Morningstar, Inc. (MORN)

Last Closing Price: 216.94 (2025-12-04)

Profile
Ticker
MORN
Security Name
Morningstar, Inc.
Exchange
NASDAQ
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Free Float
26,240,000
Market Capitalization
8,960,820,000
Average Volume (Last 20 Days)
307,224
Beta (Past 60 Months)
1.11
Percentage Held By Insiders (Latest Annual Proxy Report)
36.20
Percentage Held By Institutions (Latest 13F Reports)
57.02
Recent Price/Volume
Closing Price
216.94
Opening Price
217.68
High Price
219.25
Low Price
213.53
Volume
292,000
Previous Closing Price
217.87
Previous Opening Price
217.48
Previous High Price
219.42
Previous Low Price
214.69
Previous Volume
348,000
High/Low Price
52-Week High Price
362.60
26-Week High Price
315.59
13-Week High Price
260.85
4-Week High Price
219.62
2-Week High Price
219.62
1-Week High Price
219.62
52-Week Low Price
202.89
26-Week Low Price
202.89
13-Week Low Price
202.89
4-Week Low Price
205.97
2-Week Low Price
208.94
1-Week Low Price
212.65
High/Low Volume
52-Week High Volume
1,093,000
26-Week High Volume
1,093,000
13-Week High Volume
1,093,000
4-Week High Volume
614,000
2-Week High Volume
348,000
1-Week High Volume
348,000
52-Week Low Volume
28,000
26-Week Low Volume
125,000
13-Week Low Volume
177,000
4-Week Low Volume
177,000
2-Week Low Volume
177,000
1-Week Low Volume
177,000
Money Flow
Total Money Flow, Past 52 Weeks
17,838,381,652
Total Money Flow, Past 26 Weeks
11,455,491,161
Total Money Flow, Past 13 Weeks
5,788,565,045
Total Money Flow, Past 4 Weeks
1,219,104,324
Total Money Flow, Past 2 Weeks
537,262,377
Total Money Flow, Past Week
307,139,338
Total Money Flow, 1 Day
63,239,413
Total Volume
Total Volume, Past 52 Weeks
66,795,000
Total Volume, Past 26 Weeks
45,805,000
Total Volume, Past 13 Weeks
25,668,000
Total Volume, Past 4 Weeks
5,712,000
Total Volume, Past 2 Weeks
2,502,000
Total Volume, Past Week
1,418,000
Percent Change in Price
Percent Change in Price, Past 52 Weeks
-38.84
Percent Change in Price, Past 26 Weeks
-29.01
Percent Change in Price, Past 13 Weeks
-15.78
Percent Change in Price, Past 4 Weeks
2.50
Percent Change in Price, Past 2 Weeks
3.69
Percent Change in Price, Past Week
0.97
Percent Change in Price, 1 Day
-0.43
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
False
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
0
Consecutive Weeks of Increasing Volume
1
Consecutive Days of Decreasing Volume
1
Consecutive Weeks of Decreasing Volume
0
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
False
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)
216.64
Simple Moving Average (10-Day)
214.27
Simple Moving Average (20-Day)
213.45
Simple Moving Average (50-Day)
218.23
Simple Moving Average (100-Day)
239.96
Simple Moving Average (200-Day)
268.43
Previous Simple Moving Average (5-Day)
216.00
Previous Simple Moving Average (10-Day)
213.60
Previous Simple Moving Average (20-Day)
213.24
Previous Simple Moving Average (50-Day)
218.63
Previous Simple Moving Average (100-Day)
240.65
Previous Simple Moving Average (200-Day)
268.98
Technical Indicators
MACD (12, 26, 9)
-0.64
MACD (12, 26, 9) Signal
-1.96
Previous MACD (12, 26, 9)
-0.91
Previous MACD (12, 26, 9) Signal
-2.29
RSI (14-Day)
52.62
Previous RSI (14-Day)
54.55
Stochastic (14, 3, 3) %K
83.15
Stochastic (14, 3, 3) %D
83.45
Previous Stochastic (14, 3, 3) %K
