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Morningstar, Inc. ยท NASDAQ
Price: $166.38 ยท Annual div: $1.91/share ยท Frequency: quarterly ยท Payout ratio: 50% ยท Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in MORN โ $3.80M in 10 years ยท $716.13/month
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold MORN.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| ๐บ๐ธ Roth IRA / 401k | 0% | 1.15% | -1.65% | $115 / yr |
| ๐บ๐ธ US Taxable (15%) โ | 15% | 0.98% | -1.82% | $98 / yr |
| ๐บ๐ธ US Taxable (20%) | 20% | 0.92% | -1.88% | $92 / yr |
| ๐ฌ๐ง UK ISA | 0% | 1.15% | -1.65% | $115 / yr |
| ๐ฌ๐ง UK Taxable | 8.75% | 1.05% | -1.75% | $105 / yr |
| ๐จ๐ฆ TFSA | 0% | 1.15% | -1.65% | $115 / yr |
| ๐จ๐ฆ CA Taxable | 25% | 0.86% | -1.94% | $86 / yr |
| ๐ฆ๐บ Super (pension) | 15% | 0.98% | -1.82% | $98 / yr |
| ๐ฆ๐บ AU Taxable | 30% | 0.80% | -1.99% | $81 / yr |
| ๐ฉ๐ช DE Taxable | 26.375% | 0.85% | -1.95% | $85 / yr |
| ๐ซ๐ท FR Taxable | 30% | 0.80% | -1.99% | $81 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.91/share/yr ยท ๐บ๐ธ US Taxable (15%) ยท static projection (no growth assumed).
MORN pays quarterly โ 4 times per year. Next ex-div: TBD.
How MORN compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024โ2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for MORN sourced from FMP /financial-growth endpoint โ real data, not estimates.
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
| Insider | Title | Type | Date | Shares | Price | Total Value |
|---|---|---|---|---|---|---|
| Sale | 2026-05-27 | 700 | $179.00 | $125.3K | ||
| Sale | 2026-05-21 | 5,081 | $172.33 | $875.6K | ||
| Sale | 2026-05-21 | 1,935 | $172.87 | $334.5K | ||
| Sale | 2026-05-21 | 234 | $174.07 | $40.7K | ||
| Sale | 2026-05-22 | 317 | $174.09 | $55.2K | ||
| Sale | 2026-05-22 | 114 | $174.98 | $19.9K | ||
| Sale | 2026-05-22 | 741 | $176.30 | $130.6K | ||
| Sale | 2026-05-22 | 578 | $177.08 | $102.4K | ||
| Sale | 2026-05-22 | 293 | $178.39 | $52.3K | ||
| Sale | 2026-05-22 | 227 | $179.52 | $40.8K |
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
Analyst consensus price target via FMP. Not a guarantee of future performance. Past analyst accuracy varies.
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores โ lower dividend cut risk. Data via FMP financial statements.
Revenue breakdown from latest annual report via FMP. Percentages may not sum to 100% due to rounding.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the MORN dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer โ
Morningstar, Inc. (MORN) is currently trading at $166.38, trading near its 52-week low. The current dividend yield is 1.15% based on an annual payout of $1.91 per share.
Morningstar, Inc. (MORN) is a financial services stock currently trading at $166.38 with a dividend yield of 1.15%. The company pays an annual dividend of $1.91 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, MORN has grown its dividend at a compound annual rate of 53.2%.
Auto-generated from live market data. For educational purposes only โ not financial advice.
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