Morningstar Inc. (MORN) reported fourth-quarter 2025 results with revenue of $641.1 million, up 8.48% year-over-year but slightly below the consensus of $647.1 million. Diluted earnings per share rose to 2.83, a 4.43% increase versus the prior year and above the estimate of 2.346.
Cash flow strength stood out in the quarter, helping offset pressure on operating margins.
Overall, Morningstar's fourth-quarter results show revenue growth and an EPS beat alongside stronger operating cash flow, while operating profit and net income declined slightly year-over-year.
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 98 times in the past 6 months. Of those trades, 0 have been purchases and 98 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 97 sales selling 178,879 shares for an estimated $39,622,118.
- CAROLINE J TSAY sold 600 shares for an estimated $131,090
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Morningstar Inc. Hedge Fund Activity
We have seen 253 institutional investors add shares of Morningstar Inc. stock to their portfolio, and 270 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SELECT EQUITY GROUP, L.P. added 990,401 shares (+89.0%) to their portfolio in Q3 2025, for an estimated $229,782,936
- BANK OF AMERICA CORP /DE/ removed 752,469 shares (-82.5%) from their portfolio in Q3 2025, for an estimated $174,580,332
- MILLENNIUM MANAGEMENT LLC removed 512,417 shares (-63.2%) from their portfolio in Q3 2025, for an estimated $118,885,868
- AQR CAPITAL MANAGEMENT LLC added 314,275 shares (+106.9%) to their portfolio in Q3 2025, for an estimated $72,914,942
- WASATCH ADVISORS LP removed 272,916 shares (-42.3%) from their portfolio in Q3 2025, for an estimated $63,319,241
- VANGUARD GROUP INC removed 235,971 shares (-9.0%) from their portfolio in Q4 2025, for an estimated $51,278,858
- WELLINGTON MANAGEMENT GROUP LLP removed 168,015 shares (-21.5%) from their portfolio in Q3 2025, for an estimated $38,981,160
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Morningstar Inc. Government Contracts
We have seen $5,865,010 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 SUBSCRIPTIONS: $435,500
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 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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 sold up to $15,000 on 01/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Morningstar Inc. Analyst Ratings
Wall Street analysts have issued reports on $MORN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 10/30/2025
To track analyst ratings and price targets for Morningstar Inc., check out Quiver Quantitative's $MORN forecast page.
