Informazioni su Morningstar, Inc. - Common Stock Panoramica della società da Wikipedia

Morningstar è un'azienda statunitense. Ha sede a Chicago ed è quotata in borsa valori su New York. Lavora nel settore finanziario e si occupa di redigere studi su prodotti di investimento e altre aziende, mediante i propri analisti finanziari.

Morningstar è un'azienda statunitense. Ha sede a Chicago ed è quotata in borsa valori su New York. Lavora nel settore finanziario e si occupa di redigere studi su prodotti di investimento e altre aziende, mediante i propri analisti finanziari.

## Descrizione

È conosciuta dal pubblico grazie all'omonimo sito, aggiornato in numerose lingue e supportato da uno staff locale.

Le analisi che vengono condotte riguardano innumerevoli, ma non tutti, fondi comuni di investimento, ETF, azioni, eccetera. Il sito è consultabile liberamente, ma è prevista un'iscrizione di base che rimane gratuita per certi servizi e a pagamento tramite apposito abbonamento per altri.

Essa è proprietaria anche dell'agenzia di rating DBRS.

Fonte: Wikipedia, CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

MORN Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo

$218.31

Capitalizzazione di Mercato

$8.30B

P/E (TTM)

23.6

EPS (TTM)

$8.87

Ricavi (TTM)

$2.45B

Rendimento div.

0.93%

ROE

26.4%

D/E Debito/Patrimonio

0.9

Intervallo 52 sett.

$141 – $266

MORN Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto $2.45B

2016-12-31 → 2025-12-31

EPS $8.87

2016-12-31 → 2025-12-31

Flusso di cassa libero $443M

2016-12-31 → 2025-12-31

Margini 15.3%

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica

Tendenza 5 anni

MORN

Mediana dei peer

P/E (TTM)

23.6

22.9

P/S (TTM)

3.4

3.0

P/B

6.8

4.8

EV / EBITDA

12.3

—

Price / FCF (Prezzo / FCF)

18.8

—

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica

Tendenza 5 anni

MORN

Mediana dei peer

Operating Margin (Margine Operativo)

21.5%

—

Net Profit Margin (Margine di Profitto Netto)

15.3%

4.5%

ROA

10.5%

4.2%

ROE

26.4%

16.4%

ROIC

17.3%

—

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica

Tendenza 5 anni

MORN

Mediana dei peer

Debt / Equity (Debito / Patrimonio Netto)

0.9

0.0

Current Ratio (Rapporto corrente)

1.0

1.6

Quick Ratio

0.9

—

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica

Tendenza 5 anni

MORN

Mediana dei peer

Revenue YoY (Ricavi YoY)

7.5%

—

Revenue CAGR 3Y (CAGR Ricavi 3Y)

9.3%

—

Revenue CAGR 5Y (CAGR Ricavi 5Y)

12.0%

—

EPS YoY

3.4%

—

Net Income YoY (Utile Netto YoY)

1.2%

—

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica

Tendenza 5 anni

MORN

Mediana dei peer

EPS (Diluted) (EPS (Diluito))

$8.87

—

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica

Tendenza 5 anni

MORN

Mediana dei peer

Payout Ratio (Rapporto di Distribuzione Utili)

20.5%

—

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield

0.93%

Rapporto di Distribuzione Utili

20.5%

CAGR Dividendi 5Y

—

Data ex-dividendo	Importo
10 Luglio 2026	$0,5000
02 Aprile 2026	$0,5000
02 Gennaio 2026	$0,5000
03 Ottobre 2025	$0,4550
11 Luglio 2025	$0,4550
04 Aprile 2025	$0,4550
03 Gennaio 2025	$0,4550
04 Ottobre 2024	$0,4050
12 Luglio 2024	$0,4050
04 Aprile 2024	$0,4050
04 Gennaio 2024	$0,4050
05 Ottobre 2023	$0,3750
06 Luglio 2023	$0,3750
05 Aprile 2023	$0,3750
05 Gennaio 2023	$0,3750
17 Ottobre 2022	$0,3600
30 Giugno 2022	$0,3600
31 Marzo 2022	$0,3600
06 Gennaio 2022	$0,3600
18 Ottobre 2021	$0,3150

MORN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 9 analisti

Acquisto forte 2 22,2%
Compra 5 55,6%
Mantieni 2 22,2%
Vendi 0 0,0%
Vendita forte 0 0,0%

Target Price a 12 Mesi

3 analisti · 2026-08-19

Mediana $230.00

Media $236.67

← Sotto tutti i target $218.31

Basso $220.00

Alto $260.00

Target mediano $230.00 +5,4%

Target medio $236.67 +8,4%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media

0.24%

Periodo	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	$3.10	$2.89	0.21%
31 Marzo 2026	$3.18	$2.71	0.47%
31 Dicembre 2025	$2.71	$2.35	0.36%
30 Settembre 2025	$2.55	$2.47	0.08%
30 Giugno 2025	$2.40	$2.24	0.16%
31 Marzo 2025	$2.23	$2.10	0.13%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
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%	—
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%	—

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 14

Dati annuali Conto Economico per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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)	41,900,000	42,800,000	42,600,000	42,600,000	43,000,000	42,900,000	42,700,000	42,600,000	42,700,000	43,000,000	44,200,000	44,700,000
Shares (Diluted)	42,200,000	43,100,000	42,900,000	42,900,000	43,400,000	43,200,000	43,200,000	43,000,000	43,000,000	43,300,000	44,300,000	44,900,000
EBITDA	$716M	$675M	$416M	$334M	$408M	$355M	$307M	$312M	$261M	$252M	$255M	$160M

Stato Patrimoniale 29

Dati annuali Stato Patrimoniale per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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	39,740,881	42,869,380	42,728,182	42,480,051	43,136,273	42,898,158	42,848,359	42,624,118	42,547,707	42,932,994	43,403,076	44,345,763

Flusso di cassa 16

Dati annuali Flusso di cassa per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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

