Morningstar (NASDAQ:MORN) Director Sells $125,300.00 in Stock

Morningstar, Inc. (NASDAQ:MORN) Director William Lyons sold 700 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $179.00, for a total value of $125,300.00. Following the transaction, the director owned 13,904 shares of the company’s stock, valued at approximately $2,488,816. The trade was a 4.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Morningstar Price Performance

Morningstar stock traded down $1.07 during midday trading on Wednesday, hitting $176.67. 302,904 shares of the company’s stock were exchanged, compared to its average volume of 557,546. Morningstar, Inc. has a 52-week low of $149.08 and a 52-week high of $316.71. The stock has a 50-day moving average price of $174.85 and a two-hundred day moving average price of $191.44. The company has a debt-to-equity ratio of 1.66, a quick ratio of 1.03 and a current ratio of 1.03. The company has a market cap of $6.72 billion, a P/E ratio of 17.99 and a beta of 0.99.

Morningstar (NASDAQ:MORN) last posted its earnings results on Wednesday, April 29th. The business services provider reported $3.18 EPS for the quarter, topping the consensus estimate of $2.41 by $0.77. Morningstar had a return on equity of 33.14% and a net margin of 16.06%.The business had revenue of $644.80 million during the quarter, compared to analysts’ expectations of $626.91 million.

Wall Street Analyst Weigh In

Several research firms recently commented on MORN. Weiss Ratings cut Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, April 9th. UBS Group set a $280.00 price objective on Morningstar in a report on Friday, February 13th. BMO Capital Markets reduced their price objective on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Finally, Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Two analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $236.50.

Institutional Investors Weigh In On Morningstar

Several institutional investors have recently bought and sold shares of MORN. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in Morningstar during the 4th quarter valued at about $25,000. Cassaday & Co Wealth Management LLC purchased a new stake in Morningstar during the 1st quarter valued at about $26,000. Measured Wealth Private Client Group LLC purchased a new stake in Morningstar during the 3rd quarter valued at about $26,000. Osterweis Capital Management Inc. purchased a new stake in Morningstar during the 2nd quarter valued at about $29,000. Finally, V Square Quantitative Management LLC purchased a new stake in Morningstar during the 4th quarter valued at about $35,000. 57.02% of the stock is currently owned by hedge funds and other institutional investors.

More Morningstar News

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Morningstar was cited in commentary about dividend-growth investing, reinforcing its role as a trusted source for long-term portfolio strategy and income-focused research. 10 Best June Dividend Stocks to Buy
• Neutral Sentiment: Morningstar’s media and research platform remained active across multiple stories, including market commentary on AI investing, semiconductor trends, Europe’s stock performance, and retirement spending. These items highlight the company’s broad reach but do not directly change fundamentals. How AI compares to 11 other capital-spending explosions
• Neutral Sentiment: A Morningstar-linked interview with advisor Adam Grossman argued that the traditional 1% assets-under-management fee may be outdated, a discussion that could support broader interest in fee-efficient advice models but is not a direct catalyst for Morningstar shares. Financial Advisor Adam Grossman: The One Fee Structure That Saves Wealthy Investors Thousands
• Negative Sentiment: A Seeking Alpha article argued that Morningstar’s “data moat” is starting to shrink, which could raise investor concerns about competitive pressure and long-term pricing power in its core data and research business. Morningstar: A Data Moat That’s Starting To Shrink
• Negative Sentiment: Market reaction also reflected caution after recent coverage of Morningstar’s Q1 earnings beat alongside contracted revenue momentum, suggesting investors are weighing solid results against signs that growth may be slowing. Should Morningstar’s Q1 Beat and Contracted Revenue Momentum Require Action From Morningstar (MORN) Investors?

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.