Recent Investment Analysts’ Ratings Updates for Morningstar (MORN)

Morningstar (NASDAQ: MORN) has recently received a number of price target changes and ratings updates:

• 6/24/2026 – Morningstar was downgraded by Weiss Ratings from “hold (c-)” to “sell (d+)”.
• 6/21/2026 – Morningstar was upgraded by Wall Street Zen from “hold” to “buy”.
• 6/18/2026 – Morningstar was given a new $210.00 price target by Rothschild & Co Redburn.
• 6/13/2026 – Morningstar was downgraded by Wall Street Zen from “buy” to “hold”.
• 6/8/2026 – Morningstar was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
• 5/2/2026 – Morningstar was upgraded by Wall Street Zen from “hold” to “buy”.

Insider Activity

In other news, CFO Michael Holt sold 270 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The shares were 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. This represents a 2.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Chairman Joseph D. Mansueto sold 2,270 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $176.72, for a total transaction of $401,154.40. Following the sale, the chairman owned 8,043,492 shares in the company, valued at $1,421,445,906.24. This represents a 0.03% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 64,720 shares of company stock worth $11,169,471. 38.80% of the stock is currently owned by company insiders.

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.