Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on May 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on April 17th.
Representative April McClain Delaney also recently made the following trade(s):
- Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 4/30/2026.
- Purchased $1,001 – $15,000 in shares of Markel Group (NYSE:MKL) on 4/30/2026.
- Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 4/30/2026.
- Sold $1,001 – $15,000 in shares of Clean Harbors (NYSE:CLH) on 4/30/2026.
- Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 4/29/2026.
- Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/29/2026.
- Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/24/2026.
- Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 4/24/2026.
- Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 4/24/2026.
- Sold $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 4/24/2026.
Morningstar Trading Up 6.1%
Shares of NASDAQ MORN opened at $177.91 on Friday. Morningstar, Inc. has a 1-year low of $149.08 and a 1-year high of $316.71. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.03 and a quick ratio of 1.03. The business’s 50 day moving average is $177.36 and its two-hundred day moving average is $195.27. The stock has a market capitalization of $6.77 billion, a P/E ratio of 18.12 and a beta of 0.99.
Insider Buying and Selling
In other Morningstar news, CFO Michael Holt acquired 1,000 shares of the stock in a transaction dated Wednesday, March 4th. The stock was purchased at an average price of $186.59 per share, with a total value of $186,590.00. Following the transaction, the chief financial officer directly owned 9,480 shares of the company’s stock, valued at $1,768,873.20. This trade represents a 11.79% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Chairman Joseph D. Mansueto sold 7,250 shares of the business’s stock in a transaction 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 transaction, the chairman owned 8,114,492 shares in the company, valued at approximately $1,348,872,005.16. This trade represents a 0.09% 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 have sold 86,327 shares of company stock valued at $14,180,305 in the last three months. 38.80% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth
Several equities analysts recently commented on MORN shares. 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 report on Tuesday, February 17th. UBS Group set a $280.00 price objective on shares of Morningstar in a research note on Friday, February 13th. Weiss Ratings lowered Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, April 9th. Finally, Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Two analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $236.50.
Read Our Latest Stock Analysis on Morningstar
Morningstar News Summary
Here are the key news stories impacting Morningstar this week:
- Positive Sentiment: Q1 results materially beat expectations: EPS topped estimates and revenue exceeded consensus, showing margin strength and strong ROE — a primary catalyst lifting the stock. Why Morningstar (MORN) Is Up 5.5% After Strong Q1 EPS Jump And Visible Insider Activity
- Neutral Sentiment: Chairman Joseph Mansueto disclosed a sale of 7,250 shares executed under a pre-arranged Rule 10b5-1 plan — signals insider activity but the pre-arranged nature reduces immediate governance concern. SEC Filing
- Neutral Sentiment: Management stance on investor communications: Morningstar’s CEO has publicly supported the SEC’s proposal to drop quarterly reporting and the firm does not hold earnings calls — this can lower short-term transparency but may reflect a long-term, fundamentals-focused approach. Morningstar doesn’t do earnings calls…
- Negative Sentiment: Technical/valuation and balance-sheet considerations: the stock is trading below its 200-day moving average and nearer the 50-day level, and the company carries a notable debt-to-equity ratio — factors that can cap upside if macro sentiment weakens. (See current market metrics in the background brief.)
Institutional Trading of Morningstar
Hedge funds have recently bought and sold shares of the stock. Osterweis Capital Management Inc. bought a new position in shares of Morningstar in the 2nd quarter worth $29,000. Measured Wealth Private Client Group LLC bought a new position in Morningstar in the third quarter worth about $26,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Morningstar during the fourth quarter valued at about $25,000. Cassaday & Co Wealth Management LLC purchased a new position in shares of Morningstar in the 1st quarter worth approximately $26,000. Finally, V Square Quantitative Management LLC purchased a new position in shares of Morningstar in the 4th quarter worth approximately $35,000. 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.
See Also
Receive News & Ratings for Morningstar Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Morningstar and related companies with MarketBeat.com's FREE daily email newsletter.
