Morningstar, Inc.
As of Oct 22, 2026, Morningstar is in Stage 2, the uptrend phase, now in week 8 (since Sep 2, 2026). It closed at $223.33, at its 52-week high and above its 200-day average, which is falling.
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. More about the company
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Setup-score rank among Stage 2 peers: #1 of 6 in Financial Data & Stock Exchanges · #1 of 215 in Financials
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MORN among Financial Data & Stock Exchanges9th of 13 by relative strength
All 13 →| # | Stock | Stage | RS | 1M |
|---|---|---|---|---|
| 1 | MKTW | Stage 3 · wk 3 | 82 | −1.5% |
| 2 | CME | Stage 2 · wk 1 | 69 | +13.0% |
| 3 | FDS | Stage 2 · wk 12 | 67 | +20.0% |
| 4 | NDAQ | Stage 2 · wk 10 | 67 | +8.2% |
| 5 | MSCI | Stage 4 · wk 5 | 67 | +11.6% |
| 6 | VALU | Stage 2 · wk 12 | 64 | +11.0% |
| 7 | ICE | Stage 2 · wk 4 | 59 | +4.8% |
| 8 | TRU | Stage 3 · wk 4 | 58 | +17.6% |
| 9 | MORN | Stage 2 · wk 8 | 56 | +11.8% |
Morningstar: quick answers
What stage is Morningstar in?
As of Oct 22, 2026, Morningstar (MORN) is in Stage 2, the uptrend phase. It entered Stage 2 on Sep 2, 2026 and is in week 8. What the four stages mean
Is Morningstar in an uptrend?
Yes. Morningstar is in a Stage 2 uptrend. It trades 21.0% above its 200-day average, which is falling.
How far is Morningstar from its 52-week high?
Morningstar closed at $223.33 on Oct 22, 2026, at its 52-week high. Its 52-week low is $141.04.
How has Morningstar performed over the past year?
As of Oct 22, 2026, Morningstar is up 1.9% over the past year and up 7.1% so far in 2026.
Which sector and industry is Morningstar in?
Morningstar is in the Financial Data & Stock Exchanges industry, part of the Financials sector.
About this companyFinancials· Financial Data & Stock Exchanges
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Visit company website →All analytics based on EOD data. Data as of 2026-10-22. Past data patterns are not indicative of future results. This page is a data analytics tool only.