--- title: "Morningstar (NASDAQ:MORN) Issues Quarterly Earnings Results" type: "News" locale: "en" url: "https://longbridge.com/en/news/294276115.md" description: "Morningstar (NASDAQ:MORN) reported quarterly earnings of $3.10 EPS and revenue of $663.20 million, beating analyst estimates. The stock rose 2.3% to $198.66. Analysts updated price targets, with UBS lowering its target to $260 while maintaining a 'buy' rating. Chairman Joseph D. Mansueto sold shares under a pre-arranged plan. Institutional investors increased their stakes in the fourth quarter." datetime: "2026-07-29T23:56:22.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294276115.md) - [en](https://longbridge.com/en/news/294276115.md) - [zh-HK](https://longbridge.com/zh-HK/news/294276115.md) --- # Morningstar (NASDAQ:MORN) Issues Quarterly Earnings Results Morningstar (NASDAQ:MORN - Get Free Report) posted its quarterly earnings results on Wednesday. The business services provider reported $3.10 EPS for the quarter, beating the consensus estimate of $2.83 by $0.27, FiscalAI reports. Morningstar had a net margin of 16.06% and a return on equity of 33.14%. The company had revenue of $663.20 million for the quarter, compared to analyst estimates of $649.72 million. ## Morningstar Trading Up 2.3% - Look Beyond S&P 500 for Big Winners Excluded From Index Shares of MORN traded up $4.54 during midday trading on Wednesday, reaching $198.66. The company had a trading volume of 1,035,246 shares, compared to its average volume of 529,482. The firm has a 50 day simple moving average of $171.61 and a 200-day simple moving average of $177.40. The company has a quick ratio of 1.03, a current ratio of 1.03 and a debt-to-equity ratio of 1.66. The stock has a market cap of $7.56 billion, a PE ratio of 20.23 and a beta of 1.01. Morningstar has a 1-year low of $141.49 and a 1-year high of $289.63. ## Analysts Set New Price Targets MORN has been the topic of a number of analyst reports. UBS Group dropped their price objective on shares of Morningstar from $280.00 to $260.00 and set a "buy" rating on the stock in a research note on Tuesday, July 7th. BMO Capital Markets reiterated an "outperform" rating and issued a $212.00 price objective on shares of Morningstar in a research report on Friday, June 26th. Rothschild & Co Redburn set a $210.00 target price on shares of Morningstar in a research note on Thursday, June 18th. Weiss Ratings upgraded Morningstar from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Wednesday, July 15th. Finally, Wall Street Zen raised shares of Morningstar from a "hold" rating to a "buy" rating in a report on Sunday, June 21st. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $227.33. - These energy stocks are most-upgraded amid falling oil prices **Read Our Latest Analysis on Morningstar** ## Insider Buying and Selling In other Morningstar news, Chairman Joseph D. Mansueto sold 7,250 shares of Morningstar stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $166.23, for a total transaction of $1,205,167.50. Following the transaction, the chairman directly owned 8,114,492 shares of the company's stock, valued at $1,348,872,005.16. The trade was a 0.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 64,720 shares of company stock worth $11,169,471 over the last quarter. 38.80% of the stock is owned by insiders. ## Institutional Inflows and Outflows - 10 Best Consumer Discretionary ETFs Several hedge funds have recently added to or reduced their stakes in the business. Caerus Investment Advisors LLC purchased a new position in Morningstar during the fourth quarter worth about $282,000. NewEdge Advisors LLC boosted its position in shares of Morningstar by 1,352.6% during the fourth quarter. NewEdge Advisors LLC now owns 1,133 shares of the business services provider's stock worth $246,000 after buying an additional 1,055 shares during the period. Integrated Wealth Concepts LLC acquired a new stake in shares of Morningstar in the fourth quarter valued at $235,000. EP Wealth Advisors LLC purchased a new stake in shares of Morningstar in the 2nd quarter valued at $223,000. Finally, Polymer Capital Management HK LTD acquired a new position in Morningstar in the 3rd quarter valued at about $210,000. 57.02% of the stock is currently owned by hedge funds and other institutional investors. ## Morningstar Company Profile (Get Free Report) 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. ## Further Reading - Five stocks we like better than Morningstar - Why SK hynix Could Be the Best AI Chip Stock to Buy Now - Seagate Technology Stock Surges as Earnings Beat Silences AI Doubters - Alphabet Is Down 18% From Its High After a Stellar Quarter—Overdone, or More Downside Ahead? - Why Bloom Energy May Be the Most Important AI Infrastructure Stock _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Morningstar Right Now? Before you consider Morningstar, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Morningstar wasn't on the list. While Morningstar currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [MORN.US](https://longbridge.com/en/quote/MORN.US.md) - [UBS.US](https://longbridge.com/en/quote/UBS.US.md) - [BMO.US](https://longbridge.com/en/quote/BMO.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) ## Related News & Research - [Morningstar (MORN) Could Be 26% Overvalued As London Move Raises Bigger Valuation Questions](https://longbridge.com/en/news/293783012.md) - [Morningstar Q2 revenue, adjusted EPS rise on credit segment growth](https://longbridge.com/en/news/294257878.md) - [Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes | MORN Stock News](https://longbridge.com/en/news/294070268.md) - [UBSG: Strong profit growth, record assets, and near-complete integration drive confidence for 2026](https://longbridge.com/en/news/294186288.md) - [UBS plans $3 billion buyback after investment bank, wealth units lift profit](https://longbridge.com/en/news/294163689.md)