85.63
Previous Stochastic (14, 3, 3) %D
81.48
Upper Bollinger Band (20, 2)
219.23
Lower Bollinger Band (20, 2)
207.68
Previous Upper Bollinger Band (20, 2)
218.79
Previous Lower Bollinger Band (20, 2)
207.68
Income Statement Financials
Quarterly Revenue (MRQ)
617,400,000
Quarterly Net Income (MRQ)
91,600,000
Previous Quarterly Revenue (QoQ)
605,100,000
Previous Quarterly Revenue (YoY)
569,400,000
Previous Quarterly Net Income (QoQ)
89,000,000
Previous Quarterly Net Income (YoY)
119,700,000
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)
979,200,000
Property, Plant, and Equipment (MRQ)
225,900,000
Long-Term Assets (MRQ)
2,578,400,000
Total Assets (MRQ)
3,557,600,000
Current Liabilities (MRQ)
945,500,000
Long-Term Debt (MRQ)
848,900,000
Long-Term Liabilities (MRQ)
1,098,100,000
Total Liabilities (MRQ)
2,043,600,000
Common Equity (MRQ)
1,514,000,000
Tangible Shareholders Equity (MRQ)
-496,699,800
Shareholders Equity (MRQ)
1,514,000,000
Common Shares Outstanding (MRQ)
41,507,000
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)
23.38
PEG Ratio (Long Term Growth Estimate)
Price to Sales Ratio (Trailing 12 Months)
3.74
Price to Book Ratio (Most Recent Quarterly Book Value per Share)
5.92
Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
17.61
Pre-Tax Margin (Trailing 12 Months)
21.33
Net Margin (Trailing 12 Months)
15.70
Return on Equity (Trailing 12 Months)
25.07
Return on Assets (Trailing 12 Months)
11.12
Current Ratio (Most Recent Fiscal Quarter)
1.04
Quick Ratio (Most Recent Fiscal Quarter)
1.04
Debt to Common Equity (Most Recent Fiscal Quarter)
0.56
Inventory Turnover (Trailing 12 Months)
Book Value per Share (Most Recent Fiscal Quarter)
37.74
Earnings
Fiscal Period End, Next Quarterly Earnings Report
2025-12-31
Quarterly Earnings per Share Estimate
Next Expected Quarterly Earnings Report Date
2026-02-25
Days Until Next Expected Quarterly Earnings Report
82
Fiscal Period End, Last Quarterly Earnings Report
2025-09-30
Last Quarterly Earnings per Share Estimate
Last Quarterly Earnings per Share
2.55
Last Quarterly Earnings Report Date
2025-10-29
Days Since Last Quarterly Earnings Report
37
Earnings per Share (Most Recent Fiscal Year)
Diluted Earnings per Share (Trailing 12 Months)
8.79
Dividends
Last Dividend Date
2025-10-03
Last Dividend Amount
0.46
Days Since Last Dividend
63
Annual Dividend (Based on Last Quarter)
1.82
Dividend Yield (Based on Last Quarter)
0.84
Percent Growth in Revenue/Net Income
Percent Growth in Quarterly Revenue (QoQ)
2.03
Percent Growth in Quarterly Revenue (YoY)
8.43
Percent Growth in Annual Revenue
11.60
Percent Growth in Quarterly Net Income (QoQ)
2.92
Percent Growth in Quarterly Net Income (YoY)
-23.48
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)
True
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)
False
New 5-Year Low Quarterly Net Income (YoY)
False
Consecutive Quarters/Years of Increasing/Decreasing Revenue/Net Income
Consecutive Quarters of Increasing Revenue (QoQ)
2
Consecutive Quarters of Decreasing Revenue (QoQ)
0
Consecutive Quarters of Increasing Revenue (YoY)
37
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)
2
Consecutive Quarters of Decreasing Net Income (QoQ)
0
Consecutive Quarters of Increasing Net Income (YoY)
0
Consecutive Quarters of Decreasing Net Income (YoY)
1
