Is Morningstar, Inc. (MORN) a Buy, Sell, or Hold?
NASDAQ : MORN
Morningstar, Inc.
$171.76 USD
-$0.72 (-0.42%)
- Volume
- 201.28K
- Average Volume
- 500.49K
- Market Capitalization
- $6.53B
- P/E Ratio
- 17.40
- Dividend Yield
- 1.14%
- Price Target
- $212.00
- Year High
- $291.52
- Year Low
- $141.49
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.19
- Current Ratio
- $1.03
Institutional Ownership Summary
Institutional Ownership %
1.05%
Investors Holding
52
change: -397 | last: 449
Increased Positions
27
change: -208 | last: 235
Reduced Positions
12
change: -158 | last: 170
New Positions
10
change: -57 | last: 67
Sold Positions
401
change: 301 | last: 100
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -203.1088 | last: 2.0311
Total Invested
63.28M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-02-12 | Daniel Mansueto | 3.76M | 9.50% |
| 2026-02-12 | Joseph D. Mansueto | 14.91M | 37.50% |
| 2025-11-12 | Daniel Mansueto | 3.42M | 8.20% |
| 2025-11-12 | Joseph D. Mansueto | 15.04M | 36.20% |
| 2025-02-12 | Joseph D. Mansueto | 15.36M | 35.80% |
| 2024-12-10 | 2. | 2.39M | 5.60% |
| 2024-01-29 | (1) BlackRock, Inc. | 2.39M | 5.60% |
| 2023-02-14 | BANK OF AMERICA CORPORATION56-0906609 | 2.27M | 5.30% |
| 2022-02-14 | 2. | 17.95M | 41.61% |
| 2022-02-14 | George S. Loening | 4.85M | 11.30% |
| 2022-02-14 | Select Equity Group, L.P. | 4.85M | 11.30% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 2.27M | 5.27% |
| 2021-11-09 | George S. Loening | 4.39M | 10.20% |
| 2021-11-09 | Select Equity Group, L.P. | 4.39M | 10.20% |
| 2021-02-12 | George S. Loening | 2.24M | 5.22% |
| 2021-02-12 | Select Equity Group, L.P. | 2.24M | 5.22% |
| 2019-02-15 | Eaton Vance Management 04-3101341 | 2.08M | 11.00% |
| 2018-02-14 | Eaton Vance Management 04-3101341 | 3.34M | 11.00% |
| 2017-02-15 | Eaton Vance Management 04-3101341 | 3.56M | 11.00% |
| 2016-02-12 | Eaton Vance Management 04-3101341 | 3.61M | 11.00% |
| 2015-01-13 | Eaton Vance Management 04-3101341 | 4.72M | 11.00% |
| 2014-02-11 | Morgan Stanley | - | 0.00% |
| 2014-02-11 | Morgan Stanley Investment Management Inc. | - | 0.00% |
| 2014-01-27 | Eaton Vance Management 04-3101341 | 4.48M | 11.00% |
| 2013-02-14 | Ronald Baron363297908 | 1.72M | 3.65% |
| 2013-02-14 | BAMCO INC /NY/363297908 | 1.47M | 3.13% |
| 2013-02-14 | Baron Capital Group, Inc.3632908 | 1.72M | 3.65% |
| 2013-02-14 | Baron Capital Management, Inc.363297908 | 246.72K | 0.52% |
| 2013-01-29 | Eaton Vance Management 04-3101341 | 3.71M | 11.00% |
| 2013-01-14 | Eaton Vance Management 04-3101341 | 5.55M | 11.00% |
| 2012-02-14 | BAMCO INC /NY/363297908 | 2.51M | 5.02% |
| 2012-02-14 | Ronald Baron363297908 | 2.83M | 5.66% |
| 2012-02-14 | Baron Capital Group, Inc.3632908 | 2.83M | 5.66% |
| 2012-02-14 | Baron Capital Management, Inc.363297908 | 320.93K | 0.64% |
| 2012-02-08 | Morgan Stanley Investment Management Inc. | 3.42M | 6.80% |
| 2012-02-08 | Morgan Stanley | 3.42M | 6.80% |
| 2012-01-10 | Eaton Vance Management 04-3101341 | 3.95M | 11.00% |
| 2011-02-14 | Baron Capital Group, Inc.3632908 | 2.87M | 5.78% |
| 2011-02-14 | Baron Capital Management, Inc.363297908 | 250.87K | 0.50% |
| 2011-02-14 | Ronald Baron363297908 | 2.87M | 5.78% |
| 2011-02-14 | BAMCO INC /NY/363297908 | 2.62M | 5.27% |
MORN Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $217.31 | 41.9M | $9.11B | $474.5M | $1.41B | $10.04B |
| 2024-12-31 | $336.76 | 42.8M | $14.41B | $502.7M | $904M | $14.81B |
| 2023-12-31 | $286.24 | 42.6M | $12.19B | $337.9M | $1.16B | $13.02B |
| 2022-12-31 | $216.59 | 42.6M | $9.23B | $376.6M | $1.32B | $10.17B |
| 2021-12-31 | $341.99 | 43M | $14.71B | $483.8M | $531.5M | $14.75B |
| 2020-12-31 | $231.57 | 42.9M | $9.93B | $422.5M | $626.7M | $10.14B |
| 2019-12-31 | $151.31 | 42.7M | $6.46B | $334.1M | $687.6M | $6.81B |
| 2018-12-31 | $109.84 | 42.6M | $4.68B | $369.3M | $70M | $4.38B |
| 2017-12-31 | $96.97 | 42.7M | $4.14B | $308.2M | $180M | $4.01B |
| 2016-12-31 | $73.56 | 43M | $3.16B | $259.1M | $250M | $3.15B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169.05 | 39.1M | $6.61B | $492.8M | $1.91B | $8.02B |
| 2025-12-31 | $217.31 | 40.5M | $8.8B | $474.5M | $1.41B | $9.73B |
| 2025-09-30 | $232.01 | 42.4M | $9.84B | $474.2M | $1.04B | $10.41B |
| 2025-06-30 | $313.93 | 42.5M | $13.34B | $503.5M | $1.03B | $13.87B |
| 2025-03-31 | $299.87 | 42.8M | $12.83B | $511.5M | $1B | $13.33B |
| 2024-12-31 | $336.76 | 42.9M | $14.45B | $502.7M | $904M | $14.85B |
| 2024-09-30 | $319.12 | 42.9M | $13.69B | $552.9M | $1.04B | $14.18B |
| 2024-06-30 | $297.71 | 42.8M | $12.74B | $391.2M | $1.07B | $13.42B |
| 2024-03-31 | $306.32 | 42.7M | $13.08B | $353.7M | $1.13B | $13.85B |
| 2023-12-31 | $286.24 | 42.7M | $12.22B | $337.9M | $1.16B | $13.04B |
| 2023-09-30 | $234.24 | 42.7M | $10B | $325M | $1.24B | $10.92B |
| 2023-06-30 | $196.07 | 42.6M | $8.35B | $343.3M | $1.35B | $9.36B |