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

Representative April McClain Delaney (D-Maryland) recently sold shares of Morningstar, Inc. (NASDAQ:MORN). In a filing disclosed on February 02nd, the Representative disclosed that they had sold between $1,001 and $15,000 in Morningstar stock on January 15th.

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

• Sold $1,001 – $15,000 in shares of PTC (NASDAQ:PTC) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Wabtec (NYSE:WAB) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Trimble (NASDAQ:TRMB) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Bio-Techne (NASDAQ:TECH) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of BJ’s Wholesale Club (NYSE:BJ) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of Trimble (NASDAQ:TRMB) on 1/28/2026.
• Purchased $1,001 – $15,000 in shares of Labcorp (NYSE:LH) on 1/28/2026.
• Sold $1,001 – $15,000 in shares of PTC (NASDAQ:PTC) on 1/23/2026.
• Sold $1,001 – $15,000 in shares of Somnigroup International (NYSE:SGI) on 1/22/2026.
• Sold $1,001 – $15,000 in shares of Wabtec (NYSE:WAB) on 1/22/2026.

Morningstar Price Performance

NASDAQ:MORN opened at $180.39 on Wednesday. The firm has a market capitalization of $7.42 billion, a price-to-earnings ratio of 20.52 and a beta of 1.08. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.04 and a quick ratio of 1.04. The business has a 50 day simple moving average of $212.98 and a 200-day simple moving average of $230.78. Morningstar, Inc. has a 1 year low of $179.15 and a 1 year high of $335.00.

Morningstar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Friday, October 2nd will be given a dividend of $0.50 per share. The ex-dividend date is Friday, October 2nd. This represents a $2.00 dividend on an annualized basis and a yield of 1.1%. Morningstar’s dividend payout ratio is 22.75%.

Insiders Place Their Bets

In other news, Director Caroline J. Tsay sold 600 shares of the business’s stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $218.48, for a total value of $131,088.00. Following the completion of the sale, the director owned 3,745 shares in the company, valued at approximately $818,207.60. The trade was a 13.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Chairman Joseph D. Mansueto sold 7,250 shares of the stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $210.89, for a total transaction of $1,528,952.50. Following the transaction, the chairman owned 8,609,667 shares in the company, valued at approximately $1,815,692,673.63. This represents a 0.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,932 shares of company stock worth $9,123,191 in the last three months. Corporate insiders own 36.20% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the stock. UBS Group dropped their price target on shares of Morningstar from $350.00 to $320.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Weiss Ratings reissued a “hold (c-)” rating on shares of Morningstar in a research note on Monday, December 29th. BMO Capital Markets set a $250.00 target price on Morningstar in a research report on Thursday, October 30th. Finally, Wall Street Zen raised 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 company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $285.00.

Hedge Funds Weigh In On Morningstar

Institutional investors have recently modified their holdings of the stock. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Morningstar during the fourth quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC purchased a new position in Morningstar during the 3rd quarter worth $26,000. Osterweis Capital Management Inc. bought a new stake in Morningstar during the 2nd quarter valued at $29,000. V Square Quantitative Management LLC bought a new stake in Morningstar during the 4th quarter valued at $35,000. Finally, True Wealth Design LLC lifted its holdings in shares of Morningstar by 120.5% in the 4th quarter. True Wealth Design LLC now owns 172 shares of the business services provider’s stock worth $37,000 after buying an additional 94 shares during the period. 57.02% of the stock is owned by hedge funds and other institutional investors.

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.