Insider buying last 90 days
No open-market insider purchases were filed for MORN in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every MORN insider filing, plotted on the chart in Gekko.Open MORN in Gekko
NASDAQ: MORN
Morningstar (MORN) Stock Analysis & Forecast
Sep 28 close
$191.56−4.42 (−2.3%)
Gekko Brief
AI summaryMorningstar confirms it will report third-quarter 2026 financial results after market close on 28 October, giving investors a fixed date to watch. The company also completed the third-quarter reconstitution of its Morningstar Market Indexes and published its 10th annual Health Savings Account Landscape Report, an industry assessment of HSA providers. Alongside these items, a filing showed Corient Private Wealth LP trimming its MORN stake by 43.6% in the period covered.
MORN closed at $191.56, down 2.3% on the day, with its close sitting between the 50-day average of $199.87 and the 200-day average of $186.75. Shorter-term momentum has weakened, with the stock down 12.5% over one month even as it holds gains of 22.9% over three months and 22.2% over six months; the one-year return stands at -17.3%. The GekkoIndex reads 62.6, placing MORN in the Accumulation zone, and the price sits 10.6% below the Gekko Fair Value of $214.36.
Over the next 20 trading days, the next earnings date of 28 October falls just outside that window, at 29 days away, following a prior quarter where actual EPS of $2.71 beat the $2.17 estimate and produced a 3% reaction. Seasonally, this calendar stretch has averaged a 4.7% move over 5 years, positive in 4 of them. No insider, Congress or unusual options activity appears in the current windows, and analyst consensus reflects 2 buy ratings with a target of $236.67.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Morningstar price vs fair value
Close $191.56200-day averageGekko Fair Value $214.36
Morningstar quick facts
- Market cap
- $7.19B
- P/E ratio
- 19.1
- Forward P/E
- 19.8
- EPS, TTM
- $10.31
- Revenue, TTM
- $2.57B
- Profit margin
- 16.4%
- Dividend yield
- 0.98%
- Beta
- 1.00
- Volume
- 212,525 avg 308,464
- 1-year return
- −17.3%
- Typical daily move
- ±3.5%
- Typical 20-day move
- ±5.6%
- 50-day average
- $199.87
- 200-day average
- $186.75
- Next earnings
- Oct 28
- Shares outstanding
- 37.51M
Morningstar swing-trade checklist
Morningstar scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed0 headwinds
- Trendmixed
Averages disagree
Close $191.56 sits between the 50-day ($199.87) and 200-day ($186.75) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
62.6, Accumulation
Reading 62.6 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
10.6% below
Price is 10.6% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 29 days
Next report Oct 28, 2026, 29 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+4.7% on average
From this point in the calendar, the next 20 trading days averaged +4.7% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Morningstar stock chart and price history
Morningstar closed at $191.56 on Sep 28, 2026, −17.3% over the past year, inside a 52-week range of $141.49 to $238.04.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −12.5%
- 3 months
- +22.9%
- 6 months
- +22.2%
- 1 year
- −17.3%
The full MORN chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open MORN in Gekko
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Morningstar GekkoIndex: the smart money zone
Morningstar’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.6, in the Accumulation zone, up 3.2 points over five sessions.
62.6Accumulation
Up 3.2 points over five sessions, from the Neutral zone.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 62 | +0.5% | +1.8% | ||
| Accumulation (current zone) | 231 | −0.1% | −1.4% | ||
| Neutral | 355 | −0.3% | −0.5% | ||
| Distribution | 19 | −1.2% | −0.5% | ||
| Selling | 5 | Too few readings yet | |||
Average MORN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the MORN price, zone by zone.Track MORN in Gekko
Is Morningstar stock overvalued? Gekko Fair Value
Morningstar trades 10.6% below Gekko Fair Value of $214.36, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Morningstar shares are worth, recalculated every trading day.
$214.36
Gekko Fair Value, Sep 26, 2026
10.6% Undervalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open MORN in Gekko
Morningstar insider and Congress trading
No open-market insider purchases were filed for Morningstar, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in MORN were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for MORN, plotted on the chart in Gekko.Open MORN in Gekko
Buybacks
Morningstar has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $100.0M
- As a share of market cap
- 1.39%
- Trailing four quarters
- $965.4M
From company filings.
Hedge funds and billionaires quarter ended Jun 30
0of the funds Gekko tracks hold MORN.
0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
Morningstar earnings: next date and track record
Morningstar reports on Oct 28, 2026 (29 days away), and beat the EPS estimate in 5 of its last 7 reports.
