Joseph Mansueto Sells 6,464 Shares of Morningstar (NASDAQ:MORN) Stock

Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph Mansueto sold 6,464 shares of Morningstar stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $185.21, for a total transaction of $1,197,197.44. Following the completion of the sale, the chairman directly owned 8,223,661 shares in the company, valued at approximately $1,523,104,253.81. This represents a 0.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.

Morningstar Trading Down 2.2%

Shares of Morningstar stock opened at $165.47 on Friday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.04 and a current ratio of 1.04. The stock has a market capitalization of $6.81 billion, a P/E ratio of 18.82 and a beta of 1.08. Morningstar, Inc. has a 52-week low of $164.62 and a 52-week high of $330.55. The stock’s 50-day simple moving average is $210.44 and its 200 day simple moving average is $228.85.

Morningstar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Friday, October 2nd will be given a $0.50 dividend. The ex-dividend date is Friday, October 2nd. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Morningstar’s payout ratio is 22.75%.

Institutional Investors Weigh In On Morningstar

Institutional investors and hedge funds have recently bought and sold shares of the business. Osterweis Capital Management Inc. bought a new position in Morningstar in the 2nd quarter worth $29,000. Measured Wealth Private Client Group LLC bought a new position in Morningstar in the third quarter worth about $26,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in Morningstar in the fourth quarter worth about $25,000. IFP Advisors Inc boosted its position in Morningstar by 270.3% during the 2nd quarter. IFP Advisors Inc now owns 137 shares of the business services provider’s stock valued at $43,000 after acquiring an additional 100 shares in the last quarter. Finally, V Square Quantitative Management LLC purchased a new position in shares of Morningstar during the 4th quarter worth approximately $35,000. Hedge funds and other institutional investors own 57.02% of the company’s stock.

Wall Street Analyst Weigh In

MORN has been the subject of several analyst reports. UBS Group lowered their price target on Morningstar from $350.00 to $320.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Wall Street Zen raised shares of Morningstar from a “hold” rating to a “buy” rating in a research note on Friday, January 23rd. Weiss Ratings reissued a “hold (c-)” rating on shares of Morningstar in a research note on Monday, December 29th. Finally, BMO Capital Markets set a $250.00 price target on shares of Morningstar in a report on Thursday, October 30th. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Morningstar presently has an average rating of “Moderate Buy” and a consensus price target of $285.00.

Key Stories Impacting Morningstar

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Client win / product adoption: Morningstar published a case study showing a financial firm transformed by its custom model-portfolio research, reinforcing demand for Morningstar’s advisory and institutional solutions. How One Financial Firm Transformed Through Custom Model Portfolio Research
• Positive Sentiment: Geographic / product expansion: Morningstar launched star ratings for UK managed portfolios, extending its ratings footprint and potentially opening new revenue from U.K. advisors and platforms. Morningstar launches star ratings for UK managed portfolios
• Neutral Sentiment: Thought leadership / media mentions: Morningstar commentary that recent AI-driven sector weakness was “an overreaction” and picks of bargain stocks highlights the firm’s analyst influence — positive for brand but unlikely to move revenue immediately. Morningstar says the week’s AI-fueled meltdown was a big overreaction and 2 stocks in particular are now a bargain buy for investors
• Neutral Sentiment: Investor resources content: Morningstar released updated tax‑planning and IRA resources for 2026 — useful for end users and advisor clients but not a near-term earnings driver. Morningstar’s Tax-Planning and IRA Resources for 2026
• Negative Sentiment: Insider selling by founder/chairman: Joseph Mansueto sold multiple blocks of stock earlier this week (several filings showing sales on Feb. 4–6 totaling tens of thousands of shares), which can signal liquidity-taking and likely contributed to downward pressure on the share price given the timing and market sensitivity. Insider Selling: Morningstar (NASDAQ:MORN) Chairman Sells 6,352 Shares of Stock

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.