Price
312.17
2-Week High Price
292.75
1-Week High Price
289.63
52-Week Low Price
249.95
26-Week Low Price
249.95
13-Week Low Price
271.71
4-Week Low Price
273.65
2-Week Low Price
273.65
1-Week Low Price
275.82
High/Low Volume
52-Week High Volume
836,000
26-Week High Volume
836,000
13-Week High Volume
836,000
4-Week High Volume
557,000
2-Week High Volume
557,000
1-Week High Volume
368,000
52-Week Low Volume
28,000
26-Week Low Volume
59,000
13-Week Low Volume
88,000
4-Week Low Volume
169,000
2-Week Low Volume
174,000
1-Week Low Volume
243,000
Money Flow
Total Money Flow, Past 52 Weeks
12,817,117,613
Total Money Flow, Past 26 Weeks
8,236,784,180
Total Money Flow, Past 13 Weeks
4,737,963,445
Total Money Flow, Past 4 Weeks
1,682,025,279
Total Money Flow, Past 2 Weeks
884,822,248
Total Money Flow, Past Week
433,340,692
Total Money Flow, 1 Day
105,160,907
Total Volume
Total Volume, Past 52 Weeks
41,622,300
Total Volume, Past 26 Weeks
27,737,000
Total Volume, Past 13 Weeks
15,839,000
Total Volume, Past 4 Weeks
5,810,000
Total Volume, Past 2 Weeks
3,134,000
Total Volume, Past Week
1,536,000
Percent Change in Price
Percent Change in Price, Past 52 Weeks
-9.99
Percent Change in Price, Past 26 Weeks
-12.66
Percent Change in Price, Past 13 Weeks
-0.01
Percent Change in Price, Past 4 Weeks
-8.32
Percent Change in Price, Past 2 Weeks
-1.90
Percent Change in Price, Past Week
2.74
Percent Change in Price, 1 Day
-0.90
New High/Low in Price
Reached New 52-Week High Price
False
Reached New 26-Week High Price
False
Reached New 13-Week High Price
False
Reached New 4-Week High Price
False
Reached New 2-Week High Price
False
Reached New 1-Week High Price
True
Reached New 52-Week Low Price
False
Reached New 26-Week Low Price
False
Reached New 13-Week Low Price
False
Reached New 4-Week Low Price
False
Reached New 2-Week Low Price
False
Reached New 1-Week Low Price
False
Consecutive Days/Weeks of Increasing/Decreasing Price
Consecutive Days of Increasing Price
0
Consecutive Weeks of Increasing Price
1
Consecutive Days of Decreasing Price
1
Consecutive Weeks of Decreasing Price
0
Consecutive Days/Weeks of Increasing/Decreasing Volume
Consecutive Days of Increasing Volume
1
Consecutive Weeks of Increasing Volume
0
Consecutive Days of Decreasing Volume
0
Consecutive Weeks of Decreasing Volume
1
New High/Low in Volume
Had New 52-Week High Volume
False
Had New 26-Week High Volume
False
Had New 13-Week High Volume
False
Had New 4-Week High Volume
False
Had New 2-Week High Volume
False
Had New 1-Week High Volume
True
Had New 52-Week Low Volume
False
Had New 26-Week Low Volume
False
Had New 13-Week Low Volume
False
Had New 4-Week Low Volume
False
Had New 2-Week Low Volume
False
Had New 1-Week Low Volume
False
Moving Averages
Simple Moving Average (5-Day)
282.00
Simple Moving Average (10-Day)
282.61
Simple Moving Average (20-Day)
290.85
Simple Moving Average (50-Day)
300.31
Simple Moving Average (100-Day)
294.32
Simple Moving Average (200-Day)
313.94
Previous Simple Moving Average (5-Day)
280.48
Previous Simple Moving Average (10-Day)
283.16
Previous Simple Moving Average (20-Day)
292.21
Previous Simple Moving Average (50-Day)
300.80
