Lyons William M
Transaction: 05/27/2026
SELL
Change
-700
Price
$179.00
Filing
05/27/2026
Type
SELL
Morningstar, Inc.
MORN • Financial - Data & Stock Exchanges
$209.40
▼ -6.36 (-2.95%)
Current price
EarningsLatest report: Jun 30, 2026
FAVORABLE PROFILEAttractiveConfidence: 70%
Quantitative profile — not an investment recommendation.
Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Strong business quality with supportive growth and cash-flow evidence. Valuation still matters, but the historical ratio profile is favorable.
Market Cap
$7.24B
Growth
14.6%
Cash Flow
5/5
Trend
Stable
Evidence
Stable or improving margins · 15.3%Positive revenue growth · 10.2%Positive free cash flow · 10.56Consistent free cash flow · 5/5Weak liquidity · 0.99
Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC
Company Snapshot
Key valuation, quality, financial strength, momentum and analyst data.
Price$209.40
Change-2.95%
Market Cap$7.24B
52W Range141.49 - 276.47
Beta1.01
Gross Margin61.03%
Oper. Margin21.53%
Profit Margin15.30%
Debt/Eq1.15
Current Ratio0.99
Quick Ratio0.99
Revenue 5Y14.56%
Price$209.40
Change-2.95%
Market Cap$7.24B
52W Range141.49 - 276.47
Beta1.01
Gross Margin61.03%
Oper. Margin21.53%
Profit Margin15.30%
Debt/Eq1.15
Current Ratio0.99
Quick Ratio0.99
Revenue 5Y14.56%
Target$227.33
Target Upside8.56%
Target Median$212.00
Target Range210.00 - 260.00
Volume818.10K
Avg Volume492.35K
EPS Surprise0.77
Investment DNA
How strong this company looks for long-term investors
80
out of 100
Business Quality
Margins, moat, returns
84/100
Financial Strength
Debt, cash, stability
65/100
Growth Potential
Revenue and expansion
86/100
Price Attractiveness
Cheap or expensive today
62/100
Why this score▼
Stable or improving margins · 15.3%Positive revenue growth · 10.2%Positive free cash flow · 10.56Consistent free cash flow · 5/5Weak liquidity · 0.99
Analyst view
Analyst sentiment and price target
Analyst sentiment
No vote count available
Bullish
0
Hold
0
Bearish
0
Price Target
2026-07-31
Low
$210.00
Mean
$227.33
Median
$212.00
High
$260.00
Insider Transactions
Recent executive and insider activity
Mansueto Joseph D
Transaction: 05/22/2026
SELL
Change
-227
Price
$179.52
Filing
05/22/2026
Type
SELL
Mansueto Joseph D
Transaction: 05/21/2026
SELL
Change
-234
Price
$174.07
Filing
05/22/2026
Type
SELL
| Insider | Type | Change | Price | Transaction | Filing |
|---|---|---|---|---|---|
| Lyons William M | SELL | -700 | $179.00 | 05/27/2026 | 05/27/2026 |
| Mansueto Joseph D | SELL | -227 | $179.52 | 05/22/2026 | 05/22/2026 |
| Mansueto Joseph D | SELL | -234 | $174.07 | 05/21/2026 | 05/22/2026 |
| Mansueto Joseph D | SELL | -291 | $173.11 | 05/20/2026 | 05/20/2026 |
| Mansueto Joseph D | SELL | -24 | $182.13 | 05/19/2026 | 05/20/2026 |
| Mansueto Joseph D | SELL | -640 | $177.42 | 05/18/2026 | 05/20/2026 |
| Wiersema Conan | SELL | -13 | Not reported | 05/15/2026 | 05/19/2026 |
| Wiersema Conan | BUY | +903 | Not reported | 05/15/2026 | 05/19/2026 |
| Wiersema Conan | SELL | -105 | $166.05 | 05/15/2026 | 05/19/2026 |
| Holt Michael | SELL | -243 | Not reported | 05/15/2026 | 05/19/2026 |
| Holt Michael | BUY | +2,860 | Not reported | 05/15/2026 | 05/19/2026 |
| Holt Michael | SELL | -270 | $166.05 | 05/15/2026 | 05/19/2026 |
| Kapoor Kunal | SELL | -2,108 | Not reported | 05/15/2026 | 05/19/2026 |
| Kapoor Kunal | BUY | +1,177 | Not reported | 05/15/2026 | 05/19/2026 |
| Kapoor Kunal | SELL | -3,699 | $166.05 | 05/15/2026 | 05/19/2026 |
| Lyons William M | BUY | +1,144 | Not reported | 05/15/2026 | 05/19/2026 |
| FRANCIS CHERYL A | BUY | +1,144 | Not reported | 05/15/2026 | 05/19/2026 |
| Diamonte Robin | BUY | +1,144 | Not reported | 05/15/2026 | 05/19/2026 |
| JOYNT STEPHEN | BUY | +1,144 | Not reported | 05/15/2026 | 05/19/2026 |
| Sutton Doniel | BUY | +1,144 | Not reported | 05/15/2026 | 05/19/2026 |