Morningstar’s executive chairman Joseph Mansueto sells $1.44 million in stock

Published 28/02/2025, 22:40
Morningstar’s executive chairman Joseph Mansueto sells $1.44 million in stock

Joseph Mansueto, the Executive Chairman of Morningstar , Inc. (NASDAQ:MORN), recently sold shares of the company’s common stock valued at approximately $1.44 million. According to the SEC filing, the transactions occurred over two days, February 26 and 27, 2025, with the stock prices ranging from $319.097 to $325.585 per share. The sales were executed near the stock’s current trading level of $313.72, with the company currently valued at $13.39 billion. According to InvestingPro analysis, Morningstar’s stock is trading near its Fair Value.

The sales were executed under a Rule 10b5-1 trading plan, which Mansueto adopted in November 2023. Following these transactions, Mansueto holds over 10 million shares directly, with additional shares held indirectly through trusts. This activity is part of Mansueto’s ongoing management of his investment in the company he founded. The company maintains strong financial health, having raised its dividend for 4 consecutive years with a current yield of 0.58%. InvestingPro subscribers can access 8 additional key insights about Morningstar’s financial performance and valuation metrics.

In other recent news, Morningstar, Inc. has announced a strategic partnership with SS&C Technologies, integrating Morningstar’s Direct Advisory Suite with SS&C’s Black Diamond (NASDAQ:CLAR) Wealth Platform. This collaboration aims to enhance advisor productivity and client engagement by providing advanced investment planning and reporting capabilities. Additionally, Morningstar has disclosed a new filing with the Securities and Exchange Commission, which includes a comprehensive Investor Q&A. This filing reflects Morningstar’s commitment to transparency and outlines potential risks such as cybersecurity threats and regulatory changes.

Furthermore, Morningstar has appointed Michael Holt as its new Chief Financial Officer, effective January 1, 2025. Holt, who has been with the company since 2008, will succeed Jason Dubinsky and will lead Morningstar’s global finance organization. Morningstar’s CEO, Kunal Kapoor, expressed confidence in Holt’s ability to support the company’s growth and value creation. Holt’s previous roles include Chief Strategy Officer and President of the Research and Investments group, where he contributed to shaping the company’s revenue profile and capabilities. These developments highlight Morningstar’s ongoing strategic initiatives and leadership changes.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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