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 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
262% more call options, than puts
Call options by funds: $5.55M | Put options by funds: $1.53M
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
52% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 105
4% more funds holding
Funds holding: 390 [Q2] → 404 (+14) [Q3]
1% less capital invested
Capital invested by funds: $8.3B [Q2] → $8.21B (-$99M) [Q3]
5.45% less ownership
Funds ownership: 65.64% [Q2] → 60.19% (-5.45%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for MORN.
Financial journalist opinion
Based on 4 articles about MORN published over the past 30 days
Neutral
Business Wire
1 week 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 week 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 week 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
3 weeks 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.
Neutral
Business Wire
1 month ago
Morningstar Appoints Michael Holt as Chief Financial Officer
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective January 1, 2025. The company previously announced that Jason Dubinsky would step down at the end of the year and assume a consulting role through a transition period. Reporting to chief executive officer Kunal Kapoor, Holt will lead and oversee Morningstar's global finance organization. He has serv.
Neutral
Business Wire
1 month ago
Morningstar, Inc. Increases Quarterly Dividend to 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, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3%, increase from the prior quarterly rate of 40.5 cents per share results in an expected annualized dividend of $1.82 per share compared with the prior annualized rate of $1.62 per share. While subsequent d.
Neutral
Business Wire
1 month ago
Morningstar DBRS Names Richard Sibthorpe Head of Canada
TORONTO--(BUSINESS WIRE)--DBRS Limited (Morningstar DBRS), the leading Canadian credit rating agency, has appointed Mr. Richard Sibthorpe as Head of Canada and Global Investor Strategy. Mr. Sibthorpe succeeds Mr. Douglas E. Turnbull who retired at the end of September. Mr. Sibthorpe who also joins Morningstar DBRS' global credit leadership team began his new position on November 25, 2024, and reports to Mr. Detlef Scholz, the company's president. Along with overseeing the Toronto-based credit r.
Neutral
Seeking Alpha
2 months ago
Why Retail Investors Might Be Interested In Morningstar
Morningstar excels in wealth management tools, offering top-rated products like Direct and Workstation for portfolio management and risk assessment. Despite lower net profit margins, Morningstar's diverse product lines show consistent growth, with significant potential in high-margin segments like Morningstar Credit. Key risks include cybersecurity, regulatory challenges, and economic downturns, which could impact the demand for financial data products.
Neutral
Business Wire
2 months ago
Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 59 of the nation's most prominent 529 college-savings plans. These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research analysts' forward-looking views of which plans are best suited to help investors reach their goals. It has five tiers—Gold, Silver, B.
Neutral
Business Wire
2 months ago
Morningstar Chief Financial Officer Jason Dubinsky to Depart
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Jason Dubinsky, chief financial officer, will step down from his role at the end of the year to pursue other interests. Chief Executive Officer Kunal Kapoor said, “Jason has been an exemplary CFO and leader. He lives Morningstar's values every day and has created significant value for shareholders during his seven-plus years here. Jason has helped position the compa.
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