Morningstar, Inc. · Financials · Financial Data & Stock Exchanges
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
Last
$175.64
−$9.74 (−5.25%) 11:19 AM ET
Prev closePrevC$185.38
OpenOpen$185.44
Day highHigh$185.44
Day lowLow$174.13
VolumeVol97,096
Avg volAvgVol547,354
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$7.05B
P/E ratio
17.96
FY Revenue
$2.51B
EPS
9.78
Gross Margin
61.71%
Sector
Financials
AI report sections
MIXED
MORN
Morningstar, Inc.
No AI report section text found yet for this symbol.
Volume vs average
Intraday (cumulative)
−7% (Below avg)
Vol/Avg: 0.93×
RSI
56.50(Neutral)
Neutral (40–60)
0255075100
MACD momentum
Intraday
+0.05 (Strong)
MACD: -0.03 Signal: -0.07
Short-Term
+1.93 (Strong)
MACD: 2.62 Signal: 0.69
Long-Term
+1.74 (Strong)
MACD: 0.49 Signal: -1.26
Intraday trend score
38.00
LOW37.00HIGH57.00
Latest news
MORN•12 articles•Positive: 3Neutral: 7Negative: 1
NeutralGlobeNewswire Inc.• Not Specified
TIFIN Australia Launches to Accelerate AI-Powered Wealth Innovation in the Region
TIFIN.AI announced the launch of TIFIN Australia, a joint venture with experienced executives Marcus Price (Executive Chairman, former CEO of Iress and Pexa) and Justin Schmitt (CEO, former COO of Iress). The expansion aims to bring AI-native solutions for financial advisors and wealth managers to the Australian market, continuing TIFIN.AI's global growth strategy following expansions into Japan and India.
Mentioned only as a backing investor with no new developments or changes to the relationship disclosed in the article.
NeutralThe Motley Fool• Motley Fool Staff
Maximizing Your 401(k), and Is Retirement Bad for Your Brain?
Retirement expert Robert Brokamp provides 11 tips for maximizing employer-sponsored 401(k) plans, including securing full employer matches, choosing between traditional and Roth accounts, and exploring mega backdoor Roth strategies. The article also discusses a study showing that retiring before age 65 may accelerate cognitive decline, and highlights that small-cap and international stocks are outperforming the S&P 500 in 2026.
MORN401(k) optimizationretirement planningcognitive declinesmall-cap stocksinternational stocksRoth conversionemployer match
Sentiment note
Morningstar is cited as a research source providing analysis on international stock performance and retirement savings strategies. The mention is informational without positive or negative implications for the company itself.
NeutralThe Motley Fool• Chris Neiger
Why Atlassian Stock Rallied Today
Atlassian stock rallied 5.17% as tech investors reassess the software sector, believing it has become undervalued after a 54% decline over six months. Despite no company-specific news, investors are gaining confidence that software companies like Atlassian have successfully integrated AI into their products, addressing earlier concerns about AI disruption. Morningstar estimates fair value at $220 versus the current $70 price, while analyst price targets average $151.
Mentioned as analyst/research firm providing valuation analysis; no direct impact on Morningstar's business discussed; serves as supporting evidence for Atlassian's positive sentiment
NeutralThe Motley Fool• Dan Caplinger
This Vanguard ETF Could Be the Best for Growth Stock Investors
The Vanguard Growth ETF (VUG) is highlighted as an effective option for growth stock investors seeking exposure to high-growth companies. The fund tracks the CRSP US Large Cap Growth index with over 150 stocks and is heavily weighted toward technology (over 50%), with top holdings including Nvidia at 12% of assets. The fund uses a market-cap weighted approach and has become popular among investors pursuing portfolio growth.
Morningstar is mentioned only as the acquirer of the Center for Research in Securities Prices (CRSP), which provides the index methodology for VUG. The mention is factual with no positive or negative implications.
PositiveThe Motley Fool• Josh Kohn-Lindquist
Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock
Berkeley initiated a new $3.8 million stake in Morningstar by purchasing 17,382 shares in Q4 2025, representing 1.2% of its assets under management. The investment comes after Morningstar's stock declined over 40% from its 52-week high, now trading at its lowest valuation since 2019 at 23x earnings. The analyst views this as a buy-the-dip opportunity but expresses caution about AI-related disruption risks to data and research-driven companies.