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)
0.0984
Historical Volatility (Close-to-Close) (20-Day)
0.1726
Historical Volatility (Close-to-Close) (30-Day)
0.1614
Historical Volatility (Close-to-Close) (60-Day)
0.2278
Historical Volatility (Close-to-Close) (90-Day)
0.2597
Historical Volatility (Close-to-Close) (120-Day)
0.2419
Historical Volatility (Close-to-Close) (150-Day)
0.2373
Historical Volatility (Close-to-Close) (180-Day)
0.2289
Historical Volatility (Parkinson) (10-Day)
0.1964
Historical Volatility (Parkinson) (20-Day)
0.2082
Historical Volatility (Parkinson) (30-Day)
0.2013
Historical Volatility (Parkinson) (60-Day)
0.2378
Historical Volatility (Parkinson) (90-Day)
0.2495
Historical Volatility (Parkinson) (120-Day)
0.2327
Historical Volatility (Parkinson) (150-Day)
0.2313
Historical Volatility (Parkinson) (180-Day)
0.2313
Implied Volatility (Calls) (10-Day)
0.2368
Implied Volatility (Calls) (20-Day)
0.2373
Implied Volatility (Calls) (30-Day)
0.2382
Implied Volatility (Calls) (60-Day)
0.2455
Implied Volatility (Calls) (90-Day)
0.2559
Implied Volatility (Calls) (120-Day)
0.2619
Implied Volatility (Calls) (150-Day)
0.2628
Implied Volatility (Calls) (180-Day)
0.2637
Implied Volatility (Puts) (10-Day)
0.2615
Implied Volatility (Puts) (20-Day)
0.2513
Implied Volatility (Puts) (30-Day)
0.2309
Implied Volatility (Puts) (60-Day)
0.2184
Implied Volatility (Puts) (90-Day)
0.2431
Implied Volatility (Puts) (120-Day)
0.2562
Implied Volatility (Puts) (150-Day)
0.2558
Implied Volatility (Puts) (180-Day)
0.2554
Implied Volatility (Mean) (10-Day)
0.2491
Implied Volatility (Mean) (20-Day)
0.2443
Implied Volatility (Mean) (30-Day)
0.2346
Implied Volatility (Mean) (60-Day)
0.2320
Implied Volatility (Mean) (90-Day)
0.2495
Implied Volatility (Mean) (120-Day)
0.2590
Implied Volatility (Mean) (150-Day)
0.2593
Implied Volatility (Mean) (180-Day)
0.2596
Put-Call Implied Volatility Ratio (10-Day)
1.1044
Put-Call Implied Volatility Ratio (20-Day)
1.0592
Put-Call Implied Volatility Ratio (30-Day)
0.9693
Put-Call Implied Volatility Ratio (60-Day)
0.8894
Put-Call Implied Volatility Ratio (90-Day)
0.9499
Put-Call Implied Volatility Ratio (120-Day)
0.9785
Put-Call Implied Volatility Ratio (150-Day)
0.9734
Put-Call Implied Volatility Ratio (180-Day)
0.9684
Implied Volatility Skew (10-Day)
0.1762
Implied Volatility Skew (20-Day)
0.1684
Implied Volatility Skew (30-Day)
0.1529
Implied Volatility Skew (60-Day)
0.1163
Implied Volatility Skew (90-Day)
0.0861
Implied Volatility Skew (120-Day)
0.0641
Implied Volatility Skew (150-Day)
0.0517
Implied Volatility Skew (180-Day)
0.0394
Option Statistics
Put-Call Ratio (Volume) (10-Day)
0.0000
Put-Call Ratio (Volume) (20-Day)
0.0000
Put-Call Ratio (Volume) (30-Day)
0.0000
Put-Call Ratio (Volume) (60-Day)
0.0000
Put-Call Ratio (Volume) (90-Day)
0.0000
Put-Call Ratio (Volume) (120-Day)
0.1167
Put-Call Ratio (Volume) (150-Day)
0.3667
Put-Call Ratio (Volume) (180-Day)
0.6167
Put-Call Ratio (Open Interest) (10-Day)
0.6000
Put-Call Ratio (Open Interest) (20-Day)
0.4929
Put-Call Ratio (Open Interest) (30-Day)
0.2786
Put-Call Ratio (Open Interest) (60-Day)
0.0131
Put-Call Ratio (Open Interest) (90-Day)
0.0363
Put-Call Ratio (Open Interest) (120-Day)
0.1252
Put-Call Ratio (Open Interest) (150-Day)
0.2891
Put-Call Ratio (Open Interest) (180-Day)
0.4531
