Morningstar (NASDAQ:MORN) Chairman Sells $1,205,167.50 in Stock

Morningstar, Inc. (NASDAQ:MORN - Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of Morningstar stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $166.23, for a total transaction of $1,205,167.50. Following the sale, the chairman directly owned 8,114,492 shares of the company's stock, valued at $1,348,872,005.16. This represents a 0.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Morningstar Stock Performance

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Morningstar stock opened at $177.91 on Friday. The company has a 50 day moving average price of $177.36 and a 200-day moving average price of $195.27. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.03 and a current ratio of 1.03. Morningstar, Inc. has a fifty-two week low of $149.08 and a fifty-two week high of $316.71. The company has a market capitalization of $6.77 billion, a PE ratio of 18.12 and a beta of 0.99.

Morningstar (NASDAQ:MORN - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The business services provider reported $3.18 earnings per share for the quarter, beating the consensus estimate of $2.41 by $0.77. Morningstar had a net margin of 16.06% and a return on equity of 33.14%. The firm had revenue of $644.80 million during the quarter, compared to the consensus estimate of $626.91 million.

Morningstar News Roundup

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Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Q1 results beat expectations — Morningstar reported a sizable EPS beat and revenue ahead of estimates (recent quarter: $3.18 EPS vs. $2.41 consensus; revenue ~$645M vs. ~$627M consensus), which investors are citing as the primary catalyst for the stock's rise. Why Morningstar (MORN) Is Up 5.5% After Strong Q1 EPS Jump And Visible Insider Activity
• Neutral Sentiment: Product/research relevance — Coverage and product commentary (e.g., Morningstar highlighting ETFs as investors shift defensively) may support recurring research/subscription demand but is unlikely to move shares materially on its own. Morningstar highlights top ETFs as investors eye defensive shift
• Neutral Sentiment: Corporate transparency stance — Coverage noting Morningstar’s practice of not hosting earnings calls and the CEO’s view on possible SEC changes to quarterly reporting frames management’s communication strategy; this reduces surprises but is neither clearly positive nor negative to near-term share moves. Morningstar doesn't do earnings calls. Here's why its CEO agrees with the SEC's plan to drop quarterly reporting
• Neutral Sentiment: Broader mentions and industry positioning — Morningstar appears in lists and commentary about high-growth / tech-like stocks and marketplace news; useful for visibility but not an immediate earnings driver. These 15 stocks trade like the hottest tech names - but they're still under the radar
• Neutral Sentiment: Unrelated market news flagged by feeds (e.g., Rocket Lab contract) — appears in news crawl but has no direct impact on Morningstar’s fundamentals. Rocket Lab Announces Company's Biggest Launch Deal, Gets $30 Million Contract From Anduril
• Negative Sentiment: Insider sale disclosed — Chairman Joseph Mansueto sold 7,250 shares on May 6 at an average $166.23 under a pre-arranged Rule 10b5‑1 plan. The sale is small relative to his remaining holdings and was pre-planned, which limits the negative signal, but some investors view insider selling as a caution. SEC filing for Joseph D. Mansueto sale

Hedge Funds Weigh In On Morningstar

Several institutional investors have recently bought and sold shares of MORN. Osterweis Capital Management Inc. purchased a new position in Morningstar in the second quarter worth $29,000. Measured Wealth Private Client Group LLC purchased a new position in Morningstar in the third quarter worth $26,000. Thurston Springer Miller Herd & Titak Inc. purchased a new position in Morningstar in the fourth quarter worth $25,000. Cassaday & Co Wealth Management LLC purchased a new position in Morningstar in the first quarter worth $26,000. Finally, V Square Quantitative Management LLC purchased a new position in Morningstar in the fourth quarter worth $35,000. 57.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

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MORN has been the topic of several research reports. UBS Group set a $280.00 price objective on shares of Morningstar in a report on Friday, February 13th. Weiss Ratings lowered shares of Morningstar from a "hold (c-)" rating to a "sell (d+)" rating in a report on Thursday, April 9th. BMO Capital Markets cut their price objective on shares of Morningstar from $257.00 to $193.00 and set an "outperform" rating on the stock in a report on Tuesday, February 17th. Finally, Wall Street Zen raised shares of Morningstar from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Morningstar has a consensus rating of "Hold" and a consensus price target of $236.50.

Check Out Our Latest Stock Report on Morningstar

About Morningstar

(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.

Further Reading

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