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Morningstar Inc. (MORN) earnings date & stock reaction

Morningstar Inc. · Financials

Morningstar Inc. earnings date & time

Next earningsWed, October 28 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Thu, October 29
Reporting pattern
8 of last 8 after close
Typical move
±3.6% · 8-report avg

What the market expects

Consensus EPS

$2.97Coming in above this counts as a beat

Year-ago quarter
$2.55→+16.5%
Full earnings calendarFrom an earnings calendar · Schedule last checked October 14

Price after the latest report

Reported July 29, 2026how the stock moved around it
Next-day move
-2.8%
After 5 days
+0.3%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Ran up +15% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Morningstar Inc. (MORN) rose the day after earnings in 2 of its last 8 reports (25%), moving ±3.6% on average. It has fallen despite beating the consensus estimate 5 times.

Up next day
2/8
25%
Fell despite growth
6/8
Good earnings ignored
Price when beating
-1.8%
avg over 7 beats
Price when missing
—
never missed
Avg earnings move
±3.6%
typical swing on earnings
Biggest single move
-10.1%
'26.4 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 5 of the last 7 times. The number alone doesn't move it.

What really matters here
Interest margin, plus buybacks/dividends
In finance terms: Interest margin · provisions · capital return
What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 2 of 7 beats (29%)
vs Financials sector avg (202 peers)
This
-1.9%
Sector
+0.3%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 5 of last 7 times (71%)
5xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth6/8

5/7 beats fell next day · watches Interest margin · provisions · capital return

Next-day reaction
  • Jun 2026 report-2.8%
  • Mar 2026 report-10.1%
  • Dec 2025 report+3.9%
  • Sep 2025 report+2.7%
  • Jun 2025 report-2.7%
  • Mar 2025 report-0.6%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-07-29
Next-day move
-2.8%
After 5 days +0.3%
EPS consensus $2.83 → $3.10 ▲ +9.6% beatRev $605M → $663M +10% YoY
Beat by +9.6% but stock -2.8%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Ran up +15% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$3.10YoY +29%
'24.10'26.7
Revenue$0.7BYoY +10%
'24.10'26.7

Earnings history and price reaction

Morningstar Inc. across its last 8 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-07-29+9.6%-2.8%+0.3%
3/20262026-04-29+19.5%-10.1%-10.6%
12/20252026-02-12+14.8%+3.9%+3.5%
9/20252025-10-29+5.5%+2.7%+1.8%
6/20252025-07-30+9.4%-2.7%-8.5%
3/20252025-04-30+8.3%-0.6%+4.6%

8 reports, quarters ending 6/2024 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Morningstar Inc. earnings date?

The next Morningstar Inc. (MORN) earnings report is expected Wed, October 28 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Morningstar Inc.'s next earnings?

Analysts expect EPS of about $2.97 for Morningstar Inc. (MORN). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Morningstar Inc. (MORN) stock usually go up after earnings?

Over the last 8 earnings reports, the stock rose on 2 of them (25%). The average move on earnings day was ±3.6%.

Does Morningstar Inc. react more to the earnings numbers or to guidance?

In 5 of the last 7 reports (71%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Morningstar Inc. stock fall even when earnings are good?

Yes. In 6 of the last 8 reports, Morningstar Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Morningstar Inc. stock keep moving after the earnings day?

Over the last 8 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.