Morningstar, Inc.
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No enriched coverage for $MORN in the last 7 days.
Mansueto Joseph D (Executive Chairman) sold 5,659 shares of Morningstar, Inc. (MORN) at an average of $218.84 ($216.01–$221.12, $1.24M total) across 6 trades on 2026-08-24 under a Rule 10b5-1 trading plan.
Mansueto Joseph D (Executive Chairman) sold 11,345 shares of Morningstar, Inc. (MORN) at an average of $215.09 ($212.87–$217.57, $2.44M total) across 7 trades over 2026-08-20 to 2026-08-21 under a Rule 10b5-1 trading plan.
Morningstar recommends three dividend ETFs for investors seeking stability amid market uncertainty. The firm highlights Vanguard High Dividend Yield ETF (VYM), Fidelity High Dividend ETF (FDVV), and BNY Mellon Enhanced Dividend and Income ETF (BEDY) for their strong performance and focus on steady cash flow companies. These ETFs have YTD gains of 14%, 11%, and 12% respectively, outperforming the S&P 500.
Recent MORN coverage spans insider activity, financial news and sector analysis.
In the last 30 days, MORN insiders filed 66 SEC Form 4 transactions — no purchases and 66 sales ($20.7M). The most active reporter was Mansueto Joseph D, Executive Chairman, with 65 filings. 98% of those filings were made under pre-arranged Rule 10b5-1 plans.
Minor dilution of insider ownership; unlikely to move price materially.
Insider sale suggests potential downside pressure on Morningstar stock.
Morningstar recommends three dividend ETFs for investors seeking stability amid market uncertainty. The firm highlights Vanguard High Dividend Yield ETF (VYM), Fidelity High Dividend ETF (FDVV), and BNY Mellon Enhanced Dividend and Income ETF (BEDY) for their strong performance and focus on steady cash flow companies. These ETFs have YTD gains of 14%, 11%, and 12% respectively, outperforming the S&P 500.
The sizable insider sale may signal short‑term weakness, but the pre‑arranged plan limits informational value.
Morningstar DBRS confirmed all credit ratings for Citigroup Commercial Mortgage Trust 2019-GC41 CMBS classes. Trends remain Negative for Classes C, D, E, F, X-B, X-D, and X-F, while others are Stable. DBRS cited a slight senior credit enhancement improvement after one loan repaid without loss and another defeased, plus liquidation scenarios for two specially serviced loans.
alphai scores every news story that mentions MORN with an AI model for sentiment and relevance, and aggregates insider trades from Morningstar, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Mansueto Joseph D (Executive Chairman) sold 5,659 shares of Morningstar, Inc. (MORN) at an average of $218.84 ($216.01–$221.12, $1.24M total) across 6 trades on 2026-08-24 under a Rule 10b5-1 trading plan.
1 min readMansueto Joseph D (Executive Chairman) sold 11,345 shares of Morningstar, Inc. (MORN) at an average of $215.09 ($212.87–$217.57, $2.44M total) across 7 trades over 2026-08-20 to 2026-08-21 under a Rule 10b5-1 trading plan.
1 min readMorningstar recommends three dividend ETFs for investors seeking stability amid market uncertainty. The firm highlights Vanguard High Dividend Yield ETF (VYM), Fidelity High Dividend ETF (FDVV), and BNY Mellon Enhanced Dividend and Income ETF (BEDY) for their strong performance and focus on steady cash flow companies. These ETFs have YTD gains of 14%, 11%, and 12% respectively, outperforming the S&P 500.
2 min readMansueto Joseph D (Executive Chairman) sold 21,750 shares of Morningstar, Inc. (MORN) at an average of $210.24 ($206.84–$217.01, $4.57M total) across 15 trades over 2026-08-17 to 2026-08-19 under a Rule 10b5-1 trading plan.
1 min readMorningstar DBRS confirmed all credit ratings for Citigroup Commercial Mortgage Trust 2019-GC41 CMBS classes. Trends remain Negative for Classes C, D, E, F, X-B, X-D, and X-F, while others are Stable. DBRS cited a slight senior credit enhancement improvement after one loan repaid without loss and another defeased, plus liquidation scenarios for two specially serviced loans.
4 min readMorningstar DBRS assigned Bank Iowa Corporation (BIC) a Long-Term Issuer Rating of BBB and subordinated debt BBB (low), both with Stable trends, and gave its subsidiary Bank Iowa a Long-Term Issuer Rating of BBB (high) with Stable. DBRS cited about $2.4B assets, $14.3M net income for 1H 2026, NIM 3.69%, and manageable asset quality with a $20.5M nonperforming development loan.
4 min readMorningstar DBRS said American Family Mutual Insurance will acquire Bowhead Specialty Holdings under a definitive agreement, and the deal should not change Bowhead’s credit ratings or trends. DBRS cited American Family’s improving 2025 statutory net income of $3.2B and expects broader resources and distribution. Transaction values Bowhead at about $1.2B, expected to close before end-2026.
3 min readMansueto Joseph D (Executive Chairman) sold 14,500 shares of Morningstar, Inc. (MORN) at an average of $202.40 ($197.06–$209.38, $2.93M total) across 12 trades over 2026-08-13 to 2026-08-14 under a Rule 10b5-1 trading plan.
2 min readMansueto Joseph D (Executive Chairman) sold 15,474 shares of Morningstar, Inc. (MORN) at an average of $198.67 ($194.96–$201.84, $3.07M total) across 6 trades over 2026-08-10 to 2026-08-12 under a Rule 10b5-1 trading plan.
2 min readSimply Wall St says Morningstar (MORN) reported Q2 2026 results and completed an index rebrand. It cites a 30-day share return of 21.59% and a 1-year total shareholder return down 21.70%. The article discusses valuation, citing P/E 17.9x versus fair P/E 14.7x and a DCF value of $164.06 versus $200.66.
6 min read