Rep. April McClain Delaney Sells Off Shares of Morningstar, Inc. (NASDAQ:MORN)

Representative April McClain Delaney (D-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on February 02nd, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on January 15th.

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

• Sold $1,001 – $15,000 in shares of PTC (NASDAQ:PTC) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Wabtec (NYSE:WAB) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Trimble (NASDAQ:TRMB) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of BJ’s Wholesale Club (NYSE:BJ) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of Trimble (NASDAQ:TRMB) on 1/28/2026.
• Purchased $1,001 – $15,000 in shares of Labcorp (NYSE:LH) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of PTC (NASDAQ:PTC) on 1/23/2026.
• Sold $1,001 – $15,000 in shares of Somnigroup International (NYSE:SGI) on 1/22/2026.
• Sold $1,001 – $15,000 in shares of Wabtec (NYSE:WAB) on 1/22/2026.

Morningstar Trading Up 0.1%

Shares of MORN opened at $180.52 on Thursday. The company’s fifty day simple moving average is $212.32 and its 200-day simple moving average is $230.43. The company has a market cap of $7.42 billion, a P/E ratio of 20.54 and a beta of 1.08. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.56. Morningstar, Inc. has a twelve month low of $173.77 and a twelve month high of $335.00.

Morningstar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Friday, October 2nd will be given a dividend of $0.50 per share. The ex-dividend date is Friday, October 2nd. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Morningstar’s payout ratio is 22.75%.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research report on Friday, January 23rd. BMO Capital Markets set a $250.00 price objective on Morningstar in a report on Thursday, October 30th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Morningstar in a research note on Monday, December 29th. Finally, UBS Group lowered their target price on shares of Morningstar from $350.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $285.00.

Insider Activity at Morningstar

In related news, Director Caroline J. Tsay sold 600 shares of the firm’s stock in a transaction on Monday, December 29th. The shares were sold at an average price of $218.48, for a total transaction of $131,088.00. Following the sale, the director owned 3,745 shares in the company, valued at approximately $818,207.60. This trade represents a 13.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Joseph D. Mansueto sold 1,286 shares of the firm’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $213.12, for a total value of $274,072.32. Following the sale, the chairman owned 8,600,815 shares in the company, valued at $1,833,005,692.80. This trade represents a 0.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 38,839 shares of company stock worth $8,257,072. Insiders own 36.20% of the company’s stock.

Hedge Funds Weigh In On Morningstar

Institutional investors have recently made changes to their positions in the company. Creative Planning raised its stake in shares of Morningstar by 75.3% during the 2nd quarter. Creative Planning now owns 4,506 shares of the business services provider’s stock valued at $1,415,000 after buying an additional 1,936 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of Morningstar by 3.0% in the second quarter. Nordea Investment Management AB now owns 60,181 shares of the business services provider’s stock worth $18,801,000 after buying an additional 1,755 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Morningstar by 17.7% during the second quarter. JPMorgan Chase & Co. now owns 236,324 shares of the business services provider’s stock worth $74,191,000 after acquiring an additional 35,561 shares during the period. Chicago Capital LLC raised its position in Morningstar by 24.2% during the third quarter. Chicago Capital LLC now owns 70,042 shares of the business services provider’s stock valued at $16,251,000 after acquiring an additional 13,627 shares in the last quarter. Finally, Brighton Jones LLC acquired a new position in Morningstar in the second quarter valued at approximately $373,000. Hedge funds and other institutional investors own 57.02% of the company’s stock.

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.

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.