Morningstar (NASDAQ:MORN) Hits New 1-Year Low – Here’s What Happened

Posted by Brenda Bartman on Jun 25th, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report)’s share price hit a new 52-week low during mid-day trading on Thursday . The stock traded as low as $148.26 and last traded at $149.09, with a volume of 113848 shares traded. The stock had previously closed at $153.23.

Wall Street Analyst Weigh In

A number of research firms have issued reports on MORN. Rothschild & Co Redburn set a $210.00 price objective on shares of Morningstar in a report on Thursday, June 18th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a report on Sunday. Finally, Weiss Ratings raised shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, June 8th. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $227.67.

View Our Latest Analysis on MORN

Morningstar Trading Down 4.9%

The stock has a market capitalization of $5.54 billion, a PE ratio of 14.84 and a beta of 1.00. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66. The firm has a 50-day moving average price of $175.58 and a 200-day moving average price of $185.61.

Morningstar (NASDAQ:MORN – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The business services provider reported $3.18 earnings per share for the quarter, topping 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.

Insider Transactions at Morningstar

In other Morningstar news, Chairman Joseph D. Mansueto sold 2,270 shares of the business’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $176.72, for a total value of $401,154.40. Following the sale, the chairman directly owned 8,043,492 shares in the company, valued at $1,421,445,906.24. The trade was a 0.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Holt sold 270 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $166.05, for a total value of $44,833.50. Following the transaction, the chief financial officer directly owned 12,326 shares in the company, valued at $2,046,732.30. This represents a 2.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 64,720 shares of company stock worth $11,169,471 in the last quarter. Insiders own 38.80% of the company’s stock.

Hedge Funds Weigh In On Morningstar

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Congress Asset Management Co. raised its holdings in Morningstar by 12.7% during the 4th quarter. Congress Asset Management Co. now owns 74,541 shares of the business services provider’s stock valued at $16,199,000 after acquiring an additional 8,424 shares during the period. Intech Investment Management LLC bought a new position in shares of Morningstar in the third quarter worth $1,713,000. Confluence Investment Management LLC grew its position in shares of Morningstar by 17.9% in the fourth quarter. Confluence Investment Management LLC now owns 71,033 shares of the business services provider’s stock valued at $15,436,000 after purchasing an additional 10,794 shares in the last quarter. Citigroup Inc. raised its stake in shares of Morningstar by 37.8% during the 3rd quarter. Citigroup Inc. now owns 25,437 shares of the business services provider’s stock valued at $5,902,000 after purchasing an additional 6,972 shares during the period. Finally, JPMorgan Chase & Co. raised its stake in shares of Morningstar by 34.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 318,478 shares of the business services provider’s stock valued at $73,891,000 after purchasing an additional 82,154 shares during the period. 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.