MORN (Morningstar) Total Payout Ratio: 2.47 (As of Jul. 31, 2026)

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MORN Morningstar Inc MORN
81 GF Score
Price $193.15
GF Value $355.82
Valuation Significantly Undervalued
! 3 Warning Signs
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What is Morningstar Total Payout Ratio?

Morningstar MORN +0.02% 81 Total Payout Ratio is 2.47 as of Jul. 31, 2026. GuruFocus rates MORN with a GF Score™ of 81/100 and a GF Value™ of $355.82 (Significantly Undervalued). The stock has 3 warning signs investors should review.

Total Payout Ratio is the percent a company has paid to its shareholders through net repurchase of shares and dividends based on its Net Income.

Morningstar's current Total Payout Ratio is 2.47.


Morningstar Total Payout Ratio Related Terms


Morningstar Total Payout Ratio Historical Data

* Premium members only.

The historical data trend for Morningstar's Total Payout Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Morningstar Total Payout Ratio Chart

Morningstar Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Payout Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.29 4.08 0.46 0.22 2.31

Morningstar Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Total Payout Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.48 2.07 3.60 2.99 1.10

MORN vs FDS, OTCM, VALU: Total Payout Ratio Comparison

For the Financial Data & Stock Exchanges subindustry, Morningstar's Total Payout Ratio, along with its competitors' market caps and Total Payout Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Morningstar Total Payout Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Morningstar's Total Payout Ratio distribution charts can be found below:

* The bar in red indicates where Morningstar's Total Payout Ratio falls into.


MORN
81GF Score
Morningstar Inc MORN
Total Payout Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Morningstar Total Payout Ratio Calculation

Total Payout Ratio is a measurement showing the proportion of earnings a company pays shareholders in the form of dividends and net stock repurchases.

Morningstar's Total Payout Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Total Payout Ratio=- (Repurchase of Stock + Issuance of Stock + Cash Flow for Dividends) / Net Income
=- (-787 + 0 + -76.9) / 374.2
=2.31

Morningstar's Total Payout Ratio for the quarter that ended in Jun. 2026 is calculated as

Total Payout Ratio=- (Repurchase of Stock + Issuance of Stock + Cash Flow for Dividends) / Net Income
=- (-100 + 0 + -19) / 107.8
=1.10

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Total Payout Ratio →
What does a Total Payout Ratio of 2.47 mean?
Morningstar (MORN) has a Total Payout Ratio of 2.47 as of Jul. 31, 2026. Total Payout Ratio is the percent a company has paid to its shareholders through net repurchase of shares and dividends based on its Net Income. View historical data on Morningstar and its competitors.
Is Morningstar's Total Payout Ratio too high?
Morningstar's current Total Payout Ratio is 2.47. Overall, Morningstar has a GF Score™ of 81/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Morningstar's Total Payout Ratio compare to FDS and OTCM?
Morningstar's Total Payout Ratio of 2.47 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Payout Ratio for a Capital Markets company?
A good Total Payout Ratio depends on the Capital Markets industry context. However, Total Payout Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Payout Ratio mean?
A high Total Payout Ratio can signal that a stock is expensive relative to its fundamentals. Total Payout Ratio is the percent a company has paid to its shareholders through net repurchase of shares and dividends based on its Net Income. View historical data on Morningstar and its competitors. Morningstar's current Total Payout Ratio is 2.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morningstar stock overvalued right now?
Based on GuruFocus' analysis, Morningstar (MORN) is currently considered Significantly Undervalued. The stock's GF Value™ is $355.82, compared to a current price of $193.15 — trading 45.7% below its estimated fair value. The current Total Payout Ratio is 2.47. Morningstar's overall GF Score™ is 81/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Payout Ratio calculated?
Total Payout Ratio is calculated from a company's financial statements. For Morningstar (MORN), the current Total Payout Ratio is 2.47 as of Jul. 31, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Morningstar (MORN) Overvalued in 2026?

Based on GuruFocus' analysis, Morningstar stock appears to be undervalued. The current stock price of $193.15 is trading 45.7% below its estimated GF Value™ of $355.82. GuruFocus considers Morningstar to be Significantly Undervalued.

Key valuation signals for MORN:

  • Total Payout Ratio: 2.47
  • GF Value™: $355.82 vs. price of $193.15 (45.7% below fair value)
  • GF Score™: 81/100 with 3 warning signs

No single metric tells the full story. See the MORN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Morningstar Business Description

Other Exchanges MRS:Germany
Address 22 West Washington Street, Chicago, IL, USA, 60602
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
81GF Score

Get the complete analysis for MORN

Total Payout Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$193.15
Price
$355.82
GF Value