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 March 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on February 19th.

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

• Purchased $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Jones Lang LaSalle (NYSE:JLL) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Morningstar (NASDAQ:MORN) on 2/25/2026.
• Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Jones Lang LaSalle (NYSE:JLL) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of CDW (NASDAQ:CDW) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/23/2026.

Morningstar Stock Up 0.7%

MORN stock traded up $1.21 on Tuesday, hitting $183.87. 347,653 shares of the company’s stock were exchanged, compared to its average volume of 584,380. The firm has a 50 day moving average price of $188.05 and a two-hundred day moving average price of $211.43. Morningstar, Inc. has a 12-month low of $149.08 and a 12-month high of $316.71. The stock has a market cap of $7.28 billion, a P/E ratio of 20.64 and a beta of 1.10. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.99 and a current ratio of 0.99.

Morningstar (NASDAQ:MORN) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $2.71 EPS for the quarter, beating analysts’ consensus estimates of $2.34 by $0.37. Morningstar had a return on equity of 27.94% and a net margin of 15.30%.The company had revenue of $641.10 million during the quarter, compared to analysts’ expectations of $634.43 million.

Insider Activity at Morningstar

In related news, Chairman Joseph D. Mansueto sold 7,304 shares of Morningstar stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $160.63, for a total value of $1,173,241.52. Following the completion of the sale, the chairman owned 8,184,212 shares in the company, valued at approximately $1,314,629,973.56. This trade represents a 0.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last quarter, insiders have sold 85,243 shares of company stock valued at $14,219,154. Corporate insiders own 36.20% of the company’s stock.

Institutional Trading of Morningstar

A number of hedge funds and other institutional investors have recently modified their holdings of MORN. Corient Private Wealth LLC raised its holdings in Morningstar by 7.0% in the 4th quarter. Corient Private Wealth LLC now owns 21,531 shares of the business services provider’s stock valued at $4,679,000 after buying an additional 1,401 shares during the period. MidFirst Bank purchased a new position in Morningstar during the fourth quarter worth about $3,400,000. Kera Capital Partners Inc. acquired a new stake in shares of Morningstar during the fourth quarter valued at about $686,000. Alberta Investment Management Corp acquired a new stake in shares of Morningstar during the fourth quarter valued at about $1,369,000. Finally, Mercer Global Advisors Inc. ADV raised its stake in shares of Morningstar by 153.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 10,061 shares of the business services provider’s stock valued at $2,186,000 after acquiring an additional 6,084 shares during the period. 57.02% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MORN has been the subject of a number of recent analyst reports. Weiss Ratings cut shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday. BMO Capital Markets cut their price target on shares of Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Finally, UBS Group set a $280.00 price objective on shares of Morningstar in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to MarketBeat, Morningstar currently has an average rating of “Hold” and a consensus target price of $236.50.

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.