Morningstar (NASDAQ:MORN) Chairman Joseph Mansueto Sells 7,906 Shares of Stock

Posted by Brian Himes on Aug 20th, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,906 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $210.26, for a total transaction of $1,662,315.56. Following the sale, the chairman directly owned 7,960,570 shares in the company, valued at $1,673,789,448.20. This trade represents a 0.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Morningstar Stock Up 2.4%

Shares of NASDAQ:MORN opened at $213.65 on Thursday. The firm has a fifty day moving average price of $177.32 and a two-hundred day moving average price of $176.29. The company has a market cap of $8.01 billion, a price-to-earnings ratio of 20.23 and a beta of 0.99. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.06 and a quick ratio of 1.06. Morningstar, Inc. has a one year low of $141.49 and a one year high of $266.05.

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

Institutional Trading of Morningstar

Several institutional investors have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Morningstar by 23.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock worth $53,000 after buying an additional 34 shares during the period. WPG Advisers LLC increased its stake in Morningstar by 36.0% in the 4th quarter. WPG Advisers LLC now owns 185 shares of the business services provider’s stock worth $40,000 after purchasing an additional 49 shares during the period. Verdence Capital Advisors LLC lifted its position in Morningstar by 3.9% in the fourth quarter. Verdence Capital Advisors LLC now owns 1,423 shares of the business services provider’s stock valued at $309,000 after purchasing an additional 54 shares during the last quarter. Quarry LP boosted its stake in shares of Morningstar by 51.2% during the fourth quarter. Quarry LP now owns 189 shares of the business services provider’s stock valued at $41,000 after purchasing an additional 64 shares during the period. Finally, Diversify Advisory Services LLC grew its holdings in shares of 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 purchasing an additional 74 shares during the last quarter. 57.02% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. UBS Group cut their price objective on Morningstar from $280.00 to $260.00 and set a “buy” rating for the company in a report on Tuesday, July 7th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a research report on Sunday, June 21st. 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 reissued an “outperform” rating and issued a $212.00 price target on shares of Morningstar in a report on Friday, June 26th. Finally, Rothschild & Co Redburn set a $210.00 price objective on shares of Morningstar in a report on Thursday, June 18th. Two investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $227.33.

Check Out Our Latest Report 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.