Congress trades
Morningstar, Inc. (MORN)
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About Morningstar, Inc.
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Chief executive
- Kunal Kapoor
- Employees
- 10,973
- Listed since
- May 3, 2005
- Market value
- $8.4B
- Price to earnings (12 mo)
- 21.2
- Net income per share, as reported (12 mo)
- $11.15
- Dividend yield
- 0.89%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $3.10 | $2.83 | $663.2M | $649.7M | EPS beatRevenue beat |
| Q1 FY2026reported Apr 29, 2026 | $3.18 | $2.41 | $644.8M | $626.9M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 12, 2026 | $2.71 | $2.36 | $641.1M | $634.4M | EPS beatRevenue in line |
| Q3 FY2025reported Oct 29, 2025 | $2.55 | $2.34 | $617.4M | $634.4M | EPS beatRevenue miss |
| Q2 FY2025reported Jul 30, 2025 | $2.40 | $2.21 | $605.1M | $605.8M | EPS beatRevenue in line |
| Q1 FY2025reported Apr 30, 2025 | $2.23 | $2.06 | $581.9M | $585.8M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 27, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Kunal KapoorChief Executive Officer | $650K | $6.3M | $2.2M | $9.1M |
| Michael HoltChief Financial Officer | $450K | $1.1M | $895K | $2.5M |
| Joe MansuetoExecutive Chairman | $100K | $0 | $5K | $105K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BAMCO Inc | $545.9M | 3,499,146 | +360.7% | 9.26% |
| BlackRock, Inc. | $324.8M | 2,081,736 | -11.0% | 5.51% |
| Wellington Management Group LLP | $232.9M | 1,493,037 | -10.2% | 3.95% |
| Morgan Stanley | $231.6M | 1,484,135 | -14.2% | 3.93% |
| AQR Capital Management LLCCliff Asness | $203.5M | 1,304,388 | +109.2% | 3.45% |
| Vanguard Portfolio Management LLC | $148.2M | 950,075 | -9.7% | 2.51% |
| Vanguard Capital Management LLC | $139.5M | 894,406 | -9.6% | 2.37% |
| State Street Corp | $111.8M | 716,473 | -2.6% | 1.90% |
| Geode Capital Management, LLC | $90.2M | 578,315 | -3.5% | 1.53% |
| Dimensional Fund Advisors LP | $87.7M | 561,857 | +8.5% | 1.49% |
| Los Angeles Capital Management LLC | $87.1M | 557,955 | -13.5% | 1.48% |
| Two Sigma Investments, LP | $75.6M | 484,249 | -43.7% | 1.28% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in MORN
12 disclosures of 12 on record · median 26d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +34.1%After the saleS&P 500 +5.8% · +28.3 pts vs S&P 500 | May 4, 2026 | Jun 5, 2026 | 32d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +34.1%After the saleS&P 500 +3.6% · +30.6 pts vs S&P 500 | May 6, 2026 | Jun 5, 2026 | 30d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +24.6%After the saleS&P 500 +8.3% · +16.3 pts vs S&P 500 | Apr 16, 2026 | May 6, 2026 | 20d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +22.0%After the saleS&P 500 +7.0% · +15.0 pts vs S&P 500 | Apr 17, 2026 | May 6, 2026 | 19d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +35.9%After the saleS&P 500 +10.0% · +25.9 pts vs S&P 500 | Feb 6, 2026 | Mar 10, 2026 | 32d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +39.0%After the saleS&P 500 +11.0% · +28.0 pts vs S&P 500 | Feb 19, 2026 | Mar 10, 2026 | 19d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +30.4%After the saleS&P 500 +9.6% · +20.9 pts vs S&P 500 | Feb 25, 2026 | Mar 10, 2026 | 13d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +4.3%After the saleS&P 500 +9.7% · -5.4 pts vs S&P 500 | Jan 15, 2026 | Feb 2, 2026 | 18d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -16.8%After the saleS&P 500 +20.4% · -37.2 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| April McClain DelaneyDependent child | Stock | Purchase | $15,001 - $50,000 | -16.8%S&P 500 +20.4% · -37.2 pts vs S&P 500 | Aug 2, 2025 | Sep 2, 2025 | 31d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -18.8%S&P 500 +20.9% · -39.7 pts vs S&P 500 | Jul 22, 2025 | Aug 13, 2025 | 22d |
| Nancy PelosiSpouse | Stock | Sale | $100,001 - $250,000 | +57.1%After the saleS&P 500 +159.9% · -102.8 pts vs S&P 500 | May 8, 2020 | Jun 9, 2020 | 32d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in MORN, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 25, 20261 member reports a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Nancy Pelosi | Democrat · House | $100,001 - $250,000 | 0.1% |
Estimate, as of Oct 25, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded MORN?
April McClain Delaney, Lisa C. McClain and Nancy Pelosi disclosed MORN transactions in the filings shown here.
Which members of Congress hold MORN?
1 member of Congress reports a position in MORN in the estimate we hold as of Oct 25, 2026. The estimated position belongs to Nancy Pelosi. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are MORN trades disclosed?
Congressional disclosures took a median of 26 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.