Morningstar (NASDAQ:MORN) Stock Unloaded Rep. Lisa C. McClain

Key Points

• Representative Lisa C. McClain sold shares of Morningstar, Inc. on August 4th, with the transaction amount ranging between $1,001 and $15,000.
• Morningstar's stock is currently priced at $248.88, with a 52-week trading range between $244.44 and $365.00.
• Wall Street analysts have downgraded Morningstar from a "buy" rating to a "hold," although the stock maintains a consensus rating of "Moderate Buy" with a price target of $361.67.

Representative Lisa C. McClain (R-Michigan) recently sold shares of Morningstar, Inc. NASDAQ: MORN. In a filing disclosed on September 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on August 4th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $50,001 - $100,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 8/28/2025.
• Purchased $1,001 - $15,000 in shares of ACI Worldwide NASDAQ: ACIW on 8/19/2025.
• Purchased $1,001 - $15,000 in shares of HCA Healthcare NYSE: HCA on 8/19/2025.
• Sold $1,001 - $15,000 in shares of Amedisys NASDAQ: AMED on 8/18/2025.
• Purchased $1,001 - $15,000 in shares of Kite Realty Group Trust NYSE: KRG on 8/13/2025.
• Sold $1,001 - $15,000 in shares of ServiceNow NYSE: NOW on 8/13/2025.
• Purchased $1,001 - $15,000 in shares of JD.com NASDAQ: JD on 8/13/2025.
• Sold $1,001 - $15,000 in shares of Trade Desk NASDAQ: TTD on 8/13/2025.
• Sold $1,001 - $15,000 in shares of US Foods NYSE: USFD on 8/13/2025.
• Purchased $1,001 - $15,000 in shares of Agree Realty NYSE: ADC on 8/13/2025.

Morningstar Stock Performance

Morningstar stock traded up $2.27 during midday trading on Tuesday, hitting $248.88. The stock had a trading volume of 315,660 shares, compared to its average volume of 352,825. The firm's fifty day moving average is $268.44 and its two-hundred day moving average is $286.42. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $10.50 billion, a PE ratio of 26.50 and a beta of 1.01. Morningstar, Inc. has a 52-week low of $244.44 and a 52-week high of $365.00.

Morningstar (NASDAQ:MORN - Get Free Report) last released its earnings results on Wednesday, July 30th. The business services provider reported $2.40 earnings per share for the quarter, beating analysts' consensus estimates of $2.21 by $0.19. Morningstar had a net margin of 17.22% and a return on equity of 23.54%. The company had revenue of $605.10 million for the quarter, compared to analysts' expectations of $605.84 million.

Analyst Ratings Changes

Separately, Wall Street Zen lowered Morningstar from a "buy" rating to a "hold" rating in a research note on Saturday, July 5th. Two analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $361.67.

Insider Buying and Selling at Morningstar

In other Morningstar news, Chairman Joseph D. Mansueto sold 7,250 shares of the business's stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $256.50, for a total transaction of $1,859,625.00. Following the transaction, the chairman owned 9,373,175 shares in the company, valued at $2,404,219,387.50. The trade was a 0.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Over the last 90 days, insiders sold 85,500 shares of company stock worth $22,341,957. Insiders own 36.20% of the company's stock.

Hedge Funds Weigh In On Morningstar

Institutional investors have recently bought and sold shares of the business. Hughes Financial Services LLC bought a new stake in shares of Morningstar in the 1st quarter worth about $25,000. Osterweis Capital Management Inc. purchased a new position in Morningstar in the second quarter worth about $29,000. IFP Advisors Inc increased its stake in Morningstar by 270.3% during the second quarter. IFP Advisors Inc now owns 137 shares of the business services provider's stock worth $43,000 after acquiring an additional 100 shares during the last quarter. Larson Financial Group LLC raised its position in Morningstar by 5,066.7% during the first quarter. Larson Financial Group LLC now owns 155 shares of the business services provider's stock valued at $46,000 after purchasing an additional 152 shares during the period. Finally, MAI Capital Management lifted its stake in shares of Morningstar by 37.8% in the 1st quarter. MAI Capital Management now owns 153 shares of the business services provider's stock valued at $46,000 after purchasing an additional 42 shares during the last quarter. Institutional investors own 57.02% of the company's stock.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

Morningstar Company Profile

Morningstar, Inc provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.