MORN — Morningstar Inc. stock price and chart

MORN

$211.76+2.97%

as of close, Oct 20, 2026

☾ AH $211.76 +2.97%

Morningstar Inc.Stock · FinancialsNasdaq Composite · 0.01% of ONEQRussell 3000 · 0.005% of IWVRussell 1000 · 0.004% of IWBUS Stock Market · 0.004% of VTI

PeersFDSMSCITRUNDAQMCOCBOE

Share this page

Technical analysis2

Overlay lines0

Addendum charts0

VolumeDDDDDDDDDDDDDDDDDDDDDDDDDDDDDEDEDEDEDEDEDEDEDDEDD

20162019202120242026

100.0150.0200.0250.0300.0350.005.0M$211.76

2026-10-20

Price$211.76

MA20$188.77

MA50$198.86

Vol770.7K

What would $1,000 invested in MORN be worth today? →

MORN returns: By year · By month · By week · Trailing

Key stats#

Price data

Price: $211.76
YTD price return: -2.55%
YTD total return: -1.49%
Next earnings: Oct 28, 2026 · After close
Market cap: 7.9B2016-12 3.2B2026-10 7.9B+150.8% over the window
Enterprise value: 9.3B
Shares outstanding: 37.5M2016-06 43.1M2026-06 37.5M-12.9% over the window
52W low: $141.49
52W high: $223.79
From 52W high: -5.38%
From 52W low: +49.66%
52W range: 85%

Volume

Rel volume: 0.79×
30D volume: 277.4K
30D $ vol: 55.2M

Fundamentals

Sales (ttm): 2.6B2016-06 787.2M2026-06 2.6B+226.0% over the window
Sales/share: $68.422016-06 $18.282026-06 $68.42+274.2% over the window
EPS (ttm): $10.492016-06 $3.012026-06 $10.49+248.9% over the window
FCF (ttm): 497.5M2016-06 152.2M2026-06 497.5M+226.9% over the window
FCF/share: $13.262016-06 $3.532026-06 $13.26+275.2% over the window
Book value/share: $27.292016-06 $14.842026-06 $27.29+83.9% over the window
Net margin: 16.43%2016-06 16.7%2026-06 16.4%-1.5% over the window
ROE: 41.18%2016-06 20.5%2026-06 41.2%+100.4% over the window
ROA: 10.69%2016-06 12.5%2026-06 10.7%-14.4% over the window
Debt / equity: 1.67×2018-12 0.072026-06 1.67+2134.6% over the window
Current ratio: 1.062016-06 1.242026-06 1.06-15.2% over the window

Growth (CAGR, ttm) · 10Y

Sales: +9.34%2025-06-30 → 2026-06-302.3B → 2.6B (+9.3% total)+10.01%2023-06-30 → 2026-06-301.9B → 2.6B (+33.1% total)+10.67%2021-06-30 → 2026-06-301.5B → 2.6B (+66.0% total)+12.55%2016-06-30 → 2026-06-30787.2M → 2.6B (+226.0% total)
Net income: +4.33%2025-06-30 → 2026-06-30404.1M → 421.6M (+4.3% total)+164.38%2023-06-30 → 2026-06-3022.8M → 421.6M (+1749.1% total)+11.91%2021-06-30 → 2026-06-30240.2M → 421.6M (+75.5% total)+12.38%2016-06-30 → 2026-06-30131.3M → 421.6M (+221.1% total)
FCF: +27.65%2025-06-30 → 2026-06-30389.8M → 497.5M (+27.6% total)+58.93%2023-06-30 → 2026-06-30123.9M → 497.5M (+301.5% total)+9.68%2021-06-30 → 2026-06-30313.4M → 497.5M (+58.7% total)+12.58%2016-06-30 → 2026-06-30152.2M → 497.5M (+226.9% total)
Shares: -11.07%2025-06-30 → 2026-06-3042.2M → 37.5M (-11.1% total)-4.19%2023-06-30 → 2026-06-3042.7M → 37.5M (-12.1% total)-2.72%2021-06-30 → 2026-06-3043.1M → 37.5M (-12.9% total)-1.37%2016-06-30 → 2026-06-3043.1M → 37.5M (-12.9% total)

Per-share growth (CAGR, ttm) · 10Y

EPS: +11.61%2025-06-30 → 2026-06-30$9.40 → $10.49 (+11.6% total)+169.70%2023-06-30 → 2026-06-30$0.53 → $10.49 (+1863.0% total)+13.57%2021-06-30 → 2026-06-30$5.55 → $10.49 (+89.0% total)+13.31%2016-06-30 → 2026-06-30$3.01 → $10.49 (+248.9% total)
Sales/share: +22.94%2025-06-30 → 2026-06-30$55.65 → $68.42 (+22.9% total)+14.82%2023-06-30 → 2026-06-30$45.19 → $68.42 (+51.4% total)+13.77%2021-06-30 → 2026-06-30$35.89 → $68.42 (+90.6% total)+14.11%2016-06-30 → 2026-06-30$18.28 → $68.42 (+274.2% total)
FCF/share: +43.53%2025-06-30 → 2026-06-30$9.24 → $13.26 (+43.5% total)+65.87%2023-06-30 → 2026-06-30$2.90 → $13.26 (+356.6% total)+12.76%2021-06-30 → 2026-06-30$7.28 → $13.26 (+82.2% total)+14.14%2016-06-30 → 2026-06-30$3.53 → $13.26 (+275.2% total)
Book value/share: -28.72%2025-06-30 → 2026-06-30$38.28 → $27.29 (-28.7% total)-1.97%2023-06-30 → 2026-06-30$28.97 → $27.29 (-5.8% total)-2.73%2021-06-30 → 2026-06-30$31.34 → $27.29 (-12.9% total)+6.28%2016-06-30 → 2026-06-30$14.84 → $27.29 (+83.9% total)
Dividend/share: +10.41%2025-06-30 → 2026-06-30$1.73 → $1.91 (+10.4% total)+18.77%2023-06-30 → 2026-06-30$1.14 → $1.91 (+67.5% total)+14.75%2021-06-30 → 2026-06-30$0.96 → $1.91 (+99.0% total)+8.43%2016-06-30 → 2026-06-30$0.85 → $1.91 (+124.7% total)
Price: -2.95%2025-10-20 → 2026-10-20$218.20 → $211.76 (-3.0% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.-1.98%2023-10-20 → 2026-10-20$224.86 → $211.76 (-5.8% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.-5.74%2021-10-20 → 2026-10-20$284.60 → $211.76 (-25.6% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+10.67%2016-10-19 → 2026-10-20$76.84 → $211.76 (+175.6% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.
Total return: -1.89%2025-10-20 → 2026-10-20$215.84 → $211.76 (-1.9% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.-1.23%2023-10-20 → 2026-10-20$219.79 → $211.76 (-3.7% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.-5.07%2021-10-20 → 2026-10-20$274.67 → $211.76 (-22.9% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+11.54%2016-10-19 → 2026-10-20$71.03 → $211.76 (+198.1% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.

