Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$7.4B
38M shares
52-week range
$141.49 – $266.05
53% from low
Sector
INVESTMENT ADVICE
Exchange
NASDAQ
CS
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
www.morningstar.comNo one on the platform currently holds MORN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 448,870 | $75.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-02 | $0.5000 | 2026-10-30 |
| 2026-07-10 | $0.5000 | 2026-07-31 |
| 2026-04-02 | $0.5000 | 2026-04-30 |
| 2026-01-02 | $0.5000 | 2026-01-30 |
| 2025-10-03 | $0.4550 | 2025-10-31 |
| 2025-07-11 | $0.4550 | 2025-07-31 |
| 2025-04-04 | $0.4550 | 2025-04-30 |
| 2025-01-03 | $0.4550 | 2025-01-31 |
| 2024-10-04 | $0.4050 | 2024-10-31 |
| 2024-07-12 | $0.4050 | 2024-07-31 |
No one on the platform has traded MORN yet.
| 2024-04-04 | $0.4050 | 2024-04-30 |
| 2024-01-04 | $0.4050 | 2024-01-31 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Morningstar: Undervalued With A Differentiated Business Model $MORN @SeekingAlpha https://seekingalpha.com/article/4929452-morningstar-q2-undervalued-with-a-differentiated-business-model
View on StockTwits ↗Wall St is expecting 2.97 EPS for $MORN Q3 [Reporting 10/28 AMC] http://www.estimize.com/intro/morn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$META $MSFT $GKOS $MORN $ALGN on my earnings high IV scan / reports ah!
View on StockTwits ↗Wall St is expecting 2.83 EPS for $MORN Q2 [Reporting 07/29 AMC] http://www.estimize.com/intro/morn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗What do you think of the recent re-rating for $MORN? I see a strong ROE of 30.7% and a -46% dip from 52W highs that could mean something. Think it’s worth watching, or am I missing a crowded trade? Check out this forecast and price targets for a multi-horizon plan: https://app.k3vl4r.com/r/morn-ai-stock-forecast-887d80cec6a2bafa4b63f61b574ed167?utm_source=x&utm_medium=social&utm_campaign=report_drop&utm_content=MORN #stocks #trading
View on StockTwits ↗Tough day out there. Not a great win rate from our platforms top picks but, its green. $TMDX $MORN $NCNO 1 day · win rate 41.9% — full public track record (wins & misses): https://app.k3vl4r.com/track-record?utm_source=member_share&utm_medium=weekly_card&utm_campaign=weekly_picks The Day's Corners; Where the opportunities were: https://app.k3vl4r.com/blog/the-day-s-corners-where-the-opportunities-were-222
View on StockTwits ↗I just saw MORN holding up in the multi-timeframe tape. Morningstar’s fundamentals are crisp, and the float is lean, makes it a solid mid-cap watch. Check out the full target and shortlist here: https://app.k3vl4r.com/tp/morn-top-pick-low-float-mid-cap-undervalued-19a30dfdcef45afdd2f9dceededb82ee?utm_source=x&utm_medium=social&utm_campaign=top_pick&utm_content=MORN $MORN #stocks #trading
View on StockTwits ↗Wall St is expecting 2.82 EPS for $MORN Q2 [Reporting 07/29 AMC] http://www.estimize.com/intro/morn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$MORN $NRDS $SALM.OL $MNTN - 4 names my re-rating model flags as "strong," yet I'm genuinely unsure. Curious what the community thinks. $MORN: data/AI infrastructure for asset & wealth management; model MoS +83%. High score - too good to be true? $NRDS (NerdWallet): independent financial comparison platform; model MoS +100%. Advice-market fragmentation as driver. $SALM.OL (SalMar): salmon aquaculture, structural protein demand - but MoS slightly NEGATIVE (-4%), so fairly valued, not cheap. $MNTN: Connected-TV becoming a must-have performance-marketing layer; MoS +46%. But Google/TTD competitive risk is real. No positions yet - so I'm asking: which deserve a deeper look, which to ignore? Not financial advice. No solicitation or offer. Algorithmically generated watchlist; verify independently. You bear all risk of loss.
View on StockTwits ↗Daily Top Picks, Jun 26 We pulled the trigger on 23 AI-picked #stocks that are green today, winrate 74%, with an average gain of +2.21%. The standout is $MORN, surging +9.03%. Let me walk you through the live track record and the full list below. https://app.k3vl4r.com/picks?utm_source=social&utm_medium=social&utm_campaign=daily_top_picks_recap
View on StockTwits ↗🎯 Daily Top Picks, Jun 26 23 AI-picked stocks, 74% green, +1.56% avg today. Top mover: $MORN +8.34%. Live track record + today's full list 👇 https://app.k3vl4r.com/picks?utm_source=social&utm_medium=social&utm_campaign=daily_top_picks_recap #stocks #investing #AI
View on StockTwits ↗our #ai engines picks this morning just turned up! $MORN $ADBE $PEGA https://app.k3vl4r.com/picks
View on StockTwits ↗Wall St is expecting 2.82 EPS for $MORN Q2 [Reporting 07/29 AMC] http://www.estimize.com/intro/morn?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.6B | +8.6% | $12.20 | $12.03–$12.37 | 17.0× | 2 |
| 2027 | $2.8B | +5.7% | $13.80 | $13.27–$14.85 | 15.0× | 3 |
| 2028 | $3.0B | +5.8% | $16.21 | $14.86–$17.55 | 12.8× | 2 |
| 2029 | $3.0B | +3.1% | $16.21 | $16.06–$16.34 | 12.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-29 | $2.83 | $3.10 | +9.5% |
| 2026-04-29 | $2.41 | $3.18 | +32.0% |
| 2026-02-12 | $2.36 | $2.71 | +14.8% |
| 2025-10-29 | $2.34 | $2.55 | +9.0% |
| 2025-07-30 | $2.21 | $2.40 | +8.6% |
| 2025-04-30 | $2.06 | $2.23 | +8.3% |
| 2025-02-26 | $2.06 | $2.14 | +3.9% |
| 2024-10-23 | $2.01 |
| $2.00 |
| -0.5% |
| +0.80% |
| $12.8B |
| — |
| SSBSouthState Bank Corp. | $110.91 | +0.50% | $10.8B | — |
| UMBFUMB Financial Corporation | $150.88 | +0.96% | $11.5B | — |
Source: Financial Modeling Prep · peers by sector/industry