Representative April McClain Delaney (D-Maryland) recently bought shares of Morningstar, Inc. NASDAQ: MORN. In a filing disclosed on September 02nd, the Representative disclosed that they had bought between $15,001 and $50,000 in Morningstar stock on August 2nd.
Representative April McClain Delaney also recently made the following trade(s):
- Purchased $1,001 - $15,000 in shares of BJ's Wholesale Club NYSE: BJ on 8/25/2025.
- Purchased $15,001 - $50,000 in shares of Markel Group NYSE: MKL on 8/21/2025.
- Sold $15,001 - $50,000 in shares of Dayforce NYSE: DAY on 8/19/2025.
- Sold $1,001 - $15,000 in shares of Viking NYSE: VIK on 8/13/2025.
- Sold $15,001 - $50,000 in shares of Core & Main NYSE: CNM on 8/11/2025.
- Purchased $1,001 - $15,000 in shares of Jones Lang LaSalle NYSE: JLL on 8/7/2025.
- Purchased $1,001 - $15,000 in shares of Markel Group NYSE: MKL on 8/7/2025.
- Sold $1,001 - $15,000 in shares of IDEXX Laboratories NASDAQ: IDXX on 8/7/2025.
- Sold $1,001 - $15,000 in shares of Clean Harbors NYSE: CLH on 8/7/2025.
- Sold $1,001 - $15,000 in shares of Bio-Techne NASDAQ: TECH on 8/1/2025.
Morningstar Stock Performance
NASDAQ MORN traded down $0.87 during trading hours on Friday, reaching $257.24. The company's stock had a trading volume of 249,059 shares, compared to its average volume of 316,556. 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 business has a 50-day simple moving average of $276.26 and a 200 day simple moving average of $289.90. Morningstar, Inc. has a 52 week low of $250.34 and a 52 week high of $365.00. The stock has a market cap of $10.85 billion, a PE ratio of 27.40 and a beta of 1.01.
Morningstar (NASDAQ:MORN - Get Free Report) last issued its earnings results on Wednesday, July 30th. The business services provider reported $2.40 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $605.10 million for the quarter, compared to analysts' expectations of $605.84 million.
Institutional Investors Weigh In On Morningstar
A number of large investors have recently bought and sold shares of the business. Northern Trust Corp lifted its position in Morningstar by 18.6% during the 4th quarter. Northern Trust Corp now owns 230,149 shares of the business services provider's stock worth $77,505,000 after acquiring an additional 36,133 shares during the last quarter. AQR Capital Management LLC grew its stake in Morningstar by 70.2% during the fourth quarter. AQR Capital Management LLC now owns 13,100 shares of the business services provider's stock worth $4,412,000 after buying an additional 5,403 shares during the last quarter. Schonfeld Strategic Advisors LLC grew its stake in Morningstar by 212.3% during the fourth quarter. Schonfeld Strategic Advisors LLC now owns 7,390 shares of the business services provider's stock worth $2,489,000 after buying an additional 5,024 shares during the last quarter. Benjamin Edwards Inc. grew its stake in Morningstar by 8.8% during the fourth quarter. Benjamin Edwards Inc. now owns 1,700 shares of the business services provider's stock worth $573,000 after buying an additional 138 shares during the last quarter. Finally, Balyasny Asset Management L.P. bought a new stake in Morningstar during the fourth quarter worth about $56,584,000. 57.02% of the stock is currently owned by institutional investors.
Insider Activity
In related news, Chairman Joseph D. Mansueto sold 7,250 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $256.50, for a total value of $1,859,625.00. Following the transaction, the chairman directly owned 9,373,175 shares in the company, valued at $2,404,219,387.50. This represents a 0.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold 85,500 shares of company stock worth $22,341,957 in the last quarter. 36.20% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades
A number of equities analysts have issued reports on MORN shares. BMO Capital Markets raised their target price on shares of Morningstar from $339.00 to $355.00 and gave the stock an "outperform" rating in a report on Monday, May 12th. Wall Street Zen cut shares of Morningstar from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. Two 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, Morningstar presently has an average rating of "Moderate Buy" and an average target price of $361.67.
View Our Latest Analysis on Morningstar
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
(
Get Free Report)
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.
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