आपके बैज 52W रेंज $141–$229 48% of range विश्लेषक रेटिंग BUY 9 analysts मूल्य लक्ष्य $237 +29% upside P/E 17.4 ROE 32.0% शुद्ध लाभ मार्जिन 16.4%

MORN स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा

03
मूल्य $183.55
मार्केट कैप (MRQ) $6.89B
P/E (TTM) 17.4
EPS (TTM) $10.52
राजस्व (TTM) $2.57B
लाभांश प्रतिफल 1.1%
ROE (TTM) 32.0%
D/E ऋण/इक्विटी (MRQ) 1.7
52W रेंज $141–$229

MORN स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें

04
सीमा
बार

बार ग्रैन्युलैरिटी चयनित अवधि के अनुसार अनुकूलित होती है — बार के लिए ओपन/हाई/लो/क्लोज देखने के लिए चार्ट पर होवर करें।

Morningstar, Inc. - Common Stock के बारे में विकिपीडिया से कंपनी का अवलोकन

05 · wikidata

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.

With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry, and a positive or negative recommendation from Morningstar analysts can drive money into or away from any given fund. Through its asset management division, the firm currently manages over US$295 billion as of March 31, 2023.

The firm also provides software and data platforms for investment professionals, including "Morningstar Research Portal", "Morningstar Direct" and "Morningstar Advisor Workstation".

History

Founder Joe Mansueto initially had the idea for Morningstar in 1982 while reviewing mutual fund annual reports he had requested from several prominent fund managers. However, it was only after a year working as a stock analyst for Harris Associates, seeing the fund industry and potential competitors up close, that he was convinced that the opportunity was there. Morningstar was subsequently founded in 1984 from his one-bedroom Chicago apartment with an initial investment of US$80,000. The name Morningstar is taken from the last sentence in Walden, a book by Henry David Thoreau; "the sun is but a morning star".

In July 1999, Morningstar accepted an investment of US$91 million from SoftBank in return for a 20 percent stake in the company. The two companies had formed a joint venture in Japan the previous year.

Morningstar's initial public offering occurred on May 3, 2005, with 7,612,500 shares at $18.50 each. Morningstar went public by following in Google's footsteps and using the OpenIPO method, rather than the traditional method. This allowed individual investors to bid on the price of the stock via equal access.

In 2006, Morningstar acquired Ibbotson Associates, Inc., an investment research firm. In 2007, Morningstar acquired the mutual fund data business of S&P Global.

In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. In the same year, Morningstar acquired Old Broad Street Research Ltd. (OBSR), a UK-based provider of fund research, ratings and investment advisory services, for $18.3 million. After the acquisition, the company was renamed as Morningstar OBSR.

In 2014, Morningstar acquired ByAllAccounts, Inc., a provider of data aggregation technology for financial applications.

In 2016, Morningstar acquired remaining ownership of PitchBook Data for approximately $225 million. In September 2016, Morningstar announced that it had appointed Kunal Kapoor as chief executive officer, effective January 2017, with Mansueto becoming executive chairman at the same time.

In 2019, Morningstar acquired the world's fourth largest credit rating agency DBRS for $669 million. After the acquisition, DBRS merged with Morningstar’s credit rating business to form the Morningstar DBRS.

In 2020, Morningstar entered into an agreement to acquire Sustainalytics, a research and ratings firm specializing in environmental, social, and governance (ESG) insights. That same year, Morningstar agreed to acquire PlanPlus Global, a Canada-based financial planning and risk assessment software company.

In 2021, Morningstar announced it would acquire the UK and international (including Jersey, Hong Kong and Dubai) operations of the Australian wealth management platform Praemium (ASX: PPS) for £35 million. Later that year, Morningstar announced the acquisition of Moorgate Benchmarks, in an effort to grow its index services under Morningstar Indexes.

In 2022, Morningstar announced that it will acquire the S&P Global-owned Leveraged Commentary & Data (LCD), a company specializing in leveraged loan market data, for about $650 million.

Products and services

Morningstar offers a wide array of products and services to both retail and institutional investors.

Morningstar Investment Management

Through its investment management subsidiary, Morningstar currently has over US$265 billion in assets under advisement and management.

Morningstar Direct

Morningstar Direct is a software platform that provides data and analytics to help professional investment managers craft new products and portfolios.

Morningstar Office Cloud

Morningstar offers a single end-to-end cloud-based platform for investment advisors, known as Morningstar Office Cloud. The software allows financial advisors to manage their practice, gain access to data and research, analyze investments, and connect with investors.

Morningstar Investor

The firm offers retail and individual investors access to news, research, and stock, bond, and mutual fund analysis through its 'Morningstar Investor' subscription product. This product was previously known as Morningstar Premium.

Credit Ratings (NRSRO)

In 2010, Morningstar acquired Realpoint, LLC, a former division of private-equity giant Capmark Finance and a one-time nationally recognized statistical rating organization (NRSRO). The firm was rebranded as Morningstar Credit Ratings and competed with NRSROs such as S&P, Moody's Investors Service, and Fitch Ratings.

In 2019, Morningstar acquired NRSRO DBRS for $669 million.

Morningstar Research Portal

In 2022, Morningstar launched its newest research platform aimed at helping financial advisors utilize Morningstar's investment research and other tools to identify and select investments, monitor investment performance, and inform how they communicate with clients.

