Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2025, to shareholders of record as of Oct. 3, 2025. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.
- 09/19/2025
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Morningstar: Asset Owners Nimbly Navigate a Global Market in Transition
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its fourth annual Voice of the Asset Owner survey, showing a rethink on asset allocation, growing differences in ESG approaches and environments around the world, further progress and innovation in climate-related investing and a push for more standardized and higher quality ESG indexes, data and investment tools. The global quantitative survey, conduc.
- 09/18/2025
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Introducing the Morningstar PitchBook US Modern Market 100: The First Benchmark to Track Public & Private Market Companies in a Single Index
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, has introduced the Morningstar PitchBook US Modern Market 100 Index (‘Modern Market 100'). With the growth of private capital markets, this new benchmark is the first to bridge public and private equity exposure in a single index. The index provides a unified framework to benchmark performance and serves as the basis for investable products. Unlike traditional benchmarks c.
- 09/10/2025
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Morningstar's William Kerwin on what to watch at Tuesday's Apple event
- William Kerwin, Morningstar analyst, joins 'Closing Bell Overtime' to talk what he is on teh lookout for during Tuesday's Apple event.
- 09/08/2025
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400+ Firms Transition to SS&C Black Diamond Wealth Solutions from Morningstar Office
- WINDSOR, Conn.--(BUSINESS WIRE)--400+ Firms Transition to SS&C Black Diamond Wealth Solutions from Morningstar Office.
- 08/21/2025
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.
- 08/21/2025
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Northern Trust Mutual Fund Servicing Relationship with Morningstar Investment Management Extended
- CHICAGO--(BUSINESS WIRE)-- #assetmanagement--Northern Trust will continue to support nine Morningstar Investment Management mutual funds with about $5 billion in assets.
- 08/20/2025
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.
- 08/13/2025
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Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
- If you're interested in broad exposure to the Mid Cap Growth segment of the US equity market, look no further than the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on June 28, 2004.
- 08/07/2025
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Morningstar DBRS Assigns “A” Rating to WSFS Bank; WSFS Financial Corporation Receives “A (low)” Rating with Stable Outlook
- WILMINGTON, Del.--(BUSINESS WIRE)--Morningstar DBRS assigned first time ratings to WSFS Financial Corporation (NASDAQ: WSFS) (“WSFS” or “the Company”) with a Long-Term Issuer Rating of "A (low)". At the same time, Morningstar DBRS assigned a Long-Term Issuer Rating of “A” to WSFS Bank. The trends on all credit ratings are Stable. The Intrinsic Assessment (IA) for the Bank is “A,” while its Support Assessment is SA1. The Company's Support Assessment is SA3, and the Long-Term Issuer Rating is pos.
- 08/04/2025
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Morningstar (MORN) Q2 EPS Jumps 19%
- Morningstar (MORN) Q2 EPS Jumps 19%
- 07/31/2025
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Morningstar, Inc. Reports Second-Quarter 2025 Financial Results
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted second-quarter revenue growth with increases in operating and adjusted operating income and margins. "PitchBook, Morningstar Direct Platform, and Morningstar Credit led the way in the second quarter, contributing to solid growth," said Kunal Kapoor, Morningstar's chief executive officer. "Our teams remain focused on delivering insights and experiences that make us essential.
- 07/30/2025
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WuXi Biologics Granted Highest Negligible-Risk ESG Rating from Morningstar Sustainalytics
- Best ESG rating tier of negligible-risk with a top 1% global ranking score Industry and Regional ESG Top-Rated Company for five consecutive years Leader in Green CRDMO to drive innovation for a healthier future SHANGHAI , July 16, 2025 /PRNewswire/ -- WuXi Biologics (2269.HK), a leading global Contract Research, Development, and Manufacturing Organization (CRDMO), today announced it has elevated its Morningstar Sustainalytics ESG rating score to the highest negligible-risk tier, demonstrating its leadership in the global pharmaceutical industry. Sustainalytics is a leading ESG data, research, and ratings firm that supports global investors with their development and implementation of responsible investment strategies.
- 07/16/2025
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Morningstar Announces Winners for the 2025 U.S. Morningstar Awards for Investing Excellence
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced the winners of the 2025 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and a commitment to aligning their interests with those of their investors. The 2025 winners are: Outstanding Portfolio.
- 07/08/2025
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Morningstar, Inc. to Announce Second-Quarter 2025 Financial Results on July 30
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2025 financial results after the market closes on Wednesday, July 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. 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.
- 06/30/2025
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Morningstar Launches New Digital Destination to Empower Canadian Investors
- TORONTO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Canadian digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new Canadian digital destination is free and offers content in English and French, region-specific investment and market data, and tools tailored to the needs of Canadian investors. Part of a suite of 12 new digita.
- 06/30/2025
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Morningstar Launches New Digital Destination to Empower UK Investors
- LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new UK digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new digital destination is free and offers region-specific investment and market data, and tools tailored to the needs of British investors. Part of a suite of 12 new digital experiences created for distinct markets acros.
- 06/30/2025
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Morningstar Launches New Digital Destination to Empower Asian Investors
- SINGAPORE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Asia digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new digital destination is free and offers region-specific investment and market content, data, and tools tailored to the needs of Asian investors. Part of a suite of 12 new digital experiences created for distinct m.
- 06/30/2025
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Morningstar lifts Netflix target but warns shares remain overvalued
- Netflix shares have soared more than 47% in 2025, outperforming the broader market and leaving rival entertainment stocks trailing. Yet Morningstar analyst Matthew Dolgin remains one of the few skeptics on Wall Street, warning that the stock is still significantly overvalued.
- 06/27/2025
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Morningstar Brings Greater Transparency to Private Markets for Advisors
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today debuted new features in Direct Advisory Suite (the next phase of Advisor Workstation) to help financial advisors analyze and integrate private investments into client portfolios. These enhancements are now available and will be showcased at the Morningstar Investment Conference, taking place June 25-26 in Chicago. “Morningstar's universal language of investing has helped advis.
- 06/24/2025
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Morningstar Publishes New Semiliquid Funds Report Amid Acceleration of Private Market Access and Investor Interest
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc., (Nasdaq: MORN), a leading provider of independent investment insights, today published a report, "The State of Semiliquid Funds," offering a comprehensive examination of the investment vehicles that have emerged as a key entry point to private markets. As investor access and demand for private asset exposure become more mainstream, Morningstar's research team delivers new data and analysis to a growing but complex space. Morningstar will also begin a.
- 06/24/2025
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Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2025, to shareholders of record as of July 11, 2025. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in Nort.
- 06/20/2025
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
- 06/16/2025
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.
- 06/12/2025
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Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
- If you're interested in broad exposure to the Mid Cap Growth segment of the US equity market, look no further than the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on 06/28/2004.
- 06/03/2025
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3 Cheap SWAN Stocks To Put On Your Shopping List
- The benefits of financial independence extend far beyond the financial realm. Today's focus will be on a custodian bank and asset manager, an investment data and analytics company, and a regulated electric utility. Each stock appears to be trading 8% to 13% under my fair value estimates.
- 05/31/2025
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SmartStop Receives BBB Credit Rating From Morningstar DBRS
- LADERA RANCH, Calif.--(BUSINESS WIRE)--SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of self-storage facilities in the United States and Canada, announced that DBRS, Inc. (“Morningstar DBRS”) has assigned an Issuer Rating of BBB with a Stable trend to SmartStop OP, L.P., the operating partnership of SmartStop. The rating was based on the credit risk profile of SmartStop and its subsidiaries (inclu.
- 05/28/2025
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Best Value Stocks According to Morningstar in 2025
- Thinking independently in the stock market is the premise for a successful career. Still, oftentimes ideas come to a dry up, and no opportunities seem to be lying around for the taking, and this is when investors can take advantage of someone else's homework in the financial markets.
- 05/19/2025
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VanEck Morningstar International Moat ETF: Interesting Concept, Uneven Execution
- The VanEck Morningstar International Moat ETF has underperformed compared to other international value funds. MOTI's heavy allocation to consumer staples and Chinese equities has hindered its performance. The ETF's gradual shift towards growth-oriented equities has so far failed to pay off.
- 05/12/2025
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Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets
- CHICAGO--(BUSINESS WIRE)--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 acc.
- 05/06/2025
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Morningstar, Inc. Reports First-Quarter 2025 Financial Results
- CHICAGO--(BUSINESS WIRE)--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.
- 04/30/2025
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Morningstar: Margin Expansion Opportunity
- Morningstar has suffered a temporary decrease in margins due to acquisitions, but the trend has reversed in recent quarters. Compared to its peers, there is significant room to grow operating margins. Morningstar has a top-notch business model with recurring revenues, low debt, and positive working capital.
- 04/23/2025
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
- 04/15/2025
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- The iShares Morningstar Small-Cap Growth ETF (ISCG) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.
- 04/07/2025
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Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
- The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.
- 04/03/2025
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Morningstar, Inc. to Announce First-Quarter 2025 Financial Results on April 30
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2025 financial results after the market closes on Wednesday, April 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. 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.
- 03/31/2025
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Prospect Capital's Credit Ratings Reaffirmed Investment Grade by Morningstar DBRS with Stable Trend
- NEW YORK, March 28, 2025 (GLOBE NEWSWIRE) -- Prospect Capital Corporation (NASDAQ: PSEC) ("Prospect", “our”, or “we”) today announced that Morningstar DBRS ("DBRS") has reaffirmed Prospect's investment grade issuer and long term senior debt credit ratings at BBB(low), and assigned a revised trend of Stable.
- 03/28/2025
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Morningstar Awards for Investing Excellence UK 2025: Winners Announced
- LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence UK. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar's manager research team believes will be able to deliver strong risk-adjusted returns over time. There are two types of Morningstar awards: the Morningstar Category Awards and t.
