MORN

Morningstar, Inc.

Nasdaq · Investment Advice · Inc. IL · CIK 0001289419
$175.22 -1.09% $6.7B
Insider Selling Cluster (2 insiders)30 New Institutional Positions20 Institutional ExitsCongressional Activity (3)
Vol
Market Cap$6.7B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity30 buys / 20 sells
Insider Activity1B / 27S
Insider Net $-$13.2M
SEC Reports7
Congressional6 trades
Exchange Nasdaq·Sector Investment Advice·Inc. IL·CIK 0001289419·Prev Close $177.15

Recent Activity

May 27, 2026 SEC
Executive Chairman Joseph Mansueto and Director William Lyons sold a total of $180K in MORN stock over a 7-day window. T
CLUSTER — Impact 2/10
May 27, 2026 Insider
Lyons William M sold 700 shares
Director @ $179.00 ($125.3K)
May 22, 2026 SEC
Morningstar Executive Chairman Joseph Mansueto sold $876K worth of shares and CFO Michael Holt sold $45K, totaling $920K
CLUSTER — Impact 2/10
May 22, 2026 SEC
Morningstar filed an 8-K furnishing an Investor Q&A document covering topics like PitchBook integration, CRSP indexes, a
8-K — Impact 2/10
May 22, 2026 Insider
Mansueto Joseph D sold 317 shares
Executive Chairman @ $174.09 ($55.2K)
May 21, 2026 Insider
Mansueto Joseph D sold 5,081 shares
Executive Chairman @ $172.33 ($875.6K)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
1,662,405 shares ($281.0M)
Inst.
BAMCO INC /NY/ — TRIM
759,515 shares ($128.4M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$246.00 (Feb 2026)
Current $175.22 Low $212.00 Median $246.00 High $280.00 2 analysts
$212.00 $280.00

Analyst Ratings

Historical distribution78% buy · 9 analysts · last covering-analyst action Feb 2026
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 17, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.82 ▲ +1.4% $2.70 — $2.95 18% YoY 2
Next Q $2.91 $2.84 — $2.97 14% YoY 2
Current FY $11.90 $11.63 — $12.16 21% YoY 2
Next FY $13.54 ▲ +2.3% $12.65 — $14.42 14% YoY 2

Top Institutional Holders

FundValueMove
BlackRock, Inc.$395.3M
MORGAN STANLEY$292.5M
WELLINGTON MANAGEMENT GROUP LLP$281.0MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$177.8M
VANGUARD CAPITAL MANAGEMENT LLC$167.3M

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026Lyons WilliamSELL$125.3K
May 22, 2026Mansueto JosephSELL$55.2K
May 21, 2026Mansueto JosephSELL$875.6K
May 20, 2026Mansueto JosephSELL$977.2K
May 19, 2026Mansueto JosephSELL$464.5K