Influence and criticisms

Morningstar is considered powerful in the investment management industry, and the firm's ratings and recommendations often influence a fund's assets under management. The firm's "star" ratings are often used by fund managers in marketing materials, and positive star ratings bring a credibility to a fund's strategy. Morningstar's analysts and data are frequently quoted in outlets such as the New York Times, Wall Street Journal, and Financial Times.

In October 2017, the Wall Street Journal published a front-page feature story criticizing Morningstar's influence and questioned the predictive power of the firm's rating system. In response, Morningstar provided a quantitative analysis showing that higher-rated funds outperform lower-rated funds, but cautioned against using the ratings as a definitive marker of future performance.

Corporate identity

Morningstar's current logo was designed by graphic designer Paul Rand. The design features the "o" in Morningstar appearing as a rising sun, which is a nod to a Henry David Thoreau quote that inspired the company's name. Mansueto considers the logo "one of our most valuable assets".

Major offices

The firm is headquartered in Chicago, Illinois, with major regional offices in New York City, London, Paris, Sydney, Hong Kong, Toronto, Mumbai and other cities around the world. Morningstar maintained a technology operations center in Shenzhen for nearly two decades before closing in 2023 at a cost of $30 million, citing changes in the country's regulatory landscape.

स्रोत: विकिपीडिया (अंग्रेज़ी), CC BY-SA 4.0 · विकिपीडिया पर देखें ↗

Wikidata ↗

क्षेत्रFinancial Services उद्योगFinancial Services कर्मचारी10973 देशUS

10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान

06
राजस्व$2.45B
2016-12-31 → 2025-12-31
EPS$8.87
2016-12-31 → 2025-12-31
फ्री कैश फ्लो$443M
2016-12-31 → 2025-12-31
शुद्ध मार्जिन16.4%
2016-12-31 → 2025-12-31
मूल्यांकन और अनुपात 07–12

मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?

मेट्रिक 5Y रुझान MORN 5Y औसत सहकर्मी माध्यिका निर्णय
P/E (TTM) 17.45Y औसत ≈71.9 ≈71.9 23.5 अल्पमूल्यित
P/S (TTM) 2.75Y औसत ≈5.9 ≈5.9 4.1 अल्पमूल्यित
P/B (MRQ) 6.75Y औसत ≈8.6 ≈8.6 3.2 अति मूल्यांकित
EV / EBITDA 10.55Y औसत ≈26.1 ≈26.1 19.2 अल्पमूल्यित
मूल्य / FCF (TTM) 13.85Y औसत ≈42.1 ≈42.1 · ·
मूल्य / नकदी प्रवाह (TTM) 10.65Y औसत ≈28.3 ≈28.3 21.7 अल्पमूल्यित
EV / Revenue (EV / राजस्व) 3.15Y औसत ≈6.1 ≈6.1 · ·
EV / FCF 17.05Y औसत ≈43.8 ≈43.8 · ·
मूल्य / मूर्त पुस्तक (MRQ) 15.1 · · ·
PEG Ratio (PEG अनुपात) ≈1.5 · · ·

सहकर्मी माध्यिका को प्रति मीट्रिक मानकीकृत आधार पर गणना की जाती है और यह हमेशा इस स्टॉक के लिए दिखाए गए TTM/MRQ आधार से मेल नहीं खा सकती है।

मान · ≈ 5Y औसत · उद्योग माध्य · माध्य के सापेक्ष निर्णय

लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR

13
लाभांश यील्ड1.1%
भुगतान अनुपात20.5%
वार्षिक भुगतान≈$2.00तिमाही भुगतान
5Y लाभांश CAGR≈8.7%प्रति शेयर, विभाजन-समायोजित
विकास की लकीर≈14लाभांश वृद्धि के लगातार वर्ष
एक्स-डेटराशिमुद्रायील्ड
जुल 10, 2026$0.50USD≈1.2%
अप्र 2, 2026$0.50USD≈1.1%
जन 2, 2026$0.50USD≈0.89%
अक्ट 3, 2025$0.46USD≈0.80%
जुल 11, 2025$0.46USD≈0.60%
अप्र 4, 2025$0.46USD≈0.64%
जन 3, 2025$0.46USD≈0.50%
अक्ट 4, 2024$0.41USD≈0.51%
जुल 12, 2024$0.41USD≈0.52%
अप्र 4, 2024$0.41USD≈0.51%
जन 4, 2024$0.41USD≈0.56%
अक्ट 5, 2023$0.38USD≈0.65%
जुल 6, 2023$0.38USD≈0.77%
अप्र 5, 2023$0.38USD≈0.73%
जन 5, 2023$0.38USD≈0.68%
अक्ट 17, 2022$0.36USD≈0.65%
जून 30, 2022$0.36USD≈0.58%
मा 31, 2022$0.36USD≈0.49%
जन 6, 2022$0.36USD≈0.41%
अक्ट 18, 2021$0.32USD≈0.46%

Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि

14
औसत आश्चर्य 9.5%
अगली रिपोर्ट अक्ट 27, 2026
Periodरिपोर्टEPS ActualEPS अनुमानआश्चर्य
30 जून 2026 जुल 28, 2026 $3.10 $2.89 7.4%
31 मार्च 2026 $3.18 $2.71 17.2%
31 दिसमबर 2025 $2.71 $2.35 15.5%
30 सितमबर 2025 $2.55 $2.47 3.3%
30 जून 2025 $2.40 $2.24 7.2%
31 मार्च 2025 $2.23 $2.10 6.1%

पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह

15
आय विवरण 14
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Revenue $2.45B$2.28B$2.04B$1.87B$1.70B$1.39B$1.18B$1.02B$912M$799M$789M$760M
Cost of Revenue $953M$896M$844M$779M$698M$556M$483M$411M$387M$344M$330M$319M
SG&A Expense $334M$327M$356M$400M$318M$272M$211M$148M$130M$105M$107M$109M
Operating Expenses $1.94B$1.85B$1.81B$1.70B$1.44B$1.17B$989M$804M$742M$618M$598M$654M
Operating Income $527M$485M$231M$168M$257M$215M$190M$216M$170M$181M$191M$106M
Other Non-op $1M$-1M$14M$-7M$-4M$-6M$-3M$2M$-5M$6M$1M$100.0K
Pretax Income $496M$474M$174M$131M$250M$283M$198M$233M$181M$225M$194M$114M
Income Tax $122M$104M$33M$56M$63M$60M$46M$48M$43M$64M$63M$36M
Net Income $374M$370M$141M$70M$193M$224M$152M$183M$137M$161M$133M$78M
EPS (Basic) $8.93$8.64$3.31$1.65$4.50$5.22$3.56$4.30$3.21$3.74$3.00$1.75
EPS (Diluted) $8.87$8.58$3.29$1.64$4.45$5.18$3.52$4.25$3.18$3.72$3.00$1.74
Shares (Basic) 41,900,00042,800,00042,600,00042,600,00043,000,00042,900,00042,700,00042,600,00042,700,00043,000,00044,200,00044,700,000
Shares (Diluted) 42,200,00043,100,00042,900,00042,900,00043,400,00043,200,00043,200,00043,000,00043,000,00043,300,00044,300,00044,900,000
EBITDA $716M$675M$416M$334M$408M$355M$307M$312M$261M$252M$255M$160M
बैलेंस शीट 29
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Cash & Equivalents $474M$503M$338M$377M$484M$422M$334M$369M$308M$259M$207M$185M
Short-term Investments $54M$48M$51M$38M$62M$42M$33M$27M$45M$45M$42M$39M
Receivables $390M$358M$344M$308M$269M$205M$188M$172M$148M$146M$139M$137M
Prepaid Expense $42M$42M$35M$37M$31M$32M······
Other Current Assets $25M$11M$5M$11M$2M$6M$24M$17M$28M$22M$22M$30M
Current Assets $1.04B$1.01B$816M$811M$888M$730M$603M$602M$530M$472M$410M$391M
PP&E (Net) $232M$219M$208M$199M$172M$155M$155M$144M$147M$152M$134M$118M
PP&E (Gross) $1.13B$1.01B$922M$810M$701M$607M$532M$495M$432M$367M$304M$250M
Accum. Depreciation $900M$790M$714M$611M$529M$452M$377M$352M$285M$215M$170M$133M
Goodwill $1.61B$1.56B$1.58B$1.57B$1.21B$1.21B$1.04B$557M$565M$557M$364M$370M
Intangibles $379M$409M$484M$549M$328M$380M$333M$74M$95M$121M$74M$96M
Other Non-current Assets $12M$9M$9M$10M$12M$14M$12M$5M$6M$9M$11M$7M
Total Assets $3.59B$3.55B$3.40B$3.47B$2.86B$2.70B$2.37B$1.45B$1.41B$1.35B$1.03B$1.01B
Accounts Payable ······$59M·····
Short-term Debt $0·$32M$32M$0·$11M··$0$35M$30M
Current Liabilities $1.05B$967M$881M$882M$784M$626M$496M$363M$323M$295M$304M$294M
Capital Leases $147M$170M$151M$177M$136M$138M$139M$0····
Deferred Tax $27M$28M$36M$63M$102M$109M$95M$22M$24M$38M$20M$17M
Other Non-current Liabilities $14M$11M$9M$14M$14M$34M$11M$38M$21M$36M$30M$11M
Total Liabilities $2.37B$1.93B$2.08B$2.27B$1.45B$1.42B$1.29B$519M$601M$654M$388M$356M
Long-term Debt $1.07B$699M$940M$1.08B$359M$449M$513M$70M····
Total Debt $1.07B$699M$972M$1.11B$359M$449M$513M··$0$35M$30M
Common Stock $0$0$0$0$0$0$0$0$0$0$0$0
Retained Earnings $2.21B$1.91B$1.61B$1.53B$1.53B$1.39B$1.22B$1.11B$959M$862M$739M$642M
Treasury Stock $1.79B$994M$986M$987M$764M$767M$729M$727M$708M$668M$620M$524M
AOCI $-68M$-119M$-86M$-99M$-35M$-22M$-61M$-75M$-47M$-82M$-55M$-25M
Stockholders' Equity $1.22B$1.62B$1.33B$1.21B$1.42B$1.27B$1.08B$935M$805M$697M$641M$654M
Liabilities + Equity $3.59B$3.55B$3.40B$3.47B$2.86B$2.70B$2.37B$1.45B$1.41B$1.35B$1.03B$1.01B
Shares Outstanding 39,740,88142,869,38042,728,18242,480,05143,136,27342,898,15842,848,35942,624,11842,547,70742,932,99443,403,07644,345,763
नकदी प्रवाह 16
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
D&A $190M$190M$185M$167M$151M$140M$118M$97M$91M$71M$64M$55M
Stock-based Comp $56M$55M$53M$83M$42M$37M$44M$32M$24M$14M$17M$18M
Deferred Tax $-42M$-35M$-32M$-38M$-12M$-6M$-6M$-7M$-14M$5M$3M$3M
