Key Points
- Morningstar director William Lyons sold 700 shares on May 27 at an average price of $179, totaling $125,300. After the sale, he still held 13,904 shares, and the transaction reduced his stake by about 4.79%.
- Morningstar recently posted stronger-than-expected quarterly results, with earnings of $3.18 per share versus the $2.41 consensus estimate and revenue of $644.8 million versus expectations of $626.91 million.
- Analyst sentiment is mixed: ratings range from Buy to Sell, with an overall average Hold rating and a consensus price target of $236.50, while the stock traded around $176.67 and remained well below its 52-week high of $316.71.
Morningstar, Inc. (NASDAQ:MORN - Get Free Report) Director William Lyons sold 700 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $179.00, for a total value of $125,300.00. Following the sale, the director owned 13,904 shares in the company, valued at $2,488,816. The trade was a 4.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.
Morningstar Price Performance
Shares of MORN stock opened at $176.67 on Thursday. The stock's fifty day moving average is $174.73 and its 200-day moving average is $191.19. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.03 and a current ratio of 1.03. The stock has a market capitalization of $6.72 billion, a PE ratio of 17.99 and a beta of 0.99. Morningstar, Inc. has a 52 week low of $149.08 and a 52 week high of $316.71.
Morningstar (NASDAQ:MORN - Get Free Report) last announced its earnings results on Wednesday, April 29th. The business services provider reported $3.18 EPS for the quarter, topping the consensus estimate of $2.41 by $0.77. The company had revenue of $644.80 million for the quarter, compared to analysts' expectations of $626.91 million. Morningstar had a return on equity of 33.14% and a net margin of 16.06%.
Morningstar News Summary
Here are the key news stories impacting Morningstar this week:
- Positive Sentiment: Morningstar continues to receive visibility through market commentary and personal finance coverage, including articles on AI spending cycles, retirement spending, dividend investing, and global markets, which helps keep the brand and its research platform in front of investors. Article title
- Positive Sentiment: The company’s commentary on dividend growth investing reinforces Morningstar’s reputation as a trusted source for long-term investing analysis, which can support its subscription and data businesses over time. Article title
- Neutral Sentiment: Morningstar’s analysts were quoted in coverage of India fund flows and semiconductor trends, highlighting the firm’s influence in market commentary but offering no clear direct earnings or revenue catalyst for Morningstar, Inc. (NASDAQ: MORN). Article title
- Neutral Sentiment: A Morningstar-linked discussion about asset owners’ perspectives suggests the company remains part of broader investment-industry debate, but it does not by itself signal a meaningful near-term stock driver. Article title
- Negative Sentiment: Director William M. Lyons sold 700 shares at $179, a move that may weigh on sentiment because insider selling can be interpreted as reduced confidence in the near-term outlook. Article title
- Negative Sentiment: A recent Seeking Alpha piece argued that Morningstar’s “data moat” is starting to shrink, which could pressure the stock if investors worry about competition or slowing pricing power in the company’s core data and analytics businesses. Article title
Institutional Trading of Morningstar
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MORN. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Morningstar by 23.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider's stock worth $53,000 after purchasing an additional 34 shares during the period. Focus Partners Wealth boosted its holdings in Morningstar by 3.4% during the first quarter. Focus Partners Wealth now owns 3,838 shares of the business services provider's stock worth $1,151,000 after buying an additional 126 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Morningstar by 278.2% during the first quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider's stock worth $62,000 after buying an additional 153 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Morningstar by 2,450.0% during the second quarter. EverSource Wealth Advisors LLC now owns 561 shares of the business services provider's stock worth $176,000 after buying an additional 539 shares during the last quarter. Finally, Qube Research & Technologies Ltd boosted its holdings in Morningstar by 58.8% during the second quarter. Qube Research & Technologies Ltd now owns 138,932 shares of the business services provider's stock worth $43,615,000 after buying an additional 51,449 shares during the last quarter. 57.02% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
MORN has been the subject of a number of research reports. Weiss Ratings lowered Morningstar from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Thursday, April 9th. BMO Capital Markets lowered their price objective on Morningstar from $257.00 to $193.00 and set an "outperform" rating for the company in a research report on Tuesday, February 17th. Wall Street Zen upgraded Morningstar from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. Finally, UBS Group set a $280.00 price objective on Morningstar in a research report on Friday, February 13th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Morningstar has an average rating of "Hold" and an average target price of $236.50.
Read Our Latest Research 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.
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