Morningstar’s (NASDAQ:MORN) Q4 CY2025 Sales Beat Estimates

Morningstar’s (NASDAQ:MORN) Q4 CY2025 Sales Beat Estimates

Kayode Omotosho

Fri, February 13, 2026 at 6:37 AM GMT+9 3 min read

In this article:

•                                       StockStory Top Pick 
  

  MORN

  -0.86%

Investment research firm Morningstar (NASDAQ:MORN) announced better-than-expected revenue in Q4 CY2025, with sales up 8.5% year on year to $641.1 million. Its GAAP profit of $2.83 per share was 31% above analysts’ consensus estimates.

Is now the time to buy Morningstar? Find out in our full research report.

Morningstar (MORN) Q4 CY2025 Highlights:

**Revenue:** $641.1 million vs analyst estimates of $627.5 million (8.5% year-on-year growth, 2.2% beat)

**Pre-tax Profit:** $150.9 million (23.5% margin)

**EPS (GAAP):** $2.83 vs analyst estimates of $2.16 (31% beat)

**Market Capitalization:** $6.39 billion

“Morningstar grew revenue, operating income, and adjusted operating income meaningfully in 2025 ,” said Kunal Kapoor, Morningstar’s chief executive officer.

Company Overview

Founded in 1984 by Joe Mansueto with just $80,000 in personal savings, Morningstar (NASDAQ:MORN) provides independent investment data, research, and analysis tools that help investors, advisors, and institutions make informed financial decisions.

Revenue Growth

Examining a company’s long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Luckily, Morningstar’s revenue grew at a solid 12% compounded annual growth rate over the last five years. Its growth surpassed the average financials company and shows its offerings resonate with customers, a great starting point for our analysis.

Morningstar Quarterly Revenue

Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. Morningstar’s annualized revenue growth of 9.5% over the last two years is below its five-year trend, but we still think the results were respectable.

Morningstar Year-On-Year Revenue Growth

Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, Morningstar reported year-on-year revenue growth of 8.5%, and its $641.1 million of revenue exceeded Wall Street’s estimates by 2.2%.

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Key Takeaways from Morningstar’s Q4 Results

It was good to see Morningstar beat analysts’ EPS expectations this quarter. We were also happy its revenue outperformed Wall Street’s estimates. Zooming out, we think this was a good print with some key areas of upside. The stock remained flat at $153.39 immediately following the results.

Is Morningstar an attractive investment opportunity right now? When making that decision, it’s important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here, it’s free.

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