Fundamentals end at the last reported quarter; price and total return end at the latest close.

Valuation

P/E (ttm)Price ÷ TTM diluted EPS. Net income carries everything below the operating line, including one-off gains. Negative when the trailing year lost money.: 20.2×2016-12 24.752026-10 18.84-23.9% over the window
P/OI (ttm)Price ÷ TTM operating income. Excludes the below-the-line items that make P/E jump — mark-to-market gains, settlements, tax true-ups.: 13.2×2016-12 17.502026-10 13.15-24.8% over the window
Fwd P/E: 14.8×
P/S (ttm)Market cap ÷ TTM revenue.: 3.1×2016-12 4.022026-10 3.10-23.0% over the window
P/B (mrq)Market cap ÷ stockholders' equity at the most recent quarter end.: 7.8×2016-12 4.792026-10 7.76+62.1% over the window
P/FCF (ttm)Market cap ÷ TTM free cash flow (operating cash flow − capex).: 16.0×2016-12 24.142026-10 15.97-33.9% over the window
EV/EBITDA (fy): 11.6×
EV/Sales (ttm): 3.6×
FCF yield (ttm)TTM free cash flow ÷ market cap — the inverse of P/FCF.: 6.26%2016-09 4.1%2026-06 8.5%+105.2% over the window
Dividend yield (fwd)Indicated annual dividend ÷ last close: the last regular payment × payments a year, from our own dividend record. Shown only for a company that pays the same amount each time (raises and cuts allowed), whose payments are on schedule and agree with the dividends it reports paying; a company whose payments vary in size, such as an unequal interim and final, has no forward figure — see the ttm yield.: 0.94%
Dividend yield (ttm)Dividends paid over the last year ÷ last close: the last full cycle of regular payments in our own dividend record. Below the forward yield after a raise, above it after a cut. Shown only when the record holds that full cycle and it agrees with the dividends the company reports paying; otherwise —.: 0.94%
Dividend/share (fwd)The indicated annual dividend: the last regular payment × payments a year, for a company that pays the same amount each time.: $2.00
Buyback yield (realized, 1y)1 − shares_at(2026-06-30) ÷ shares_at(2025-06-30) = 1 − 37.5M ÷ 42.2M. Point-in-time share counts from the company's own SEC filings (the same count at both ends), published only when the cash flow statement shows repurchases inside that window. A falling price can't inflate it; negative means net dilution.: 11.07%
Shareholder yield (realized, 1y)Buyback leg + dividend leg: shares retired over the year (11.07%) + dividends paid over that year ($77M) ÷ market_cap_at(2025-06-30) ($13.2B). Both legs are measured against the start of the window, so a payout can't shrink its own denominator.: 11.65%
Buyback yield (cash, ttm)Buybacks net of issuance over the trailing twelve months ($965.4M) ÷ today's market cap ($7.9B). Dollars SPENT over what the company is worth NOW — a stock that fell after buying reads high.: 12.15%2016-09 3.3%2026-06 16.5%+394.3% over the window
Shareholder yield (cash, ttm)(TTM buybacks net of issuance $965.4M + TTM dividends $77M) ÷ today's market cap ($7.9B). Same caveat as the cash buyback yield.: 13.12%2016-09 4.5%2026-06 17.8%+295.6% over the window

Vs own 10Y history

P/E: 6th
P/OI: 6th
P/S: 7th
P/B: 65th
P/FCF: 6th

Bar = where today’s multiple sits in MORN’s own 10-year range:near a decade-low (cheap)→near a decade-high (rich).

Performance · price return · as of 2026-10-20#

+2.97%

+3.62%

+3.89%

+23.29%

YTD

-2.55%

-2.95%

-25.59%

Financial statements

Open full MORN financials →

Loading financial statements…

Ticker	Name	1M	1D
BRK-B	Berkshire Hathaway Inc.	+5.89%	+1.43%
JPM	JPMorgan Chase & Co.	-4.12%	+0.52%
V	Visa Inc.	+10.39%	+0.91%
MA	Mastercard Incorporated	+9.76%	+0.65%
BAC	Bank of America Corporation	-12.28%	+0.50%
HSBC	HSBC Holdings plc.	-8.93%	-0.24%
MS	Morgan Stanley	-10.95%	+1.08%
RY	Royal Bank Of Canada	-2.09%	+1.40%

MORN — Morningstar Inc. price, chart and key statistics