What To Expect From Morningstar’s (MORN) Q4 Earnings

SelfRugger

2026-02-20 11:20:47

What To Expect From Morningstar’s (MORN) Q4 Earnings

Adam Hejl

Wed, February 11, 2026 at 12:04 PM GMT+9 2 min read

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                                      StockStory Top Pick

MORN

-1.36%

Investment research firm Morningstar (NASDAQ:MORN) will be reporting earnings this Thursday afternoon. Here’s what to expect.

Morningstar beat analysts’ revenue expectations by 2.4% last quarter, reporting revenues of $617.4 million, up 8.4% year on year. It was a satisfactory quarter for the company, with but a miss of analysts’ EPS estimates.

Is Morningstar a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Morningstar’s revenue to grow 6.2% year on year to $627.5 million, slowing from the 9.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.36 per share.

Morningstar Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Morningstar has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1% on average.

Looking at Morningstar’s peers in the financial exchanges & data segment, some have already reported their Q4 results, giving us a hint as to what we can expect. S&P Global delivered year-on-year revenue growth of 9%, meeting analysts’ expectations, and Nasdaq reported revenues up 13.4%, topping estimates by 1.4%. Nasdaq traded down 1.8% following the results.

Read our full analysis of S&P Global’s results here and Nasdaq’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the financial exchanges & data stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Morningstar is down 24.7% during the same time and is heading into earnings with an average analyst price target of $280.67 (compared to the current share price of $161.50).

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