Congress trades
Morningstar, Inc. (MORN)
About Morningstar, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Chief executive
- Kunal Kapoor
- Employees
- 10,973
- Listed since
- May 3, 2005
- Market value
- $7.4B
- Price to earnings
- 18.7
- Earnings per share
- $11.15
- Dividend yield
- 0.99%
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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 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 2025 proxy statement, current executives only. 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 | Change | Of company |
|---|---|---|---|---|
| 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 LLC | $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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in MORN
12 disclosures of 12 on record · median 30d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +17.9%S&P +6.3% · vs S&P 500 +11.6% | May 4, 2026 | Jun 5, 2026 | 32d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +17.9%S&P +4.1% · vs S&P 500 +13.9% | May 6, 2026 | Jun 5, 2026 | 30d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +9.5%S&P +8.9% · vs S&P 500 +0.7% | Apr 16, 2026 | May 6, 2026 | 20d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +7.3%S&P +7.5% · vs S&P 500 -0.3% | Apr 17, 2026 | May 6, 2026 | 19d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +22.2%S&P +11.5% · vs S&P 500 +10.6% | Feb 19, 2026 | Mar 10, 2026 | 19d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +19.5%S&P +10.5% · vs S&P 500 +9.0% | Feb 6, 2026 | Mar 10, 2026 | 32d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | +14.7%S&P +10.1% · vs S&P 500 +4.6% | Feb 25, 2026 | Mar 10, 2026 | 13d |
| April McClain DelaneyDependent child | Stock | Sale | $1,001 - $15,000 | -8.3%S&P +10.3% · vs S&P 500 -18.6% | Jan 15, 2026 | Feb 2, 2026 | 18d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -26.9%S&P +21.0% · vs S&P 500 -47.9% | Aug 4, 2025 | Sep 12, 2025 | 39d |
| April McClain DelaneyDependent child | Stock | Purchase | $15,001 - $50,000 | -26.9%S&P +21.0% · vs S&P 500 -47.9% | Aug 2, 2025 | Sep 2, 2025 | 31d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -28.6%S&P +21.5% · vs S&P 500 -50.1% | Jul 22, 2025 | Aug 13, 2025 | 22d |
| Nancy PelosiSpouse | Stock | Sale | $100,001 - $250,000 | +38.1%S&P +161.2% · vs S&P 500 -123.0% | May 8, 2020 | Jun 9, 2020 | 32d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 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 Sep 10, 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, 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 Sep 10, 2026. The largest 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 30 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 Sep 10, 2026.