Morningstar, Inc. $MORN Shares Purchased by Meeder Asset Management Inc.

12 Jan 2026, 07:32 by Scott Moore · The Cerbat Gem

Meeder Asset Management Inc. grew its stake in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 36.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 55,796 shares of the business services provider’s stock after acquiring an additional 14,812 shares during the period. Meeder Asset Management Inc. owned about 0.13% of Morningstar worth $12,945,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in MORN. Norges Bank purchased a new position in shares of Morningstar during the second quarter worth $93,224,000. AQR Capital Management LLC grew its position in Morningstar by 691.0% in the 2nd quarter. AQR Capital Management LLC now owns 293,969 shares of the business services provider’s stock valued at $92,286,000 after acquiring an additional 256,806 shares in the last quarter. Invesco Ltd. increased its stake in Morningstar by 266.5% during the second quarter. Invesco Ltd. now owns 280,923 shares of the business services provider’s stock worth $88,190,000 after purchasing an additional 204,277 shares during the period. Amundi lifted its position in shares of Morningstar by 22,716.4% during the second quarter. Amundi now owns 162,681 shares of the business services provider’s stock worth $50,512,000 after purchasing an additional 161,968 shares in the last quarter. Finally, Assenagon Asset Management S.A. acquired a new stake in shares of Morningstar during the second quarter worth about $33,098,000. 57.02% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Morningstar news, Chairman Joseph D. Mansueto sold 7,250 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $211.95, for a total transaction of $1,536,637.50. Following the sale, the chairman owned 8,693,565 shares of the company’s stock, valued at approximately $1,842,601,101.75. This trade represents a 0.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders have sold 64,350 shares of company stock valued at $13,668,311 in the last 90 days. Corporate insiders own 36.20% of the company’s stock.

Morningstar Price Performance

Morningstar stock opened at $216.82 on Monday. The stock has a market cap of $8.92 billion, a P/E ratio of 24.67 and a beta of 1.08. The company has a fifty day simple moving average of $214.36 and a 200-day simple moving average of $242.00. Morningstar, Inc. has a 12-month low of $202.89 and a 12-month high of $335.21. The company has a current ratio of 1.04, a quick ratio of 1.04 and a debt-to-equity ratio of 0.56.

Morningstar (NASDAQ:MORN – Get Free Report) last posted its earnings results on Wednesday, October 29th. The business services provider reported $2.55 EPS for the quarter, beating the consensus estimate of $2.42 by $0.13. Morningstar had a return on equity of 25.07% and a net margin of 15.70%.The firm had revenue of $617.40 million for the quarter, compared to analyst estimates of $603.29 million.

Morningstar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 2nd will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Friday, October 2nd. Morningstar’s dividend payout ratio is 22.75%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on MORN shares. UBS Group dropped their price objective on shares of Morningstar from $350.00 to $320.00 and set a “buy” rating for the company in a report on Thursday, October 30th. Wall Street Zen upgraded shares of Morningstar from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. BMO Capital Markets set a $250.00 price objective on Morningstar in a research report on Thursday, October 30th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Morningstar in a report on Monday, December 29th. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $285.00.

View Our Latest Research Report on MORN

Morningstar Company Profile

(Free Report)

Morningstar, Inc is a leading provider of independent investment research, data, and analytics, serving both individual investors and financial professionals. The company offers comprehensive coverage of financial products, including mutual funds, exchange-traded funds (ETFs), stocks, bonds and market indexes. Morningstar’s proprietary rating systems and research methodologies help clients assess the risk and return profiles of investment opportunities and make informed decisions.