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

Key Points

• Rep. April McClain Delaney disclosed selling between $1,001 and $15,000 of Morningstar (MORN) stock on April 16 and has executed multiple other small trades across firms like Service Corporation International, Markel, STERIS, and Nasdaq between April 24–30.
• Morningstar beat quarterly estimates, reporting $3.18 EPS vs. $2.41 expected and $644.8M revenue vs. $626.9M, with a market cap of about $6.77 billion and a 12‑month trading range of $149.08–$316.71.
• Insider and analyst activity is mixed: Chairman Joseph Mansueto sold 7,304 shares (~$1.17M), insiders sold 86,327 shares worth $14.18M while owning 38.8% of the company, and analysts show a split with an average "Hold" rating and a $236.50 price target.

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 16th.

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 Stock Performance

MORN opened at $177.91 on Friday. The firm has a market capitalization of $6.77 billion, a PE ratio of 18.12 and a beta of 0.99. Morningstar, Inc. has a twelve month low of $149.08 and a twelve month high of $316.71. The firm's 50-day moving average price is $177.36 and its 200 day moving average price is $195.27. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66.

Morningstar (NASDAQ:MORN - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The business services provider reported $3.18 earnings per share 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 analyst estimates of $626.91 million. Morningstar had a net margin of 16.06% and a return on equity of 33.14%.

Insider Activity at Morningstar

In other news, Chairman Joseph D. Mansueto sold 7,304 shares of the company's stock in a transaction that occurred on 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 transaction, the chairman directly owned 8,184,212 shares in the company, valued at approximately $1,314,629,973.56. This represents a 0.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. In the last quarter, insiders have sold 86,327 shares of company stock valued at $14,180,305. Corporate insiders own 38.80% of the company's stock.

Hedge Funds Weigh In On Morningstar

Several institutional investors and hedge funds have recently bought and sold shares of MORN. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Morningstar by 23.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider's stock valued at $53,000 after purchasing an additional 34 shares during the last quarter. Focus Partners Wealth boosted its holdings in Morningstar by 3.4% in the 1st quarter. Focus Partners Wealth now owns 3,838 shares of the business services provider's stock valued at $1,151,000 after purchasing an additional 126 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Morningstar by 278.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 208 shares of the business services provider's stock valued at $62,000 after purchasing an additional 153 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Morningstar by 2,450.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 561 shares of the business services provider's stock valued at $176,000 after purchasing an additional 539 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its holdings in shares of Morningstar by 58.8% in the 2nd quarter. Qube Research & Technologies Ltd now owns 138,932 shares of the business services provider's stock worth $43,615,000 after acquiring an additional 51,449 shares during the last quarter. 57.02% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MORN has been the topic of a number of recent research reports. UBS Group set a $280.00 price target on shares of Morningstar in a research report on Friday, February 13th. BMO Capital Markets decreased 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. Weiss Ratings lowered shares of Morningstar from a "hold (c-)" rating to a "sell (d+)" rating in a report on Thursday, April 9th. Finally, Wall Street Zen upgraded shares of Morningstar from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. Two research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Morningstar currently has an average rating of "Hold" and an average 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.

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.

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