AlphaYou
Overview
Smart money at a glance
Filings to Oct 2, 2026Net selling: insiders sold $20.7M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $6K to $90K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$20.7M netNet selling
- CongressSTOCK Act, last 180 days
- -$6K to -$90K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 3 added, 1 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Market overview
Fundamentals Oct 1- Open
- $185.01
- 52-wk high
- $227.06
- High
- $190.93
- 52-wk low
- $141.06
- Low
- $185.01
- Prev close
- $186.35
- Mkt cap
- $7.13B
- P/E
- 17.7x
- Volume
- 242.3K
- Fwd P/E
- 19.8x
- Beta
- 1.00
- Div yield
- 1.05%
- P/S
- 2.8x
- P/B
- 7.2x
- Profit margin
- +16.4%
- Op margin
- +24.2%
- ROE
- +32.0%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about MORN filings
Are insiders buying or selling Morningstar Inc (MORN) stock?
Net selling: insiders sold $20.7M and bought $0 of MORN stock on the open market in the 90 days to Oct 2, 2026, according to SEC Form 4 filings. $20.5M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Mansueto, Joseph D (Executive Chairman), who sold $20.5M. The latest filing was on Aug 24, 2026.
Which members of Congress have traded MORN recently?
Rep. April McClain Delaney (D) sold $1K to $15K on May 6, 2026, disclosed 30 days later. Rep. April McClain Delaney (D) sold $1K to $15K on May 4, 2026, disclosed 32 days later. Rep. April McClain Delaney (D) sold $1K to $15K on Apr 30, 2026, disclosed 6 days later. Rep. April McClain Delaney (D) sold $1K to $15K on Apr 17, 2026, disclosed 19 days later. In total, 1 member disclosed 6 MORN trades with trade dates in the last 180 days, filed a median 20 days after trading.
How current is this MORN smart-money data?
This summary uses filings available on Oct 2, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- BC
Baron Capital
$417.5M
added
- AQ
AQR
$98.3M
added
Sells/Trims (1)
- P7
Point72
$23.8M
trimmed
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in MORN right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 14.9% below what analysts expected.
Last report
Jul 29, 2026
Period ending
Jun 30, 2026
Earnings per share
$2.82 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 29, 2026 | $2.40 / $2.82Alpha Vantage | -14.89% miss | Unavailable | Unavailable |
| Mar 31, 2026 | Apr 29, 2026 | $3.18 / $2.66Alpha Vantage | +19.55% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Feb 12, 2026 | $2.71 / $2.17Alpha Vantage | +24.88% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 29, 2025 | $2.55 / $2.42Alpha Vantage | +5.37% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 30, 2025 | $2.40 / $2.19Alpha Vantage | +9.59% beat | Unavailable | Unavailable |
| Mar 31, 2025 | Apr 30, 2025 | $2.23 / $2.06Alpha Vantage | +8.25% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Feb 26, 2025 | $2.71 / $2.06Alpha Vantage | +31.51% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 23, 2024 | $2.00 / $2.00Alpha Vantage | +0.00% in line | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Nov 4, 2026, in 33 days
Estimates as of Sep 29, 2026
EPS expected
$2.88 to $3.06
Revenue expected
2 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $617.4M | $641.1M | $644.8M | $663.2M |
| Cost of what it sold | $241.7M | $249.2M | $238.9M | $239.3M |
| Gross profit | $375.7M | $391.9M | $405.9M | $423.9M |
| What it spent | ||||
| Sales and admin | $85.9M | $89.6M | $84.0M | $98.5M |
| Other operating costs | $162.0M | $142.7M | $166.0M | $164.8M |
| Total operating expenses | $247.9M | $232.3M | $250.0M | $263.3M |
| What was left | ||||
| Operating profit | $127.8M | $159.6M | $155.9M | $160.6M |
| Interest on debt | $9.4M | $11.4M | $15.6M | $17.1M |
| Profit before tax | $123.0M | $151.5M | $141.7M | $147.0M |
| Tax | $31.4M | $36.4M | $34.6M | $38.3M |
| Net profit | $91.6M | $115.1M | $107.1M | $107.8M |
| EBITDA | $179.5M | $209.4M | $209.1M | $214.1M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
40 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is mixed
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