Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 6,728 shares of Morningstar stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $178.33, for a total value of $1,199,804.24. Following the sale, the chairman directly owned 8,060,262 shares in the company, valued at $1,437,386,522.46. The trade was a 0.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Morningstar Stock Up 0.4%
Shares of Morningstar stock opened at $172.55 on Thursday. The business’s fifty day moving average price is $175.20 and its two-hundred day moving average price is $192.42. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.03 and a quick ratio of 1.03. The company has a market capitalization of $6.56 billion, a P/E ratio of 17.57 and a beta of 0.99. Morningstar, Inc. has a 1-year low of $149.08 and a 1-year 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 earnings per share for the quarter, beating the consensus estimate of $2.41 by $0.77. The firm had revenue of $644.80 million for the quarter, compared to the consensus estimate of $626.91 million. Morningstar had a return on equity of 33.14% and a net margin of 16.06%.
Institutional Inflows and Outflows
Key Headlines Impacting Morningstar
Here are the key news stories impacting Morningstar this week:
- Positive Sentiment: Morningstar Credit Analytics launched new Corporate Credit Analytics tools aimed at improving transparency and consistency in private credit analysis. Morningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit Analytics
- Neutral Sentiment: Morningstar-related editorial content on star ratings and active ETF fees may reinforce brand awareness, but it is unlikely to move the stock materially. Morningstar Star Ratings Explained: How to Use Them to Pick Stocks How Active ETFs Are Reshaping Fund Fees
- Negative Sentiment: Recent insider filings show Chairman Joseph D. Mansueto sold additional shares, following prior sales earlier in the week; investors may interpret the repeated selling as a mild negative signal. SEC insider filing for Joseph D. Mansueto sale
- Negative Sentiment: CFO Michael Holt sold a small number of shares, adding to the insider-selling narrative, though the transaction was limited in size. SEC insider filing for Michael Holt sale
Analysts Set New Price Targets
Several analysts have weighed in on the company. BMO Capital Markets cut their target price on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. Weiss Ratings cut Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, April 9th. 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 target on Morningstar in a research report on Friday, February 13th. Two 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, the stock currently has a consensus rating of “Hold” and an average target price of $236.50.
Check Out Our Latest Stock Analysis on MORN
Morningstar Company Profile
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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