MORN – Dividend Returns, History & Calculator

Dividend Contender 11 Years

Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar

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Company Info

Symbol MORN
Company Morningstar, Inc.
Sector Financial Services
Industry Financial Data & Stock Exchanges
Website Visit
Market Cap $8,977.1M

Price Data

Price $212.84
Price Change +3.62
Price Change % +1.73%
Next Earnings Report Oct 29, 2025
Low (52W) $202.89
High (52W) $365.00

Dividend Data

Div Yield 0.86%
5Y Avg Yield 0.57%
Current Div $0.455
Payouts/Year 4
Annualized $1.820
Previous Div $0.455
Ex-date Oct 3, 2025
Dividend Pay Date Oct 31, 2025

Growth Rates

Chowder Number 9.5
DGR 1Y 12.3%
DGR 3Y 8.1%
DGR 5Y 8.7%
DGR 10Y 9.1%

Total Returns

TTR 1Y - With Specials -37.6%
TTR 3Y - With Specials -3.9%
TTR 1Y - No Specials -37.6%
TTR 3Y - No Specials -3.9%

Fair Value

Fair Value (P/E 10) $190.41
FV (P/E 10) % 12.0%
Fair Value (Peter Lynch) $83.59
FV (Peter Lynch) % 155.0%
Fair Value (Blended) $212.12
FV (Blended) % 0.0%

Financial Metrics

Revenue 1Y 11.6%
NPM 15.7%
CF/Share $13.11
ROE 24.4%
Current R 1.0x
Debt/Capital 40.0%
ROTC 14.8%
P/E 24.2x
P/BV 5.8x
PEG 1.64
📊 Financial data last updated: November 24, 2025 1:29 pm

Calculate your MORN Dividend Returns

Quickly and easily calculate MORN dividend yield using our MORN calculator. Adjust the fields below to see how your MORN investments snowball over time.

Show Idealized Scenario (Assumes all future extra investments and dividends are made on Day 1 and reinvested instantly — this creates a best-case scenario for compounding growth.)

Portfolio Growth Over Time

Data last updated: November 26, 2025 12:52 pm

Year-by-Year Portfolio Growth (Realistic DRIP Scenario)

YearStart BalanceStart SharesShare PriceDividend / ShareDividend YieldYield on CostAnnual DividendTotal DividendsEnd SharesEnd Balance
1$10,00047$213.55$0.460.85%0.85%$92$9253$11,292
2$12,45353$235.51$0.490.83%0.92%$110$20258$13,763
3$15,17858$259.72$0.530.81%0.99%$129$33164$16,507
4$18,20564$286.42$0.570.79%1.06%$150$48268$19,555
5$21,56668$315.87$0.610.77%1.14%$172$65473$22,938
6$25,29673$348.35$0.650.75%1.23%$196$85077$26,693
7$29,43777$384.17$0.700.73%1.32%$222$1,07280$30,859
8$34,03280$423.67$0.760.71%1.42%$249$1,32184$35,481
9$39,12984$467.23$0.810.70%1.52%$279$1,60087$40,607
10$44,78387$515.27$0.880.68%1.64%$310$1,91090$46,293

MORN Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
10/03/202510/03/2025$0.4550.80%0.80%$226.12
07/11/202507/11/2025$0.4550.60%0.62%$293.88
04/04/202504/04/2025$0.4550.64%0.68%$268.76
01/03/202501/03/2025$0.4550.50%0.54%$334.73
10/04/202410/04/2024$0.4050.51%0.51%$318.96
07/12/202407/12/2024$0.4050.52%0.53%$305.55
04/04/202404/04/2024$0.4050.51%0.53%$304.00
01/04/202401/04/2024$0.4050.56%0.59%$273.34
10/05/202310/05/2023$0.3750.65%0.65%$229.14
07/06/202307/06/2023$0.3750.77%0.77%$194.00
04/05/202304/05/2023$0.3750.73%0.74%$201.87
01/05/202301/05/2023$0.3750.68%0.70%$214.93
10/17/202210/17/2022$0.3600.65%0.65%$220.18
06/30/202206/30/2022$0.3600.58%0.60%$241.83
03/31/202203/31/2022$0.3600.49%0.53%$273.17
01/06/202201/06/2022$0.3600.41%0.46%$316.51
10/18/202110/18/2021$0.3150.46%0.46%$275.07
07/08/202107/08/2021$0.3150.49%0.50%$252.71
04/08/202104/08/2021$0.3150.53%0.54%$233.41
12/31/202012/31/2020$0.3150.52%0.54%$231.57
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Invest in MORN with Interactive Brokers

