UBS initiated coverage of Morningstar with a rating of Buy and set a new price target of $390.00
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| 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 |
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
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted first-quarter revenue growth with increases in operating and adjusted operating income and margins. The Company also accelerated its stock repurchases in the quarter. "Growth in PitchBook and Morningstar Credit contributed to a strong start to 2025," said Kunal Kapoor, Morningstar's chief executive officer. "We are supporting their growth and expanding our private credit and structured finance offerings with the acquisitions of Lumonic and DealX. While we remain focused on generating durable growth, the recent market volatility and increased economic uncertainty have caused us to be more cautious
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, consistent with the dividend paid in January. The dividend is payable April 30, 2025, to shareholders of record as of April 4, 2025. 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, institu
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
8-K - Morningstar, Inc. (0001289419) (Filer)
10-Q - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding its established Medalist Rating framework to the growing segment of semiliquid investment vehicles. As public and private markets converge and product offerings become more complex, the new rating brings greater transparency and due diligence to private markets. "Semiliquid funds are becoming more accessible and gaining traction in the investment landscape, but their unique structures present challenges that warrant a reliable framework for evaluation," said Laura Lutton, Morningstar's global head of manager research. "Mor
Semrush Holdings, Inc. (NYSE:SEMR), a leading online visibility management SaaS platform, appointed Caroline Tsay to its Board as an independent director effective May 1, 2025. Ms. Tsay will become the ninth director of the Board. "We are delighted to have Caroline join our Board," said CEO of Semrush, Bill Wagner. "Caroline brings a wealth of highly relevant technology, product, and marketing expertise to our Board. Caroline's growth mindset and her extensive experience as a public company director will enrich the conversations we have in the boardroom." "I'm thrilled to join the Board of Semrush at such an exciting time for the Company, as it accelerates innovation at the intersection o
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted first-quarter revenue growth with increases in operating and adjusted operating income and margins. The Company also accelerated its stock repurchases in the quarter. "Growth in PitchBook and Morningstar Credit contributed to a strong start to 2025," said Kunal Kapoor, Morningstar's chief executive officer. "We are supporting their growth and expanding our private credit and structured finance offerings with the acquisitions of Lumonic and DealX. While we remain focused on generating durable growth, the recent market volatility and increased economic uncertainty have caused us to be more cautious
SC 13G - Morningstar, Inc. (0001289419) (Subject)
SC 13G/A - Morningstar, Inc. (0001289419) (Subject)
SC 13G/A - Morningstar, Inc. (0001289419) (Subject)
Semrush Holdings, Inc. (NYSE:SEMR), a leading online visibility management SaaS platform, appointed Caroline Tsay to its Board as an independent director effective May 1, 2025. Ms. Tsay will become the ninth director of the Board. "We are delighted to have Caroline join our Board," said CEO of Semrush, Bill Wagner. "Caroline brings a wealth of highly relevant technology, product, and marketing expertise to our Board. Caroline's growth mindset and her extensive experience as a public company director will enrich the conversations we have in the boardroom." "I'm thrilled to join the Board of Semrush at such an exciting time for the Company, as it accelerates innovation at the intersection o
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