- 03/21/2025
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Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--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 investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in N.
- 03/14/2025
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ARTY: Strong Concept, Weak Performance - Here's Why
- The iShares Future AI & Tech ETF focuses on generative AI, AI data and infrastructure, AI software, and AI services, tracking the Morningstar Global Artificial Intelligence Select Index. The ETF employs a capping strategy to ensure diversification, with no single constituent exceeding 6% weight and aggregate weights above 4.5% capped at 22.5%. Morningstar analysts provide forward-looking thematic exposure scores based on a company's projected revenue from AI subthemes, ensuring a focus on future profitability.
- 03/11/2025
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Morningstar Unveils Agenda for 2025 Morningstar Investment Conference
- CHICAGO--(BUSINESS WIRE)--Morningstar today announced the agenda for its 37th annual Morningstar Investment Conference, June 25-26, 2025, at Chicago's iconic Navy Pier.
- 03/11/2025
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Hercules Capital Receives Investment Grade Rating Upgrade to BBB (high) with Revised Outlook to Stable from Morningstar DBRS
- SAN MATEO, Calif.--(BUSINESS WIRE)--Hercules Capital, Inc. (NYSE: HTGC) (“Hercules” or the “Company”), the largest and leading specialty financing provider to innovative venture, growth and established stage companies backed by some of the leading and top-tier venture capital and select private equity firms, today announced that Morningstar DBRS (“DBRS”) has upgraded Hercules' investment grade credit and corporate rating to BBB (high) from BBB with a trend revision from Positive to Stable, as w.
- 03/07/2025
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Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2024 Financial Results
- CHICAGO--(BUSINESS WIRE)--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.
- 02/26/2025
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Undercovered ETFs: Growth, Income, TIPS, Poland +
- The 'Undercovered' Dozen series highlights 12 lesser-known ETFs offering potential investment opportunities for investors. Kurtis Hemmerling shares a bearish take on iShares Russell Top 200 Growth ETF due to poor factor implementation, despite its strong historical performance. Goldman Sachs Nasdaq-100 Core Premium Income ETF is given a buy from Jonathan Weber for income-oriented investors, combining a 10% dividend yield with tech exposure.
- 02/20/2025
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on 06/28/2004.
- 02/13/2025
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WuXi Biologics Recognized as Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics for Fifth Consecutive Year
- Ranked among the top 1% of companies assessed in the pharmaceutical industry Recognized as a leader in Green CRDMO, driving innovation for a healthier future Committed to creating long-term value for all stakeholders SHANGHAI , Feb. 10, 2025 /PRNewswire/ -- WuXi Biologics ("WuXi Bio") (2269.HK), a leading global Contract Research, Development, and Manufacturing Organization (CRDMO), today announced it has been recognized as a 2025 Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics, marking the fifth consecutive year the company has scored among the highest in ESG Risk Ratings. Sustainalytics , a leading ESG data, research, and ratings firm, supports global investors with the development and implementation of responsible investment strategies.
- 02/10/2025
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Morningstar: High-Quality Stock, Buy On A Pullback
- Morningstar, Inc. is a long-term capital appreciation play, with potential to beat the S&P 500 Index, but current high multiples suggest waiting for market-driven price drops. Strong Q3 results with double-digit growth in revenue and profit, and expected continued growth in Q4, highlight Morningstar's robust business performance. Despite a high P/E ratio of 41.5 and a low dividend yield of 0.56%, Morningstar shows steady revenue growth across all segments over the past decade.
- 02/05/2025
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on 06/28/2004.
- 02/05/2025
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Morningstar DBRS Confirms Trinity Capital Inc.'s Investment Grade Rating
- PHOENIX , Jan. 29, 2025 /PRNewswire/ -- Trinity Capital Inc. (Nasdaq: TRIN) ("Trinity" or the "Company"), a leading alternative asset manager, today announced that DBRS, Inc. ("Morningstar DBRS") a leading provider of independent investment insights, has confirmed its previously assigned investment grade credit rating of "BBB (low)" with a stable outlook to the Company. Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments globally.
- 01/29/2025
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Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2024 financial results after the market closes on Wednesday, Feb. 26, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an e.
- 01/27/2025
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Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
- If you're interested in broad exposure to the Mid Cap Growth segment of the US equity market, look no further than the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on 06/28/2004.
- 01/27/2025
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Morningstar Introduces Morningstar PitchBook Unicorn 30 Index
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its expanding suite of market data, research and index tools to help investors measure and access the late-stage venture capital market. Powered by PitchBook's extensive private capital market data coverage, the new index tracks the 30 largest and most liquid “unicorns,” or late-stage venture capital-ba.
- 01/21/2025
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Retirees: 3 Infrastructure ETFs to Buy for the Rebuilding of America
- Retirees looking to invest in long-life cash flow-generative assets to help bolster their portfolio's dividend growth and diversification may wish to check out some of the infrastructure plays.
- 01/12/2025
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Armada Hoffler Announces Morningstar Upgrades Outlook to Stable and Confirms BBB Credit Rating
- VIRGINIA BEACH, Va., Jan. 10, 2025 (GLOBE NEWSWIRE) -- Armada Hoffler (NYSE: AHH) announced that Morningstar has upgraded its outlook to stable and confirmed its BBB credit rating.
- 01/10/2025
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Morningstar DBRS Deems Radian Real Estate Management Acceptable Due Diligence Provider
- WAYNE, Pa.--(BUSINESS WIRE)--Radian Group Inc. (NYSE: RDN) today announced that DBRS, Inc. (Morningstar DBRS) deems Radian Real Estate Management as an acceptable due diligence firm for business purpose loans and single-family rental Morningstar DBRS-rated residential mortgage-backed securities (RMBS) transactions. Radian Real Estate Management is the longest-standing provider of diligence and valuations for institutional single-borrower, single-family rental (SFR) securitizations, and warehous.
- 01/09/2025
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Morningstar stock price dived: is it still overvalued?
- Morningstar stock price had a strong performance in 2024 as it surged to a record high of $364 following several quarters of strong revenue growth. It has then suffered a big reversal, plunging by over 11.5% from its highest level last year.
- 01/09/2025
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Unlocking Value From MSCI, The Index Fund Powerhouse
- Unlocking Value From MSCI, The Index Fund Powerhouse
- 12/25/2024
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Morningstar Picks NBSM as a Top New ETF of 2024
- In another record-breaking year for ETF launches, the Neuberger Berman Small-Mid Cap ETF (NBSM) continues to capture investor attention. Through its actively managed strategy in the SMIDcap space, the fund garners a top spot in best new ETFs of the year according to Morningstar.
- 12/13/2024
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Morningstar Appoints Michael Holt as Chief Financial Officer
- CHICAGO--(BUSINESS WIRE)--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 serv.
- 12/10/2024
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on 06/28/2004.
- 12/10/2024
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Morningstar And Others Are Wrong About USMV
- USMV is designed to control portfolio volatility, making it suitable for risk-averse investors who prefer stability over high returns during market rallies. The MSCI USA Minimum Volatility Index, USMV's underlying methodology, aims for lower beta and volatility, offering a better risk profile compared to the S&P 500. Despite underperforming in bull markets, USMV excels in downturns, providing consistent returns and minimizing losses, crucial for long-term financial planning.
- 12/08/2024
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Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--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 d.
- 12/06/2024
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Stellantis credit rating under review on weak performance, DBRS Morningstar says
- Stellantis' credit rating is under review by DBRS Morningstar due to its weaker than expected operating performance so far this year, the ratings agency said on Tuesday.
- 12/03/2024
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.
- 12/02/2024
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AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth
- CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth's Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark's platform, broadening its array of investment solutions for financial advisors and their clients.
- 12/02/2024
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Morningstar DBRS Names Richard Sibthorpe Head of Canada
- TORONTO--(BUSINESS WIRE)--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 r.
- 11/26/2024
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Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
- Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the iShares Morningstar Mid-Cap Growth ETF (IMCG) is a passively managed exchange traded fund launched on 06/28/2004.
- 11/26/2024
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Why Retail Investors Might Be Interested In Morningstar
- Morningstar excels in wealth management tools, offering top-rated products like Direct and Workstation for portfolio management and risk assessment. Despite lower net profit margins, Morningstar's diverse product lines show consistent growth, with significant potential in high-margin segments like Morningstar Credit. Key risks include cybersecurity, regulatory challenges, and economic downturns, which could impact the demand for financial data products.
- 11/19/2024
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Everything is pointing green for Applied Materials, says Morningstar's William Kerwin
- William Kerwin, Morningstar analyst, joins 'Closing Bell: Overtime' to discuss Applied Materials earnings and outlook.
- 11/14/2024
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McDonald's current stock price is 'as good as it gets': Morningstar
- Sean Dunlop of Morningstar shares his outlook for McDonald's.
- 10/31/2024
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Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
- CHICAGO--(BUSINESS WIRE)--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, B.
- 10/29/2024
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Top 2 Financials Stocks That May Implode In October
- As of Oct. 9, 2024, two stocks in the financials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
- 10/09/2024
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
- 10/07/2024
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- Launched on 06/28/2004, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
- 09/30/2024
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Micron's Momentum Can Keep Going, Morningstar's Kerwin Says
- Morningstar Technology Equity Analyst William Kerwin reacts to Micron Technology giving surprisingly strong sales and profit forecasts. Micron said fiscal first-quarter revenue will be about $8.7 billion.
- 09/25/2024
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Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23
- CHICAGO--(BUSINESS WIRE)--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 investors@morningstar.com. 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 o.
- 09/23/2024
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Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--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 investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.
- 09/18/2024
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Broadridge's Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
- The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios. NEW YORK , Sept.