Percentiles Within Industry of Price Performance
Percentile Within Industry, Percent Change in Price, Past 52 Weeks
18.18
Percentile Within Industry, Percent Change in Price, Past 26 Weeks
18.18
Percentile Within Industry, Percent Change in Price, Past 13 Weeks
18.18
Percentile Within Industry, Percent Change in Price, Past 4 Weeks
72.73
Percentile Within Industry, Percent Change in Price, Past 2 Weeks
72.73
Percentile Within Industry, Percent Change in Price, Past Week
90.91
Percentile Within Industry, Percent Change in Price, 1 Day
54.55
Percentiles Within Industry of Revenue/Net Income Growth
Percentile Within Industry, Percent Growth in Quarterly Revenue (QoQ)
54.55
Percentile Within Industry, Percent Growth in Quarterly Revenue (YoY)
63.64
Percentile Within Industry, Percent Growth in Annual Revenue
45.45
Percentile Within Industry, Percent Growth in Quarterly Net Income (QoQ)
45.45
Percentile Within Industry, Percent Growth in Quarterly Net Income (YoY)
9.09
Percentile Within Industry, Percent Growth in Annual Net Income
90.91
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)
36.36
Percentile Within Industry, PEG Ratio (Long Term Growth Estimate)
Percentile Within Industry, Price to Sales Ratio (Trailing 12 Months)
9.09
Percentile Within Industry, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
90.00
Percentile Within Industry, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
27.27
Percentile Within Industry, Pre-Tax Margin (Trailing 12 Months)
9.09
Percentile Within Industry, Net Margin (Trailing 12 Months)
9.09
Percentile Within Industry, Return on Equity (Trailing 12 Months)
81.82
Percentile Within Industry, Return on Assets (Trailing 12 Months)
54.55
Percentile Within Industry, Current Ratio (Most Recent Fiscal Quarter)
54.55
Percentile Within Industry, Quick Ratio (Most Recent Fiscal Quarter)
54.55
Percentile Within Industry, Debt to Common Equity (Most Recent Fiscal Quarter)
60.00
Percentile Within Industry, Inventory Turnover (Trailing 12 Months)
Percentile Within Industry, Dividend Yield (Based on Last Quarter)
36.36
Percentile Within Industry, Percentage Held By Insiders (Latest Annual Proxy Report)
100.00
Percentile Within Industry, Percentage Held By Institutions (Latest 13F Reports)
18.18
Percentiles Within Sector of Price Performance
Percentile Within Sector, Percent Change in Price, Past 52 Weeks
6.63
Percentile Within Sector, Percent Change in Price, Past 26 Weeks
6.63
Percentile Within Sector, Percent Change in Price, Past 13 Weeks
11.57
Percentile Within Sector, Percent Change in Price, Past 4 Weeks
35.97
Percentile Within Sector, Percent Change in Price, Past 2 Weeks
27.08
Percentile Within Sector, Percent Change in Price, Past Week
41.04
Percentile Within Sector, Percent Change in Price, 1 Day
27.50
Percentiles Within Sector of Revenue/Net Income Growth
Percentile Within Sector, Percent Growth in Quarterly Revenue (QoQ)
40.25
Percentile Within Sector, Percent Growth in Quarterly Revenue (YoY)
60.64
Percentile Within Sector, Percent Growth in Annual Revenue
54.41
Percentile Within Sector, Percent Growth in Quarterly Net Income (QoQ)
45.11
Percentile Within Sector, Percent Growth in Quarterly Net Income (YoY)
16.19
Percentile Within Sector, Percent Growth in Annual Net Income
91.44
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)
89.30
