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

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on March 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on February 19th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Jones Lang LaSalle (NYSE:JLL) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Morningstar (NASDAQ:MORN) on 2/25/2026.
• Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Jones Lang LaSalle (NYSE:JLL) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of CDW (NASDAQ:CDW) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Paychex (NASDAQ:PAYX) on 2/23/2026.

Morningstar Price Performance

Shares of Morningstar stock opened at $179.45 on Thursday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.88. The stock has a market capitalization of $7.10 billion, a price-to-earnings ratio of 20.14 and a beta of 1.10. Morningstar, Inc. has a twelve month low of $149.08 and a twelve month high of $316.71. The company has a 50-day simple moving average of $189.95 and a two-hundred day simple moving average of $213.45.

Morningstar (NASDAQ:MORN) last announced its earnings results on Thursday, February 12th. The business services provider reported $2.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.34 by $0.37. Morningstar had a net margin of 15.30% and a return on equity of 27.94%. The firm had revenue of $641.10 million for the quarter, compared to analyst estimates of $634.43 million.

Hedge Funds Weigh In On Morningstar

Several hedge funds and other institutional investors have recently made changes to their positions in MORN. Corient Private Wealth LLC boosted its position in shares of Morningstar by 7.0% during the 4th quarter. Corient Private Wealth LLC now owns 21,531 shares of the business services provider’s stock worth $4,679,000 after acquiring an additional 1,401 shares in the last quarter. MidFirst Bank acquired a new position in Morningstar during the fourth quarter valued at approximately $3,400,000. Kera Capital Partners Inc. bought a new stake in Morningstar during the fourth quarter worth $686,000. Alberta Investment Management Corp bought a new stake in Morningstar during the fourth quarter worth $1,369,000. Finally, Mercer Global Advisors Inc. ADV boosted its holdings in shares of Morningstar by 153.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 10,061 shares of the business services provider’s stock valued at $2,186,000 after purchasing an additional 6,084 shares in the last quarter. 57.02% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Chairman Joseph D. Mansueto sold 7,304 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $160.63, for a total transaction 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 85,243 shares of company stock valued at $14,219,154. Company insiders own 36.20% of the company’s stock.

Wall Street Analyst Weigh In

MORN has been the subject of several recent research reports. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. BMO Capital Markets lowered their price objective on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 17th. UBS Group set a $280.00 price objective on Morningstar in a report on Friday, February 13th. Finally, Weiss Ratings upgraded Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, February 26th. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Morningstar presently has an average rating of “Moderate Buy” and a consensus 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.

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.