Morningstar, Inc. (MORN)
NASDAQFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-09-04
$209.40-2.95%
Close 2026-09-04 · 1-day change
NASDAQFinancialsFinancial - Data & Stock ExchangesSnapshot 2026-09-04
QuarterlyIQ Insights · MORN
Next print, the company's guidance track record, and the earnings events we've seen in the last few years.
Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.
Prints it beat consensus, recent quarters.
Indicative, not a guarantee. Base rate ~71%.
Industry peers that beat since this name last reported.
Management's most recent EPS guidance action.
expected = 0.35*own_median(6.8) + peer(0.2*-11.5) + term(0.0) → 0.08% (capped ±15.0)
Average absolute move on past earnings days.
Annualized: recent baseline volatility.
Of the last 0 guided quarters.
Actual vs. guided EPS, signed.
Excess return vs. sector ETF, day after print.
Earnings prints and pre-announcements detected in the SEC filing stream.
Results of Operations and Financial Condition. On July 29, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended June 30, 2026 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on July 29, 2026, the Company published a Supplemental Presentation and a Shareholder Letter. A copy of the Supplemental Presentation and Shareholder Lett…
Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Results of Operations and Financial Condition. On April 29, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended March 31, 2026 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on April 29, 2026, the Company published a Supplemental Presentation and a Shareholder Letter. A copy of the Supplemental Presentation and Shareholder L…
Results of Operations and Financial Condition. On February 12, 2026, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on February 12, 2026, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached heret…
Results of Operations and Financial Condition. On October 29, 2025, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended September 30, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on October 29, 2025, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2…
Results of Operations and Financial Condition. On July 30, 2025, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended June 30, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on July 30, 2025, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2 and incorp…
Results of Operations and Financial Condition. On April 30, 2025, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the quarter ended March 31, 2025 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on April 30, 2025, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2 and inc…
Results of Operations and Financial Condition. On February 26, 2025, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the fourth quarter and year ended December 31, 2024 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on February 26, 2025, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached heret…
Results of Operations and Financial Condition. On October 23, 2024, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the third quarter ended September 30, 2024 (the "Earnings Release"). A copy of the Earnings Release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on October 23, 2024, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibi…
Results of Operations and Financial Condition. On July 24, 2024, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the second quarter ended June 30, 2024. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. Additionally, on July 24, 2024, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2 and incorporated herein by refe…
Results of Operations and Financial Condition. On April 24, 2024, Morningstar, Inc. (the "Company" or "we") issued a press release announcing its financial results for the first quarter ended March 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1. Additionally, on April 24, 2024, the Company published a Supplemental Presentation. A copy of the Supplemental Presentation is attached hereto as Exhibit 99.2. The Press Release and Supplemental Presentation shall be deemed f…