- 09/15/2024
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AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
- A suite of new strategies added to AssetMark platform to help advisors serve their clients. A suite of new strategies added to AssetMark platform to help advisors serve their clients.
- 09/12/2024
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CI Financial Requests Morningstar DBRS to Withdraw Credit Ratings
- TORONTO--(BUSINESS WIRE)---- $CIX #CIFinancial--CI Financial announces that it has asked Morningstar DBRS to withdraw its issuer credit rating and debenture ratings on CI and its debt.
- 09/11/2024
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Morningstar: U.S. politics unlikely to have strong impact on TSMC business in the next 3-5 years
- Phelix Lee from Morningstar says the future for TSMC is quite bright despite geopolitical risks.
- 09/11/2024
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Should iShares Morningstar Small-Cap ETF (ISCB) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Morningstar Small-Cap ETF (ISCB), a passively managed exchange traded fund launched on 06/28/2004.
- 08/12/2024
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- Launched on 06/28/2004, the iShares Morningstar Small-Cap Value ETF (ISCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
- 08/05/2024
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Explore the Strongholds: Moat Index Holdings Overview
- Get Morningstar's moat analysis and business outlooks for all 55 companies in the Morningstar® Wide Moat Focus Index. Powered by Morningstar's forward-looking equity research, the Morningstar® Wide Moat Focus Index comprises quality companies with sustainable competitive advantages that are trading at attractive valuations.
- 08/03/2024
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Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes
- CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the Morningstar Model of U.S. Retirement Outcomes — a simulation tool that considers individual characteristics, healthcare costs, and projected longevity to assess retirement income sufficiency. Through use of the model, the Morningstar Center for Retirement & Policy Studies published new research which examines potential retirem.
- 07/30/2024
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The Top 7 Fintech Stocks to Buy Now: Summer 2024
- There's a lot of money in money. The fintech industry is projected to maintain a compounded annual growth rate of 16.5% from now until 2032.
- 07/29/2024
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Going Beyond Morningstar's 10 Best Value Stocks List
- Morningstar published 10 Best Value Stocks to Buy for the Long Term, undervalued blue-chip stocks with low price to fair value. Valuation and future return of each stock analyzed, compared to the S&P 500, Bristol-Myers has the highest potential rate of return. In comparison to Morningstar's 10 Best Value Stocks with 10 Best Dividend Stocks, Bristol-Myers stands out as undervalued with a high potential return.
- 07/01/2024
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Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. 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.
- 06/24/2024
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Gabelli Funds Portfolio Managers to Present at Morningstar Investment Conference in Chicago June 26-27
- RYE, N.Y., June 21, 2024 (GLOBE NEWSWIRE) -- Gabelli Funds (“GAMCO”) (OTCQX: GAMI) announced today that it will be the Principal Sponsor of the Morningstar Investment Conference in Chicago for the second consecutive year. Two Portfolio Managers, John Belton and Tony Bancroft, will present at the conference on June 26th and 27th, respectively.
- 06/21/2024
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AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
- CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), today announced a strategic alliance with Morningstar Wealth , a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN).
- 06/20/2024
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Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--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 investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in Nort.
- 06/18/2024
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Subscription Model Drives Record Customer Advocacy and Satisfaction Rates for eDreams ODIGEO
- BARCELONA, Spain--(BUSINESS WIRE)--eDreams ODIGEO (‘The Company'), the world's leading travel subscription platform and one of Europe's largest e-commerce businesses, today announced that it has achieved record customer advocacy and satisfaction levels following the pivot to a subscription-led model. This is supported by millions of data points, including customer related KPIs1 that are included in the Company's Non-financial Statement that is independently verified by external auditors, ensuri.
- 06/18/2024
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Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces significant enhancements to Morningstar Sustainalytics flagship ESG Risk Ratings, covering more than 16,000 companies globally. The corporate governance methodology enhancements were implemented on May 30 and stronger material ESG risk measures will be implemented in the coming months. Laura Lutton – Director of ESG Product Management, Morningstar Sustainalytics “Ou.
- 06/12/2024
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3 ETFs to Buy for Life-Changing Returns
- A recent article about ETFs to buy from Morningstar.com caught my attention for a few reasons. First, Ryan Jackson, a manager research analyst for passive strategies for Morningstar, recommended highly rated ETFs that have struggled recently.
- 06/10/2024
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Should iShares Morningstar Small-Cap ETF (ISCB) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Morningstar Small-Cap ETF (ISCB), a passively managed exchange traded fund launched on 06/28/2004.
- 06/10/2024
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Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
- The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
- 06/04/2024
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Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
- Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on 06/28/2004.
- 05/30/2024
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Going Beyond Morningstar's 10 Best Dividend Stocks List
- Morningstar published their 10 Best Dividend Stocks, which are undervalued blue-chip stocks with reliable dividends. The article analyzes the valuation and estimated future total return of each stock, comparing them to the S&P 500. Comcast has the highest potential rate of return among the 10 stocks, while Sempra has the lowest.
- 05/27/2024
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'Stock is undervalued': Morningstar's Nicolas Owens on Boeing's latest setback
- Nicolas Owens, Morningstar Equity Analyst, joins 'Fast Money' to talk Boeing's latest setback and his take on where the stock should be.
- 05/23/2024
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Morningstar to Appoint Rod Diefendorf as President and Chief Operating Officer of PitchBook
- SEATTLE--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Rod Diefendorf will be appointed the next leader of PitchBook as President and Chief Operating Officer, reporting to Morningstar CEO Kunal Kapoor. This appointment comes after PitchBook founder John Gabbert announced his plans to depart. “Rod is a proven leader who has worked alongside John for years and knows PitchBook inside and out. He is well equipped to continue.
- 05/22/2024
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Morningstar: Anglo American has been good at playing 'hard to get'
- Jon Mills, equity analyst at Morningstar, says BHP's last bid for Anglo American is "getting expensive" ahead of Wednesday's deadline for a formal offer.
- 05/22/2024
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Insider Buying: CEO McNulty Martin D. Jr. Acquires 18,962 Shares of Acacia Research Corp (ACTG)
- On May 17, 2024, McNulty Martin D. Jr., CEO of Acacia Research Corp (ACTG, Financial), purchased 18,962 shares of the company, as reported in a recent SEC Filing. This transaction increased the insider's total holdings to 58,962 shares over the past year, with no recorded sales. Acacia Research Corp (ACTG, Financial) specializes in patent licensing and enforcement, helping patent owners protect their intellectual property rights. The company's shares were priced at $5.29 on the day of the transaction, resulting in a market cap of approximately $546.12 million. The price-earnings ratio of Acacia Research Corp stands at 15.25, which is below the industry median of 23.45. This valuation metric suggests a potentially lower valuation relative to peers. According to the GF Value, the intrinsic value of Acacia Research Corp is estimated at $4.93 per share, making the stock modestly overvalued with a price-to-GF-Value ratio of 1.07. The GF Value is calculated based on historical trading multiples, a GuruFocus adjustment factor, and future business performance estimates provided by Morningstar analysts. The insider transaction trend for Acacia Research Corp shows a positive sentiment, with four insider buys and no sells over the past year. This recent purchase by the insider could signal confidence in the company's future prospects or undervaluation based on internal assessments. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.
- 05/20/2024
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Kingsview Wealth Management LLC Decreases Stock Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)
- Kingsview Wealth Management LLC decreased its stake in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 23.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,368 shares of the exchange traded fund’s stock after selling 9,464 shares during the period. Kingsview Wealth Management LLC’s holdings in First Trust Morningstar Dividend Leaders Index were worth $1,125,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds also recently added to or reduced their stakes in FDL. International Assets Investment Management LLC boosted its holdings in shares of First Trust Morningstar Dividend Leaders Index by 4,153.7% in the fourth quarter. International Assets Investment Management LLC now owns 4,647,283 shares of the exchange traded fund’s stock worth $166,745,000 after buying an additional 4,538,031 shares during the last quarter. Ameriprise Financial Inc. increased its stake in shares of First Trust Morningstar Dividend Leaders Index by 6.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,565,995 shares of the exchange traded fund’s stock worth $85,829,000 after purchasing an additional 163,492 shares in the last quarter. Envestnet Portfolio Solutions Inc. bought a new position in First Trust Morningstar Dividend Leaders Index in the 3rd quarter worth $4,625,000. Wetzel Investment Advisors Inc. purchased a new position in First Trust Morningstar Dividend Leaders Index during the fourth quarter valued at $4,065,000. Finally, Advisor Resource Council grew its holdings in First Trust Morningstar Dividend Leaders Index by 390.7% during the fourth quarter. Advisor Resource Council now owns 116,104 shares of the exchange traded fund’s stock valued at $4,166,000 after purchasing an additional 92,444 shares during the period. First Trust Morningstar Dividend Leaders Index Stock Up 0.3 % Shares of FDL opened at $39.01 on Monday. The business has a 50-day simple moving average of $37.78 and a two-hundred day simple moving average of $36.29. First Trust Morningstar Dividend Leaders Index has a 52 week low of $31.47 and a 52 week high of $39.01. The stock has a market cap of $4.07 billion, a price-to-earnings ratio of 12.51 and a beta of 0.73. First Trust Morningstar Dividend Leaders Index Profile (Free Report) First Trust Morningstar Dividend Leaders Index Fund, seeks investment results that correspond generally to the price and yield of an equity index called the Morningstar Dividend Leaders Index (the Index). The Fund will invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the Index.
- 05/20/2024
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Morningstar, Inc. Reports First-Quarter 2024 Financial Results
- CHICAGO--(BUSINESS WIRE)--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 colleag.
- 04/24/2024
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New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published “Morningstar's Guide to U.S. Active ETFs,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs). Overall, the report found that active ETFs can be a cost-effective, tax-efficient approach to active management for investors, but as with any active investment, can carry risk over the long te.
