Morningstar Stock Technical Analysis
| MORN Stock | USD 165.44 3.82 2.26% |
As of the 6th of February, Morningstar secures the Risk Adjusted Performance of (0.12), standard deviation of 1.88, and Mean Deviation of 1.26. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morningstar, as well as the relationship between them.
Morningstar Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Morningstar, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to MorningstarMorningstar | Build AI portfolio with Morningstar Stock |
Morningstar Analyst Consensus
| Target Price | Consensus | # of Analysts | |
| 280.67 | Buy | 3 | Odds |
Most Morningstar analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Morningstar stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Morningstar, talking to its executives and customers, or listening to Morningstar conference calls.
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.
Morningstar 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Morningstar's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Morningstar.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in Morningstar on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding Morningstar or generate 0.0% return on investment in Morningstar over 90 days. Morningstar is related to or competes with FactSet Research, First Horizon, UMB Financial, Bitmine Immersion, Western Alliance, Xp, and Webster Financial. Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia More
Morningstar Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Morningstar's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Morningstar upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 12.13 | |||
| Value At Risk | (3.26) | |||
| Potential Upside | 1.94 |
Morningstar Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Morningstar's standard deviation. In reality, there are many statistical measures that can use Morningstar historical prices to predict the future Morningstar's volatility.| Risk Adjusted Performance | (0.12) | |||
| Jensen Alpha | (0.36) | |||
| Total Risk Alpha | (0.42) | |||
| Treynor Ratio | (0.36) |
Morningstar February 6, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.12) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 1.26 | |||
| Coefficient Of Variation | (584.41) | |||
| Standard Deviation | 1.88 | |||
| Variance | 3.53 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.36) | |||
| Total Risk Alpha | (0.42) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 12.13 | |||
| Value At Risk | (3.26) | |||
| Potential Upside | 1.94 | |||
| Skewness | (2.01) | |||
| Kurtosis | 7.21 |
Morningstar Backtested Returns
Morningstar has Sharpe Ratio of -0.19, which conveys that the firm had a -0.19 % return per unit of risk over the last 3 months. Morningstar exposes twenty different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please verify Morningstar's Risk Adjusted Performance of (0.12), mean deviation of 1.26, and Standard Deviation of 1.88 to check out the risk estimate we provide. 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 jensen alpha, kurtosis, as well as the relationship between the Kurtosis and period momentum indicator , to decide if Morningstar performance from the past will be repeated at some point in the near future.
Auto-correlation | -0.09 |
Very weak reverse predictability
Morningstar has very weak reverse predictability. Overlapping area represents the amount of predictability between Morningstar time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Morningstar price movement. The serial correlation of -0.09 indicates that less than 9.0% of current Morningstar price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.09 | |
| Spearman Rank Test | -0.19 | |
| Residual Average | 0.0 | |
| Price Variance | 203.02 |
Morningstar technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
Morningstar Technical Analysis
The output start index for this execution was fifty with a total number of output elements of eleven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Morningstar volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Morningstar Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Morningstar on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Morningstar based on its technical analysis. In general, a bottom-up approach, as applied to this company, focuses on Morningstar price pattern first instead of the macroeconomic environment surrounding Morningstar. By analyzing Morningstar's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Morningstar's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Morningstar specific price patterns or momentum indicators. Please read more on our technical analysis page.
| 2023 | 2024 | 2025 | 2026 (projected) | Dividend Yield | 0.00524 | 0.004808 | 0.004327 | 0.005391 | Price To Sales Ratio | 5.98 | 6.34 | 7.29 | 6.27 |
Morningstar February 6, 2026 Technical Indicators
Most technical analysis of Morningstar help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Morningstar from various momentum indicators to cycle indicators. When you analyze Morningstar charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.12) | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 1.26 | |||
| Coefficient Of Variation | (584.41) | |||
| Standard Deviation | 1.88 | |||
| Variance | 3.53 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.36) | |||
| Total Risk Alpha | (0.42) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 12.13 | |||
| Value At Risk | (3.26) | |||
| Potential Upside | 1.94 | |||
| Skewness | (2.01) | |||
| Kurtosis | 7.21 |
Morningstar February 6, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Morningstar stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 0.98 | ||
| Day Median Price | 165.44 | ||
| Day Typical Price | 165.44 | ||
| Price Action Indicator | (1.91) |
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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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.