MORN
Morningstar IncNASDAQ
Financial Services • Financial Data & Stock Exchanges
Updated 1 day ago
Coverage limited
Factor tilt: Anti-Value Mid Cap
$204.37+0.03%
Close Oct 13, 2026
- Market cap
- $7.77B
- 1 month
- +1.4%
- 3 months
- +20.8%
- 1 year
- -9.3%
- 52-week range
- $141.84$225.07
- Dividend, last 12 mo
- $2.00 · 0.98% yield
- Last ex-date
- Oct 2, 2026 · $0.50
- Dividend growth
- 4 years in a row
- Short interest
- 7.4% of float1.4M shares · settled Sep 30, 2026 · -0.7% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $2.57B
- Net income
- $421.6M
- Free cash flow
- —
- Book value
- $1.02B
- Total debt
- —
- P/E
- 18.4×
- Price / sales
- 3×
- Price / book
- 7.6×
- FCF yield
- —
- Net margin
- +16.4%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: LOW
40 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: accumulating (light)
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Sentiment: bearish
Last trade: sell 51 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
418 filers reported a long position in MORN for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BAMCO INC /NY/ | $545.9M | 3.5M | +360.7% |
| BlackRock, Inc. | $324.8M | 2.1M | -11% |
| WELLINGTON MANAGEMENT GROUP LLP | $232.9M | 1.5M | -10.2% |
| MORGAN STANLEY | $231.6M | 1.5M | -14.2% |
| AQR CAPITAL MANAGEMENT LLC | $203.5M | 1.3M | +109.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $148.2M | 950.1K | -9.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | $139.5M | 894.4K | -9.6% |
| STATE STREET CORP | $111.8M | 716.5K | -2.6% |
| GEODE CAPITAL MANAGEMENT, LLC | $90.2M | 578.3K | -3.5% |
| DIMENSIONAL FUND ADVISORS LP | $87.7M | 561.9K | +8.5% |
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