Morningstar, Inc.
MORN · NASDAQ Global Select · USD
246,47USD
+0,32 (+0,13 %)Stand 10. Nov., 21:00
Nachbörslich246,470,00 (0,00 %)19:30 ET
Kennzahlen
- Eröffnung
- 246,10
- Vortag
- 246,15
- Tagesspanne
- 240,58 – 247,24
- 52 Wochen
- 141,49 – 248,88
- Volumen
- 213.943
- Ø Volumen
- 325.329
- Börsenwert
- 9,15 Mrd. $
- KGV
- 21,4
- Gewinn je Aktie (TTM)
- 11,45
- Dividendenrendite
- 0,8 %
- Beta
- 1,0
- Nächste Zahlen
- 25. Feb. 2027
Finanzen
| USD | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Umsatz | 2,45 Mrd. | 2,28 Mrd. | 2,04 Mrd. | 1,87 Mrd. | 1,7 Mrd. |
| Herstellungskosten | 952,9 Mio. | 895,7 Mio. | 843,5 Mio. | 779,3 Mio. | 698,4 Mio. |
| Bruttogewinn | 1,49 Mrd. | 1,38 Mrd. | 1,2 Mrd. | 1,09 Mrd. | 1 Mrd. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 801 Mio. | 768,2 Mio. | 779,6 Mio. | 756,9 Mio. | 593,2 Mio. |
| Operatives Ergebnis | 526,6 Mio. | 484,8 Mio. | 230,6 Mio. | 167,8 Mio. | 257 Mio. |
| EBITDA | 728,9 Mio. | 731,6 Mio. | 418,1 Mio. | 325,6 Mio. | 409,9 Mio. |
| Nettogewinn | 374,2 Mio. | 369,9 Mio. | 141,1 Mio. | 70,5 Mio. | 193,3 Mio. |
| Gewinn je Aktie (verwässert) | 8,87 | 8,58 | 3,29 | 1,64 | 4,45 |
Umsatz nach Segment
Produkte · FY 2025
- Licensed-Based1,72 Mrd. $70,30 %+5,79 %
- Transaction-Based383,3 Mio. $15,67 %+20,99 %
- Asset-Based343 Mio. $14,03 %+2,94 %
Anteil · ggü. Vorjahr (FY 2024)
Regionen · FY 2025
- UNITED STATES1,75 Mrd. $59,56 %+7,08 %
- Non United States690,6 Mio. $23,44 %+8,53 %
- Europe excluding the United Kingdom219,6 Mio. $7,45 %
- CANADA154,9 Mio. $5,26 %
- AUSTRALIA65,3 Mio. $2,22 %
- Asia48 Mio. $1,63 %
- Segment, Geographical, Group of Other Countries13 Mio. $0,44 %
Anteil · ggü. Vorjahr (FY 2024)
Bewertung
Letzte 12 Monate
- KGV
- 21,4
- Kurs-Umsatz-Verhältnis
- 3,5
- Kurs-Buchwert-Verhältnis
- 9,0
- PEG
- 0,7
- Bruttomarge
- 63,1 %
- Operative Marge
- 24,5 %
- Nettomarge
- 17,0 %
- Verschuldungsgrad
- 1,8
- EV/EBITDA
- 12,2
- Eigenkapitalrendite
- 41,5 %
- Kapitalrendite (ROIC)
- 16,1 %
- Free-Cashflow-Rendite
- 5,4 %
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Bruttomarge | 61,0 % | 60,6 % | 58,6 % | 58,3 % | 58,9 % |
| Operative Marge | 21,5 % | 21,3 % | 11,3 % | 9,0 % | 15,1 % |
| Nettomarge | 15,3 % | 16,3 % | 6,9 % | 3,8 % | 11,4 % |
| KGV | 24,3 | 39,0 | 86,5 | 131,3 | 76,0 |
| Kurs-Umsatz-Verhältnis | 3,7 | 6,3 | 6,0 | 4,9 | 8,7 |
| Kurs-Buchwert-Verhältnis | 7,5 | 8,9 | 9,2 | 7,6 | 10,4 |
| Verschuldungsgrad | 1,2 | 0,6 | 0,9 | 1,1 | 0,4 |
| Liquidität 3. Grades | 1,0 | 1,0 | 0,9 | 0,9 | 1,1 |
| Dividendenrendite | 0,8 % | 0,5 % | 0,5 % | 0,7 % | 0,4 % |
| Unternehmenswert | 10,04 Mrd. | 14,81 Mrd. | 13,02 Mrd. | 10,17 Mrd. | 14,75 Mrd. |
