Loading...

Intellectia LogoIntellectia
AI Trading Bot
Features
Markets
News
Resources
Pricing
Get Started
  1. Home
  2. Stock
  3. MORN
MORN logo

MORN Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
an image of Intellectia Logoan image of Intellectia

Most Trusted AI Platform for Winning Trades

TwitterYoutubeQuoraDiscordLinkedinTelegram

Copyright © 2026 Intellectia.AI. All Rights Reserved.

Company

  • Home
  • Contact
  • About Us
  • Press
  • Privacy
  • Terms of Service
  • Service Terms of Use

Resources

  • Blog
  • Tutorial
  • Help Center
  • Affiliate Program

Markets

  • Market Analysis
  • Crypto
  • Featured Screeners
  • AI Earnings Calendar
  • Market Movers
  • Stock Monitor
  • Economic Calendar
  • All US Stocks
  • All Cryptos

Tools

  • Dividend Calculator
  • Dividend Yield Calculator
  • Options Profit Calculator

Features

  • QuantAI Alpha Pick
  • SwingMax Portfolio
  • Swing Trading
  • AI Stock Picker
  • Whales Auto Tracker
  • Daytrading Center
  • Patterns Detection
  • AI Screener
  • Financial AI Agent
  • Backtesting Playground
  • AI Earnings Prediction
  • Stock Monitor
  • Technical Analysis

News

  • Overview
  • Top News
  • Daily Market Brief
  • Earnings Analysis
  • Newswire
  • Stock News
  • Crypto News
  • Institution News
  • Congress News
  • Monitor News

Compare

  • TradingView
  • SeekingAlpha
Intellectia

Loading chart...

High
176.935
Open
175.120
VWAP
175.70
Vol
507.54K
Mkt Cap
6.70B
Low
173.930
Amount
89.17M
EV/EBITDA(TTM)
10.77
Total Shares
38.03M
EV
7.90B
EV/OCF(TTM)
13.39
P/S(TTM)
2.91
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.
Show More

Events Timeline

(ET)
2026-05-08
09:10:00
Morningstar and PitchBook Integrate with Perplexity to Enhance Data Access
select
2026-04-29 (ET)
2026-04-29
16:30:00
Morningstar Q1 Revenue Reaches $644.8M, Exceeds Expectations
select
2026-04-29
08:10:00
Morningstar Rebrands CRSP Market Indexes Post-Acquisition
select
2026-04-09 (ET)
2026-04-09
16:20:00
Pello Companies Acquires ByAllAccounts
select
2026-03-31 (ET)
2026-03-31
08:40:00
Morningstar Expands Investment Data Availability on Snowflake
select
2026-03-05 (ET)
2026-03-05
08:30:00
Morningstar Partners with University of Illinois for Nearly $5M Collaboration
select

