UBS Reiterates Buy Rating on Morningstar, Reduces Price Target to $320
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 30 2025
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Source: Benzinga
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Analyst Views on MORN
Wall Street analysts forecast MORN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MORN is 285.00 USD with a low forecast of 250.00 USD and a high forecast of 320.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 201.240
Low
250.00
Averages
285.00
High
320.00
Current: 201.240
Low
250.00
Averages
285.00
High
320.00
About MORN
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Berkeley Acquires Morningstar Shares: Strategic Insights
- Acquisition Overview: According to an SEC filing dated January 26, 2026, Berkeley acquired 17,382 shares of Morningstar (MORN) during Q4 2025, with an estimated transaction value of $3.78 million, reflecting confidence in Morningstar's future potential.
- Asset Allocation Impact: This acquisition accounts for 1.2% of Berkeley's $314.47 million in assets under management, indicating a strategic move to diversify its portfolio and enhance overall investment returns through Morningstar's market position.
- Morningstar Market Performance: As of January 28, 2026, Morningstar's share price stood at $204.66, down 38.65% over the past year, highlighting market concerns about its future growth; however, Berkeley's investment may be based on long-term value confidence.
- Investor Considerations: Morningstar has an annualized return of 12.5%, surpassing the S&P 500's 11%, and despite potential threats from AI technology, Berkeley's acquisition signals recognition of Morningstar's ongoing competitiveness in the data and research sector.
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