SecBot

SecBot
Nasdaq· Investment Advice· Inc. IL· CIK 0001289419

MORN

Morningstar, Inc.
$183.55 ▼ -4.01%
Prev close $191.21
Market cap$7.1B
ConsensusBuy
12-mo target$236.67 (+28.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)30 New Institutional Positions20 Institutional Exits Traditional Finance
Snapshot
The big-picture read on MORN right now — valuation, ownership and activity at a glance.
Market Cap
$7.1B
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$3.2B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $14.3M sell
Insider Net $
-$14.3M
SEC Reports
12
Congressional
6 trades
Price chart 30d -14.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: MORN — 0.4M shares, 24,015 trades
Week starting 2026-09-07. Total ATS volume: 379,332 shares across 24,015 trades.
Sep 1, 2026 Insider
Wiersema Conan surrendered for taxes 29 shares
CAO & PAO @ $218.94 ($6.3K)
Sep 1, 2026 Insider
Holt Michael surrendered for taxes 54 shares
Chief Financial Officer @ $218.94 ($11.8K)
Aug 24, 2026 Insider
Mansueto Joseph D sold 1,181 shares
Executive Chairman @ $217.26 ($256.6K)
Aug 12, 2026 SEC
Executive Chairman Joseph Mansueto sold ~$5.0M of MORN stock over a 7-day window, representing ~0.07% of the $7.3B marke
CLUSTER — Impact 3/10
Aug 7, 2026 SEC
Executive Chairman Joseph Mansueto sold approximately $5.9M worth of MORN shares across a 5-day cluster, alongside a Dir
CLUSTER — Impact 3/10
Aug 6, 2026 SEC
Executive Chairman Joseph Mansueto and a director sold a combined ~$207K in open-market sales over a short window. Mansu
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
BAMCO INC /NY/ — DOUBLED
3,499,146 shares ($545.9M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 78% rate it Buy or better · 9 analysts
Strong Buy 2 22% Buy 5 56% Hold 2 22% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Jul 7, 2026UBSMAINTAINBuy 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20262520078%
Aug 1, 20262520078%
Jul 1, 20262520078%
Jun 1, 20262520078%
May 1, 20262520078%
Apr 1, 20262520078%
Mar 1, 20262520078%
Feb 1, 20262520078%
Price targets
Where 3 covering analysts think MORN trades over the next 12 months.
$236.67 +28.9% upside Strong Buy
Current$183.55 Low$220.00 Median$230.00 High$260.00 3 analysts
$220.00$260.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 12 neutral · avg impact 2.3/10.
NEUTRALCLUSTER3/10
Executive Chairman Joseph Mansueto sold ~$5.0M of MORN stock over a 7-day window, representing ~0.07
Aug 12, 2026
NEUTRALCLUSTER3/10
Executive Chairman Joseph Mansueto sold approximately $5.9M worth of MORN shares across a 5-day clus
Aug 7, 2026
NEUTRALCLUSTER2/10
Executive Chairman Joseph Mansueto and a director sold a combined ~$207K in open-market sales over a
Aug 6, 2026
NEUTRAL8-K2/10
Morningstar filed an 8-K under Regulation FD disclosing its Investor Q&A document. The Q&A provides
Jun 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MORN — 0.4M shares, 24,015 trades
Week starting 2026-09-07. Total ATS volume: 379,332 shares across 24,015 trades.
Aug 31, 2026
dark_pool
Dark Pool: MORN — 0.4M shares, 21,397 trades
Week starting 2026-08-31. Total ATS volume: 398,230 shares across 21,397 trades.
Aug 27, 2026
ftd
FTD: MORN — 3,594 shares ($0.8M) failed to deliver
