Morningstar (MORN) Projected to Post Earnings on Wednesday

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

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

Morningstar Price Performance

Shares of MORN opened at $172.61 on Monday. The firm has a market cap of $6.56 billion, a PE ratio of 17.58 and a beta of 1.01. The firm’s 50 day moving average price is $170.53 and its 200 day moving average price is $177.87. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.03 and a current ratio of 1.03. Morningstar has a twelve month low of $141.49 and a twelve month high of $289.63.

Insider Activity at Morningstar

In other news, Chairman Joseph D. Mansueto sold 7,250 shares of the business’s stock in a transaction on 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 directly 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 64,720 shares of company stock valued at $11,169,471 over the last 90 days. Company insiders own 38.80% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted 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 worth $53,000 after acquiring an additional 34 shares during the last quarter. Focus Partners Wealth grew its position in shares of Morningstar by 3.4% in the first quarter. Focus Partners Wealth now owns 3,838 shares of the business services provider’s stock valued at $1,151,000 after purchasing an additional 126 shares during the last quarter. Geneos Wealth Management Inc. grew its position in shares of Morningstar by 278.2% in the first quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider’s stock valued at $62,000 after purchasing an additional 153 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of Morningstar by 2,450.0% in the second quarter. EverSource Wealth Advisors LLC now owns 561 shares of the business services provider’s stock worth $176,000 after purchasing an additional 539 shares during the period. Finally, Qube Research & Technologies Ltd increased its stake in shares of Morningstar by 58.8% in the second 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 period. Institutional investors own 57.02% of the company’s stock.

Wall Street Analyst Weigh In

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