- 04/23/2024
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Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next
- Chipotle recently announced a 50-for-1 stock split set to take effect on June 25, one of the biggest splits in New York Stock Exchange history Microsoft shares soared 249% over the last five years, positioning the company as a stock split candidate in 2024. Microsoft is the largest enterprise software vendor and the second largest cloud services provider, and artificial intelligence products could boost growth in both areas of the business.
- 04/18/2024
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VanEck Launches Wide Moat ETFs for Value and Growth
- On Thursday, VanEck added two new ETFs to its growing ETF roster – the VanEck Morningstar Wide Moat Value ETF (MVAL) and the VanEck Morningstar Wide Moat Growth ETF (MGRO). Both funds seek exposure to companies with good valuation and a wide moat rating.
- 03/28/2024
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Morningstar Publishes Fourth Annual Corporate Sustainability Report
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fourth annual Corporate Sustainability Report, examining the company's efforts to incorporate sustainability practices and environmental, social, and governance (ESG) data across the firm. “At Morningstar, we believe promoting transparency, increasing access to useful data, and empowering choice will support successful outcomes for investors,” said Kunal Kapoor,.
- 03/28/2024
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Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual Target-Date Strategy Landscape Report, which found that in 2023 investors poured $156 billion of net inflows into target-date strategies, of which $104.5 billion—or 67%—went into collective investment trusts (CITs). Net flows slightly increased year-over-year, helping propel assets to a record high $3.5 trillion. “Investors in target-date strategies large.
- 03/26/2024
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Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. 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.
- 03/25/2024
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Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
- CHICAGO--(BUSINESS WIRE)--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 investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in N.
- 03/15/2024
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Morningstar Announces Agenda for 2024 Morningstar Investment Conference
- CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference, set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago's Navy Pier. “We are reimagining our conference this year to coincide with Morningstar's 40th anniversary,” said Kunal Kapoor, chief executive officer at Morningstar. “The event is coming.
- 03/13/2024
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Morningstar, IShares ETFs Provider Hit New Highs
- Morningstar stock jumped to new highs after fourth quarter results. iShares ETFs owner BlackRock also hit a new high.
- 02/23/2024
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Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results
- CHICAGO--(BUSINESS WIRE)--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 ca.
- 02/22/2024
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Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform
- Integrating Company Research and Evaluation Processes to Curate Investment Choices CHICAGO , Feb. 12, 2024 /PRNewswire/ -- Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S. Wealth Platform, after undergoing a rigorous selection process. This expansion offers increased flexibility and choice to advisors and their clients, elevating the advisor-investor experience.
- 02/12/2024
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3 Top Stock Picks from America's Leading SMID-Cap Fund
- There are small-cap funds, and there are mid-cap funds, and those invest in both. These are what you call SMID-Cap funds.
- 02/07/2024
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Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2023 Financial Results on Feb. 22
- CHICAGO , Jan. 22, 2024 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2023 financial results after the market closes on Thursday, Feb. 22, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 01/22/2024
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Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
- iCapital's investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. CHICAGO and NEW YORK , Jan. 17, 2024 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, today announced a strategic relationship to provide Advisor WorkstationSM users with access to alternative investments and analytics for the first time.
- 01/17/2024
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This Growth Stock Soared 391% in 2023. It Could Fall 48% in 2024, According to Wall Street.
- Coinbase operates the largest cryptocurrency exchange in the U.S. measured by trading volume. The company has earned trust and built brand authority with investors, giving the company pricing power.
- 01/03/2024
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5 Upcoming Dividend Increases To Start 2024, Including A Dividend King
- ABM Industries extends its 56-year streak of dividend increases with a 2.3% increase.
- 12/28/2023
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Morningstar Direct Web Services Brings Sophisticated Investment Data, Research, and Calculation APIs to Power Firms' Digital Platforms
- 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 and applications.
- 12/13/2023
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Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
- 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.
- 12/01/2023
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Morningstar and PitchBook Introduce New Indexes to Provide Investors with Deeper Insight into Emerging Venture Capital Companies
- CHICAGO , Nov. 15, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook Global Unicorn Industry Vertical Indexes™, a suite of eleven indexes that take Morningstar's global unicorn index series to the next level by offering insights into the industry trends that are propelling and shaping today's venture capital innovation economy. The new indexes combine the leading venture company data, analytics and insights from PitchBook, an independent subsidiary of Morningstar, with the indexing expertise of Morningstar Indexes, one of the fastest-growing global index providers.
- 11/15/2023
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Ticking Time Bombs: 3 Financial Services Stocks to Dump Before the Damage Is Done
- High-interest rates are here to stay for the foreseeable future. Financial services stocks promise to be some of the most affected by the Fed's pronouncement.
- 09/28/2023
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Morningstar, Inc. to Announce Third-Quarter 2023 Financial Results on Oct. 25
- CHICAGO , Sept. 25, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2023 financial results after the market closes on Wednesday, Oct. 25, 2023.
- 09/25/2023
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3 Stealth AI Stocks That Everyone Is Overlooking
- If you're putting together a list of overlooked AI stocks, I wouldn't try to sneak Nvidia (NASDAQ: NVDA ) on it. Even investor neophytes know about CEO Jensen Huang's obsession with artificial intelligence ( AI ) and generative AI at the enterprise level.
- 09/21/2023
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Morningstar, Inc. to Announce Second-Quarter 2023 Financial Results on July 26
- CHICAGO , June 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2023 financial results after the market closes on Wednesday, July 26, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 06/26/2023
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Morningstar: Headwinds Continue
- Morningstar, Inc. started 2023 on a soft note. Topline sales growth has stabilized, as the contribution of some secular growth engines is offset by lower activity levels.
- 04/28/2023
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Taking Another Look at Jack Henry
- The popular investment website and weekly magazine Barron's recently recommended Jack Henry & Associates Inc. ( JKHY , Financial) as a "safe bet to take advantage of the turmoil" surrounding the recent ongoing banking crisis in the U.S. I have looked at the stock in the past and considered it too pricey, but now that the price tag has come down somewhat, and with Barron's recommendation, I decided to take another look at Jack Henry.
- 04/10/2023
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Risk-Reward With Block
- A report published last week by short seller Hindenburg Research exposes key problems with Block Inc. ( SQ , Financial). According to the short seller's two-year investigation, the company has committed numbers fraud on back of accounts created by scammers, avoided regulation, dressed up predatory loans and fees as revolutionary technology and misled investors with inflated metrics.
- 03/30/2023
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Morningstar, Inc. to Announce First-Quarter 2023 Financial Results on April 26
- CHICAGO , March 27, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2023 financial results after the market closes on Wednesday, April 26, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 03/27/2023
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Charles Schwab's Insiders Plunge Further Into Company's Shares
- Amid the ongoing pressure in financial services stocks, several insiders at Charles Schwab Corp. ( SCHW , Financial) purchased shares of the Westlake, Texas-based company over the past week according to the Insider Trades page, a Premium feature of GuruFocus based on SEC Form 4 filings.
- 03/15/2023
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Morningstar: Very Soft Performance
- Morningstar has seen a massive valuation re-rating over the past year. Solid organic growth and low interest rates meant that shares got propelled too high beforehand.
- 02/26/2023
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BYD: Charlie Munger's Favorite Stock
- When rumors first began surfacing last year that Berkshire Hathaway ( BRK.A , Financial)( BRK.B , Financial) was trimming some of its stake in Chinese electric vehicle maker BYD Co. Ltd. ( HKSE:01211 , Financial), some investors worried that Charlie Munger (Trades, Portfolio) or Warren Buffett (Trades, Portfolio) might be turning bearish on the stock.
- 02/16/2023
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Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2022 Financial Results on Feb. 23
- CHICAGO , Jan. 23, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2022 financial results after the market closes on Thursday, Feb. 23, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 01/23/2023
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Jacobs Solutions Gets Its Earnings Back on Track
- Over the five years between 2013 and 2018, earnings at Jacobs Solutions Inc. ( J , Financial) kept declining. From $3.23 at the end of fiscal 2013 (the company's fiscal year ended Sept.
- 01/17/2023
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8 Upcoming Dividend Increases To Start 2023
- All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. They have an average increase of 13% and a median increase of 7.6%.
- 12/29/2022
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Retirees: Could Your Retirement Portfolio Benefit From More Bonds?
- Bonds may be poised for a big comeback. Do they deserve a bigger spot in your portfolio?
- 12/28/2022
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ARK Innovation: Will the Meltdown Ever End?
- After a very rough 2021, investors in Catherine Wood (Trades, Portfolio)'s ARK Investment Management and its ETFs were hoping the firm could turn things around this year. Alas, this was not meant to be, as 2022 has proven even worse.
- 12/27/2022
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Guidewire: A Guide to 30% Upside
- Guidewire Software Inc. ( GWRE , Financial) is a stock I looked at in the past but had passed over at the time because I thought it was too expensive. Recently, it popped up on my radar again because the price looks much more reasonable now.
- 12/27/2022
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Cell Tower REITs Are Finally on Sale
- When the latest bull market began cooling off amid a declining economy, soaring inflation and rising interest rates, many value investors started looking for bargains.
- 12/01/2022
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Morningstar: Have We Reached Fair Value Yet?
- Morningstar is still reporting solid growth rates for revenue as well as earnings per share. The acquisition of the LCD business from S&P Global had a negative effect on the balance sheet, but is no reason to worry.
- 09/26/2022
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7 Tech Stocks to Buy During a Stock Market Crash
- With the Federal Reserve committed to doing whatever it takes to tackle soaring inflation, investors will likely see their favorite tech stocks to buy stumble. Still, this may not be the appropriate time to give up on the broader innovation sector.