MORN 10-yr Total Return ($10,000 invested)

This analysis of MORN demonstrates the power of dividend reinvestment over a 10-year period with a $10,000 initial investment. The dividend reinvestment strategy delivered a 12.2% CAGR, representing strong long-term performance. While recent 5-year returns averaged 5.1% annually, the exceptional 10-year performance of 12.2% demonstrates sustained long-term growth. The DRIP strategy provided 20% more total return compared to collecting dividends as cash, highlighting the compounding effect of reinvestment.

With DRIP No DRIP

Total Return with and without DRIP (MORN)

Over the selected period, investing $10,000 in MORN would grow to $33,224 with DRIP (232.2%), and $32,353 without DRIP (223.5%).

MORN Dividend Reinvestment Snowball

Investing $10,000 + $100/mo in MORN with historic price growth (10.29%) and dividend growth (7.54%) produces dramatically different outcomes depending on whether you reinvest dividends.

After 20 Years

Your Investment: $34,000

With DRIP

Portfolio: $161,822

Annual Dividend: $831

Yield on Cost: 2.44%

Total Dividends: $7,189

No DRIP

Portfolio: $152,547

Total Dividends: $6,691

After 30 Years

Your Investment: $46,000

With DRIP

Portfolio: $471,109

Annual Dividend: $1,879

Yield on Cost: 4.09%

Total Dividends: $19,634

No DRIP

Portfolio: $426,550

Total Dividends: $17,671

Milestones on the way

By year 13, the compounding really starts to show. Your total dividends collected reach $2,993 against a total investment of $25,600. At this point, your portfolio is throwing off $444 per year in dividends alone.

By year 17, the annual dividend climbs to around your initial contribution. For a starting investment of $10,000, the yearly dividend now sits at approximately $641, a powerful “income on autopilot” milestone.

After two decades, cumulative dividends total $7,189 versus $34,000 invested, nearly a 21% recovery of capital purely from income. Yield on cost reaches 2.44%.

At year 25, the income engine takes over. The portfolio’s annual dividend of $1,259 is greater than total contributions to date ($40,000), and cumulative dividends exceed $12,164.

By year 30, the DRIP snowball is in full force. Yearly income reaches $1,879, cumulative dividends total $19,634, and the DRIP portfolio value stands at $471,109, compared with $426,550 if dividends weren’t reinvested.

How we estimate these numbers

We use the latest calculator inputs for MORN, price $213.72, dividend per period $0.46 (4x/year), along with historic growth assumptions: price growth 10.29% and dividend growth 7.54% annually.

We simulate month by month for 30 years. Every month, a $100 contribution is added and converted to shares at that month’s price. Dividends are paid roughly evenly across the year based on the dividend frequency; in the DRIP path, each payout immediately buys additional shares at the then-current price. In the No-DRIP path, dividends accrue as cash. Prices grow using a monthly rate derived from the annual price growth. Dividends per share increase once per year at the annual dividend growth rate.

This model isn’t investment advice; it’s a simple, transparent framework that illustrates how reinvesting dividends can accelerate both income and total return over time.

Projected Future Returns & Dividends for MORN

Based on past 10-year performance, here are MORN growth metrics:

Share price CAGR of +5.86%
Dividend CAGR of +9.13%

Using MORN CAGR metrics, we can estimate that your initial $10,000 investment, over the next 10 years, should grow as follows:

MORN (DRIP)MORN (No DRIP)
Current Price$209.85$209.85
Start Shares47.6547.65
Start Value$10,000$10,000
After 10 years:
Final Share Count52.7947.65
Dividends Payment$4.36$4.36
Annual Dividends$227$208
Yield on cost2.27%2.08%
Share Price$370.71$370.71
Total Dividends$1,522$1,447
Final Value$19,570$19,112

Estimated Future Value + Dividends – MORN

Dividend History: Payments & Yield

Shows quarterly dividend payments with trailing yield and a 5-year rolling average overlay. Use the range pills to switch the visible period.

