MORN NASDAQ Week ended 31 Jul 2026

Weekly Investor Report

Morningstar Inc · Financial Services · Financial Data & Stock Exchanges

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Latest close 192.6 USD
11.6% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 8.4% above the Trend Line and sits at 38.6% of its 52-week range. The latest completed week returned 11.6%, after a 16.4% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bearish with 55/100 conviction, while the latest news-sentiment score is 53/100.

Setup score 42 out of 100
Latest Close 192.6 USD 31 Jul 2026
1W Return 11.6% latest completed week
4W Return 16.4% short-term follow-through
12W Return 9.0% quarterly tape
Trend Breadth 0.0% 0 of 52 weeks active
Volume Ratio 1.4x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Next-week expectancy is negative at 44.10% based on similar historical setup states.
  • Activity pressure is weak, so confirmation is not yet broad enough.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 11.6% Latest completed week; four-week move 16.4%. Indicator stack 0/100 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Buy Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Negative 44.10% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bearish 55/100 conviction; expected move 8.0%. News sentiment 53/100 26 relevant articles in the latest sentiment read. Event risk 29 Jul Latest stored earnings date was 29 Jul 2026.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 8.4% above the Trend Line and sits at 38.6% of its 52-week range. The latest completed week returned 11.6%, after a 16.4% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.4x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.2412-week average 0.16

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure11/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.24Current proprietary activity-pressure read.
Buy signals2Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 16.4% over four weeks, 9.0% over 12 weeks, and -28.8% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W11.6%
4W16.4%
12W9.0%
26W-4.4%
52W-28.8%
Active trend streak0 weeks
Active weeks in one year0
Trend breadth0.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.62Latest activity-pressure read.
Pressure change839.6%Four-week change in activity pressure.
Leadership-12.37Latest relative-leadership reading.
RS change60.7%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 97% Model confidence 93%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength73/100Blend of value, momentum, and quality. Underlying universe rank 28; rank 1 is best.
Value69/100Relative valuation strength. Underlying universe rank 32; rank 1 is best.
Quality98/100Profitability and accounting quality. Underlying universe rank 3; rank 1 is best.
Momentum8/100Medium-term price momentum. Underlying universe rank 93; rank 1 is best.
Growth34/100Revenue and earnings growth. Underlying universe rank 67; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
16.3x
Price divided by trailing earnings.
Price / sales
2.6x
Market value relative to trailing revenue.
EV / EBITDA
10.3x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
9.3%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
61.7%
Gross profit retained from each unit of revenue.
Operating margin
23.1%
Operating profit retained from revenue.
Free-cash-flow margin
29.6%
Free cash flow generated from revenue.
Return on invested capital
18.0%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
8.4%
Latest one-year revenue growth.
EPS growth
4.8%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
1.8%
Latest one-year free-cash-flow growth.
Piotroski F-score
6/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
1.1%
Cash dividends relative to market value.
Buyback yield
14.9%
Net share repurchases relative to market value.
Shareholder yield
16.0%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.8x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBearish

MORN shows bearish options pressure with a 55/100 conviction score, put-call volume ratio of 2.75, expected move of 8.0%, and Sharemaestro trend signal inactive.

Conviction55/100
Expected move8.0%
Put/call volume2.75
Pressure-59
Speculation22
Volatility71
Trend agreement69
Open options detail
Insider activity0 / 20

0 acquisitions and 20 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment53/100

Weighted news tone is neutral across 26 relevant articles.

7 positive · 19 neutral · 0 negative
Patient CapitalFresh

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

Fresh buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings29 JulLatest stored earnings date was 29 Jul 2026.
Options expected move8.0%Nearest-chain priced movement where available.
52-week drawdown-29.8%Distance below the 52-week high.
13-week volatility5.8%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher13 of 2613 weeks finished lower.
Best week+14.8%Week of 27 Feb.
Worst week-18.1%Week of 6 Feb.
Latest week+11.6%Week of 31 Jul.

Shape of recent returns

Strong gains8
Modest gains5
Flat weeks0
Modest losses7
Sharp losses6
Recent vol5.8%13-week weekly-return volatility.
Base vol5.7%52-week weekly-return volatility.
Up/down split22/30Count of positive and negative weeks in the 52-week window.
Average skew4.1% / -3.9%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape34/100

Trend, activity pressure, participation, and risk combine to a 34/100 tape read.

 Indicator analysis32/100

Latest 12-week confirmation: trend 0/12, activity pressure 11/12, relative leadership 0/12.

Activity pressure 0.24; No reversal markers Next-Week ExpectancyNegative 44.10%

Next-week expectancy is negative with a 44.10% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors63/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 3; Small Cap Core rank 36 Patient CapitalFresh

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

Fresh buy signal Options43/100

MORN shows bearish options pressure with a 55/100 conviction score, put-call volume ratio of 2.75, expected move of 8.0%, and Sharemaestro trend signal inactive.

Bearish · Put-side pressure · Expected move 8.0% Sentiment53/100

Weighted news tone is neutral across 26 relevant articles.

MORN|Morningstar Inc|Price:192.750|Chg%:-5.910 Insiders0 / 20

0 acquisitions and 20 disposals in the latest 180-day insider tape.

 Earnings29 Jul

Latest stored earnings date was 29 Jul 2026.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 2026192.6 USD11.6%177.6 USD261.0 USD0.62-12.373.3MOff
24 Jul 2026172.6 USD0.1%178.2 USD261.1 USD0.20-22.011.9MOff
17 Jul 2026172.5 USD4.4%179.7 USD261.5 USD0.18-24.381.5MOff
10 Jul 2026165.2 USD-0.2%181.1 USD261.8 USD-0.03-31.652.2MOff
3 Jul 2026165.4 USD7.3%182.7 USD262.0 USD0.07-31.491.7MOff
26 Jun 2026154.2 USD0.6%184.4 USD262.2 USD0.31-36.773.2MOff
19 Jun 2026153.2 USD-12.3%186.4 USD262.4 USD0.46-41.141.7MOff
12 Jun 2026174.7 USD-5.7%188.4 USD262.7 USD0.82-32.432.3MOff
5 Jun 2026185.2 USD1.7%189.6 USD262.8 USD0.90-27.962.6MOff
29 May 2026182.0 USD1.3%190.5 USD262.9 USD0.86-33.521.6MOff
22 May 2026179.6 USD5.6%191.5 USD263.1 USD0.80-33.672.7MOff
15 May 2026170.0 USD-3.8%192.8 USD263.2 USD0.62-37.552.6MOff
8 May 2026176.7 USD4.5%194.2 USD263.3 USD0.52-36.433.3MOff
1 May 2026169.0 USD-4.1%195.8 USD263.4 USD0.20-37.003.3MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.