Insider Selling: Morningstar (NASDAQ:MORN) Chairman Sells $1,552,660.00 in Stock

Posted by George Bondi on Aug 24th, 2026

Morningstar, Inc. (NASDAQ:MORN – Get Free Report) Chairman Joseph Mansueto sold 7,250 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $214.16, for a total transaction of $1,552,660.00. Following the completion of the transaction, the chairman directly owned 7,947,946 shares of the company’s stock, valued at approximately $1,702,132,115.36. The trade was a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 Price Performance

Shares of NASDAQ MORN opened at $215.97 on Monday. 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, Inc. has a 1 year low of $141.49 and a 1 year high of $266.05. The stock’s 50-day simple moving average is $178.94 and its 200-day simple moving average is $176.52. The firm has a market cap of $8.10 billion, a price-to-earnings ratio of 20.45 and a beta of 0.99.

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

Hedge Funds Weigh In On Morningstar

Several hedge funds and other institutional investors have recently modified their holdings of MORN. Grove Bank & Trust acquired a new stake in shares of Morningstar in the 2nd quarter worth about $25,000. Cassaday & Co Wealth Management LLC acquired a new position in Morningstar during the 1st quarter valued at about $26,000. Measured Wealth Private Client Group LLC acquired a new position in Morningstar during the 3rd quarter valued at about $26,000. Osterweis Capital Management Inc. bought a new position in Morningstar in the 2nd quarter worth about $29,000. Finally, WPG Advisers LLC grew its position 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 last quarter. Institutional investors and hedge funds own 57.02% of the company’s stock.

Wall Street Analysts Forecast Growth

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

View Our Latest Stock Analysis on Morningstar

Morningstar Company Profile

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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.