Morningstar (NASDAQ:MORN) Shares Unloaded Rep. April McClain Delaney

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 Price Performance

Shares of MORN stock traded up $3.15 on Tuesday, hitting $184.66. 345,090 shares of the company’s stock were exchanged, compared to its average volume of 551,170. The company has a 50 day moving average of $176.46 and a 200 day moving average of $189.58. The stock has a market cap of $7.02 billion, a P/E ratio of 18.80 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, Inc. has a 12 month low of $149.08 and a 12 month high of $316.71.

Morningstar (NASDAQ:MORN) last issued its earnings results on Wednesday, April 29th. The business services provider reported $3.18 EPS 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 firm had revenue of $644.80 million during the quarter, compared to the consensus estimate of $626.91 million.

Analyst Ratings Changes

Several research analysts have recently issued reports on MORN shares. UBS Group set a $280.00 price target on shares of Morningstar in a report on Friday, February 13th. Wall Street Zen raised Morningstar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. BMO Capital Markets cut their price target on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. Finally, Weiss Ratings cut 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 given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $236.50.

Key Morningstar News

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Multiple recent articles highlighted Morningstar’s stock-selection and valuation work, including a “top pick” cited as trading at a deep discount after earnings, which can support investor confidence in Morningstar’s core research franchise. PANW vs CRWD vs AVGO: Morningstar has a ‘top pick’ trading at a 40% discount after earnings
• Positive Sentiment: Coverage of Morningstar’s analysis on SpaceX drew attention to the firm’s valuation expertise, with its “fair value” estimate coming in far below the IPO ask; the visibility may help reinforce Morningstar’s brand with investors. Why Morningstar Thinks SpaceX Is Worth So Much Less Than Elon Musk Does
• Positive Sentiment: Articles discussing “3 Reasons We Love Morningstar” and other bullish notes may be helping sentiment by reminding investors of the company’s strong positioning in research, data, and asset-management tools. 3 Reasons We Love Morningstar (MORN)
• Neutral Sentiment: Morningstar was also featured in a story about a tiny mutual fund that outperforms by backing strong management teams, which is informative but unlikely to materially move the stock on its own. This tiny mutual fund outperforms by backing the world’s best management teams
• Neutral Sentiment: Morningstar’s office lease in Mumbai indicates continued international business activity, but the contract is too small relative to the company’s overall scale to be a major stock driver. Wadhwa Group leases 33K sq ft office space in Mumbai for Rs 44 cr rental in 9-yr period
• Neutral Sentiment: Morningstar’s commentary on SpaceX and broader market warnings may attract attention to its research platform, but these pieces are more about market views than direct earnings or revenue impact. 5 Stocks to Buy Before the Next Market Rotation

Insider Transactions at Morningstar

In related news, Director William M. Lyons sold 700 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $179.00, for a total value of $125,300.00. Following the transaction, the director owned 13,904 shares in the company, valued at $2,488,816. The trade was a 4.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman Joseph D. Mansueto sold 2,270 shares of the stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $176.72, for a total value of $401,154.40. Following the sale, the chairman owned 8,043,492 shares of the company’s stock, valued at approximately $1,421,445,906.24. The trade was a 0.03% decrease in their ownership of the stock. 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. Insiders sold a total of 64,720 shares of company stock worth $11,169,471 over the last three months. 38.80% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of MORN. Osterweis Capital Management Inc. bought a new position in shares of Morningstar during the second quarter worth about $29,000. Measured Wealth Private Client Group LLC acquired a new stake in Morningstar during the 3rd quarter valued at approximately $26,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Morningstar during the 4th quarter worth approximately $25,000. Cassaday & Co Wealth Management LLC bought a new position in Morningstar during the 1st quarter worth approximately $26,000. Finally, V Square Quantitative Management LLC acquired a new position in shares of Morningstar in the 4th quarter worth approximately $35,000. 57.02% of the stock is owned by institutional investors and hedge funds.

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.