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

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on June 05th, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on May 4th.

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

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Morningstar Stock Up 1.7%

Shares of MORN stock traded up $3.15 during trading hours on Tuesday, reaching $184.66. 349,589 shares of the stock were exchanged, compared to its average volume of 551,176. The business’s fifty day moving average is $177.01 and its two-hundred day moving average is $189.40. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.03 and a quick ratio of 1.03. Morningstar, Inc. has a 12-month low of $149.08 and a 12-month high of $316.71. The firm has a market capitalization of $7.02 billion, a P/E ratio of 18.80 and a beta of 1.00.

Morningstar (NASDAQ:MORN) last announced its quarterly earnings results on Wednesday, April 29th. The business services provider reported $3.18 EPS for the quarter, beating the consensus estimate of $2.41 by $0.77. The company 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

In other Morningstar news, CFO Michael Holt sold 270 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $166.05, for a total transaction of $44,833.50. Following the completion of the sale, the chief financial officer owned 12,326 shares of the company’s stock, valued at approximately $2,046,732.30. The trade was a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director William M. Lyons sold 700 shares of the company’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $179.00, for a total value of $125,300.00. Following the sale, the director owned 13,904 shares of the company’s stock, valued at $2,488,816. This represents a 4.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 64,720 shares of company stock valued at $11,169,471 in the last ninety days. Company insiders own 38.80% of the company’s stock.

Institutional Investors Weigh In On Morningstar

A number of hedge funds and other institutional investors have recently bought and sold shares of MORN. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Morningstar in the fourth quarter valued at $25,000. Cassaday & Co Wealth Management LLC acquired a new stake in Morningstar in the first quarter valued at $26,000. Measured Wealth Private Client Group LLC acquired a new position in Morningstar during the third quarter worth approximately $26,000. Osterweis Capital Management Inc. purchased a new position in Morningstar during the second quarter worth approximately $29,000. Finally, V Square Quantitative Management LLC acquired a new position in shares of Morningstar in the 4th quarter valued at $35,000. Institutional investors and hedge funds own 57.02% of the company’s stock.

Wall Street Analysts Forecast Growth

MORN has been the topic of several recent analyst reports. Weiss Ratings upgraded shares of Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday. BMO Capital Markets reduced their price target on shares of Morningstar from $257.00 to $193.00 and set an “outperform” rating for the company in a research report on Tuesday, February 17th. UBS Group set a $280.00 price objective on shares of Morningstar in a research note on Friday, February 13th. Finally, Wall Street Zen raised 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 issued a Hold rating to the company’s stock. According to MarketBeat.com, Morningstar has an average rating of “Moderate Buy” and a consensus price target of $236.50.

Key Morningstar News

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Analysts and media outlets highlighted Morningstar as a “top pick” trading at a steep discount after earnings, reinforcing the view that the shares may be undervalued relative to fundamentals. PANW vs CRWD vs AVGO: Morningstar has a ‘top pick’ trading at a 40% discount after earnings
• Positive Sentiment: Investor sentiment also got a lift from a favorable article, “3 Reasons We Love Morningstar (MORN),” which could support the stock by spotlighting the company’s appeal to shareholders. 3 Reasons We Love Morningstar (MORN)
• Neutral Sentiment: Morningstar continued to generate media coverage around its research, including its view that SpaceX is worth far less than the IPO valuation and that the company has governance concerns. These articles raise Morningstar’s profile but are not directly tied to operating results. Institutional investors have governance concerns about SpaceX IPO: Morningstar director
• Neutral Sentiment: A report showing zero short interest and no meaningful change in bearish positioning does not suggest a new catalyst for the stock either way.
• Neutral Sentiment: Additional articles about Morningstar’s market commentary and stock-picking lists are likely helping visibility, but they do not appear to materially change the near-term earnings or revenue outlook. 5 Stocks to Buy Before the Next Market Rotation

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.