News

Newsfilter
7.5
05-08Newsfilter
Morningstar and PitchBook Integrate AI Research Platform
  • Data Integration Innovation: Morningstar and PitchBook announced an integration with Perplexity, enabling users to access Morningstar and PitchBook data and research directly through the AI platform, enhancing research efficiency and boosting confidence in investment decisions.
  • Multi-Step Research Support: Through Model Context Protocol (MCP) integrations, users can perform natural language searches and receive citation-based responses within Perplexity, allowing them to swiftly complete complex research tasks that meet the needs of financial professionals.
  • Strategic Collaboration Significance: This partnership reflects Morningstar and PitchBook's strategic positioning in the AI space, aiming to combine AI with human expertise to transform how investment intelligence is delivered and consumed, thereby enhancing market competitiveness.
  • Global Market Impact: Operating in 32 countries and managing approximately $370 billion in assets, the integration of AI technology will further solidify Morningstar's leadership in investment research, helping users make more informed investment decisions in both public and private markets.
Fool
9.5
05-08Fool
American Express Continues Strong Performance
  • Significant Earnings Growth: American Express reported $18.9 billion in revenue and $4.28 earnings per share for Q1, marking increases of 10% and 18% respectively, surpassing analysts' expectations of $18.6 billion and about $4 per share, demonstrating the company's resilience amid economic uncertainty.
  • High-End Consumer Spending Rebounds: Despite economic pressures, restaurant and airline spending rose by 9% and 8% respectively, indicating the continued strong purchasing power of affluent customers, which further solidifies American Express's market position.
  • Stable Outlook: While the market remains cautious about future marketing and technology expenditures, American Express still anticipates revenue growth of 9% to 10% by 2026, reflecting management's confidence in the company's long-term growth prospects.
  • Investor Caution: Despite strong performance, the stock price fell due to failure to raise future guidance, highlighting a gap between investor expectations for future growth and the company's actual projections.
NASDAQ.COM
9.5
05-08NASDAQ.COM
American Express Exceeds Earnings Estimates, Outlook Remains Positive
  • Strong Earnings Report: American Express reported first-quarter revenue of $18.9 billion, a 10% increase year-over-year, with earnings per share at $4.28, surpassing analysts' expectations of $4, demonstrating the company's resilience amid economic uncertainty.
  • Affluent Customer Spending: Despite a challenging economic backdrop, spending from affluent customers remained robust, with restaurant spending up 9% and airline spending up 8%, indicating the strength of American Express's customer base during economic fluctuations.
  • Future Growth Outlook: The company anticipates revenue growth between 9% and 10% for 2026, with earnings per share projected between $17.30 and $17.90; although the market was disappointed by the lack of an upward revision, it still reflects stable growth potential.
  • Investor Confidence Recovery: Despite a decline in stock price following the earnings report, investor confidence appears to be gradually returning as the market recognizes the company's long-term performance capabilities, indicating American Express's ability to perform well across various economic environments.
CNBC
2.0
05-05CNBC
UK Long-Term Borrowing Costs Hit Nearly 30-Year High
  • Rising Long-Term Borrowing Costs: The UK's long-term borrowing costs have surged to their highest levels in nearly 30 years, with the 10-year gilt yield reaching 5.082%, reflecting market concerns over the upcoming local elections that could see the ruling Labour party lose up to 2,000 seats, significantly undermining Prime Minister Keir Starmer's leadership.
  • Election Impact on Market Confidence: Voter shifts towards right-wing Reform UK and left-wing Green Party are expected, with analysts indicating that a heavy Labour loss in local elections will signal weakness in leadership and fiscal discipline, potentially driving long-term gilt yields higher, particularly in the 10- to 30-year range.
  • Increased Political Uncertainty: Political uncertainty has led to rising risk premiums in the UK bond market, with investors becoming more cautious about future fiscal policies; any loosening of fiscal policy could result in rapid adjustments in gilt yields, exacerbating market volatility.
  • Historical Context Influencing Investor Sentiment: The memory of the 2022 crisis triggered by then-Prime Minister Liz Truss's
moomoo
5.0
05-01moomoo
Morningstar (MORN.US) Officer Plans to Sell $17.1 Million in Common Stock via Form 144
  • Stock Sale Announcement: Officer Mansueto Joseph intends to sell 100,000 shares of its common stock on May 1, with an estimated market value of around $17.1 million.

  • Shareholding Reduction: Mansueto Joseph has reduced his shareholding in Morningstar (MORN.U.S) by 100,000 shares since February 2, 2026, with a total value of approximately $16.77 million.

CNBC
8.5
04-30CNBC
Trump Signs Executive Order for New Retirement Accounts
  • New Retirement Account Initiative: Trump is set to sign an executive order on Thursday to create a new type of retirement account aimed at approximately 56 million Americans lacking access to 401(k) or other workplace plans, which is expected to significantly enhance retirement savings for low-income groups.
  • Federal Matching Contribution: The new accounts will offer a federal matching contribution of up to $1,000, with eligible single taxpayers earning below $20,000 or joint filers below $40,000 qualifying for a 50% match, which is anticipated to encourage more individuals to participate in retirement savings.
  • Legislative Support: The order will instruct the White House to collaborate with Congress to propose legislation that expands coverage and savings credits, with experts suggesting that this will make the initiative more sustainable and potentially increase savings among low- to moderate-income individuals.
  • Automatic IRA Legislation: Congress has already introduced several bills, including one requiring employers to automatically enroll employees in IRAs, while 17 states have passed laws to establish automatic enrollment individual retirement accounts, reflecting a growing emphasis on promoting retirement savings.
Wall Street analysts forecast MORN stock price to rise
2 Analyst Rating
Wall Street analysts forecast MORN stock price to rise
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
250.00
Averages
285.00
High
320.00
Current: 0.000
sliders
Low
250.00
Averages
285.00
High
320.00
BMO Capital
Outperform
to
NULL
downgrade
$257 -> $193
AI Analysis
2026-02-17
Reason
BMO Capital
Price Target
$257 -> $193
AI Analysis
2026-02-17
downgrade
Outperform
to
NULL
Reason
BMO Capital lowered the firm's price target on Morningstar to $193 from $257 and keeps an Outperform rating on the shares. The company's Q4 results topped estimates, but Morningstar Direct Platform and PitchBook growth decelerated and the management noted some corrective actions in PitchBook given several headwinds the company is facing around competition, sales cycles, and AI strategy, the analyst tells investors in a research note.
UBS
Buy
to
Buy
downgrade
$320 -> $280
2026-02-13
Reason
UBS
Price Target
$320 -> $280
2026-02-13
downgrade
Buy
to
Buy
Reason
UBS lowered the firm's price target on Morningstar to $280 from $320 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MORN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Morningstar Inc (MORN.O) is 16.29, compared to its 5-year average forward P/E of 37.71. For a more detailed relative valuation and DCF analysis to assess Morningstar Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
37.71
Current PE
16.29
Overvalued PE
63.62
Undervalued PE
11.80

