Morningstar, Inc. (MORN) Seasonality

Recurring seasonal patterns for MORN — the calendar windows where Morningstar, Inc. has historically tended to rise or fall, with the win rate (how often it repeated) and average return for each, based on the last 10 years of price history.

Patterns found
694
Upcoming this year
84
Bullish windows
510
Best win rate
100%

MORN seasonality at a glance

Over the last 10 years, MORN's strongest seasonal window has been Oct 29 – Nov 18: it ended higher in 10 of 10 years (100% win rate) with an average return of +2.77% across a 20-day hold. On the weak side, MORN has historically declined between Sep 17 – Sep 27, falling in 9 of 10 years (average -3.25%).

In total, our analysis finds 694 recurring seasonal windows for Morningstar, Inc.510 bullish and 184 bearish. The next high-win-rate window, Jul 28 – Aug 7, opens tomorrow. These figures describe historical behaviour only — not a forecast.

MORN's upcoming & recent seasonal patterns

Holding period:10-day20-day30-day

Ordered by season — windows opening soon first, plus a couple of recently completed high-performers. Holding-period colors help you compare durations at a glance.

StatusSeasonal windowHoldAvg returnWin rateThis year
Completedended 3d agoJul 4 – Jul 2420d+3.17%80%+1.29%
Completedended 3d agoJun 24 – Jul 2430d+4.28%80%+9.69%
UpcomingtomorrowJul 28 – Aug 710d-2.50%90%
Upcomingin 2dJul 29 – Aug 810d-2.52%90%
Upcomingin 14dAug 10 – Aug 3020d+1.24%90%
Upcomingin 15dAug 11 – Aug 3120d+1.77%90%
Upcomingin 16dAug 12 – Sep 120d+2.52%90%

Win rate = how often the pattern repeated in the same direction. Average return = the mean move across all analysed years. Past performance does not guarantee future results.

Explore MORN seasonality in full

See the seasonal curve chart, filter by win rate and return, and track upcoming windows — free during beta.

MORN seasonality FAQ

What has historically been the best month to buy MORN stock?

Based on the last 10 years of price data, MORN's strongest seasonal window starts in October: Oct 29 to Nov 18, which ended higher in 10 of 10 years (100% win rate) with an average return of +2.77%. Past seasonal patterns do not guarantee future performance.

What is MORN's strongest seasonal pattern?

MORN's highest-win-rate pattern in our data is the Oct 29 – Nov 18 window (20-day hold): up in 10 of the last 10 years with an average move of +2.77%.

When has MORN historically performed worst?

MORN's weakest recurring window has been Sep 17 to Sep 27, declining in 9 of 10 years with an average return of -3.25%.

How reliable are MORN's seasonal patterns?

Each MORN pattern is scored by its historical win rate — the share of the last 10 years it repeated in the same direction. MORN currently shows 694 recurring windows (510 bullish, 184 bearish). Seasonality describes historical tendencies only; it is not a prediction, and past performance does not guarantee future results.

What is MORN stock seasonality?

Stock seasonality is the tendency of a stock to perform in a similar way during the same period each year. By analysing Morningstar, Inc.'s price history across many years, SeasonalityX identifies recurring calendar windows — exact start and end dates — where MORN has repeatedly risen (bullish) or fallen (bearish). Each pattern is scored by its win rate and average return so you can judge how reliable and how strong it has been.

Seasonality is one input among many — it works best alongside your own research and risk management. Learn more in our guide to seasonal analysis and the tutorials.

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