Previous Simple Moving Average (100-Day)
294.43
Previous Simple Moving Average (200-Day)
314.19
Technical Indicators
MACD (12, 26, 9)
-5.82
MACD (12, 26, 9) Signal
-5.54
Previous MACD (12, 26, 9)
-6.17
Previous MACD (12, 26, 9) Signal
-5.48
RSI (14-Day)
40.42
Previous RSI (14-Day)
43.15
Stochastic (14, 3, 3) %K
40.54
Stochastic (14, 3, 3) %D
29.65
Previous Stochastic (14, 3, 3) %K
30.10
Previous Stochastic (14, 3, 3) %D
19.87
Upper Bollinger Band (20, 2)
311.78
Lower Bollinger Band (20, 2)
269.91
Previous Upper Bollinger Band (20, 2)
314.71
Previous Lower Bollinger Band (20, 2)
269.70
Income Statement Financials
Quarterly Revenue (MRQ)
581,900,000
Quarterly Net Income (MRQ)
78,500,000
Previous Quarterly Revenue (QoQ)
591,000,100
Previous Quarterly Revenue (YoY)
542,800,000
Previous Quarterly Net Income (QoQ)
116,900,000
Previous Quarterly Net Income (YoY)
64,200,000
Revenue (MRY)
2,275,100,000
Net Income (MRY)
369,900,000
Previous Annual Revenue
2,038,600,000
Previous Net Income
141,100,000
Cost of Goods Sold (MRY)
895,700,000
Gross Profit (MRY)
1,379,400,000
Operating Expenses (MRY)
1,790,300,000
Operating Income (MRY)
484,800,000
Non-Operating Income/Expense (MRY)
6,500,000
Pre-Tax Income (MRY)
491,300,000
Normalized Pre-Tax Income (MRY)
491,300,000
Income after Taxes (MRY)
387,300,000
Income from Continuous Operations (MRY)
369,900,000
Consolidated Net Income/Loss (MRY)
369,900,000
Normalized Income after Taxes (MRY)
387,300,000
EBIT (MRY)
484,800,000
EBITDA (MRY)
675,200,100
Balance Sheet Financials
Current Assets (MRQ)
1,012,300,000
Property, Plant, and Equipment (MRQ)
221,600,000
Long-Term Assets (MRQ)
2,574,000,000
Total Assets (MRQ)
3,586,300,000
Current Liabilities (MRQ)
912,300,000
Long-Term Debt (MRQ)
803,700,000
Long-Term Liabilities (MRQ)
1,064,800,000
Total Liabilities (MRQ)
1,977,100,000
Common Equity (MRQ)
1,609,200,000
Tangible Shareholders Equity (MRQ)
-412,299,900
Shareholders Equity (MRQ)
1,609,200,000
Common Shares Outstanding (MRQ)
42,501,000
Cash Flow Statement Financials
Cash Flow from Operating Activities (MRY)
591,600,000
Cash Flow from Investing Activities (MRY)
-21,300,000
Cash Flow from Financial Activities (MRY)
-384,400,000
Beginning Cash (MRY)
337,900,000
End Cash (MRY)
502,700,000
Increase/Decrease in Cash (MRY)
164,800,000
Fundamental Ratios
PE Ratio (Current Year Earnings Estimate)
PE Ratio (Trailing 12 Months)
34.23
PEG Ratio (Long Term Growth Estimate)
Price to Sales Ratio (Trailing 12 Months)
5.24
Price to Book Ratio (Most Recent Quarterly Book Value per Share)
7.53
Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
23.18
Pre-Tax Margin (Trailing 12 Months)
22.16
Net Margin (Trailing 12 Months)
16.60
Return on Equity (Trailing 12 Months)
23.23
Return on Assets (Trailing 12 Months)
10.26
Current Ratio (Most Recent Fiscal Quarter)
1.11
Quick Ratio (Most Recent Fiscal Quarter)
1.11
Debt to Common Equity (Most Recent Fiscal Quarter)
0.50
Inventory Turnover (Trailing 12 Months)
Book Value per Share (Most Recent Fiscal Quarter)
37.74
Earnings
Fiscal Period End, Next Quarterly Earnings Report
2025-06-30
Quarterly Earnings per Share Estimate
Next Expected Quarterly Earnings Report Date
