Public Employees Retirement System of Ohio Purchases New Shares in Morningstar, Inc. $MORN

Posted by George Bondi on Sep 10th, 2026

Public Employees Retirement System of Ohio acquired a new stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 5,785 shares of the business services provider’s stock, valued at approximately $903,000.

Other institutional investors have also added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake 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 in the last quarter. Quarry LP raised its stake in 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 buying an additional 64 shares in the last quarter. Diversify Advisory Services LLC lifted its holdings in 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 during the period. Osterweis Capital Management Inc. bought a new stake in Morningstar during the 2nd quarter valued at approximately $29,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in Morningstar during the 3rd quarter valued at approximately $26,000. 57.02% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Morningstar news, Chairman Joseph Mansueto sold 5,659 shares of the stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $218.84, for a total value of $1,238,415.56. Following the transaction, the chairman owned 7,938,192 shares of the company’s stock, valued at approximately $1,737,193,937.28. This represents a 0.07% decrease in their ownership of the stock. The transaction was disclosed in a legal 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. Insiders sold a total of 86,500 shares of company stock worth $17,824,451 in the last three months. 38.80% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

MORN has been the topic of several research reports. Wall Street Zen lowered Morningstar from a “buy” rating to a “hold” rating in a research report on Saturday, August 29th. Rothschild & Co Redburn set a $210.00 price target on shares of Morningstar in a research note on Thursday, June 18th. Weiss Ratings raised shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, August 14th. BMO Capital Markets restated an “outperform” rating and issued a $212.00 price objective on shares of Morningstar in a report on Friday, June 26th. Finally, UBS Group decreased their target price on shares of Morningstar from $280.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, July 7th. Two investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Morningstar has an average rating of “Moderate Buy” and an average target price of $227.33.

Get Our Latest Research Report on Morningstar

Morningstar Stock Down 1.2%

Shares of Morningstar stock opened at $198.09 on Thursday. Morningstar, Inc. has a twelve month low of $141.49 and a twelve month high of $261.37. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 1.66. The company’s 50 day moving average is $192.99 and its 200 day moving average is $180.89. The company has a market cap of $7.43 billion, a price-to-earnings ratio of 18.76 and a beta of 1.00.

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 analysts’ consensus estimates of $2.83 by $0.27. The business had revenue of $663.20 million during the quarter, compared to the consensus estimate of $649.72 million. Morningstar had a net margin of 16.43% and a return on equity of 38.57%.

Morningstar Company Profile

(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.