Amort. of Intangibles $60M$64M$70M$67M$62M$59M$36M$21M$24M$19M$22M$22M
Other Non-cash $12M$11M$-30M$15M$76M$-9M$26M$10M$12M$-37M$22M$-22M
Operating Cash Flow $590M$592M$316M$298M$450M$384M$334M$315M$250M$214M$242M$137M
CapEx $147M$143M$119M$130M$102M$77M$80M$76M$67M$63M$57M$58M
Investing Cash Flow $-139M$-21M$-82M$-799M$-168M$-124M$-746M$-50M$-61M$-274M$-80M$-31M
Net Debt Issued ······$-166M$-110M$-70M···
Stock Repurchased $787M$12M$1M$226M$1M$42M$5M$21M$42M$49M$97M$77M
Net Stock Activity $-787M$-12M$-1M$-226M$-1M$-42M$-5M$-21M$-42M$-49M$-97M$-77M
Dividends Paid $77M$69M$64M$62M$54M$51M$48M$43M$39M$38M$34M$30M
Financing Cash Flow $-515M$-384M$-278M$415M$-212M$-182M$374M$-189M$-158M$124M$-128M$-76M
Net Change in Cash $-28M$165M$-39M$-107M$61M$88M$-35M$61M$49M$52M$22M$17M
Taxes Paid $172M$116M$73M$75M$81M$58M$63M$67M$47M$58M$50M$30M
Free Cash Flow $443M$449M$197M$168M$348M$308M$254M$239M$184M$151M$182M$74M
लाभप्रदता 7
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Operating Margin 21.5%21.3%11.3%9.0%15.1%15.5%16.1%21.2%18.6%22.6%24.2%13.9%
Net Margin 15.3%16.3%6.9%3.8%11.4%16.1%12.9%17.9%15.0%20.2%16.8%10.3%
Pretax Margin 20.3%21.6%8.9%7.0%14.7%20.4%16.8%22.8%19.9%28.2%24.6%15.0%
EBITDA Margin 29.3%29.7%20.4%17.9%24.0%25.5%26.1%30.6%28.6%31.5%32.3%21.1%
ROA 10.5%10.6%4.1%2.2%7.0%8.8%8.0%12.8%9.9%13.5%13.0%7.6%
ROE 26.4%23.2%11.0%5.9%13.8%18.3%14.3%19.7%18.2%24.1%20.5%11.7%
ROIC 17.3%16.5%8.2%4.1%10.9%9.9%9.2%18.4%16.1%18.6%19.1%10.6%
तरलता और शोधन क्षमता 4
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Current Ratio 1.01.00.90.91.11.21.21.71.61.61.31.4
Quick Ratio 0.90.90.80.81.01.11.11.61.61.51.31.2
Debt / Equity 0.90.40.70.90.30.40.5··0.00.10.0
LT Debt / Equity 0.90.40.70.90.30.40.5·····
दक्षता 2
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Asset Turnover 0.70.70.60.60.60.50.60.70.70.70.80.7
Receivables Turnover 6.56.56.36.57.27.16.56.46.25.65.76.1
प्रति शेयर 7
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Book Value / Share $30.75$37.76$31.08$28.42$32.82$29.64$25.29$20.05$18.92$16.22$14.75$14.74
Revenue / Share $57.95$52.79$47.52$43.60$39.15$32.16$27.29$23.72$21.20$18.44$17.81$16.93
Cash Flow / Share $13.97$13.73$7.38$6.94$10.37$8.90$7.74$7.32$5.82$4.94$5.39$2.94
Cash / Share $11.94$11.73$7.91$8.87$11.22$9.85$7.80$7.92$7.24$6.04$4.77$4.18
Dividend / Share $1.87$1.67$1.53$1.46$1.31$1.22$1.14$1.03$0.94$0.89$0.79$0.70
Dividend Paid / Share $1.82$1.62$1.50$1.44$1.26$1.20$1.12$1.00$0.92$0.88$0.76$0.68
EPS (TTM) $8.87$8.58$3.29$1.64$4.45$5.18$3.52$4.25$3.18$3.72$3.00$1.74
विकास दरें 10
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Revenue YoY 7.5%11.6%9.0%10.1%22.3%·······
Revenue CAGR 3Y 9.3%10.2%13.6%·········
Revenue CAGR 5Y 12.0%···········
EPS YoY 3.4%160.8%100.6%-63.1%-14.1%·······
EPS CAGR 3Y 75.5%24.5%-14.0%·········
EPS CAGR 5Y 11.4%···········
Net Income YoY 1.2%162.2%100.1%-63.5%-13.6%·······
Net Income CAGR 3Y 74.4%24.1%-14.2%·········
Net Income CAGR 5Y 10.8%···········
Dividends Paid CAGR 5Y 8.4%···········
मूल्यांकन (TTM) 16
मेट्रिक रुझान 202520242023202220212020201920182017201620152014
Revenue TTM $2.45B$2.28B$2.04B$1.87B$1.70B$1.39B$1.18B$1.02B$912M$799M$789M$760M
Net Income TTM $374M$370M$141M$70M$193M$224M$152M$183M$137M$161M$133M$78M
Market Cap $8.64B$14.44B$12.23B$9.20B$14.75B$9.93B$6.48B$5.12B$4.13B$3.16B$3.49B$2.87B
Enterprise Value $9.18B$14.58B$12.81B$9.90B$14.57B$9.92B$6.63B··$2.85B$3.28B$2.68B
P/E 24.539.287.0132.176.944.743.025.830.519.826.837.2
P/S 3.56.36.04.98.77.15.55.04.54.04.43.8
P/B 7.18.99.27.610.47.86.05.55.14.55.54.4
P / Cash Flow 14.624.438.730.932.825.819.416.316.514.814.621.7
P / FCF 19.532.262.054.742.432.325.521.522.520.919.238.8
EV / EBITDA 12.821.630.829.635.728.021.6··11.312.816.7
EV / FCF 20.732.564.958.841.832.226.1··18.918.036.2
EV / Revenue 3.86.46.35.38.67.15.6··3.64.23.5
Dividend Yield 0.89%0.48%0.52%0.67%0.37%0.52%0.74%0.83%0.95%1.2%0.97%1.1%
Earnings Yield 4.1%2.5%1.1%0.76%1.3%2.2%2.3%3.9%3.3%5.1%3.7%2.7%
Payout Ratio 20.5%18.7%45.3%87.2%28.0%23.0%31.4%23.3%28.7%23.5%25.4%39.0%
Annual Payout $77M$69M$64M$62M$54M$51M$48M$43M$39M$38M$34M$30M