2025-07-30
Days Until Next Expected Quarterly Earnings Report
-1
Fiscal Period End, Last Quarterly Earnings Report
2025-03-31
Last Quarterly Earnings per Share Estimate
Last Quarterly Earnings per Share
2.23
Last Quarterly Earnings Report Date
2025-04-30
Days Since Last Quarterly Earnings Report
92
Earnings per Share (Most Recent Fiscal Year)
Diluted Earnings per Share (Trailing 12 Months)
8.90
Dividends
Last Dividend Date
2025-07-11
Last Dividend Amount
0.46
Days Since Last Dividend
20
Annual Dividend (Based on Last Quarter)
1.82
Dividend Yield (Based on Last Quarter)
0.63
Percent Growth in Revenue/Net Income
Percent Growth in Quarterly Revenue (QoQ)
-1.54
Percent Growth in Quarterly Revenue (YoY)
7.20
Percent Growth in Annual Revenue
11.60
Percent Growth in Quarterly Net Income (QoQ)
-32.85
Percent Growth in Quarterly Net Income (YoY)
22.27
Percent Growth in Annual Net Income
162.15
New High/Low in Revenue/Net Income
New 5-Year High Annual Revenue
True
New 5-Year Low Annual Revenue
False
New 5-Year High Quarterly Revenue (QoQ)
False
New 5-Year Low Quarterly Revenue (QoQ)
False
New 5-Year High Quarterly Revenue (YoY)
True
New 5-Year Low Quarterly Revenue (YoY)
False
New 5-Year High Annual Net Income
True
New 5-Year Low Annual Net Income
False
New 5-Year High Quarterly Net Income (QoQ)
False
New 5-Year Low Quarterly Net Income (QoQ)
False
New 5-Year High Quarterly Net Income (YoY)
True
New 5-Year Low Quarterly Net Income (YoY)
False
Consecutive Quarters/Years of Increasing/Decreasing Revenue/Net Income
Consecutive Quarters of Increasing Revenue (QoQ)
0
Consecutive Quarters of Decreasing Revenue (QoQ)
1
Consecutive Quarters of Increasing Revenue (YoY)
35
Consecutive Quarters of Decreasing Revenue (YoY)
0
Consecutive Years of Increasing Revenue
15
Consecutive Years of Decreasing Revenue
0
Consecutive Quarters of Increasing Net Income (QoQ)
0
Consecutive Quarters of Decreasing Net Income (QoQ)
2
Consecutive Quarters of Increasing Net Income (YoY)
8
Consecutive Quarters of Decreasing Net Income (YoY)
0
Consecutive Years of Increasing Net Income
2
Consecutive Years of Decreasing Net Income
0
Splits
Last Split Date (if within past year)
Last Split Ratio (if within past year)
Days Since Last Split (if within past year)
Volatility Metrics
Historical Volatility (Close-to-Close) (10-Day)
0.2248
Historical Volatility (Close-to-Close) (20-Day)
0.2177
Historical Volatility (Close-to-Close) (30-Day)
0.1895
Historical Volatility (Close-to-Close) (60-Day)
0.1853
Historical Volatility (Close-to-Close) (90-Day)
0.1926
Historical Volatility (Close-to-Close) (120-Day)
0.3141
Historical Volatility (Close-to-Close) (150-Day)
0.3007
Historical Volatility (Close-to-Close) (180-Day)
0.2846
Historical Volatility (Parkinson) (10-Day)
0.2029
Historical Volatility (Parkinson) (20-Day)
0.1977
Historical Volatility (Parkinson) (30-Day)
0.1914
Historical Volatility (Parkinson) (60-Day)
0.2090
Historical Volatility (Parkinson) (90-Day)
0.2037
Historical Volatility (Parkinson) (120-Day)
0.2846
Historical Volatility (Parkinson) (150-Day)
0.2760
Historical Volatility (Parkinson) (180-Day)
0.2653
Implied Volatility (Calls) (10-Day)
0.3846
