Morningstar (NASDAQ:MORN) Chairman Joseph Mansueto Sells 4,095 Shares

Posted by Stanley Muller on Aug 22nd, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 4,095 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $216.75, for a total value of $887,591.25. Following the completion of the sale, the chairman directly owned 7,943,851 shares in the company, valued at $1,721,829,704.25. This represents a 0.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Morningstar Stock Performance

MORN stock opened at $215.97 on Friday. Morningstar, Inc. has a 1 year low of $141.49 and a 1 year high of $266.05. The stock has a market capitalization of $8.10 billion, a price-to-earnings ratio of 20.45 and a beta of 0.99. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.06 and a current ratio of 1.06. The stock’s fifty day moving average is $178.94 and its two-hundred day moving average is $176.67.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in MORN. Osterweis Capital Management Inc. bought a new stake in Morningstar during the second quarter worth approximately $29,000. Measured Wealth Private Client Group LLC acquired a new stake in Morningstar in the third quarter worth approximately $26,000. Cassaday & Co Wealth Management LLC bought a new position in Morningstar during the 1st quarter valued at $26,000. Grove Bank & Trust bought a new position in Morningstar during the 2nd quarter valued at $25,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Morningstar by 23.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock valued at $53,000 after purchasing an additional 34 shares during the period. 57.02% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

MORN has been the subject of several recent analyst reports. BMO Capital Markets restated an “outperform” rating and issued a $212.00 target price on shares of Morningstar in a research report on Friday, June 26th. UBS Group reduced their price objective on Morningstar from $280.00 to $260.00 and set a “buy” rating for the company in a research report on Tuesday, July 7th. Weiss Ratings raised Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, August 14th. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research report on Sunday, June 21st. Finally, Rothschild & Co Redburn set a $210.00 target price on Morningstar in a research note on Thursday, June 18th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $227.33.

Read Our Latest Stock Report on MORN

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.