Morningstar (NASDAQ:MORN) Chairman Joseph Mansueto Sells 7,250 Shares

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph Mansueto sold 7,250 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $166.23, for a total value of $1,205,167.50. Following the sale, the chairman directly owned 8,114,492 shares in the company, valued at $1,348,872,005.16. The trade was a 0.09% decrease in their ownership of the stock. The sale 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 Trading Up 6.1%

Shares of NASDAQ MORN opened at $177.91 on Friday. The business’s 50 day moving average is $177.36 and its two-hundred day moving average is $195.27. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.03 and a quick ratio of 1.03. Morningstar, Inc. has a 1-year low of $149.08 and a 1-year high of $316.71. The stock has a market capitalization of $6.77 billion, a P/E ratio of 18.12 and a beta of 0.99.

Morningstar (NASDAQ:MORN) last issued its quarterly earnings data on Wednesday, April 29th. The business services provider reported $3.18 earnings per share for the quarter, topping the consensus estimate of $2.41 by $0.77. Morningstar had a return on equity of 33.14% and a net margin of 16.06%.The company had revenue of $644.80 million for the quarter, compared to analysts’ expectations of $626.91 million.

Trending Headlines about 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

Institutional Trading of Morningstar

Several institutional investors and hedge funds have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Morningstar by 23.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock valued at $53,000 after acquiring an additional 34 shares in the last quarter. Cardinal Capital Management raised its stake in shares of Morningstar by 0.3% during the third quarter. Cardinal Capital Management now owns 13,902 shares of the business services provider’s stock valued at $3,225,000 after acquiring an additional 48 shares in the last quarter. WPG Advisers LLC raised its stake in shares of Morningstar by 36.0% during the fourth quarter. WPG Advisers LLC now owns 185 shares of the business services provider’s stock valued at $40,000 after acquiring an additional 49 shares in the last quarter. Verdence Capital Advisors LLC raised its stake in shares of Morningstar by 3.9% during the fourth quarter. Verdence Capital Advisors LLC now owns 1,423 shares of the business services provider’s stock valued at $309,000 after acquiring an additional 54 shares in the last quarter. Finally, Clearstead Advisors LLC raised its stake in shares of Morningstar by 54.2% during the third quarter. Clearstead Advisors LLC now owns 165 shares of the business services provider’s stock valued at $38,000 after acquiring an additional 58 shares in the last quarter. Institutional investors own 57.02% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on MORN. Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. UBS Group set a $280.00 price objective on shares of Morningstar in a research note on Friday, February 13th. Weiss Ratings downgraded shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, April 9th. Finally, BMO Capital Markets decreased their price objective 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. Two 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, the company currently has an average rating of “Hold” and an average price target of $236.50.

Morningstar Company Profile

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.