Redditività 7

Dati annuali Redditività per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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%

Liquidità e Solvibilità 4

Dati annuali Liquidità e Solvibilità per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	1.0	1.0	0.9	0.9	1.1	1.2	1.2	1.7	1.6	1.6	1.3	1.4
Quick Ratio	0.9	0.9	0.8	0.8	1.0	1.1	1.1	1.6	1.6	1.5	1.3	1.2
Debt / Equity	0.9	0.4	0.7	0.9	0.3	0.4	0.5	·	·	0.0	0.1	0.0
LT Debt / Equity	0.9	0.4	0.7	0.9	0.3	0.4	0.5	·	·	·	·	·

Efficienza 2

Dati annuali Efficienza per MORN
Metrica	Tendenza	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.7	0.7	0.6	0.6	0.6	0.5	0.6	0.7	0.7	0.7	0.8	0.7
Receivables Turnover		6.5	6.5	6.3	6.5	7.2	7.1	6.5	6.4	6.2	5.6	5.7	6.1

Per Azione 7

Dati annuali Per Azione per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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	$2	$2	$2	$1	$1	$1	$1	$1	$1	$1	$1	$1
Dividend Paid / Share	$2	$2	$2	$1	$1	$1	$1	$1	$1	$1	$1	$1
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

Tassi di Crescita 10

Dati annuali Tassi di Crescita per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	8.4%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 16

Dati annuali Valutazione (TTM) per MORN
Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
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	24.5	39.2	87.0	132.1	76.9	44.7	43.0	25.8	30.5	19.8	26.8	37.2
P/S	3.5	6.3	6.0	4.9	8.7	7.1	5.5	5.0	4.5	4.0	4.4	3.8
P/B	7.1	8.9	9.2	7.6	10.4	7.8	6.0	5.5	5.1	4.5	5.5	4.4
P / Cash Flow	14.6	24.4	38.7	30.9	32.8	25.8	19.4	16.3	16.5	14.8	14.6	21.7
P / FCF	19.5	32.2	62.0	54.7	42.4	32.3	25.5	21.5	22.5	20.9	19.2	38.8
EV / EBITDA	12.8	21.6	30.8	29.6	35.7	28.0	21.6	·	·	11.3	12.8	16.7
EV / FCF	20.7	32.5	64.9	58.8	41.8	32.2	26.1	·	·	18.9	18.0	36.2
EV / Revenue	3.8	6.4	6.3	5.3	8.6	7.1	5.6	·	·	3.6	4.2	3.5
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

Conto Economico 14

Dati trimestrali Conto Economico per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$663M	$645M	$641M	$617M	$605M	$582M	$591M	$569M	$572M	$543M	$539M	$516M	$505M	$480M	$475M	$468M
Cost of Revenue	$239M	$239M	$249M	$242M	$231M	$231M	$232M	$223M	$223M	$218M	$205M	$203M	$216M	$219M	$195M	$195M
SG&A Expense	$98M	$84M	$90M	$86M	$82M	$76M	$89M	$78M	$80M	$80M	$92M	$90M	$90M	$84M	$106M	$117M
Operating Expenses	$509M	$490M	$505M	$490M	$481M	$468M	$487M	$454M	$463M	$450M	$444M	$446M	$463M	$455M	$440M	$446M
Operating Income	$161M	$156M	$160M	$128M	$125M	$114M	$168M	$116M	$108M	$93M	$94M	$70M	$42M	$24M	$36M	$22M
Other Non-op	$4M	$-400.0K	$2M	$2M	$-1M	$-200.0K	$4M	$0	$-9M	$3M	$10M	$-2M	$4M	$2M	$6M	$-14M
Pretax Income	$147M	$142M	$148M	$123M	$116M	$108M	$146M	$152M	$90M	$87M	$83M	$57M	$32M	$2M	$31M	$-2M
Income Tax	$38M	$35M	$36M	$31M	$26M	$27M	$34M	$30M	$19M	$21M	$14M	$17M	$-6M	$8M	$26M	$5M
Net Income	$108M	$107M	$115M	$92M	$89M	$78M	$117M	$120M	$69M	$64M	$74M	$39M	$36M	$-8M	$3M	$-9M
EPS (Basic)	$2.85	$2.74	$2.81	$2.18	$2.11	$1.83	$2.74	$2.79	$1.61	$1.50	$1.72	$0.92	$0.85	$-0.18	$0.08	$-0.21
EPS (Diluted)	$2.83	$2.73	$2.79	$2.17	$2.09	$1.82	$2.72	$2.77	$1.60	$1.49	$1.72	$0.91	$0.84	$-0.18	$0.09	$-0.21
Shares (Basic)	37,800,000	39,100,000	-85,200,000	42,100,000	42,200,000	42,800,000	-85,600,000	42,900,000	42,800,000	42,700,000	-85,200,000	42,700,000	42,600,000	42,500,000	-85,500,000	42,500,000
Shares (Diluted)	38,100,000	39,300,000	-85,700,000	42,300,000	42,500,000	43,100,000	-86,200,000	43,200,000	43,100,000	43,000,000	-85,300,000	42,900,000	42,800,000	42,500,000	-86,000,000	42,700,000
EBITDA	$214M	$208M	·	$175M	$174M	$161M	·	$161M	$158M	$140M	·	$117M	$89M	$69M	·	$66M

