Morningstar, Inc. (MORN)

As of 31 August 2026, short interest in MORN is 1,395,887 shares, down 63,002 shares over the last month. Over the last 48 readings it ranged from 118,371 shares (31 October 2024) to 1,936,111 shares (29 May 2026). At the reported average volume of 280K shares a day that is 5.0 days to cover.

<iframe src="https://xoomar.com/embed/stocks/morn" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>

As of 11 September 2026, the short share of MORN volume is 62.5%, down 7.8 points over the last five sessions. Over the last 52 readings it ranged from 33.8% (2 July 2026) to 77.8% (13 August 2026). The latest reading is in line with the 30-session average of 62.3%, on 83K shares reported.

As of 5 August 2026, the fails-to-deliver balance in MORN is 395 shares, down 14,162 shares over the last settlement date. Over the last 52 readings it ranged from 1 share (23 March 2026) to 14,557 shares (29 July 2026). The latest reading sits at the bottom of that range.

Insiders at MORN reported 65 open-market sells worth $20.7M in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: Wiersema Conan (CAO & PAO) on 2026-09-01.

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.

2 Form 144 notices on file for MORN worth $20.1M at the prices reported; 2 in the last 90 days worth $20.1M. Latest: Mansueto Joseph D filed on 2026-08-03 to sell 100,000 shares ($19.9M) from 2026-08-03.

7 holders above 5% have filed on MORN, all on Schedule 13G (passive). The largest reported stake is Joseph D. Mansueto at 39.2% of the class (14,709,759 shares), filed 2026-08-05 for an event on 2026-06-30.

8 of the 30 tracked managers held MORN at their latest 13F, $356.4M in total at quarter-end prices. AQR Capital Management is the largest at $203.5M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 5 cut.

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

In Q2 2026 (quarter ended 2026-06-30) Morningstar, Inc. reported revenue of $663.2M, up 9.6% from the same quarter a year earlier (2.83 diluted EPS). In FY 2025 it generated $589.7M of operating cash flow and spent $787.0M on buybacks and $76.9M on dividends.

Quarterly, last 8 quarters

Fiscal years, with buybacks and dividends

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-24 from the cover page.