Morningstar (NASDAQ:MORN) Shares Unloaded Rep. April McClain Delaney

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 Price Performance

Shares of NASDAQ MORN traded up $1.40 during mid-day trading on Wednesday, reaching $186.06. The company’s stock had a trading volume of 526,260 shares, compared to its average volume of 550,988. The firm has a market capitalization of $7.08 billion, a PE ratio of 18.95 and a beta of 1.00. The company has a debt-to-equity ratio of 1.66, a current ratio of 1.03 and a quick ratio of 1.03. The stock has a fifty day moving average of $177.01 and a two-hundred day moving average of $189.40. Morningstar, Inc. has a 52 week low of $149.08 and a 52 week high of $316.71.

Morningstar (NASDAQ:MORN) last released its quarterly earnings data on Wednesday, April 29th. The business services provider reported $3.18 earnings per share for the quarter, topping analysts’ consensus estimates of $2.41 by $0.77. The firm had revenue of $644.80 million during the quarter, compared to analyst estimates of $626.91 million. Morningstar had a return on equity of 33.14% and a net margin of 16.06%.

Institutional Investors Weigh In On Morningstar

A number of hedge funds have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Morningstar by 23.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 178 shares of the business services provider’s stock worth $53,000 after buying an additional 34 shares in the last quarter. WPG Advisers LLC lifted its position in shares of Morningstar by 36.0% in the fourth quarter. WPG Advisers LLC now owns 185 shares of the business services provider’s stock worth $40,000 after buying an additional 49 shares in the last quarter. Verdence Capital Advisors LLC lifted its position in shares of Morningstar by 3.9% in the fourth quarter. Verdence Capital Advisors LLC now owns 1,423 shares of the business services provider’s stock worth $309,000 after buying an additional 54 shares in the last quarter. Clearstead Advisors LLC raised its position in Morningstar by 54.2% during the third quarter. Clearstead Advisors LLC now owns 165 shares of the business services provider’s stock valued at $38,000 after purchasing an additional 58 shares during the period. Finally, Quarry LP raised its position in Morningstar by 51.2% during the fourth quarter. Quarry LP now owns 189 shares of the business services provider’s stock valued at $41,000 after purchasing an additional 64 shares during the period. 57.02% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Morningstar

In other Morningstar news, Director William M. Lyons sold 700 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $179.00, for a total transaction of $125,300.00. Following the sale, the director directly owned 13,904 shares in the company, valued at $2,488,816. This represents a 4.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Chairman Joseph D. Mansueto sold 2,270 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $176.72, for a total value of $401,154.40. Following the sale, the chairman owned 8,043,492 shares in the company, valued at approximately $1,421,445,906.24. This trade represents a 0.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 64,720 shares of company stock worth $11,169,471 over the last ninety days. Company insiders own 38.80% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. 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 note on Tuesday, February 17th. UBS Group set a $280.00 target price on Morningstar in a research report on Friday, February 13th. Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Weiss Ratings upgraded Morningstar from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday. Two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $236.50.

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.