Next earnings report
Oct 28, 2026
29 days away
- EPS estimate
- $2.97
- Revenue estimate
- $657.3M
5 of 7reports beat the EPS estimate
±3%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Feb 12, 2026 | $2.71 est $2.17 | $641.1M est $634.4M | +3.0% |
| Oct 29, 2025 | $2.55 est $2.34 | $617.4M est $634.4M | −1.7% |
| Jul 22, 2025 | $2.40 est $2.09 | $605.1M est $605.8M | −2.2% |
| Apr 22, 2025 | $2.23 est $2.06 | $581.9M est $585.8M | +3.3% |
| Feb 20, 2025 | $2.71 est $2.06 | — | −1.8% |
| Oct 23, 2024 | $2.00 est $2.01 | $569.4M est $576.6M | −3.5% |
| Jul 24, 2024 | $1.60 | $570.5M | +4.5% |
| Apr 24, 2024 | $1.49 est $1.73 | $544.0M est $2.30B | −4.3% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Morningstar stock forecast and analyst price targets
Analysts’ average 12-month price target for Morningstar is $236.67, +23.5% from the last close, from 2 firms rating the stock in the last 90 days.
$236.67consensus 12-month target, +23.5% from the last close
Now $191.56Avg $236.67
Low $230High $260
Each firm’s latest rating in the last 90 days: 2 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Jul 31 | BMO Capital | $230 | +20.1% |
| Jul 7 | UBS | $260 | +35.7% |
−1.4%average 20-day move after past Accumulation readings
+4.7%average move over the next 20 trading days in the last 5 years
±3.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Morningstar seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Morningstar averaged +4.7% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.3% | 3 of 5 |
| Next 10 trading days | +0.9% | 3 of 5 |
| Next 15 trading days | +0.7% | 2 of 5 |
| Next 20 trading days | +4.7% | 4 of 5 |
| Next 30 trading days | +9.6% | 4 of 5 |
For scale, MORN’s typical 20-trading-day move in either direction is about 5.6%.
Morningstar market cap and key statistics
Morningstar’s market cap is $7.19B, with a P/E ratio of 19.1 and revenue of $2.57B over the last twelve months.
Valuation
- Market cap
- $7.19B
- P/E ratio
- 19.1
- Forward P/E
- 19.8
- EPS, TTM
- $10.31
- Gekko Fair Value
- $214.36
Trading
- Volume
- 212,525
- Avg volume, 20 days
- 308,464
- 52-week high
- $238.04
- 52-week low
- $141.49
- Shares outstanding
- 37.51M
Financials
- Revenue, TTM
- $2.57B
- Profit margin
- 16.4%
- Return on equity
- 32%
- Quarterly earnings growth, YoY
- +35.4%
Risk and income
- Beta
- 1.00
- Typical daily move
- ±3.5%
- Typical 20-day move
- ±5.6%
- Dividend yield
- 0.98%
Morningstar stock news this week
4 headlines about Morningstar from the past week, newest first, each linking to the publisher.
- Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28Business Wire, Sep 28
- 8,334 Morningstar, Inc. $MORN Shares Sold by Corient Private Wealth LPDefense World, Sep 25
- Morningstar Completes Quarterly Reconstitution for Morningstar Market IndexesBusiness Wire, Sep 23
- Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry TrendsBusiness Wire, Sep 23
Morningstar peers
Morningstar’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| SPGIS&P Global | Accumulation | 14.1% below |
| MCOMoody's | Accumulation | 10.8% below |
| MSCIMSCI | Accumulation | 11.9% below |
| FICOFair Isaac | Buying | 13.2% below |
| EFXEquifax | Buying | 12.3% below |
| TRUTransUnion | Buying | 23.4% below |
A peer links to its own page where one exists.
Morningstar stock FAQ
What is Morningstar’s market cap?
Morningstar’s market cap is $7.19B at the Sep 28, 2026 close of $191.56, with 37.51M shares outstanding. The shares trade on a P/E ratio of 19.1.
What is the Morningstar stock forecast?
The consensus analyst 12-month price target for Morningstar is $236.67, +23.5% from the last close. Of the 2 firms that rated the stock in the last 90 days, 2 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Morningstar stock overvalued or undervalued?
On Gekko’s estimate Morningstar is undervalued: the Sep 28, 2026 close of $191.56 is 10.6% below Gekko Fair Value of $214.36. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Morningstar report earnings next?
Morningstar is expected to report on Oct 28, 2026 (29 days away). Analysts expect earnings of $2.97 per share on revenue of $657.3M. Morningstar beat the earnings estimate in 5 of its last 7 reports, moving 3% on average across the report.
What is Morningstar’s 52-week high and low?
Morningstar’s 52-week high is $238.04 and its 52-week low is $141.49; it closed at $191.56 on Sep 28, 2026, −17.3% over the past year. Over the last five years the shares peaked at $365.00 on Dec 16, 2024.
Is Morningstar stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality), 1 as mixed (trend). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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