Stato Patrimoniale 28

Dati trimestrali Stato Patrimoniale per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	·	·	$474M	·	·	·	$503M	·	·	·	·	·	·	·	·	·
Short-term Investments	$34M	$39M	$54M	$40M	$38M	$48M	$48M	$49M	$48M	$55M	·	$39M	$35M	$33M	·	$34M
Receivables	$383M	$403M	$390M	$364M	$384M	$342M	$358M	$328M	$336M	$326M	·	$298M	$322M	$298M	·	$284M
Prepaid Expense	$57M	$57M	$42M	$42M	$49M	$54M	$42M	$44M	$45M	$49M	·	$41M	$46M	$48M	·	$40M
Other Current Assets	$24M	$20M	$25M	$11M	$11M	$11M	$11M	$8M	$14M	$5M	·	$5M	$4M	$8M	·	$11M
Current Assets	$1.03B	$1.06B	$1.04B	$979M	$1.04B	$1.01B	$1.01B	$1.02B	$876M	$831M	·	$758M	$807M	$781M	·	$789M
PP&E (Net)	$240M	$235M	$232M	$226M	$226M	$222M	$219M	$212M	$210M	$211M	·	$204M	$206M	$202M	·	$188M
PP&E (Gross)	·	·	$1.13B	·	·	·	$1.01B	·	·	·	·	·	·	·	·	·
Accum. Depreciation	$962M	$930M	$900M	$822M	$822M	$822M	$790M	$790M	$759M	$741M	·	$691M	$667M	$590M	·	$590M
Goodwill	$1.75B	$1.75B	$1.61B	$1.61B	$1.62B	$1.60B	$1.56B	$1.58B	$1.57B	$1.57B	$1.58B	$1.57B	$1.58B	$1.58B	$1.57B	$1.54B
Intangibles	$569M	$591M	$379M	$396M	$413M	$420M	$409M	$432M	$443M	$463M	·	$495M	$518M	$533M	·	$559M
Other Non-current Assets	$22M	$18M	$12M	$10M	$9M	$9M	$9M	$7M	$7M	$8M	·	$9M	$10M	$10M	·	$11M
Total Assets	$3.95B	$3.99B	$3.59B	$3.56B	$3.63B	$3.59B	$3.55B	$3.57B	$3.40B	$3.39B	·	$3.34B	$3.46B	$3.45B	·	$3.42B
Short-term Debt	$18M	$18M	·	·	·	·	·	$0	$0	$32M	·	$32M	$32M	$32M	·	$32M
Current Liabilities	$980M	$1.03B	$1.05B	$946M	$921M	$912M	$967M	$896M	$837M	$847M	·	$810M	$815M	$844M	·	$806M
Capital Leases	$150M	$151M	$147M	$154M	$156M	$162M	$170M	$146M	$137M	$144M	·	$149M	$160M	$170M	·	$162M
Deferred Tax	$22M	$22M	$27M	$27M	$30M	$30M	$28M	$30M	$30M	$33M	·	$52M	$58M	$66M	·	$72M
Other Non-current Liabilities	$21M	$14M	$14M	$14M	$14M	$13M	$11M	$20M	$19M	$18M	·	$15M	$15M	$14M	·	$15M
Total Liabilities	$2.92B	$2.97B	$2.37B	$2.04B	$2.02B	$1.98B	$1.93B	$2.00B	$1.97B	$2.01B	·	$2.10B	$2.22B	$2.25B	·	$2.24B
Long-term Debt	$1.70B	$1.69B	·	$849M	$839M	$804M	·	$865M	$900M	$917M	·	$1.02B	$1.12B	$1.10B	·	$1.13B
Total Debt	$1.73B	$1.73B	·	$849M	$839M	$804M	·	$865M	$900M	$982M	·	$1.09B	$1.19B	$1.16B	·	$1.19B
Common Stock	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	·	$0	$0	$0	·	$0
Retained Earnings	$2.38B	$2.29B	$2.21B	$2.11B	$2.04B	$1.97B	$1.91B	$1.81B	$1.71B	$1.66B	·	$1.55B	$1.53B	$1.51B	·	$1.56B
Treasury Stock	$2.19B	$2.09B	$1.79B	$1.39B	$1.22B	$1.10B	$994M	$982M	$984M	$986M	·	$986M	$987M	$987M	·	$982M
AOCI	$-86M	$-79M	$-68M	$-71M	$-61M	$-102M	$-119M	$-74M	$-98M	$-97M	·	$-107M	$-84M	$-92M	·	$-141M
Stockholders' Equity	$1.02B	$1.02B	$1.22B	$1.51B	$1.61B	$1.61B	$1.62B	$1.57B	$1.43B	$1.38B	$1.33B	$1.24B	$1.24B	$1.20B	$1.21B	$1.18B
Liabilities + Equity	$3.95B	$3.99B	$3.59B	$3.56B	$3.63B	$3.59B	$3.55B	$3.57B	$3.40B	$3.39B	·	$3.34B	$3.46B	$3.45B	·	$3.42B
Shares Outstanding	37,513,530	38,027,605	39,740,881	41,506,582	42,176,959	42,501,250	42,869,380	42,884,181	42,838,572	42,745,570	42,728,182	42,699,798	42,653,561	42,550,943	42,480,051	42,472,580