Yield Dividend

Dividend Growth

Lifetime quarterly dividend amounts, with range controls for 1Y/2Y/5Y/10Y. Useful to visualize the cadence and pace of dividend increases over time.

Dividend

Dividend Payments & Yield

Quarterly dividends with TTM yield and a 5‑year rolling average overlay. Helps compare current yield versus recent history across different ranges.

Dividend 5-yr Rolling AVG Yield

MORN Dividend History

Ex-Date Payment Date Amount TTM Yield Forward Yield Price on Ex-Date
10/03/202510/03/2025$0.4550.80%0.80%$226.12
07/11/202507/11/2025$0.4550.60%0.62%$293.88
04/04/202504/04/2025$0.4550.64%0.68%$268.76
01/03/202501/03/2025$0.4550.50%0.54%$334.73
10/04/202410/04/2024$0.4050.51%0.51%$318.96
07/12/202407/12/2024$0.4050.52%0.53%$305.55
04/04/202404/04/2024$0.4050.51%0.53%$304.00
01/04/202401/04/2024$0.4050.56%0.59%$273.34
10/05/202310/05/2023$0.3750.65%0.65%$229.14
07/06/202307/06/2023$0.3750.77%0.77%$194.00
04/05/202304/05/2023$0.3750.73%0.74%$201.87
01/05/202301/05/2023$0.3750.68%0.70%$214.93
10/17/202210/17/2022$0.3600.65%0.65%$220.18
06/30/202206/30/2022$0.3600.58%0.60%$241.83
03/31/202203/31/2022$0.3600.49%0.53%$273.17
01/06/202201/06/2022$0.3600.41%0.46%$316.51
10/18/202110/18/2021$0.3150.46%0.46%$275.07
07/08/202107/08/2021$0.3150.49%0.50%$252.71
04/08/202104/08/2021$0.3150.53%0.54%$233.41
12/31/202012/31/2020$0.3150.52%0.54%$231.57
10/15/202010/15/2020$0.3000.66%0.66%$182.18
07/01/202007/01/2020$0.3000.79%0.80%$149.42
04/02/202004/02/2020$0.3001.03%1.07%$112.50
01/02/202001/02/2020$0.3000.75%0.79%$151.30
10/17/201910/17/2019$0.2800.72%0.72%$156.62
07/03/201907/03/2019$0.2800.74%0.76%$146.80
04/04/201904/04/2019$0.2800.83%0.87%$128.08
01/03/201901/03/2019$0.2800.96%1.04%$107.77
10/16/201810/16/2018$0.2500.86%0.86%$115.76
07/05/201807/05/2018$0.2500.76%0.77%$129.33
04/05/201804/05/2018$0.2500.99%1.03%$97.38
01/04/201801/04/2018$0.2500.98%1.04%$96.29
10/17/201710/17/2017$0.2301.08%1.08%$85.43
07/05/201707/05/2017$0.2301.16%1.17%$78.45
04/05/201704/05/2017$0.2301.19%1.21%$75.93
01/04/201701/04/2017$0.2301.19%1.23%$75.06
10/06/201610/06/2016$0.2201.14%1.14%$77.50
07/06/201607/06/2016$0.2201.06%1.09%$80.44
04/06/201604/06/2016$0.2200.94%1.00%$87.69
01/06/201601/06/2016$0.2200.99%1.10%$79.65
10/07/201510/07/2015$0.1900.95%0.95%$80.42
07/08/201507/08/2015$0.1900.93%0.96%$79.49
04/08/201504/08/2015$0.1900.97%1.03%$73.86
01/07/201501/07/2015$0.1901.12%1.21%$62.73
10/08/201410/08/2014$0.1701.02%1.02%$66.43
07/09/201407/09/2014$0.1700.92%0.98%$69.14
04/09/201404/09/2014$0.1700.77%0.89%$76.45
01/08/201401/08/2014$0.1700.70%0.87%$78.01
10/09/201310/09/2013$0.1250.66%0.66%$75.87
07/10/201307/10/2013$0.1250.62%0.65%$76.57
04/10/201304/10/2013$0.1250.67%0.75%$66.93
12/13/201212/13/2012$0.1250.65%0.77%$65.23
10/10/201210/10/2012$0.1000.63%0.63%$63.29
07/11/201207/11/2012$0.1000.59%0.67%$59.37
04/11/201204/11/2012$0.1000.49%0.65%$61.23
01/11/201201/11/2012$0.1000.42%0.67%$59.50
10/12/201110/12/2011$0.0500.34%0.34%$59.60
07/13/201107/13/2011$0.0500.24%0.32%$61.82
04/13/201104/13/2011$0.0500.17%0.34%$59.44
12/29/201012/29/2010$0.0500.09%0.37%$53.96
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Dividend Payout Ratio

