Stock screener

MORN

Conviction 53FinancialsScan · Thu, Sep 24, 2026

Morningstar, Inc. (MORN) closed at $196.41 (-1.95%) on Sep 24, 2026. Price is below its 50-day and above its 200-day moving average. RSI(14) 44, RS Rating 80, -17.2% from its 52-week high, -6.7% year to date. Sector: Financials · INVESTMENT ADVICE.

MORN$196.41-1.95%
ResistanceSupportVol 14Insider sellCongress buyCongress sell
63 bars
6
2
5
7
6
2
4
8
4
5
4
Vol MA14 335.58K
Jun 26Jul 15Aug 3Aug 19Sep 8Sep 24
Morningstar, Inc.INVESTMENT ADVICEwww.morningstar.com ↗
Price196.41
Change-1.95%
Gap+0.45%
Rel volume—
Avg volume329.88K
Avg $ vol67.5M
SMA 20204.46
SMA 50199.05
SMA 200186.97
Price vs 50-1.33%
Price vs 200+5.05%
MA stackmixed
50/200 cross—
Supertrenddown · 212.64
RSI (14)44
MACD hist-1.31
MACD cross—
Stoch %K / %D34 / 32
ADX (14)15
+DI / −DI20 / 23
RSI divergence—
MACD divergence—
ATR %3.61%
ADR %3.42%
52w high237.11
52w low141.84
From 52w high-17.17%
Above 52w low+38.47%
New 52w highNo
SqueezeOff
Bollinger width16.14%
%B0.26
Donchian pos24.62%
Donchian high221.06
Donchian low188.36
AVWAP (52w high)188.78
vs AVWAP high+4.04%
AVWAP (52w low)187.79
vs AVWAP low+4.59%
OBV trendFlat
Chaikin MF (20)0.07
Today vs 20d—
Avg vol (14d)335.58K
Avg vol (20d)329.88K
Avg $ vol (20d)67.5M
Market cap7.37B
RS Rating80 / 99
RS 3m (vs SPY)+33.98%
RS 6m (vs SPY)+6.73%
RS line new highNo
Trend template4/8
Technical rank62.3
1 week-3.17%
1 month-8.65%
3 months+38.47%
6 months+23.55%
1 year-16.73%
YTD-6.66%
P/E40.26
P/B8.58
P/S3.01
P/FCF16.65
EPS8.87
Div yield1.04%
ROE21.32%
ROA4.64%
Debt/Eq2.00
Current1.06
EV/EBITDA12.01
Gross margin—
Net margin7.48%
Rev growth7.49%
EPS growth33.67%
Price target245.00
Target upside24.74%
Analyst ratingBuy
Institutional72.67%
Ent. value8.61B
Revenue663.2M
Net income30.2M
Gross profit—
Free cash flow442.6M
IndustryINVESTMENT ADVICE
ExchangeNasdaq
Shares out38.03M
Employees10.97K
ListedTue, May 3, 2005
Free float19.6M
Float %51.5%
Short interest1.4M
Days to cover5.0d
Short volume57.1%
Squeeze score51 / 100
Next earnings—
EPS forecast—
Last EPS vs est—
Last surprise—
Setup gradeC
Conviction53 / 100
Pattern quality—
Tech rank62.3 / 100
Group rank77 / 100
Status laneNo active setup
Setup direction—
Pattern family
Resistance221.13
Support189.22
Days since event—
Candle confirm—

Financials as of Fri, Sep 30, 2016 · quarterly.

Congress activity

Disclosed STOCK Act trades in MORN · 4 recent

All disclosures →
MemberSideAmount
April McClain Delaney
April McClain Delaney
house · D · MD · traded 2026-01-15
Sell$1K–$15K
Lisa McClain
Lisa McClain
house · R · MI · traded 2025-08-04
Sell$1K–$15K
April McClain Delaney
April McClain Delaney
house · D · MD · traded 2025-08-02
Buy$15K–$50K
Lisa McClain
Lisa McClain
house · R · MI · traded 2025-07-22
Buy$1K–$15K

Insider activity

SEC Form 4 transactions in MORN · open-market 7 sells

InsiderSideShares
Wiersema Conan
CAO & PAO · Common Stock · 2026-09-01
Tax29
Holt Michael
Chief Financial Officer · Common Stock · 2026-09-01
Tax54
Mansueto Daniel
10% owner · Common Stock · 2026-08-24
Dispose376.97K
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-24
Sell1.18K
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-24
Sell226
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-24
Sell1.74K
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-24
Sell220
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-24
Sell978
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-24
Sell1.31K
Mansueto Joseph D
Executive Chairman · Common Stock · 2026-08-21
Sell268

SEC filings

EDGAR filings in MORN · 10 recent

EDGAR →

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