Flusso di cassa 14

Dati trimestrali Flusso di cassa per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$54M	$52M	$47M	$47M	$48M	$47M	$48M	$46M	$49M	$47M	$46M	$47M	$47M	$45M	$45M	$44M
Stock-based Comp	$27M	$11M	$10M	$19M	$18M	$9M	$16M	$13M	$14M	$11M	$11M	$15M	$15M	$12M	$25M	$22M
Amort. of Intangibles	$21M	$19M	$15M	$15M	$15M	$14M	$15M	$15M	$18M	$18M	$18M	$18M	$18M	$18M	$18M	$19M
Other Non-cash	·	$-78M	·	·	·	$-44M	·	·	·	$-29M	·	·	·	$-26M	·	·
Operating Cash Flow	$156M	$92M	$204M	$196M	$99M	$91M	$153M	$192M	$153M	$94M	$138M	$131M	$24M	$23M	$104M	$102M
CapEx	$33M	$38M	$43M	$36M	$37M	$32M	$41M	$36M	$32M	$34M	$30M	$29M	$30M	$30M	$36M	$34M
Investing Cash Flow	$-26M	$-384M	$-12M	$-33M	$-24M	$-71M	$24M	$14M	$-33M	$-27M	$-33M	$-21M	$-27M	$-700.0K	$-38M	$-36M
Stock Repurchased	$100M	$300M	$395M	$170M	$112M	$110M	$12M	$0	$0	$0	$0	$0	$1M	$0	$8M	$15M
Net Stock Activity	·	$-300M	·	·	·	$-110M	·	·	·	·	·	·	·	$0	·	·
Dividends Paid	$19M	$20M	$19M	$19M	$19M	$20M	$17M	$17M	$17M	$17M	$16M	$16M	$16M	$16M	$15M	$15M
Financing Cash Flow	$-131M	$317M	$-194M	$-188M	$-108M	$-24M	$-199M	$-60M	$-82M	$-44M	$-103M	$-120M	$-6M	$-49M	$-77M	$-57M
Net Change in Cash	$-3M	$18M	$300.0K	$-29M	$-8M	$9M	$-50M	$162M	$38M	$16M	$13M	$-18M	$-9M	$-24M	$4M	$-8M
Taxes Paid	$67M	$27M	$38M	$40M	$80M	$14M	$50M	$22M	$32M	$12M	$26M	$14M	$24M	$9M	$18M	$12M
Free Cash Flow	·	$54M	·	·	·	$59M	·	·	·	$60M	·	·	·	$-6M	·	·

Redditività 7

Dati trimestrali Redditività per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Operating Margin	24.2%	24.2%	·	20.7%	20.7%	19.6%	·	20.3%	19.0%	17.1%	·	13.6%	8.3%	5.1%	·	4.7%
Net Margin	16.2%	16.6%	·	14.8%	14.7%	13.5%	·	21.0%	12.1%	11.8%	·	7.6%	7.1%	-1.6%	·	-1.9%
Pretax Margin	22.2%	22.0%	·	19.9%	19.2%	18.6%	·	26.7%	15.7%	16.0%	·	11.1%	6.3%	0.44%	·	-0.49%
EBITDA Margin	32.3%	32.2%	·	28.3%	28.7%	27.7%	·	28.3%	27.6%	25.8%	·	22.6%	17.6%	14.4%	·	14.1%
ROA	2.9%	2.8%	·	2.6%	2.5%	2.2%	·	3.5%	2.0%	1.9%	·	1.2%	1.0%	-0.24%	·	-0.29%
ROE	8.2%	8.2%	·	5.9%	5.8%	5.2%	·	8.5%	5.2%	5.0%	·	3.2%	2.9%	-0.59%	·	-0.70%
ROIC	4.3%	4.3%	·	4.0%	4.0%	3.5%	·	3.8%	3.6%	3.0%	·	2.1%	2.1%	-3.1%	·	3.1%

Liquidità e Solvibilità 4

Dati trimestrali Liquidità e Solvibilità per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	1.1	1.0	·	1.0	1.1	1.1	·	1.1	1.0	1.0	·	0.9	1.0	0.9	·	1.0
Quick Ratio	0.4	0.4	·	0.4	0.5	0.4	·	0.4	0.5	0.5	·	0.4	0.4	0.4	·	0.4
Debt / Equity	1.7	1.7	·	0.6	0.5	0.5	·	0.6	0.6	0.7	·	0.9	1.0	1.0	·	1.0
LT Debt / Equity	1.7	1.7	·	0.6	0.5	0.5	·	0.6	0.6	0.7	·	0.8	0.9	0.9	·	1.0

Efficienza 2

Dati trimestrali Efficienza per MORN
Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.1	0.2	·	0.2
Receivables Turnover		1.7	1.7	·	1.8	1.7	1.7	·	1.8	1.7	1.7	·	1.8	1.6	1.7	·	1.8

Per Azione 6

Dati trimestrali Per Azione per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$27.29	$26.79	·	$36.48	$38.28	$37.86	·	$36.51	$33.47	$32.36	·	$29.14	$28.97	$28.31	·	$27.76
Revenue / Share	$17.41	$16.41	·	$14.60	$14.24	$13.50	·	$13.18	$13.27	$12.62	·	$12.02	$11.79	$11.21	·	$10.96
Cash Flow / Share	·	$2.33	·	·	·	$2.11	·	·	·	$2.18	·	·	·	$0.55	·	·
Dividend / Share	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$1	$0
Dividend Paid / Share	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
EPS (TTM)	$9.82	$8.81	·	$8.85	$8.28	$7.68	·	$6.77	$4.84	$3.06	·	$1.36	$1.15	$1.37	·	$2.68

Valutazione (TTM) 10

Dati trimestrali Valutazione (TTM) per MORN
Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$2.53B	$2.45B	·	$2.37B	$2.33B	$2.27B	·	$2.20B	$2.13B	$2.04B	·	$1.97B	$1.92B	$1.88B	·	$1.82B
Net Income TTM	$396M	$366M	·	$379M	$356M	$332M	·	$292M	$208M	$132M	·	$59M	$50M	$60M	·	$116M
Market Cap	$5.85B	$6.43B	·	$9.63B	$13.24B	$12.74B	·	$13.69B	$12.67B	$13.18B	·	$10.00B	$8.36B	$8.64B	·	$9.02B
P/E	15.9	19.2	·	26.2	37.9	39.0	·	47.1	61.1	100.8	·	172.2	170.5	148.2	·	79.2
P/S	2.3	2.6	·	4.1	5.7	5.6	·	6.2	5.9	6.5	·	5.1	4.3	4.6	·	4.9
P/B	5.7	6.3	·	6.4	8.2	7.9	·	8.7	8.8	9.5	·	8.0	6.8	7.2	·	7.6
P / Cash Flow	·	70.3	·	·	·	140.1	·	·	·	140.8	·	·	·	369.2	·	·
P / FCF	·	119.9	·	·	·	216.7	·	·	·	221.5	·	·	·	-1416.2	·	·
Earnings Yield	6.3%	5.2%	·	3.8%	2.6%	2.6%	·	2.1%	1.6%	0.99%	·	0.58%	0.59%	0.67%	·	1.3%
Payout Ratio	·	18.6%	·	·	·	24.8%	·	·	·	27.0%	·	·	·	-209.2%	·	·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$2.45B	$2.28B	$2.04B	$1.87B	$1.70B
Margine Operativo %	21.5%	21.3%	11.3%	9.0%	15.1%
Utile netto	$374M	$370M	$141M	$70M	$193M
EPS Diluito	$8.87	$8.58	$3.29	$1.64	$4.45

