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MORN Stock Forecast: Morningstar, Inc. Price Predictions for 2026-2027

Last close, 14 Oct 2026
$204
−0.20% on the day

The 3 Wall Street analysts covering Morningstar, Inc. hold a median 12-month price target of $230 — +12.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 14 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$7.7B
Ticker Nerd rank
80 / 100
Median analyst target
$230
Analysts covering
3
Revenue$663.2M+9.6% y/y
Operating income$160.6M
Net income$107.8M
Free cash flow$122.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+1.6%
1M
+1.4%
YTD
−5.1%
1Y
−8.4%
From 52W high
−8.4%
From 52W low
+44.6%
$141
$223
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

MORN stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Morningstar, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 14 Oct 2026
80 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Volatility
97
Revisions
89
Quality
88
Value
78
Momentum
54
Growth
52
Issuance
51
Accruals
49
Size
17

Volatility (97): The share price has been relatively steady.

Accruals (49): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

MORN stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on MORN, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$140$160$180$200$220$240$260Jan 26Apr 26Jul 26Oct 26MORNHigh $260Median $230Low $220

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says3 analysts
2 Buy1 Hold0 Sell
Low $220Median $230High $260

The green dot is the last close — the median target sits +12.8% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
13 Oct 2026BMO CapitalMaintainsOutperform$230 → $237
7 July 2026UBSMaintainsBuy—
7 July 2026UBSMaintainsBuy$280 → $260
17 Feb 2026BMO CapitalMaintainsOutperform—
30 Oct 2025UBSMaintainsBuy—
1 Aug 2025BMO CapitalMaintainsOutperform—
21 July 2025BMO CapitalMaintainsOutperform—
12 May 2025BMO CapitalMaintainsOutperform—
3 Mar 2025BMO CapitalMaintainsOutperform—
9 Oct 2024Redburn AtlanticDowngradeNeutral—
8 Oct 2024UBSInitiatesBuy—
28 Aug 2024BMO CapitalMaintainsOutperform—
12 Aug 2024BMO CapitalInitiatesOutperform—
30 Oct 2023Redburn AtlanticUpgradeBuy—
11 Jan 2023Redburn PartnersDowngradeNeutral—
20 Sept 2022Redburn PartnersUpgradeBuy—
23 Apr 2015Keefe Bruyette & WoodsMaintainsMarket Perform—
23 Apr 2015Keefe, Bruyette & WoodsMaintainsMarket Perform—
12 Feb 2015Keefe Bruyette & WoodsMaintainsMarket Perform—
12 Feb 2015Keefe, Bruyette & WoodsMaintainsMarket Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MORN appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

MORN vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Oct 2026, Morningstar, Inc. returned −8.4% against +17.5% for the S&P 500, dividends included.

MORN vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Jan 26Apr 26Jul 26Oct 26MORNS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

MORN analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+3.7%
Analysts raising
3
Analysts cutting
0
Fundamentals

Morningstar, Inc. (MORN) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
19.4×

Cheaper than 38% of US stocks

Price / sales
3.0×

Cheaper than 40% of US stocks

Price / book
7.5×

Cheaper than 12% of US stocks

EV / EBITDA
13.3×

Cheaper than 26% of US stocks

Growth & margins
Revenue growth (YoY)
9.6%

Higher than 51% of US stocks

Earnings growth (YoY)
21.1%

Higher than 59% of US stocks

Gross margin
63.9%

Higher than 77% of US stocks

Operating margin
24.2%

Higher than 83% of US stocks

Net margin
16.4%

Higher than 79% of US stocks

Returns & dividend
Return on equity
32.0%

Higher than 89% of US stocks

Return on assets
9.6%

Higher than 91% of US stocks

Dividend yield
1.0%

Higher than 70% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Morningstar, Inc. (MORN) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Morningstar, Inc. has a market value of $7.7B and an enterprise value of $9.0B.

  • Revenue in the twelve months to 30 June 2026: $2.6B. The latest quarter grew 9.6% year on year.

  • Net income over the same four quarters: $421.6M, a 16.4% net margin.

  • Diluted earnings per share, trailing twelve months: $10.56.

  • Free cash flow in the twelve months to 30 June 2026: $497.5M, after $149.4M of capital spending.

  • Morningstar, Inc. spent $965.4M on share buybacks and $77.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 37.5M.

  • Trailing P/E: 19.4×; forward P/E: 14.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.98%, paying out 19% of earnings.

