Morningstar (MORN) Projected to Post Quarterly Earnings on Thursday

Morningstar (NASDAQ:MORN) will likely be posting its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Morningstar to post earnings of $2.34 per share and revenue of $634.4260 million for the quarter. Interested persons can check the company’s upcoming Q4 2025 earning summary 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 $180.52 on Thursday. The stock has a market capitalization of $7.42 billion, a price-to-earnings ratio of 20.54 and a beta of 1.08. Morningstar has a 52-week low of $173.77 and a 52-week high of $335.00. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.04 and a current ratio of 1.04. The stock’s 50 day moving average price is $212.32 and its two-hundred day moving average price is $230.43.

Morningstar Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. UBS Group decreased their price target on shares of Morningstar from $350.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. BMO Capital Markets set a $250.00 target price on Morningstar in a research note on Thursday, October 30th. Wall Street Zen raised Morningstar from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Morningstar in a report on Monday, December 29th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $285.00.

Insider Activity at Morningstar

In other news, Chairman Joseph D. Mansueto sold 7,250 shares of the business’s stock in a transaction that occurred 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 transaction, the chairman owned 8,646,304 shares in the company, valued at $1,859,214,749.12. The trade was a 0.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Caroline J. Tsay sold 600 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the director directly 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 disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 38,839 shares of company stock worth $8,257,072. Insiders own 36.20% of the company’s stock.

Institutional Investors Weigh In On Morningstar

Several large investors have recently made changes to their positions in the business. AQR Capital Management LLC boosted its holdings in shares of Morningstar by 106.9% in the 3rd quarter. AQR Capital Management LLC now owns 608,244 shares of the business services provider’s stock worth $141,119,000 after buying an additional 314,275 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Morningstar by 26.7% in the third quarter. Dimensional Fund Advisors LP now owns 420,127 shares of the business services provider’s stock worth $97,482,000 after acquiring an additional 88,496 shares during the period. Invesco Ltd. raised its position in Morningstar by 5.5% in the third quarter. Invesco Ltd. now owns 296,302 shares of the business services provider’s stock worth $68,745,000 after acquiring an additional 15,379 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in Morningstar by 50.1% in the third quarter. Arrowstreet Capital Limited Partnership now owns 290,621 shares of the business services provider’s stock valued at $67,427,000 after acquiring an additional 97,009 shares during the last quarter. Finally, Two Sigma Investments LP grew its position in shares of Morningstar by 78.1% during the 3rd quarter. Two Sigma Investments LP now owns 286,175 shares of the business services provider’s stock valued at $66,395,000 after acquiring an additional 125,507 shares during the period. 57.02% of the stock is owned by hedge funds and other institutional investors.

About Morningstar

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.