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Morningstar

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.

Morningstar Inc

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Shares of companies within the broader financial sector are trading higher amid overall market strength following April's jobs data and reports that China's Commerce Ministry is assessing possible trade talks with the US.

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) reported quarterly earnings of $2.23 per share which beat the analyst consensus estimate of $2.06 by 8.25 percent. This is a 28.9 percent increase over earnings of $1.73 per share from the same period last year. The company reported quarterly sales of $581.90 million which missed the analyst consensus estimate of $585.84 million by 0.67 percent. This is a 7.20 percent increase over sales of $542.80 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

News

Morningstar Q1 Adj. EPS $2.23 Beats $2.06 Estimate, Sales $581.90M Miss $585.84M Estimate

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Earnings Scheduled For April 30, 2025

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) is preparing to release its quarterly earnings on Wednesday, 2025-04-30. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Morningstar to report an earnings per share (EPS) of $2.06.
Investors in Morningstar are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Earnings Track Record</h3>
Last quarter the company beat EPS by $0.08, which was followed by a 2.75% drop in the share price the next day.
Here's a look at Morningstar's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>2.06</td>
<td>2</td>
<td></td>
<td></td>
</tr>
<tr>
<td>EPS Actual</td>
<td>2.14</td>
<td>2</td>
<td>2.01</td>
<td>1.73</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-3.0%</td>
<td>-3.0%</td>
<td>6.0%</td>
<td>-5.0%</td>
</tr>
</tbody>
</table>

<h3>Stock Performance</h3>
Shares of Morningstar were trading at $278.74 as of April 28. Over the last 52-week period, shares are down 2.34%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<h3>Insights Shared by Analysts on Morningstar</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Morningstar.
With 1 analyst ratings, Morningstar has a consensus rating of Outperform. The average one-year price target is $370.0, indicating a potential 32.74% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
The following analysis focuses on the analyst ratings and average 1-year price targets of MarketAxess Holdings, FactSet Research Systems and Donnelley Financial Solns, three prominent industry players, providing insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for MarketAxess Holdings, with an average 1-year price target of $237.0, suggesting a potential 14.97% downside.</li>
<li>Analysts currently favor an Neutral trajectory for FactSet Research Systems, with an average 1-year price target of $455.86, suggesting a potential 63.54% upside.</li>
<li>Analysts currently favor an Buy trajectory for Donnelley Financial Solns, with an average 1-year price target of $70.4, suggesting a potential 74.74% downside.</li>
</ul>
<h3>Overview of Peer Analysis</h3>
The peer analysis summary presents essential metrics for MarketAxess Holdings, FactSet Research Systems and Donnelley Financial Solns, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Morningstar</td>
<td>Outperform</td>
<td>9.71%</td>
<td>$358.80M</td>
<td>7.34%</td>
</tr>
<tr>
<td>MarketAxess Holdings</td>
<td>Neutral</td>
<td>2.61%</td>
<td>$138.57M</td>
<td>4.69%</td>
</tr>
<tr>
<td>FactSet Research Systems</td>
<td>Neutral</td>
<td>4.53%</td>
<td>$301.06M</td>
<td>7.16%</td>
</tr>
<tr>
<td>Donnelley Financial Solns</td>
<td>Buy</td>
<td>-11.44%</td>
<td>$93.70M</td>
<td>1.43%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Morningstar outperforms peers in revenue growth, ranking at the top with 9.71%. In terms of gross profit, Morningstar leads with $358.80M. Additionally, Morningstar has the highest return on equity at 7.34%.
<h3>Delving into Morningstar's Background</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
<h3>Morningstar: Financial Performance Dissected</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Morningstar's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 9.71%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Morningstar's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 19.78%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Morningstar's ROE excels beyond industry benchmarks, reaching 7.34%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 3.29%, the company showcases effective utilization of assets.
Debt Management: With a below-average debt-to-equity ratio of 0.56, Morningstar adopts a prudent financial strategy, indicating a balanced approach to debt management.
<a href="https://www.benzinga.com/quote/MORN/earnings">To track all earnings releases for Morningstar visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings Preview For Morningstar

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 20 years by 24.47% on an annualized basis producing an average annual return of 32.54%. Currently, Morningstar has a market capitalization of $12.00 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 20 years ago, it would be worth $27,993.02 today based on a price of $280.63 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745622912_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today

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Shares of stocks in the broader financial sector are trading lower amid overall market weakness amid President Trump's criticism of Fed Chair Powell.

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Shares of capital market companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has risen 24.88% since its last report. The company recently reported that it has 697 thousand shares sold short, which is 2.61% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.07 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743710434_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.44%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Morningstar?

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 10 years by 4.14% on an annualized basis producing an average annual return of 14.81%. Currently, Morningstar has a market capitalization of $12.72 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 10 years ago, it would be worth $394.01 today based on a price of $296.64 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742480114_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Morningstar 10 Years Ago Would Be Worth Today

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has risen 6.63% since its last report. The company recently reported that it has 560 thousand shares sold short, which is 2.09% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.29 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741882630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.50%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Looking Into Morningstar's Recent Short Interest

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 15 years by 26.44% on an annualized basis producing an average annual return of 37.38%. Currently, Morningstar has a market capitalization of $12.20 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 15 years ago, it would be worth $11,694.77 today based on a price of $284.43 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741793411_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Morningstar 15 Years Ago Would Be Worth Today

BMO Capital analyst Jeff Silber maintains Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) with a Outperform and lowers the price target from $387 to $370.

Price Target

Analyst Ratings

BMO Capital Maintains Outperform on Morningstar, Lowers Price Target to $370

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) reported quarterly earnings of $2.14 per share which beat the analyst consensus estimate of $2.06 by 3.88 percent. This is a 8.63 percent increase over earnings of $1.97 per share from the same period last year. The company reported quarterly sales of $591.00 million which beat the analyst consensus estimate of $580.81 million by 1.75 percent. This is a 9.71 percent increase over sales of $538.70 million the same period last year.

Morningstar Q4 2024 Adj EPS $2.14 Beats $2.06 Estimate, Sales $591.00M Beat $580.81M Estimate

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