Janus Henderson Group PLC Grows Stock Holdings in Morningstar, Inc. $MORN

Janus Henderson Group PLC grew its stake in Morningstar, Inc. (NASDAQ:MORN) by 56.1% during the first quarter, Holdings Channel.com reports. The fund owned 89,885 shares of the business services provider’s stock after purchasing an additional 32,296 shares during the quarter. Janus Henderson Group PLC’s holdings in Morningstar were worth $15,199,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Wellington Management Group LLP boosted its holdings 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 raised its position in Morningstar by 106.9% during the 3rd quarter. AQR Capital Management LLC now owns 608,244 shares of the business services provider’s stock valued at $141,119,000 after purchasing an additional 314,275 shares in the last quarter. Norges Bank bought a new stake in Morningstar during the 4th quarter valued at $62,367,000. Corient Private Wealth LLC lifted its holdings in shares of Morningstar by 1,196.5% in the 4th quarter. Corient Private Wealth LLC now owns 260,978 shares of the business services provider’s stock worth $56,713,000 after buying an additional 240,848 shares during the period. Finally, Voloridge Investment Management LLC lifted its holdings in shares of Morningstar by 362.8% in the 3rd quarter. Voloridge Investment Management LLC now owns 187,128 shares of the business services provider’s stock worth $43,416,000 after buying an additional 146,693 shares during the period. 57.02% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Morningstar

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Q2 earnings beat expectations. Morningstar reported EPS of $3.10 versus the $2.83 consensus estimate and revenue of $663.2 million versus expectations of $649.7 million. Another analysis cited 9.6% year-over-year revenue growth and 29.2% growth in non-GAAP EPS, reinforcing the company’s earnings momentum. Morningstar: Undervalued With A Differentiated Business Model
• Positive Sentiment: Valuation remains a potential catalyst. Morningstar was described as undervalued at roughly 15.6 times estimated 2026 earnings, well below its historical 35–40 times range. The analysis set a fair-value estimate of $246.40 and highlighted strong cash flow, a conservative payout ratio and a 15-year dividend-growth streak. Morningstar: Undervalued With A Differentiated Business Model
• Neutral Sentiment: Investment-research commentary supports brand visibility. Morningstar said artificial-intelligence-related power demand, rather than stronger ESG sentiment, is driving renewed inflows into sustainable ETFs. The commentary may benefit Morningstar’s industry profile, but it does not provide a direct forecast for MORN revenue or earnings. AI, Not ESG, Is Driving the Revival in Sustainable ETFs
• Negative Sentiment: Director selling adds a modest overhang. Director William Lyons sold 1,000 shares for approximately $199,000, reducing his direct position by 7.19%. The transaction is relatively small and may reflect personal portfolio management, but insider selling can temper sentiment in the short term. Morningstar Director Form 4 Filing

Morningstar Stock Performance

MORN stock opened at $200.25 on Wednesday. Morningstar, Inc. has a one year low of $141.49 and a one year high of $272.00. The firm has a market cap of $7.51 billion, a price-to-earnings ratio of 18.96 and a beta of 0.99. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.06 and a current ratio of 1.06. The firm has a 50-day simple moving average of $173.10 and a two-hundred day simple moving average of $176.79.

Morningstar (NASDAQ:MORN) last issued its quarterly earnings data on Wednesday, July 29th. The business services provider reported $3.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.83 by $0.27. The firm had revenue of $663.20 million for the quarter, compared to the consensus estimate of $649.72 million. Morningstar had a net margin of 16.43% and a return on equity of 38.57%.

Insider Buying and Selling at Morningstar

In other news, Chairman Joseph D. Mansueto sold 2,270 shares of the company’s stock in a transaction 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 transaction, the chairman directly owned 8,043,492 shares of the company’s stock, valued at approximately $1,421,445,906.24. This represents a 0.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director William M. Lyons sold 1,000 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $199.00, for a total value of $199,000.00. Following the sale, the director owned 12,904 shares of the company’s stock, valued at approximately $2,567,896. This represents a 7.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 43,970 shares of company stock worth $7,691,126 over the last three months. Corporate insiders own 38.80% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. Rothschild & Co Redburn set a $210.00 price target on Morningstar in a research note on Thursday, June 18th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $212.00 price objective on shares of Morningstar in a research note on Friday, June 26th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a report on Sunday, June 21st. Weiss Ratings downgraded shares of Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, July 30th. Finally, UBS Group lowered their price target on shares of Morningstar from $280.00 to $260.00 and set a “buy” rating for the company in a research report on Tuesday, July 7th. Two equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to MarketBeat.com, Morningstar has a consensus rating of “Hold” and a consensus price target of $227.33.

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.