Equity · Financial Services
MORN
NASDAQMorningstar (MORN)
The line runs 195 USD on 11 August through 244.20 USD on 6 November, on a scale from 180 to 260. Days the market did not trade hold the previous close, flat.
- Market cap
- 9.1B USD
- P/E (TTM)
- 21.4
- Revenue, year to Dec 2025
- 2.4B USD
- EPS, diluted, year to Dec 2025
- 8.87 USD
- 52-week range
- 141.81 USD – 247.25 USD
- Avg volume
- 19.5K
- Mentions, 30 days
- 52
- Net sentiment
- +0.08
as of Nov 6, 2026
Have Morningstar (MORN) insiders bought or sold shares recently?
In the 90 days to 10 Nov 2026, Morningstar insiders reported 14 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 18 May 2026, show no open-market purchase.
Form 4, 90 days to 10 Nov 2026, newest reported trade 5 Nov 2026
Buys 0Sells 14Net sold $19.68MOther filings 4
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 05 Nov 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.8M USD |
| 04 Nov 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.8M USD |
| 03 Nov 2026 | Mansueto Joseph DExecutive Chairman | Sell | 6,904 | 1.7M USD |
| 02 Nov 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.7M USD |
| 24 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 5,659 | 1.2M USD |
| 21 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 4,095 | 888K USD |
| 20 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.6M USD |
| 19 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 6,594 | 1.4M USD |
| 18 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,906 | 1.7M USD |
| 17 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.5M USD |
| 14 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.5M USD |
| 13 Aug 2026 | Mansueto Joseph DExecutive Chairman | Sell | 7,250 | 1.4M USD |
| Sold | 14 open-market sales | 90,132 | $19.68M |
Showing the 12 most recent of 14 open-market trades in this window. The figures above count all of them.
4 other filings in the window: grants, exercises, tax withholding and transfers, not trades
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 30 Sep 2026 | Mansueto Daniel10% Owner | Other | 657,779 | |
| 01 Sep 2026 | Holt MichaelChief Financial Officer | Tax withheld | 54 | 12K USD |
| 01 Sep 2026 | Wiersema ConanCAO & PAO | Tax withheld | 29 | 6K USD |
| 24 Aug 2026 | Mansueto Daniel10% Owner | Other | 376,969 |
Which funds hold Morningstar (MORN)?
10 of the 45 institutional funds we track reported a Morningstar position for the quarter ended 30 Jun 2026 — a combined 367.9M USD; the latest of those filings landed 02 Sep 2026.
| Fund | Position | Shares | Value | Shares q/q |
|---|---|---|---|---|
| AQR Capital Management | Added | 1,304,388 | 203.5M USD | +109.2% |
| Two Sigma Investments | Trimmed | 484,249 | 75.6M USD | −43.7% |
| Renaissance Technologies | Trimmed | 238,770 | 37.3M USD | −46.8% |
| Millennium Management | Trimmed | 162,620 | 25.4M USD | −49.7% |
| Tudor Investment Corp | Added | 76,095 | 11.9M USD | +90.2% |
| Point72 Asset Management | Trimmed | 32,754 | 5.1M USD | −80.8% |
| Citadel Advisors | Held (±25%) | 27,906 | 4.4M USD | +18.0% |
| Marshall Wace | Added | 21,114 | 3.3M USD | +99.5% |
| D. E. Shaw & Co. | Trimmed | 5,594 | 873K USD | −72.5% |
| Bridgewater Associates | New position | 4,249 | 663K USD |
Have members of Congress traded Morningstar (MORN)?
The most recent congressional trade disclosed in Morningstar is a sale by April McClain Delaney (house, MD), dated 06 May 2026.
