MORN

Morningstar, Inc.

Financial Services · Financial Services

$210.29 sample

-0.55 (-0.26%) 1D

Market cap

$343.2B

Price as of

2026-10-15

Latest filing

8-K · 2026-10-01

Alerts

8

Price$210.29 -8.29% 3M daily closessample

237.50210.29

2026-07-202026-08-112026-09-022026-09-232026-10-15

purchase / approvalsale / rejectionfiling / neutral

Latest events

Filings, trades, FDA; newest first

Oct 12INSInsider buy: EVP, Operations
Oct 01SECForm 144 filed
Sep 22SECDEF 14A filed
Sep 17INSInsider sell: General Counsel
Sep 10SECDEF 14A filed
Sep 02INSInsider sell: Director
Aug 26INSInsider sell: 10% owner
Aug 17INSInsider sell: EVP, Operations

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Company facts

SEC EDGAR registration

Name: Morningstar, Inc.
Sector: Financial Services
Industry: Financial Services
Smart-money score: -3sample, -100 to +100
Reporting currency: USD

Who is positioning in MORN

sample

Insiders: 27 insider transactions over 90 days, net selling, $525.8M
Congress: No member trades over 90 days
Institutions · 13F: 21 funds hold $7.0B
Activists · 13D/G: No 13D/13G activist filings on record

How are the fundamentals trending?

sample, by period end

Revenue$21.5B +17.8% y/y

Q4 2024Q3 2026

Inventory$13.1B +12.3% y/y

Q4 2024Q3 2026

Accounts receivable$9.9B +10.6% y/y

Q4 2024Q3 2026

Total debt$25.7B +12.4% y/y

Q4 2024Q3 2026

Peers

sample

Sample peer A: $111.8B +13.6% 3M
Sample peer B: $174.3B -13.0% 3M
Sample peer C: $99.8B -0.3% 3M
Sample peer D: $99.4B +4.1% 3M
Sample peer E: $57.2B -5.2% 3M