Morningstar (NASDAQ:MORN) Azioni

Morningstar

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.

Morningstar Inc

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has risen 24.88% since its last report. The company recently reported that it has 697 thousand shares sold short, which is 2.61% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.07 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743710434_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.44%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

MORN

How Do Investors Really Feel About Morningstar?

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 10 years by 4.14% on an annualized basis producing an average annual return of 14.81%. Currently, Morningstar has a market capitalization of $12.72 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 10 years ago, it would be worth $394.01 today based on a price of $296.64 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742480114_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Here's How Much $100 Invested In Morningstar 10 Years Ago Would Be Worth Today

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has risen 6.63% since its last report. The company recently reported that it has 560 thousand shares sold short, which is 2.09% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.29 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741882630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.50%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Looking Into Morningstar's Recent Short Interest

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 15 years by 26.44% on an annualized basis producing an average annual return of 37.38%. Currently, Morningstar has a market capitalization of $12.20 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 15 years ago, it would be worth $11,694.77 today based on a price of $284.43 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741793411_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Morningstar 15 Years Ago Would Be Worth Today

BMO Capital analyst Jeff Silber maintains Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) with a Outperform and lowers the price target from $387 to $370.

Price Target

Analyst Ratings

BMO Capital Maintains Outperform on Morningstar, Lowers Price Target to $370

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) reported quarterly earnings of $2.14 per share which beat the analyst consensus estimate of $2.06 by 3.88 percent. This is a 8.63 percent increase over earnings of $1.97 per share from the same period last year. The company reported quarterly sales of $591.00 million which beat the analyst consensus estimate of $580.81 million by 1.75 percent. This is a 9.71 percent increase over sales of $538.70 million the same period last year.

Earnings

Earnings Beats

Morningstar Q4 2024 Adj EPS $2.14 Beats $2.06 Estimate, Sales $591.00M Beat $580.81M Estimate

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Earnings Scheduled For February 26, 2025

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 5 years by 2.71% on an annualized basis producing an average annual return of 16.78%. Currently, Morningstar has a market capitalization of $13.81 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 5 years ago, it would be worth $220.99 today based on a price of $321.98 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740494709_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Morningstar 5 Years Ago Would Be Worth Today

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has risen 8.12% since its last report. The company recently reported that it has 569 thousand shares sold short, which is 2.13% of all regular shares that are available for trading. Based on its trading volume, it would take traders 5.04 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738936815_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.20%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 5 years by 3.2% on an annualized basis producing an average annual return of 15.78%. Currently, Morningstar has a market capitalization of $14.03 billion. 
Buying $1000 In MORN: If an investor had bought $1000 of MORN stock 5 years ago, it would be worth $2,072.03 today based on a price of $327.07 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738936810_0_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In Morningstar 5 Years Ago Would Be Worth This Much Today

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has risen 5.56% since its last report. The company recently reported that it has 507 thousand shares sold short, which is 1.9% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.78 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1735929020_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 2.83%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Peering Into Morningstar's Recent Short Interest

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 10 years by 6.81% on an annualized basis producing an average annual return of 18.17%. Currently, Morningstar has a market capitalization of $14.57 billion. 
Buying $100 In MORN: If an investor had bought $100 of MORN stock 10 years ago, it would be worth $518.55 today based on a price of $339.81 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1735572611_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In Morningstar 10 Years Ago Would Be Worth This Much Today

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 15 years by 27.45% on an annualized basis producing an average annual return of 39.06%. Currently, Morningstar has a market capitalization of $14.49 billion. 
Buying $1000 In MORN: If an investor had bought $1000 of MORN stock 15 years ago, it would be worth $139,962.73 today based on a price of $337.94 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734645609_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Morningstar Stock In The Last 15 Years

