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Morningstar, Inc.

MORN Finance Investment Managers
$223.33
▲ +5.5% Today
as of Oct 22, 16:50 ET
Last 30 days +10.76% Sep 14 → Oct 22
$180.37 $191.90 $203.44 $214.98 $226.51 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$216.44
High
$226.07
Low
$216.11
Volume
$300,627
Avg Vol
$447,496
Mkt Cap
$7.5B
P/E (TTM)
26.83
Beta
—
52w High
$226.07
52w Low
$141.49
Div Yield
—
Shares Out
$38M

Recent Press Releases & News last 60 days · 25 items

Oct 21 · 08:09 Stocktwits
NFLX Stock Slips More Than 6% Premarket: Morningstar Sees 'Best Buying Opportunity' For Netflix Amid Negative Sentiment
Oct 14 · 14:12 24/7 Wall St.
Morningstar’s Dividend ETF Is Kind of Perfect for Retirees Right Now
Oct 13 · 16:20 Motley Fool
CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?
▸ Show all 25 press releases & news Free account →

MORN earnings at a glance

Morningstar, Inc. (MORN) is scheduled to report earnings on Wednesday, October 28, 2026 after the market closes — in 5 days. The options market is pricing a move of about ±5.4% after the report, a range of roughly $211.29 to $235.37 from today's $223.33. Over its last 3 reports the stock rose the next day 1 time and fell 2, moving ±2.0% on average; after the most recent report on Oct 29, 2025 it moved +2.7%. That means options currently expect more movement than MORN has typically delivered. Implied volatility is currently 46%. The share price of $223.33 sits near its 52-week high.

More Finance stocks · All stocks · Earnings calendar

Overview

52-week range
$141
$226
97% of range
Avg surprise (last 0)
—
Avg reaction (last 3)
-0.2%
33% positive
Latest IV / EM
46%
EM ±5.4% · $200 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$-0.18$0.57$1.33$2.08$2.83 Actual $-0.18Actual $0.84Actual $0.91Actual $1.49Actual $1.60Actual $2.77Actual $2.23Actual $2.40Actual $2.55Actual $2.73Actual $2.83 MarJunSepMarJunSepMar/2025Jun/2025Sep/2025MarJun
Revenue vs Net Income Revenue Net income
$0$174M$348M$522M$696M Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Jun 30, 2026Jun 2026 $2.83 — — — — financials
Tue Mar 31, 2026Mar 2026 $2.73 — — — — financials
Wed Oct 29, 2025Sep/2025 $2.55 — — — +2.7% earnings
Wed Jul 30, 2025Jun/2025 $2.40 — — — -2.7% earnings
Wed Apr 30, 2025Mar/2025 $2.23 — — — -0.5% earnings
Mon Sep 30, 2024Sep 2024 $2.77 — — — — financials
Sun Jun 30, 2024Jun 2024 $1.60 — — — — financials
Sun Mar 31, 2024Mar 2024 $1.49 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.91 — — — — financials
Fri Jun 30, 2023Jun 2023 $0.84 — — — — financials
Fri Mar 31, 2023Mar 2023 $-0.18 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Wed Oct 28, 2026Sep/2026AMC —$2.55

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$663M$645M—$617M$605M$582M—$569M
Cost of revenue$239M$239M—$242M$231M$231M—$223M
Gross profit————————
Operating income$161M$156M—$128M$125M$114M—$116M
Net income$108M$107M—$92M$89M$78M—$120M
EPS (diluted)$2.83$2.73—$2.17$2.09$1.82—$2.77

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents————————
Inventory————————
Total current assets$1.03B$1.06B$1.04B$979M$1.04B$1.01B$1.01B$1.02B
Total assets$3.95B$3.99B$3.59B$3.56B$3.63B$3.59B$3.55B$3.57B
Long-term debt$1.71B$1.71B$1.07B$849M$839M$804M$699M$865M
Total liabilities$2.92B$2.97B$2.37B$2.04B$2.02B$1.98B$1.93B$2.00B
Total equity$1.02B$1.02B$1.22B$1.51B$1.61B$1.61B—$1.57B

