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.
IPO Year: 2005
Exchange: NASDAQ
Website: morningstar.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 10/9/2024 | $340.00 | Buy → Neutral | Redburn Atlantic |
| 10/8/2024 | $390.00 | Buy | UBS |
| 8/12/2024 | $352.00 | Outperform | BMO Capital Markets |
| 10/30/2023 | $320.00 | Neutral → Overweight | Redburn Atlantic |
| 1/11/2023 | Buy → Neutral | Redburn | |
| 9/20/2022 | Neutral → Buy | Redburn |
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 dividends will be subject to board approval, the company expects to pay three additional dividends in 2025: Record Date Payable Date April 4, 2025 April 30, 2025 July 11, 2025
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. "Morningstar Credit led the way in the quarter with additional contributions from across the business supporting revenue and profit growth," said Kunal Kapoor, Morningstar's chief executive officer. "Our diverse portfolio continues to present opportunities for innovation and durable growth, including those arising from the accelerated convergence of public and private markets." The Company's quarterly shareholder letter provides more context on its quarterly results and business performance and can be found at sharehold
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 July. The dividend is payable Oct. 31, 2024, to shareholders of record as of Oct. 4, 2024. Please contact [email protected] with any questions. 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 of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capit
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted double-digit second-quarter revenue growth while expanding operating margins. "Led by Morningstar Credit's strength across regions and asset classes, we finished the first half of 2024 on a high note," said Kunal Kapoor, Morningstar's chief executive officer. "We remain focused on durable growth in adjusted operating income. Our teams are delivering product enhancements to customers, including the addition of collateralized loan obligation data to PitchBook, and the integration of our Intelligence Engine into Advisor Workstation, which will allow advisors to further automate client workflows."
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 [email protected] with any questions. 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 of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private c
The 2024 winner sits at the helm of JPMorgan Equity Income Fund, which earns a Morningstar Medalist Rating of Silver Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the winner of the 2024 U.S. Morningstar Awards for Investing Excellence "Outstanding Portfolio Manager." The award process recognizes portfolio managers who Morningstar believes demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors. Morningstar announced three nominees for the Outstanding Portfolio Manager on May 1, 2024. In addition to Hart, they are the Loomis Sayles Global Allocation T
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 colleagues. With a strong start to 2024, we remain focused on our goal of generating durable, long-term growth." The Company's quarterly shareholder letter provides more context on its quarterly results and business and can be fou
The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2024, to shareholders of record as of April 5, 2024. Please contact [email protected] with any questions. 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 of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and i
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted double-digit fourth-quarter revenue growth, with positive contributions from across the business. For the full year, the Company reported positive revenue growth, with particular strength in its license-based products. "We finished 2023 on a strong note, crossing $2 billion in revenue for the fiscal year and delivering meaningful increases in organic revenue, margins, and cash flow for the quarter," said Kunal Kapoor, Morningstar's chief executive officer. "During the year, we made important progress across a number of initiatives, with highlights including the substantial completion of the LCD
CHICAGO, Dec. 1, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, an increase of 8 percent. The dividend is payable Jan. 31, 2024, to shareholders of record as of Jan. 5, 2024. The 3-cent increase from the prior quarterly rate of 37.5 cents per share results in an annualized dividend of $1.62 per share compared with the prior annualized rate of $1.50 per share. While subsequent dividends will be subject to board approval, the company expects to pay three additional dividends in 2024: Record Date Payable Date April 5, 2024 April 30, 2024 July 12,
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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 served as Morningstar's chief strategy officer for the past seven years and, in 2023, was also named president of the Research and Investments group, overseeing the 400-person team responsible for Morningstar's rigorous, independ
The suite of APIs combines Morningstar's IP with powerful front-end functionality, empowering firms to innovate their digital investment capabilities CHICAGO, Dec. 13, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the launch of Direct Web Services, a collection of application programming interfaces (APIs) that packages Morningstar's data, research, and calculation engines for financial services firms to use in their own digital solutions. Direct Web Services is complemented by a newly created global network of certified partners to seamlessly integrate API functionality for firms developing sophisticated websites
