Morningstar (NASDAQ:MORN) Director William Lyons Sells 1,000 Shares

Posted by Brenda Bartman on Aug 4th, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Director William Lyons sold 1,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $199.00, for a total transaction of $199,000.00. Following the transaction, the director owned 12,904 shares in the company, valued at approximately $2,567,896. This trade represents a 7.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Morningstar Trading Up 3.3%

NASDAQ:MORN opened at $198.93 on Tuesday. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.06 and a current ratio of 1.06. The firm has a market cap of $7.46 billion, a price-to-earnings ratio of 18.84 and a beta of 0.99. Morningstar, Inc. has a 52 week low of $141.49 and a 52 week high of $276.43. The firm has a 50-day moving average price of $172.65 and a two-hundred day moving average price of $176.93.

Morningstar (NASDAQ:MORN – Get Free Report) last posted its earnings results on Wednesday, July 29th. The business services provider reported $3.10 EPS for the quarter, topping the consensus estimate of $2.83 by $0.27. Morningstar had a net margin of 16.43% and a return on equity of 38.57%. The firm had revenue of $663.20 million for the quarter, compared to analysts’ expectations of $649.72 million.

Key Morningstar News

Here are the key news stories impacting Morningstar this week:

Positive Sentiment: Strong Q2 results support the bullish case. Morningstar reportedly exceeded consensus estimates, with revenue of $663.2 million versus expectations of $649.7 million and EPS of $3.10 versus $2.83. Another analysis cited 9.6% year-over-year revenue growth and 29.2% non-GAAP EPS growth. Morningstar: Undervalued With A Differentiated Business Model
Positive Sentiment: Analyst sees substantial valuation upside. Morningstar was characterized as undervalued, trading at roughly 15.6 times estimated 2026 earnings compared with its historical 35–40 times range. The analysis assigned a fair-value estimate of $246.40, above the current trading level, while highlighting strong cash flow, a conservative payout ratio and a 15-year dividend-growth streak. Morningstar: Undervalued With A Differentiated Business Model
Neutral Sentiment: Morningstar’s industry commentary provides modest brand support. The company said artificial-intelligence-related power demand, rather than renewed ESG enthusiasm, is driving a recovery in sustainable ETF inflows. This may reinforce Morningstar’s visibility as a provider of investment research, but it does not represent a direct earnings forecast. AI, Not ESG, Is Driving the Revival in Sustainable ETFs
Negative Sentiment: Director selling creates a minor overhang. Director William M. Lyons sold 1,000 shares for approximately $199,000, reducing his direct ownership by 7.19%. The transaction is relatively small compared with Morningstar’s market value and does not by itself indicate a change in business fundamentals. Morningstar Director Form 4 Filing

Analyst Upgrades and Downgrades

A number of brokerages recently commented on MORN. Weiss Ratings lowered Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday. Wall Street Zen raised Morningstar from a “hold” rating to a “buy” rating in a research report on Sunday, June 21st. UBS Group lowered their target price on Morningstar from $280.00 to $260.00 and set a “buy” rating on the stock in a research note on Tuesday, July 7th. BMO Capital Markets reissued an “outperform” rating and issued a $212.00 price target on shares of Morningstar in a report on Friday, June 26th. Finally, Rothschild & Co Redburn set a $210.00 price target on shares of Morningstar in a research report on Thursday, June 18th. Two analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $227.33.

View Our Latest Research Report on Morningstar

Institutional Investors Weigh In On Morningstar

Several institutional investors have recently made changes to their positions in the stock. Berkeley Inc purchased a new stake in Morningstar in the fourth quarter valued at approximately $3,777,000. WINTON GROUP Ltd purchased a new position in Morningstar in the 4th quarter worth approximately $6,534,000. Thrivent Financial for Lutherans grew its stake in Morningstar by 176.5% in the 4th quarter. Thrivent Financial for Lutherans now owns 35,185 shares of the business services provider’s stock worth $7,629,000 after buying an additional 22,459 shares in the last quarter. Oak Thistle LLC bought a new position in shares of Morningstar in the 4th quarter worth $768,000. Finally, MidFirst Bank bought a new position in shares of Morningstar in the 4th quarter worth $3,400,000. Hedge funds and other institutional investors own 57.02% of the company’s stock.

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.