Morningstar, Inc.
No enriched coverage for $MORN in the last 7 days.
Mansueto Joseph D (Executive Chairman) sold 9,522 shares of Morningstar, Inc. (MORN) at an average of $199.33 ($196.16–$201.53, $1.90M total) across 6 trades over 2026-08-06 to 2026-08-07 under a Rule 10b5-1 trading plan.
Morningstar reported that U.S. sustainable funds recorded net inflows in Q2 for the first time since 2022, after 14 straight quarters of outflows. Sustainable funds domiciled in the U.S. drew nearly $3 billion, with total sustainable assets rising to $398 billion. Morningstar said inflows were driven mainly by passive strategies, while active funds saw outflows. BlackRock, Vanguard, and Morgan Stanley led.
Mansueto Joseph D (Executive Chairman) sold 21,750 shares of Morningstar, Inc. (MORN) at an average of $199.98 ($196.72–$202.51, $4.35M total) across 13 trades over 2026-08-03 to 2026-08-05 under a Rule 10b5-1 trading plan.
Recent MORN coverage spans insider activity, sector analysis and earnings.
In the last 30 days, MORN insiders filed 20 SEC Form 4 transactions — no purchases and 20 sales ($6.4M). The most active reporter was Mansueto Joseph D, Executive Chairman, with 19 filings. 95% of activity was filed under pre-arranged Rule 10b5-1 plans.
This is a disclosed insider sale, not a fundamental update, but it can affect near-term sentiment and positioning around insider activity.
Morningstar reported that U.S. sustainable funds recorded net inflows in Q2 for the first time since 2022, after 14 straight quarters of outflows. Sustainable funds domiciled in the U.S. drew nearly $3 billion, with total sustainable assets rising to $398 billion. Morningstar said inflows were driven mainly by passive strategies, while active funds saw outflows. BlackRock, Vanguard, and Morgan Stanley led.
This is a routine insider sale disclosure, not an operational or financial catalyst, but it can affect near-term sentiment and positioning.
This is a routine insider open-market sale with no 10b5-1 plan disclosed, but the disclosed size is small relative to typical company float.
Vanguard Morningstar Total Stock Market ETF (VTI) rose 1.32% to $373.06, trading about 1.11% below a model-based breakout threshold of $377.20. The model’s long-entry support is $363.93, 2.45% lower. TipRanks set a $445.61 target. Small caps led, with IWM up 1.61%.
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 9,522 shares of Morningstar, Inc. (MORN) at an average of $199.33 ($196.16–$201.53, $1.90M total) across 6 trades over 2026-08-06 to 2026-08-07 under a Rule 10b5-1 trading plan.
1 min readMorningstar reported that U.S. sustainable funds recorded net inflows in Q2 for the first time since 2022, after 14 straight quarters of outflows. Sustainable funds domiciled in the U.S. drew nearly $3 billion, with total sustainable assets rising to $398 billion. Morningstar said inflows were driven mainly by passive strategies, while active funds saw outflows. BlackRock, Vanguard, and Morgan Stanley led.
3 min readMansueto Joseph D (Executive Chairman) sold 21,750 shares of Morningstar, Inc. (MORN) at an average of $199.98 ($196.72–$202.51, $4.35M total) across 13 trades over 2026-08-03 to 2026-08-05 under a Rule 10b5-1 trading plan.
2 min readLyons William M sold 1,000 shares of Morningstar, Inc. (MORN) at $199.00 ($0.20M total) on 2026-08-03.
1 min readVanguard Morningstar Total Stock Market ETF (VTI) rose 1.32% to $373.06, trading about 1.11% below a model-based breakout threshold of $377.20. The model’s long-entry support is $363.93, 2.45% lower. TipRanks set a $445.61 target. Small caps led, with IWM up 1.61%.
4 min readMorningstar said CoreWeave (CRWV) faces long-term competitive risks as AI compute becomes more commoditized, potentially pressuring returns on heavy infrastructure capex. Bloomberg reported Meta is planning to sell excess AI compute and access to AI models, competing with AWS, Azure and neocloud providers. CoreWeave and Meta expanded a $21B AI cloud contract.
3 min readMorningstar (NASDAQ: MORN) reported Q2 CY2026 revenue of $663.2 million, up 9.6% year on year, exceeding Wall Street estimates by 2.2%, according to the company. GAAP profit was $2.83 per share, 14.6% above analysts’ consensus. The stock was flat at $199.53 after the results.
4 min readMorningstar, Inc. (MORN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991-pressrelease_06.htm EX-99.1 Document News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. Reports Second-Quarter 2026 Financial Results CHICAGO, July 29, 20
6 min readMorningstar (NASDAQ: MORN) is set to report Q2 earnings Wednesday after market hours. Last quarter, it reported revenue of $644.8 million, up 10.8% year over year, beating analysts on EBITDA and EPS. For Q2, analysts expect revenue growth of 7.2% y/y. The article cites an average analyst price target of $226 versus $182.45.
3 min readMorningstar’s Manager Research added six emerging or overlooked fund strategies to its Prospects list in the first half of 2026, including PGIM’s actively managed high-yield bond ETF PHYL and Dimensional’s short-duration bond ETF DFSD. It also graduated Ashmore Emerging Markets Equity EMFIX to full coverage and dropped Parametric Hedged Equity ETF PHEQ and American Century High Income AHIIX. Total Prospects: 52 as of July 2026.
4 min read