सबसे हाल की अवधि बाईं ओर · शून्य मान इस प्रकार दिखाए गए हैं ·

वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष

16
मेट्रिक 2025-12-312024-12-312023-12-312022-12-312021-12-31
राजस्व $2.45B $2.28B $2.04B $1.87B $1.70B
परिचालन मार्जिन % 21.5% 21.3% 11.3% 9.0% 15.1%
शुद्ध आय $374M $370M $141M $70M $193M
तनुकरणित EPS $8.87 $8.58 $3.29 $1.64 $4.45

संस्थागत मालिक (13F) 451 फाइलर्स · $4.4B कुल · तिथि अनुसार 30 सितमबर 2026

17

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

धारक 451
धारित मूल्य $4.4B
नई स्थितियाँ 67
बाहर निकली पोजीशन 88
संस्थागत गतिविधि — Q2 2026 बनाम पिछली तिमाही
नई स्थितियाँ बाहर निकली पोजीशन बढ़ाया घटा हुआ शुद्ध शेयर परिवर्तन
67 (-9 पिछली तिमाही की तुलना में) 88 (-1 पिछली तिमाही की तुलना में) 131 (-30 पिछली तिमाही की तुलना में) 172 (+2 पिछली तिमाही की तुलना में) +991K

Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
BAMCO INC /NY/ $545936759 3499146 12.37% शेयर
VANGUARD GROUP INC $515973040 2374364 11.69% शेयर
BlackRock, Inc. $324792409 2081736 7.36% शेयर
WELLINGTON MANAGEMENT GROUP LLP $232943633 1493037 5.28% शेयर
MORGAN STANLEY $231555301 1484135 5.25% शेयर
AQR CAPITAL MANAGEMENT LLC $203510622 1304388 4.61% शेयर
VANGUARD PORTFOLIO MANAGEMENT LLC $148230702 950075 3.36% शेयर
VANGUARD CAPITAL MANAGEMENT LLC $139545224 894406 3.16% शेयर
STATE STREET CORP $111784117 716473 2.53% शेयर
GEODE CAPITAL MANAGEMENT, LLC $90244525 578315 2.04% शेयर
DIMENSIONAL FUND ADVISORS LP $87661437 561857 1.99% शेयर
LOS ANGELES CAPITAL MANAGEMENT LLC $87052139 557955 1.97% शेयर
TWO SIGMA ADVISERS, LP $76971202 354200 1.74% शेयर
TWO SIGMA INVESTMENTS, LP $75552529 484249 1.71% शेयर
JANE STREET GROUP, LLC $67291582 431301 1.52% शेयर
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $65644167 420742 1.49% शेयर
KENSICO CAPITAL MANAGEMENT CORP $44325282 284100 1.00% शेयर
Invesco Ltd. $40453958 259287 0.92% शेयर
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $37936294 244324 0.86% शेयर
RENAISSANCE TECHNOLOGIES LLC $37252895 238770 0.84% शेयर
JPMORGAN CHASE & CO $36977594 236316 0.84% शेयर
Bank of New York Mellon Corp $36271609 232481 0.82% शेयर
Copeland Capital Management, LLC $35813765 229546 0.81% शेयर
UBS Group AG $32619882 209075 0.74% शेयर
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $32161339 206136 0.73% शेयर
Quantinno Capital Management LP $31706536 203220 0.72% शेयर
BANK OF AMERICA CORP /DE/ $30051078 192610 0.68% शेयर
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $29828060 191181 0.68% शेयर
CONFLUENCE INVESTMENT MANAGEMENT LLC $28388671 149383 0.64% शेयर
FMR LLC $28234611 180968 0.64% शेयर
GOLDMAN SACHS GROUP INC $27956307 179184 0.63% शेयर
NORTHERN TRUST CORP $26510762 169919 0.60% शेयर
MILLENNIUM MANAGEMENT LLC $25371972 162620 0.57% शेयर
VOLORIDGE INVESTMENT MANAGEMENT, LLC $25286629 162073 0.57% शेयर
Brookfield Corp /ON/ $24462688 156792 0.55% शेयर
NORGES BANK $24290130 155686 0.55% शेयर
NORDEA INVESTMENT MANAGEMENT AB $22921041 147892 0.52% शेयर
ROYCE & ASSOCIATES LP $22622276 144996 0.51% शेयर
Gotham Asset Management, LLC $22201490 142299 0.50% शेयर
VANGUARD FIDUCIARY TRUST CO $21355706 136878 0.48% शेयर
