Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on May 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on April 17th.
Representative April McClain Delaney also recently made the following trade(s):
- Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 4/30/2026.
- Purchased $1,001 – $15,000 in shares of Markel Group (NYSE:MKL) on 4/30/2026.
- Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 4/30/2026.
- Sold $1,001 – $15,000 in shares of Clean Harbors (NYSE:CLH) on 4/30/2026.
- Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 4/29/2026.
- Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/29/2026.
- Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/24/2026.
- Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 4/24/2026.
- Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 4/24/2026.
- Sold $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 4/24/2026.
Morningstar Stock Performance
Shares of MORN stock opened at $177.91 on Friday. Morningstar, Inc. has a 12-month low of $149.08 and a 12-month high of $316.71. The business’s fifty day simple moving average is $177.36 and its 200-day simple moving average is $195.27. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66. The company has a market cap of $6.77 billion, a PE ratio of 18.12 and a beta of 0.99.
Institutional Trading of Morningstar
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Cassaday & Co Wealth Management LLC acquired a new position in shares of Morningstar in the first quarter valued at about $26,000. Dimensional Fund Advisors LP lifted its holdings in shares of Morningstar by 9.7% during the first quarter. Dimensional Fund Advisors LP now owns 517,769 shares of the business services provider’s stock worth $87,514,000 after purchasing an additional 45,798 shares during the period. Copeland Capital Management LLC boosted its position in Morningstar by 28.4% in the first quarter. Copeland Capital Management LLC now owns 135,215 shares of the business services provider’s stock valued at $22,858,000 after buying an additional 29,933 shares during the last quarter. Allspring Global Investments Holdings LLC increased its holdings in Morningstar by 1,976.3% in the 1st quarter. Allspring Global Investments Holdings LLC now owns 27,428 shares of the business services provider’s stock worth $4,655,000 after buying an additional 26,107 shares during the period. Finally, Bank of New York Mellon Corp increased its holdings in Morningstar by 3.0% in the 1st quarter. Bank of New York Mellon Corp now owns 175,006 shares of the business services provider’s stock worth $29,585,000 after buying an additional 5,049 shares during the period. Institutional investors and hedge funds own 57.02% of the company’s stock.
Insider Activity at Morningstar
In other Morningstar news, CFO Michael Holt acquired 1,000 shares of the company’s stock in a transaction dated Wednesday, March 4th. The shares were acquired at an average cost of $186.59 per share, with a total value of $186,590.00. Following the acquisition, the chief financial officer directly owned 9,480 shares of the company’s stock, valued at approximately $1,768,873.20. The trade was a 11.79% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Chairman Joseph D. Mansueto sold 7,250 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $166.23, for a total transaction of $1,205,167.50. Following the completion of the sale, the chairman owned 8,114,492 shares in the company, valued at $1,348,872,005.16. The trade was a 0.09% decrease in their position. 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. Over the last 90 days, insiders have sold 86,327 shares of company stock valued at $14,180,305. Company insiders own 38.80% of the company’s stock.
Analyst Ratings Changes
MORN has been the subject of several recent analyst reports. Weiss Ratings downgraded Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, April 9th. UBS Group set a $280.00 price objective on shares of Morningstar in a report on Friday, February 13th. BMO Capital Markets lowered their target price on shares of Morningstar from $257.00 to $193.00 and set an “outperform” rating for the company in a research note on Tuesday, February 17th. Finally, Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Morningstar has a consensus rating of “Hold” and a consensus target price of $236.50.
Check Out Our Latest Research Report on Morningstar
Key Stories Impacting Morningstar
Here are the key news stories impacting Morningstar this week:
- Positive Sentiment: Q1 results beat expectations — Morningstar reported a sizable EPS beat and revenue ahead of estimates (recent quarter: $3.18 EPS vs. $2.41 consensus; revenue ~$645M vs. ~$627M consensus), which investors are citing as the primary catalyst for the stock’s rise. Why Morningstar (MORN) Is Up 5.5% After Strong Q1 EPS Jump And Visible Insider Activity
- Neutral Sentiment: Product/research relevance — Coverage and product commentary (e.g., Morningstar highlighting ETFs as investors shift defensively) may support recurring research/subscription demand but is unlikely to move shares materially on its own. Morningstar highlights top ETFs as investors eye defensive shift
- Neutral Sentiment: Corporate transparency stance — Coverage noting Morningstar’s practice of not hosting earnings calls and the CEO’s view on possible SEC changes to quarterly reporting frames management’s communication strategy; this reduces surprises but is neither clearly positive nor negative to near-term share moves. Morningstar doesn’t do earnings calls. Here’s why its CEO agrees with the SEC’s plan to drop quarterly reporting
- Neutral Sentiment: Broader mentions and industry positioning — Morningstar appears in lists and commentary about high-growth / tech-like stocks and marketplace news; useful for visibility but not an immediate earnings driver. These 15 stocks trade like the hottest tech names – but they’re still under the radar
- Neutral Sentiment: Unrelated market news flagged by feeds (e.g., Rocket Lab contract) — appears in news crawl but has no direct impact on Morningstar’s fundamentals. Rocket Lab Announces Company’s Biggest Launch Deal, Gets $30 Million Contract From Anduril
- Negative Sentiment: Insider sale disclosed — Chairman Joseph Mansueto sold 7,250 shares on May 6 at an average $166.23 under a pre-arranged Rule 10b5?1 plan. The sale is small relative to his remaining holdings and was pre-planned, which limits the negative signal, but some investors view insider selling as a caution. SEC filing for Joseph D. Mansueto sale
About Representative McClain Delaney
April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.
McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.
April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.
About Morningstar
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.
Recommended Stories
Receive News & Ratings for Morningstar Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Morningstar and related companies with MarketBeat.com's FREE daily email newsletter.
