Key Points
- Joseph Mansueto sold 1,653 Morningstar shares on Feb. 9 at an average price of $165 for $272,745, leaving him with 8,215,656 shares (a 0.02% reduction) valued at roughly $1.356 billion.
- Morningstar announced a partnership with the Vatican Bank to launch Catholic-principles equity indexes, a new licensing deal that could boost recurring index and data fee revenue and expand product reach.
- Analysts maintain a Moderate Buy consensus with a $285 average price target; Morningstar trades with a market cap near $6.39 billion, a P/E of ~17.7, and a roughly 1.3% dividend yield.
Morningstar, Inc. (NASDAQ:MORN - Get Free Report) Chairman Joseph Mansueto sold 1,653 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $165.00, for a total transaction of $272,745.00. Following the completion of the sale, the chairman owned 8,215,656 shares in the company, valued at $1,355,583,240. This represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.
Morningstar Stock Performance
NASDAQ:MORN opened at $155.35 on Thursday. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.56. The company has a market capitalization of $6.39 billion, a P/E ratio of 17.67 and a beta of 1.08. The firm has a 50-day moving average price of $207.02 and a two-hundred day moving average price of $226.39. Morningstar, Inc. has a twelve month low of $150.00 and a twelve month high of $330.55.
Morningstar Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Friday, October 2nd will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Friday, October 2nd. Morningstar's dividend payout ratio (DPR) is 22.75%.
Wall Street Analyst Weigh In
Several analysts have recently issued reports on MORN shares. UBS Group reduced their price objective on Morningstar from $350.00 to $320.00 and set a "buy" rating on the stock in a research report on Thursday, October 30th. Weiss Ratings restated a "hold (c-)" rating on shares of Morningstar in a report on Monday, December 29th. Wall Street Zen upgraded shares of Morningstar from a "hold" rating to a "buy" rating in a report on Friday, January 23rd. Finally, BMO Capital Markets set a $250.00 price objective on shares of Morningstar in a research note on Thursday, October 30th. Two analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $285.00.
Check Out Our Latest Stock Analysis on MORN
More Morningstar News
Here are the key news stories impacting Morningstar this week:
- Positive Sentiment: Morningstar struck a partnership with the Vatican Bank (IOR) to launch Catholic-principles equity indexes — a new index licensing relationship that can drive recurring index and data fees and boost Morningstar’s product reach. Vatican bank teams with Morningstar on Catholic stock indexes
- Neutral Sentiment: Morningstar Investment Management disclosed portfolio moves (boosted Berkshire Hathaway B, sharply cut Meta, trimmed Taiwan Semiconductor), reflecting client/fund-level rebalancing rather than corporate guidance — informative for asset-management revenues but not direct corporate operating signals. Boosts Berkshire Hathaway position Cuts Meta stake Trims TSMC position
- Neutral Sentiment: Market commentary and previews ahead of Morningstar’s Q4 earnings are circulating; these previews set expectations and can amplify volatility around the report but are informational until results are released. What to expect from Morningstar’s Q4 earnings
- Neutral Sentiment: Investor-letter/news mentions (e.g., Baron Durable Advantage Fund review) reference Morningstar’s category and comparatives; useful context for sentiment but unlikely to move the stock materially on its own. Baron Durable Advantage Fund’s Q4 2025 Investor Letter
- Negative Sentiment: Chairman Joseph D. Mansueto sold small blocks of shares on Feb. 9–10 (totaling ~4,867 shares across the two filings). While the sales are a tiny fraction of his overall stake, insider selling can prompt short-term downward pressure and investor caution. Filings: SEC Form 4 filings
Institutional Trading of Morningstar
A number of institutional investors and hedge funds have recently made changes to their positions in MORN. Meeder Asset Management Inc. raised its position in shares of Morningstar by 3.4% in the 4th quarter. Meeder Asset Management Inc. now owns 57,697 shares of the business services provider's stock worth $12,538,000 after buying an additional 1,901 shares during the period. Focus Partners Advisor Solutions LLC lifted its stake in shares of Morningstar by 73.3% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 2,168 shares of the business services provider's stock valued at $471,000 after purchasing an additional 917 shares in the last quarter. Waddell & Associates LLC purchased a new stake in shares of Morningstar during the 4th quarter worth about $277,000. Fox Run Management L.L.C. increased its position in Morningstar by 33.8% during the 4th quarter. Fox Run Management L.L.C. now owns 4,471 shares of the business services provider's stock worth $972,000 after purchasing an additional 1,130 shares in the last quarter. Finally, Cerity Partners LLC raised its holdings in Morningstar by 133.1% in the fourth quarter. Cerity Partners LLC now owns 16,678 shares of the business services provider's stock valued at $3,624,000 after buying an additional 9,524 shares during the period. 57.02% of the stock is currently owned by institutional investors and hedge funds.
Morningstar Company Profile
(
Get Free Report)
Morningstar, Inc is a leading provider of independent investment research, data, and analytics, serving both individual investors and financial professionals. The company offers comprehensive coverage of financial products, including mutual funds, exchange-traded funds (ETFs), stocks, bonds and market indexes. Morningstar's proprietary rating systems and research methodologies help clients assess the risk and return profiles of investment opportunities and make informed decisions.
Its core products include Morningstar Direct, an institutional investment analysis platform; Morningstar Office Cloud, a portfolio management solution for advisors; and Morningstar Data, which delivers extensive datasets through APIs and data feeds.
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