Morningstar Company Leadership
MORN Stock | USD 352.76 6.55 1.89% |
Morningstar's insiders are aggressively selling. The analysis of the overall insider sentiment regarding Morningstar suggests that virtually all insiders are panicking. Morningstar employs about 11.1 K people. The company is managed by 18 executives with a total tenure of roughly 39 years, averaging almost 2.0 years of service per executive, having 619.39 employees per reported executive.
Joseph Mansueto Chairman Executive Chairman of the Board |
Morningstar's Insider Buying Vs Selling
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Selling | Buying |
Latest Trades
2024-11-18 | Joseph D Mansueto | Disposed 275 @ 336.67 | View | ||
2024-11-15 | Joseph D Mansueto | Disposed 118 @ 342.13 | View | ||
2024-11-13 | Joseph D Mansueto | Disposed 3825 @ 351.05 | View | ||
2024-11-11 | Joseph D Mansueto | Disposed 7222 @ 349.67 | View | ||
2024-11-08 | Joseph D Mansueto | Disposed 9062 @ 348.45 | View | ||
2024-11-04 | Joseph D Mansueto | Disposed 9062 @ 329.45 | View | ||
2024-11-01 | Joseph D Mansueto | Disposed 9062 @ 328.22 | View | ||
2024-10-30 | William M Lyons | Disposed 750 @ 331.88 | View | ||
2024-09-30 | William M Lyons | Disposed 750 @ 316.48 | View | ||
2024-09-09 | Joseph D Mansueto | Disposed 8056 @ 305.95 | View | ||
2024-09-05 | Joseph D Mansueto | Disposed 54 @ 312.55 | View | ||
2024-09-03 | Joseph D Mansueto | Disposed 721 @ 312.94 | View | ||
2024-08-30 | William M Lyons | Disposed 750 @ 311.6 | View | ||
2024-08-29 | Joseph D Mansueto | Disposed 6110 @ 312.18 | View | ||
2024-08-27 | Joseph D Mansueto | Disposed 5724 @ 311.27 | View | ||
2024-08-21 | Joseph D Mansueto | Disposed 6209 @ 312.12 | View | ||
2024-08-19 | Joseph D Mansueto | Disposed 3838 @ 315.9 | View | ||
2024-08-14 | Joseph D Mansueto | Disposed 5257 @ 310.37 | View | ||
2024-08-12 | Joseph D Mansueto | Disposed 5149 @ 305.3 | View | ||
2024-08-08 | Joseph D Mansueto | Disposed 5117 @ 304.7 | View |
Monitoring Morningstar's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Morningstar |
Morningstar's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Morningstar's future performance. Based on our forecasts, it is anticipated that Morningstar will maintain a workforce of about 11150 employees by December 2024.Morningstar Management Team Effectiveness
The company has return on total asset (ROA) of 0.0743 % which means that it generated a profit of $0.0743 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2324 %, meaning that it created $0.2324 on every $100 dollars invested by stockholders. Morningstar's management efficiency ratios could be used to measure how well Morningstar manages its routine affairs as well as how well it operates its assets and liabilities. As of the 26th of November 2024, Return On Assets is likely to grow to 0.05, while Return On Tangible Assets are likely to drop 0.1. At this time, Morningstar's Fixed Asset Turnover is very stable compared to the past year. As of the 26th of November 2024, Return On Assets is likely to grow to 0.05, while Other Current Assets are likely to drop about 28.7 M.As of the 26th of November 2024, Net Income Applicable To Common Shares is likely to grow to about 131.7 M, while Common Stock Shares Outstanding is likely to drop about 49 M.
Morningstar Workforce Comparison
Morningstar is regarded fifth in number of employees category among its peers. The total workforce of Financials industry is now estimated at about 111,476. Morningstar holds roughly 11,149 in number of employees claiming about 10% of equities under Financials industry.
