Compare · MORN vs WHG
MORN vs WHG
Side-by-side comparison of Morningstar Inc. (MORN) and Westwood Holdings Group Inc (WHG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MORN and WHG operate in Investment Managers (Finance), so they compete in similar markets.
- MORN is the larger of the two at $6.79B, about 43.6x WHG ($155.7M).
- Over the past year, MORN is down 36.8% and WHG is down 0.8% - WHG leads by 35.9 points.
- WHG has been more active in the news (7 items in the past 4 weeks vs 6 for MORN).
- MORN has more recent analyst coverage (6 ratings vs 0 for WHG).
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.
Westwood Holdings Group Inc
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Latest MORN
- Morningstar Introduces Europe Modern Market 50 Index
- PitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate Indicator
- Pello Companies to Acquire ByAllAccounts from Morningstar
- Morningstar Announces Winners for the 2026 US Morningstar Awards for Investing Excellence
- Morningstar DBRS Marks 50 Years of Credit Ratings; Advances Global Methodology Program and Asia-Pacific Growth
- Morningstar, Inc. to Announce First-Quarter 2026 Financial Results on April 29
- PitchBook Launches Pioneer Certification Program to the Public
- Morningstar Expands Investment Data Available on Snowflake Marketplace
- SEC Form DEFA14A filed by Morningstar Inc.
- SEC Form DEF 14A filed by Morningstar Inc.
Latest WHG
- Director Emerita Byrne Susan M sold $16,113 worth of shares (1,003 units at $16.07) as part of a pre-agreed trading plan, decreasing direct ownership by 0.34% to 294,009 units (SEC Form 4)
- SEC Form 4 filed by Byrne Susan M
- SEC Form 4 filed by Byrne Susan M
- Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast
- SEC Form 4 filed by Byrne Susan M
- SEC Form 4 filed by Byrne Susan M
- Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
- Westwood Real Estate Income Fund Celebrates 25-Year Anniversary
- Head of Legal and Compliance Ehinger John Anthony Jr covered exercise/tax liability with 838 shares and was granted 5,549 shares, increasing direct ownership by 35% to 18,252 units (SEC Form 4)
- Amendment: CIO, Multi-Asset Inv. Helfert Adrian covered exercise/tax liability with 10,772 shares, decreasing direct ownership by 6% to 162,751 units (SEC Form 4)