Stato Patrimoniale

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.9	0.4	0.7	0.9	0.3
Rapporto corrente	1.0	1.0	0.9	0.9	1.1
Quick Ratio	0.9	0.9	0.8	0.8	1.0

Flusso di cassa

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$443M	$449M	$197M	$168M	$348M

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

BOUNCE_UP @ $246.83 RR 1,50 Set 16

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Proprietari istituzionali (13F) 455 filer · $3.3B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
67 (-7 vs trimestre precedente)	88 (0 vs trimestre precedente)	127 (-37 vs trimestre precedente)	167 (+4 vs trimestre precedente)	+1.9M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
BAMCO INC /NY/	$545.936.759	3.499.146	16,43%	Azioni
VANGUARD GROUP INC	$476.757.278	2.193.904	14,35%	Azioni
AQR CAPITAL MANAGEMENT LLC	$201.735.836	1.293.013	6,07%	Azioni
WELLINGTON MANAGEMENT GROUP LLP	$185.094.951	1.186.354	5,57%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$148.230.702	950.075	4,46%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$139.545.224	894.406	4,20%	Azioni
STATE STREET CORP	$111.784.117	716.473	3,36%	Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC	$87.052.139	557.955	2,62%	Azioni
DIMENSIONAL FUND ADVISORS LP	$79.151.924	507.319	2,38%	Azioni
TWO SIGMA ADVISERS, LP	$76.971.202	354.200	2,32%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$76.861.286	492.536	2,31%	Azioni
TWO SIGMA INVESTMENTS, LP	$75.552.529	484.249	2,27%	Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$65.644.167	420.742	1,98%	Azioni
KENSICO CAPITAL MANAGEMENT CORP	$44.325.282	284.100	1,33%	Azioni
RENAISSANCE TECHNOLOGIES LLC	$37.252.895	238.770	1,12%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$32.161.339	206.136	0,97%	Azioni
Quantinno Capital Management LP	$31.706.536	203.220	0,95%	Azioni
JANE STREET GROUP, LLC	$30.803.809	197.435	0,93%	Azioni
Copeland Capital Management, LLC	$26.967.120	172.844	0,81%	Azioni
CONFLUENCE INVESTMENT MANAGEMENT LLC	$25.820.234	165.493	0,78%	Azioni
MILLENNIUM MANAGEMENT LLC	$25.371.972	162.620	0,76%	Azioni
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$25.286.629	162.073	0,76%	Azioni
Brookfield Corp /ON/	$24.462.688	156.792	0,74%	Azioni
NORGES BANK	$24.290.130	155.686	0,73%	Azioni
ROYCE & ASSOCIATES LP	$22.622.276	144.996	0,68%	Azioni
Gotham Asset Management, LLC	$22.201.490	142.299	0,67%	Azioni
BOSTON FINANCIAL MANGEMENT LLC	$22.200.573	65.924	0,67%	Azioni
VANGUARD FIDUCIARY TRUST CO	$21.355.706	136.878	0,64%	Azioni
AMERIPRISE FINANCIAL INC	$21.111.377	135.312	0,64%	Azioni
Cubist Systematic Strategies, LLC	$21.057.591	90.762	0,63%	Azioni
GOLDMAN SACHS GROUP INC	$19.286.100	123.613	0,58%	Azioni
ENVESTNET ASSET MANAGEMENT INC	$18.464.523	118.347	0,56%	Azioni
AMERICAN CAPITAL MANAGEMENT INC	$17.934.031	114.947	0,54%	Azioni
FMR LLC	$17.762.487	113.848	0,53%	Azioni
DF DENT & CO INC	$16.596.453	106.374	0,50%	Azioni
JANUS HENDERSON GROUP PLC	$15.198.646	89.885	0,46%	Azioni
BANK OF AMERICA CORP /DE/	$14.354.464	92.004	0,43%	Azioni
TUDOR INVESTMENT CORP ET AL	$11.872.342	76.095	0,36%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$11.849.252	75.947	0,36%	Azioni
Candriam S.C.A.	$11.603.734	74.445	0,35%	Azioni
CAPITAL FUND MANAGEMENT S.A.	$10.777.393	69.077	0,32%	Azioni
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$10.073.431	64.565	0,30%	Azioni
