Morningstar, Inc (MORN)

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About Morningstar, Inc

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Address: 22 West Washington Street, Chicago, IL, United States, 60602

Morningstar, Inc News and around…

Latest news about Morningstar, Inc (MORN) common stock and company :

Dividend ETFs At New Peaks Amid Volatility
14 Jan, 2022 Yahoo! Finance

The appeal for dividend-focused ETFs is high at the start of 2022, given bouts of volatility triggered by a hawkish Fed, rising yields, skyrocketing inflation and of course a spike in the Omicron COVID-19 variant cases.

5 Stocks Insiders Are Selling
14 Jan, 2022 FinancialContent

When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. ...

Is FlexShares Morningstar Emerging Markets Factor Tilt ETF (TLTE) a Strong ETF Right Now?
14 Jan, 2022 Yahoo! Finance

Smart Beta ETF report for TLTE

"Motley Fool Money" 2022 Investing Preview
07 Jan, 2022 FinancialContent

Why should investors be watching fintech, renewable energy, and the "buy now, pay later" industries in 2022?

UPDATE 1-U.S. judge narrows SEC lawsuit vs Morningstar over undisclosed bond rating changes
06 Jan, 2022 Yahoo! Finance

A U.S. judge on Wednesday narrowed but refused to dismiss a Securities and Exchange Commission lawsuit accusing Morningstar Inc of letting analysts adjust credit rating models for about $30 billion of mortgage securities, resulting in lower payouts to investors. U.S. District Judge Ronnie Abrams in Manhattan said the SEC plausibly alleged that Morningstar Credit Ratings failed to provide users with a general understanding of its methodology for rating commercial mortgage-backed securities (CMBS), and lacked effective internal controls over its ratings process. The judge also dismissed an SEC claim that Morningstar failed to identify the version of the methodologies used to determine individual credit ratings.

Judge narrows SEC lawsuit against Morningstar over mortgage securities ratings
05 Jan, 2022 Yahoo! Finance

A U.S. judge on Wednesday narrowed but refused to dismiss a Securities and Exchange Commission lawsuit accusing Morningstar Credit Ratings LLC of violating federal securities laws in its ratings of commercial mortgage-backed securities. U.S. District Judge Ronnie Abrams in Manhattan said the SEC plausibly alleged that Morningstar failed to provide a general description of its credit rating methodology, and lacked effective internal controls over its ratings process. But the judge said the SEC failed to plausibly allege that Morningstar failed to identify the methodology used to determine individual ratings, and dismissed the agency's underlying claim.

Best Tech ETFs for 2022
05 Jan, 2022 Yahoo! Finance

A plain-vanilla S&P 500 index fund may be the safest tech play this year. But for more alpha, our columnist suggests advisors consider other tech ETFs.

Tesla stock: ‘A lot of the upside is already priced in,’ analyst says
03 Jan, 2022 Yahoo! Finance

Morningstar Analyst Seth Goldstein joins Yahoo Finance Live to discuss his 'sell' rating for Tesla as the stock jumps on Q4 deliveries.

Should iShares Morningstar SmallCap Value ETF (ISCV) Be on Your Investing Radar?
31 Dec, 2021 Yahoo! Finance

Style Box ETF report for ISCV

Barron's Three Bond Fund Choices to Hedge Higher Rates
30 Dec, 2021 Yahoo! Finance

The funds are BrandywineGlobal High Yield, Pimco Long-Term Credit Bond and Invesco Rochester Municipal Opportunities.

Should iShares Morningstar MidCap ETF (IMCB) Be on Your Investing Radar?
24 Dec, 2021 Yahoo! Finance

Style Box ETF report for IMCB

Should iShares Morningstar SmallCap Growth ETF (ISCG) Be on Your Investing Radar?
24 Dec, 2021 Yahoo! Finance

Style Box ETF report for ISCG

Pfizer ETFs to Rise on FDA's EUA for COVID-19 Oral Antiviral Pill
23 Dec, 2021 Yahoo! Finance

Here we highlight some ETFs with high exposure to Pfizer (PFE) that can gain from the receipt of EUA for the antiviral COVID-19 pill.