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
18.08
Current EV/EBITDA
10.52
Overvalued EV/EBITDA
26.37
Undervalued EV/EBITDA
9.78

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.26
Current PS
2.41
Overvalued PS
6.18
Undervalued PS
2.35

Financials

AI Analysis
Annual
Quarterly

Related Community Screener

stocks that will go up 2% today
Intellectia · 32 candidates
Rsi Category: moderateMoving Average Relationship: PriceAboveMA20One Day Rise Prob: >= 60One Day Predict Return: 2.0% - 5.0%Monthly Average Dollar Volume: >= 500,000
Ticker
Name
Market Cap$
top bottom
WEC logo
WEC
WEC Energy Group Inc
38.38B
ECPG logo
ECPG
Encore Capital Group Inc
1.42B
MORN logo
MORN
Morningstar Inc
7.23B
FLYX logo
FLYX
Flyexclusive Inc
232.11M
CELU logo
CELU
Celularity Inc
35.76M
USAR logo
USAR
USA Rare Earth Inc
4.25B
best stocks to invest in 2026 q1
Intellectia · 21 candidates
Market Cap: >= 5.00BMarket Cap Category: large, midAnalyst Consensus: Strong Buy, Moderate BuyReturn On Equity: >= 12.0%Target Price Upside Potential: MoreAbovePriceOne Month Predict Return: >= 5.0%
Ticker
Name
Market Cap$
top bottom
MORN logo
MORN
Morningstar Inc
8.63B
KSPI logo
KSPI
Kaspi.kz AO
14.51B
MANH logo
MANH
Manhattan Associates Inc
10.01B
LOGI logo
LOGI
Logitech International SA
13.49B
TTD logo
TTD
Trade Desk Inc
17.09B
PDD logo
PDD
PDD Holdings Inc
150.37B

Whales Holding MORN

M
Meeder Asset Management, Inc
Holding
MORN
+6.09%
3M Return
B
Baron Capital Group, Inc.
Holding
MORN
-2.12%
3M Return
A
American Capital Management, Inc.
Holding
MORN
-4.07%
3M Return
S
Select Equity Group, L.P.
Holding
MORN
-10.02%
3M Return

Trading Trends

    Insider
    Hedge Fund
    Congress Trading

People Also Watch

Frequently Asked Questions

What is Morningstar Inc (MORN) stock price today?

The current price of MORN is 176.22 USD — it has decreased -0.27

What is Morningstar Inc (MORN)'s business?

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.

What is the price predicton of MORN Stock?

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 is285.00 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.

What is Morningstar Inc (MORN)'s revenue for the last quarter?

Morningstar Inc revenue for the last quarter amounts to 644.80M USD, increased 10.81

What is Morningstar Inc (MORN)'s earnings per share (EPS) for the last quarter?

Morningstar Inc. EPS for the last quarter amounts to 2.73 USD, increased 50.00

How many employees does Morningstar Inc (MORN). have?

Morningstar Inc (MORN) has 10973 emplpoyees as of May 12 2026.

What is Morningstar Inc (MORN) market cap?

Today MORN has the market capitalization of 6.70B USD.