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 largest share of revenue is generated in the United States of America.
Employees: 11,334
0
Funds holding %
of 7,139 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
370% more call options, than puts
Call options by funds: $4.75M | Put options by funds: $1.01M
167% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 27
8% more funds holding
Funds holding: 406 [Q3] → 438 (+32) [Q4]
5% more capital invested
Capital invested by funds: $8.21B [Q3] → $8.65B (+$440M) [Q4]
2% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 145
0.31% less ownership
Funds ownership: 60.19% [Q3] → 59.89% (-0.31%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for MORN.
Financial journalist opinion
Based on 5 articles about MORN published over the past 30 days
Neutral
Seeking Alpha
2 days 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
3 days 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
1 week 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.
Positive
Seeking Alpha
2 weeks ago
Morningstar: High-Quality Stock, Buy On A Pullback
Morningstar, Inc. is a long-term capital appreciation play, with potential to beat the S&P 500 Index, but current high multiples suggest waiting for market-driven price drops. Strong Q3 results with double-digit growth in revenue and profit, and expected continued growth in Q4, highlight Morningstar's robust business performance. Despite a high P/E ratio of 41.5 and a low dividend yield of 0.56%, Morningstar shows steady revenue growth across all segments over the past decade.
Neutral
Business Wire
3 weeks ago
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2024 financial results after the market closes on Wednesday, Feb. 26, 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 e.
Neutral
Business Wire
1 month ago
Morningstar Introduces Morningstar PitchBook Unicorn 30 Index
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its expanding suite of market data, research and index tools to help investors measure and access the late-stage venture capital market. Powered by PitchBook's extensive private capital market data coverage, the new index tracks the 30 largest and most liquid “unicorns,” or late-stage venture capital-ba.
Neutral
Business Wire
1 month ago
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of the Direct Platform and takes full advantage of the comprehe.
Positive
24/7 Wall Street
1 month ago
Retirees: 3 Infrastructure ETFs to Buy for the Rebuilding of America
Retirees looking to invest in long-life cash flow-generative assets to help bolster their portfolio's dividend growth and diversification may wish to check out some of the infrastructure plays.
Positive
Invezz
1 month ago
Morningstar stock price dived: is it still overvalued?
Morningstar stock price had a strong performance in 2024 as it surged to a record high of $364 following several quarters of strong revenue growth. It has then suffered a big reversal, plunging by over 11.5% from its highest level last year.
Positive
Seeking Alpha
1 month ago
Unlocking Value From MSCI, The Index Fund Powerhouse
MSCI is a highly profitable financial analytics company with a strong brand, delivering 45% net profit margins on $2.5 billion in annual revenue.
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