Morningstar (MORN) to Release Quarterly Earnings on Thursday

Morningstar (NASDAQ:MORN) is expected to be announcing 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. Interested persons 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 Price Performance

Morningstar stock opened at $161.48 on Wednesday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.04 and a current ratio of 1.04. Morningstar has a 52 week low of $150.00 and a 52 week high of $330.55. The stock has a market capitalization of $6.64 billion, a P/E ratio of 18.37 and a beta of 1.08. The stock has a fifty day moving average of $208.27 and a 200-day moving average of $226.89.

Morningstar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 2nd will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, October 2nd. Morningstar’s dividend payout ratio is currently 22.75%.

Insider Activity at Morningstar

In related news, Chairman Joseph D. Mansueto sold 6,352 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $169.57, for a total transaction of $1,077,108.64. Following the transaction, the chairman directly owned 8,217,309 shares of the company’s stock, valued at $1,393,409,087.13. This represents a 0.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Caroline J. Tsay sold 600 shares of the stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $218.48, for a total transaction of $131,088.00. Following the transaction, the director directly owned 3,745 shares in the company, valued at $818,207.60. This trade represents a 13.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 51,655 shares of company stock valued at $10,283,210 in the last ninety days. 36.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Measured Wealth Private Client Group LLC bought a new position in shares of Morningstar in the third quarter valued at approximately $26,000. Osterweis Capital Management Inc. bought a new position in Morningstar in the 2nd quarter worth approximately $29,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings 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 acquiring an additional 34 shares during the period. Geneos Wealth Management Inc. boosted its stake in Morningstar by 278.2% in the 1st 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. Finally, EverSource Wealth Advisors LLC boosted its position 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 valued at $176,000 after acquiring an additional 539 shares during the period. Hedge funds and other institutional investors own 57.02% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on MORN shares. UBS Group lowered their price target on shares of Morningstar from $350.00 to $320.00 and set a “buy” rating for the company in a report on Thursday, October 30th. BMO Capital Markets set a $250.00 target price on Morningstar in a report on Thursday, October 30th. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Morningstar in a research note on Monday, December 29th. Two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus 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.