Morningstar, Inc. (MORN): are the analysts right?

Morningstar, Inc. · Financials · ref. ETF XLF · 16 calls · price $154.74

What the company does: Morningstar fournit des analyses et conseils d'investissement indépendants à des investisseurs mondialement.

📈 1-year price

$170.96-43.7% over range

Jul 8, 25low $141.84 · high $303.79Jul 7, 26

📏 Click 2 points (left → right) to measure the change · click again to clear.

SellBuy

Buy

100% recommend buying · 1 analysts

🎯 Analyst price target on MORN

High target · 1 analyst$193+24.7%

Median target · 1 analyst$193+24.7%

Low target · 1 analyst$193+24.7%

Current price$154.74

🗳️ The analyst consensus

Analyst breakdown · 1 (6 months)

Strong Buy0%

Buy100%

Hold0%

Sell0%

Strong Sell0%

💰 Morningstar, Inc. dividend

1.18%annual yield

That's ~$1.91 per share per year.

✅ Historical analyst reliability on MORN

Most reliable analysts on MORN (% profitable · 365j · ≥2 calls)

BMO Capital ↗ 0% -29.4% 4

📊 What $1,000 invested in Morningstar, Inc. would be worth

In short — $1,000 invested in Morningstar, Inc. 10 years ago would be worth $1,940 today, i.e. +7%/yr on average. Best year: 2020 (+53%), worst: 2022 (-37%). Price performance, excluding dividends.

If I'd invested $1,000 in Morningstar, Inc.

Investment	Worth today	Gain
1 years ago	$463	-54%
3 years ago	$720	-28%
5 years ago	$674	-33%
10 years ago	$1,940	+94%
since inception (2005)	$5,542	+454%

Return by year (Morningstar, Inc.)

Year	Return	$1,000 invested at year start
2026 (YTD)	-28%	$718 (-28%)
2025	-35%	$463 (-54%)
2024	+18%	$545 (-45%)
2023	+32%	$720 (-28%)
2022	-37%	$456 (-54%)
2021	+48%	$674 (-33%)
2020	+53%	$1,031 (+3%)
2019	+38%	$1,420 (+42%)
2018	+13%	$1,609 (+61%)
2017	+32%	$2,121 (+112%)
2016	-9%	$1,940 (+94%)

⚠️ Past performance, not predictive nor advice. Prices in $, excluding dividends. Yahoo Finance data.

🔎 Detailed analyses

👥 Analysts & forecasts 📊 Returns & performance 💰 Dividend

📈 Fundamentals, technical momentum and live news will show here on the final site (loaded live from the same origin as the API).

📋 All analyst calls on MORN

BMO Capital ↗

Feb 17, 26

▲ Outperform · 🎯$193

Price at call : $162.75 — upside +19%

Today : $154.74 — upside +25%

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

in progress (365j)
matures : Feb 17, 27

UBS ↗

Oct 30, 25

▲ Buy · 🎯$320

Price at call : $212.3 — upside +51%

Today : $154.74 — upside +107%

🎯 on MORN : 0% (1 call matured) · 📊 on Finance : 49.5% · -0.1% (111 calls)

in progress (365j)
matures : Oct 30, 26

BMO Capital ↗

Aug 1, 25

▲ Outperform · 🎯$325

Price at call : $270.4 — upside +20%

Today : $154.74 — upside +110%

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

in progress (365j)
matures : Aug 1, 26

BMO Capital ↗

Jul 21, 25

▲ Outperform · 🎯$343

Price at call : $277.04 — upside +24%

Today : $154.74 — upside +122%

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

in progress (365j)
matures : Jul 21, 26

BMO Capital ↗

May 12, 25

▲ Outperform · 🎯$355

Price at call : $307.49 — upside +15%

Today : $154.74 — upside +129%

Expected +15% · Actual -46% · Reason (≥ +15%) : ✗ No

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

-45.9%

stock -46% · XLF -0%

BMO Capital ↗

Mar 3, 25

▲ Outperform · 🎯$370

Price at call : $307 — upside +21%

Today : $154.74 — upside +139%

Expected +21% · Actual -41% · Reason (≥ +15%) : ✗ No

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

-40.6%

stock -41% · XLF -1%

Redburn Atlantic

Oct 9, 24

■ Neutral neutral · not a buy · 🎯$340

Price at call : $334.09 — gap to target +2%

Today : $154.74 — gap to target +120%

🎯 on MORN : 100% (1 call matured) · 📊 unranked overall

in progress (365j)
matures : Oct 9, 25

UBS ↗

Oct 8, 24

▲ Buy · 🎯$390

Price at call : $335.31 — upside +16%

Today : $154.74 — upside +152%

Expected +16% · Actual -32% · Reason (≥ +15%) : ✗ No

🎯 on MORN : 0% (1 call matured) · 📊 on Finance : 49.5% · -0.1% (111 calls)

-32.3%

stock -32% · XLF +17%

BMO Capital ↗

Aug 28, 24

▲ Outperform · 🎯$352

Price at call : $311.6 — upside +13%

Today : $154.74 — upside +127%

Expected +13% · Actual -16% · Reason (≥ +15%) : ✗ No

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

-15.8%

stock -16% · XLF +19%

BMO Capital ↗

Aug 12, 24

▲ Outperform · 🎯$352

Price at call : $305.47 — upside +15%

Today : $154.74 — upside +127%

Expected +15% · Actual -15% · Reason (≥ +15%) : ✗ No

🎯 on MORN : 0% (4 calls matureds) · 📊 on Finance : 21.7% · -9.7% (46 calls)

-15.4%

stock -15% · XLF +24%

Redburn Atlantic

Oct 30, 23

▲ Buy · 🎯$320

Price at call : $251.32 — upside +27%

Today : $154.74 — upside +107%

Expected +27% · Actual +33% · Reason (≥ +15%) : ✓ Yes

🎯 on MORN : 100% (1 call matured) · 📊 unranked overall

+32.6%

stock +33% · XLF +47%

Redburn Partners

Jan 11, 23

■ Neutral neutral · not a buy

🎯 on MORN : 100% (1 call matured) · 📊 unranked overall

in progress (365j)
matures : Jan 11, 24

Redburn Partners

Sep 20, 22

▲ Buy

Actual +12% · Reason (≥ +15%) : ✗ No

🎯 on MORN : 100% (1 call matured) · 📊 unranked overall

+11.6%

stock +12% · XLF +5%

Keefe, Bruyette & Woods ↗

Apr 23, 15

■ Market Perform neutral · not a buy · 🎯$75

Price at call : $75.75 — gap to target -1%

Today : $154.74 — gap to target -52%

🎯 on MORN : no call matured yet · 📊 on Finance : 45.5% · -0.9% (266 calls)

in progress (365j)
matures : Apr 22, 16

Keefe, Bruyette & Woods ↗

Feb 12, 15

■ Market Perform neutral · not a buy · 🎯$73

Price at call : $76.08 — gap to target -4%

Today : $154.74 — gap to target -53%

🎯 on MORN : no call matured yet · 📊 on Finance : 45.5% · -0.9% (266 calls)

in progress (365j)
matures : Feb 12, 16

Keefe, Bruyette & Woods ↗

Nov 6, 13

■ Market Perform neutral · not a buy · 🎯$91

Price at call : $80.4 — gap to target +13%

Today : $154.74 — gap to target -41%

🎯 on MORN : no call matured yet · 📊 on Finance : 45.5% · -0.9% (266 calls)

in progress (365j)
matures : Nov 6, 14