Morningstar
MORN

$304.72

2.31%

Market Cap: $13.1B

About: Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

Employees: 11,334

Financials Investment Advice

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

2% more funds holding

Funds holding: 381 [Q1] → 390 (+9) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

6% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 145

3.54% less ownership

Funds ownership: 63.95% [Q1] → 60.41% (-3.54%) [Q2]

9% less capital invested

Capital invested by funds: $8.42B [Q1] → $7.64B (-$781M) [Q2]

28% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $3.64M

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Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$352

16%

upside

Avg. target

$352

16%

upside

High target

$352

16%

upside

2 analyst ratings

2 positive

100%

0 neutral

0%

0 negative

0%

BMO Capital Jeff Silber 100% 1-year accuracy 2 / 2 met price target	16%upside $352	Outperform Maintained	28 Aug 2024
BMO Capital Jeff Silber 100% 1-year accuracy 2 / 2 met price target	16%upside $352	Outperform Initiated	12 Aug 2024

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Financial journalist opinion

Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the Morningstar Model of U.S. Retirement Outcomes — a simulation tool that considers individual characteristics, healthcare costs, and projected longevity to assess retirement income sufficiency. Through use of the model, the Morningstar Center for Retirement & Policy Studies published new research which examines potential retirem.

Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes

The Top 7 Fintech Stocks to Buy Now: Summer 2024

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The Top 7 Fintech Stocks to Buy Now: Summer 2024

Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line.

Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24

Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2024, to shareholders of record as of July 12, 2024. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in Nort.

Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share

Subscription Model Drives Record Customer Advocacy and Satisfaction Rates for eDreams ODIGEO

BARCELONA, Spain--(BUSINESS WIRE)--eDreams ODIGEO (‘The Company'), the world's leading travel subscription platform and one of Europe's largest e-commerce businesses, today announced that it has achieved record customer advocacy and satisfaction levels following the pivot to a subscription-led model. This is supported by millions of data points, including customer related KPIs1 that are included in the Company's Non-financial Statement that is independently verified by external auditors, ensuri.

Subscription Model Drives Record Customer Advocacy and Satisfaction Rates for eDreams ODIGEO

Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces significant enhancements to Morningstar Sustainalytics flagship ESG Risk Ratings, covering more than 16,000 companies globally. The corporate governance methodology enhancements were implemented on May 30 and stronger material ESG risk measures will be implemented in the coming months. Laura Lutton – Director of ESG Product Management, Morningstar Sustainalytics “Ou.

Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings

Morningstar to Appoint Rod Diefendorf as President and Chief Operating Officer of PitchBook

SEATTLE--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Rod Diefendorf will be appointed the next leader of PitchBook as President and Chief Operating Officer, reporting to Morningstar CEO Kunal Kapoor. This appointment comes after PitchBook founder John Gabbert announced his plans to depart. “Rod is a proven leader who has worked alongside John for years and knows PitchBook inside and out. He is well equipped to continue.

Morningstar to Appoint Rod Diefendorf as President and Chief Operating Officer of PitchBook

Morningstar, Inc. Reports First-Quarter 2024 Financial Results

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid first-quarter revenue growth, driven by strength across its business. “Morningstar celebrates its 40th anniversary next month,” said Kunal Kapoor, Morningstar's chief executive officer. “We're proud of the difference we've made on behalf of investors, the long-term returns we have delivered for our shareholders, and the distinctive workplace we've built for our colleag.

Morningstar, Inc. Reports First-Quarter 2024 Financial Results

New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published “Morningstar's Guide to U.S. Active ETFs,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs). Overall, the report found that active ETFs can be a cost-effective, tax-efficient approach to active management for investors, but as with any active investment, can carry risk over the long te.

New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs

The Motley Fool

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Chipotle recently announced a 50-for-1 stock split set to take effect on June 25, one of the biggest splits in New York Stock Exchange history Microsoft shares soared 249% over the last five years, positioning the company as a stock split candidate in 2024. Microsoft is the largest enterprise software vendor and the second largest cloud services provider, and artificial intelligence products could boost growth in both areas of the business.

Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next

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