What You Need to Know About Morningstar, Inc.'s Q3 Earnings
Morningstar, Inc.'s fiscal Q3 earnings report was released on Wednesday, July 29. Let's dive in to see if (MORN) missed or beat analyst's expectations.Jenna Brashear
A+ Stock Grade Summary:
| VALUE: |
|
|
| GROWTH: |
|
|
| MOMENTUM: |
|
|
| EPS REVISIONS: |
|
|
| QUALITY: |
|
|
COMPANY SUMMARY
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Commentary & Analysis
Is Morningstar, Inc. (MORN) Overvalued?
We dive into why Morningstar, Inc. (MORN) could be considered overvalued on 2026-07-27, based on AAII’s Value Score and Grade.Michael Rose
Why Morningstar, Inc.’s (MORN) Stock Is Up 6.37%
As of Tuesday, July 28, Morningstar, Inc.’s MORN share price has surged by 6.37%, which has investors questioning if this is right time to sell.Michael Rose
Why Morningstar, Inc.’s (MORN) Stock Is Up 5.17%
As of Monday, July 27, Morningstar, Inc.’s MORN share price has surged by 5.17%, which has investors questioning if this is right time to sell.Rosalio Madrigal
Why Morningstar, Inc.’s (MORN) Stock Is Up 5.12%
As of Monday, July 13, Morningstar, Inc.’s MORN share price has surged by 5.12%, which has investors questioning if this is right time to sell.Jenna Brashear
Financial Summary
| Share Statistics | MORN | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $7,224.0 | $2,836.7 | 73% |
|
| Shares Out (Mil) | 38.1 | 74.1 | 42% |
|
| Institutional Ownership | 56.9% | 79.1% | 38% |
|
| Float (Mil) | 19.0 | 69.7 | 28% |
|
| Beta | 1.01 | 0.94 | 60% |
|
| Avg Daily Volume (000s) | 502 | 445 | 59% |
|
| Price Change (52-week) |
(32.3%) | 72.7% | 23% |
|
| Growth | MORN | Industry Median |
Percentile (All Stocks) |
|
| Sales (5yr) | 12.0% | 7.7% | 65% |
|
| Net Income (5yr) | 10.8% | 8.9% | 56% |
|
| EPS (5yr) | 11.4% | 9.6% | 49 |
|
| Dividends (5yr) | 8.9% | 1.3% | 89% |
|
| Cash Flow (5yr) | (18.4%) | 0.9% | 37% |
|
| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
|
| # of Estimates | 2 | 3 | 3 | |
| Current EPS | $2.969 | $12.316 | $13.937 | |
| Month Ago EPS | $2.906 | $11.923 | $13.447 | |
| # Rev Up | 1 | 0 | 1 | |
| # Rev Down | 0 | 1 | 0 | |
| Three Months Ago EPS | $2.906 | $11.897 | $13.230 | |
| Year/Year Chg | 4.9% | 38.9% | 85.4% | |
| Financials | MORN | Industry Median |
Percentile (All Stocks) |
|
| Sales (TTM) (Mil) | $2,567 | $871 | 64% |
|
| Net Income (TTM) (Mil) | $422 | $85 | 77% |
|
| EPS (TTM) | $10.566 | $1.000 | 95% |
|
| Operating Cash Flow (TTM) (Mil) | $647 | $64 | 75% |
|
| Net Cash Flow (TTM) (Mil) | ($14) | $25 | 28% |
|
| Long-Term Debt (Q1) (Mil) | $1,845 | $209 | 73% |
|
| Enterprise Value (Q1) (Mil) | $8,626 | $1,297 | 71% |
|
| Valuation | MORN | Industry Median |
Percentile (All Stocks) |
|
| P/B | 7.06 | 2.69 | 85% |
|
| P/E | 18.3 | 19.1 | 46% |
|
| Dividend Yield | 1.0% | 0.9% | 67% |
|
| PEG (5yr hist) | 1.6 | 1.4 | 61% |
|
| Ratios | MORN | Industry Median |
Percentile (All Stocks) |
|
| Gross Margin | 62.2% | 75.0% | 75% |
|
| Net Margin | 16.4% | 15.8% | 75% |
|
| ROA | 11.1% | 2.1% | 89% |
|
| ROE | 32.0% | 13.4% | 88% |
|
| Liabilities to Assets | 74.1% | 59.1% | 69% |
|
| F-Score | 6 | 5 | 69% |
|
Morningstar, Inc. did not pass any screens on 7/31/2026.
