Morningstar Inc. (MORN) reported first-quarter 2026 results with total revenue of $644.8 million, up 10.8% year-over-year, and diluted earnings per share of 2.73, a 50.0% increase versus the prior year.
Cash flow and balance sheet highlights show modest operating cash growth and elevated liabilities:
Morningstar topped expectations: revenue came in above the consensus estimate of $639.4 million (roughly 0.8% higher) and EPS slightly exceeded the estimate of 2.7132 (about 0.6% above).
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Morningstar Inc. Insider Trading Activity
Morningstar Inc. insiders have traded $MORN stock on the open market 122 times in the past 6 months. Of those trades, 1 have been purchases and 121 have been sales.
Here’s a breakdown of recent trading of $MORN stock by insiders over the last 6 months:
- JOSEPH D MANSUETO (Executive Chairman) has made 0 purchases and 120 sales selling 200,000 shares for an estimated $38,019,525.
- MICHAEL HOLT (Chief Financial Officer) purchased 1,000 shares for an estimated $186,590
- CAROLINE J TSAY sold 600 shares for an estimated $131,090
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Morningstar Inc. Hedge Fund Activity
We have seen 220 institutional investors add shares of Morningstar Inc. stock to their portfolio, and 269 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SELECT EQUITY GROUP, L.P. removed 581,210 shares (-27.6%) from their portfolio in Q4 2025, for an estimated $126,302,745
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 577,532 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $125,503,478
- WELLINGTON MANAGEMENT GROUP LLP added 523,387 shares (+85.4%) to their portfolio in Q4 2025, for an estimated $113,737,228
- LIONTRUST INVESTMENT PARTNERS LLP removed 391,380 shares (-99.9%) from their portfolio in Q4 2025, for an estimated $85,050,787
- WASATCH ADVISORS LP removed 336,065 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $56,811,788
- JANE STREET GROUP, LLC added 299,672 shares (+240.5%) to their portfolio in Q4 2025, for an estimated $65,121,722
- AQR CAPITAL MANAGEMENT LLC added 292,053 shares (+48.0%) to their portfolio in Q4 2025, for an estimated $63,466,037
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Morningstar Inc. Government Contracts
We have seen $5,520,988 of award payments to $MORN over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ACCESS TO MORNINGSTAR DATA PRODUCTS: $1,070,700
- THE REQUIREMENT IS FOR ACCESS TO PITCHBOOK SOFTWARE LICENSES.: $736,287
- PITCHBOOK RENEWAL 2025: $719,821
- PITCHBOOK SUBSCRIPTION SERVICES. NEW TASK ORDER #3 - PITCHBOOK SUBSCRIPTION.: $456,500
- PITCHBOOK DATA FEED FOR COMMITTEE ON FOREIGN INVESTMENT IN THE UNITED STATES (CFIUS) AND OFFICE OF INVESTME...: $316,801
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Morningstar Inc. Congressional Stock Trading
Members of Congress have traded $MORN stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $MORN stock by members of Congress over the last 6 months:
- REPRESENTATIVE APRIL MCCLAIN DELANEY has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 02/25, 02/19, 02/06, 01/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