Implied Volatility (Calls) (20-Day)
0.3724
Implied Volatility (Calls) (30-Day)
0.3419
Implied Volatility (Calls) (60-Day)
0.2752
Implied Volatility (Calls) (90-Day)
0.2672
Implied Volatility (Calls) (120-Day)
0.2591
Implied Volatility (Calls) (150-Day)
0.2535
Implied Volatility (Calls) (180-Day)
0.2548
Implied Volatility (Puts) (10-Day)
0.3376
Implied Volatility (Puts) (20-Day)
0.3310
Implied Volatility (Puts) (30-Day)
0.3147
Implied Volatility (Puts) (60-Day)
0.2784
Implied Volatility (Puts) (90-Day)
0.2714
Implied Volatility (Puts) (120-Day)
0.2645
Implied Volatility (Puts) (150-Day)
0.2590
Implied Volatility (Puts) (180-Day)
0.2570
Implied Volatility (Mean) (10-Day)
0.3611
Implied Volatility (Mean) (20-Day)
0.3517
Implied Volatility (Mean) (30-Day)
0.3283
Implied Volatility (Mean) (60-Day)
0.2768
Implied Volatility (Mean) (90-Day)
0.2693
Implied Volatility (Mean) (120-Day)
0.2618
Implied Volatility (Mean) (150-Day)
0.2563
Implied Volatility (Mean) (180-Day)
0.2559
Put-Call Implied Volatility Ratio (10-Day)
0.8777
Put-Call Implied Volatility Ratio (20-Day)
0.8889
Put-Call Implied Volatility Ratio (30-Day)
0.9203
Put-Call Implied Volatility Ratio (60-Day)
1.0114
Put-Call Implied Volatility Ratio (90-Day)
1.0157
Put-Call Implied Volatility Ratio (120-Day)
1.0207
Put-Call Implied Volatility Ratio (150-Day)
1.0215
Put-Call Implied Volatility Ratio (180-Day)
1.0086
Implied Volatility Skew (10-Day)
0.0693
Implied Volatility Skew (20-Day)
0.0682
Implied Volatility Skew (30-Day)
0.0655
Implied Volatility Skew (60-Day)
0.0574
Implied Volatility Skew (90-Day)
0.0503
Implied Volatility Skew (120-Day)
0.0431
Implied Volatility Skew (150-Day)
0.0370
Implied Volatility Skew (180-Day)
0.0338
Option Statistics
Put-Call Ratio (Volume) (10-Day)
0.0100
Put-Call Ratio (Volume) (20-Day)
0.0089
Put-Call Ratio (Volume) (30-Day)
0.0060
Put-Call Ratio (Volume) (60-Day)
0.0000
Put-Call Ratio (Volume) (90-Day)
0.0000
Put-Call Ratio (Volume) (120-Day)
0.0000
Put-Call Ratio (Volume) (150-Day)
Put-Call Ratio (Volume) (180-Day)
Put-Call Ratio (Open Interest) (10-Day)
0.0524
Put-Call Ratio (Open Interest) (20-Day)
0.1667
Put-Call Ratio (Open Interest) (30-Day)
0.4525
Put-Call Ratio (Open Interest) (60-Day)
1.0227
Put-Call Ratio (Open Interest) (90-Day)
0.9229
Put-Call Ratio (Open Interest) (120-Day)
0.8232
Put-Call Ratio (Open Interest) (150-Day)
0.6841
Put-Call Ratio (Open Interest) (180-Day)
0.4368
Percentiles Within Industry of Price Performance
Percentile Within Industry, Percent Change in Price, Past 52 Weeks
25.00
Percentile Within Industry, Percent Change in Price, Past 26 Weeks
16.67
Percentile Within Industry, Percent Change in Price, Past 13 Weeks
25.00
Percentile Within Industry, Percent Change in Price, Past 4 Weeks
16.67
Percentile Within Industry, Percent Change in Price, Past 2 Weeks
33.33
Percentile Within Industry, Percent Change in Price, Past Week
83.33
Percentile Within Industry, Percent Change in Price, 1 Day
16.67
Percentiles Within Industry of Revenue/Net Income Growth
Percentile Within Industry, Percent Growth in Quarterly Revenue (QoQ)
25.00
Percentile Within Industry, Percent Growth in Quarterly Revenue (YoY)
