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

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 25th.

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 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.
• Purchased $15,001 – $50,000 in shares of Clean Harbors (NYSE:CLH) on 2/23/2026.

Morningstar Trading Down 2.7%

NASDAQ MORN opened at $179.45 on Thursday. Morningstar, Inc. has a 52 week low of $149.08 and a 52 week high of $316.71. The company has a debt-to-equity ratio of 0.88, a quick ratio of 0.99 and a current ratio of 0.99. The stock’s 50 day moving average price is $189.95 and its two-hundred day moving average price is $213.45. 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 (NASDAQ:MORN) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $2.71 earnings per share for the quarter, topping the consensus estimate of $2.34 by $0.37. Morningstar had a net margin of 15.30% and a return on equity of 27.94%. The company had revenue of $641.10 million during the quarter, compared to analysts’ expectations of $634.43 million.

Insider Transactions at Morningstar

In related news, Chairman Joseph D. Mansueto sold 3,122 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $182.32, for a total value of $569,203.04. Following the completion of the sale, the chairman directly owned 8,138,232 shares in the company, valued at approximately $1,483,762,458.24. This trade represents a 0.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Michael Holt purchased 1,000 shares of Morningstar stock in a transaction that occurred on Wednesday, March 4th. The shares were acquired at an average price of $186.59 per share, with a total value of $186,590.00. Following the acquisition, the chief financial officer directly owned 9,480 shares of the company’s stock, valued at $1,768,873.20. This trade represents a 11.79% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders sold 85,243 shares of company stock worth $14,219,154. 36.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Morningstar

Several large investors have recently made changes to their positions in MORN. Wellington Management Group LLP increased its holdings in Morningstar by 85.4% during the fourth quarter. Wellington Management Group LLP now owns 1,136,213 shares of the business services provider’s stock worth $246,910,000 after buying an additional 523,387 shares during the last quarter. AQR Capital Management LLC lifted its stake in Morningstar by 106.9% in the third quarter. AQR Capital Management LLC now owns 608,244 shares of the business services provider’s stock valued at $141,119,000 after acquiring an additional 314,275 shares during the last quarter. Norges Bank bought a new position in shares of Morningstar in the 2nd quarter valued at about $93,224,000. Corient Private Wealth LLC grew its position in shares of Morningstar by 1,196.5% in the 4th quarter. Corient Private Wealth LLC now owns 260,978 shares of the business services provider’s stock valued at $56,713,000 after acquiring an additional 240,848 shares during the period. Finally, Invesco Ltd. increased its stake in shares of Morningstar by 266.5% during the 2nd quarter. Invesco Ltd. now owns 280,923 shares of the business services provider’s stock worth $88,190,000 after purchasing an additional 204,277 shares during the last quarter. Institutional investors and hedge funds own 57.02% of the company’s stock.

Wall Street Analysts Forecast Growth

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