| EV/EBITDA | 13,8 | 20,2 | 31,1 | 31,2 | 36,0 |
| Eigenkapitalrendite | 30,6 % | 22,9 % | 10,6 % | 5,8 % | 13,7 % |
| Kapitalrendite (ROIC) | 15,4 % | 14,5 % | 7,2 % | 3,5 % | 9,2 % |
| Free-Cashflow-Rendite | 4,9 % | 3,1 % | 1,6 % | 1,8 % | 2,4 % |
Wachstum
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Umsatz | +7,5 % | +11,6 % | +9,0 % | +10,1 % | +22,3 % |
| Bruttogewinn | +8,2 % | +15,4 % | +9,5 % | +9,0 % | +20,1 % |
| Operatives Ergebnis | +8,6 % | +110,2 % | +37,4 % | −34,7 % | +19,4 % |
| Nettogewinn | +1,2 % | +162,2 % | +100,1 % | −63,5 % | −13,6 % |
| Gewinn je Aktie | +3,4 % | +160,8 % | +100,6 % | −63,1 % | −14,1 % |
| Freier Cashflow | −1,4 % | +127,5 % | +17,2 % | −51,7 % | +13,2 % |
| Dividende je Aktie | +13,4 % | +7,9 % | +3,9 % | +14,5 % | +5,2 % |
Analysten
Einstufungen · Hold
- 0Stark kaufen
- 2Kaufen
- 4Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
227,33
Durchschnitt · −7,77 %
Schätzungen
| FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|
| Umsatz (Ø) | 2,67 Mrd. | 2,83 Mrd. | 2,99 Mrd. |
| Umsatz (Tief – Hoch) | 2,66 Mrd. – 2,69 Mrd. | 2,8 Mrd. – 2,85 Mrd. | 2,93 Mrd. – 3,04 Mrd. |
| Gewinn je Aktie (Ø) | 13,12 | 14,96 | 17,03 |
| Gewinn je Aktie (Tief – Hoch) | 12,58 – 13,49 | 14,03 – 15,95 | 15,36 – 19,19 |
| Analysten | 3 | 3 | 3 |
Letzte Änderungen
- BMO Capital13. Okt. 2026Outperform
- UBS7. Juli 2026Buy
- BMO Capital17. Feb. 2026Outperform
- UBS30. Okt. 2025Buy
- BMO Capital1. Aug. 2025Outperform
- BMO Capital21. Juli 2025Outperform
- BMO Capital12. Mai 2025Outperform
- BMO Capital3. März 2025Outperform
Quartalszahlen
Nächste Zahlen: 25. Feb. 2027| Okt. 2026 | Juli 2026 | Apr. 2026 | Feb. 2026 | Okt. 2025 | Juli 2025 | Apr. 2025 | Feb. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 3,04 | 2,83 | 2,41 | 2,36 | 2,34 | 2,21 | 2,06 | 2,06 |
| Gewinn je Aktie · Tatsächlich | 3,48 | 3,10 | 3,18 | 2,71 | 2,55 | 2,40 | 2,23 | 2,14 |
| Abweichung | +14,47 % | +9,54 % | +31,95 % | +14,83 % | +8,97 % | +8,60 % | +8,25 % | +3,88 % |
| Umsatz · Tatsächlich | 672,1 Mio. | 663,2 Mio. | 644,8 Mio. | 641,1 Mio. | 617,4 Mio. | 605,1 Mio. | 581,9 Mio. | 591 Mio. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 2. Okt. 2026 | 30. Okt. 2026 | 0,50 |
| 10. Juli 2026 | 31. Juli 2026 | 0,50 |
| 2. Apr. 2026 | 30. Apr. 2026 | 0,50 |
| 2. Jan. 2026 | 30. Jan. 2026 | 0,50 |
| 3. Okt. 2025 | 31. Okt. 2025 | 0,46 |
| 11. Juli 2025 | 31. Juli 2025 | 0,46 |
| 4. Apr. 2025 | 30. Apr. 2025 | 0,46 |
| 3. Jan. 2025 | 31. Jan. 2025 | 0,46 |
| 4. Okt. 2024 | 31. Okt. 2024 | 0,41 |
| 12. Juli 2024 | 31. Juli 2024 | 0,41 |
| 4. Apr. 2024 | 30. Apr. 2024 | 0,41 |
| 4. Jan. 2024 | 31. Jan. 2024 | 0,41 |
Aktiensplits
–
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 64,74 %
