Morningstar: A Gold Star Opportunity

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Treading SoftlyInvesting GroupFollow5ShareSavePlay(10min)CommentsSummaryMorningstar trades at a discount to fair value, offering compelling upside potential with a projected 65.8% return by March 2027.MORN posted Q4 2025 revenue growth of 8.5% and non-GAAP EPS up 26.6%, driven by strong platforms and new product launches.Retention rates remain exceptional, with Morningstar Data and Direct renewal rates exceeding 100%, underscoring durable client loyalty despite AI disruption risks.MORN's sustainable dividend yield, low payout ratio, and 14-year growth streak reinforce its fortress portfolio appeal for total return and income investors.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More » Jordan Siemens/DigitalVision via Getty Images Co-authored by Kody's Dividends When I was a child, I used to love visiting my grandparents' farm, especially in the evening or at night. There have been many a Christmas evening where my family and I were walking to our car, leaving my grandparents' house acrossThis article was written byTreading Softly4.31K FollowersFollowScott 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 teamSeeking 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.
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