Redburn Atlantic upgraded Morningstar from Neutral to Overweight and set a new price target of $320.00
Save time and jump to the most important pieces.
| 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 |
10-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
SC 13G - Morningstar, Inc. (0001289419) (Subject)
SC 13G/A - Morningstar, Inc. (0001289419) (Subject)
SC 13G/A - Morningstar, Inc. (0001289419) (Subject)
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the agenda for its 37th annual Morningstar Investment Conference, taking place June 25-26, 2025, at Chicago's iconic Navy Pier. The conference addresses today's pressing topics in investing, framed by Morningstar's uniquely independent perspective. Bringing together the industry's leading voices, sessions are designed to equip attendees with actionable strategies and timely insights to better serve their clients. "Key trends like the convergence of public and private markets are again at the heart of our agenda, helping advisors navigate the shifting needs of their clients," said Kunal K
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the acquisitions of Lumonic Inc., a private credit portfolio monitoring and management platform, and Dealview Technologies Limited (DealX), a provider of standardized U.S. commercial mortgage-backed security (CMBS) and global collateralized loan obligation (CLO) data. These acquisitions will strengthen Morningstar's private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to institutional investors and asset managers. The Lumonic acquisition closed on March 3, 2025, and the DealX acquisition closed
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating and free cash flow, with fourth-quarter revenue increasing 9.7%, or 10.6% on an organic basis. "We finished 2024 strongly by executing on themes such as the convergence of public and private markets and using AI to transform client workflows," said Kunal Kapoor, Morningstar's chief executive officer. "Recent product enhancements include PitchBook's integration of aftermarket equity research and introduction of an improved research center experience, and the January launch of the Direct Advisory Suite, which expands our
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
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the acquisitions of Lumonic Inc., a private credit portfolio monitoring and management platform, and Dealview Technologies Limited (DealX), a provider of standardized U.S. commercial mortgage-backed security (CMBS) and global collateralized loan obligation (CLO) data. These acquisitions will strengthen Morningstar's private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to institutional investors and asset managers. The Lumonic acquisition closed on March 3, 2025, and the DealX acquisition closed
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating and free cash flow, with fourth-quarter revenue increasing 9.7%, or 10.6% on an organic basis. "We finished 2024 strongly by executing on themes such as the convergence of public and private markets and using AI to transform client workflows," said Kunal Kapoor, Morningstar's chief executive officer. "Recent product enhancements include PitchBook's integration of aftermarket equity research and introduction of an improved research center experience, and the January launch of the Direct Advisory Suite, which expands our
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 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
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)