Rep. April McClain Delaney Sells Morningstar, Inc. (NASDAQ:MORN) Stock

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 4th.

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 Stock Performance

Shares of MORN stock traded up $3.15 during trading hours on Tuesday, hitting $184.66. The company’s stock had a trading volume of 349,589 shares, compared to its average volume of 472,283. The company has a 50 day moving average of $177.01 and a 200 day moving average of $189.40. The stock has a market cap of $7.02 billion, a PE ratio of 18.80 and a beta of 1.00. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66. Morningstar, Inc. has a 12-month low of $149.08 and a 12-month high of $316.71.

Morningstar (NASDAQ:MORN) last posted 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 for the quarter, compared to analyst estimates of $626.91 million.

Key Morningstar News

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Analysts and media outlets highlighted Morningstar as a “top pick” trading at a steep discount after earnings, reinforcing the view that the shares may be undervalued relative to fundamentals. PANW vs CRWD vs AVGO: Morningstar has a ‘top pick’ trading at a 40% discount after earnings
• Positive Sentiment: Investor sentiment also got a lift from a favorable article, “3 Reasons We Love Morningstar (MORN),” which could support the stock by spotlighting the company’s appeal to shareholders. 3 Reasons We Love Morningstar (MORN)
• Neutral Sentiment: Morningstar continued to generate media coverage around its research, including its view that SpaceX is worth far less than the IPO valuation and that the company has governance concerns. These articles raise Morningstar’s profile but are not directly tied to operating results. Institutional investors have governance concerns about SpaceX IPO: Morningstar director
• Neutral Sentiment: A report showing zero short interest and no meaningful change in bearish positioning does not suggest a new catalyst for the stock either way.
• Neutral Sentiment: Additional articles about Morningstar’s market commentary and stock-picking lists are likely helping visibility, but they do not appear to materially change the near-term earnings or revenue outlook. 5 Stocks to Buy Before the Next Market Rotation

Insider Transactions at Morningstar

In other news, Chairman Joseph D. Mansueto sold 2,270 shares of the company’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $176.72, for a total transaction of $401,154.40. Following the completion of the sale, the chairman owned 8,043,492 shares of the company’s stock, valued at $1,421,445,906.24. This represents a 0.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Michael Holt sold 270 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $166.05, for a total value of $44,833.50. Following the completion of the sale, the chief financial officer owned 12,326 shares of the company’s stock, valued at $2,046,732.30. This trade represents a 2.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 64,720 shares of company stock valued at $11,169,471 over the last ninety days. Insiders own 38.80% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. UBS Group set a $280.00 target price on shares of Morningstar in a research note on Friday, February 13th. BMO Capital Markets cut their price objective on shares of Morningstar from $257.00 to $193.00 and set an “outperform” rating for the company in a report on Tuesday, February 17th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Weiss Ratings raised shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday. Two equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, Morningstar presently has an average rating of “Moderate Buy” and a consensus target price of $236.50.

Institutional Investors Weigh In On Morningstar

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Wellington Management Group LLP lifted its holdings in Morningstar by 85.4% during the fourth quarter. Wellington Management Group LLP now owns 1,136,213 shares of the business services provider’s stock valued at $246,910,000 after purchasing an additional 523,387 shares in the last quarter. AQR Capital Management LLC increased its stake in shares of Morningstar by 106.9% during the third quarter. AQR Capital Management LLC now owns 608,244 shares of the business services provider’s stock worth $141,119,000 after purchasing an additional 314,275 shares in the last quarter. Norges Bank purchased a new stake in shares of Morningstar during the fourth quarter worth about $62,367,000. Corient Private Wealth LLC raised its position in shares of Morningstar by 1,196.5% during the 4th quarter. Corient Private Wealth LLC now owns 260,978 shares of the business services provider’s stock worth $56,713,000 after purchasing an additional 240,848 shares during the last quarter. Finally, Voloridge Investment Management LLC raised its position in shares of Morningstar by 362.8% during the 3rd quarter. Voloridge Investment Management LLC now owns 187,128 shares of the business services provider’s stock worth $43,416,000 after purchasing an additional 146,693 shares during the last quarter. 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.