33.33
Percentile Within Industry, Percent Growth in Annual Revenue
50.00
Percentile Within Industry, Percent Growth in Quarterly Net Income (QoQ)
25.00
Percentile Within Industry, Percent Growth in Quarterly Net Income (YoY)
83.33
Percentile Within Industry, Percent Growth in Annual Net Income
91.67
Percentiles Within Industry of Fundamental Ratios and Percentages
Percentile Within Industry, PE Ratio (Current Year Earnings Estimate)
Percentile Within Industry, PE Ratio (Trailing 12 Months)
75.00
Percentile Within Industry, PEG Ratio (Long Term Growth Estimate)
Percentile Within Industry, Price to Sales Ratio (Trailing 12 Months)
16.67
Percentile Within Industry, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
81.82
Percentile Within Industry, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
50.00
Percentile Within Industry, Pre-Tax Margin (Trailing 12 Months)
16.67
Percentile Within Industry, Net Margin (Trailing 12 Months)
16.67
Percentile Within Industry, Return on Equity (Trailing 12 Months)
83.33
Percentile Within Industry, Return on Assets (Trailing 12 Months)
58.33
Percentile Within Industry, Current Ratio (Most Recent Fiscal Quarter)
58.33
Percentile Within Industry, Quick Ratio (Most Recent Fiscal Quarter)
58.33
Percentile Within Industry, Debt to Common Equity (Most Recent Fiscal Quarter)
54.55
Percentile Within Industry, Inventory Turnover (Trailing 12 Months)
Percentile Within Industry, Dividend Yield (Based on Last Quarter)
16.67
Percentile Within Industry, Percentage Held By Insiders (Latest Annual Proxy Report)
100.00
Percentile Within Industry, Percentage Held By Institutions (Latest 13F Reports)
16.67
Percentiles Within Sector of Price Performance
Percentile Within Sector, Percent Change in Price, Past 52 Weeks
19.25
Percentile Within Sector, Percent Change in Price, Past 26 Weeks
17.04
Percentile Within Sector, Percent Change in Price, Past 13 Weeks
27.84
Percentile Within Sector, Percent Change in Price, Past 4 Weeks
15.93
Percentile Within Sector, Percent Change in Price, Past 2 Weeks
47.51
Percentile Within Sector, Percent Change in Price, Past Week
92.80
Percentile Within Sector, Percent Change in Price, 1 Day
58.59
Percentiles Within Sector of Revenue/Net Income Growth
Percentile Within Sector, Percent Growth in Quarterly Revenue (QoQ)
48.09
Percentile Within Sector, Percent Growth in Quarterly Revenue (YoY)
60.36
Percentile Within Sector, Percent Growth in Annual Revenue
53.52
Percentile Within Sector, Percent Growth in Quarterly Net Income (QoQ)
23.30
Percentile Within Sector, Percent Growth in Quarterly Net Income (YoY)
66.12
Percentile Within Sector, Percent Growth in Annual Net Income
91.50
Percentiles Within Sector of Fundamental Ratios and Percentages
Percentile Within Sector, PE Ratio (Current Year Earnings Estimate)
Percentile Within Sector, PE Ratio (Trailing 12 Months)
94.55
Percentile Within Sector, PEG Ratio (Long Term Growth Estimate)
Percentile Within Sector, Price to Sales Ratio (Trailing 12 Months)
88.91
Percentile Within Sector, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
95.75
Percentile Within Sector, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
