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Video: Compound Annual Growth Rate (CAGR) Definition
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 |
| Date |
Open |
High |
Low |
Close |
Volume |
| 05/04/2026 |
$168.22 |
$172.56 |
$165.71 |
$167.67 |
489.80K | | 05/05/2026 |
$166.80 |
$170.53 |
$161.18 |
$166.56 |
979.10K | | 05/06/2026 |
$165.00 |
$169.13 |
$164.01 |
$167.66 |
694.20K | | 05/07/2026 |
$168.51 |
$180.18 |
$166.66 |
$177.91 |
647.40K | | 05/08/2026 |
$176.61 |
$178.90 |
$172.02 |
$176.70 |
522.90K |
 |
| Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. | |
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Morningstar (MORN) has the following price history information. Looking back at MORN historical stock prices for the last five trading days, on May 04, 2026, MORN opened at $168.22, traded as high as $172.56 and as low as $165.71, and closed at $167.67. Trading volume was a total of 489.80K shares. On May 05, 2026, MORN opened at $166.80, traded as high as $170.53 and as low as $161.18, and closed at $166.56. Trading volume was a total of 979.10K shares. On May 06, 2026, MORN opened at $165.00, traded as high as $169.13 and as low as $164.01, and closed at $167.66. Trading volume was a total of 694.20K shares. On May 07, 2026, MORN opened at $168.51, traded as high as $180.18 and as low as $166.66, and closed at $177.91. Trading volume was a total of 647.40K shares. On May 08, 2026, MORN opened at $176.61, traded as high as $178.90 and as low as $172.02, and closed at $176.70. Trading volume was a total of 522.90K shares.
MORN Historical Stock Prices By Date:

Below, we examine the compound annual growth rate — CAGR for short — of an investment into Morningstar shares, starting with a $10,000 purchase of MORN, and working forward through the historical stock price information to today.
Growth of $10,000.00
With Dividends Reinvested
|
| Start date: |
05/11/2016 |
|
| End date: |
05/08/2026 |
|
| Start price/share: |
$82.24 |
|
| End price/share: |
$176.70 |
|
| Starting shares: |
121.60 |
|
| Ending shares: |
131.51 |
|
| Dividends reinvested/share: |
$13.32 |
|
| Total return: |
132.38% |
|
| Average Annual Total Return: |
8.80% |
|
| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$23,237.46 |
|
| Years: |
10.00 |
|
| |
Growth of $10,000.00
Without Dividends Reinvested
|
| Start date: |
05/11/2016 |
|
| End date: |
05/08/2026 |
|
| Start price/share: |
$82.24 |
|
| End price/share: |
$176.70 |
|
| Dividends collected/share: |
$13.32 |
|
| Total return: |
131.06% |
|
| Average Annual Total Return: |
8.74% |
|
| Starting investment: |
$10,000.00 |
|
| Ending investment: |
$23,109.66 |
|
| Years: |
10.00 |
|
|
 |
| Date |
Close |
| 05/04/2026 | $167.67 | | 05/05/2026 | $166.56 | | 05/06/2026 | $167.66 | | 05/07/2026 | $177.91 | | 05/08/2026 | $176.70 |
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