Morningstar (MORN) Projected to Post Quarterly Earnings on Wednesday

Morningstar (NASDAQ:MORN) is expected to post its Q2 2026 results after the market closes on Wednesday, July 29th. Analysts expect the company to post earnings of $2.83 per share and revenue of $649.7150 million for the quarter. Interested persons may review the information on the company’s upcoming Q2 2026 earning results 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 earnings results on Wednesday, April 29th. The business services provider reported $3.18 earnings per share for the quarter, beating the consensus estimate of $2.41 by $0.77. The business had revenue of $644.80 million for the quarter, compared to the consensus estimate of $626.91 million. Morningstar had a net margin of 16.06% and a return on equity of 33.14%.

Morningstar Price Performance

Morningstar stock opened at $165.70 on Wednesday. The firm has a 50-day moving average price of $170.44 and a 200-day moving average price of $178.82. The firm has a market capitalization of $6.30 billion, a PE ratio of 16.87 and a beta of 1.01. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66. Morningstar has a 12-month low of $141.49 and a 12-month high of $289.63.

Insider Buying and Selling

In other news, Chairman Joseph D. Mansueto sold 7,250 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $166.23, for a total value of $1,205,167.50. Following the completion of the sale, the chairman owned 8,114,492 shares in the company, valued at approximately $1,348,872,005.16. The trade was a 0.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 64,720 shares of company stock worth $11,169,471. Company insiders own 38.80% of the company’s stock.

Hedge Funds Weigh In On Morningstar

Hedge funds and other institutional investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Morningstar by 23.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock valued at $53,000 after acquiring an additional 34 shares in the last quarter. Focus Partners Wealth increased its holdings in shares of Morningstar by 3.4% in the 1st quarter. Focus Partners Wealth now owns 3,838 shares of the business services provider’s stock valued at $1,151,000 after acquiring an additional 126 shares during the period. Geneos Wealth Management Inc. raised its position in shares of Morningstar by 278.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider’s stock worth $62,000 after acquiring an additional 153 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in shares of Morningstar by 2,450.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 561 shares of the business services provider’s stock worth $176,000 after acquiring an additional 539 shares in the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in shares of Morningstar by 58.8% during the 2nd quarter. Qube Research & Technologies Ltd now owns 138,932 shares of the business services provider’s stock worth $43,615,000 after purchasing an additional 51,449 shares during the last quarter. 57.02% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

MORN has been the subject of a number of recent analyst reports. BMO Capital Markets restated an “outperform” rating and set a $212.00 price objective on shares of Morningstar in a report on Friday, June 26th. Rothschild & Co Redburn set a $210.00 target price on Morningstar in a research report on Thursday, June 18th. Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a research note on Sunday, June 21st. UBS Group cut their price target on shares of Morningstar from $280.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Finally, Weiss Ratings raised shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, July 15th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Morningstar 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.