STOCK Act disclosures
| Traded | Member | Type | Amount | Filed after |
|---|---|---|---|---|
| 06 May 2026 | April McClain Delaneyhouse · Democrat–MD | Sale | 1K USD–15K USD | 30 days |
| 17 Apr 2026 | April McClain Delaneyhouse · Democrat–MD | Sale | 1K USD–15K USD | 19 days |
| 19 Feb 2026 | April McClain Delaneyhouse · Democrat–MD | Sale | 1K USD–15K USD | 19 days |
| 04 Aug 2025 | Lisa C. McClainhouse · Republican–MI | Sale | 1K USD–15K USD | 39 days |
| 02 Aug 2025 | April McClain Delaneyhouse · Democrat–MD | Purchase | 15K USD–50K USD | 31 days |
| 22 Jul 2025 | Lisa C. McClainhouse · Republican–MI | Purchase | 1K USD–15K USD | 22 days |
What has been filed or recorded for Morningstar (MORN)?
The filings we hold for Morningstar, newest first: 6 fails-to-deliver days, 6 quarterly earnings reports, 2 annual reports and 5 reported financial figures, the latest dated 14 Oct 2026. No next earnings date is announced in SEC filings yet.
| And | ||||
|---|---|---|---|---|
| 14 Oct 2026 | Fails to deliver | Shares failed to deliver | 5 shares | 1K USD notional · <0.001% of shares out |
| 08 Oct 2026 | Fails to deliver | Shares failed to deliver | 10 shares | 2K USD notional · <0.001% of shares out |
| 07 Oct 2026 | Fails to deliver | Shares failed to deliver | 14 shares | 3K USD notional · <0.001% of shares out |
| 01 Oct 2026 | Fails to deliver | Shares failed to deliver | 14 shares | 3K USD notional · <0.001% of shares out |
| 30 Sep 2026 | Fails to deliver | Shares failed to deliver | 14 shares | 3K USD notional · <0.001% of shares out |
| 30 Sep 2026 | Quarterly earnings | Q3 2026 reported | EPS 3.06 USD | Revenue $672M |
| 30 Sep 2026 | Financials | Total assets | 4.0B USD | at period end |
| 30 Sep 2026 | Financials | Total equity incl. minority interest | 1.0B USD | at period end |
| 29 Sep 2026 | Fails to deliver | Shares failed to deliver | 14 shares | 3K USD notional · <0.001% of shares out |
| 30 Jun 2026 | Quarterly earnings | Q2 2026 reported | EPS 2.83 USD | Revenue $663M |
| 31 Mar 2026 | Quarterly earnings | Q1 2026 reported | EPS 2.73 USD | Revenue $645M |
| 31 Dec 2025 | Annual report | FY 2025 reported | EPS 8.87 USD | Revenue $2.45B |
| 31 Dec 2025 | Financials | Revenue | 2.4B USD | fiscal year |
| 31 Dec 2025 | Financials | Net income | 374.2M USD | fiscal year |
| 31 Dec 2025 | Financials | Diluted EPS | 8.87 USD | fiscal year |
| 30 Sep 2025 | Quarterly earnings | Q3 2025 reported | EPS 2.17 USD | Revenue $617M |
| 30 Jun 2025 | Quarterly earnings | Q2 2025 reported | EPS 2.09 USD | Revenue $605M |
| 31 Mar 2025 | Quarterly earnings | Q1 2025 reported | EPS 1.82 USD | Revenue $582M |
| 31 Dec 2024 | Annual report | FY 2024 reported | EPS 8.58 USD | Revenue $2.28B |
What is Reddit saying about Morningstar (MORN)?
Reddit mentioned MORN 52 times in the 30 days to 9 November 2026, across 7 of the communities we track. All of them were scored for sentiment: 62% read bullish, 10% bearish and 28% neither. Reddit data updated 9 November 2026.
30-day window, Method
Mentions, 30 days 52Bullish 62%Bearish 10%Communities 7Against the market +8 points
How do Reddit mentions of Morningstar (MORN) compare with its price?
Share ↗
Is the Reddit crowd more bullish on Morningstar than on the market?