Chicago Capital, LLC	$9.512.868	60.972	0,29%	Azioni
BARLOW WEALTH PARTNERS, LLC	$9.506.045	57.602	0,29%	Azioni
PRUDENTIAL FINANCIAL INC	$9.499.746	60.888	0,29%	Azioni
WOLVERINE TRADING, LLC	$8.990.208	38.400	0,27%	Opzione Call
LOOMIS SAYLES & CO L P	$8.968.966	57.486	0,27%	Azioni
RHUMBLINE ADVISERS	$8.721.155	55.898	0,26%	Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$8.559.000	54.859	0,26%	Azioni
IEQ CAPITAL, LLC	$8.410.597	53.907	0,25%	Azioni
CANADA PENSION PLAN INVESTMENT BOARD	$7.910.214	50.700	0,24%	Azioni
Mariner, LLC	$7.749.702	49.671	0,23%	Azioni
Squarepoint Ops LLC	$7.448.707	47.742	0,22%	Azioni
ALLIANCEBERNSTEIN L.P.	$6.945.926	41.088	0,21%	Azioni
FIRST TRUST ADVISORS LP	$6.939.005	44.475	0,21%	Azioni
Swiss National Bank	$6.334.412	40.600	0,19%	Azioni
Engineers Gate Manager LP	$6.239.084	39.989	0,19%	Azioni
Touchstone Capital, Inc.	$6.085.312	26.228	0,18%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.507.506	35.300	0,17%	Opzione Put
ALGERT GLOBAL LLC	$5.491.436	35.197	0,17%	Azioni
AMERICAN CENTURY COMPANIES INC	$5.275.192	33.811	0,16%	Azioni
Point72 Asset Management, L.P.	$5.110.279	32.754	0,15%	Azioni
XTX Topco Ltd	$5.092.181	32.638	0,15%	Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$4.973.958	29.423	0,15%	Azioni
Quadrature Capital Ltd	$4.924.927	31.566	0,15%	Azioni
California Public Employees Retirement System	$4.871.256	31.222	0,15%	Azioni
BENJAMIN EDWARDS INC	$4.700.846	30.131	0,14%	Azioni
Allianz Asset Management GmbH	$4.581.931	27.104	0,14%	Azioni
Congress Wealth Management LLC / DE /	$4.408.758	14.043	0,13%	Azioni
CITADEL ADVISORS LLC	$4.353.894	27.906	0,13%	Azioni
BlackRock, Inc.	$4.215.036	27.016	0,13%	Azioni
Y-Intercept (Hong Kong) Ltd	$4.121.268	26.415	0,12%	Azioni
NICHOLAS COMPANY, INC.	$4.085.384	26.185	0,12%	Azioni
BARCLAYS PLC	$3.800.336	24.358	0,11%	Azioni
CAXTON ASSOCIATES LLP	$3.781.301	24.236	0,11%	Azioni
MERCER GLOBAL ADVISORS INC /ADV	$3.759.912	24.099	0,11%	Azioni
Retirement Systems of Alabama	$3.559.128	22.812	0,11%	Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$3.480.806	22.310	0,10%	Azioni
Crawford Fund Management, LLC	$3.186.865	20.426	0,10%	Azioni
NORDEA INVESTMENT MANAGEMENT AB	$3.168.978	20.447	0,10%	Azioni
MidFirst Bank	$2.895.694	18.560	0,09%	Azioni
LAZARD ASSET MANAGEMENT LLC	$2.856.570	18.309	0,09%	Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.843.885	18.661	0,09%	Azioni
Numerai GP LLC	$2.818.657	18.066	0,08%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.793.226	17.903	0,08%	Azioni
SEI INVESTMENTS CO	$2.584.870	16.571	0,08%	Azioni
AXXCESS WEALTH MANAGEMENT, LLC	$2.567.153	16.454	0,08%	Azioni
VANGUARD ASSET MANAGEMENT, Ltd	$2.504.745	16.054	0,08%	Azioni
WORLDQUANT MILLENNIUM ADVISORS LLC	$2.479.938	15.895	0,07%	Azioni
Focus Partners Wealth	$2.475.575	15.867	0,07%	Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE	$2.472.293	15.846	0,07%	Azioni
PineBridge Investments, L.P.	$2.437.265	10.505	0,07%	Azioni
MORGAN STANLEY	$2.411.527	15.456	0,07%	Azioni
BNP PARIBAS FINANCIAL MARKETS	$2.380.553	15.258	0,07%	Azioni
Berkeley, Inc	$2.371.849	15.202	0,07%	Azioni
STATE OF WISCONSIN INVESTMENT BOARD	$2.354.342	15.090	0,07%	Azioni
Cardinal Capital Management	$2.348.258	15.051	0,07%	Azioni
Schonfeld Strategic Advisors LLC	$2.327.661	14.919	0,07%	Azioni
Fluent Financial, LLC	$2.240.759	14.362	0,07%	Azioni
CWM, LLC	$2.128.847	12.593	0,06%	Azioni

