Morningstar Stock Performance
| MORN Stock | USD 169.26 11.26 6.24% |
The company secures a Beta (Market Risk) of 0.93, which conveys possible diversification benefits within a given portfolio. Morningstar returns are very sensitive to returns on the market. As the market goes up or down, Morningstar is expected to follow. At this point, Morningstar has a negative expected return of -0.38%. Please make sure to verify Morningstar's total risk alpha, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Morningstar performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Morningstar has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain very healthy which may send shares a bit higher in March 2026. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return (6.24) | Five Day Return (15.61) | Year To Date Return (19.56) | Ten Year Return 123.33 | All Time Return 744.19 |
Forward Dividend Yield 0.0111 | Payout Ratio | Forward Dividend Rate 2 | Dividend Date 2026-01-30 | Ex Dividend Date 2026-04-02 |
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| Morningstar dividend paid on 30th of January 2026 | 01/30/2026 |
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7 | ASX Volatility Expected to Continue This Season | 02/05/2026 |
| Begin Period Cash Flow | 337.9 M | |
| Total Cashflows From Investing Activities | -21.3 M |
Morningstar | Build AI portfolio with Morningstar Stock |
Morningstar Relative Risk vs. Return Landscape
If you would invest 21,458 in Morningstar on November 8, 2025 and sell it today you would lose (4,532) from holding Morningstar or give up 21.12% of portfolio value over 90 days. Morningstar is currently does not generate positive expected returns and assumes 1.9444% risk (volatility on return distribution) over the 90 days horizon. In different words, 17% of stocks are less volatile than Morningstar, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Morningstar Target Price Odds to finish over Current Price
The tendency of Morningstar Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 169.26 | 90 days | 169.26 | close to 99 |
Based on a normal probability distribution, the odds of Morningstar to move above the current price in 90 days from now is close to 99 (This Morningstar probability density function shows the probability of Morningstar Stock to fall within a particular range of prices over 90 days) .
Morningstar Price Density |
| Price |
Predictive Modules for Morningstar
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Morningstar. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Morningstar Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Morningstar is not an exception. The market had few large corrections towards the Morningstar's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Morningstar, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Morningstar within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.36 | |
β | Beta against Dow Jones | 0.93 | |
σ | Overall volatility | 8.80 | |
Ir | Information ratio | -0.2 |
Morningstar Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Morningstar for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Morningstar can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Morningstar generated a negative expected return over the last 90 days | |
| Morningstar currently holds 904 M in liabilities with Debt to Equity (D/E) ratio of 1.15, which is about average as compared to similar companies. Morningstar has a current ratio of 0.96, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Morningstar's use of debt, we should always consider it together with its cash and equity. | |
| About 62.0% of Morningstar shares are owned by institutional investors | |
| On 30th of January 2026 Morningstar paid $ 0.5 per share dividend to its current shareholders | |
| Latest headline from finnewsnetwork.com.au: ASX Volatility Expected to Continue This Season |
Morningstar Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Morningstar Stock often depends not only on the future outlook of the current and potential Morningstar's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Morningstar's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 43.1 M | |
| Cash And Short Term Investments | 551 M |
Morningstar Fundamentals Growth
Morningstar Stock prices reflect investors' perceptions of the future prospects and financial health of Morningstar, and Morningstar fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morningstar Stock performance.
| Return On Equity | 0.24 | ||||
| Return On Asset | 0.0827 | ||||
| Profit Margin | 0.16 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 8.68 B | ||||
| Shares Outstanding | 41.13 M | ||||
| Price To Earning | 41.75 X | ||||
| Price To Book | 4.90 X | ||||
| Price To Sales | 3.18 X | ||||
| Revenue | 2.28 B | ||||
| Gross Profit | 1.46 B | ||||
| EBITDA | 731.6 M | ||||
| Net Income | 369.9 M | ||||
| Cash And Equivalents | 407.1 M | ||||
| Cash Per Share | 9.58 X | ||||
| Total Debt | 904 M | ||||
| Debt To Equity | 1.15 % | ||||
| Current Ratio | 0.98 X | ||||
| Book Value Per Share | 36.48 X | ||||
| Cash Flow From Operations | 591.6 M | ||||
| Earnings Per Share | 8.79 X | ||||
| Market Capitalization | 7.61 B | ||||
| Total Asset | 3.55 B | ||||
| Retained Earnings | 1.91 B | ||||
| Working Capital | 46.8 M | ||||
| Current Asset | 409.9 M | ||||
| Current Liabilities | 304.4 M | ||||
About Morningstar Performance
By examining Morningstar's fundamental ratios, stakeholders can obtain critical insights into Morningstar's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Morningstar is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.21 | 0.22 | |
| Return On Capital Employed | 0.17 | 0.10 | |
| Return On Assets | 0.09 | 0.05 | |
| Return On Equity | 0.21 | 0.22 |
Things to note about Morningstar performance evaluation
Checking the ongoing alerts about Morningstar for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morningstar help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morningstar generated a negative expected return over the last 90 days | |
| Morningstar currently holds 904 M in liabilities with Debt to Equity (D/E) ratio of 1.15, which is about average as compared to similar companies. Morningstar has a current ratio of 0.96, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Morningstar's use of debt, we should always consider it together with its cash and equity. | |
| About 62.0% of Morningstar shares are owned by institutional investors | |
| On 30th of January 2026 Morningstar paid $ 0.5 per share dividend to its current shareholders | |
| Latest headline from finnewsnetwork.com.au: ASX Volatility Expected to Continue This Season |
- Analyzing Morningstar's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morningstar's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morningstar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morningstar's stock. These opinions can provide insight into Morningstar's potential for growth and whether the stock is currently undervalued or overvalued.
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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Will Financial Exchanges & Data sector continue expanding? Could Morningstar diversify its offerings? Factors like these will boost the valuation of Morningstar. Expected growth trajectory for Morningstar significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Morningstar data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.22) | Dividend Share 1.815 | Earnings Share 8.79 | Revenue Per Share | Quarterly Revenue Growth 0.084 |
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.