Congressional Trades

1 members: 0 buys, 6 sells
MemberPartyTypeAmount
April McClainDSELL$1,001 - $15,000
April McClainDSELL$1,001 - $15,000
April McClainDSELL$1,001 - $15,000
50 institutional holders with $2.9B total value (16,936,522 shares) as of 2026-Q1. Top holders: BlackRock,, MORGAN, WELLINGTON. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,338,218$395.3M13.8%
2MORGAN STANLEY1,730,549$292.5M10.2%
3WELLINGTON MANAGEMENT GROUP LLP1,662,405$281.0M9.8%ADD +46.3%
4VANGUARD PORTFOLIO MANAGEMENT LLC1,051,820$177.8M6.2%
5VANGUARD CAPITAL MANAGEMENT LLC989,467$167.3M5.8%
6TWO SIGMA INVESTMENTS, LP859,459$145.3M5.1%
7BAMCO INC /NY/759,515$128.4M4.5%TRIM -38.8%
8STATE STREET CORP735,574$124.3M4.3%
9LOS ANGELES CAPITAL MANAGEMENT LLC645,384$109.1M3.8%DOUBLED +581327.0%
10Select Equity Group, L.P.637,723$107.8M3.8%TRIM -58.1%
11DIMENSIONAL FUND ADVISORS LP517,769$87.5M3.1%
12RENAISSANCE TECHNOLOGIES LLC448,870$75.9M2.6%ADD +38.6%
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP394,931$66.8M2.3%ADD +38.5%
14Invesco Ltd.285,130$48.2M1.7%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/254,739$42.9M1.5%TRIM -29.6%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC213,823$36.1M1.3%
17GOLDMAN SACHS GROUP INC210,402$35.6M1.2%
18SEI INVESTMENTS CO189,302$32.0M1.1%DOUBLED +219.4%
19BNP Paribas Asset Management Holding S.A.186,048$31.5M1.1%DOUBLED +593.1%
20BANK OF AMERICA CORP /DE/183,575$31.0M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPADD1,136,2131,662,405+46.3%$281.0M2026-Q1
BAMCO INC /NY/TRIM1,241,794759,515-38.8%$128.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED111645,384+581327.0%$109.1M2026-Q1
Select Equity Group, L.P.TRIM1,522,492637,723-58.1%$107.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD323,770448,870+38.6%$75.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD285,098394,931+38.5%$66.8M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/TRIM361,687254,739-29.6%$42.9M2026-Q1
SEI INVESTMENTS CODOUBLED59,267189,302+219.4%$32.0M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED26,844186,048+593.1%$31.5M2026-Q1
Gotham Asset Management, LLCADD100,283169,630+69.2%$28.7M2026-Q1
AMERIPRISE FINANCIAL INCDOUBLED19,781156,711+692.2%$26.5M2026-Q1
FMR LLCTRIM149,019106,705-28.4%$18.0M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.NEW91,290$15.4M2026-Q1
JANUS HENDERSON GROUP PLCADD57,58989,885+56.1%$15.2M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM150,87284,286-44.1%$13.9M2026-Q1
PRUDENTIAL FINANCIAL INCADD42,16465,498+55.3%$12.0M2026-Q1
STIFEL FINANCIAL CORPDOUBLED13,48363,101+368.0%$10.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED18,90052,100+175.7%$8.8M2026-Q1
LOOMIS SAYLES & CO L PDOUBLED7,63148,981+541.9%$8.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED4,71040,000+749.3%$6.8M2026-Q1
Trexquant Investment LPADD20,32329,267+44.0%$4.9M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED1,32127,428+1976.3%$4.7M2026-Q1
Allianz Asset Management GmbHADD16,59327,104+63.3%$4.6M2026-Q1
FIRST TRUST ADVISORS LPTRIM64,17525,731-59.9%$4.3M2026-Q1
Vident Advisory, LLCADD14,42921,690+50.3%$3.7M2026-Q1
12 unique insiders with 50 transactions. Net insider value: -$13.2M ($186.6K bought, $13.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026Lyons William MDirectorSELL700$179.00$125.3K
May 22, 2026Mansueto Joseph DExecutive ChairmanSELL317$174.09$55.2K
