Market Cap | 9.56B | P/E | 548.05 | EPS this Y | 40.20% | Ern Qtrly Grth | 91.40% |
Income | 245.9M | Forward P/E | 38.67 | EPS next Y | 11.70% | 50D Avg Chg | 9.00% |
Sales | 2.17B | PEG | 2.77 | EPS past 5Y | 10.17% | 200D Avg Chg | 5.00% |
Dividend | 1.00% | Price/Book | 7.76 | EPS next 5Y | 16.00% | 52W High Chg | -14.00% |
Recommedations | 2.00 | Quick Ratio | 0.93 | Shares Outstanding | 42.84M | 52W Low Chg | 38.00% |
Insider Own | 39.73% | ROA | 6.66% | Shares Float | 24.70M | Beta | 1.19 |
Inst Own | 61.17% | ROE | 18.42% | Shares Shorted/Prior | 189.24K/207.55K | Price | 224.70 |
Gross Margin | 60.85% | Profit Margin | 11.34% | Avg. Volume | 181,456 | Target Price | 343.50 |
Oper. Margin | 18.97% | Earnings Date | Oct 23 | Volume | 104,542 | Change | -1.40% |
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
BMO Capital | Outperform | Aug 28, 24 |
BMO Capital | Outperform | Aug 12, 24 |
Redburn Atlantic | Buy | Oct 30, 23 |
Redburn Partners | Neutral | Jan 11, 23 |
Redburn Partners | Buy | Sep 20, 22 |
Keefe, Bruyette & Woods | Market Perform | Apr 23, 15 |
Keefe, Bruyette & Woods | Market Perform | Feb 12, 15 |
Keefe, Bruyette & Woods | Market Perform | Nov 5, 13 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 27 | Sell | 277.9 | 6,257 | 1,738,820 | 11,342,505 | 11/29/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 24 | Sell | 276.27 | 6,555 | 1,810,950 | 11,348,762 | 11/27/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 21 | Sell | 275.06 | 25,300 | 6,959,018 | 11,355,317 | 11/24/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 17 | Sell | 271.89 | 22,021 | 5,987,290 | 11,380,617 | 11/21/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 15 | Sell | 269.73 | 20,426 | 5,509,505 | 11,402,638 | 11/17/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 09 | Sell | 263.25 | 12,175 | 3,205,069 | 11,444,297 | 11/13/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 07 | Sell | 262.92 | 15,023 | 3,949,847 | 11,456,472 | 11/09/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 03 | Sell | 263.08 | 20,710 | 5,448,387 | 11,471,495 | 11/07/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 01 | Sell | 256.48 | 25,300 | 6,488,944 | 11,492,205 | 11/03/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 25 | Sell | 223.67 | 25,300 | 5,658,851 | 11,558,479 | 08/29/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 23 | Sell | 219.17 | 18,250 | 3,999,852 | 11,184,499 | 08/25/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 17 | Sell | 220.91 | 12,874 | 2,843,995 | 11,216,521 | 08/21/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 15 | Sell | 218.94 | 13,302 | 2,912,340 | 11,229,395 | 08/17/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 11 | Sell | 219.33 | 8,700 | 1,908,171 | 11,242,697 | 08/15/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 07 | Sell | 221.59 | 14,565 | 3,227,458 | 11,263,385 | 08/09/23 |
Landis Gail S | Director Director | Jul 27 | Sell | 225.0000 | 395 | 88,875 | 5,727 | 07/28/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Jul 07 | Sell | 197.4 | 22,902 | 4,520,855 | 11,293,225 | 07/11/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Jun 15 | Sell | 206.51 | 12,753 | 2,633,622 | 11,383,829 | 06/20/23 |
TSAY CAROLINE J | Director Director | May 15 | Sell | 191.32 | 651 | 124,549 | 3,576 | 05/17/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Mar 21 | Sell | 186.6 | 6,151 | 1,147,777 | 11,468,225 | 03/23/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Mar 17 | Sell | 184.34 | 8,451 | 1,557,857 | 11,474,376 | 03/21/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Mar 14 | Sell | 188.75 | 14,500 | 2,736,875 | 11,494,411 | 03/15/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Mar 09 | Sell | 206.68 | 5,162 | 1,066,882 | 11,508,911 | 03/13/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Mar 03 | Sell | 211.22 | 22,641 | 4,782,232 | 11,523,013 | 03/07/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Mar 01 | Sell | 207.36 | 24,627 | 5,106,655 | 11,545,654 | 03/03/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Feb 27 | Sell | 207.55 | 25,400 | 5,271,770 | 11,570,281 | 03/01/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Feb 22 | Sell | 232.97 | 8,491 | 1,978,148 | 11,604,954 | 02/23/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Feb 15 | Sell | 238.39 | 8,542 | 2,036,327 | 11,618,792 | 02/17/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Feb 09 | Sell | 242.64 | 4,240 | 1,028,794 | 11,639,805 | 02/13/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Feb 07 | Sell | 244.31 | 5,413 | 1,322,450 | 11,644,045 | 02/09/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 29 | Sell | 214.41 | 9,600 | 2,058,336 | 11,671,084 | 01/03/23 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 23 | Sell | 214.86 | 1,406 | 302,093 | 11,690,161 | 12/27/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 21 | Sell | 214.52 | 20,863 | 4,475,531 | 11,691,567 | 12/23/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 19 | Sell | 214.14 | 17,300 | 3,704,622 | 11,712,430 | 12/21/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 07 | Sell | 238.13 | 12,717 | 3,028,299 | 11,743,241 | 12/09/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 06 | Sell | 239.9400 | 120 | 28,793 | 11,811,958 | 12/07/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Dec 01 | Sell | 248.45 | 13,253 | 3,292,708 | 12,412,078 | 12/05/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 29 | Sell | 240.61 | 8,306 | 1,998,507 | 12,425,331 | 12/01/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 25 | Sell | 246.1 | 5,521 | 1,358,718 | 12,433,637 | 11/29/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 23 | Sell | 244.76 | 6,700 | 1,639,892 | 12,439,158 | 11/28/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 21 | Sell | 240.79 | 16,811 | 4,047,921 | 12,445,858 | 11/23/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 18 | Sell | 241.05 | 2,531 | 610,098 | 12,462,669 | 11/21/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Nov 07 | Sell | 233.17 | 12,254 | 2,857,265 | 12,501,411 | 11/09/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Sep 28 | Sell | 213.81 | 10,197 | 2,180,221 | 12,226,191 | 09/30/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Sep 26 | Sell | 212.76 | 6,055 | 1,288,262 | 12,236,388 | 09/28/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Sep 20 | Sell | 225.29 | 16,958 | 3,820,468 | 12,242,563 | 09/22/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Sep 12 | Sell | 246.16 | 8,747 | 2,153,162 | 12,268,928 | 09/14/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Sep 06 | Sell | 231.15 | 17,241 | 3,985,257 | 12,292,684 | 09/08/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Sep 02 | Sell | 230.85 | 2,213 | 510,871 | 12,309,925 | 09/06/22 |
Mansueto Joseph D | Executive Chairman Executive Chairman | Aug 31 | Sell | 229.66 | 15,491 | 3,557,663 | 12,312,138 | 09/02/22 |