Morningstar executive chairman Mansueto sells $4.7m in stock

Published 14/08/2025, 23:50
Morningstar executive chairman Mansueto sells $4.7m in stock

Joseph D. Mansueto, Executive Chairman of Morningstar, Inc. (NASDAQ:MORN), sold 18,384 shares of common stock between August 12 and August 14, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The sales, executed under a pre-arranged 10b5-1 trading plan, resulted in total proceeds of approximately $4.7 million. The $10.9 billion market cap company has shown strong fundamentals with a perfect Piotroski Score of 9, according to InvestingPro data.

The transactions occurred at prices ranging from $254.7942 to $260.8244. The stock is currently trading near its 52-week low of $250.34, having declined about 23% year-to-date. InvestingPro analysis suggests the stock is currently undervalued, with 8 additional exclusive insights available to subscribers.

Following these transactions, Mansueto directly owns 9,361,981 shares of Morningstar . He also indirectly owns 5,336,106 shares held in grantor retained annuity trusts and 150,000 shares held in trusts for the benefit of his children.

In other recent news, Morningstar, Inc. has announced a quarterly dividend of 45.5 cents per share. This dividend matches the amount paid in April, demonstrating consistency in the company’s dividend policy. The dividend is scheduled to be paid on July 31, 2025, to shareholders who are on record as of July 11, 2025. This announcement reflects Morningstar’s ongoing commitment to returning value to its shareholders. The declaration was made by the company’s board of directors, as stated in their press release. These recent developments highlight Morningstar’s current financial strategies and shareholder relations.

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