William Lyons Sells 1,000 Shares of Morningstar (NASDAQ:MORN) Stock

Morningstar, Inc. (NASDAQ:MORN) Director William Lyons sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $199.00, for a total value of $199,000.00. Following the completion of the transaction, the director owned 12,904 shares in the company, valued at approximately $2,567,896. The trade was a 7.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website.

Morningstar Stock Performance

Shares of MORN opened at $200.25 on Wednesday. Morningstar, Inc. has a 1 year low of $141.49 and a 1 year high of $272.00. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.06 and a quick ratio of 1.06. The stock’s fifty day moving average price is $173.10 and its two-hundred day moving average price is $176.79. The firm has a market cap of $7.51 billion, a PE ratio of 18.96 and a beta of 0.99.

Morningstar (NASDAQ:MORN) last announced its quarterly earnings data on Wednesday, July 29th. The business services provider reported $3.10 earnings per share for the quarter, topping the consensus estimate of $2.83 by $0.27. The company had revenue of $663.20 million during the quarter, compared to analyst estimates of $649.72 million. Morningstar had a return on equity of 38.57% and a net margin of 16.43%.

Trending Headlines about Morningstar

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Q2 earnings beat expectations. Morningstar reported EPS of $3.10 versus the $2.83 consensus estimate and revenue of $663.2 million versus expectations of $649.7 million. Another analysis cited 9.6% year-over-year revenue growth and 29.2% growth in non-GAAP EPS, reinforcing the company’s earnings momentum. Morningstar: Undervalued With A Differentiated Business Model
• Positive Sentiment: Valuation remains a potential catalyst. Morningstar was described as undervalued at roughly 15.6 times estimated 2026 earnings, well below its historical 35–40 times range. The analysis set a fair-value estimate of $246.40 and highlighted strong cash flow, a conservative payout ratio and a 15-year dividend-growth streak. Morningstar: Undervalued With A Differentiated Business Model
• Neutral Sentiment: Investment-research commentary supports brand visibility. Morningstar said artificial-intelligence-related power demand, rather than stronger ESG sentiment, is driving renewed inflows into sustainable ETFs. The commentary may benefit Morningstar’s industry profile, but it does not provide a direct forecast for MORN revenue or earnings. AI, Not ESG, Is Driving the Revival in Sustainable ETFs
• Negative Sentiment: Director selling adds a modest overhang. Director William Lyons sold 1,000 shares for approximately $199,000, reducing his direct position by 7.19%. The transaction is relatively small and may reflect personal portfolio management, but insider selling can temper sentiment in the short term. Morningstar Director Form 4 Filing

Analyst Ratings Changes

Several equities 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 Sunday, June 21st. Weiss Ratings lowered Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 30th. UBS Group dropped their price objective on Morningstar from $280.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Rothschild & Co Redburn set a $210.00 target price on Morningstar in a research note on Thursday, June 18th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $212.00 target price on shares of Morningstar in a report on Friday, June 26th. Two analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $227.33.

Institutional Trading of Morningstar

Large investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of 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 worth $53,000 after purchasing an additional 34 shares during the last quarter. WPG Advisers LLC grew its stake in Morningstar by 36.0% in the 4th quarter. WPG Advisers LLC now owns 185 shares of the business services provider’s stock worth $40,000 after buying an additional 49 shares in the last quarter. Verdence Capital Advisors LLC grew its stake in Morningstar by 3.9% in the 4th quarter. Verdence Capital Advisors LLC now owns 1,423 shares of the business services provider’s stock worth $309,000 after buying an additional 54 shares in the last quarter. Quarry LP increased its holdings in shares of Morningstar by 51.2% in the 4th quarter. Quarry LP now owns 189 shares of the business services provider’s stock worth $41,000 after buying an additional 64 shares during the last quarter. Finally, Diversify Advisory Services LLC raised its position in shares of Morningstar by 4.7% during the 3rd quarter. Diversify Advisory Services LLC now owns 1,641 shares of the business services provider’s stock valued at $350,000 after buying an additional 74 shares in the last quarter. Institutional investors own 57.02% of the company’s stock.

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.