Equites Radar

MORN · Morningstar, Inc.

Financial Data & Stock ExchangesUnited StatesAnalyst view: Buy

$172.61

+6.41% last session

End-of-day data · updated 2026-07-28

Mildly bullish3 bullish · 1 bearish technical signals
Consensus: Buy (1.67 from 3 analysts)
To mean target: +30.9%

Market cap

$7B

Enterprise value

$8B

Trailing P/E

18.6

Forward P/E

13.6

Dividend yield

1.0%

Beta

1.01

Avg volume

0M

Employees

11K

2D change

5D change

8.87%

10D change

5.77%

30D change

18.32%

60D change

0.53%

MTD change

12.97%

YTD change

-15.35%

Analyst Outlook

Consensus ratingBuy
Recommendation mean (1–5)1.67
Covering analysts3
Mean price target$226.00
Low price target$203.00
Upside to mean target+30.9%

Analyst estimates change daily — follow the shifts on the Estimate Trends page.

Technical Analysis

RSI (14)69.2
50-day MA$170.95
200-day MA$188.50
Price vs 50-day MA+13.6%
Price vs 200-day MA+3.0%
MACD histogram2.50
Volume vs 3-month avg1.1×
52w low $141.4152w high $283.87

Analyst sentiment over time — MORN

Rec Mean (blue, left — higher = more bullish) vs. price targets (right).

Investment Bank Ratings as of 2026-07-07

Latest call per bank · past 12 months

UBS

Buy

$260

+50.6% vs price
▼ cut from $280Maintains · 2026-07-07

Recent rating actions

DateFirmActionRatingPrice target
2026-07-07UBSMaintainsBuy$280 $260
2026-02-17BMO CapitalMaintainsOutperform$257 $193
2025-10-30UBSMaintainsBuy$350 $320
2025-08-01BMO CapitalMaintainsOutperform$343 $325

Ratings and price targets are the published opinions of the issuing banks, compiled from Yahoo Finance rating actions — not investment advice.

Signal Summary as of 2026-07-28

  • RSI (14): RSI is 69 — neutral momentum, neither overbought nor oversold.
  • Price vs 50-day MA: Trading 13.6% above the 50-day MA ($170.95).
  • Price vs 200-day MA: Trading 3.0% above the 200-day MA ($188.50).
  • MA cross: The 50-day MA sits below the 200-day MA (death-cross regime) — the longer-term trend points down.
  • MACD (12,26,9): MACD histogram is positive (+2.50) — short-term momentum is improving.
  • 52-week range: Price sits between the 52-week low ($141.41) and high ($283.87).

MORN Price Chart

Loading chart for MORN

Fundamentals

Revenue (TTM)$3.0B
EBITDA$1.0B
Free cash flow$0M
Operating cash flow$1.0B
Book value / share$26.79
Net debt / EBITDA2.2
WACC10.0%
Revenue growth11.00%
Earnings growth50.00%

About Morningstar, Inc.

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

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Data is sourced from end-of-day snapshots and refreshed daily before the US market open — nothing on this page is real-time. Figures can contain vendor errors. This page is for information only and is not investment advice.