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- $5.8BMarket Cap
- -48.90%1-Year Change
- Financial Data & Stock ExchangesIndustry
Morningstar (MORN)
Key Performance
More- Earnings Score: 89
- Momentum Score: 8
- True Yield: 96
- Financial Health Score: 15
Latest Research & News
SpaceX IPO: Is This Space and AI Stock Really Only Worth $780 Billion?
Morningstar analysts are skeptical of SpaceX's $1.77 trillion IPO valuation, suggesting the company is worth only $780 billion. The analysts are particularly concerned about SpaceX's AI division (Grok), which accounts for $26.5 trillion of the company's $28.5 trillion total addressable market but remains unprofitable. Morningstar recommends waiting for a post-IPO correction before investing, though the author acknowledges SpaceX's strong rocket and connectivity businesses.
06/05/2026, 11:05 AM • The Motley Fool
TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region
TIFIN.AI announced the launch of TIFIN Australia, a joint venture with experienced executives Marcus Price (Executive Chairman, former CEO of Iress and Pexa) and Justin Schmitt (CEO, former COO of Iress). The expansion aims to bring AI-native solutions for financial advisors and wealth managers to the Australian market, continuing TIFIN.AI's global growth strategy following expansions into Japan and India.
05/26/2026, 6:00 PM • GlobeNewswire
Maximizing Your 401(k), and Is Retirement Bad for Your Brain?
Retirement expert Robert Brokamp provides 11 tips for maximizing employer-sponsored 401(k) plans, including securing full employer matches, choosing between traditional and Roth accounts, and exploring mega backdoor Roth strategies. The article also discusses a study showing that retiring before age 65 may accelerate cognitive decline, and highlights that small-cap and international stocks are outperforming the S&P 500 in 2026.
05/16/2026, 5:03 PM • The Motley Fool
Why Atlassian Stock Rallied Today
Atlassian stock rallied 5.17% as tech investors reassess the software sector, believing it has become undervalued after a 54% decline over six months. Despite no company-specific news, investors are gaining confidence that software companies like Atlassian have successfully integrated AI into their products, addressing earlier concerns about AI disruption. Morningstar estimates fair value at $220 versus the current $70 price, while analyst price targets average $151.
04/20/2026, 11:32 AM • The Motley Fool
This Vanguard ETF Could Be the Best for Growth Stock Investors
The Vanguard Growth ETF (VUG) is highlighted as an effective option for growth stock investors seeking exposure to high-growth companies. The fund tracks the CRSP US Large Cap Growth index with over 150 stocks and is heavily weighted toward technology (over 50%), with top holdings including Nvidia at 12% of assets. The fund uses a market-cap weighted approach and has become popular among investors pursuing portfolio growth.
03/23/2026, 12:03 PM • The Motley Fool
Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock
Berkeley initiated a new $3.8 million stake in Morningstar by purchasing 17,382 shares in Q4 2025, representing 1.2% of its assets under management. The investment comes after Morningstar's stock declined over 40% from its 52-week high, now trading at its lowest valuation since 2019 at 23x earnings. The analyst views this as a buy-the-dip opportunity but expresses caution about AI-related disruption risks to data and research-driven companies.
01/30/2026, 11:13 AM • The Motley Fool
The global business information market is projected to grow from USD 191.63 billion in 2025 to USD 306.59 billion by 2033, with a CAGR of 6.08%. Growth is driven by enterprises' increasing adoption of AI-driven analytics, real-time intelligence, and cloud platforms for data-driven decision-making, regulatory compliance, and risk management. The U.S. market is expected to expand from USD 61.28 billion to USD 96.59 billion, while Asia Pacific is anticipated to grow at the fastest rate of 8.13% CAGR.
01/26/2026, 1:30 AM • GlobeNewswire
Morningstar (MORN) Q2 EPS Jumps 19%
Morningstar reported strong Q2 2025 earnings, with adjusted EPS of $2.40 beating estimates. The company saw revenue growth across several segments, including Direct Platform and PitchBook, while facing challenges in ESG and retirement services.
07/31/2025, 5:06 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 06/22/2026
Company Profile
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Key Executives
- Kunal Kapoor
- Michael Holt
- Thomas Mark Idzorek
- David W. Williams
- Joseph D. Mansueto
Current Ownership Distribution
- Institutions451.9M (75.70%)
- Mutual Funds135.3M (22.67%)
- Insiders9.7M (1.63%)
- Other0 (0.00%)