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 6th.

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 Stock Performance

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

Morningstar (NASDAQ:MORN) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $2.71 EPS for the quarter, beating 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 business had revenue of $641.10 million for the quarter, compared to analyst estimates of $634.43 million.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a report on Friday, January 23rd. Weiss Ratings raised Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, February 26th. UBS Group set a $280.00 price objective on Morningstar in a research report on Friday, February 13th. Finally, BMO Capital Markets dropped their price objective on Morningstar from $257.00 to $193.00 and set an “outperform” rating for the company in a research report on Tuesday, February 17th. Two equities 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 presently has an average rating of “Moderate Buy” and an average target price of $236.50.

Institutional Trading of Morningstar

Hedge funds have recently bought and sold shares of the company. Morgan Stanley raised its holdings in Morningstar by 2.4% in the 4th quarter. Morgan Stanley now owns 2,006,325 shares of the business services provider’s stock valued at $435,995,000 after acquiring an additional 47,360 shares during the last quarter. Bamco Inc. NY boosted its holdings in shares of Morningstar by 9.2% during the third quarter. Bamco Inc. NY now owns 1,414,305 shares of the business services provider’s stock worth $328,133,000 after purchasing an additional 118,979 shares during the last quarter. Wellington Management Group LLP grew its position in shares of Morningstar by 85.4% in the fourth quarter. Wellington Management Group LLP now owns 1,136,213 shares of the business services provider’s stock valued at $246,910,000 after purchasing an additional 523,387 shares during the period. AQR Capital Management LLC increased its stake in Morningstar by 48.0% in the fourth quarter. AQR Capital Management LLC now owns 900,297 shares of the business services provider’s stock valued at $195,644,000 after purchasing an additional 292,053 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in Morningstar by 1.9% in the second quarter. Geode Capital Management LLC now owns 626,941 shares of the business services provider’s stock valued at $196,839,000 after purchasing an additional 11,408 shares during the last quarter. Institutional investors and hedge funds own 57.02% of the company’s stock.

Insiders Place Their Bets

In other Morningstar news, Chairman Joseph D. Mansueto sold 7,304 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $160.63, for a total value of $1,173,241.52. Following the sale, the chairman directly owned 8,184,212 shares of the company’s stock, valued at approximately $1,314,629,973.56. This trade represents a 0.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders sold 85,243 shares of company stock worth $14,219,154 in the last quarter. Corporate insiders own 36.20% of the company’s stock.

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.