MORNDSTLVMorningstar acquisitionBerkeley investmentstock valuationAI disruptionfinancial data services
Sentiment note
Berkeley's significant investment signals confidence in the company's long-term value. Despite recent 40% decline, Morningstar trades at attractive 23x earnings (lowest since 2019) with strong historical performance (12.5% annualized returns since 2005). The analyst views the sell-off as a buying opportunity, though with some AI-related concerns.
PositiveGlobeNewswire Inc.• Sns Insider
Business Information Market to Hit USD 306.59 Billion by 2033, Driven by Rising Demand for Data-Driven Decision Making | SNS Insider
The global business information market is projected to grow from USD 191.63 billion in 2025 to USD 306.59 billion by 2033, with a CAGR of 6.08%. Growth is driven by enterprises' increasing adoption of AI-driven analytics, real-time intelligence, and cloud platforms for data-driven decision-making, regulatory compliance, and risk management. The U.S. market is expected to expand from USD 61.28 billion to USD 96.59 billion, while Asia Pacific is anticipated to grow at the fastest rate of 8.13% CAGR.
RELXSPGIMCOTRIbusiness information marketdata-driven decision-makingAI-driven analyticsreal-time intelligence
Sentiment note
Key player positioned to benefit from growing demand for market research, analytics, and business intelligence solutions.
PositiveThe Motley Fool• Na
Morningstar (MORN) Q2 EPS Jumps 19%
Morningstar reported strong Q2 2025 earnings, with adjusted EPS of $2.40 beating estimates. The company saw revenue growth across several segments, including Direct Platform and PitchBook, while facing challenges in ESG and retirement services.
Beat earnings estimates, showed revenue growth in key segments like Direct Platform (+6.2%) and PitchBook (+9.8%), improved operating margin to 20.7%, and grew assets under management/advisement by 13.0%
NeutralZacks Investment Research• N/A
August Asset Allocation Guidelines
The article discusses 7 Zacks Rank #1 Strong Buy stocks that have the potential to see significant gains within the next 30-90 days. It highlights the Zacks Rank stock-rating system's historical performance and its ability to outperform the S&P 500.
MSFTNDAQMORNZacks RankStrong Buy stocksstock recommendationsstock-rating system
Sentiment note
The company is mentioned as one of the trademarks represented on the website, but no specific information about the company or its performance is provided.
NeutralZacks Investment Research• N/A
ZRS Chart of the Month
The article discusses 7 Zacks Rank #1 Strong Buy stocks that have the potential to see significant gains within the next 30-90 days. It highlights the Zacks Rank stock-rating system's historical performance and its ability to outperform the S&P 500.
MSFTNDAQMORNZacks RankStrong Buy stocksstock recommendationsstock-rating system
Sentiment note
The company is mentioned as one of the trademarks represented on the website, but no specific information about the company or its performance is provided.
NeutralZacks Investment Research• N/A
Sell-Side and Buy-Side Consensus at a Glance
The article discusses 7 Zacks Rank #1 Strong Buy stocks that have the potential to see significant gains within the next 30-90 days. It highlights the Zacks Rank stock-rating system's historical performance and its ability to outperform the S&P 500.
MSFTNDAQMORNZacks RankStrong Buy stocksstock recommendationsstock-rating system
Sentiment note
The company is mentioned as one of the trademarks represented on the website, but no specific information about the company or its performance is provided.
NegativeInvesting.com• Oliver Gray
Anticipating Tesla's Q2 report: Analysts bullish on AI growth, Robotaxi By Investing.com - Investing.com Australia
Analysts are bullish on Tesla's potential in AI and Robotaxi technology, which could drive the company's long-term growth. The energy business is also seen as a major boost for Tesla.
TSLAMSMSPAMSPETeslaAIRobotaxiEnergy business
Sentiment note
Morningstar has suggested that Tesla's valuation is overstretched, advising investors to wait for a larger pullback before investing.
Vanguard's Top ETF Is Up 24% This Year. Here's Another ETF Up Twice As Much.
If you're looking for sizzling returns, this hot ETF could be just the ticket.
SMHTSMNVDAAMDinvesting
News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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