89.15
Percentile Within Sector, Pre-Tax Margin (Trailing 12 Months)
65.07
Percentile Within Sector, Net Margin (Trailing 12 Months)
61.69
Percentile Within Sector, Return on Equity (Trailing 12 Months)
90.90
Percentile Within Sector, Return on Assets (Trailing 12 Months)
92.73
Percentile Within Sector, Current Ratio (Most Recent Fiscal Quarter)
70.09
Percentile Within Sector, Quick Ratio (Most Recent Fiscal Quarter)
71.08
Percentile Within Sector, Debt to Common Equity (Most Recent Fiscal Quarter)
64.86
Percentile Within Sector, Inventory Turnover (Trailing 12 Months)
Percentile Within Sector, Dividend Yield (Based on Last Quarter)
31.16
Percentile Within Sector, Percentage Held By Insiders (Latest Annual Proxy Report)
90.40
Percentile Within Sector, Percentage Held By Institutions (Latest 13F Reports)
51.59
Percentiles Within Market of Price Performance
Percentile Within Market, Percent Change in Price, Past 52 Weeks
26.98
Percentile Within Market, Percent Change in Price, Past 26 Weeks
22.11
Percentile Within Market, Percent Change in Price, Past 13 Weeks
24.36
Percentile Within Market, Percent Change in Price, Past 4 Weeks
12.01
Percentile Within Market, Percent Change in Price, Past 2 Weeks
27.03
Percentile Within Market, Percent Change in Price, Past Week
91.92
Percentile Within Market, Percent Change in Price, 1 Day
37.61
Percentiles Within Market of Revenue/Net Income Growth
Percentile Within Market, Percent Growth in Quarterly Revenue (QoQ)
49.06
Percentile Within Market, Percent Growth in Quarterly Revenue (YoY)
60.11
Percentile Within Market, Percent Growth in Annual Revenue
67.78
Percentile Within Market, Percent Growth in Quarterly Net Income (QoQ)
29.64
Percentile Within Market, Percent Growth in Quarterly Net Income (YoY)
63.31
Percentile Within Market, Percent Growth in Annual Net Income
92.56
Percentiles Within Market of Fundamental Ratios and Percentages
Percentile Within Market, PE Ratio (Current Year Earnings Estimate)
Percentile Within Market, PE Ratio (Trailing 12 Months)
82.40
Percentile Within Market, PEG Ratio (Long Term Growth Estimate)
Percentile Within Market, Price to Sales Ratio (Trailing 12 Months)
80.74
Percentile Within Market, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
87.16
Percentile Within Market, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
80.85
Percentile Within Market, Pre-Tax Margin (Trailing 12 Months)
85.34
Percentile Within Market, Net Margin (Trailing 12 Months)
82.16
Percentile Within Market, Return on Equity (Trailing 12 Months)
87.85
Percentile Within Market, Return on Assets (Trailing 12 Months)
88.44
Percentile Within Market, Current Ratio (Most Recent Fiscal Quarter)
32.28
Percentile Within Market, Quick Ratio (Most Recent Fiscal Quarter)
42.43
Percentile Within Market, Debt to Common Equity (Most Recent Fiscal Quarter)
64.37
Percentile Within Market, Inventory Turnover (Trailing 12 Months)
Percentile Within Market, Dividend Yield (Based on Last Quarter)
64.98
Percentile Within Market, Percentage Held By Insiders (Latest Annual Proxy Report)
88.81
Percentile Within Market, Percentage Held By Institutions (Latest 13F Reports)
49.33