Morningstar (MORN) to Post Quarterly Earnings on Wednesday

Morningstar (NASDAQ:MORN) is expected to announce its Q2 2026 results after the market closes on Wednesday, July 29th. Analysts expect Morningstar to post earnings of $2.83 per share and revenue of $649.7150 million for the quarter. Investors may visit the the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Wednesday, July 29, 2026 at 4:00 PM ET.

Morningstar (NASDAQ:MORN) last announced its quarterly earnings data on Wednesday, April 29th. The business services provider reported $3.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.41 by $0.77. The company had revenue of $644.80 million during the quarter, compared to analysts’ expectations of $626.91 million. Morningstar had a net margin of 16.06% and a return on equity of 33.14%.

Morningstar Price Performance

NASDAQ:MORN opened at $182.43 on Tuesday. The company has a 50-day moving average of $170.64 and a 200-day moving average of $177.63. The company has a market capitalization of $6.94 billion, a price-to-earnings ratio of 18.58 and a beta of 1.01. Morningstar has a 52 week low of $141.49 and a 52 week high of $289.63. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.03 and a current ratio of 1.03.

Insider Buying and Selling at Morningstar

In other news, Chairman Joseph D. Mansueto sold 7,250 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $166.23, for a total transaction of $1,205,167.50. Following the sale, the chairman directly owned 8,114,492 shares of the company’s stock, valued at $1,348,872,005.16. This represents a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 64,720 shares of company stock valued at $11,169,471 over the last ninety days. Insiders own 38.80% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of MORN. EP Wealth Advisors LLC bought a new stake in shares of Morningstar during the second quarter worth $223,000. Polymer Capital Management HK LTD bought a new position in Morningstar in the third quarter valued at about $210,000. Hudson Bay Capital Management LP acquired a new stake in Morningstar in the second quarter worth about $207,000. Rothschild Wealth LLC acquired a new stake in Morningstar in the fourth quarter worth about $205,000. Finally, Meiji Yasuda Asset Management Co Ltd. bought a new stake in Morningstar during the 2nd quarter worth about $201,000. 57.02% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on MORN shares. Weiss Ratings raised shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, July 15th. UBS Group decreased their price objective on Morningstar from $280.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research note on Sunday, June 21st. BMO Capital Markets reissued an “outperform” rating and issued a $212.00 target price on shares of Morningstar in a report on Friday, June 26th. Finally, Rothschild & Co Redburn set a $210.00 target price on Morningstar in a research report on Thursday, June 18th. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $227.33.

About Morningstar

Morningstar, Inc is a leading provider of independent investment research, data, and analytics, serving both individual investors and financial professionals. The company offers comprehensive coverage of financial products, including mutual funds, exchange-traded funds (ETFs), stocks, bonds and market indexes. Morningstar’s proprietary rating systems and research methodologies help clients assess the risk and return profiles of investment opportunities and make informed decisions.

Its core products include Morningstar Direct, an institutional investment analysis platform; Morningstar Office Cloud, a portfolio management solution for advisors; and Morningstar Data, which delivers extensive datasets through APIs and data feeds.