Morningstar Profit Margins
The company has Profit Margin (PM) of 0.15 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.2 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.2.Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Gross Profit Margin | 0.7 | 0.4955 |
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Morningstar Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morningstar insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morningstar's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Morningstar insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
---|---|---|---|---|---|
2024-12-01 | 0.1538 | 10 | 65 | 13,108 | 96,977 |
2024-06-01 | 0.2178 | 22 | 101 | 31,371 | 144,239 |
2023-12-01 | 0.1429 | 10 | 70 | 17,705 | 233,910 |
2023-06-01 | 0.3188 | 22 | 69 | 48,222 | 162,448 |
2023-03-01 | 0.0096 | 1 | 104 | 249.00 | 202,859 |
2022-12-01 | 0.0897 | 13 | 145 | 23,520 | 279,123 |
2022-06-01 | 0.1709 | 27 | 158 | 42,339 | 240,582 |
2021-12-01 | 0.0476 | 12 | 252 | 18,051 | 463,439 |
2021-06-01 | 0.2176 | 37 | 170 | 54,046 | 385,450 |
2021-03-01 | 0.0061 | 1 | 163 | 4.91 | 388,526 |
2020-12-01 | 0.1212 | 20 | 165 | 28,115 | 598,804 |
2020-09-01 | 0.0078 | 1 | 128 | 7,000 | 370,622 |
2020-06-01 | 0.1706 | 29 | 170 | 77,580 | 490,154 |
2019-12-01 | 0.0847 | 10 | 118 | 13,386 | 439,671 |
2019-06-01 | 0.1957 | 27 | 138 | 40,328 | 423,912 |
2018-12-01 | 0.0776 | 9 | 116 | 12,347 | 437,112 |
2018-09-01 | 0.0104 | 1 | 96 | 1,000.00 | 369,388 |
2018-06-01 | 0.2941 | 25 | 85 | 41,492 | 404,152 |
2017-12-01 | 0.9231 | 12 | 13 | 33,927 | 190,799 |
2017-06-01 | 4.2 | 21 | 5 | 44,525 | 3,747 |
2017-03-01 | 0.2 | 1 | 5 | 33,985 | 0.00 |
2016-12-01 | 0.3333 | 3 | 9 | 26.00 | 203,360 |
2016-06-01 | 1.04 | 26 | 25 | 38,656 | 23,228 |
2016-03-01 | 2.6667 | 8 | 3 | 58.00 | 4,090 |
2015-12-01 | 0.9 | 9 | 10 | 55.00 | 173,284 |
2015-09-01 | 1.1111 | 10 | 9 | 54.00 | 25,000 |
2015-06-01 | 1.7895 | 34 | 19 | 42,105 | 21,778 |
2015-03-01 | 0.7895 | 15 | 19 | 142.00 | 14,201 |
2014-12-01 | 0.6364 | 21 | 33 | 13,835 | 212,024 |
2014-09-01 | 2.2857 | 16 | 7 | 3,116 | 7,000 |
2014-06-01 | 1.2069 | 35 | 29 | 39,193 | 62,084 |
2014-03-01 | 0.9524 | 20 | 21 | 14,176 | 23,000 |
2013-12-01 | 0.4058 | 28 | 69 | 46,638 | 210,585 |
2013-09-01 | 1.8 | 18 | 10 | 6,023 | 13,760 |
2013-06-01 | 1.0323 | 32 | 31 | 55,230 | 88,438 |
2013-03-01 | 0.4848 | 16 | 33 | 45,856 | 64,250 |
2012-12-01 | 0.7033 | 64 | 91 | 90,679 | 245,448 |
2012-09-01 | 0.6364 | 14 | 22 | 213.00 | 21,359 |
2012-06-01 | 0.931 | 27 | 29 | 209,460 | 220,667 |
2012-03-01 | 0.8387 | 26 | 31 | 31,630 | 54,276 |
2011-12-01 | 0.7273 | 24 | 33 | 18,214 | 42,815 |
2011-09-01 | 1.0 | 29 | 29 | 52,215 | 85,090 |
2011-06-01 | 1.5862 | 46 | 29 | 103,215 | 40,228 |
2011-03-01 | 0.5909 | 52 | 88 | 74,067 | 145,073 |
2010-12-01 | 0.3865 | 63 | 163 | 52,299 | 197,721 |
2010-09-01 | 0.2991 | 35 | 117 | 51,875 | 257,112 |
2010-06-01 | 0.2771 | 23 | 83 | 83,341 | 478,989 |
2010-03-01 | 0.1364 | 9 | 66 | 61,104 | 327,128 |
2009-12-01 | 0.265 | 31 | 117 | 87,923 | 527,684 |
2009-09-01 | 0.0204 | 1 | 49 | 33,000 | 299,803 |