- 09/23/2022
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Morningstar: Wait For A Pullback
- Morningstar is now down over 35% from its all-time high. The company has very strong fundamentals and continues to see strong growth opportunities from ESG and its pitchbook segment.
- 09/23/2022
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This Short-Squeeze Candidate Could Actually Pan Out in the Long Run
- A well-known barbecue grill brand's foray into public markets has burned a bunch of investors, but a tasty meal is still on the menu.
- 07/10/2022
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Morningstar, Inc. to Announce Second-Quarter 2022 Financial Results on July 27
- CHICAGO , June 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2022 financial results after the market closes on Wednesday, July 27, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 06/27/2022
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Morningstar - Not A Star Here
- Morningstar´s shares have enjoyed sound operational performance and valuation multiple inflation in recent years. Higher interest rates result in some valuation multiple compression, but valuations remain very demanding here.
- 04/27/2022
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Top Trending Investments For This Week
- We've crunched the data to bring you the latest top trending investments that stand out in a fast-moving market.
- 04/12/2022
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Morningstar buying LCD from S&P for up to $650 million
- Morningstar Inc. MORN, -0.30% on Monday said it agreed to buy Leveraged Commentary & Data (LCD) from S&P Global for up to $650 million in cash. LCD specializes in leveraged loan data, news, analysis, and indexes in the private credit arena.
- 04/04/2022
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11 Dividend Increases To Start 2022 Including A Dividend King
- 11 Dividend Increases To Start 2022 Including A Dividend King
- 01/01/2022
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Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for September 2021
- CHICAGO, Oct. 19, 2021 /PRNewswire/ -- 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 September 2021. Long-term mutual funds and ETFs had $58 billion of inflows in September, their lowest intake since October 2020 when they gathered $15 billion.
- 10/19/2021
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Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share
- CHICAGO, Oct. 8, 2021 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable Oct. 29, 2021 to shareholders of record as of Oct. 19, 2021.
- 10/08/2021
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Morningstar, Inc. to Announce Third-Quarter 2021 Financial Results on Oct. 27
- CHICAGO, Sept. 27, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its third-quarter 2021 financial results after the market closes on Wednesday, Oct. 27, 2021.
- 09/27/2021
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Morningstar Addresses 'Know Your Product' Obligations of the Client Focused Reforms with the Launch of the Due Diligence Module into Morningstar Advisor Workstation
- TORONTO, Sept. 21, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar Due Diligence ModuleSM, empowering advisors to evaluate and document a reasonable range of alternatives prior to making an investment recommendation.
- 09/21/2021
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Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for August 2021
- CHICAGO, Sept. 17, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for August 2021.
- 09/17/2021
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Morningstar Acquires Moorgate Benchmarks to Fuel Indexing Growth and Disruption
- CHICAGO, Sept. 8, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the acquisition of Moorgate Benchmarks, a privately held European-based global provider of index design, calculation, and administration.
- 09/08/2021
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These 3 Dividend ETFs Are a Retiree's Best Friend
- Income-seeking investors don't have to mess with a bunch of individual stocks to build a diversified dividend portfolio. A couple of different funds could do the trick in a snap.
- 08/20/2021
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Morningstar, Inc. Reports Second-Quarter 2021 Financial Results
- CHICAGO, July 28, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, delivered strong revenue growth, profitability, and cash generation in the second quarter of 2021. "Morningstar is meeting the moment," said Kunal Kapoor, Morningstar's chief executive officer.
- 07/28/2021
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3 Stocks Insiders Are Selling
- When insiders sell shares, it indicates their concern in the company's prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock.
- 07/23/2021
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Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for June 2021
- CHICAGO, July 19, 2021 /PRNewswire/ -- 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 June 2021. Long-term mutual funds and ETFs gathered $106 billion in June, up from May's $83 billion.
- 07/19/2021
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Morningstar Risk Ecosystem Launches Across 7 Million Portfolios to Help Advisors Put Investors' Best Interests at the Core of Investment Advice
- Morningstar Portfolio Risk Score and Risk Comfort Range, new components of the Morningstar Risk Ecosystem, debut as part of creating an investor-centric risk measurement approach for financial advisors seeking to provide more personalized investment advice, meet evolving regulatory standards, and build better businesses CHICAGO, July 1, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Morningstar Portfolio Risk Score and Risk Comfort Range, new risk measurement tools in the Morningstar Risk Ecosystem, an evidence-based, transparent and independent set of methodologies to provide a more rigorous and manageable client profiling and investment planning process for firms and their advisors. The launch of the Morningstar Risk Ecosystem, including its new Morningstar Portfolio Risk Score and Risk Comfort Range, marks a new approach to risk measurement and analysis that aligns Morningstar methodologies for scoring portfolio risk and assessing a client's risk profile and tolerance.
- 07/01/2021
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Morningstar Announces Agenda for 2021 Morningstar Investment Conference
- CHICAGO, June 30, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for its 33rd annual Morningstar Investment Conference, set to occur Wednesday, September 22 through Friday, September 24, 2021. This year's hybrid event will allow attendees to engage in any combination of three ways: in-person attendance at McCormick Place Convention Center in Chicago, digital attendance, and virtual reality attendance.
- 06/30/2021
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Morningstar, Inc. to Announce Second-Quarter 2021 Financial Results on July 28
- CHICAGO, June 28, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its second-quarter 2021 financial results after the market closes on Wednesday, July 28, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 06/28/2021
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Winners Announced for 2021 Morningstar Awards for Investing Excellence
- 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.
- 06/21/2021
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Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for May 2021
- CHICAGO, June 15, 2021 /PRNewswire/ -- 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 May 2021. Long-term mutual funds and ETFs collected $83 billion during May, materially less than their $156 billion haul in March and $124 billion intake in April.
- 06/15/2021
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Morningstar Announces Nominees for 2021 Morningstar Awards for Investing Excellence
- CHICAGO, June 14, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2021 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.
- 06/14/2021
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10 Best Stocks to Buy That Will Get You Through the Day
- If you're looking for stocks to buy, sometimes it pays off to consider the brands you use daily and can't live without. The post 10 Best Stocks to Buy That Will Get You Through the Day appeared first on InvestorPlace.
- 06/10/2021
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Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for April 2021
- CHICAGO, May 17, 2021 /PRNewswire/ -- 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 April 2021. For the month, long-term mutual funds and exchange-traded funds collected $124 billion in April, down from a record $156 billion in March.
- 05/17/2021
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Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share
- CHICAGO, May 14, 2021 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable July 30, 2021 to shareholders of record as of July 9, 2021.
- 05/14/2021
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Doniel Sutton Elected to Morningstar's Board of Directors
- CHICAGO, May 14, 2021 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that Doniel Sutton, chief people officer of Fastly, Inc., has been elected to Morningstar's board of directors. Prior to Sutton's role at global cloud platform services provider Fastly, Inc., she served as head of people at online payments company PayPal Holdings, among other human resources roles in her seven-year tenure at the company.
- 05/14/2021
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New Morningstar Sustainability Assessments for Companies, Funds, and Asset Managers Now Available Across Morningstar Products and Services
- CHICAGO, May 12, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, this week launched two new environmental, social, and governance (ESG) assessments—the Morningstar® ESG Commitment Level for strategies and asset managers, and the Morningstar® ESG Risk Rating Assessment for companies—across its flagship platforms, including investment research platform Morningstar DirectSM and investor website Morningstar.com®. These new assessments add to Morningstar's toolkit of independent ratings designed to simplify investing and support long-term decision-making.
- 05/12/2021
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Morningstar, Inc. Reports First-Quarter 2021 Financial Results
- CHICAGO, April 28, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported first-quarter 2021 financial results. "Broad-based growth reflects strength across our business," said Kunal Kapoor, Morningstar's chief executive officer.
- 04/28/2021
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Morningstar presses court to dismiss SEC's mortgage ratings lawsuit
- Ratings and research firm Morningstar Inc has asked a New York judge to dismiss a lawsuit filed by the top U.S. securities regulator over ratings of commercial mortgage-backed securities, according to a court document.
- 04/20/2021
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My Top Renewable Energy Stock to Buy in April
- There might be some showers in the forecast this month, but that doesn't mean you should turn your back on a leading solar stock.
- 04/06/2021
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Morningstar, Inc. to Announce First-Quarter 2021 Financial Results on April 28
- CHICAGO, March 29, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2021 financial results after the market closes on Wednesday, April 28, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
- 03/29/2021
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Morningstar Report Finds that Retirement Savers' Contributions Suffer Even as Target-Date Strategies Rebounded from Q1 2020 Bear Market
- CHICAGO, March 18, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual Target-Date Strategy Landscape Report, finding that total assets in target-date strategies stood at approximately $2.8 trillion at the end of 2020, an increase of 20% over the previous year. Flows into target-date funds and collective investment trusts (CITs) dropped to $52.3 billion in 2020, a 59% decline from 2019.
- 03/18/2021
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Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for February 2021
- CHICAGO, March 17, 2021 /PRNewswire/ -- 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 February 2021. For the month of February, long-term mutual funds and ETFs collected a record $144 billion.
- 03/17/2021
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Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share
- CHICAGO, Feb. 23, 2021 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable April 30, 2021 to shareholders of record as of...
- 02/23/2021
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Diamonds Are Forever, and So Are These 500 Stocks
- These stocks are the investment of a lifetime.
- 02/14/2021
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One Renewable Energy Stock to Buy and One to Avoid
- Of these two green energy options, it's the lesser-known name that can electrify investors' returns.
- 01/29/2021
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Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2020 Financial Results on February 18
- CHICAGO, Jan. 25, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its fourth-quarter and full-year 2020 financial results after the market closes on Thursday, February 18, 2021. The company does not hold analyst conference calls; however, investors may submit written...
