Morningstar, Inc. (MORN) Stock Analysis
Range Bound setup · Temp Headwind edge
Financial Services · Financial Data & Stock Exchanges
Wait — supporting gate not met yet. Price is at or below entry $177.30 but weak momentum; below 200-day MA (death cross); recent C-suite change still blocks BUY_NOW. Key risks: Leverage penalty (D/E 1.9): -1.0; Negative momentum.
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Wait — supporting gate not met yet. Price is at or below entry $177.30 but weak momentum; below 200-day MA (death cross); recent C-suite change still blocks BUY_NOW. Key risks: Leverage penalty (D/E 1.9): -1.0; Negative momentum. Chart setup: RSI 46 mid-range, Bollinger mid-band. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 0.26, quality 7.7/10, growth 7.6/10). Score 6.3/10, moderate confidence.
Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 45d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Recent developments
updated 2026-06-14Recent Developments — Morningstar, Inc.
Latest news
- NEWS Morningstar (MORN) Rebrands CRSP Market Indexes to Enhance Inves - GuruFocus — GuruFocus positive
- NEWS Morningstar’s (NASDAQ:MORN) Q1 CY2026: Beats On Revenue - StockStory — StockStory positive
- NEWS Morningstar (NASDAQ:MORN) Releases Quarterly Earnings Results, Beats Estimates By $0.53 EPS - MarketBeat — MarketBeat positive
- NEWS Morningstar’s (NASDAQ:MORN) Q1 CY2026: Beats On Revenue - TradingView — TradingView positive
- NEWS Morningstar (MORN) Releases Q1 2026 Earnings: Revenue Up 10.8%, EPS Up 50% Beats Estimates - Quiver Quantitative — Quiver Quantitative positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-05-08Item 5.02MEDIUMName | Votes For | Votes Against | Abstentions | Broker Non-Votes Joe Mansueto | 33,192,034 | 508,755 | 6,874 | 1,281,152 [... truncated]SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait — supporting gate not met yet. Price is at or below entry $177.30 but weak momentum; below 200-day MA (death cross); recent C-suite change still blocks BUY_NOW. Key risks: Leverage penalty (D/E 1.9): -1.0; Negative momentum. Chart setup: RSI 46 mid-range, Bollinger mid-band. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 0.26, quality 7.7/10, growth 7.6/10). Target $209.10 (+19.3%), stop $161.95 (−8.2%), Setup A.R:R 4.4:1. Score 6.3/10, moderate confidence.
Take-profit target: $209.10 (+22.8% upside). Target $209.10 (+19.3%), stop $161.95 (−8.2%), Setup A.R:R 4.4:1. Stop-loss: $161.95.
Leverage penalty (D/E 1.9): -1.0; Negative momentum; Below 200-MA, MA slope -6.4%/30d (confirmed downtrend).
Morningstar, Inc. trades at a P/E of 17.9 (forward 12.9). TrendMatrix value score: 8.3/10. Verdict: Buy (Wait for Entry).
9 analysts cover MORN with a consensus score of 4.0/5. Average price target: $246.
What does Morningstar, Inc. do?Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and...
Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions that can slow decisions, cloud markets, and drive up costs.