Fluent Financial LLC Has $2.24 Million Stock Position in Morningstar, Inc. $MORN

Posted by Geri Gentry on Aug 10th, 2026

Fluent Financial LLC lifted its stake in shares of Morningstar, Inc. (NASDAQ:MORN – Free Report) by 150.0% during the second quarter, Holdings Channel reports. The fund owned 14,362 shares of the business services provider’s stock after buying an additional 8,618 shares during the quarter. Morningstar comprises 0.8% of Fluent Financial LLC’s investment portfolio, making the stock its 29th largest position. Fluent Financial LLC’s holdings in Morningstar were worth $2,241,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Berkeley Inc bought a new stake in Morningstar in the 4th quarter valued at about $3,777,000. WINTON GROUP Ltd bought a new position in Morningstar in the fourth quarter worth approximately $6,534,000. Thrivent Financial for Lutherans increased its holdings in shares of Morningstar by 176.5% during the fourth quarter. Thrivent Financial for Lutherans now owns 35,185 shares of the business services provider’s stock valued at $7,629,000 after acquiring an additional 22,459 shares in the last quarter. MidFirst Bank bought a new stake in shares of Morningstar during the fourth quarter valued at approximately $3,400,000. Finally, Natixis Advisors LLC acquired a new position in shares of Morningstar during the fourth quarter worth approximately $2,980,000. 57.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have weighed in on MORN shares. Weiss Ratings lowered Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, July 30th. Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a report on Sunday, June 21st. UBS Group reduced their price objective 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. BMO Capital Markets reissued an “outperform” rating and set a $212.00 target price on shares of Morningstar in a report on Friday, June 26th. Finally, Rothschild & Co Redburn set a $210.00 target price on Morningstar in a research report on Thursday, June 18th. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Morningstar presently has an average rating of “Hold” and a consensus target price of $227.33.

View Our Latest Stock Analysis on MORN

Insider Transactions at Morningstar

In related news, Director William M. Lyons sold 1,000 shares of the stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $199.00, for a total transaction of $199,000.00. Following the completion of the sale, the director directly owned 12,904 shares in the company, valued at $2,567,896. This represents a 7.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Joseph D. Mansueto sold 7,250 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $167.99, for a total value of $1,217,927.50. Following the transaction, the chairman owned 8,081,490 shares in the company, valued at approximately $1,357,609,505.10. The trade was a 0.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 56,740 shares of company stock worth $10,506,664 over the last ninety days. Insiders own 38.80% of the company’s stock.

Morningstar Stock Performance

Shares of MORN opened at $200.66 on Monday. Morningstar, Inc. has a fifty-two week low of $141.49 and a fifty-two week high of $266.05. The firm has a market cap of $7.53 billion, a price-to-earnings ratio of 19.00 and a beta of 0.99. The firm has a 50 day moving average price of $174.25 and a 200-day moving average price of $176.46. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.06 and a current ratio of 1.06.

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

Morningstar 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.