Morningstar (MORN) to Release Quarterly Earnings on Wednesday

Key Points

• Morningstar is set to announce its Q3 2025 earnings on October 29th, with analysts predicting earnings of $2.42 per share and revenue of $603.29 million.
• The company's recent Q2 earnings report showed a profit of $2.40 per share, exceeding expectations, while its stock has experienced a modest 1.6% increase recently.
• Morningstar shares have faced a downgrade from "buy" to "hold" by some analysts, with stock ownership by insiders currently at 36.20%.

Morningstar (NASDAQ:MORN - Get Free Report) will likely be issuing its Q3 2025 results after the market closes on Wednesday, October 29th. Analysts expect the company to announce earnings of $2.42 per share and revenue of $603.2930 million for the quarter. Parties may visit the the company's upcoming Q3 2025 earningresults page for the latest details on the call scheduled for Wednesday, October 29, 2025 at 5:00 PM ET.

Morningstar (NASDAQ:MORN - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The business services provider reported $2.40 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.21 by $0.19. The company had revenue of $605.10 million for the quarter, compared to analyst estimates of $605.84 million. Morningstar had a net margin of 17.22% and a return on equity of 23.54%.

Morningstar Trading Up 1.6%

MORN opened at $221.61 on Wednesday. The firm has a market capitalization of $9.35 billion, a P/E ratio of 23.60 and a beta of 1.00. The firm's 50 day moving average is $243.24 and its 200-day moving average is $274.89. Morningstar has a 52-week low of $210.02 and a 52-week high of $365.00. The company has a quick ratio of 1.13, a current ratio of 1.13 and a debt-to-equity ratio of 0.52.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Wall Street Zen downgraded shares of Morningstar from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. Weiss Ratings reissued a "hold (c)" rating on shares of Morningstar in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Buy rating and one has given a Hold rating to the company's stock. According to data from MarketBeat, Morningstar presently has an average rating of "Moderate Buy" and a consensus target price of $355.00.

Insider Buying and Selling at Morningstar

In other news, Chairman Joseph D. Mansueto sold 6,705 shares of the firm's stock in a transaction that occurred on Wednesday, August 27th. The shares were sold at an average price of $260.65, for a total transaction of $1,747,658.25. Following the completion of the sale, the chairman owned 9,312,836 shares of the company's stock, valued at approximately $2,427,390,703.40. This trade represents a 0.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders have sold a total of 85,500 shares of company stock worth $22,341,957 over the last three months. 36.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Morningstar

A number of hedge funds have recently added to or reduced their stakes in MORN. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in 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. Focus Partners Wealth boosted its holdings in Morningstar by 3.4% in the first quarter. Focus Partners Wealth now owns 3,838 shares of the business services provider's stock worth $1,151,000 after purchasing an additional 126 shares during the period. Geneos Wealth Management Inc. boosted its holdings in Morningstar by 278.2% in the first quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider's stock worth $62,000 after purchasing an additional 153 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in 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 lifted its stake in Morningstar by 58.8% in the second quarter. Qube Research & Technologies Ltd now owns 138,932 shares of the business services provider's stock valued at $43,615,000 after buying an additional 51,449 shares during the last quarter. Institutional investors and hedge funds own 57.02% of the company's stock.

Morningstar Company Profile

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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