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

0

 
Selling
 
Buying

Latest Trades

2024-11-18Joseph D MansuetoDisposed 275 @ 336.67View
2024-11-15Joseph D MansuetoDisposed 118 @ 342.13View
2024-11-13Joseph D MansuetoDisposed 3825 @ 351.05View
2024-11-11Joseph D MansuetoDisposed 7222 @ 349.67View
2024-11-08Joseph D MansuetoDisposed 9062 @ 348.45View
2024-11-04Joseph D MansuetoDisposed 9062 @ 329.45View
2024-11-01Joseph D MansuetoDisposed 9062 @ 328.22View
2024-10-30William M LyonsDisposed 750 @ 331.88View
2024-09-30William M LyonsDisposed 750 @ 316.48View
2024-09-09Joseph D MansuetoDisposed 8056 @ 305.95View
2024-09-05Joseph D MansuetoDisposed 54 @ 312.55View
2024-09-03Joseph D MansuetoDisposed 721 @ 312.94View
2024-08-30William M LyonsDisposed 750 @ 311.6View
2024-08-29Joseph D MansuetoDisposed 6110 @ 312.18View
2024-08-27Joseph D MansuetoDisposed 5724 @ 311.27View
2024-08-21Joseph D MansuetoDisposed 6209 @ 312.12View
2024-08-19Joseph D MansuetoDisposed 3838 @ 315.9View
2024-08-14Joseph D MansuetoDisposed 5257 @ 310.37View
2024-08-12Joseph D MansuetoDisposed 5149 @ 305.3View
2024-08-08Joseph D MansuetoDisposed 5117 @ 304.7View
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.
  
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.

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.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

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 ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.70.4955
Significantly Up
Slightly volatile

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.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal 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 MansuetoExecutive Chairman of the BoardProfile
Daniel CFAPresident WealthProfile
Sarah BushDirector RelationsProfile
David WilliamsHead - Design and MarketingProfile
Jason DubinskyChief OfficerProfile
Kunal CFACEO DirectorProfile
Daniel DunnChief OfficerProfile
Kimberly McGarryChief Accounting Officer, Principal Accounting Officer, Global ControllerProfile
Conan WiersemaPrincipal OfficerProfile
Marie LynchChief OfficerProfile
Julie WilloughbyHead SalesProfile
Kathleen PeacockChief OfficerProfile
Chris BoruffManaging OperationsProfile
Steve BendtChief OfficerProfile
Patrick MaloneyGen SecProfile
James RhodesChief Data OfficerProfile
Stephanie LerdallSenior RelationsProfile
Barbara CFAAnalystProfile

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 ReportedProjected 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 Employee185.3K
Revenue Per Executive114.8M
Net Income Per Employee12.7K
Net Income Per Executive7.8M
When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock:
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.