Tracks the percentage of earnings paid out as dividends each quarter. Lower and stable ratios often indicate safer, more sustainable payouts.

Payout Ratio

Dividend to Free Cash Flow Ratio

Shows dividends as a percentage of free cash flow. Consistently high values may signal limited reinvestment capacity or potential dividend risk.

Dividend/FCF Ratio

Share Price

Historical closing price with range controls. Table view includes quarter‑over‑quarter and year‑over‑year changes for additional context.

MORN Price

Price to Earnings

MORN trades at a 117.8x price-to-earnings ratio. This elevated valuation suggests investors expect strong future growth.

Price to Sales

MORN trades at a 17.5x price-to-sales ratio, providing insight into market valuation relative to revenue generation.

Revenue

MORN generated $0.6B in revenue.

Net Income

MORN reported $0.1B in net income. Net income has grown by 90% over the period.

Revenue vs Net Income

MORN generated $0.6B in revenue with net income of $0.1B, representing a 14.8% net profit margin.

Gross Profit

MORN achieved $0.5B in gross profit, showing revenue after direct production costs.

Operating Income

MORN generated $0.2B in operating income, representing profit from core business operations.

EBITDA

MORN generated $0.2B in EBITDA, measuring operational profitability before interest, taxes, depreciation, and amortization.

Operating Cash Flow

MORN generated $0.1B in operating cash flow, demonstrating the company’s ability to convert earnings into cash.

Free Cash Flow

MORN generated $0.1B in free cash flow. Free cash flow has increased by 51% over the period.

Free Cash Flow / Share

MORN generates $2.04 in free cash flow per share. FCF per share has grown by 51% over the period.

Earnings Per Share (EPS)

MORN reported $2.23 in earnings per share. EPS has grown by 90% over the period.

Return on Equity (ROE)

MORN delivered a 12.4% return on equity, indicating how effectively the company generates returns for shareholders.

Return on Assets (ROA)

MORN achieved a 7.4% return on assets, measuring how efficiently the company uses its assets to generate profit.

Net Profit Margin

MORN maintains a 14.8% net profit margin, showing the percentage of revenue retained as profit after all expenses.

Gross Profit Margin

MORN operates with a 75.1% gross profit margin, reflecting pricing power and cost efficiency in core operations.

Cash & Debt

MORN holds $0.1B in cash against $0.0B in debt, resulting in a net cash position of $0.1B.

Shares Outstanding

MORN has 0.0B shares outstanding.

Stock-Based Comp

MORN reported $0.0B in stock-based compensation.

FCF vs Stock Based Comp

MORN generated $0.1B in free cash flow while spending $0.0B on stock-based compensation, representing 18% of FCF.

FCF vs FCF / Share

MORN reported $0.1B in free cash flow, translating to $2.04 per share.

Revenue: Actual + Estimates

This chart tracks MORN revenue: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EPS: Actual + Estimates

This chart tracks MORN eps: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Net Income: Actual + Estimates

This chart tracks MORN net income: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

EBITDA: Actual + Estimates

This chart tracks MORN ebitda: actual + estimates metrics over time, providing insights into the company’s financial performance and trends.

Disclaimer: The information on this page is for educational and entertainment purposes only and does not constitute financial advice. Do your own research and consult a qualified financial advisor before making investment decisions. Data sources include Yahoo Finance and other third-party providers and may contain errors or delays.

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