MorningstarMORN
MORN
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 majority of the revenue is generated in the United States of America.
Employees: 11,085
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
370% more call options, than puts
Call options by funds: $4.75M | Put options by funds: $1.01M
161% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 28
9% more funds holding
Funds holding: 405 [Q3] → 443 (+38) [Q4]
6% more capital invested
Capital invested by funds: $8.14B [Q3] → $8.66B (+$522M) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 145
0.29% more ownership
Funds ownership: 59.69% [Q3] → 59.97% (+0.29%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$370
32%
upside
Avg. target
$370
32%
upside
High target
$370
32%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Jeff Silber 0% 1-year accuracy 0 / 3 met price target | 32%upside $370 | Outperform Maintained | 3 Mar 2025 |
Financial journalist opinion
Positive
Seeking Alpha
4 days ago
Morningstar: Margin Expansion Opportunity
Morningstar has suffered a temporary decrease in margins due to acquisitions, but the trend has reversed in recent quarters. Compared to its peers, there is significant room to grow operating margins. Morningstar has a top-notch business model with recurring revenues, low debt, and positive working capital.
Neutral
Business Wire
3 weeks ago
Morningstar, Inc. to Announce First-Quarter 2025 Financial Results on April 30
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2025 financial results after the market closes on Wednesday, April 30, 2025. 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.
Neutral
Business Wire
1 month ago
Morningstar Awards for Investing Excellence UK 2025: Winners Announced
LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence UK. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar's manager research team believes will be able to deliver strong risk-adjusted returns over time. There are two types of Morningstar awards: the Morningstar Category Awards and t.
Neutral
Business Wire
1 month ago
Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2025, to shareholders of record as of April 4, 2025. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in N.
Neutral
Business Wire
1 month ago
Morningstar Unveils Agenda for 2025 Morningstar Investment Conference
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the agenda for its 37th annual Morningstar Investment Conference, June 25-26, 2025, at Chicago's iconic Navy Pier.
Neutral
Business Wire
1 month ago
Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited.
Neutral
Business Wire
1 month ago
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2024 Financial Results
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating and free cash flow, with fourth-quarter revenue increasing 9.7%, or 10.6% on an organic basis. "We finished 2024 strongly by executing on themes such as the convergence of public and private markets and using AI to transform client workflows," said Kunal Kapoor, Morningstar's chief executive officer.
Neutral
Seeking Alpha
2 months ago
Undercovered ETFs: Growth, Income, TIPS, Poland +
The 'Undercovered' Dozen series highlights 12 lesser-known ETFs offering potential investment opportunities for investors. Kurtis Hemmerling shares a bearish take on iShares Russell Top 200 Growth ETF due to poor factor implementation, despite its strong historical performance. Goldman Sachs Nasdaq-100 Core Premium Income ETF is given a buy from Jonathan Weber for income-oriented investors, combining a 10% dividend yield with tech exposure.
Neutral
Business Wire
2 months ago
Morningstar Introduces Morningstar PitchBook Buyout Replication Index
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights and index solutions, has introduced the Morningstar® PitchBook Buyout Replication Index™, representing a portfolio of public companies designed to exhibit a similar risk and return profile as companies targeted by buyout managers. Since the inception of the buyout strategy in the 1980s, private equity managers have consistently applied a core playbook: targeting underperforming comp.
Neutral
Business Wire
2 months ago
Morningstar Forms Strategic Alliance with SS&C's Black Diamond Wealth Platform
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance pairs rich investment data and research, portfolio construction and holdings-based analysis, and client engagement capabilities from Direct Advisory Suite with award-winning technology for portfolio account.
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