Morningstar Company Leadership

Morningstar's latest congressional trading

Morningstar Management Team Effectiveness

The company has return on total asset (ROA) of 0.0827 % which means that it generated a profit of $0.0827 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2442 %, meaning that it created $0.2442 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. At this time, Morningstar's Return On Tangible Assets are very stable compared to the past year. As of the 6th of February 2026, Return On Equity is likely to grow to 0.22, while Return On Capital Employed is likely to drop 0.1. At this time, Morningstar's Return On Tangible Assets are very stable compared to the past year. As of the 6th of February 2026, Fixed Asset Turnover is likely to grow to 9.14, though Other Assets are likely to grow to (3 B). As of the 6th of February 2026, 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 maintains a total of 41.13 Million outstanding shares. Over half of Morningstar's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. Also note that almost three million one hundred seventeen thousand five hundred ninety-three invesors are currently shorting Morningstar expressing very little confidence in its future performance. Some institutional investors establish a significant position in stocks such as Morningstar in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Morningstar, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Morningstar Workforce Comparison

Morningstar Profit Margins

The company has Profit Margin (PM) of 0.16 %, 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 0.21 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.21.

Morningstar Insider Trading History

Morningstar Notable Stakeholders

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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.

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 inflation. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Understanding Morningstar requires distinguishing between market price and book value, where the latter reflects Morningstar's accounting equity. The concept of intrinsic value - what Morningstar's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Morningstar's price substantially above or below its fundamental value.

Understanding that Morningstar's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Morningstar represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Morningstar's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.