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

Posted by on May 20th, 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, May 20th. The shares were sold at an average price of $171.57, for a total transaction of $1,243,882.50. Following the transaction, the chairman owned 8,053,012 shares in the company, valued at $1,381,655,268.84. The trade was a 0.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 Morningstar stock traded up $0.74 during trading on Wednesday, reaching $172.55. 448,999 shares of the company traded hands, compared to its average volume of 562,626. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.03 and a quick ratio of 1.03. Morningstar, Inc. has a 1-year low of $149.08 and a 1-year high of $316.71. The company has a 50 day moving average price of $175.57 and a 200-day moving average price of $192.72. The firm has a market capitalization of $6.56 billion, a PE ratio of 17.57 and a beta of 0.99.

Morningstar (NASDAQ:MORN – Get Free Report) last released 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. Morningstar had a net margin of 16.06% and a return on equity of 33.14%. The company had revenue of $644.80 million for the quarter, compared to the consensus estimate of $626.91 million.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the company. Bank of America Corp DE lifted its position in shares of Morningstar by 11.7% during the first quarter. Bank of America Corp DE now owns 183,575 shares of the business services provider’s stock valued at $31,033,000 after purchasing an additional 19,264 shares in the last quarter. Janus Henderson Group PLC lifted its position in shares of Morningstar by 56.1% during the first quarter. Janus Henderson Group PLC now owns 89,885 shares of the business services provider’s stock valued at $15,199,000 after purchasing an additional 32,296 shares in the last quarter. Amundi lifted its position in shares of Morningstar by 27.0% during the first quarter. Amundi now owns 1,775 shares of the business services provider’s stock valued at $300,000 after purchasing an additional 377 shares in the last quarter. California State Teachers Retirement System lifted its position in shares of Morningstar by 15.8% during the first quarter. California State Teachers Retirement System now owns 29,423 shares of the business services provider’s stock valued at $4,974,000 after purchasing an additional 4,016 shares in the last quarter. Finally, Royal Bank of Canada lifted its position in shares of Morningstar by 156.9% during the first quarter. Royal Bank of Canada now owns 22,471 shares of the business services provider’s stock valued at $3,797,000 after purchasing an additional 13,724 shares in the last quarter. 57.02% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

MORN has been the topic of several research reports. Weiss Ratings downgraded shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a 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 for the company in a research note on Tuesday, February 17th. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, UBS Group set a $280.00 price target on Morningstar in a research note on Friday, February 13th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $236.50.

Get Our Latest Analysis on MORN

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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