Revealing a significant insider sell on December 16, JASON DUBINSKY, Chief Financial Officer at Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>), as per the latest SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001289419/000128941924000163//Archives/edgar/data/1289419/000128941924000163/0001289419-24-000163-index.htm">U.S. Securities and Exchange Commission</a> on Monday outlined that DUBINSKY executed a sale of 3,223 shares of Morningstar with a total value of $1,137,347.
At Tuesday morning, Morningstar shares are down by 0.0%, trading at $355.53.
<h3>Discovering Morningstar: A Closer Look</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
<h3>Morningstar: A Financial Overview</h3>
Revenue Growth: Morningstar's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 10.46%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Insights into Profitability:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 60.89%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): The company excels with an EPS that surpasses the industry average. With a current EPS of 2.79, Morningstar showcases strong earnings per share.
</li>
</ul>
Debt Management: Morningstar's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.67, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 46.9 is lower than the industry average, implying a discounted valuation for Morningstar's stock.
</li>
<li>
Price to Sales (P/S) Ratio: With a P/S ratio of 6.9 below industry standards, the stock shows potential undervaluation, making it an appealing investment option for those focusing on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Morningstar's EV/EBITDA ratio at 23.73 suggests potential undervaluation, falling below industry averages.
</li>
</ul>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
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<h3>Exploring the Significance of Insider Trading</h3>
Emphasizing the importance of a comprehensive approach, considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
Considering the legal perspective, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, according to Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Nevertheless, insider sells may not necessarily indicate a bearish view and can be influenced by various factors.
<h3>Navigating the World of Insider Transaction Codes</h3>
Navigating through the landscape of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001289419">Check Out The Full List Of Morningstar's Insider Trades.</a>
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Morningstar Chief Financial Officer Sold $1.14M In Company Stock

Management

Morningstar Names Michael Holt As CFO Effective January 1, 2025; Holt, Current Chief Strategy Officer, Will Oversee Global Finance After Jason Dubinsky Steps Down And Assumes Consulting Role

Dividends

Morningstar Increases Quarterly Dividend From $0.405 To $0.455 Per Share

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has fallen 20.0% since its last report. The company recently reported that it has 118 thousand shares sold short, which is 0.44% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731693610_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 2.85%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Disclosed on November 12, Steven Kaplan, Director at Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: Kaplan opted to sell 1,250 shares of Morningstar, according to a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001289419/000128941924000123//Archives/edgar/data/1289419/000128941924000123/0001289419-24-000123-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday. The transaction's total worth stands at $435,725.
Tracking the Wednesday's morning session, Morningstar shares are trading at $350.55, showing a down of 0.0%.
<h3>Delving into Morningstar's Background</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
<h3>A Deep Dive into Morningstar's Financials</h3>
Revenue Growth: Over the 3 months period, Morningstar showcased positive performance, achieving a revenue growth rate of 10.46% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Key Profitability Indicators:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 60.89%, indicating concerns regarding cost management and overall profitability relative to its industry counterparts.
</li>
<li>
Earnings per Share (EPS): Morningstar's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 2.79.
</li>
</ul>
Debt Management: With a high debt-to-equity ratio of 0.67, Morningstar faces challenges in effectively managing its debt levels, indicating potential financial strain.
Insights into Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 46.25, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 6.8 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a below-average EV/EBITDA ratio of 23.41, Morningstar presents an opportunity for value investors. This lower valuation may attract investors seeking undervalued opportunities.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
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<h3>The Impact of Insider Transactions on Investments</h3>
While insider transactions should not be the sole basis for making investment decisions, they can play a significant role in an investor's decision-making process.
Within the legal framework, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as per Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
The initiation of a new purchase by a company insider serves as a strong indication that they expect the stock to rise.
However, insider sells may not always signal a bearish view and can be influenced by various factors.
<h3>The Insider's Guide to Important Transaction Codes</h3>
Navigating through the landscape of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001289419">Check Out The Full List Of Morningstar's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Morningstar Director Sold $435K In Company Stock

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has fallen 12.7% since its last report. The company recently reported that it has 147 thousand shares sold short, which is 0.55% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.14 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730394020_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.00%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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