April Delaney Buys Morningstar, Inc. (NASDAQ:MORN) Stock

April Delaney Buys Morningstar, Inc. (NASDAQ:MORN) Stock

April Delaney disclosed the purchase of $15,001 - $50,000 of Morningstar, Inc. (NASDAQ:MORN) in a filing made on September 03rd, 2025. The transaction, dated August 02nd, 2025, listed Morningstar Inc stock and was reported on the House disclosure for MD06.

April Delaney's Recent Trades

• 1/30/2026: Sold $1,001 - $15,000 of PTC stock
• 1/30/2026: Sold $1,001 - $15,000 of WAB stock
• 1/29/2026: Sold $1,001 - $15,000 of TRMB stock
• 1/28/2026: Sold $1,001 - $15,000 of TECH stock
• 1/28/2026: Sold $1,001 - $15,000 of BJ stock
• 1/28/2026: Sold $1,001 - $15,000 of TRMB stock
• 1/28/2026: Bought $1,001 - $15,000 of LH stock
• 1/23/2026: Sold $1,001 - $15,000 of PTC stock
• 1/22/2026: Sold $1,001 - $15,000 of WAB stock
• 1/22/2026: Sold $1,001 - $15,000 of SGI stock

MORN Stock Performance

Shares of MORN opened at $181.35 on Wednesday, up 2.51%. The 50-day moving average is $194.69 and the 200-day moving average is $241.13. The 52-week low is $149.08 and the 52-week high is $316.71.

Since the transaction date (August 02nd, 2025), MORN shares have fallen 31.64%, opening at $273.36 on the transaction date. The stock fell 5.28% in the first week and 5.39% over two weeks, and 6.35% over one month.

Morningstar reported FY 2025 revenue of $2.45 billion and net income of $374.20 million; diluted EPS was $8.87. Debt-to-equity was 1.15, current ratio 0.99 and quick ratio 0.99. Market capitalization was $7.69 billion, P/E (TTM) was 20.23 and beta was 1.11. Return on equity was 25.12% and net margin was 15.30%. Revenue rose 7.49% year-over-year. Analysts project full-year EPS of $16.09 (2028 avg).

Key Stories Impacting MORN

• (Positive) Morningstar reported fourth-quarter and full-year 2025 results showing revenue up ~8.5% and stronger adjusted earnings, plus sizable share repurchases. (Feb 12, 2026).
• (Positive) Morningstar announced a definitive agreement to acquire the Center for Research in Security Prices (CRSP) for about $375 million. (Sept 23, 2025).
• (Positive) Morningstar completed the CRSP acquisition and announced an extended relationship with Vanguard. (Feb 2, 2026).
• (Positive) The companys board approved a new three-year $1.0 billion share-repurchase program after completing a prior $500 million program. (effective Oct 31, 2025).
• (Neutral) Morningstar entered a multi-currency credit agreement providing up to $1.5 billion of borrowing capacity to finance strategic acquisitions. (Oct 31, 2025).
• (Neutral) The company disclosed product and go-to-market priorities for 2026, including enhancements to PitchBook and AI-enabled offerings. (Feb 2026).
• (Neutral) Morningstar noted a board update with the election of Anne Bramman to the board of directors. (Feb 2026).

Analyst Ratings for MORN

BMO Capital reiterated an 'Outperform' rating. UBS maintained a 'Buy' rating. BMO Capital reiterated an 'Outperform' rating on 2025-08-01. BMO Capital reiterated an 'Outperform' rating on 2025-07-21. BMO Capital reiterated an 'Outperform' rating on 2025-05-12.

Presently, 10 analysts have rated MORN with a buy recommendation, 9 have issued a hold, and 0 have given a sell rating. The average rating is 'Hold' with an average price target of $236.50.

Institutional Investors Weigh In On MORN

VANGUARD GROUP INC holds 2,374,364 shares valued at $443,721,940. BLACKROCK, INC. holds 2,363,201 shares valued at $441,634,403. MORGAN STANLEY holds 2,006,325 shares valued at $374,942,021. SELECT EQUITY GROUP, L.P. holds 1,522,492 shares valued at $284,503,305. BAMCO INC /NY/ holds 1,241,794 shares valued at $232,067,503. Currently, 58.35% of the stock is owned by institutional investors.

About April Delaney

April Delaney is identified on financial disclosure filings for MD06; filings list her office as 'April Delaney' and district as MD06. The filings show multiple securities transactions disclosed in 2026, including purchases and sales across January and February filings.

About MORN

Morningstar, Inc. is a Financial - Data & Stock Exchanges company that provides independent investment research services and data products, including Morningstar Data, Morningstar Direct, Morningstar Managed Portfolios and PitchBook. The company is headquartered in Chicago, Illinois, was incorporated in 1984, and completed its IPO on May 3, 2005. Kunal Kapoor is listed as CEO.