  • Morningstar, Inc. employs 10,973 people — $234K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 14 Oct 2026

Data provided by Twelve Data

Peers

MORN vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelFinancial Data & Stock Exchanges
CompanyMarket capTKN rank
MORNMorningstar, Inc.$7.7B
80
FDSFactSet Research Systems, Inc.$10.7B
79
TRUTransUnion$13.0B
55
CBOECboe Global Markets, Inc.$31.4B
91
MSCIMSCI, Inc.$41.2B
60
COINCoinbase Global, Inc.$46.6B
5
NDAQNasdaq, Inc.$52.5B
93

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Morningstar, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest MORN news & analysis

CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?

The Motley Fool · 13 Oct 2026neutral

The Motley Fool compared CME Group and Morningstar, citing CME’s 2025 net margin and year-end debt relative to equity. It also noted Morningstar’s 2016 acquisition of PitchBook and its completion of the roughly $363 million CRSP purchase on Feb. 2, 2026.

Why it matters — The item highlights Morningstar’s acquisitions, including its recent purchase of index provider CRSP, in a comparison with CME Group.

Active ETF Inflows Hit Record $576 Billion Through September

ETF Trends · 8 Oct 2026neutral

Active ETFs attracted $60.1 billion in September, bringing inflows through September 2026 to a record $576.2 billion, even as stocks and bonds fell during the month.

Why it matters — The record active ETF inflows provide industry context relevant to a MORN watcher following investment trends.

Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

Business Wire · 6 Oct 2026positive

Morningstar said its Wealth division will make its Public/Private Select Series available through Envestnet, providing advisors access to professionally constructed portfolios spanning public and private markets. The series was developed in collaboration with Apollo, Franklin Templeton and J.P. Morgan Asset Management.

Why it matters — The expanded availability adds an Envestnet distribution channel for a Morningstar Wealth offering that combines public and private market investments.

Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study

Business Wire · 5 Oct 2026neutral

Morningstar, Inc. released its annual Morningstar Investor Perspectives Advisor study, the third installment in its 2026 series. The study examines how advisors are responding to AI adoption, rising client expectations, and market uncertainty, finding a growing paradox: advisors are adopting AI quickly but are not yet recovering their time.

Why it matters — The study signals Morningstar's continued expansion of its investor and advisor research franchise, reinforcing its role as a leading provider of independent investing insights.

Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation

Business Wire · 30 Sept 2026positive

Morningstar announced plans to relocate its global headquarters to Chicago's Thompson Center and commit an additional $5 million over five years to Chicago nonprofits, reinforcing its four-decade commitment to the city and supporting economic vitality and workforce development.

Why it matters — MORN watchers would care because the headquarters relocation and charitable commitment signal the company's sustained investment in its home market and long-term growth outlook.

FAQ

Frequently asked questions about MORN stock

What is the MORN stock price forecast for 2026-2027?

The 3 Wall Street analysts covering Morningstar, Inc. have a median 12-month price target of $230, with estimates ranging from $220 to $260. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is MORN stock a buy right now?

Of the 3 analysts covering Morningstar, Inc., 2 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Morningstar, Inc. 80 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank MORN?

As at 14 Oct 2026, Morningstar, Inc. ranks 80 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (97 of 100).

Will MORN stock go up?

No one can know that. What the data says: the median 12-month target from 3 analysts implies +12.8% from the last close, and Ticker Nerd's factor model ranks Morningstar, Inc. 80 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the MORN stock forecast for 2030?

No analyst covering Morningstar, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MORN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $220 to $260 over the next 12 months.

How has MORN stock performed over the past year?

Morningstar, Inc. returned -8.4% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Morningstar, Inc. do?

Morningstar Inc. is a financial services and investment research company that provides independent insights, data, and analytics to investors, financial advisers, asset managers, retirement plan providers, and institutional clients.

What is the latest news on MORN?

The most recent item we track (The Motley Fool, 13 Oct 2026): "CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?". The Motley Fool compared CME Group and Morningstar, citing CME’s 2025 net margin and year-end debt relative to equity. It also noted Morningstar’s 2016 acquisition of PitchBook and its completion of the roughly $363 million CRSP purchase on Feb. 2, 2026.

Company

About Morningstar, Inc.

Morningstar Inc. is a financial services and investment research company that provides independent insights, data, and analytics to investors, financial advisers, asset managers, retirement plan providers, and institutional clients. Morningstar Inc. offers products and services across investment research, portfolio and advisor software, private markets intelligence, credit ratings, sustainability data, retirement solutions, and index licensing. Its platform supports analysis of managed funds, listed companies, fixed-income securities, and private capital markets, helping market participants access and organize investment information. The company serves a broad client base through subscription-based data tools, workflow software, research reports, and specialized solutions for wealth management, credit markets, and retirement investing. Morningstar Inc. plays a central role in the global financial market by connecting users to independent information and tools designed for research, analysis, and decision support.

CEO Mr. Kunal Kapoor C.F.A., CFA · 10,973 employees · United States · https://www.morningstar.com