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

Last close, 14 Aug 2026
$207
+0.25% on the day

The 3 Wall Street analysts covering Morningstar, Inc. hold a median 12-month price target of $230 — +10.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 75 of 100 as at 13 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$7.4B
Ticker Nerd rank
75 / 100
Median analyst target
$230
Analysts covering
3
Total return, dividends reinvested
1W
+3.4%
1M
+21.7%
YTD
−3.8%
1Y
−19.1%
From 52W high
−21.0%
From 52W low
+46.7%
$141
$262
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 13 Aug 2026
75 / 100

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

Revisions
93
Volatility
91
Quality
88
Value
78
Growth
53
Issuance
51
Accruals
48
Momentum
33
Size
18

Revisions (93): Analysts have, on balance, been raising their forecasts.

Momentum (33): The shares have been drifting down relative to others.

Size (18): 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$260Oct 25Jan 26Apr 26Jul 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.

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

The green dot is the last close — the median target sits +10.9% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
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—
5 Nov 2013Keefe Bruyette & WoodsInitiatesMarket Perform—
5 Nov 2013Keefe, Bruyette & WoodsInitiatesMarket 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.

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
+3.5%
Analysts raising
1
Analysts cutting
1
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
18.6×

Cheaper than 41% of US stocks

Price / sales
2.9×

Cheaper than 44% of US stocks

Price / book
7.2×

Cheaper than 15% of US stocks

EV / EBITDA
12.9×

Cheaper than 30% of US stocks

Growth & margins
Revenue growth (YoY)
9.6%

Higher than 52% of US stocks

Earnings growth (YoY)
21.1%

Higher than 60% of US stocks

Gross margin
63.9%

Higher than 78% 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 92% of US stocks

Dividend yield
1.0%

Higher than 24% of US dividend payers

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

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.$7.4B
75
FDSFactSet Research Systems, Inc.$10.7B
82
TRUTransUnion$15.8B
54
CBOECboe Global Markets, Inc.$30.7B
92
COINCoinbase Global, Inc.$41.5B
3
MSCIMSCI, Inc.$42.3B
60
NDAQNasdaq, Inc.$55.7B
98

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

Morningstar: Undervalued With A Differentiated Business Model

Seeking Alpha · 3 Aug 2026positive

Morningstar reported strong Q2 2026 results, beating revenue and EPS estimates with 9.6% revenue growth and 29.2% non-GAAP EPS growth year over year. The article describes the firm as having a differentiated business model, a 15-year dividend growth streak, strong cash flow, and a conservative payout ratio, and prices it as undervalued with a fair value estimate of $246.40.

Why it matters — A Morningstar watcher would care because the item highlights earnings momentum and a solid dividend record while suggesting the stock trades well below its historical valuation range.

Morningstar, Inc. Reports Second-Quarter 2026 Financial Results

Business Wire · 29 July 2026positive

Morningstar, Inc. reported growth in revenue, operating and adjusted operating income, and margins for the second quarter of 2026, with the CEO highlighting increased operating and free cash flows as well as efforts to build agentic workflows and tools on the company's data.

Why it matters — The results show Morningstar continues to deliver profitable growth with improving cash flows, which is a key indicator of the company's financial health for shareholders.

Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes

Business Wire · 28 July 2026positive

Morningstar announced it has completed rebranding the CRSP Market Indexes as the Morningstar Market Indexes, calling it an important milestone in its strategy to expand its global indexes business.

Why it matters — The rebrand strengthens Morningstar's index-business profile and brand recognition in the global investment market.

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. 75 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank MORN?

As at 13 Aug 2026, Morningstar, Inc. ranks 75 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 Revisions (93 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 +10.9% from the last close, and Ticker Nerd's factor model ranks Morningstar, Inc. 75 out of 100 as at 13 Aug 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 -19.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Morningstar, Inc. do?

Morningstar, Inc. is a financial services company that provides independent investment research, data, and analysis to advisers, asset managers, institutions, and individual investors.

What is the latest news on MORN?

The most recent item we track (Seeking Alpha, 3 Aug 2026): "Morningstar: Undervalued With A Differentiated Business Model". Morningstar reported strong Q2 2026 results, beating revenue and EPS estimates with 9.6% revenue growth and 29.2% non-GAAP EPS growth year over year. The article describes the firm as having a differentiated business model, a 15-year dividend growth streak, strong cash flow, and a conservative payout ratio, and prices it as undervalued with a fair value estimate of $246.40.

Company

About Morningstar, Inc.

Morningstar, Inc. is a financial services company that provides independent investment research, data, and analysis to advisers, asset managers, institutions, and individual investors. Its core offerings center on investment data and research, covering mutual funds, exchange-traded funds, stocks, closed-end funds, separate accounts, variable annuities, and other investment products. Morningstar also delivers analyst research, market data, portfolio tools, and investment insights that support portfolio construction, fund evaluation, and ongoing investment monitoring. The company serves clients across the global financial market, with its services widely used in wealth management, asset management, retirement planning, and investment operations. Morningstar, Inc. is headquartered in Chicago, Illinois.

CEO Mr. Kunal Kapoor CFA · 11,154 employees · United States · https://www.morningstar.com