Morningstar (NASDAQ:MORN) Downgraded by Wall Street Zen to “Hold”

Posted by on Aug 30th, 2026

Wall Street Zen cut shares of Morningstar (NASDAQ:MORN – Free Report) from a buy rating to a hold rating in a report released on Saturday.

Other equities analysts have also issued reports about the stock. Weiss Ratings upgraded shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, August 14th. Rothschild & Co Redburn set a $210.00 target price on Morningstar in a research note on Thursday, June 18th. BMO Capital Markets reissued an “outperform” rating and issued a $212.00 target price on shares of Morningstar in a report on Friday, June 26th. Finally, UBS Group decreased their price target on Morningstar from $280.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, July 7th. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $227.33.

Check Out Our Latest Stock Report on Morningstar

Morningstar Stock Performance

Shares of Morningstar stock opened at $217.65 on Friday. Morningstar has a 1 year low of $141.49 and a 1 year high of $263.67. The firm’s 50-day moving average is $184.22 and its 200 day moving average is $177.98. The stock has a market cap of $8.16 billion, a price-to-earnings ratio of 20.61 and a beta of 0.99. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.06 and a quick ratio of 1.06.

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

Insiders Place Their Bets

In other Morningstar news, Chairman Joseph D. Mansueto sold 7,906 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $210.26, for a total transaction of $1,662,315.56. Following the completion of the sale, the chairman owned 7,960,570 shares of the company’s stock, valued at approximately $1,673,789,448.20. The trade was a 0.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 86,500 shares of company stock worth $17,824,451 in the last quarter. 38.80% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in MORN. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Morningstar by 23.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock valued at $53,000 after purchasing an additional 34 shares during the last quarter. Quarry LP increased its holdings in shares of Morningstar by 51.2% in the fourth quarter. Quarry LP now owns 189 shares of the business services provider’s stock worth $41,000 after purchasing an additional 64 shares during the last quarter. Diversify Advisory Services LLC lifted its position in shares of Morningstar by 4.7% in the third quarter. Diversify Advisory Services LLC now owns 1,641 shares of the business services provider’s stock worth $350,000 after buying an additional 74 shares in the last quarter. Diversify Wealth Management LLC lifted its position in shares of Morningstar by 2.0% in the fourth quarter. Diversify Wealth Management LLC now owns 4,168 shares of the business services provider’s stock worth $900,000 after buying an additional 82 shares in the last quarter. Finally, Osterweis Capital Management Inc. bought a new position in Morningstar during the second quarter valued at approximately $29,000. 57.02% of the stock is owned by hedge funds and other institutional investors.

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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