MORN
Morningstar, Inc.Price & Indicators
Blended from price, positioning & fundamentals · daily-close · not investment advice.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| adjusted operating income growth non-GAAP | 26.1% | Q4 2025 | — |
| organic revenue growth non-GAAP | 8.1% | Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Financial Data & Stock Exchanges — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MORN
this stock
Morningstar, Inc.
|
$6.54B | -23.3% | +7.5% | 17.6 | 5.0% |
|
SPGI
S&P Global Inc.
|
$131.26B | -9.1% | +7.1% | 29.7 | 1.7% |
|
MCO
Moodys Corp /De/
|
$87.81B | -2.2% | +16.6% | 36.1 | 2.0% |
|
CME
Cme Group Inc.
|
$85.07B | -12.0% | +11.1% | 20.0 | 1.4% |
|
ICE
Intercontinental Exchange, Inc.
|
$76.29B | -16.4% | -2.1% | 19.6 | 1.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MORN | +7.6% | -9.5% | -23.3% | +6.6% | -23.3% |
| SPY | +3.1% | -0.8% | +8.2% | +0.6% | +10.2% |
| vs SPY | +4.5% | -8.8% | -31.5% | +6.0% | -33.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.