Morningstar (NASDAQ:MORN) Chairman Joseph Mansueto Sells 7,250 Shares of Stock

Posted by Francis Steltz on May 21st, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $175.84, for a total transaction of $1,274,840.00. Following the completion of the sale, the chairman directly owned 8,066,990 shares in the company, valued at approximately $1,418,499,521.60. The trade was a 0.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Morningstar Stock Up 0.4%

Shares of MORN stock opened at $172.55 on Thursday. 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 firm’s 50-day moving average is $175.20 and its 200-day moving average is $192.42. The stock has a market cap of $6.56 billion, a price-to-earnings ratio of 17.57 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 issued its earnings results on Wednesday, April 29th. The business services provider reported $3.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 net margin of 16.06% and a return on equity of 33.14%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Weiss Ratings lowered shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, April 9th. BMO Capital Markets cut their price target on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, UBS Group set a $280.00 price target on shares of Morningstar in a report on Friday, February 13th. Two analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Morningstar presently has a consensus rating of “Hold” and an average price target of $236.50.

Get Our Latest Research Report on Morningstar

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MORN. Thurston Springer Miller Herd & Titak Inc. bought a new stake in Morningstar during the 4th quarter worth approximately $25,000. Cassaday & Co Wealth Management LLC bought a new stake in Morningstar during the 1st quarter worth approximately $26,000. Measured Wealth Private Client Group LLC bought a new position in shares of Morningstar in the 3rd quarter worth $26,000. Osterweis Capital Management Inc. bought a new position in shares of Morningstar in the 2nd quarter worth $29,000. Finally, V Square Quantitative Management LLC bought a new position in shares of Morningstar in the 4th quarter worth $35,000. 57.02% of the stock is currently owned by hedge funds and other institutional investors.

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

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.