Two of Morningstar's fastest-growing product areas will together accelerate the company's ESG data, indexes, ratings, and research expansion CHICAGO, June 13, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced that it will align the Morningstar Sustainalytics and Morningstar Indexes product areas under Morningstar Indexes President Ron Bundy. The move emphasizes Morningstar's ESG market leadership position and enhances its ability to comprehensively meet the evolving needs of investors. Morningstar provides a full suite of traditional and ESG market data and indexes, as well as ESG ratings and research, across multipl
CHICAGO, June 21, 2021 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today announced winners of the 2021 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers, who demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors. Morningstar selects leaders in three categories: Outstanding Portfolio Manager, Exemplary Stewardship, and Rising Talent. The winners will be featured on CNBC's "Power Lunch" program today and throughout the week. "Our 2021 winners represent the best in th
Redburn Atlantic downgraded Morningstar from Buy to Neutral and set a new price target of $340.00
UBS initiated coverage of Morningstar with a rating of Buy and set a new price target of $390.00
BMO Capital Markets initiated coverage of Morningstar with a rating of Outperform and set a new price target of $352.00
Redburn Atlantic upgraded Morningstar from Neutral to Overweight and set a new price target of $320.00
Redburn downgraded Morningstar from Buy to Neutral
Redburn upgraded Morningstar from Neutral to Buy
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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 comprehensive capabilities across Morningstar Data+Analytics. Direct Advisory Suite expands the capabilities of the current Advisor Workstation application, combining a more intuitive interface with enhanced features for a simplified
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 served as Morningstar's chief strategy officer for the past seven years and, in 2023, was also named president of the Research and Investments group, overseeing the 400-person team responsible for Morningstar's rigorous, independ
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 dividends will be subject to board approval, the company expects to pay three additional dividends in 2025: Record Date Payable Date April 4, 2025 April 30, 2025 July 11, 2025
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 rating agency's operations and the company's senior outreach activities in Canada, Mr. Sibthorpe will focus on the opportunities emerging from the rapidly evolving lending markets. Key industry changes and accelerating demand
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, Bronze, Neutral, and Negative. This year, Morningstar analysts assigned five Gold ratings, 14 Silver ratings, 13 Bronze ratings, 21 Neutral ratings, and six Negative ratings to the 529 plans. "Our 2024 assessment of 529 educati
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 company for continued durable growth and, on behalf of the Morningstar team, I want to thank him for his leadership, stewardship, and friendship." Dubinsky joined Morningstar in 2017 and has been the firm's chief financial officer
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. "Morningstar Credit led the way in the quarter with additional contributions from across the business supporting revenue and profit growth," said Kunal Kapoor, Morningstar's chief executive officer. "Our diverse portfolio continues to present opportunities for innovation and durable growth, including those arising from the accelerated convergence of public and private markets." The Company's quarterly shareholder letter provides more context on its quarterly results and business performance and can be found at sharehold
Assessments of the leading providers highlight continued progress and identify areas for significant improvement Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today published its eighth annual landscape study on health savings accounts (HSAs) available to individuals. The study assesses the current state of the HSA industry and releases Morningstar's assessment of 11 of the top HSA providers on two different use cases: 1) as investment accounts to save for future medical expenses and 2) as spending accounts to cover current medical costs. Overall, the study found meaningful improvements in HSA features, such as lower fees and better investment opt
Morningstar's third annual global asset owner survey finds ESG materiality broadening, active ownership rising and demand for improvements in ESG data growing. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today published findings from its third annual Voice of the Asset Owner survey, showing expanding perception of ESG materiality across markets and factors, active ownership and direct engagement on ESG topics and a push for more granular data to support ESG-related investment and reporting needs. The global quantitative survey, conducted by Morningstar Indexes and Morningstar Sustainalytics, included 500 asset owners (AOs) across 11 countries in
Morningstar, Inc. (NASDAQ:MORN), plans to report its third-quarter 2024 financial results after the market closes on Wednesday, Oct. 23, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]. 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 of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retireme
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