Morningstar (MORN) - Stock Price & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6177001095
Morningstar, Inc. is a company that offers independent investment insights across various regions worldwide such as the United States, Canada, Asia, Australia, Europe, and the United Kingdom. They provide essential services like investment data, equity and manager research, credit and fund rating, ESG rating, and investment indexes through their proprietary software platforms, subscriptions, and data feeds.
Moreover, Morningstar, Inc. extends its services to include managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans. They cater to asset managers, redistributors, wealth managers, and financial advisors through offerings like Morningstar Data, Morningstar Direct, Morningstar Managed Portfolios, and Morningstar Advisor Workstation.
Additionally, Morningstar Enterprise Components, Morningstar Indexes, and workplace solutions for retirement accounts and custom models are also part of their comprehensive suite of services. Their PitchBook Platform provides research and analysis tools for investment professionals, while further offerings include Morningstar Research, DBRS Morningstar, and Morningstar Sustainalytics to meet a variety of investment needs.
Morningstar, Inc., founded in 1984 and headquartered in Chicago, Illinois, serves a wide range of clients, including individual and institutional investors, retirement plan providers, issuers of securities, and investment professionals. More information about their services can be found on their website: https://www.morningstar.com.
Drawdown (Underwater) Chart
MORN Stock Overview
Market Cap in USD | 12,498m |
Sector | Financial Services |
Industry | Financial Data & Stock Exchanges |
GiC SubIndustry | Financial Exchanges & Data |
TER | 0.00% |
IPO / Inception | 2005-05-03 |
MORN Stock Ratings
Growth 5y | 6.57 |
Fundamental | 47.5 |
Dividend | 6.56 |
Rel. Performance vs Sector | 2.20 |
Analysts | 5.00/5 |
Fair Price Momentum | 315.03 USD |
Fair Price DCF | 129.09 USD |
MORN Dividends
Yield 12m | 0.52% |
Yield on Cost 5y | 1.22% |
Dividends CAGR 5y | 6.02% |
Payout Consistency | 95.6% |
MORN Growth Ratios
Growth 12m | 60.74% |
Growth Correlation 12m | 80% |
Growth Correlation 3m | 15% |
CAGR 5y | 18.42% |
Sharpe Ratio 12m | 2.13 |
Alpha vs SP500 12m | 34.56 |
Beta vs SP500 5y weekly | 0.96 |
ValueRay RSI | 41.12 |
Volatility GJR Garch 1y | 32.81% |
Price / SMA 50 | -0.87% |
Price / SMA 200 | 12.38% |
Current Volume | 87.8k |
Average Volume 20d | 107.4k |
External Links for MORN Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X (Twitter) • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of May 07, 2024, the stock is trading at USD 298.98 with a total of 87,784 shares traded.
Over the past week, the price has changed by +5.34%, over one month by -3.49%, over three months by +9.14% and over the past year by +61.59%.
According to ValueRays Forecast Model, MORN Morningstar will be worth about 349.7 in May 2025. The stock is currently trading at 298.98. This means that the stock has a potential upside of +16.97%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 345 | 15.4 |
Analysts Target Price | 230 | -23.1 |
ValueRay Target Price | 349.7 | 17.0 |