Insider aziendali 45 insider · 3 dirigenti · 4 direttori

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Joseph D Mansueto	Executive Chairman	21 Agosto 2026 S	7.943.851	269	$-81.684.391
Kimberly J Mcgarry	Chief Accounting Officer	17 Novembre 2023 F	2.307	0	$0
Bevin Desmond	Chief Talent & Culture Officer	17 Novembre 2022 M	24.774	0	$0
William M Lyons	Direttore	03 Agosto 2026 S	12.904	2	$-324.300
Cheryl A Francis	Direttore	15 Maggio 2026 A	36.934	0	$0
Stephen Joynt	Direttore	15 Maggio 2026 A	6.282	0	$0
SoftBank Group Corp.	Proprietario del 10%	06 Maggio 2005 S	0	0	$0
Steven N Kaplan	—	15 Maggio 2026 A	43.080	0	$0
Caroline J Tsay	—	16 Maggio 2025 S	4.345	0	$0
Michael Holt	—	15 Maggio 2025 A	5.551	0	$0
Conan Wiersema	—	15 Maggio 2025 A	1.436	0	$0
Doniel Sutton	—	15 Maggio 2025 A	3.826	0	$0
Daniel Joseph Dunn	—	15 Maggio 2025 A	14.659	0	$0
Robin Diamonte	—	15 Maggio 2025 A	10.194	0	$0
Gail S Landis	—	15 Maggio 2025 A	6.069	0	$0
Kunal Kapoor	—	15 Maggio 2025 A	138.058	0	$0
Jason Dubinsky	—	13 Dicembre 2024 S	17.304	0	$0
Jack Noonan	—	15 Maggio 2020 A	8.359	0	$0
Tricia Rothschild	—	15 Novembre 2019 A	9.666	0	$0
Patrick J Maloney	—	15 Novembre 2019 A	3.103	0	$0
Daniel Needham	—	15 Novembre 2019 A	24.533	0	$0
Haywood Kelly	—	15 Novembre 2019 A	17.575	0	$0
Hugh J Zentmyer	—	15 Maggio 2019 A	20.157	0	$0
Robert B Pinkerton	—	15 Novembre 2016 F	2.717	0	$0
Stephane Biehler	—	15 Novembre 2016 F	18.052	0	$0
Catherine Gillis Odelbo	—	28 Ottobre 2016 A	228.539	0	$0
James Tanner	—	15 Maggio 2016 F	5.758	0	$0
Paul W Sturm	—	15 Maggio 2016 A	46.656	0	$0
Donald James Phillips II	—	15 Maggio 2016 A	160.187	0	$0
David W Williams	—	15 Maggio 2016 F	43.605	0	$0
Gregory R Goff	—	15 Novembre 2015 F	18.161	0	$0
Richard E Robbins	—	31 Luglio 2015 A	24.658	0	$0
Thomas Idzorek	—	30 Gennaio 2015 A	27.533	0	$0
Christopher P Boruff	—	31 Gennaio 2014 A	54.657	0	$0
Richard Scott Cooley	—	31 Ottobre 2013 A	28.500	0	$0
Peng Chen	—	15 Maggio 2012 A	36.006	0	$0
Elizabeth Kirscher	—	15 Maggio 2012 F	45.451	0	$0
Tao Huang	—	31 Gennaio 2011 M	476.096	0	$0
Patrick J Reinkemeyer	—	10 Novembre 2010 M	66.717	0	$0
Frank S Ptak	—	15 Maggio 2009 A	9.416	0	$0
John A Rekenthaler	—	15 Maggio 2008 A	157.375	0	$0
Timothy K Armour	—	13 Febbraio 2008 M	450.229	0	$0
Arthur J Lutschaunig	—	10 Luglio 2007 D	1.273	0	$0
Martha Dustin Boudos	—	10 Luglio 2007 M	41.066	0	$0
Michael C Henkel	—	15 Maggio 2006 A	11.243	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 96 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
SMLL · Harbor ETF Trust	3,19%	2.617 NS	30 Aprile 2026	N-PORT
GRPM · Invesco Exchange-Traded Fund Trust	1,64%	39.143 SH	20 Agosto 2026	Giornaliero
TMFM · RBB Fund, Inc.	1,44%	9.247 NS	31 Maggio 2026	N-PORT
MMID · MFS Active Exchange Traded Funds Tr…	0,77%	1.446 NS	31 Maggio 2026	N-PORT
KBWR · Invesco Exchange-Traded Fund Trust …	0,74%	2.075 NS	31 Maggio 2026	N-PORT
FXO · First Trust Exchange-Traded AlphaDE…	0,59%	37.712 NS	30 Aprile 2026	N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust	0,58%	155.243 SH	20 Agosto 2026	Giornaliero
VUSE · ETF Series Solutions	0,50%	19.044 NS	31 Maggio 2026	N-PORT
MCOW · Pacer Funds Trust	0,43%	25 NS	30 Aprile 2026	N-PORT
QGRO · AMERICAN CENTURY ETF TRUST	0,27%	32.591 NS	31 Maggio 2026	N-PORT
NUSC · Nushares ETF Trust	0,24%	17.954 NS	30 Aprile 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,16%	21.689 SH	20 Agosto 2026	Giornaliero
IQSM · New York Life Investments ETF Trust	0,16%	2.964 NS	30 Aprile 2026	N-PORT
QVMM · Invesco Exchange-Traded Fund Trust …	0,15%	2.989 SH	20 Agosto 2026	Giornaliero
VALQ · AMERICAN CENTURY ETF TRUST	0,14%	2.622 NS	31 Maggio 2026	N-PORT
PKW · Invesco Exchange-Traded Fund Trust	0,14%	11.349 SH	20 Agosto 2026	Giornaliero
FNY · First Trust Exchange-Traded AlphaDE…	0,13%	4.057 NS	30 Aprile 2026	N-PORT
GINN · Goldman Sachs ETF Trust	0,12%	1.362 NS	31 Maggio 2026	N-PORT
RWK · Invesco Exchange-Traded Fund Trust …	0,11%	7.235 SH	20 Agosto 2026	Giornaliero
PTMC · Pacer Funds Trust	0,11%	2.662 NS	30 Aprile 2026	N-PORT
BKMC · BNY Mellon ETF Trust	0,10%	3.753 NS	30 Aprile 2026	N-PORT
IVOV · VANGUARD ADMIRAL FUNDS	0,10%	9.662 SH	19 Agosto 2026	Giornaliero
MVV · ProShares Trust	0,09%	794 NS	31 Maggio 2026	N-PORT
IVOO · VANGUARD ADMIRAL FUNDS	0,09%	35.595 SH	19 Agosto 2026	Giornaliero
IVOG · VANGUARD ADMIRAL FUNDS	0,09%	10.664 SH	19 Agosto 2026	Giornaliero
BBMC · J.P. Morgan Exchange-Traded Fund Tr…	0,09%	10.271 NS	30 Aprile 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,08%	250.133 SH	19 Agosto 2026	Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust …	0,08%	3.111 SH	20 Agosto 2026	Giornaliero
SCHM · SCHWAB STRATEGIC TRUST	0,08%	62.275 NS	31 Maggio 2026	N-PORT
MIDU · Direxion Shares ETF Trust	0,08%	379 NS	30 Aprile 2026	N-PORT
FNDA · SCHWAB STRATEGIC TRUST	0,07%	36.536 NS	31 Maggio 2026	N-PORT
ISCG · iShares Trust	0,07%	3.459 SH	20 Agosto 2026	Giornaliero
