Rep. Lisa C. McClain Buys Morningstar, Inc. (NASDAQ:MORN) Stock

Key Points

• Representative Lisa C. McClain purchased between $1,001 and $15,000 in Morningstar, Inc. (NASDAQ:MORN) shares on July 22nd, as disclosed in a filing.
• Morningstar reported $2.40 EPS for its last quarter, surpassing analysts' estimates of $2.21, while revenue was slightly below expectations at $605.10 million.
• The company declared a quarterly dividend of $0.455 per share, reflecting an annualized dividend of $1.82 and a yield of 0.7%.

Representative Lisa C. McClain (R-Michigan) recently bought shares of Morningstar, Inc. NASDAQ: MORN. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Morningstar stock on July 22nd. 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 $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

Morningstar Stock Performance

MORN traded up $1.83 during midday trading on Tuesday, reaching $260.37. The company's stock had a trading volume of 172,352 shares, compared to its average volume of 220,511. The stock has a market cap of $10.98 billion, a P/E ratio of 27.73 and a beta of 0.96. The company has a fifty day simple moving average of $288.69 and a 200 day simple moving average of $295.78. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 0.52. Morningstar, Inc. has a twelve month low of $250.34 and a twelve month 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 (EPS) for the quarter, beating analysts' consensus estimates of $2.21 by $0.19. Morningstar had a return on equity of 23.54% and a net margin of 17.22%.The firm had revenue of $605.10 million for the quarter, compared to analyst estimates of $605.84 million.

Morningstar Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 31st. Shareholders of record on Friday, July 11th were issued a $0.455 dividend. The ex-dividend date of this dividend was Friday, July 11th. This represents a $1.82 dividend on an annualized basis and a yield of 0.7%. Morningstar's dividend payout ratio (DPR) is 19.38%.

Wall Street Analyst Weigh In

A number of brokerages have commented on MORN. Wall Street Zen downgraded Morningstar from a "buy" rating to a "hold" rating in a research report on Saturday, July 5th. BMO Capital Markets raised their price objective on Morningstar from $339.00 to $355.00 and gave the stock an "outperform" rating in a research report on Monday, May 12th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Morningstar currently has an average rating of "Moderate Buy" and a consensus price target of $361.67.

Institutional Investors Weigh In On Morningstar

Hedge funds and other institutional investors have recently bought and sold shares of the business. Hughes Financial Services LLC acquired a new stake in Morningstar during the 1st quarter valued at $25,000. Osterweis Capital Management Inc. acquired a new stake in Morningstar during the 2nd quarter valued at $29,000. IFP Advisors Inc increased its holdings in Morningstar by 270.3% during the 2nd quarter. IFP Advisors Inc now owns 137 shares of the business services provider's stock valued at $43,000 after purchasing an additional 100 shares in the last quarter. Larson Financial Group LLC increased its holdings in Morningstar by 5,066.7% during the 1st 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 in the last quarter. Finally, MAI Capital Management increased its holdings in Morningstar by 37.8% during 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 in the last quarter. 57.02% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Chairman Joseph D. Mansueto sold 3,944 shares of the firm's stock in a transaction on Thursday, August 14th. The stock was sold at an average price of $260.28, for a total transaction of $1,026,544.32. Following the completion of the sale, the chairman directly owned 9,361,981 shares of the company's stock, valued at $2,436,736,414.68. This trade represents a 0.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Over the last ninety days, insiders sold 53,397 shares of company stock worth $14,428,907. Company insiders own 36.20% 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.

About Morningstar

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.