2009-06-01 | 0.3846 | 55 | 143 | 593,862 | 1,252,240 |
2009-03-01 | 0.1111 | 8 | 72 | 162,000 | 511,125 |
2008-12-01 | 0.2602 | 32 | 123 | 445,574 | 1,093,900 |
2008-09-01 | 0.1513 | 18 | 119 | 38,131 | 361,642 |
2008-06-01 | 0.0411 | 99 | 2411 | 267,677 | 722,304 |
2008-03-01 | 0.0287 | 30 | 1044 | 209,112 | 691,169 |
2007-12-01 | 0.0159 | 36 | 2261 | 628,220 | 1,297,601 |
2007-09-01 | 0.0203 | 54 | 2664 | 119,768 | 928,594 |
2007-06-01 | 0.0952 | 83 | 872 | 151,199 | 486,506 |
2007-03-01 | 0.026 | 5 | 192 | 22,000 | 49,000 |
2006-12-01 | 0.046 | 70 | 1522 | 348,879 | 857,749 |
2006-09-01 | 0.0196 | 22 | 1125 | 86,380 | 442,176 |
2006-06-01 | 0.0676 | 49 | 725 | 271,206 | 475,978 |
2005-12-01 | 0.5 | 1 | 2 | 300.00 | 2,300 |
2005-06-01 | 0.1591 | 14 | 88 | 320,000 | 3,653,219 |
Morningstar Notable Stakeholders
A Morningstar stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Morningstar often face trade-offs trying to please all of them. Morningstar's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Morningstar's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Joseph Mansueto | Executive Chairman of the Board | Profile | |
Daniel CFA | President Wealth | Profile | |
Sarah Bush | Director Relations | Profile | |
David Williams | Head - Design and Marketing | Profile | |
Jason Dubinsky | Chief Officer | Profile | |
Kunal CFA | CEO Director | Profile | |
Daniel Dunn | Chief Officer | Profile | |
Kimberly McGarry | Chief Accounting Officer, Principal Accounting Officer, Global Controller | Profile | |
Conan Wiersema | Principal Officer | Profile | |
Marie Lynch | Chief Officer | Profile | |
Julie Willoughby | Head Sales | Profile | |
Kathleen Peacock | Chief Officer | Profile | |
Chris Boruff | Managing Operations | Profile | |
Steve Bendt | Chief Officer | Profile | |
Patrick Maloney | Gen Sec | Profile | |
James Rhodes | Chief Data Officer | Profile | |
Stephanie Lerdall | Senior Relations | Profile | |
Barbara CFA | Analyst | Profile |
About Morningstar Management Performance
The success or failure of an entity such as Morningstar often depends on how effective the management is. Morningstar management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Morningstar management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Morningstar management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.11 | 0.10 | |
Return On Capital Employed | 0.09 | 0.09 | |
Return On Assets | 0.04 | 0.05 | |
Return On Equity | 0.11 | 0.06 |
Morningstar Workforce Analysis
Traditionally, organizations such as Morningstar use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Morningstar within its industry.Morningstar Manpower Efficiency
Return on Morningstar Manpower
Revenue Per Employee | 185.3K | |
Revenue Per Executive | 114.8M | |
Net Income Per Employee | 12.7K | |
Net Income Per Executive | 7.8M |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Is Financial Exchanges & Data space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.044 | Dividend Share 1.615 | Earnings Share 7.57 | Revenue Per Share 51.995 | Quarterly Revenue Growth 0.105 |
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.