ESML · iShares Trust	0,07%	9.981 SH	20 Agosto 2026	Giornaliero
ISCB · iShares Trust	0,07%	903 SH	20 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,07%	54.888 NS	30 Aprile 2026	N-PORT
IYG · iShares Trust	0,07%	6.743 SH	20 Agosto 2026	Giornaliero
ISCV · iShares Trust	0,06%	2.128 SH	20 Agosto 2026	Giornaliero
IYF · iShares Trust	0,06%	12.744 SH	20 Agosto 2026	Giornaliero
UMDD · ProShares Trust	0,06%	111 NS	31 Maggio 2026	N-PORT
SMMD · iShares Trust	0,06%	10.108 SH	20 Agosto 2026	Giornaliero
FNCL · FIDELITY COVINGTON TRUST	0,05%	6.519 NS	30 Aprile 2026	N-PORT
DXUV · Dimensional ETF Trust	0,04%	1.032 NS	30 Aprile 2026	N-PORT
AVMC · AMERICAN CENTURY ETF TRUST	0,04%	925 NS	31 Maggio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,04%	253.193 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,04%	434.578 SH	19 Agosto 2026	Giornaliero
VFH · VANGUARD WORLD FUND	0,04%	32.898 SH	19 Agosto 2026	Giornaliero
FAD · First Trust Exchange-Traded AlphaDE…	0,04%	1.118 NS	30 Aprile 2026	N-PORT
WSML · iShares Trust	0,04%	1.236 SH	20 Agosto 2026	Giornaliero
IWS · iShares Trust	0,04%	27.181 SH	20 Agosto 2026	Giornaliero
DIVB · iShares Trust	0,03%	2.786 SH	20 Agosto 2026	Giornaliero
IWR · iShares Trust	0,03%	79.920 SH	20 Agosto 2026	Giornaliero
PFM · Invesco Exchange-Traded Fund Trust	0,03%	1.081 SH	20 Agosto 2026	Giornaliero
MSSM · MORGAN STANLEY PATHWAY FUNDS	0,02%	895 NS	31 Maggio 2026	N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe…	0,02%	3.609 SH	20 Agosto 2026	Giornaliero
ONEQ · Fidelity Commonwealth Trust	0,01%	8.849 NS	31 Maggio 2026	N-PORT
FYEE · Fidelity Greenwood Street Trust	0,01%	145 NS	30 Aprile 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	1.779 NS	30 Aprile 2026	N-PORT
SCHV · SCHWAB STRATEGIC TRUST	0,01%	11.742 NS	31 Maggio 2026	N-PORT
DGRO · iShares Trust	0,01%	24.458 SH	20 Agosto 2026	Giornaliero
DEUS · DBX ETF Trust	0,01%	176 NS	29 Maggio 2026	N-PORT
GGUS · Goldman Sachs ETF Trust	0,01%	271 NS	31 Maggio 2026	N-PORT
IWD · iShares Trust	0,01%	40.374 SH	20 Agosto 2026	Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS	0,01%	124.613 SH	19 Agosto 2026	Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS	0,01%	10.963 SH	19 Agosto 2026	Giornaliero
DFAC · Dimensional ETF Trust	0,01%	25.580 NS	30 Aprile 2026	N-PORT
TILT · FlexShares Trust	0,01%	1.078 NS	30 Aprile 2026	N-PORT
JUST · Goldman Sachs ETF Trust	0,01%	264 NS	31 Maggio 2026	N-PORT
IUSV · iShares Trust	0,01%	10.208 SH	20 Agosto 2026	Giornaliero
IWP · iShares Trust	0,01%	7.316 SH	20 Agosto 2026	Giornaliero
DFAU · Dimensional ETF Trust	0,01%	4.877 NS	30 Aprile 2026	N-PORT
IYY · iShares Trust	0,01%	1.018 SH	20 Agosto 2026	Giornaliero
IWV · iShares Trust	0,01%	6.403 SH	20 Agosto 2026	Giornaliero
ITOT · iShares Trust	0,01%	29.244 SH	20 Agosto 2026	Giornaliero
SCHX · SCHWAB STRATEGIC TRUST	0,01%	24.552 NS	31 Maggio 2026	N-PORT
GUSA · Goldman Sachs ETF Trust II	0,01%	792 NS	31 Maggio 2026	N-PORT
IUSG · iShares Trust	0,01%	9.019 SH	20 Agosto 2026	Giornaliero
IWB · iShares Trust	0,01%	13.369 SH	20 Agosto 2026	Giornaliero
SCHB · SCHWAB STRATEGIC TRUST	0,01%	13.784 NS	31 Maggio 2026	N-PORT
SCHK · SCHWAB STRATEGIC TRUST	0,01%	1.826 NS	31 Maggio 2026	N-PORT
FNDB · SCHWAB STRATEGIC TRUST	0,01%	360 NS	31 Maggio 2026	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0,00%	116 NS	31 Maggio 2026	N-PORT
MSLC · MORGAN STANLEY PATHWAY FUNDS	0,00%	964 NS	31 Maggio 2026	N-PORT
GVUS · Goldman Sachs ETF Trust	0,00%	97 NS	31 Maggio 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	4.895 NS	30 Aprile 2026	N-PORT
IWF · iShares Trust	0,00%	4.869 SH	19 Agosto 2026	Giornaliero
EBI · RBB Fund Trust	0,00%	8 NS	31 Maggio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	604.273 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	16.572 SH	19 Agosto 2026	Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS	0,00%	3.178 SH	19 Agosto 2026	Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS	0,00%	2.021 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	1.644 SH	19 Agosto 2026	Giornaliero
IJH · iShares Trust	—	763.332 SH	20 Agosto 2026	Giornaliero
IJK · iShares Trust	—	62.903 SH	20 Agosto 2026	Giornaliero
IJJ · iShares Trust	—	57.471 SH	20 Agosto 2026	Giornaliero
IAI · iShares Trust	—	26.741 SH	19 Agosto 2026	Giornaliero
SMLF · iShares Trust	—	21.724 SH	20 Agosto 2026	Giornaliero

Informazioni su Morningstar, Inc. - Common Stock Panoramica della società da Wikipedia

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Performance decennale Andamento di ricavi, utile netto, margini e EPS

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

MORN Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

Target Price a 12 Mesi

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

Proprietari istituzionali (13F) 455 filer · $3.3B totale · Aggiornato al 30 Giugno 2026

Insider aziendali 45 insider · 3 dirigenti · 4 direttori

Proprietà ETF Posseduti da 96 ETF