Factor Model (net +1.1)
Factor Model
net +1.1
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Analysis pending — waiting for first signal cycle.
Evidence
7d ago
Insider buy by HOLT MICHAEL CFA (MORN): $186,590
13d ago
Morningstar claimed XOVR ETF had undisclosed fees and a stale NAV. I checked the SEC filings. Wrong.
reddit-investing
Fundamentals & Data ▾
Morningstar, Inc.
Financial Services · Financial Data & Stock Exchanges
Mkt Cap
$7B
P/E
19.9 fwd 13.6
Beta
1.11
Div Yield
113.00%
52w Range
$149.08 - $316.71
Short Interest
1.5M 6.34%
Days to Cover
2.4 +6%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+5.7%
Insiders
selling
0B / 5S
EPS Estimate
$2.66
+0.3% 30d
1up / 0dn
Est. Dispersion
3%
2 analysts
Analyst Target
$250
$205 - $280
Options P/C
2.50
Insider Cluster
strong sell
1B / 2S (officer)
Fund Convergence
strong
D.E. Shaw, Two Sigma, Renaissance, Citadel
Financials
Revenue
$641M +8% YoY
FCF
$161M
Gross Margin
61%
Op Margin
21%
Momentum:
accelerating
Top Holders
D.E. Shaw
$247M
Two Sigma
$77M
Renaissance
$70M
Citadel
$2M
Recent Filings & Data
insider trade
150
net selling
· $257,177,489 sold
· $186,590 bought
14 insiders · 150 transactions (30d)
Recent transactions
DUNN DANIEL JOSEPH · other
HOLT MICHAEL CFA · buy · $186,590
MANSUETO JOSEPH D · sell · $569,191
MANSUETO JOSEPH D · sell · $2,607,117
WIERSEMA CONAN · award
HOLT MICHAEL CFA · award
MANSUETO JOSEPH D · sell · $2,351,702
MANSUETO JOSEPH D · sell · $2,239,664
MANSUETO JOSEPH D · sell · $2,244,995
MANSUETO JOSEPH D · sell · $2,206,244
MANSUETO JOSEPH D · sell · $796,106
MANSUETO JOSEPH D · sell · $3,585,120
MANSUETO JOSEPH D · sell · $173,443
TSAY CAROLINE J · sell · $131,090
MANSUETO JOSEPH D · other
MANSUETO JOSEPH D · sell · $341,059
MANSUETO JOSEPH D · sell · $3,060,315
MANSUETO JOSEPH D · sell · $3,027,194
MANSUETO JOSEPH D · sell · $1,712,512
DUNN DANIEL JOSEPH · other
KAPOOR KUNAL · other
WIERSEMA CONAN · award
WIERSEMA CONAN · other
HOLT MICHAEL CFA · other
MANSUETO JOSEPH D · sell · $3,033,380
MANSUETO JOSEPH D · sell · $4,660,150
MANSUETO JOSEPH D · sell · $2,396,136
MANSUETO JOSEPH D · sell · $3,015,197
MANSUETO JOSEPH D · sell · $3,100,450
MANSUETO JOSEPH D · sell · $4,066,227
MANSUETO JOSEPH D · sell · $5,628,279
MANSUETO JOSEPH D · sell · $4,756,217
MANSUETO JOSEPH D · sell · $5,501,478
MANSUETO JOSEPH D · sell · $3,041,438
MANSUETO JOSEPH D · other
MANSUETO JOSEPH D · sell · $2,999,842
MANSUETO JOSEPH D · sell · $3,828,861
DUNN DANIEL JOSEPH · other
MANSUETO JOSEPH D · sell · $4,462,841
KAPOOR KUNAL · other
TSAY CAROLINE J · sell · $61,968
WIERSEMA CONAN · other
HOLT MICHAEL CFA · other
FRANCIS CHERYL A · award
KAPLAN STEVEN N · award
DUNN DANIEL JOSEPH · award
LYONS WILLIAM M · award
KAPOOR KUNAL · award
LANDIS GAIL S · award
TSAY CAROLINE J · award
DIAMONTE ROBIN · award
JOYNT STEPHEN · award
SUTTON DONIEL N. · award
WIERSEMA CONAN · award
HOLT MICHAEL CFA · award
MANSUETO JOSEPH D · sell · $2,928,579
MANSUETO JOSEPH D · sell · $4,452,794
HOLT MICHAEL CFA · sell · $109,081
MANSUETO JOSEPH D · sell · $4,362,871
MANSUETO JOSEPH D · sell · $3,084,740
