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

Last close, 24 Sept 2026
$196
−1.95% on the day

The 3 Wall Street analysts covering Morningstar, Inc. hold a median 12-month price target of $230 — +17.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 23 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$7.5B
Ticker Nerd rank
79 / 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
−3.2%
1M
−9.7%
YTD
−8.9%
1Y
−16.3%
From 52W high
−16.3%
From 52W low
+38.9%
$141
$235
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 23 Sept 2026
79 / 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
98
Revisions
92
Quality
88
Value
78
Growth
52
Issuance
51
Accruals
48
Momentum
47
Size
18

Volatility (98): The share price has been relatively steady.

Momentum (47): 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.

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 +17.1% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
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—
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.

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 24 Sept 2026, Morningstar, Inc. returned −16.3% against +17.3% for the S&P 500, dividends included.

MORN vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Oct 25Jan 26Apr 26Jul 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
+3.5%
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
18.7×

Cheaper than 38% of US stocks

Price / sales
2.9×

Cheaper than 42% of US stocks

Price / book
7.2×

Cheaper than 13% of US stocks

EV / EBITDA
13.1×

Cheaper than 27% 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 22% 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 $7.5B and an enterprise value of $8.9B.

  • 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: 18.7×; forward P/E: 14.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.01%, 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 24 Sept 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.$7.5B
79
FDSFactSet Research Systems, Inc.$10.4B
84
TRUTransUnion$13.8B
60
CBOECboe Global Markets, Inc.$28.1B
91
MSCIMSCI, Inc.$40.8B
59
COINCoinbase Global, Inc.$53.4B
4
NDAQNasdaq, Inc.$54.5B
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 Completes Quarterly Reconstitution for Morningstar Market Indexes

Business Wire · 23 Sept 2026neutral

Morningstar, Inc. announced the completion of the third quarter reconstitution for its Morningstar Market Indexes. The quarterly process reflects changes across the U.S. equity market to help ensure the indexes remain robust, representative, and investable benchmarks for investors.

Why it matters — A Morningstar watcher would care because the regular reconstitution supports the integrity and continued relevance of the company's market indexes, a core part of its investment insights business.

Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends

Business Wire · 23 Sept 2026neutral

Morningstar published its 10th annual Health Savings Account (HSA) Landscape Report, analyzing industry trends and assessing 11 top HSA providers across two use cases: spending accounts for current medical costs and long-term investment accounts. The research examines a rapidly maturing HSA industry.

Why it matters — The report highlights Morningstar's ongoing thought-leadership and research capabilities in a growing financial sector, underscoring the company's role as a provider of independent investing insights.

Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share

Business Wire · 18 Sept 2026neutral

Morningstar, Inc.'s board of directors declared a quarterly dividend of 50 cents per share, matching the dividend paid in July. The dividend is payable Oct. 30, 2026, to shareholders of record as of Oct. 2, 2026.

Why it matters — This announcement confirms the continuation of Morningstar's regular quarterly dividend payout to shareholders.

Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise

Business Wire · 16 Sept 2026neutral

Morningstar published its fifth annual Asset Owner Perspectives Survey, reporting that asset owners are increasing their exposure to U.S. and private markets while navigating risks tied to artificial intelligence. Morningstar's Lindsey Stewart noted that asset owners are weighing innovation opportunities against higher valuations, concentration, environmental and social impacts, and governance concerns in an AI-shaped market.

Why it matters — The survey showcases Morningstar's institutional insights research and keeps the company visible in the asset-owner advisory space.

Morningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market Reality

Business Wire · 15 Sept 2026positive

Morningstar, Inc. launched Game On, a U.S. brand campaign addressing the blurring of public and private markets. The campaign highlights how private companies are taking longer to go public, private credit becoming mainstream, and semiliquid funds growing in importance for investors.

Why it matters — For MORN watchers, the campaign signals Morningstar positioning itself as a key provider of clarity and insights across both public and private markets, which are converging.

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. 79 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank MORN?

As at 23 Sept 2026, Morningstar, Inc. ranks 79 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 (98 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 +17.1% from the last close, and Ticker Nerd's factor model ranks Morningstar, Inc. 79 out of 100 as at 23 Sept 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 -16.3% over the 12 months to 24 Sept 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 (Business Wire, 23 Sept 2026): "Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes". Morningstar, Inc. announced the completion of the third quarter reconstitution for its Morningstar Market Indexes. The quarterly process reflects changes across the U.S. equity market to help ensure the indexes remain robust, representative, and investable benchmarks for investors.

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