MORN Earnings Date: Feb 25, 2027 (Estimated) — Morningstar, Inc.
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Updated
When is MORN's next earnings date?
Morningstar, Inc. (MORN) is expected to report Q4 2026 earnings on Thursday, February 25, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $3.06 on revenue of $682.8M.
How did MORN do in its last earnings report?
In its most recent report on Oct 28, 2026 (Q3 2026), Morningstar, Inc. posted EPS of $3.48 versus the $3.04 estimate, a beat of 14.5%. Revenue was $672.1M against a $664.7M estimate. The stock's 1-day post-earnings move was +3.6%.
How much does MORN stock move after earnings?
MORN beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.6% (up or down) in the day after earnings.
About Morningstar, Inc.
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
🤖 AI Earnings Analysis
Morningstar delivered strong Q3 results: revenue rose 9% to $672M and EPS increased 36% to $3.48, beating estimates by $0.44. Growth was broad enough to support a positive read, though no material catalyst or updated guidance was provided.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-28 | Q3 2026 | 3.04 | 3.48 | +14.47% | $672.1M | ✅ Beat | +3.57% | — | — |
| 2026-07-29 | Q2 2026 | 2.82 | 3.10 | +9.93% | $663.2M | ✅ Beat | -2.79% | +0.33% | +10.14% |
| 2026-04-29 | Q1 2026 | 2.66 | 3.18 | +19.55% | $644.8M | ✅ Beat | -10.07% | -10.63% | -2.97% |
| 2026-02-12 | Q4 2025 | 2.36 | 2.71 | +14.83% | $641.1M | ✅ Beat | +3.91% | +3.55% | +18.61% |
| 2025-10-29 | Q3 2025 | 2.42 | 2.55 | +5.37% | $617.4M | ✅ Beat | +2.68% | +1.78% | +2.89% |
| 2025-07-30 | Q2 2025 | 2.19 | 2.40 | +9.59% | $605.1M | ✅ Beat | -2.74% | -8.53% | -8.09% |
| 2025-04-30 | Q1 2025 | 2.06 | 2.23 | +8.25% | $581.9M | ✅ Beat | -0.55% | +4.64% | +8.32% |
| 2025-02-26 | Q4 2024 | 2.06 | 2.14 | +3.88% | $591.0M | ✅ Beat | -2.75% | -5.60% | -5.61% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $672.1M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Licensed-Based | 68.3% | $459.0M | +5.5% | $418.0M | $428.4M | $435.0M | $437.8M |
| Transaction-Based | 16.4% | $110.1M | +12.7% | $78.2M | $94.3M | $97.7M | $113.1M |
| Asset-Based | 15.3% | $103.0M | +21.6% | $85.7M | $82.4M | $84.7M | $90.2M |
By region
Q3 FY26 · $811.4M total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 59.8% | $485.2M | +10.1% | $424.5M | $431.6M | $440.7M | $458.1M |
| Non United States | 23.0% | $186.9M | +5.8% | $157.4M | $173.5M | $176.7M | $183.0M |
| Europe excluding the United Kingdom | 7.2% | $58.6M | +6.4% | — | $55.0M | $55.1M | $109.5M |
| CANADA | 5.5% | $44.9M | +9.5% | — | $38.6M | $41.0M | $75.3M |
| AUSTRALIA | 2.4% | $19.3M | +15.6% | — | $16.2M | $16.7M | $32.4M |
| Asia | 1.6% | $12.8M | +3.2% | — | $12.2M | $12.4M | $23.4M |
| Segment, Geographical, Group of Other Countries | 0.5% | $3.7M | +12.1% | — | $3.3M | $3.3M | $6.4M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.