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

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 6th.

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 Price Performance

Shares of MORN traded up $1.21 during mid-day trading on Tuesday, hitting $183.87. The company’s stock had a trading volume of 347,653 shares, compared to its average volume of 584,442. The firm has a 50-day simple moving average of $187.41 and a 200 day simple moving average of $210.88. The firm has a market capitalization of $7.28 billion, a P/E ratio of 20.64 and a beta of 1.10. Morningstar, Inc. has a 1-year low of $149.08 and a 1-year high of $316.71. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.88.

Morningstar (NASDAQ:MORN) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $2.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.34 by $0.37. Morningstar had a return on equity of 27.94% and a net margin of 15.30%.The firm had revenue of $641.10 million during the quarter, compared to the consensus estimate of $634.43 million.

Institutional Trading of Morningstar

Hedge funds have recently modified their holdings of the business. Wellington Management Group LLP grew its stake in Morningstar by 85.4% in 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 lifted its stake in shares of Morningstar by 106.9% in the third quarter. AQR Capital Management LLC now owns 608,244 shares of the business services provider’s stock worth $141,119,000 after buying an additional 314,275 shares during the last quarter. Norges Bank bought a new stake in Morningstar during the second quarter valued at about $93,224,000. Corient Private Wealth LLC increased its position in Morningstar by 1,196.5% in the 4th quarter. Corient Private Wealth LLC now owns 260,978 shares of the business services provider’s stock worth $56,713,000 after buying an additional 240,848 shares during the period. Finally, Invesco Ltd. increased its position in Morningstar by 266.5% during the second quarter. Invesco Ltd. now owns 280,923 shares of the business services provider’s stock worth $88,190,000 after acquiring an additional 204,277 shares during the period. Hedge funds and other institutional investors own 57.02% of the company’s stock.

Insider Buying and Selling

In other Morningstar news, Chairman Joseph D. Mansueto sold 7,304 shares of Morningstar stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $160.63, for a total transaction of $1,173,241.52. Following the sale, the chairman owned 8,184,212 shares in the company, valued at $1,314,629,973.56. The trade was a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Over the last ninety days, insiders sold 85,243 shares of company stock valued at $14,219,154. Corporate insiders own 36.20% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. UBS Group set a $280.00 target price on Morningstar in a research note on Friday, February 13th. BMO Capital Markets dropped their target price on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Weiss Ratings downgraded shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, March 12th. Finally, Wall Street Zen raised Morningstar from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Two investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Morningstar currently has an average rating of “Hold” and a consensus price target 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.

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.