MORN reads 78% bullish, 25 points above the market (53%). Over 90 days the gap has run from -21 to +36 points.
- MORN
- 78%
- bullish, 9 Nov
- Market
- 53%
- bullish, all Reddit, 9 Nov
- Gap
- +25 pts
- MORN against market
Where Morningstar (MORN) is discussed
30 days
| Community | Share | Mentions | Net sentiment |
|---|---|---|---|
| r/etfs | 42% | 22 | +0.08 |
| r/wallstreetbets | 33% | 17 | +0.09 |
| r/stocks | 10% | 5 | +0.09 |
| r/investing | 8% | 4 | +0.00 |
| r/asx | 4% | 2 | +0.00 |
| r/asx_bets | 2% | 1 | +0.07 |
| r/ausfinance | 2% | 1 | +0.04 |
Moves with Morningstar (MORN)
Tickers whose daily Reddit volume rose and fell with Morningstar (MORN)'s. Co-discussion, not price.
SKM +0.60VATE +0.55BBW +0.52TER −0.52DASH +0.51CART +0.51
How closely daily Reddit mention counts rose and fell together over the last 30 days (31 daily observations), Method
Morningstar (MORN): frequently asked questions
What did Morningstar shares close at?
Morningstar closed at 244.20 USD on 6 Nov 2026, down 1.24% on the close before. That is the end-of-day price from Finazon, not a live quote.
What is Morningstar’s market cap?
Morningstar is worth 9.1B USD by market value as of 6 Nov 2026, which is the share price times the shares on issue from its SEC filings.
What is Morningstar’s P/E ratio?
Morningstar has a price-to-earnings ratio of 21.4, as of 6 Nov 2026: the share price divided by what the company earned per share over the last four reported quarters. A higher number means the market pays more for each dollar of earnings.
What is Morningstar’s revenue?
Morningstar reported revenue of 2.4B USD for the year ended 31 Dec 2025, as filed with the SEC. See Filings
Have Morningstar insiders bought or sold shares recently?
In the 90 days to 10 Nov 2026, Morningstar insiders reported 14 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 18 May 2026, show no open-market purchase. A further 4 filings were grants, awards, gifts or exercises rather than open-market trades. See Insiders
Which funds own Morningstar?
10 of the 45 funds we track reported a Morningstar position for the quarter ended 30 Jun 2026, per their SEC Form 13F filings. The largest reported positions were AQR Capital Management, Two Sigma Investments and Renaissance Technologies. See Funds
Have members of Congress traded Morningstar?
Yes. 6 trades in Morningstar appear in the congressional disclosures we hold; the latest is a sale by April McClain Delaney (House, MD) dated 6 May 2026, filed 5 Jun 2026. Amounts are disclosed as ranges, and a filing can follow the trade by up to 45 days. See Congress
When did Morningstar last report earnings?
Morningstar last reported earnings on 30 Sep 2026 for Q3 2026, with EPS of 3.06 USD; no next date is announced in SEC filings yet. See Filings
What is Reddit saying about Morningstar?
Morningstar was mentioned 9 times in the last 7 days across the finance subreddits we track, and 52 times over the trailing 30 days. Of the 52 mentions scored for sentiment, 62% read bullish and 10% bearish. That is a social signal, not investment advice. See Reddit
Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.
References
- Finazonprior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source
- TradingViewthe price chart widget, drawn by TradingView from their own data
- RedditReddit ingest across the tracked finance subreddits
- SEC EDGARForm 4 filings (insider transactions)
- SEC EDGAR13F filings
- House disclosuresU.S. House of Representatives financial disclosures
- SECSEC fails-to-deliver (CNS) data
- SEC EDGARXBRL company facts, latest period ended 30 Sep 2026
- SEC EDGARreported earnings figures and scheduled report dates
- SEC EDGARValuation computed from SEC EDGAR filings