- Investoren mit 13F-Meldung
- 428
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Insider-Geschäfte
- Mansueto Joseph D5. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf78 Aktien · 244,96
- Mansueto Joseph D5. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf1896 Aktien · 246,13
- Mansueto Joseph D5. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf2932 Aktien · 246,91
- Mansueto Joseph D5. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf2248 Aktien · 247,77
- Mansueto Joseph D5. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf96 Aktien · 248,78
- Mansueto Joseph D2. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf344 Aktien · 227,57
- Mansueto Joseph D2. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf478 Aktien · 228,49
- Mansueto Joseph D2. Nov. 2026 · director, 10 percent owner, officer: Executive ChairmanVerkauf518 Aktien · 229,04
Vergleichbare Unternehmen
Über das Unternehmen
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
Führung
- Kunal KapoorChief Executive Officer & Director
- Michael HoltChief Financial Officer
- Thomas Mark IdzorekHead of Investment Methodology & Economic Research
- David W. WilliamsChief Design Officer
- Joseph D. MansuetoFounder & Executive Chairman of the Board
- Conan WiersemaChief Accounting Officer & Principal Accounting Officer
- CEO
- Kunal Kapoor
- Mitarbeitende
- 10.973
- Hauptsitz
- Chicago, IL, US
- Sektor
- Financial Services
- Branche
- Financial - Data & Stock Exchanges
- Börsengang
- 3. Mai 2005
- Website
- morningstar.com
Nachrichten
- The Motley Fool · 10. Nov., 9:46Morningstar vs. Nu: Which Financial Stock Is a Better Buy for 2027?
- Business Wire · 9. Nov., 9:00Lumonic, PitchBook's Portfolio Monitoring Platform, to Become PitchBook Lens
- Zacks Investment Research · 9. Nov., 7:21Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- Defense World · 7. Nov., 6:07Morningstar (NASDAQ:MORN) Chairman Sells $1,689,685.00 in Stock
- Defense World · 7. Nov., 6:07Insider Selling: Morningstar (NASDAQ:MORN) Chairman Sells $1,654,405.52 in Stock
- Defense World · 7. Nov., 5:05Morningstar (NASDAQ:MORN) Chairman Sells $1,689,685.00 in Stock
- Defense World · 7. Nov., 5:05Insider Selling: Morningstar (NASDAQ:MORN) Chairman Sells $1,654,405.52 in Stock
- Defense World · 7. Nov., 5:04Morningstar (NASDAQ:MORN) Chairman Sells $1,752,107.50 in Stock
- Seeking Alpha · 6. Nov., 3:15Allspring Growth Fund Q3 2026 Performers And Detractors
- The Motley Fool · 4. Nov., 7:39Interactive Brokers Group vs. Morningstar: Which Financial Stock Is a Better Buy for 2027?
Kurse mindestens 15 Minuten verzögert. Daten: Financial Modeling Prep. Keine Anlageberatung.