Rep. April McClain Delaney Sells Morningstar, Inc. (NASDAQ:MORN) Stock

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on June 05th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on May 6th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Morningstar Stock Performance

MORN stock traded up $3.40 during trading hours on Tuesday, reaching $184.91. The stock had a trading volume of 125,515 shares, compared to its average volume of 549,129. The stock has a 50-day simple moving average of $176.46 and a 200 day simple moving average of $189.58. Morningstar, Inc. has a fifty-two week low of $149.08 and a fifty-two week high of $316.71. The stock has a market capitalization of $7.03 billion, a PE ratio of 18.83 and a beta of 1.00. 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 (NASDAQ:MORN) last issued its earnings results on Wednesday, April 29th. The business services provider reported $3.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.41 by $0.77. Morningstar had a net margin of 16.06% and a return on equity of 33.14%. The company had revenue of $644.80 million for the quarter, compared to analysts’ expectations of $626.91 million.

Insider Transactions at Morningstar

In other Morningstar news, Chairman Joseph D. Mansueto sold 7,250 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $166.23, for a total value of $1,205,167.50. Following the sale, the chairman owned 8,114,492 shares in the company, valued at $1,348,872,005.16. This trade represents a 0.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 64,720 shares of company stock worth $11,169,471. 38.80% of the stock is owned by corporate insiders.

Institutional Trading of Morningstar

Institutional investors and hedge funds have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in 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 valued at $53,000 after acquiring an additional 34 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of Morningstar by 3.4% in the first quarter. Focus Partners Wealth now owns 3,838 shares of the business services provider’s stock worth $1,151,000 after acquiring an additional 126 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of Morningstar by 278.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider’s stock valued at $62,000 after purchasing an additional 153 shares in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of Morningstar by 2,450.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 561 shares of the business services provider’s stock valued at $176,000 after purchasing an additional 539 shares during the last quarter. Finally, Qube Research & Technologies Ltd grew its holdings in shares of Morningstar by 58.8% during the 2nd quarter. Qube Research & Technologies Ltd now owns 138,932 shares of the business services provider’s stock valued at $43,615,000 after purchasing an additional 51,449 shares during the last quarter. Institutional investors own 57.02% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on MORN. UBS Group set a $280.00 price objective on Morningstar in a research report on Friday, February 13th. BMO Capital Markets reduced their price objective on shares of Morningstar from $257.00 to $193.00 and set an “outperform” rating for the company in a research report on Tuesday, February 17th. Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Weiss Ratings downgraded shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, April 9th. Two analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $236.50.

Morningstar News Roundup

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Several articles highlighted Morningstar’s favorable research calls and brand visibility, including coverage of its view on SpaceX’s valuation and a feature noting “3 Reasons We Love Morningstar (MORN),” which may be supporting sentiment around the company’s investment-research franchise. 3 Reasons We Love Morningstar (MORN)
• Positive Sentiment: Morningstar’s latest earnings beat expectations, with stronger-than-expected EPS and revenue, reinforcing the case that the business is still executing well and helping justify recent investor optimism.
• Neutral Sentiment: Morningstar’s commentary that SpaceX is worth far less than Elon Musk’s implied valuation generated attention, but this is primarily a research opinion and not a direct operating update for Morningstar itself. Why Morningstar Thinks SpaceX Is Worth So Much Less Than Elon Musk Does
• Neutral Sentiment: Morningstar also appeared in multiple market-commentary pieces and stock-picking articles, which add visibility but do not materially change the company’s fundamentals. 5 Stocks to Buy Before the Next Market Rotation
• Negative Sentiment: Morningstar’s bearish stance on SpaceX ahead of its IPO could create some controversy, since the firm argued the deal may be overpriced and governance risks remain a concern, which may temper enthusiasm in parts of the market. Morningstar says SpaceX overvalued ahead of IPO

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.