Morningstar: 15% Recovery With Room To Climb Higher

Treading Softly Investing Group Follow Summary Morningstar remains attractively valued, trading at a 33% discount to a $289 fair value estimate, with a “Buy” rating reaffirmed. MORN’s Q2 2026 results showed 9.6% revenue growth, 29.2% EPS growth, and a 280-basis-point margin expansion, driven by strong segment performance and accretive acquisitions. Consensus forecasts 16.7% annual EPS growth through 2028, supporting expectations for double-digit dividend increases and robust long-term total returns. Key risks include cyclicality in asset management, market downturns, and potential slowdowns in institutional tech spending impacting subscription growth. Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More » John M Lund Photography Inc/DigitalVision via Getty Images Co-authored by Kody's Dividends Whenever I'm asked about a fund, the Morningstar, Inc. ( MORN ) rating of it always comes up. Investors depend on the evaluation that MORN provides for insight and This article was written by Treading Softly 5.18K Followers Follow Scott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings team Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.