AMERIPRISE FINANCIAL INC $21354805 136872 0.48% शेयर
Cubist Systematic Strategies, LLC $21057591 90762 0.48% शेयर
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $19431069 124542 0.44% शेयर
ENVESTNET ASSET MANAGEMENT INC $18464523 118347 0.42% शेयर
AMERICAN CAPITAL MANAGEMENT INC $17934031 114947 0.41% शेयर
SEI INVESTMENTS CO $17595242 112779 0.40% शेयर
Crawford Fund Management, LLC $17084191 109500 0.39% शेयर
DF DENT & CO INC $16596453 106374 0.38% शेयर
JANUS HENDERSON GROUP PLC $15198646 89885 0.34% शेयर
PRINCIPAL FINANCIAL GROUP INC $11881860 76156 0.27% शेयर

सभी 451 संस्थागत मालिक दिखाएँ →

कंपनी के अंदरूनी सूत्र 47 इनसाइडर्स · 7 अधिकारी · 9 निदेशक

19
अंदरूनी भूमिका अंतिम गतिविधि शेयरों का स्वामित्व खरीद 12m बिक्री 12m नेट 12m
Kunal Kapoor CEO 15 मई 2026 A 151275 0 0 $0
Michael Holt Chief Financial Officer 1 सितमबर 2026 F 12272 1 1 $141756
Conan Wiersema CAO & PAO 1 सितमबर 2026 F 3068 0 0 $0
Joseph D Mansueto Executive Chairman 24 अगस्त 2026 S 7938192 0 255 $-75756101
Daniel Joseph Dunn Chief Revenue Officer 15 नवमबर 2025 M 14851 0 0 $0
Kimberly J Mcgarry Chief Accounting Officer 17 नवमबर 2023 F 2307 0 0 $0
Bevin Desmond Chief Talent & Culture Officer 17 नवमबर 2022 M 24774 0 0 $0
William M Lyons निदेशक 3 अगस्त 2026 S 12904 0 2 $-324300
Doniel Sutton निदेशक 15 मई 2026 A 4970 0 0 $0
Robin Diamonte निदेशक 15 मई 2026 A 11338 0 0 $0
Anne L Bramman निदेशक 15 मई 2026 A 1505 0 0 $0
Caroline J Tsay निदेशक 15 मई 2026 A 4889 0 1 $-131088
Cheryl A Francis निदेशक 15 मई 2026 A 36934 0 0 $0
Stephen Joynt निदेशक 15 मई 2026 A 6282 0 0 $0
Daniel Mansueto 10% मालिक 30 सितमबर 2026 J 3196048 0 0 $0
SoftBank Group Corp. 10% मालिक 6 मई 2005 S 0 0 0 $0
Steven N Kaplan · 15 मई 2026 A 43080 0 0 $0
Gail S Landis · 15 मई 2025 A 6069 0 0 $0
Jason Dubinsky · 13 दिसमबर 2024 S 17304 0 0 $0
Jack Noonan · 15 मई 2020 A 8359 0 0 $0
Tricia Rothschild · 15 नवमबर 2019 A 9666 0 0 $0
Patrick J Maloney · 15 नवमबर 2019 A 3103 0 0 $0
Daniel Needham · 15 नवमबर 2019 A 24533 0 0 $0
Haywood Kelly · 15 नवमबर 2019 A 17575 0 0 $0
Hugh J Zentmyer · 15 मई 2019 A 20157 0 0 $0
Robert B Pinkerton · 15 नवमबर 2016 F 2717 0 0 $0
Stephane Biehler · 15 नवमबर 2016 F 18052 0 0 $0
Catherine Gillis Odelbo · 28 अक्टूबर 2016 A 228539 0 0 $0
James Tanner · 15 मई 2016 F 5758 0 0 $0
Paul W Sturm · 15 मई 2016 A 46656 0 0 $0
Donald James Phillips II · 15 मई 2016 A 160187 0 0 $0
David W Williams · 15 मई 2016 F 43605 0 0 $0
Gregory R Goff · 15 नवमबर 2015 F 18161 0 0 $0
Richard E Robbins · 31 जुलाई 2015 A 24658 0 0 $0
Thomas Idzorek · 30 जनवरी 2015 A 27533 0 0 $0
Christopher P Boruff · 31 जनवरी 2014 A 54657 0 0 $0
Richard Scott Cooley · 31 अक्टूबर 2013 A 28500 0 0 $0
Peng Chen · 15 मई 2012 A 36006 0 0 $0
Elizabeth Kirscher · 15 मई 2012 F 45451 0 0 $0
Tao Huang · 31 जनवरी 2011 M 476096 0 0 $0
Patrick J Reinkemeyer · 10 नवमबर 2010 M 66717 0 0 $0
Frank S Ptak · 15 मई 2009 A 9416 0 0 $0
John A Rekenthaler · 15 मई 2008 A 157375 0 0 $0
Timothy K Armour · 13 फ़रवरी 2008 M 450229 0 0 $0
Arthur J Lutschaunig · 10 जुलाई 2007 D 1273 0 0 $0
Martha Dustin Boudos · 10 जुलाई 2007 M 41066 0 0 $0
Michael C Henkel · 15 मई 2006 A 11243 0 0 $0

SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S

ईटीएफ स्वामित्व 74 ETFs द्वारा धारित

20

वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।

फंड भार इकाइयाँ तिथि अनुसार स्रोत
SMLL · Harbor ETF Trust 4.43% 3219 NS 31 जुलाई 2026 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 1.54% 40133 SH 2 अक्टूबर 2026 दैनिक
FXO · First Trust Exchange-Traded AlphaDE… 1.48% 86820 NS 31 जुलाई 2026 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 0.61% 172378 SH 2 अक्टूबर 2026 दैनिक
MCOW · Pacer Funds Trust 0.45% 25 NS 31 जुलाई 2026 N-PORT
JMID · Janus Detroit Street Trust 0.40% 489 NS 31 जुलाई 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.30% 2797 NS 31 जुलाई 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0.20% 5883 NS 31 जुलाई 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.16% 22624 SH 2 अक्टूबर 2026 दैनिक
IQSM · New York Life Investments ETF Trust 0.15% 2623 NS 31 जुलाई 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.15% 3246 SH 2 अक्टूबर 2026 दैनिक
DFAS · Dimensional ETF Trust 0.13% 105177 NS 31 जुलाई 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.13% 11139 SH 2 अक्टूबर 2026 दैनिक
PTMC · Pacer Funds Trust 0.12% 2421 NS 31 जुलाई 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.10% 6780 SH 2 अक्टूबर 2026 दैनिक
IVOV · VANGUARD ADMIRAL FUNDS 0.10% 9662 SH 19 अगस्त 2026 दैनिक
MIDU · Direxion Shares ETF Trust 0.09% 324 NS 31 जुलाई 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.09% 35595 SH 19 अगस्त 2026 दैनिक
IVOG · VANGUARD ADMIRAL FUNDS 0.09% 10664 SH 19 अगस्त 2026 दैनिक
BKMC · BNY Mellon ETF Trust 0.09% 2944 NS 31 जुलाई 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.08% 8934 NS 31 जुलाई 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.08% 250133 SH 19 अगस्त 2026 दैनिक
ISCG · iShares Trust 0.07% 3470 SH 11 सितमबर 2026 दैनिक
ESML · iShares Trust 0.07% 10069 SH 11 सितमबर 2026 दैनिक
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 2729 SH 2 अक्टूबर 2026 दैनिक
IYG · iShares Trust 0.06% 6773 SH 11 सितमबर 2026 दैनिक
FAD · First Trust Exchange-Traded AlphaDE… 0.06% 1766 NS 31 जुलाई 2026 N-PORT
IYF · iShares Trust 0.06% 13164 SH 11 सितमबर 2026 दैनिक
SMMD · iShares Trust 0.05% 10588 SH 11 सितमबर 2026 दैनिक
FBUF · Fidelity Greenwood Street Trust 0.05% 57 NS 31 जुलाई 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0.04% 494 NS 31 जुलाई 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.04% 5312 NS 31 जुलाई 2026 N-PORT
DXUV · Dimensional ETF Trust 0.04% 1213 NS 31 जुलाई 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.04% 253193 SH 19 अगस्त 2026 दैनिक
VB · VANGUARD INDEX FUNDS 0.04% 434578 SH 19 अगस्त 2026 दैनिक
VFH · VANGUARD WORLD FUND 0.04% 32898 SH 19 अगस्त 2026 दैनिक
REVS · Columbia ETF Trust I 0.04% 679 NS 31 जुलाई 2026 N-PORT
WSML · iShares Trust 0.04% 1249 SH 11 सितमबर 2026 दैनिक
IWS · iShares Trust 0.03% 27001 SH 11 सितमबर 2026 दैनिक
FHEQ · Fidelity Greenwood Street Trust 0.03% 1472 NS 31 जुलाई 2026 N-PORT
DIVB · iShares Trust 0.03% 3011 SH 11 सितमबर 2026 दैनिक
IWR · iShares Trust 0.03% 80328 SH 11 सितमबर 2026 दैनिक
PFM · Invesco Exchange-Traded Fund Trust 0.03% 1082 SH 2 अक्टूबर 2026 दैनिक
RECS · Columbia ETF Trust I 0.02% 6390 NS 31 जुलाई 2026 N-PORT
DFSU · Dimensional ETF Trust 0.02% 1779 NS 31 जुलाई 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 3534 SH 2 अक्टूबर 2026 दैनिक
DGRO · iShares Trust 0.01% 24574 SH 11 सितमबर 2026 दैनिक
DFAC · Dimensional ETF Trust 0.01% 25580 NS 31 जुलाई 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.01% 124613 SH 19 अगस्त 2026 दैनिक
VONV · VANGUARD SCOTTSDALE FUNDS 0.01% 10963 SH 19 अगस्त 2026 दैनिक
IWD · iShares Trust 0.01% 40362 SH 11 सितमबर 2026 दैनिक
IWP · iShares Trust 0.01% 7124 SH 11 सितमबर 2026 दैनिक
IUSV · iShares Trust 0.01% 10224 SH 11 सितमबर 2026 दैनिक
IYY · iShares Trust 0.01% 1018 SH 11 सितमबर 2026 दैनिक
DFAU · Dimensional ETF Trust 0.01% 4068 NS 31 जुलाई 2026 N-PORT
IWV · iShares Trust 0.01% 6452 SH 11 सितमबर 2026 दैनिक
ITOT · iShares Trust 0.01% 29181 SH 11 सितमबर 2026 दैनिक
IWB · iShares Trust 0.01% 13423 SH 11 सितमबर 2026 दैनिक
IUSG · iShares Trust 0.01% 9007 SH 11 सितमबर 2026 दैनिक
DFUS · Dimensional ETF Trust 0.00% 4895 NS 31 जुलाई 2026 N-PORT
TILT · FlexShares Trust 0.00% 474 NS 31 जुलाई 2026 N-PORT
IWF · iShares Trust 0.00% 4869 SH 2 सितमबर 2026 दैनिक
VTI · VANGUARD INDEX FUNDS 0.00% 604273 SH 19 अगस्त 2026 दैनिक
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 16572 SH 19 अगस्त 2026 दैनिक
VONE · VANGUARD SCOTTSDALE FUNDS 0.00% 3178 SH 19 अगस्त 2026 दैनिक
VONG · VANGUARD SCOTTSDALE FUNDS 0.00% 2021 SH 19 अगस्त 2026 दैनिक
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1644 SH 19 अगस्त 2026 दैनिक
IJH · iShares Trust · 773705 SH 11 सितमबर 2026 दैनिक
IJK · iShares Trust · 62738 SH 11 सितमबर 2026 दैनिक
IJJ · iShares Trust · 57423 SH 21 अगस्त 2026 दैनिक
IAI · iShares Trust · 27197 SH 11 सितमबर 2026 दैनिक
ISCB · iShares Trust · 916 SH 11 सितमबर 2026 दैनिक
ISCV · iShares Trust · 2128 SH 11 सितमबर 2026 दैनिक
SMLF · iShares Trust · 21839 SH 11 सितमबर 2026 दैनिक

