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

Posted by Francis Steltz on Aug 8th, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $199.63, for a total transaction of $1,447,317.50. Following the sale, the chairman owned 8,006,920 shares of the company’s stock, valued at approximately $1,598,421,439.60. This 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 is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Morningstar Stock Performance

Shares of MORN stock opened at $200.66 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 1.66. The company has a market cap of $7.53 billion, a PE ratio of 19.00 and a beta of 0.99. The company’s fifty day simple moving average is $174.25 and its 200-day simple moving average is $176.72. Morningstar, Inc. has a 52 week low of $141.49 and a 52 week high of $266.05.

Morningstar (NASDAQ:MORN – Get Free Report) last announced its quarterly 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. Morningstar had a net margin of 16.43% and a return on equity of 38.57%. The firm had revenue of $663.20 million during the quarter, compared to analysts’ expectations of $649.72 million.

Hedge Funds Weigh In On Morningstar

Institutional investors have recently added to or reduced their stakes in the company. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Morningstar during the fourth quarter valued at about $25,000. Grove Bank & Trust acquired a new position in shares of Morningstar in the second quarter worth about $25,000. Cassaday & Co Wealth Management LLC acquired a new position in shares of Morningstar in the first quarter worth about $26,000. Measured Wealth Private Client Group LLC purchased a new position in Morningstar in the third quarter valued at about $26,000. Finally, Osterweis Capital Management Inc. purchased a new position in Morningstar in the second quarter valued at about $29,000. Institutional investors and hedge funds own 57.02% of the company’s stock.

Analyst Upgrades and Downgrades

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

View Our Latest Research Report on Morningstar

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.