MORN MORNINGSTAR INC
2026Q2 · CUSIP 617700109 · Sector: Financials
Fund flows are within the usual range
411 funds held MORN at the end of 2026Q2, down 32 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.6B(YoY +9.3%), the P/E is 19.9x, return on equity is 41.2%. MORN has had 17 buying rushes in its history, and the price moved +1.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.
How many funds owned it, quarter by quarter
Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.
What happened after each past buying rush 17 times in its history
| Quarter of the rush | How unusual then | Price, next 3 months | Price, next 6 months |
|---|---|---|---|
| 2025Q1 | Top 20% | -1.9% | -16.1% |
| 2024Q4 | Top 20% | -7.1% | -4.6% |
| 2024Q1 | Top 10% | +0.5% | +5.4% |
| 2023Q4 | Top 20% | +11.1% | +9.6% |
| 2023Q3 | Top 5% | +1.1% | +1.1% |
| 2021Q4 | Top 20% | -2.1% | -17.5% |
| 2021Q3 | Top 10% | +5.0% | -14.4% |
| 2020Q4 | Top 20% | -5.6% | -6.4% |
These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.
Show all the numbers (large funds, value held, options…) ▾ Collapse ▴
These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.
8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.
Fundamentals
Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable
P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden
FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden
As of 2026-06-30 · SEC filings (XBRL)
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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.