Morningstar (MORN) Projected to Post Quarterly Earnings on Thursday

Morningstar (NASDAQ:MORN) is anticipated to announce its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect the company to announce earnings of $2.34 per share and revenue of $634.4260 million for the quarter. Investors can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 4:00 PM ET.

Morningstar Stock Performance

Shares of MORN opened at $180.52 on Thursday. Morningstar has a 1 year low of $173.77 and a 1 year high of $335.00. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.04 and a quick ratio of 1.04. The stock’s fifty day moving average price is $212.32 and its two-hundred day moving average price is $230.43. The firm has a market cap of $7.42 billion, a PE ratio of 20.54 and a beta of 1.08.

Morningstar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 2nd will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, October 2nd. Morningstar’s payout ratio is currently 22.75%.

Insider Buying and Selling at Morningstar

In other news, Director Caroline J. Tsay sold 600 shares of the company’s stock in a transaction on Monday, December 29th. The shares were sold at an average price of $218.48, for a total value of $131,088.00. Following the transaction, the director owned 3,745 shares of the company’s stock, valued at approximately $818,207.60. This represents a 13.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Chairman Joseph D. Mansueto sold 7,250 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $215.03, for a total value of $1,558,967.50. Following the completion of the sale, the chairman owned 8,646,304 shares in the company, valued at $1,859,214,749.12. This trade represents a 0.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 38,839 shares of company stock valued at $8,257,072. Insiders own 36.20% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Measured Wealth Private Client Group LLC bought a new position in shares of Morningstar in the third quarter worth approximately $26,000. Osterweis Capital Management Inc. purchased a new position in Morningstar in the 2nd quarter worth approximately $29,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Morningstar by 23.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock worth $53,000 after buying an additional 34 shares during the last quarter. Geneos Wealth Management Inc. raised its position in shares of Morningstar by 278.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider’s stock valued at $62,000 after buying an additional 153 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in shares of Morningstar by 2,450.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 561 shares of the business services provider’s stock valued at $176,000 after buying an additional 539 shares in the last quarter. Hedge funds and other institutional investors own 57.02% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on MORN. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. UBS Group dropped their price target on shares of Morningstar from $350.00 to $320.00 and set a “buy” rating on the stock in a research note on Thursday, October 30th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Morningstar in a report on Monday, December 29th. Finally, BMO Capital Markets set a $250.00 target price on shares of Morningstar in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Morningstar presently has a consensus rating of “Moderate Buy” and an average price target of $285.00.

Morningstar Company Profile

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.