Morningstar (MORN) Expected to Release Quarterly Earnings on Wednesday

Morningstar (NASDAQ:MORN) is expected to be announcing its Q3 2026 results after the market closes on Wednesday, October 28th. Analysts expect Morningstar to announce earnings of $3.04 per share and revenue of $664.75 million for the quarter. Parties are encouraged to explore the company’s upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 4:00 PM ET.

Morningstar (NASDAQ:MORN) last announced its quarterly earnings data on Wednesday, July 29th. The business services provider reported $3.10 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.83 by $0.27. The company had revenue of $663.20 million for the quarter, compared to the consensus estimate of $649.72 million. Morningstar had a return on equity of 38.57% and a net margin of 16.43%.

Morningstar Stock Up 3.0%

Shares of NASDAQ:MORN opened at $211.76 on Wednesday. Morningstar has a 1 year low of $141.49 and a 1 year high of $223.79. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.06 and a quick ratio of 1.06. The business’s 50-day moving average is $203.92 and its 200-day moving average is $185.60. The company has a market capitalization of $7.94 billion, a price-to-earnings ratio of 17.82 and a beta of 1.02.

Insider Activity at Morningstar

In related news, Chairman Joseph Mansueto sold 5,659 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $218.84, for a total value of $1,238,415.56. Following the completion of the sale, the chairman directly owned 7,938,192 shares of the company’s stock, valued at $1,737,193,937.28. The trade was a 0.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 86,500 shares of company stock valued at $17,824,451. Company insiders own 38.80% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Weiss Ratings upgraded Morningstar from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, October 9th. UBS Group cut their price target 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 report on Saturday, September 26th. Finally, BMO Capital Markets raised their price objective on shares of Morningstar from $230.00 to $237.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 13th. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Morningstar has a consensus rating of “Moderate Buy” and an average price target of $235.67.

Morningstar Company Profile

Morningstar, Inc is a global provider of independent investment research, data, and financial technology. The company serves asset managers, financial advisors, institutions, retirement plans, and individual investors with information designed to support investment analysis and decision-making.

Its products and services include research and ratings on mutual funds, exchange-traded funds, stocks, bonds, and other investments; portfolio analysis and planning tools; investment-management and advisory services; and software and data solutions for financial professionals and institutions.