Should iShares Morningstar SmallCap ETF (ISCB) Be on Your Investing Radar?
23 Dec, 2021 Yahoo! Finance

Style Box ETF report for ISCB

Should iShares Morningstar MidCap Value ETF (IMCV) Be on Your Investing Radar?
22 Dec, 2021 Yahoo! Finance

Style Box ETF report for IMCV

Morningstar to Acquire Wealth Management Platform Provider Praemium's U.K. and International Business
21 Dec, 2021 Yahoo! Finance

Morningstar (Nasdaq: MORN) and Praemium Limited (ASX: PPS) have reached an agreement for Morningstar to acquire 100% of Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to completion adjustments.

Should iShares Morningstar MidCap Growth ETF (IMCG) Be on Your Investing Radar?
20 Dec, 2021 Yahoo! Finance

Style Box ETF report for IMCG

Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for November 2021
16 Dec, 2021 Yahoo! Finance

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for November 2021. Long-term mutual funds and ETFs collected $81 billion in November 2021, in line with October's $84 billion intake. Passively managed strategies' $83 billion intake represented nearly all of November's inflows while active strategies had outflows of $2 billion.

VIP Growth Portfolio Buys PayPal Holdings Inc, Meta Platforms Inc, Universal Music Group NV, ...
16 Dec, 2021 Yahoo! Finance

Investment company VIP Growth Portfolio (Current Portfolio) buys PayPal Holdings Inc, Meta Platforms Inc, Universal Music Group NV, Intuit Inc, Sea, sells Tencent Holdings, Alibaba Group Holding, LG Chem, LVMH Moet Hennessy Louis Vuitton SE, TransDigm Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, VIP Growth Portfolio.

Morningstar (NASDAQ:MORN) jumps 3.1% this week, though earnings growth is still tracking behind five-year shareholder returns
14 Dec, 2021 Yahoo! Finance

For many, the main point of investing in the stock market is to achieve spectacular returns. While not every stock...

Hedge Funds Are Piling Into Morningstar, Inc. (MORN)
12 Dec, 2021 Yahoo! Finance

The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We at Insider Monkey have plowed through 867 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F […]

Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share
03 Dec, 2021 Yahoo! Finance

The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cents per share. The dividend is payable Jan. 31, 2022 to shareholders of record as of Jan. 7, 2022. The 14.3 percent increase from the prior quarterly rate of 31.5 cents per share results in an annualized dividend of $1.44 per share compared with the prior annualized rate of $1.26 per share.

Morningstar Larger Than S&P 500 Component Hasbro
29 Nov, 2021 FinancialContent

In the latest look at stocks ordered by largest market capitalization, Russell 3000 component Morningstar Inc (MORN) was identified as having a larger market cap than the smaller end of the S&P 500, for example Hasbro, Inc. (HAS), according to The Online Investor..

$1000 Invested In This Stock Over The Last 15 Years, Would Be Worth This Much
23 Nov, 2021 FinancialContent

Morningstar (NASDAQ:MORN) has outperformed the market over the past 15 years by 30.85% on an annualized basis. Buying $1,000.00 In ...

A Chat With Morningstar's Christine Benz
07 Nov, 2021 FinancialContent

A personal finance expert shares insight.

Earnings Scheduled For October 27, 2021
27 Oct, 2021 FinancialContent

Companies Reporting Before The Bell • McDonald's (NYSE:MCD) is expected to report quarterly earnings at $2.46 per ...

Earnings Season Watch List: Morningstar
22 Oct, 2021 FinancialContent

Morningstar (MORN) is in a potential buy zone with earnings on tap for Oct. 27. The stock is about 2% above a 288.64 buy point from a second-stage flat base. Keep in mind that buying just before a stock reports is risky. You don't know how the stock will report and how the market will react, and you don't have...

Stocks To Watch Ahead Of Earnings: Morningstar
15 Oct, 2021 FinancialContent

Morningstar is near a buy zone with earnings due on or around Oct. 27.

4 Stocks Insiders Are Selling
17 Sep, 2021 FinancialContent

When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. ...

Market Research Stocks Fueling Data-Driven Economy
17 Sep, 2021 FinancialContent

Market research stocks have been on fire this year. The group is benefiting from the growth of Big Data and data analytics.

Morningstar, Inc (MORN) is a NASDAQ Common Stock listed in , ,

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