MORNINGSTAR INC (MORN)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 66 sales by 2 insiders ($20.7M).

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

0 House members reported buying (0 purchases vs 4 sales).

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Financial Screens

· Growth — Revenue up every year for 5 straight years

· Greenblatt Magic Formula — High earnings yield and high return on capital together

· Dividend Growth — Dividends raised for more than 10 years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Key figures

· Growth — Latest revenue: $2.4B · 5-yr revenue CAGR: 12.0% · Straight growth years: 11

· Greenblatt Magic Formula — Earnings yield: 5.4% · Return on capital: 243.1% · Combined rank: 21

· Dividend Growth — Dividend per share: 1.87 · Dividend yield: 1.0% · Straight dividend years: 16 · 10-yr dividend growth: 110.1%

· Cash Flow (FCF) — Latest FCF: $442.6M · FCF yield: 5.6% · Positive FCF years: 3

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.62 · Operating cash flow: $314.8M · Net income: $183.0M

· Shareholder Yield — Shareholder yield: 11.0% · of which dividends: 1.0% · of which buybacks: 10.0%

· Earnings Stability — Earnings variation (CV): 0.28 · Loss years (of 10): 0 · Latest net income: $183.0M

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Politician BEST — appeared in 1 of the last 20 quarterly lists; latest 2025 Q3, ranked #44 of 50.