Percentile Within Sector, PEG Ratio (Long Term Growth Estimate)
Percentile Within Sector, Price to Sales Ratio (Trailing 12 Months)
81.83
Percentile Within Sector, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
94.81
Percentile Within Sector, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
80.93
Percentile Within Sector, Pre-Tax Margin (Trailing 12 Months)
57.53
Percentile Within Sector, Net Margin (Trailing 12 Months)
51.99
Percentile Within Sector, Return on Equity (Trailing 12 Months)
91.01
Percentile Within Sector, Return on Assets (Trailing 12 Months)
93.79
Percentile Within Sector, Current Ratio (Most Recent Fiscal Quarter)
63.15
Percentile Within Sector, Quick Ratio (Most Recent Fiscal Quarter)
64.25
Percentile Within Sector, Debt to Common Equity (Most Recent Fiscal Quarter)
67.12
Percentile Within Sector, Inventory Turnover (Trailing 12 Months)
Percentile Within Sector, Dividend Yield (Based on Last Quarter)
33.99
Percentile Within Sector, Percentage Held By Insiders (Latest Annual Proxy Report)
91.25
Percentile Within Sector, Percentage Held By Institutions (Latest 13F Reports)
51.56
Percentiles Within Market of Price Performance
Percentile Within Market, Percent Change in Price, Past 52 Weeks
12.47
Percentile Within Market, Percent Change in Price, Past 26 Weeks
9.89
Percentile Within Market, Percent Change in Price, Past 13 Weeks
14.65
Percentile Within Market, Percent Change in Price, Past 4 Weeks
61.00
Percentile Within Market, Percent Change in Price, Past 2 Weeks
42.35
Percentile Within Market, Percent Change in Price, Past Week
67.27
Percentile Within Market, Percent Change in Price, 1 Day
23.07
Percentiles Within Market of Revenue/Net Income Growth
Percentile Within Market, Percent Growth in Quarterly Revenue (QoQ)
47.65
Percentile Within Market, Percent Growth in Quarterly Revenue (YoY)
58.06
Percentile Within Market, Percent Growth in Annual Revenue
67.15
Percentile Within Market, Percent Growth in Quarterly Net Income (QoQ)
48.67
Percentile Within Market, Percent Growth in Quarterly Net Income (YoY)
31.91
Percentile Within Market, Percent Growth in Annual Net Income
92.39
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)
69.22
Percentile Within Market, PEG Ratio (Long Term Growth Estimate)
Percentile Within Market, Price to Sales Ratio (Trailing 12 Months)
70.89
Percentile Within Market, Price to Book Ratio (Most Recent Quarterly Book Value per Share)
83.53
Percentile Within Market, Price to Cash Ratio (Most Recent Annual Cash Flow per Share)
71.64
Percentile Within Market, Pre-Tax Margin (Trailing 12 Months)
82.67
Percentile Within Market, Net Margin (Trailing 12 Months)
78.18
Percentile Within Market, Return on Equity (Trailing 12 Months)
89.00
Percentile Within Market, Return on Assets (Trailing 12 Months)
89.68
Percentile Within Market, Current Ratio (Most Recent Fiscal Quarter)
28.12
Percentile Within Market, Quick Ratio (Most Recent Fiscal Quarter)
38.20
Percentile Within Market, Debt to Common Equity (Most Recent Fiscal Quarter)
66.52
Percentile Within Market, Inventory Turnover (Trailing 12 Months)
Percentile Within Market, Dividend Yield (Based on Last Quarter)
67.13
Percentile Within Market, Percentage Held By Insiders (Latest Annual Proxy Report)
89.08
Percentile Within Market, Percentage Held By Institutions (Latest 13F Reports)
48.91