MORNMorningstar, Inc.

$204.56-12% 1Y

What is the market doing?

Mixed

No clear lean: nothing decisive, though in an uptrend.

1 good, 2 neutral
TrendUptrendderived · Oct 9, 2026

In an uptrend, above its rising 50- and 200-day averages. Price is +9% vs its 200-day average.

Insider conviction−$20.7M (90 days to Oct 8, 2026)SEC EDGAR · Oct 8, 2026

Insiders were net sellers over the 90 days ending Oct 8, 2026; selling is often routine (taxes, diversification).

Short interest3.7% of sharesFINRA · Sep 15, 2026

Moderately shorted, settled Sep 15, 2026, about a week of normal trading to cover. Up 2.8% since the previous count, down from 4.8% of shares outstanding three months ago.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

1-year returnbehind 74% of the market
vs 200-day avgbetter than 71% of the market

Where this answer is blind. Insider selling is often routine (taxes, diversification); only cluster buying is a strong tell.

How MORN is trading

Morningstar, Inc. is −12% over the past year while the S&P 500 is +18%: 31 points behind the market.

−12%

1-year return · S&P 500 +18%

vs 200-day average
+8.7%

vs 200-day average · close to trend

RSI (14)
53

RSI (14) · neutral

Below its 52-week high
13%

Below its 52-week high

Sep 18, 2024$141.84 – $354.60 · dashed line: 200-day averageOct 9, 2026
Details›
Last close2026-10-09
$204.56
1 monthS&P 500 +2.7%
+6.0%
1 yearS&P 500 +18%
−12%
5 yearsS&P 500 +88%
−23%
vs 50-day average$201.82
+1.4%
52-week high
$235.39
52-week low
$141.84
Annualised volatility
35%
Insider buying, net, 6 monthsForms 3/4/5 to 2026-10-08
−$369K
Calendar-year price return
YearReturn
2026 (year to date)−5.4%
2025−35%
2024+18%
2023+33%
2022−36%
2021+48%
2020+55%
2019+39%
2018+14%
2017+33%
Average return by calendar month, 2016–2026
MonthYearsPositiveAverage
Jan104 of 10+0.48%
Feb103 of 10−2.8%
Mar103 of 10−3.4%
Apr105 of 10+4.1%
May107 of 10+3.0%
Jun106 of 10−0.95%
Jul119 of 11+8.3%
Aug116 of 11+0.97%
Sep114 of 11−5.0%
Oct118 of 11+5.6%
Nov107 of 10+3.3%
Dec106 of 10+0.69%

End-of-day closes from IEX; the S&P 500 comparison uses SPY over the same window. Prices are a reference point, not a basis for trading decisions.