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

Posted by Brenda Bartman on Aug 5th, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $201.06, for a total value of $1,457,685.00. Following the completion of the sale, the chairman owned 8,016,442 shares of the company’s stock, valued at $1,611,785,828.52. This trade represents a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Morningstar Stock Performance

NASDAQ MORN traded down $0.92 on Wednesday, reaching $199.33. The stock had a trading volume of 243,194 shares, compared to its average volume of 526,396. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.06 and a quick ratio of 1.06. The company has a market cap of $7.48 billion, a P/E ratio of 18.88 and a beta of 0.99. The firm has a fifty day moving average of $173.10 and a two-hundred day moving average of $176.79. Morningstar, Inc. has a 1-year low of $141.49 and a 1-year high of $266.05.

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

Institutional Investors Weigh In On Morningstar

Several institutional investors and hedge funds have recently bought and sold shares of MORN. Fluent Financial LLC lifted its position in Morningstar by 150.0% during the second quarter. Fluent Financial LLC now owns 14,362 shares of the business services provider’s stock worth $2,241,000 after purchasing an additional 8,618 shares during the period. Grove Bank & Trust bought a new position in Morningstar in the 2nd quarter valued at about $25,000. NewEdge Advisors LLC raised its position in shares of Morningstar by 31.6% in the 1st quarter. NewEdge Advisors LLC now owns 1,491 shares of the business services provider’s stock valued at $252,000 after buying an additional 358 shares in the last quarter. Bank of America Corp DE raised its position in shares of Morningstar by 11.7% in the 1st quarter. Bank of America Corp DE now owns 183,575 shares of the business services provider’s stock valued at $31,033,000 after buying an additional 19,264 shares in the last quarter. Finally, Janus Henderson Group PLC lifted its holdings in shares of Morningstar by 56.1% during the 1st quarter. Janus Henderson Group PLC now owns 89,885 shares of the business services provider’s stock worth $15,199,000 after acquiring an additional 32,296 shares during the period. Institutional investors own 57.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on MORN. Rothschild & Co Redburn set a $210.00 price objective on shares of Morningstar in a research note on Thursday, June 18th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a research report on Sunday, June 21st. UBS Group lowered their target price on shares of Morningstar from $280.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. BMO Capital Markets reiterated an “outperform” rating and issued a $212.00 price target on shares of Morningstar in a research note on Friday, June 26th. Finally, Weiss Ratings cut Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 30th. 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 data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $227.33.

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About Morningstar

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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.