Stocktoria
Morningstar, Inc. MORN
Morningstar, Inc. (MORN) earns a Piotroski F-score of 3/9 (weak financial health), with an Altman Z″ in the safe zone. It pays a dividend yielding 1.31% (safety: n/a).
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-02-17 | BMO Capital | Outperform (main) |
| 2025-10-30 | UBS | Buy (main) |
| 2025-08-01 | BMO Capital | Outperform (main) |
| 2025-07-21 | BMO Capital | Outperform (main) |
| 2025-05-12 | BMO Capital | Outperform (main) |
| 2025-03-03 | BMO Capital | Outperform (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 3/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · safe zone
| Component | Value |
|---|---|
| Working capital / assets | -0.004 |
| Retained earnings / assets | 0.615 |
| EBIT / assets | 0.147 |
| Equity / liabilities | 0.516 |
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 3/9 | 3.5 | — | +7.5% |
| HLI | HOULIHAN LOKEY, INC. | 4/9 | — | 22.6 | +9.5% |
| AMG | AFFILIATED MANAGERS GROUP, INC. | 6/9 | — | 12.6 | +1.6% |
| OWL | BLUE OWL CAPITAL INC. | 4/9 | — | 169.5 | +25% |
| STEP | StepStone Group Inc. | 3/9 | — | — | +69.7% |
| FHI | FEDERATED HERMES, INC. | 7/9 | 6.71 | 10.8 | +10.3% |
| JHG | JANUS HENDERSON GROUP PLC | 7/9 | 6.23 | 9.8 | +25.2% |
All Finance, Insurance & Real Estate companies →
About Morningstar, Inc.
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
FAQ
Is MORN financially healthy?
Morningstar, Inc.'s Piotroski F-score is 3/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the safe zone.
Does MORN pay a dividend, and is it safe?
Yes. Morningstar, Inc. pays a dividend yielding about 1.31% with a None payout ratio, rated “n/a” for safety.
Is MORN overvalued or undervalued?
Morningstar, Inc. trades at about 22.3× trailing earnings — below its 10-year norm (10-year range 20.5×–148.1×, median 44.4×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for MORN?
The average Wall-Street price target for Morningstar, Inc. is $234.00, about 18.5% above the recent price, from 3 analysts (consensus: buy).
Is MORN a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on Morningstar, Inc.: a Piotroski F-score of 3/9, an Altman Z″ in the safe zone, a dividend yield of 1.31%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.