Morningstar (MORN) Expected to Announce Quarterly Earnings on Wednesday

Morningstar (NASDAQ:MORN - Get Free Report) is projected to announce its Q2 2025 earnings results after the market closes on Wednesday, July 30th. Analysts expect the company to announce earnings of $2.21 per share and revenue of $605.84 million for the quarter.

Morningstar (NASDAQ:MORN - Get Free Report) last announced its quarterly earnings data on Wednesday, April 30th. The business services provider reported $2.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.10 by $0.13. Morningstar had a return on equity of 23.23% and a net margin of 16.60%. The firm had revenue of $581.90 million for the quarter, compared to analysts' expectations of $589.07 million.

Morningstar Stock Performance

MORN stock opened at $277.04 on Wednesday. Morningstar has a 1 year low of $250.34 and a 1 year high of $365.00. The stock has a market capitalization of $11.70 billion, a price-to-earnings ratio of 31.13 and a beta of 1.01. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.11 and a current ratio of 1.11. The stock's fifty day moving average is $304.89 and its two-hundred day moving average is $304.20.

Morningstar Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 31st. Stockholders of record on Friday, July 11th will be issued a dividend of $0.455 per share. This represents a $1.82 annualized dividend and a dividend yield of 0.66%. The ex-dividend date of this dividend is Friday, July 11th. Morningstar's dividend payout ratio (DPR) is 20.45%.

Insider Buying and Selling at Morningstar

In related news, Director Caroline J. Tsay sold 200 shares of the company's stock in a transaction dated Friday, May 16th. The shares were sold at an average price of $309.84, for a total transaction of $61,968.00. Following the transaction, the director owned 4,345 shares in the company, valued at $1,346,254.80. This represents a 4.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Chairman Joseph D. Mansueto sold 1,246 shares of the company's stock in a transaction dated Tuesday, May 27th. The shares were sold at an average price of $306.52, for a total transaction of $381,923.92. Following the transaction, the chairman owned 9,427,836 shares in the company, valued at approximately $2,889,820,290.72. The trade was a 0.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 53,569 shares of company stock worth $16,333,474 in the last three months. Insiders own 36.20% of the company's stock.

Institutional Investors Weigh In On Morningstar

Hedge funds have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Morningstar by 23.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider's stock worth $53,000 after purchasing an additional 34 shares during the period. Geneos Wealth Management Inc. grew its position in 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 acquiring an additional 153 shares during the last quarter. Finally, Focus Partners Wealth grew its position in 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 acquiring an additional 126 shares during the last quarter. Institutional investors and hedge funds own 57.02% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Wall Street Zen downgraded shares of Morningstar from a "buy" rating to a "hold" rating in a report on Saturday, July 5th. BMO Capital Markets upped their price objective on shares of Morningstar from $339.00 to $355.00 and gave the stock an "outperform" rating in a report on Monday, May 12th.

About Morningstar

Morningstar, Inc provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement.

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