Settlement: 20260827, Price: $212.44, FTD Value: $763,509.36, MORNINGSTAR INC COM
Aug 24, 2026
dark_pool
Dark Pool: MORN — 0.4M shares, 15,734 trades
Week starting 2026-08-24. Total ATS volume: 401,097 shares across 15,734 trades.
Aug 17, 2026
dark_pool
Dark Pool: MORN — 0.4M shares, 20,900 trades
Week starting 2026-08-17. Total ATS volume: 426,012 shares across 20,900 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.97$2.88–$3.0616.5%+2.3%2↑ 0↓$0.7B2
Next Q$3.06$2.97–$3.1513.0%+2.7%2↑ 0↓$0.7B2
Current FY$12.32$12.14–$12.4924.9%+3.3%3↑ 0↓$2.6B3
Next FY$13.94$13.28–$14.8513.2%+3.6%3↑ 0↓$2.8B3
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.969—
7d ago$2.969—
30d ago$2.901+0.068
60d ago$2.906+0.064
90d ago$2.906+0.064
Institutional ownership
Which big funds own MORN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.2B total value (20,675,692 shares) as of 2026-Q2. Top holders: BAMCO, BlackRock,, WELLINGTON. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BAMCO INC /NY/3,499,146$545.9M16.9%DOUBLED +360.7%
BlackRock, Inc.2,081,736$324.8M10.1%—
WELLINGTON MANAGEMENT GROUP LLP1,493,037$232.9M7.2%—
MORGAN STANLEY1,484,135$231.6M7.2%—
AQR CAPITAL MANAGEMENT LLC1,304,388$203.5M6.3%—
VANGUARD PORTFOLIO MANAGEMENT LLC950,075$148.2M4.6%—
VANGUARD CAPITAL MANAGEMENT LLC894,406$139.5M4.3%—
STATE STREET CORP716,473$111.8M3.5%—
GEODE CAPITAL MANAGEMENT, LLC578,315$90.2M2.8%—
DIMENSIONAL FUND ADVISORS LP561,857$87.7M2.7%—
Recent position changes
FundActionPrevCurrentChangeValue
BAMCO INC /NY/DOUBLED759,5153,499,146+360.7%$545.9M
JANE STREET GROUP, LLCADD333,861431,301+29.2%$67.3M
RENAISSANCE TECHNOLOGIES LLCTRIM448,870238,770-46.8%$37.3M
JPMORGAN CHASE & COTRIM430,056236,316-45.0%$37.0M
Bank of New York Mellon CorpADD175,006232,481+32.8%$36.3M
UBS Group AGDOUBLED69,942209,075+198.9%$32.6M
FMR LLCADD106,705180,968+69.6%$28.2M
MILLENNIUM MANAGEMENT LLCTRIM323,006162,620-49.7%$25.4M
BROOKFIELD Corp /ON/NEW—156,792—$24.5M
NORGES BANKNEW—155,686—$24.3M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 50 transactions. Net -$14.3M — $0.00 bought, $14.3M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 1, 2026Wiersema ConanCAO & PAOTAX W/H29$218.94$6.3K
Sep 1, 2026Holt MichaelChief Financial OfficerTAX W/H54$218.94$11.8K
Aug 24, 2026Mansueto Joseph DExecutive ChairmanSELL1,181$217.26$256.6K
Aug 24, 2026Mansueto Joseph DExecutive ChairmanSELL1,740$218.43$380.1K
Aug 24, 2026Mansueto Joseph DExecutive ChairmanSELL226$221.12$50.0K
Aug 24, 2026Mansueto Joseph DExecutive ChairmanSELL978$219.44$214.6K
Aug 24, 2026Mansueto Joseph DExecutive ChairmanSELL220$216.01$47.5K
Aug 24, 2026Mansueto Joseph DExecutive ChairmanSELL1,314$220.42$289.6K
Aug 24, 2026Mansueto Daniel10%+ OwnerJ376,969——
Aug 21, 2026Mansueto Joseph DExecutive ChairmanSELL3,827$216.70$829.3K
Congressional trades
MORN trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 6 sells
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)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MORN.
Shares short
1,434,731
Settlement Sep 15, 2026
Change vs prior
+2.8%
Semi-monthly cycle
Days to cover
5.0
At avg daily volume
Of shares outstanding
≈3.8%
Estimate — not % of float
All MORN filing & press-release reports (12)