Nama Insights

Morningstar (MORN)

Financial Services · Financial Data Stock Exchanges · NASDAQ

Morningstar (MORN) is a Financial Services company in the Financial Data Stock Exchanges industry. It has a market capitalization of $9.06B, a trailing price-to-earnings ratio of 19.6 and a free-cash-flow yield of 4.3%. Over the most recent reported fiscal year, revenue grew 7.5% and free cash flow per share grew 0.7%. Nama's AI scorecard rates it Strong Buy, 8.7 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Strong Buy · 8.7/10
The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.
Momentum
Lagging · -5.2% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-33.1%
How far the last close sits under the highest price of the past five years.
Market cap$9.06B
Trailing P/E19.6
Price / book8.8
Price / sales3.5
FCF yield4.3%
Dividend yield0.8%
Gross margin63.1%
Operating margin23.7%
Net margin17.0%
Revenue growth (YoY)+7.5%
Revenue growth (3-yr annual)+9.3%
EPS growth (YoY)—
FCF/share growth (YoY)+0.7%
Beta1.0
ExchangeNASDAQ
SectorFinancial Services
IndustryFinancial Data Stock Exchanges

MORN earnings

Next report: Feb 11, 2027 (Q4 2026, EPS estimate $3.36). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $3.48 $3.04 +14.5% $672.10M
Q2 2026 Jul 29, 2026 $3.10 $2.83 +9.5% $663.20M
Q1 2026 Apr 29, 2026 $3.18 $2.66 +19.6% $644.80M
Q4 2025 Feb 12, 2026 $2.71 $2.36 +14.8% $641.10M

MORN analyst price target

Median target $258.00 from 3 analysts, ranging $220.00 – $260.00.

Financial Data Stock Exchanges peers

TickerCompanyMarket capP/E
SPGI S&P Global $135.62B 25.0
CME CME Group $109.49B 25.2
ICE Intercontinental Exchange $96.27B 21.6
MCO Moody's $87.19B 30.1
NDAQ Nasdaq $59.88B 26.6
MSCI MSCI $46.60B 33.3
CBOE Cboe Global Markets $36.86B 25.3
COIN Coinbase Global $35.68B —
Explore live MORN data on Nama Insights →

Recent Congressional trades

Morningstar trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 Jun 5, 2026
April McClain Delaney House Sell $1,001 - $15,000 May 6, 2026
April McClain Delaney House Sell $1,001 - $15,000 May 6, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Mar 10, 2026
April McClain Delaney House Sell $1,001 - $15,000 Feb 2, 2026
Lisa McClain House Sell $1,001 - $15,000 Sep 12, 2025
April McClain Delaney House Buy $15,001 - $50,000 Sep 2, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025

MORN FAQ

Is MORN a buy?
Nama's AI scorecard currently rates Morningstar Strong Buy (8.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is MORN's P/E ratio?
Morningstar trades at a trailing price-to-earnings ratio of 19.6.
When does MORN report earnings?
Morningstar's next scheduled report is on Feb 11, 2027. Analysts expect EPS of $3.36.
What is the MORN price target?
The median analyst price target from 3 analysts is $258.00, with a range of $220.00 – $260.00.
Is MORN Shariah compliant?
Nama's AAOIFI-style screen reads Morningstar as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does MORN pay a dividend?
Yes — Morningstar's dividend yield is 0.8%.