13F
中

MORN MORNINGSTAR INC

2026Q1 · CUSIP 617700109 · Sector: Financials

Neutral · No signal
Holders
440
Δ holders QoQ
-34
Breadth percentile
Top 96%
Whale holders
203
Δ whales
+5
Inst. holding value
$3.9B
New positions
68
Closed positions
102
Price momentum (1Q)
+12.2%
Put / Call
3/3

Breadth history (34 quarters)

2018Q1: Δ-4 · h=177 2018Q2: Δ+21 · h=198 2018Q3: Δ+29 · h=227 2018Q4: Δ-7 · h=220 2019Q1: Δ+13 · h=233 2019Q2: Δ-3 · h=230 2019Q3: Δ+15 · h=245 2019Q4: Δ-7 · h=238 2020Q1: Δ-15 · h=223 2020Q2: Δ+26 · h=249 2020Q3: Δ+16 · h=265 2020Q4: Δ+35 · h=300 2021Q1: Δ+9 · h=309 2021Q2: Δ-12 · h=297 2021Q3: Δ+21 · h=318 2021Q4: Δ+27 · h=345 2022Q1: Δ-10 · h=335 2022Q2: Δ-13 · h=322 2022Q3: Δ-7 · h=315 2022Q4: Δ+5 · h=320 2023Q1: Δ-17 · h=303 2023Q2: Δ-10 · h=293 2023Q3: Δ+30 · h=323 2023Q4: Δ+31 · h=354 2024Q1: Δ+31 · h=385 2024Q2: Δ+11 · h=396 2024Q3: Δ+16 · h=412 2024Q4: Δ+41 · h=453 2025Q1: Δ+15 · h=468 2025Q2: Δ+14 · h=482 2025Q3: Δ-28 · h=454 2025Q4: Δ+20 · h=474 2026Q1: Δ-34 · h=440 2018Q1: holders=177 2018Q2: holders=198 2018Q3: holders=227 2018Q4: holders=220 2019Q1: holders=233 2019Q2: holders=230 2019Q3: holders=245 2019Q4: holders=238 2020Q1: holders=223 2020Q2: holders=249 2020Q3: holders=265 2020Q4: holders=300 2021Q1: holders=309 2021Q2: holders=297 2021Q3: holders=318 2021Q4: holders=345 2022Q1: holders=335 2022Q2: holders=322 2022Q3: holders=315 2022Q4: holders=320 2023Q1: holders=303 2023Q2: holders=293 2023Q3: holders=323 2023Q4: holders=354 2024Q1: holders=385 2024Q2: holders=396 2024Q3: holders=412 2024Q4: holders=453 2025Q1: holders=468 2025Q2: holders=482 2025Q3: holders=454 2025Q4: holders=474 2026Q1: holders=440 -41 -20.5 +0 +20.5 +41 159333507 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q1 Top 16% -16.1% -33.0%
2024Q4 Top 12% -5.3% -20.5%
2024Q1 Top 8% +5.4% +12.9%
2023Q4 Top 17% +9.6% +15.5%
2023Q3 Top 4% +1.1% +10.0%
2021Q4 Top 18% -17.5% -8.9%
2021Q3 Top 7% -12.6% -27.8%
2020Q4 Top 17% -3.7% +5.8%

Options Sentiment

Put holders
3
QoQ: 0
Call holders
3
QoQ: 0

See methodology →

Fundamentals

PE (TTM)
17.4
EPS (TTM)
$9.78
EPS YoY
+9.8%
Revenue (TTM)
$2.5B
Revenue YoY
+8.4%
Quarterly Revenue & EPS (4Y)
2022-06-30: $470M 2022-09-30: $468M 2022-12-31: $475M 2023-03-31: $480M 2023-06-30: $505M 2023-09-30: $516M 2023-12-31: $539M 2024-03-31: $543M 2024-06-30: $572M 2024-09-30: $569M 2024-12-31: $591M 2025-03-31: $582M 2025-06-30: $605M 2025-09-30: $617M 2025-12-31: $641M 2026-03-31: $645M 2022-06-30: EPS 0.70 2022-09-30: EPS -0.21 2022-12-31: EPS 0.09 2023-03-31: EPS -0.18 2023-06-30: EPS 0.84 2023-09-30: EPS 0.91 2023-12-31: EPS 1.72 2024-03-31: EPS 1.49 2024-06-30: EPS 1.60 2024-09-30: EPS 2.77 2024-12-31: EPS 2.72 2025-03-31: EPS 1.82 2025-06-30: EPS 2.09 2025-09-30: EPS 2.17 2025-12-31: EPS 2.79 2026-03-31: EPS 2.73 0M 322M 645M $M -0.23 1.42 3.07 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 44 2023-03-31: PE 4712023-06-30: PE 397.92023-09-30: PE 159.82023-12-31: PE 81.72024-03-31: PE 59.42024-06-30: PE 54.42024-09-30: PE 43.92024-12-31: PE 37.42025-03-31: PE 34.32025-06-30: PE 27.22025-09-30: PE 23.92025-12-31: PE 17.92026-03-31: PE 17.3 16 255 495 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)