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Morningstar, Inc.

MORN Finance Investment Managers
$198.00
▼ -0.7% Today
as of Aug 5, 16:51 ET
Last 30 days +27.90% Jun 29 → Aug 05
$152.30 $165.17 $178.05 $190.93 $203.80 Jun 29 Jul 07 Jul 14 Jul 22 Jul 29 Aug 05
Open
$185.87
High
$187.25
Low
$183.99
Volume
$418,791
Avg Vol
$449,043
Mkt Cap
$7.2B
P/E (TTM)
26.58
Beta
52w High
$316.71
52w Low
$149.08
Div Yield
Shares Out
$38M

Recent Press Releases & News last 60 days · 25 items

▸ Show all 25 press releases & news Free account →

Overview

52-week range
$149
$317
29% of range
Avg surprise (last 0)
Avg reaction (last 1)
+0.8%
100% positive
Latest IV / EM
40%
EM ±6.7% · $200 · Aug 21

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.84$1.32$1.81$2.29$2.77 Actual $0.84Actual $0.91Actual $1.49Actual $1.60Actual $2.77Actual $2.23Actual $2.40Actual $2.17Actual $2.73 JunSepMarJunSepMar/2025Jun/2025SepMar
Revenue vs Net Income Revenue Net income
$0$169M$339M$508M$677M Jun 24Sep 24Mar 25Jun 25Sep 25Mar 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Mar 31, 2026Mar 2026 $2.73 financials
Tue Sep 30, 2025Sep 2025 $2.17 financials
Wed Jul 30, 2025Jun/2025 $2.40 earnings
Wed Apr 30, 2025Mar/2025 $2.23 +0.8% earnings
Mon Sep 30, 2024Sep 2024 $2.77 financials
Sun Jun 30, 2024Jun 2024 $1.60 financials
Sun Mar 31, 2024Mar 2024 $1.49 financials
Sat Sep 30, 2023Sep 2023 $0.91 financials
Fri Jun 30, 2023Jun 2023 $0.84 financials

Financials

Income statement (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Revenue$645M$617M$605M$582M$569M$572M
Cost of revenue
Gross profit
Operating income$156M$128M$125M$114M$116M$108M
Net income
EPS (diluted)$2.73$2.17$2.09$1.82$2.77$1.60

Balance sheet (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Cash & equivalents
Inventory
Total current assets$1.06B$1.04B$979M$1.04B$1.01B$1.01B$1.02B$876M
Total assets$3.99B$3.59B$3.56B$3.63B$3.59B$3.55B$3.57B$3.40B
Long-term debt$1.71B$1.07B$849M$839M$804M$699M$865M$900M
Total liabilities$2.97B$2.37B$2.04B$2.02B$1.98B$1.93B$2.00B$1.97B
Total equity

Implied volatility — last 90 days

39%59%79%99%118% Jun 07 — IV 50% · EM ±6.9%Jun 08 — IV 48% · EM ±6.4%Jun 09 — IV 47% · EM ±5.9%Jun 10 — IV 48% · EM ±5.6%Jun 11 — IV 46% · EM ±5.1%Jun 12 — IV 43% · EM ±4.4%Jun 15 — IV 61% · EM ±4.4%Jun 16 — IV 64% · EM ±3.8%Jun 17 — IV 119% · EM ±5.0%Jun 19 — IV 44% · EM ±9.6%Jun 22 — IV 41% · EM ±8.5%Jun 23 — IV 43% · EM ±8.7%Jun 24 — IV 44% · EM ±8.7%Jun 25 — IV 48% · EM ±9.3%Jun 26 — IV 46% · EM ±8.8%Jun 29 — IV 47% · EM ±8.2%Jun 30 — IV 46% · EM ±7.9%Jul 01 — IV 48% · EM ±8.0%Jul 02 — IV 43% · EM ±6.9%Jul 03 — IV 44% · EM ±6.9%Jul 06 — IV 49% · EM ±6.8%Jul 07 — IV 47% · EM ±6.2%Jul 08 — IV 48% · EM ±6.0%Jul 09 — IV 48% · EM ±5.6%Jul 10 — IV 44% · EM ±4.8%Jul 13 — IV 50% · EM ±4.2%Jul 14 — IV 52% · EM ±3.8%Jul 15 — IV 53% · EM ±3.1%Jul 16 — IV 68% · EM ±2.8%Jul 20 — IV 52% · EM ±12.2%Jul 21 — IV 52% · EM ±12.0%Jul 22 — IV 55% · EM ±12.5%Jul 23 — IV 51% · EM ±11.5%Jul 24 — IV 50% · EM ±10.9%Jul 27 — IV 51% · EM ±10.7%Jul 28 — IV 53% · EM ±10.8%Jul 29 — IV 52% · EM ±10.3%Jul 30 — IV 44% · EM ±8.5%Jul 31 — IV 41% · EM ±7.8%Aug 03 — IV 39% · EM ±7.0%Aug 04 — IV 42% · EM ±7.2%Aug 05 — IV 40% · EM ±6.7%

Sector peers

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