MORN विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड

21
रेटिंग · 9 विश्लेषक खरीदें
मध्यिका लक्ष्य $230.00 +25.3%
2 22.2% मजबूत खरीद
5 55.6% खरीदें
2 22.2% होल्ड
0 0.0% बेचें
0 0.0% मजबूत बिक्री

12-महीने का मूल्य लक्ष्य

3 विश्लेषक · 2026-09-30

माध्य लक्ष्य $236.67 +28.9%

← सभी लक्ष्यों से नीचे वर्तमान मूल्य $183.55
निम्न$220.00 माध्य$236.67 उच्च$260.00

सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी

22

वित्तीय वर्ष के आधार पर, प्रत्येक कंपनी के पिछले वित्तीय वर्ष के अंत के बंद भाव के अनुसार कीमतें।

टिकर मार्केट कैप P/E राजस्व YoY शुद्ध मार्जिन ROE सकल मार्जिन
MORN $8.64B 24.5 7.5% 15.3% 26.4% ·
COIN $60.57B 50.8 9.4% 17.5% 9.4% ·
MSCI $42.21B 36.6 9.8% 38.4% -67.9% ·
CBOE · · 15.1% 23.3% 22.4% 51.5%
TW $25.32B 28.4 18.9% 39.6% 13.2% ·
FDS $14.05B 24.0 5.4% 25.7% 28.1% ·
MKTX $6.48B 27.3 3.6% 29.1% 19.5% ·
MIAX $3.80B -44.4 19.7% -5.1% -10.8% 31.6%
DFIN $1.20B 40.6 -1.9% 4.2% 8.0% ·
GEMI $1.17B -0.6 26.3% -324.6% 220.5% ·

ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां

23

ट्रेडिंग सिग्नल प्रवेश मूल्य और जोखिम/इनाम अनुपात के साथ हालिया खरीद/बिक्री संकेत

25

अभी कोई खुला सिग्नल नहीं — कोई कार्ड भरा नहीं है, और यह ईमानदार है।

मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ

26

उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर फुल फंडामेंटल्स में किसी भी पंक्ति के बगल में + पर क्लिक करें।

आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।

स्रोत: SEC 10-Q जुल 29, 2026 को फाइल किया गया