- 01/25/2021
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Wide-Moat ETF: A Passive Way To Invest In Economic Moats
- Wide-Moat ETF: A Passive Way To Invest In Economic Moats
- 12/28/2020
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Morningstar and iShares Join Forces to Lead the Industry in Style Investing
- CHICAGO & NEW YORK--(BUSINESS WIRE)--In a commitment to reinvent the $3.0 trillion style investing market for U.S. equities, Morningstar and iShares are joining forces. Morningstar, Inc. (Nasdaq: MORN) is a leading provider of independent investment research and has been a leader in style analysis and investing since the creation of the Morningstar Style Box™ in 1992. iShares is the leading global issuer of ETFs, with more than $2.5 trillion in assets under management. In January 2021, Mornings
- 12/15/2020
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Morningstar, Inc. Declares Quarterly Dividend of 31.5 Cents Per Share and Authorizes New $400 Million Share Repurchase Program
- CHICAGO, Dec. 4, 2020 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 31.5 cents per share. The dividend is payable Jan. 29, 2021 to shareholders of record as of Jan....
- 12/04/2020
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Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for October 2020
- CHICAGO, Nov. 18, 2020 /PRNewswire/ -- 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 October 2020. In the lead up to November's elections, long-term mutual funds...
- 11/18/2020
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Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers
- CHICAGO, Nov. 17, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has begun formally integrating environmental, social, and governance (ESG) factors into its analysis of stocks, funds, and asset managers....
- 11/17/2020
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My Top Gold Stock to Buy in November
- With a balance sheet worth its weight in gold, this company deserves to be on the buylists of precious metals investors.
- 11/04/2020
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Morningstar Study of 61 of the Largest 529 College-Savings Plans Spurs Shakeup of Ratings with New Methodology Enhancements
- CHICAGO, Oct. 27, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced updates to the Morningstar Analyst Ratings™ for 61 of the nation's largest 529 college-savings plans, which represent approximately 97% of the...
- 10/27/2020
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Here’s why women fund managers regularly outperform men, and seven stocks that’ll help you do the same
- It's not about risk aversion, which older studies have concluded. It's more about decision-making skills.
- 10/23/2020
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How JPMorgan’s $4bn tech fund is riding the boom on Tesla and PayPal to beat active flows
- The US asset manager pulled in €1.9bn last month, driven by demand for its funds offering exposure to China and US technology companies
- 10/23/2020
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2 Amazing Hyper-Growth Blue-Chips For Your Correction Watchlist
- There are just five core fundamentals that determine 91% of long-term returns, and thus make the difference between retiring in comfort, splendor or not retiring at all.
- 10/22/2020
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A Long-Closed Value Fund Is Open to New Investors — for Now
- The $11.5 billion T. Rowe Price Mid-Cap Value fund looks for quality investment opportunities at a good price. The fund reopened to new investors this past spring.
- 10/21/2020
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ConocoPhillips : DBRS Morningstar Places ConocoPhillips Under Review with Developing Implications Following Agreement to Acquire Concho Resources | MarketScreener
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Bank of New York Mellon Is Resilient In A Low Interest Rate Environment (NYSE:BK)
- BNY Mellon has a resilient business model based on fee driven revenues that allowed the company to only see a 1% reduction in revenue during Q3 2020.
- 10/20/2020
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Misery Loves Company: Behind the Boom in Oil Stock M&A
- Supreme Court agrees to hear major immigration cases, stimulus talks grind on, Intel sells flash-memory business to SK Hynix, and other news to start your day.
- 10/20/2020
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Freddie Mac : DBRS Morningstar Assigns Provisional Ratings to Freddie Mac Structured Pass-Through Certificates, Series K-118 | MarketScreener
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Corby Spirit And Wine: An Investment Thesis (OTCMKTS:CBYDF)
- Corby Spirit and Wine has a straightforward investment thesis. Its business model is simple, the corporation is consistently well managed, and it carries strong brands via its relationship with Pernod Ricard.
- 10/19/2020
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AMD: A Gambler's Bet (NASDAQ:AMD)
- Following an eternity of operational struggle, AMD finally turned the corner on the economic value creation front under its excellent leadership team.
- 10/19/2020
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Value stocks “worst for 100 years”
- Should you have some of these in your retirement accounts?
- 10/19/2020
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Oil Declines on Stimulus Doubts as More OPEC+ Supply Looms
- Oil Declines on Stimulus Doubts as More OPEC+ Supply Looms
- 10/19/2020
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BlackRock Supports Fewer Shareholder Requests for Climate Risk Disclosures
- Morningstar’s analysis of the 2020 proxy voting season found that BlackRock, which manages $7.3 trillion, supported 14% of shareholder proposals asking U.S. companies to provide climate risk disclosure reports. That’s down from its 25% support level last year.
- 10/18/2020
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Older Americans are selling the stock market, slowly but ceaselessly, to junior generations
- Yet the long-running story of boomers dumping their portfolios en masse on to the market and depressing equity values is mostly a red herring.
- 10/17/2020
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Investor Beware, as Morgan Stanley Trims Overlapping Funds
- Morgan Stanley’s acquisition of Eaton Vance is likely to trigger a wave of fund mergers and closures, which can cause headaches for fund investors. Most affected could be Eaton funds with out-of-favor strategies.
- 10/16/2020
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My Income Portfolio - The NAV Evolution
- Almost one year ago, I built an income portfolio based on 15 closed-end funds (CEFs) that I judged to have the best net asset value (NAV) performance since inception.
- 10/16/2020
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CSCO: The Best High Yielding Dividend Contender In The Margin Of Safety (NASDAQ:CSCO)
- Dividend Radar is a great resource to uncover opportunities among dividend-paying companies. Using Dividend Radar, we evaluate the best high yielding stock at or below Fair Value, with a 3-year Dividend CAGR of at least 8%.
- 10/16/2020
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Tesla: The Story Unfolds (NASDAQ:TSLA)
- Tesla's stock has soared, pre- and post-split. By traditional measures, Tesla stock is overvalued.
- 10/16/2020
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General Dynamics: I'm Adding Shares (NYSE:GD)
- General Dynamics is undervalued based on three valuation models. The stock is one of the higher-yielding defense stocks, and it is trading at one of the lowest valuations.
- 10/16/2020
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Column: ESG thrives in pandemic but amplifies growth-value split
- Column: ESG thrives in pandemic but amplifies growth-value split
- 10/16/2020
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Stocks keep sliding as stimulus deal uncertainty persists. What Cramer and two others are watching
- Worries around a stimulus deal getting done and coronavirus case count spikes overseas are putting pressure on U.S. stocks, but CNBC's Jim Cramer and others have their sights set elsewhere.
- 10/15/2020
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MOTI International Moat ETF: Enbridge, Baidu In; HSBC Out (BATS:MOTI)
- The VanEck Vectors Morningstar International Moat ETF (MOTI) is the international equivalent of the U.S.-focused MOAT ETF.
- 10/14/2020
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Morningstar : Fourth Annual Study of Health Savings Accounts Shows Fidelity's HSA Remains Top Choice For Both HSA Spenders and Investors | MarketScreener
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MOAT Wide-Moat ETF Rebalance: Facebook, Nike Out; Lockheed In (BATS:MOAT)
- The VanEck Vectors Morningstar Wide Moat ETF (MOAT) invests in U.S. companies considered to have wide economic moats as per Morningstar's methodology.
- 10/13/2020
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The Falling Out Of Love With CEFs
- Like most areas of the market, the time when people dislike the sector the most is typically the best time to get in.
- 10/13/2020
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Morningstar (NASDAQ:MORN) Rating Increased to Buy at BidaskClub
- Morningstar (NASDAQ:MORN) was upgraded by BidaskClub from a “hold” rating to a “buy” rating in a research report issued on Tuesday, BidAskClub reports. Separately, TheStreet raised Morningstar from a “c+” rating to a “b-” rating in a research report on Monday, June 15th. Shares of MORN opened at $182.85 on Tuesday. The company has a […]
- 10/13/2020
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Tax-Loss Harvesting: A Silver Lining For Single-Country ETFs?
- Tax-loss harvesting can be a silver lining for investors in single-country exchange-traded funds (ETFs).
- 10/13/2020
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Bill Nygren Market Commentary - 3Q20
- At Oakmark, we are long-term investors. We attempt to identify growing businesses that are managed to benefit their shareholders.
- 10/13/2020
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Private Equity Using New Technologies, Tactics to Deliver Investor Returns Despite Decrease in Global Dealmaking
- Despite a drop in global M&A YTD, PE firms especially in North America, are leaning into new tactics and technology to deliver investor returns.
- 10/13/2020
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Apple: Take The Money And Run (NASDAQ:AAPL)
- Besides maintaining durable EVA Margin levels on flagship hardware products, Apple excels in leveraging its ecosystem with adjacent offerings.
- 10/12/2020
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Can Wells Fargo, Boeing and Biogen Add Value? | ETF Trends
- I’ve written frequently about market valuation in recent months, and for good reason. It’s no secret that a small number
- 10/11/2020
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Morningstar (NASDAQ:MORN) Sets New 1-Year High at $178.60
- Morningstar, Inc. (NASDAQ:MORN)’s share price reached a new 52-week high during trading on Thursday . The stock traded as high as $178.60 and last traded at $178.44, with a volume of 8473 shares changing hands. The stock had previously closed at $170.00. Several research analysts have recently commented on the company. TheStreet raised Morningstar from […]
- 10/10/2020
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Amplify Online Retail ETF (IBUY) Announces Move to NYSE Arca Inc.
