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Morningstar, Inc. · Financials · Trading
As of 2026-06-26, Morningstar, Inc. (MORN) has a 3-month relative strength percentile of 34 within the TickerStance CS+ADRC universe (~5,000 tickers). Its Power rating (absolute 1–99) is 41. The current market Stance is 47 (Neutral). Sector: Financials, ranked 9 of 11. Average daily range 4.6%, relative volume 2.44×. TickerStance reports observed regime conditions across the full CS+ADRC universe; band assignment reflects current breadth, momentum, and macro inputs computed at the daily close. Percentile ranks run from 1 (weakest) to 99 (strongest) relative to all universe members on the same date.
Diluted EPS, last 8 quarters. Positive EPS uses YoY change.
Relative strength across horizons plus the leadership score.
Accumulation rating, relative volume, U/D ratio, breakout-day proof.
34 is not yet a leadership-grade RS read, Market Stance is 47
YoY sales growth, last 8 quarters. Sales must back the earnings story.
TTM operating margin. Expansion = real operating leverage.
YoY common shares outstanding. Down = buyback tailwind. Up > 2% = dilution flag.
Reported figures from SEC filings. No analyst estimates or forward guidance.
Daily range, ATR, beta, and the math for a 1-ADR stop.
MORN is in a stage 4 downtrend, week 3. Extended from base. VCP detected: inconclusive. Distance from 50d / 200d: -11.4% / -21.2%.
Weak relative strength and quiet attention. Little to read here either way.
Measures how unusual this name’s public attention is against its own 90-day history — a surprise reading, not a ranking of how watched it is versus other stocks. Intel, not a signal.
News
MORN is held by 14 ETFs as of Mar 2026. Top owner: IJH at 0.12% weight, $128M notional. Top 3 carry $330M.
Top 10 by value, from SEC N-PORT-P filings dated Mar 2026.
| ETF | Weight | Value |
|---|---|---|
| IJHiShares Core S&P Mid-Cap ETF | 0.12% | $128M |
| VTIVanguard Total Stock Market ETF | 0.01% | $117M |
| VBVanguard Small Cap ETF | 0.05% | $85M |
| VBKVanguard Small-Cap Growth ETF | 0.12% | $47M |
| VXFVanguard Extended Market ETF | 0.05% | $43M |
| MDYState Street SPDR S&P MIDCAP 400 ETF Trust | 0.12% | $29M |
| IWRiShares Russell Midcap ETF | 0.03% | $14M |
| IWFiShares Russell 1000 Growth ETF | 0.01% | $10M |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | 0.01% | $5M |
| IWDiShares Russell 1000 Value ETF | 0.00% | $3M |
Showing 10 of 14 ETF owners.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MORN Jan avg: 0.07% median: -2.42% win: 25% σ: 8.33% n: 4 2022-04-12 → 2026-05-29 | MORN Feb avg: -5.41% median: -6.96% win: 25% σ: 9.19% n: 4 2022-04-12 → 2026-05-29 | MORN Mar avg: -2.73% median: -3.24% win: 25% σ: 4.62% n: 4 2022-04-12 → 2026-05-29 | MORN Apr avg: -6.24% median: -5.43% win: 0% σ: 4.42% n: 5 2022-04-12 → 2026-05-29 | MORN May avg: 6.90% median: 7.89% win: 100% σ: 5.45% n: 5 2022-04-12 → 2026-05-29 | MORN Jun avg: -1.43% median: -1.21% win: 50% σ: 4.27% n: 4 2022-04-12 → 2026-05-29 (current) | MORN Jul avg: 4.64% median: 6.48% win: 75% σ: 12.24% n: 4 2022-04-12 → 2026-05-29 | MORN Aug avg: -4.02% median: -3.15% win: 25% σ: 5.11% n: 4 2022-04-12 → 2026-05-29 | MORN Sep avg: -4.02% median: -3.10% win: 50% σ: 6.33% n: 4 2022-04-12 → 2026-05-29 | MORN Oct avg: 2.94% median: 5.46% win: 75% σ: 8.14% n: 4 2022-04-12 → 2026-05-29 | MORN Nov avg: 6.66% median: 6.77% win: 100% σ: 4.47% n: 4 2022-04-12 → 2026-05-29 | MORN Dec avg: -3.60% median: -1.95% win: 50% σ: 6.06% n: 4 2022-04-12 → 2026-05-29 |