Implied volatility — last 90 days

31%53%75%96%118% Jun 07 — IV 50% · EM ±6.9%Jun 08 — IV 48% · EM ±6.4%Jun 09 — IV 47% · EM ±5.9%Jun 10 — IV 48% · EM ±5.6%Jun 11 — IV 46% · EM ±5.1%Jun 12 — IV 43% · EM ±4.4%Jun 15 — IV 61% · EM ±4.4%Jun 16 — IV 64% · EM ±3.8%Jun 17 — IV 119% · EM ±5.0%Jun 19 — IV 44% · EM ±9.6%Jun 22 — IV 41% · EM ±8.5%Jun 23 — IV 43% · EM ±8.7%Jun 24 — IV 44% · EM ±8.7%Jun 25 — IV 48% · EM ±9.3%Jun 26 — IV 46% · EM ±8.8%Jun 29 — IV 47% · EM ±8.2%Jun 30 — IV 46% · EM ±7.9%Jul 01 — IV 48% · EM ±8.0%Jul 02 — IV 43% · EM ±6.9%Jul 03 — IV 44% · EM ±6.9%Jul 06 — IV 49% · EM ±6.8%Jul 07 — IV 47% · EM ±6.2%Jul 08 — IV 48% · EM ±6.0%Jul 09 — IV 48% · EM ±5.6%Jul 10 — IV 44% · EM ±4.8%Jul 13 — IV 50% · EM ±4.2%Jul 14 — IV 52% · EM ±3.8%Jul 15 — IV 53% · EM ±3.1%Jul 16 — IV 68% · EM ±2.8%Jul 20 — IV 52% · EM ±12.2%Jul 21 — IV 52% · EM ±12.0%Jul 22 — IV 55% · EM ±12.5%Jul 23 — IV 51% · EM ±11.5%Jul 24 — IV 50% · EM ±10.9%Jul 27 — IV 51% · EM ±10.7%Jul 28 — IV 53% · EM ±10.8%Jul 29 — IV 52% · EM ±10.3%Jul 30 — IV 44% · EM ±8.5%Jul 31 — IV 41% · EM ±7.8%Aug 03 — IV 39% · EM ±7.0%Aug 04 — IV 42% · EM ±7.2%Aug 05 — IV 40% · EM ±6.7%Aug 06 — IV 41% · EM ±6.6%Aug 07 — IV 37% · EM ±5.8%Aug 10 — IV 40% · EM ±5.5%Aug 11 — IV 39% · EM ±5.2%Aug 12 — IV 37% · EM ±4.7%Aug 13 — IV 37% · EM ±4.4%Aug 14 — IV 32% · EM ±3.5%Aug 17 — IV 42% · EM ±3.5%Aug 18 — IV 38% · EM ±2.7%Aug 19 — IV 61% · EM ±3.6%Aug 20 — IV 79% · EM ±3.3%Aug 24 — IV 34% · EM ±7.0%Aug 25 — IV 38% · EM ±7.7%Aug 26 — IV 34% · EM ±6.8%Aug 27 — IV 32% · EM ±6.2%Aug 28 — IV 31% · EM ±6.0%Aug 31 — IV 32% · EM ±5.6%Sep 01 — IV 33% · EM ±5.7%Sep 02 — IV 33% · EM ±5.5%Sep 03 — IV 35% · EM ±5.6%Sep 04 — IV 34% · EM ±5.3%Sep 07 — IV 38% · EM ±5.3%Sep 08 — IV 39% · EM ±5.2%Sep 09 — IV 41% · EM ±5.1%Sep 10 — IV 41% · EM ±4.8%Sep 11 — IV 38% · EM ±4.2%Sep 14 — IV 48% · EM ±4.0%Sep 15 — IV 53% · EM ±3.8%Sep 16 — IV 60% · EM ±3.6%Sep 17 — IV 90% · EM ±3.8%Sep 21 — IV 39% · EM ±8.2%Sep 22 — IV 40% · EM ±8.1%Sep 23 — IV 40% · EM ±8.0%Sep 24 — IV 39% · EM ±7.7%Sep 25 — IV 38% · EM ±7.2%Sep 28 — IV 40% · EM ±7.0%Sep 29 — IV 39% · EM ±6.7%Sep 30 — IV 39% · EM ±6.5%Oct 01 — IV 38% · EM ±6.1%Oct 02 — IV 37% · EM ±5.7%Oct 06 — IV 40% · EM ±5.3%Oct 07 — IV 41% · EM ±5.1%Oct 08 — IV 46% · EM ±5.4%

Sector peers

JHG
Janus Henderson Group plc
$8.0B $51.95-0.0%
VCTR
Victory Capital Holdings, Inc.
$6.9B $107.39-1.0%
HLI
Houlihan Lokey, Inc.
$8.8B $133.24+2.2%
PJT
PJT Partners Inc.
$5.6B $142.85+4.3%
STEP
StepStone Group Inc.
$5.3B $43.47+1.2%
AMG
Affiliated Managers Group, Inc.
$9.8B $395.53+1.7%

MORN earnings FAQ

When is MORN's next earnings date?

Morningstar, Inc. is expected to report on October 28, 2026, after the market closes.

What is MORN's expected move for earnings?

Options currently price a move of about ±5.4%, or $12.04 per share either way from $223.33.

How does MORN stock usually react to earnings?

Across the last 3 reports the average next-day move was ±2.0%, up 1 times and down 2 times.

What is MORN's implied volatility?

MORN's at-the-money implied volatility is about 46% based on the latest options snapshot.

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