May 21, 2026Mansueto Joseph DExecutive ChairmanSELL5,081$172.33$875.6K
May 20, 2026Mansueto Joseph DExecutive ChairmanSELL5,704$171.32$977.2K
May 19, 2026Mansueto Joseph DExecutive ChairmanSELL2,629$176.66$464.5K
May 18, 2026Mansueto Joseph DExecutive ChairmanSELL559$171.33$95.8K
May 15, 2026Mansueto Joseph DExecutive ChairmanSELL704$167.49$117.9K
May 15, 2026Wiersema ConanCAO & PAOAWARD903
May 15, 2026Lyons William MDirectorAWARD1,144
May 15, 2026Wiersema ConanCAO & PAOAWARD13
May 15, 2026Wiersema ConanCAO & PAOTAX W/H105$166.05$17.4K
May 15, 2026Wiersema ConanCAO & PAOEXERCISE13
May 15, 2026Wiersema ConanCAO & PAOAWARD451
May 15, 2026Holt MichaelChief Financial OfficerAWARD2,860
May 15, 2026Holt MichaelChief Financial OfficerEXERCISE243
May 15, 2026Holt MichaelChief Financial OfficerAWARD4,290
May 15, 2026Kapoor KunalCEOAWARD1,177
May 15, 2026Holt MichaelChief Financial OfficerSELL270$166.05$44.8K
May 15, 2026Kapoor KunalCEOEXERCISE2,108
May 15, 2026Kapoor KunalCEOTAX W/H3,699$166.05$614.2K
May 15, 2026Kapoor KunalCEOAWARD17,039
May 15, 2026FRANCIS CHERYL ADirectorAWARD1,144
May 15, 2026Diamonte RobinDirectorAWARD1,144
May 15, 2026JOYNT STEPHENDirectorAWARD1,144
May 15, 2026Sutton DonielDirectorAWARD1,144
May 15, 2026Kaplan Steven NDirectorAWARD1,144
May 15, 2026TSAY CAROLINE JDirectorAWARD1,144
May 15, 2026BRAMMAN ANNE LDirectorAWARD1,505
May 14, 2026Mansueto Joseph DExecutive ChairmanSELL1,138$165.60$188.5K
May 12, 2026Mansueto Joseph DExecutive ChairmanSELL1,988$176.01$349.9K
May 11, 2026Mansueto Joseph DExecutive ChairmanSELL7,232$175.96$1.3M
May 8, 2026Mansueto Joseph DExecutive ChairmanSELL4,002$177.08$708.7K
May 7, 2026Mansueto Joseph DExecutive ChairmanSELL100$166.66$16.7K
May 6, 2026Mansueto Joseph DExecutive ChairmanSELL5,977$166.01$992.2K
May 5, 2026Mansueto Joseph DExecutive ChairmanSELL4,202$167.12$702.2K
May 4, 2026Mansueto Joseph DExecutive ChairmanSELL2,256$168.56$380.3K
May 1, 2026Mansueto Joseph DExecutive ChairmanSELL150$168.84$25.3K
Mar 4, 2026Holt MichaelChief Financial OfficerBUY1,000$186.59$186.6K
Mar 2, 2026Mansueto Joseph DExecutive ChairmanSELL3,122$182.32$569.2K
Mar 1, 2026Wiersema ConanCAO & PAOAWARD301
Mar 1, 2026Holt MichaelChief Financial OfficerAWARD684
Feb 27, 2026Mansueto Joseph DExecutive ChairmanSELL7,012$181.55$1.3M
Feb 26, 2026Mansueto Joseph DExecutive ChairmanSELL200$172.92$34.6K
Feb 25, 2026Mansueto Joseph DExecutive ChairmanSELL1,395$162.32$226.4K
Feb 24, 2026Mansueto Joseph DExecutive ChairmanSELL442$156.92$69.4K
Feb 20, 2026Mansueto Joseph DExecutive ChairmanSELL5,147$161.10$829.2K
Feb 19, 2026Mansueto Joseph DExecutive ChairmanSELL7,138$161.86$1.2M
Feb 13, 2026Mansueto Joseph DExecutive ChairmanSELL2,676$154.73$414.1K
Feb 12, 2026Mansueto Joseph DExecutive ChairmanSELL6,116$154.61$945.6K
Feb 10, 2026Mansueto Joseph DExecutive ChairmanSELL3,214$162.84$523.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 78% buy across 9 analysts — 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$246.00 mean target (Feb 2026)
$212.00 Low $280.00 High
MetricValue
Current Price$175.22
Target Low$212.00
Target Mean$246.00
Target Median$246.00
Target High$280.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.82 $2.70 $2.95 17.7% +1.4% 2↑ 0↓ $0.6B 7.1% 2
Next Q
2026-09-30
$2.91 $2.84 $2.97 13.9% -0.4% 1↑ 1↓ $0.7B 5.9% 2
Current FY
2026-12-31