MANSUETO JOSEPH D · sell · $4,154,068
MANSUETO JOSEPH D · sell · $392,669
MANSUETO JOSEPH D · sell · $5,136,089
MANSUETO JOSEPH D · sell · $2,728,562
MANSUETO JOSEPH D · sell · $5,054,687
WIERSEMA CONAN · award
HOLT MICHAEL CFA · award
MANSUETO JOSEPH D · sell · $1,437,125
MANSUETO JOSEPH D · sell · $5,702,359
MANSUETO JOSEPH D · sell · $3,212,466
MANSUETO JOSEPH D · sell · $4,645,216
MANSUETO JOSEPH D · sell · $1,054,767
MANSUETO JOSEPH D · sell · $3,179,431
MANSUETO JOSEPH D · sell · $551,777
MANSUETO JOSEPH D · sell · $3,050,876
MANSUETO JOSEPH D · sell · $2,750,634
MANSUETO JOSEPH D · sell · $562,662
KAPOOR KUNAL · other
DUBINSKY JASON · sell · $1,137,347
MANSUETO JOSEPH D · other
MANSUETO JOSEPH D · other
MANSUETO JOSEPH D · sell · $110,395
MANSUETO JOSEPH D · sell · $6,104,855
MANSUETO JOSEPH D · sell · $6,299,723
MANSUETO JOSEPH D · sell · $4,602,013
MANSUETO JOSEPH D · sell · $3,127,631
LANDIS GAIL S · other
DUNN DANIEL JOSEPH · award
DUNN DANIEL JOSEPH · other
MANSUETO JOSEPH D · sell · $1,038,876
KAPOOR KUNAL · award
KAPOOR KUNAL · other
DUBINSKY JASON · award
DUBINSKY JASON · other
MANSUETO JOSEPH D · sell · $3,500,189
MANSUETO JOSEPH D · sell · $5,682,980
MANSUETO JOSEPH D · sell · $3,520,042
MANSUETO JOSEPH D · sell · $5,877,218
MANSUETO JOSEPH D · sell · $2,974,310
LYONS WILLIAM M · sell · $248,910
LYONS WILLIAM M · sell · $237,360
MANSUETO JOSEPH D · sell · $105,561
MANSUETO JOSEPH D · sell · $2,597,116
MANSUETO JOSEPH D · sell · $2,263,827
LYONS WILLIAM M · sell · $233,700
MANSUETO JOSEPH D · sell · $4,013,112
MANSUETO JOSEPH D · sell · $3,546,944
MANSUETO JOSEPH D · sell · $4,064,236
MANSUETO JOSEPH D · sell · $3,345,518
MANSUETO JOSEPH D · sell · $1,279,820
MANSUETO JOSEPH D · sell · $4,656,293
MANSUETO JOSEPH D · sell · $3,330,750
MANSUETO JOSEPH D · sell · $3,092,365
MANSUETO JOSEPH D · sell · $3,356,937
MANSUETO JOSEPH D · sell · $2,742,528
MANSUETO JOSEPH D · sell · $362,677
DUNN DANIEL JOSEPH · sell · $513,424
LYONS WILLIAM M · sell · $243,622
DUBINSKY JASON · sell · $1,020,380
LYONS WILLIAM M · sell · $220,658
TSAY CAROLINE J · sell · $86,124
MANSUETO JOSEPH D · sell · $2,054,174
LYONS WILLIAM M · sell · $216,802
MANSUETO JOSEPH D · sell · $3,923,937
MANSUETO JOSEPH D · sell · $1,712,986
MANSUETO JOSEPH D · sell · $70,010
MANSUETO JOSEPH D · sell · $1,842,258
MANSUETO JOSEPH D · sell · $3,890,140
MANSUETO JOSEPH D · sell · $2,853,561
DUNN DANIEL JOSEPH · award
KAPOOR KUNAL · award
KAPOOR KUNAL · other
DUBINSKY JASON · award
DUBINSKY JASON · other
MANSUETO JOSEPH D · sell · $3,268,820
FRANCIS CHERYL A · award
KAPLAN STEVEN N · award
LYONS WILLIAM M · award
LANDIS GAIL S · award
TSAY CAROLINE J · award
DIAMONTE ROBIN · award
JOYNT STEPHEN · award
SUTTON DONIEL N. · award
WIERSEMA CONAN · award
MANSUETO JOSEPH D · sell · $1,852,016
KAPLAN STEVEN N · sell · $372,662
MANSUETO JOSEPH D · sell · $3,432,675
MANSUETO JOSEPH D · sell · $2,330,767
MANSUETO JOSEPH D · sell · $4,868,580
MANSUETO JOSEPH D · sell · $4,800,991
2 signals · latest 7d ago
Get alerted when MORN changes direction
We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.