MORNFinancial Services · Financial Data & Stock ExchangesThe 3 Wall Street analysts covering Morningstar, Inc. hold a median 12-month price target of $230 — +6.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 76 of 100 as at 2 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
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): The share price has been relatively steady.
Momentum (35): 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.
The bullish and bearish analyst opinions on MORN, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +6.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 July 2026 | UBS | Maintains | Buy | $280 → $260 |
| 17 Feb 2026 | BMO Capital | Maintains | Outperform | — |
| 30 Oct 2025 | UBS | Maintains | Buy | — |
| 1 Aug 2025 | BMO Capital | Maintains | Outperform | — |
| 21 July 2025 | BMO Capital | Maintains | Outperform | — |
| 12 May 2025 | BMO Capital | Maintains | Outperform | — |
| 3 Mar 2025 | BMO Capital | Maintains | Outperform | — |
| 9 Oct 2024 | Redburn Atlantic | Downgrade | Neutral | — |
| 8 Oct 2024 | UBS | Initiates | Buy | — |
| 28 Aug 2024 | BMO Capital | Maintains | Outperform | — |
| 12 Aug 2024 | BMO Capital | Initiates | Outperform | — |
| 30 Oct 2023 | Redburn Atlantic | Upgrade | Buy | — |
| 11 Jan 2023 | Redburn Partners | Downgrade | Neutral | — |
| 20 Sept 2022 | Redburn Partners | Upgrade | Buy | — |
| 23 Apr 2015 | Keefe Bruyette & Woods | Maintains | Market Perform | — |
| 23 Apr 2015 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 12 Feb 2015 | Keefe Bruyette & Woods | Maintains | Market Perform | — |
| 12 Feb 2015 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 5 Nov 2013 | Keefe Bruyette & Woods | Initiates | Market Perform | — |
| 5 Nov 2013 | Keefe, Bruyette & Woods | Initiates | Market 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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Morningstar, Inc. returned −14.8% against +21.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 38% of US stocks
Cheaper than 41% of US stocks
Cheaper than 13% of US stocks
Cheaper than 26% of US stocks
Higher than 51% of US stocks
Higher than 60% of US stocks
Higher than 78% of US stocks
Higher than 83% of US stocks
Higher than 79% of US stocks
Higher than 89% of US stocks
Higher than 91% of US stocks
Higher than 21% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $7.9B and an enterprise value of $9.3B.
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.
Trailing P/E: 20.0×; forward P/E: 15.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.95%, paying out 19% of earnings.
Morningstar, Inc. employs 10,973 people — $234K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Baron Focused Growth Fund reported a Q2 2026 rebound, gaining 13.26% versus the Russell 2500 Growth Index's 24.02% gain, while maintaining its long-term approach and holding 28 investments as of June 30, 2026.
Why it matters — The update offers insight into the fund's portfolio positioning and performance, which may reflect on holdings and market conditions relevant to Morningstar watchers.
Baron Generational Growth Fund reported its Q2 2026 portfolio activity as of June 30, 2026, noting 15 investments with top 10 holdings held at least three years. The fund highlighted strength in Red Rock Resorts and Choice Hotels International during the quarter.
Why it matters — The fund's portfolio activity may indicate broader investor sentiment toward companies overlapping with Morningstar's coverage universe.
Morningstar announced that its AI Academy received three Brandon Hall Group HCM Excellence Awards: a Gold Award for Best Custom Content and Silver Awards for Best Learning Strategy and Best Use of AI for Learning. The awards recognize organizations that successfully develop and deploy learning programs, strategies, technologies, and solutions.
Why it matters — A MORN watcher would care because this external recognition highlights Morningstar's investment in AI-driven workforce training and internal innovation capabilities, which may support its competitiveness in developing AI-based products and services.
Seeking Alpha reports that Morningstar remains attractively valued, trading at a 33% discount to a $289 fair value estimate with a "Buy" rating reaffirmed. The company's Q2 2026 results showed 9.6% revenue growth, 29.2% EPS growth, and 280-basis-point margin expansion, driven by strong segment performance and acquisitions.
Why it matters — The report highlights Morningstar's financial momentum and valuation discount, which could signal continued upside for investors tracking the stock.
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.
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.
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. 76 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Morningstar, Inc. ranks 76 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).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +6.6% from the last close, and Ticker Nerd's factor model ranks Morningstar, Inc. 76 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
Morningstar, Inc. returned -14.8% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Seeking Alpha, 3 Sept 2026): "Baron Focused Growth Fund Q2 2026 Portfolio Update". Baron Focused Growth Fund reported a Q2 2026 rebound, gaining 13.26% versus the Russell 2500 Growth Index's 24.02% gain, while maintaining its long-term approach and holding 28 investments as of June 30, 2026.
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