$11.90 $11.63 $12.16 20.7% +0.0% 1↑ 0↓ $2.6B 7.3% 2
Next FY
2027-12-31
$13.54 $12.65 $14.42 13.8% +2.3% 2↑ 0↓ $2.8B 5.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.824
7d ago$2.824
30d ago$2.787+0.038
60d ago$2.791+0.034
90d ago$2.791+0.034
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 17, 2026 BMO Capital MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262520078%
May 1, 20262520078%
Apr 1, 20262520078%
Mar 1, 20262520078%
Feb 1, 20262520078%
Jan 1, 20262520078%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 6 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 30, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Morningstar IncMay 7, 2026 (8d)
Apr 17, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Morningstar IncMay 7, 2026 (21d)
Apr 16, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Morningstar IncMay 7, 2026 (22d)
Feb 25, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Morningstar IncMar 11, 2026 (15d)
Feb 19, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Morningstar IncMar 11, 2026 (21d)
Feb 6, 2026April McClain DelaneyDHOUSESELL$1,001 - $15,000Morningstar IncMar 11, 2026 (34d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
dark_pool
Dark Pool: MORN — 0.8M shares, 22,954 trades
Week starting 2026-05-18. Total ATS volume: 787,967 shares across 22,954 trades.
May 11, 2026
dark_pool
Dark Pool: MORN — 0.7M shares, 22,409 trades
Week starting 2026-05-11. Total ATS volume: 723,026 shares across 22,409 trades.
May 4, 2026
dark_pool
Dark Pool: MORN — 1.0M shares, 27,866 trades
Week starting 2026-05-04. Total ATS volume: 1,015,686 shares across 27,866 trades.
Apr 29, 2026
earnings_calendar
MORN Q1 2026 Earnings Scheduled — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: MORN — 1.1M shares, 25,071 trades
Week starting 2026-04-27. Total ATS volume: 1,090,931 shares across 25,071 trades.
Apr 20, 2026
dark_pool
Dark Pool: MORN — 0.8M shares, 22,889 trades
Week starting 2026-04-20. Total ATS volume: 804,029 shares across 22,889 trades.
Apr 20, 2026
short_interest
FTD: MORN — 2,929 shares ($0.5M) failed to deliver
Settlement: 20260420, Price: $184.28, FTD Value: $539,756.12, MORNINGSTAR INC COM
Apr 13, 2026
dark_pool
Dark Pool: MORN — 1.0M shares, 23,426 trades
Week starting 2026-04-13. Total ATS volume: 1,009,112 shares across 23,426 trades.
Apr 6, 2026
dark_pool
Dark Pool: MORN — 0.7M shares, 22,512 trades
Week starting 2026-04-06. Total ATS volume: 678,621 shares across 22,512 trades.
Mar 30, 2026
dark_pool
Dark Pool: MORN — 0.8M shares, 19,900 trades
Week starting 2026-03-30. Total ATS volume: 780,517 shares across 19,900 trades.
Mar 23, 2026
dark_pool
Dark Pool: MORN — 0.8M shares, 26,150 trades
Week starting 2026-03-23. Total ATS volume: 769,900 shares across 26,150 trades.
Mar 16, 2026
dark_pool
Dark Pool: MORN — 0.5M shares, 20,246 trades
Week starting 2026-03-16. Total ATS volume: 481,088 shares across 20,246 trades.
Mar 9, 2026
dark_pool
Dark Pool: MORN — 0.6M shares, 20,978 trades
Week starting 2026-03-09. Total ATS volume: 625,509 shares across 20,978 trades.
Mar 2, 2026
dark_pool
Dark Pool: MORN — 0.8M shares, 22,572 trades
Week starting 2026-03-02. Total ATS volume: 766,383 shares across 22,572 trades.
Feb 23, 2026
dark_pool
Dark Pool: MORN — 1.1M shares, 29,877 trades
Week starting 2026-02-23. Total ATS volume: 1,078,748 shares across 29,877 trades.