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 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 Trading Up 1.7%

Shares of NASDAQ MORN traded up $3.15 during mid-day trading on Tuesday, reaching $184.66. The company had a trading volume of 349,589 shares, compared to its average volume of 551,176. The business’s 50-day moving average is $177.01 and its 200-day moving average is $189.40. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66. The stock has a market cap of $7.02 billion, a price-to-earnings ratio of 18.80 and a beta of 1.00. Morningstar, Inc. has a 52 week low of $149.08 and a 52 week high of $316.71.

Morningstar (NASDAQ:MORN) last posted its quarterly earnings results on Wednesday, April 29th. The business services provider reported $3.18 EPS for the quarter, topping analysts’ consensus estimates of $2.41 by $0.77. The firm had revenue of $644.80 million for the quarter, compared to analysts’ expectations of $626.91 million. Morningstar had a net margin of 16.06% and a return on equity of 33.14%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Morgan Stanley grew its holdings in Morningstar by 2.4% during the 4th quarter. Morgan Stanley now owns 2,006,325 shares of the business services provider’s stock worth $435,995,000 after acquiring an additional 47,360 shares in the last quarter. Bamco Inc. NY boosted its holdings in shares of Morningstar by 9.2% in the 3rd quarter. Bamco Inc. NY now owns 1,414,305 shares of the business services provider’s stock valued at $328,133,000 after buying an additional 118,979 shares in the last quarter. Wellington Management Group LLP boosted its holdings in shares of Morningstar by 85.4% in the 4th quarter. Wellington Management Group LLP now owns 1,136,213 shares of the business services provider’s stock valued at $246,910,000 after buying an additional 523,387 shares in the last quarter. AQR Capital Management LLC boosted its holdings in shares of Morningstar by 48.0% in the 4th quarter. AQR Capital Management LLC now owns 900,297 shares of the business services provider’s stock valued at $195,644,000 after buying an additional 292,053 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in shares of Morningstar by 9.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 517,769 shares of the business services provider’s stock valued at $87,514,000 after buying an additional 45,798 shares in the last quarter. 57.02% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on MORN. Weiss Ratings upgraded shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday. BMO Capital Markets dropped their target price 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. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, UBS Group set a $280.00 target price on shares of Morningstar in a report on Friday, February 13th. Two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Morningstar presently has a consensus rating of “Moderate Buy” and a consensus target price of $236.50.

Insider Activity

In other news, Director William M. Lyons sold 700 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $179.00, for a total value of $125,300.00. Following the sale, the director directly owned 13,904 shares in the company, valued at approximately $2,488,816. This trade represents a 4.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Chairman Joseph D. Mansueto sold 2,270 shares of the firm’s stock in a transaction dated 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 in the company, valued at $1,421,445,906.24. This represents a 0.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 64,720 shares of company stock worth $11,169,471. Corporate insiders own 38.80% of the company’s stock.

Morningstar News Roundup

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

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.