22 West Washington Street
Chicago , IL 60602
Chicago , IL 60602
News
-
Morningstar Inc soared 7.2% to $230.80 after the company reported quarterly results ahead of market expectations.
Revenue in the second quarter increased 7.3% to $504.7 million and consolidated net income increased 19.9% to $36.1 million from $30.1 million and diluted earnings per share increased to 84 cents from 70 cents a year ago.
Revenue for Pitchbook, M&A database, subscription increased 21% to $121 million, Morningstar Data gained 79% to $69.4 million and Morningstar Direct rose 9% to $49.9 million.
Jul 27, 2023 -
Morningstar, Inc said revenue in the fourth quarter increased 2.8% to $475 million and net income plunged 94% to $3.3 million from $56.5 million and diluted earnings per share dropped to 8 cents from $1.30 a year ago.
In 2022, revenue increased 10.1% to $1.87 billion and net income dropped 63.5% to $70.5 million from $193.3 million and diluted earnings per share declined to $1.64 from $4.45 in the previous year.
Feb 24, 2023
Executive/
Director
Links
Price
- Last Close
-
$ 334.67
$ +2.22 0.67 %
Jan 3, 2025
- 52-Week High/Low
- $317.58 - $220.07
- YTD
- -0.6%
- Trading Volume
- 1,045
- Market Cap Full
- $ 14.3B
- Shares Outstanding
-
42.7M
Nov 2, 2023
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 10.1% | 7.2% | -1.2% | 14.8% | -5% | -2.5% | -19.5% | -6.3% | 7.6% | -0.6% |
| Q2 | -7.1% | -0% | 35.7% | 12.8% | 4% | 14.1% | -11.5% | -3.4% | -3.9% | - |
| Q3 | -2.8% | 8.8% | -2.2% | 1.7% | 8% | 0.9% | -12.4% | 19.5% | -1.9% | - |
| Q4 | -6.9% | 13.8% | -12.2% | 2% | 43.7% | 31% | 2.2% | 24.7% | -3.4% | - |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.6% | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -2.4% | 6.9% | 3.2% | -3.3% | -3.2% | 2.4% | 7.6% | -1.9% | - | - | - | -5% |
| 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26% | -8% | 33% | 14% | 38% | 53% | 47% | -36% | 32% | 18% | -1% |
Earnings
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
|---|---|---|---|---|---|---|---|---|
| Q1 | 0.67 | 0.42 | 0.98 | 0.77 | 0.55 | 1.27 | 1.06 | -0.18 |
| Q2 | 0.73 | 0.65 | 0.97 | 0.98 | 1.12 | 0.76 | 0.7 | 0.84 |
| Q3 | 0.70 | 0.79 | 1.32 | 1.14 | 1.76 | 1.13 | -0.21 | 0.91 |
| Q4 | 0.77 | 0.91 | 0.98 | 0.63 | 1.75 | 1.29 | 0.09 | - |
| A | 2.9 | 2.8 | 4.3 | 3.5 | 5.2 | 4.5 | 1.6 | 1.57 |
Annual Returns
52 Week
High/Low
Annual
Earnings
Chart
Trading Volume
Dividend +
Dividend +
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|
| Q1 | 0.30 | 0.32 | 0.36 | 0.38 | 0.41 | 0.46 |
| Q2 | 0.30 | 0.32 | 0.36 | 0.38 | 0.41 | 0.46 |
| Q3 | 0.30 | 0.32 | 0.36 | 0.38 | 0.41 | - |
| Q4 | 0.30 | 0.32 | 0.36 | 0.38 | 0.41 | - |
| A | 1.2 | 1.28 | 1.44 | 1.52 | 1.64 | 0.92 |
Outstanding Shares
(In Millions) +
Jan 16, 2024
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | |
|---|---|---|---|---|---|---|
| Mar | - | 42.6 | 42.9 | 42.9 | 43 | 42.5 |
| Jun | 42.5 | 42.7 | 42.8 | 42.9 | 42.7 | 42.6 |
| Sep | 42.6 | 42.8 | 42.9 | 43.1 | 42.5 | 42.7 |
| Dec | 42.7 | 42.8 | 42.8 | 43.1 | 42.4 | 42.7 |
SEC Filings
Financial Ratios
| 2022 | 2021 | 2020 | 2019 | 2018 | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Management | ||||||||||||||||||
| Inventory / Stock Turnover | - | - | - | - | - | |||||||||||||
| Fixed Asset Turnover | 6.1 | 6.9 | 6.9 | 5.2 | 4.8 | |||||||||||||
| Total Asset Turnover | 0.5 | 0.6 | 0.5 | 0.5 | 0.7 | |||||||||||||
| Leverage | ||||||||||||||||||
| Debt Ratio | 1.3 | 0.4 | 0.6 | 0.8 | 0.1 | |||||||||||||
| Debt – Equity Ratio | 0.9 | 0.3 | 0.4 | 0.5 | 0.1 | |||||||||||||
| Interest Coverage | 1.7 | 4 | -23.9 | 5 | 6.6 | |||||||||||||
| Equity multiplier | 0.3 | 0.2 | 0.2 | 0.2 | 0.2 | |||||||||||||