Morningstar Inc (NASDAQ: MORN) is 4.56% higher on its value in year-to-date trading and has touched a low of $250.34 and a high of $365.00 in the current 52-week trading range. The question becomes, what are the chances the stock will continue to grow shareholders’ wealth in the market. Here’s what analysts think will happen to its price in the coming time. The MORN stock was last observed hovering at around $310.5 in the last trading session, with the day’s gains setting it 0.79%.
Currently trading at $311.29, the stock is 1.43% and 2.87% above its SMA20 and SMA50 respectively. However, with a daily trading volume of 0.17 million and changing 0.25% at the moment leaves the stock -2.02% off its SMA200. MORN registered -7.56% loss for a year compared to 6-month loss of -7.81%. The firm has a 50-day simple moving average (SMA 50) of $302.6056 and a 200-day simple moving average (SMA200) of $317.6917.
The stock witnessed a 0.99% gain in the last 1 month and extending the period to 3 months gives it a 3.12%, and is 0.24% up over the last 5 days. If we measure the stock’s price variations over the week and the month, we find that the volatility rates stand at 1.81% over the week and 2.12% over the month.
Morningstar Inc (MORN) has around 11085 employees, a market worth around $13.15B and $2.31B in sales. Current P/E ratio is 34.95 and Fwd P/E is 29.89. Profit margin for the company is 16.60%. Distance from 52-week low is 24.35% and -14.72% from its 52-week high. The company has generated returns on investments over the last 12 months (14.92%).
The EPS is expected to grow by 13.99% this year
613.0 institutions hold shares in Morningstar Inc (MORN), with institutional investors hold 110.61% of the company’s shares. The shares outstanding are 42.50M, and float is at 24.92M with Short Float at 2.25%. Institutions hold 60.90% of the Float.
The top institutional shareholder in the company is VANGUARD GROUP INC with over 2.74 million shares valued at $810.09 million. The investor’s holdings represent 6.3976 of the MORN Shares outstanding. As of 2024-06-30, the second largest holder is BLACKROCK INC. with 2.54 million shares valued at $750.47 million to account for 5.9268 of the shares outstanding. The other top investors are SELECT EQUITY GROUP, L.P. which holds 2.43 million shares representing 5.6877 and valued at over $720.2 million, while MORGAN STANLEY holds 4.7202 of the shares totaling 2.02 million with a market value of $597.69 million.
Morningstar Inc (MORN) Insider Activity
The most recent transaction is an insider sale by Mansueto Joseph D, the company’s Executive Chairman. SEC filings show that Mansueto Joseph D sold 7,250 shares of the company’s common stock on May 22 ’25 at a price of $306.43 per share for a total of $2.22 million. Following the sale, the insider now owns 9.43 million shares.
Morningstar Inc disclosed in a document filed with the SEC on May 23 ’25 that Mansueto Joseph D (Executive Chairman) sold a total of 1,296 shares of the company’s common stock. The trade occurred on May 23 ’25 and was made at $305.80 per share for $0.4 million. Following the transaction, the insider now directly holds 9.43 million shares of the MORN stock.
Still, SEC filings show that on May 27 ’25, Mansueto Joseph D (Executive Chairman) disposed off 1,246 shares at an average price of $306.52 for $0.38 million. The insider now directly holds 9,427,836 shares of Morningstar Inc (MORN).
