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

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

MORN stock opened at $181.51 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 1.03 and a debt-to-equity ratio of 1.66. Morningstar, Inc. has a one year low of $149.08 and a one year high of $316.71. The firm has a market capitalization of $6.90 billion, a PE ratio of 18.48 and a beta of 1.00. The firm has a 50-day moving average of $176.46 and a two-hundred day moving average of $189.58.

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

Key Stories Impacting Morningstar

Here are the key news stories impacting Morningstar this week:

• Positive Sentiment: Several pieces framed Morningstar as a strong stock and a trusted research franchise, including a “3 Reasons We Love Morningstar” article and a broader piece naming it among stocks to buy before the next market rotation. 3 Reasons We Love Morningstar (MORN) 5 Stocks to Buy Before the Next Market Rotation
• Positive Sentiment: Morningstar’s analysis of portfolio strategy got additional attention after a report said diversified portfolios beat the classic 60/40 mix in 2025, reinforcing its credibility as an investment insights provider. Morningstar analysis shows diversified portfolios beat the standard 60/40 mix by 5% in 2025
• Neutral Sentiment: The company’s latest widely cited market commentary warned that inflation risks may be building in the Pacific, but this is more of a macro research headline than a direct earnings or guidance catalyst for MORN shares. An inflation storm is brewing in the Pacific Ocean – and your portfolio isn’t ready
• Neutral Sentiment: Morningstar’s headline-grabbing valuation call on SpaceX — saying the company is worth far less than Elon Musk suggests and that the IPO may be priced above fair value — has boosted Morningstar’s profile, but it also risks debate over its valuation assumptions. Why Morningstar Thinks SpaceX Is Worth So Much Less Than Elon Musk Does SpaceX IPO Opens Friday at 94 Times Sales
• Negative Sentiment: Some coverage centered on Morningstar’s view that SpaceX is overvalued ahead of its IPO, which may draw pushback or highlight the firm’s cautious stance on a headline growth name. Morningstar says SpaceX overvalued ahead of IPO Morningstar drops bombshell message on SpaceX IPO

Hedge Funds Weigh In On Morningstar

Large investors have recently made changes to their positions in the business. Thurston Springer Miller Herd & Titak Inc. acquired a new position in Morningstar in the fourth quarter worth approximately $25,000. Cassaday & Co Wealth Management LLC acquired a new position in Morningstar in the first quarter worth approximately $26,000. Measured Wealth Private Client Group LLC acquired a new position in Morningstar in the third quarter worth approximately $26,000. Osterweis Capital Management Inc. acquired a new position in Morningstar in the second quarter worth approximately $29,000. Finally, V Square Quantitative Management LLC acquired a new position in Morningstar in the fourth quarter worth approximately $35,000. Institutional investors and hedge funds own 57.02% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. BMO Capital Markets dropped their target price on Morningstar from $257.00 to $193.00 and set an “outperform” rating on the stock in a report on Tuesday, February 17th. UBS Group set a $280.00 target price on Morningstar in a report on Friday, February 13th. Weiss Ratings downgraded Morningstar from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, April 9th. Finally, Wall Street Zen upgraded Morningstar from a “hold” rating to a “buy” rating in a 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. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $236.50.

Insider Buying and Selling

In related news, Chairman Joseph D. Mansueto sold 7,250 shares of the stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $166.23, for a total value of $1,205,167.50. Following the transaction, the chairman owned 8,114,492 shares in the company, valued at approximately $1,348,872,005.16. This represents a 0.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 64,720 shares of company stock valued at $11,169,471 in the last 90 days. Corporate insiders own 38.80% of the company’s stock.

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.