- Amplify ETFs announces that the Amplify Online Retail ETF (IBUY) will move its primary listing from the NASDAQ Stock Exchange to NYSE Arca Inc. IBUY w
- 10/09/2020
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The Tech Sector’s Dividend Allure Is in Growth, Not Yield
- “The thing we like about tech stocks is that we see a lot of runway for them to grow the dividends, first and foremost,” says Mike Barclay, co-manager of the $24 billion Columbia Dividend Income Fund.
- 10/08/2020
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General Dynamics: Providing Both Income And Growth (NYSE:GD)
- General Dynamics has some near-term challenges, but I see them as being speed bumps that are workable.
- 10/08/2020
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2 Fast-Growing Blue Chips Set To Soar
- The S&P 500 is up 7% from its recent lows, and once more in a speculative bubble. Fortunately, even for growth-hungry long-term investors, quality blue chips are always on sale.
- 10/08/2020
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In a year of drawdowns, this equity fund category has shined
- Looking at top performers in Greater China equity among Canadian-domiciled mutual funds
- 10/07/2020
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Continuing To Hold Pepsi For The Long Term (NASDAQ:PEP)
- I started a position in Pepsico shares after the market sell off in March. The company is a solid long term holding for most portfolios in my opinion and I regretted selling my initial shares after a healthy and quick gain.
- 10/07/2020
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Cisco: Your Opportunity Is Knocking (NASDAQ:CSCO)
- Despite the recent slowdown in network infrastructure spending, Cisco’s software and service-focused strategy could pay off handsomely over the long run.
- 10/07/2020
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Why a Winning Value Fund Likes UPS, Walmart, and Home Depot Stock
- A focus on value and ESG factors has helped the $6 billion Pioneer fund outperform most of its category peers, returning more than 15% on average annually for the past five years.
- 10/07/2020
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DNI: Delisting Imminent (NYSE:DNI)
- DNI to delist from the NYSE on October 8, 2020. Delisting is probably a move to get activists off their backs.
- 10/05/2020
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U.S. Boosts Crude Sales to China, Forcing Saudis to Find Other Markets
- The U.S. is quickly ramping up oil sales to China, the world’s biggest importer, forcing traditional suppliers in the Mideast to look for new markets or hold on to their crude in an already oversupplied world.
- 10/05/2020
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3 Buy And Hold Forever Blue-Chips For A Rich Retirement
- The S&P 500 is still 30% historically overvalued and Moody's is forecasting a lost decade for stocks, with -1.2% CAGR total returns over the next 10 years.
- 10/05/2020
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Anthem: This Undervalued Insurer Has 35% Upside (NYSE:ANTM)
- Anthem is adapting well to the current environment and has seen membership growth. The company has a number of growth drivers, which includes the growing senior population and cost-savings from the increased adoption of telemedicine.
- 10/05/2020
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The Best Bond Funds for Uncertain Times
- In a market as rapidly changing as this one, investors need to take a little more risk to get any income, and take on a little more safety to offset that added risk. Here’s how some top managers are approaching the market, and how you can invest.
- 10/02/2020
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Finding Undervalued Dividend Growth Stocks Using Dividend Radar's New Added Value Metrics
- In May, we introduced Dividend Radar, a weekly auto-generated spreadsheet of dividend growth stocks with dividend increase streaks of at least five years.
- 10/02/2020
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iShares Leverages the Full Breadth of BlackRock’s Investment Platform to Expand Megatrend ETF Line-Up
- The structural shifts influencing the future of the global economy and society have accelerated in 2020, leading to increased investor demand for strategies...
- 10/01/2020
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3 Fast-Growing, High-Yield Dividend Stocks That Are Outrageously Undervalued
- The current pullback has barely dented the current market bubble, with the S&P 500 still 40% historically overvalued.
- 10/01/2020
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ESG Focus: Covid, The Aftermath - Part 1 - FNArena
- Covid is being touted by many as the perfect opportunity to accelerate the transition to a circular, sustainable economy. It has exposed the vulnerable underbellies of critical and not-so-critical industries; guided to a grand future for others; and triggered fundamental shifts in economic monetary policy, the repercussions of which will reverberate for decades
- 09/30/2020
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Pfizer: Back On Track After A Lost Decade (NYSE:PFE)
- As a result of several operational and capital allocation missteps, Pfizer’s once stellar economic value creation capability has eroded dramatically over the past ten years.
- 09/30/2020
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Hudson Bay : DBRS Morningstar Assigns Ratings to Hudson's Bay Simon JV Trust 2015-HBS, Places All Ratings Under Review with Negative Implications | MarketScreener
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Unfriendly skies: Airline workers brace for mass layoffs
- About 40,000 workers in the airline industry are facing layoffs on Thursday unless Congress comes up with another aid package
- 09/30/2020
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Unfriendly skies: Airline workers brace for mass layoffs
- About 40,000 workers in the airline industry are facing layoffs on Thursday unless Congress comes up with another aid package
- 09/29/2020
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KONE: Hold The Elevator (OTCMKTS:KNYJF)
- KONE is one of the largest players in the elevator industry. The business is very robust due to its large net cash position.
- 09/29/2020
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The 3 Best Dividend Aristocrats Retirees Can Buy With Market Volatility This High
- The stock market is finally paying attention to the same risk factors that have existed for months, resulting in four straight weeks of declines for the S&P 500.
- 09/29/2020
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Fifteen TSX stocks that can reduce portfolio risk in a second wave
- Looking for lower-risk stocks in the CPMS Canadian universe
- 09/28/2020
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Lithium Junior Miner News For The Month Of September 2020
- Lithium prices were mixed for the month but remain low. Lithium market news - EU sounds alarmed on critical raw materials shortages - needs 18x more lithium by 2030, 60x by 2050.
- 09/28/2020
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Lithium Miners News For The Month Of September 2020
- Lithium prices were mixed for the past month. Lithium market news - EU sounds alarm on critical raw materials shortages - Needs 18x more lithium by 2030, 60x by 2050.
- 09/28/2020
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U.S. pension funds sue Allianz after $4 billion in coronavirus losses
- U.S. pension funds sue Allianz after $4 billion in coronavirus losses
- 09/28/2020
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Altria: Stocking Up At These Levels (NYSE:MO)
- Altria doesn't come without risks. However, the risks are more than priced in at the current share price.
- 09/27/2020
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Moat Index Review: Value Is In, Facebook Is Out | ETF Trends
- The Morningstar® Wide Moat Focus IndexSM (the “Index”) completed its quarterly review on Friday, September 18, 2020.
- 09/27/2020
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Retirement Dreams Can Come Down The Pembina Pipeline (NYSE:PBA)
- Today I'm signaling to mom that she has the opportunity to own a terrific SWAN stock that can be purchased at a very attractive price. While the U.S.
- 09/27/2020
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American International Group Inc. Grows Position in Morningstar, Inc. (NASDAQ:MORN)
- American International Group Inc. grew its stake in shares of Morningstar, Inc. (NASDAQ:MORN) by 21.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 541 shares of the business services provider’s stock after purchasing an additional 95 shares during the quarter. American International […]
- 09/27/2020
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JCE Looks Attractive Here With A 7.2% Distribution Yield And A 9.4% Discount (NYSE:JCE)
- The Nuveen Core Equity Alpha Fund is a covered call equity closed-end fund with about $225 million in assets under management.
- 09/26/2020
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These ETFs Can Help Reduce the Risk in Your Portfolio. But They Come With Different Risks.
- There’s no magic formula: Strategies that protect on the downside are going to limit gains on the upside. And they can be overly complex.
- 09/25/2020
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Sustainability Investing Is Changing the World Faster Than You Think
- ESG used to be an activist buzzword. Now it's driving fundamental changes to business.
- 09/25/2020
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Here’s how to invest for the next decade
- Yes, 2020 brought a lot of surprises. But here are some solid bets for your portfolio for the next several years.
- 09/25/2020
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Advisor Group Holdings Inc. Acquires 748 Shares of Morningstar, Inc. (NASDAQ:MORN)
- Advisor Group Holdings Inc. grew its holdings in Morningstar, Inc. (NASDAQ:MORN) by 15.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,679 shares of the business services provider’s stock after purchasing an additional 748 shares during the period. Advisor […]
- 09/25/2020
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Wide-Moat Stocks On Sale - The October 2020 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison.
- 09/25/2020
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These 2 High Yielding Regional Banks Offer Value
- Regional banks' stock prices are still down in some cases over -30% year-to-date. They have not participated in the market recovery.
- 09/24/2020
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VDIGX: The Dividend Growth Fund You Don't Buy For The Dividend (MUTF:VDIGX)
- Vanguard's actively managed Dividend Growth Fund has earned Morningstar's Gold rating for reliability few can match.
- 09/24/2020
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Acacia Research: Starboard Facilitates The Generation Of Absolute Return (NASDAQ:ACTG)
- Nearly a year ago, Acacia Research expanded its business strategy to generate absolute return. Starboard Value partnered with it to generate leads and provide financial backing.
- 09/24/2020
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The Best Warren Buffett Stocks To Consider In This Falling Market
- With the market selling off hard and both economic and political uncertainty on the rise, many investors yearn to turn to the most trusted and respected investors in history.
- 09/24/2020
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BlackBerry posts surprise revenue rise on higher software, licensing demand
- BlackBerry posts surprise revenue rise on higher software, licensing demand
- 09/24/2020
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Amid market volatility, these 15 TSX dividend stocks offer calm
- Looking for TSX dividend stocks offering steadying price and earnings attributes amid the market volatility
- 09/23/2020
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Les maisons de fonds au pied du mur de la durabilité
- À partir de mars 2021, toutes les maisons de fonds devront informer les investisseurs de la manière dont elles intègrent la durabilité dans leurs fonds. Mais cette date butoir imposée par l’Europe ne sera pas facile à respecter.
