Morningstar (NASDAQ:MORN) Stock Unloaded Rep. April McClain Delaney

Key Points

• Rep. April McClain Delaney disclosed she sold between $1,001 and $15,000 of Morningstar (NASDAQ:MORN) stock on April 17, 2026, part of several recent personal trades.
• Morningstar beat expectations for the quarter, reporting $3.18 EPS versus $2.41 expected and $644.8M in revenue versus $626.9M expected.
• Insiders and analysts show mixed signals: Chairman Joseph Mansueto sold 7,304 shares (~$1.17M) and insiders have sold 86,327 shares (~$14.18M) in the last three months, while analysts' ratings average to a "Hold" with a consensus target of $236.50.

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 Price Performance

Shares of NASDAQ MORN opened at $177.91 on Friday. The firm has a market capitalization of $6.77 billion, a P/E ratio of 18.12 and a beta of 0.99. Morningstar, Inc. has a one year low of $149.08 and a one year high of $316.71. The company's fifty day moving average is $177.36 and its two-hundred day moving average is $195.27. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.03 and a current ratio of 1.03.

Morningstar (NASDAQ:MORN - Get Free Report) last issued 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. The company had revenue of $644.80 million for the quarter, compared to analyst estimates 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 made changes to their positions in MORN. Osterweis Capital Management Inc. acquired a new position in Morningstar in the 2nd quarter valued at about $29,000. Measured Wealth Private Client Group LLC acquired a new position in Morningstar in the 3rd quarter valued at about $26,000. Thurston Springer Miller Herd & Titak Inc. acquired a new position in Morningstar in the 4th quarter valued at about $25,000. V Square Quantitative Management LLC acquired a new position in Morningstar in the 4th quarter valued at about $35,000. Finally, Quent Capital LLC acquired a new position in Morningstar in the 3rd quarter valued at about $38,000. Institutional investors and hedge funds own 57.02% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. BMO Capital Markets cut their price target on Morningstar from $257.00 to $193.00 and set an "outperform" rating for the company in a research note on Tuesday, February 17th. Weiss Ratings downgraded Morningstar from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Thursday, April 9th. Wall Street Zen raised Morningstar from a "hold" rating to a "buy" rating in a research note on Saturday, May 2nd. Finally, UBS Group set a $280.00 price target on Morningstar in a research note on Friday, February 13th. Two equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, Morningstar has an average rating of "Hold" and a consensus target price of $236.50.

Insiders Place Their Bets

In related news, Chairman Joseph D. Mansueto sold 7,304 shares of the business's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $160.63, for a total value of $1,173,241.52. Following the completion of the transaction, the chairman owned 8,184,212 shares of the company's stock, valued at approximately $1,314,629,973.56. The trade was a 0.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Over the last three months, insiders have sold 86,327 shares of company stock valued at $14,180,305. Insiders own 38.80% 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.

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.

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