- 09/23/2020
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H&R Block: Pounce On This 7%+ Yielder That Insiders Are Buying At Multi-Year Lows (NYSE:HRB)
- Despite facing secular headwinds in its assisted tax preparation segment, H&R Block continues to deliver on the shareholder value creation front.
- 09/23/2020
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How Tesla stacks up against other tech juggernauts at similar stages — there’s good news and bad news
- Tesla shares are up almost 800% over the past year, with investors hoping that the company's buzzy strategy update on battery technology Tuesday will provide...
- 09/22/2020
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A ‘Net-Zero’ Portfolio Is a Pipe Dream. Here’s What Investors Can Do Instead to Fight Climate Change.
- Walmart and Morgan Stanley have joined the list of big companies unveiling plans to slash their net emissions of greenhouse gases to zero. Expect to hear more during New York City’s Climate Week conferences.
- 09/22/2020
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A ‘Net-Zero’ Portfolio Is a Pipe Dream. Here’s What Investors Can Do Instead to Fight Climate Change.
- Walmart and Morgan Stanley have joined the list of big companies unveiling plans to slash their net emissions of greenhouse gases to zero. Expect to hear...
- 09/22/2020
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Global Payments Will Have Difficulty Growing In The Current Economic Environment (NYSE:GPN)
- Global Payments is initiating a transformation in its issuer platform that will be provided on AWS. This will increase global reach and reduce risk due to a limited number of issuers.
- 09/22/2020
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Finance Chiefs Call on Executives to Help Fight Poverty, Climate Change
- CFOs at global companies urge their counterparts to make investment decisions that help achieve the U.N.’s Sustainable Development Goals.
- 09/21/2020
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Freddie Mac : DBRS Morningstar Confirms Ratings on 38 Freddie Mac-Issued CMBS Transactions | MarketScreener
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The U.S. Has a Deep Economic Racial Gap. How to Address the Challenges.
- Some proposals from Morningstar’s staffers on how to lessen racial inequities in income and wealth, investment participation, and workplace diversity.
- 09/20/2020
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Magellan Midstream: A Bubble Beater That Yields 11% (NYSE:MMP)
- At first glance, analysts can see some eerie similarities between Magellan Midstream Partners' and Realty Income's valuations from yesteryear.
- 09/19/2020
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Stifel Financial Corp Boosts Stock Holdings in Morningstar, Inc. (NASDAQ:MORN)
- Stifel Financial Corp boosted its stake in shares of Morningstar, Inc. (NASDAQ:MORN) by 11.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,333 shares of the business services provider’s stock after acquiring an additional 1,935 shares during the period. Stifel Financial Corp’s holdings in Morningstar were […]
- 09/18/2020
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Better Buy: Hang Seng Bank Vs. BOC Hong Kong (OTCMKTS:HSNGY)
- BOC Hong Kong can mitigate interest rate volatility slightly better by having more sources of non-interest income.
- 09/17/2020
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Hamish Chamberlayne, Janus Henderson : « Il doit y avoir une connexion entre vos convictions et votre façon d'investir »
- Vrai pionnière de l'investissement durable avec une stratégie dont les bases ont été posées il y a près trente ans, la société de gestion anglo-américaine Janus Henderson propose son expertise via plusieurs fonds dont Horizon Global Sustainable Equity Fund. Centré autour de dix thèmes d'investissement liés au développement durable (énergie verte, santé etc
- 09/17/2020
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Financial Advisors Are Becoming More Digital, Specialized—and Affordable
- Three panelists at the Morningstar Investment Conference offer some insight into what the post-pandemic advisory industry might look like in the next decade.
- 09/17/2020
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AbbVie: The Best Dividend Growth Challenger In The Margin Of Safety (NYSE:ABBV)
- Dividend Radar is a great resource to uncover opportunities among dividend-paying companies. Using Dividend Radar, we evaluate the best dividend challengers at or below fair value, with a 3-year total trailing return CAGR of at least 15%.
- 09/17/2020
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This Stock Fund Has Soared More Than 30% This Year. Here’s How.
- Its portfolio manager looks for companies with “the ability to grow a ton or shrink a lot” to determine what to buy or to bet against.
- 09/17/2020
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Advisor Group Holdings Inc. Raises Stock Position in iShares Global Energy ETF (NYSEARCA:IXC)
- Advisor Group Holdings Inc. increased its stake in iShares Global Energy ETF (NYSEARCA:IXC) by 20.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 122,925 shares of the company’s stock after purchasing an additional 20,817 shares during the quarter. Advisor Group Holdings Inc. owned 0.17% […]
- 09/17/2020
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2 High-Yield Anti-Bubble Blue-Chips Retirees Will Love
- Tech Bubble 2.0 continues to inflate with Snowflake soaring almost 1000% on its opening day. The S&P 500 is trading at its highest valuations in almost 20 years.
- 09/17/2020
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Twenty U.S. stocks with similar fundamentals to the S&P 500′s ‘Big Five’
- Looking for U.S. stocks with similar fundamentals to the Big Five tech giants of the S&P 500
- 09/16/2020
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There’s only one person who is looking out for your retirement. You.
- Yet more news it's down to us
- 09/16/2020
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Activision Blizzard: Here's Our Buy Price For This Gaming Giant (NASDAQ:ATVI)
- The company's focused strategy on its core franchises and alternative monetization methods is bearing fruit and the upcoming new releases have significant potential to surprise on the upside.
- 09/16/2020
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A Different Look At 'Defensiveness'
- Traditionally, the defensive sectors are considered to be healthcare, utilities, and consumer staples.
- 09/16/2020
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Vanguard Short-Term TIPS ETF: Underappreciated Investment (NASDAQ:VTIP)
- VTIP could be a rare beneficiary of rising rates in the fixed-income universe, since these tend to accompany periods of higher inflation.
- 09/15/2020
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Franklin Resources: A Dividend Champion With A 5.29% Yield (NYSE:BEN)
- Franklin Resources has been in decline, as the asset management industry faces huge fee and margin pressures.
- 09/15/2020
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Assurant: Diversify Your Dividend Income With This Insurer (NYSE:AIZ)
- Assurant is a unique insurer focused on less capital-intensive businesses. The stock is undervalued based on three valuation models.
- 09/15/2020
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Dividend strategy hinges on this key technical indicator staying positive
- Looking for a way to play market volatility, in which Canadian dividend growers go to cash when the market declines
- 09/14/2020
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Morningstar Offers 'Front-Row Seats' For VR Conference Attendees
- The financial services company has provided attendees an Oculus headset and related programming, an ambitious step.
- 09/14/2020
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Focusing on Valuations in a Distorted Market | ETF Trends
- Less than half of S&P 500 Index constituents have posted a positive total return thus far in 2020, yet the blue chip index sits comfortably in the black with a return of 9.74% through August.
- 09/13/2020
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These 3 Funds Balance Safety and Return
- Funds that perform better in downturns typically can’t keep up with the market when stocks are strong. These funds have long records of doing well in both scenarios.
- 09/11/2020
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A Value Investor's View On U.S. Small-Cap Stocks
- At the end of August 2020, small-cap value stocks in the Russell 2000 Value Index were trading near their lowest levels in 10 years, compared to the large-cap value stocks in the Russell 1000 Value Index, as measured by price-to-earnings (P/E) ratios.
- 09/11/2020
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Avoid these common flaws of many retirement plans
- Lots of retirees have regrets about their retirement choices. Here are 5 big things many people get wrong.
- 09/10/2020
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Yum China shares tumble more than 5% as it debuts in Hong Kong
- Yum China, which operates fast food restaurants KFC, Taco Bell and Pizza Hut in China, raised $2.22 billion by selling 41.9 million shares at 412 Hong Kong dollars ($53.16) apiece.
- 09/10/2020
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Saving for your child’s postsecondary education? Check out these target date funds
- Looking for target date mutual funds for your child’s future postsecondary education
- 09/09/2020
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Why backing a sector is not always the right way to play it - Stockhead
- The trend to date for investors has been to jump into stocks purely because of the sector they’re in. A case in point is the mad dash by retail investors to get into stocks that started making and selling masks and hand sanitisers when the COVID-19 pandemic hit. Tech has also been a favourite with […]
- 09/09/2020
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Why a $7B Fund Is Holding On to Disney and Alphabet Stock
- The co-managers of the $7 billion Diamond Hill Large Cap fund look to buy stocks with attractive valuations and hold them for at least five years. Alphabet and Walt Disney are among their holdings.
- 09/09/2020
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The Trump administration wants to discourage your 401(k) from including ESG investment options
- Two proposed rules imply that investment managers promote social goals over sound investment analysis — but that’s not what actually happens.
- 09/08/2020
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‘Active’ Stock ETFs Draw Billions in New Assets
- It’s too soon to tell whether these are good investments. But it is giving investors a greater number of choices.
- 09/08/2020
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15 High-Yield, Low Volatility Blue-Chips For The Ultimate Sleep Well At Night Retirement Portfolio
- Volatility is back, with stocks selling off 4.3% in the last two days. Far larger declines might be coming soon, up to 10% according to some analysts, perhaps more.
- 09/07/2020
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Deep Value Index Outperforms Nasdaq 14.6% Year-To-Date - Model Portfolio Update
- Net-Nets continue their ride higher. Although Nasdaq gained 10.7% during 21 July - 27 August and Net-Nets only gained 8%, Net-Nets are still up 44.1% YTD compared to Nasdaq's return of 29.6%.
- 09/04/2020
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TYG: This CEF Has Been Devastated By The COVID-19 Pandemic (NYSE:TYG)
- This CEF has been significantly hit by the COVID-19 pandemic and the low crude oil price environment. The key bullish catalyst is a sooner-than-expected end of the COVID-19 pandemic.
- 09/04/2020
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3 Top-Performing Active-Equity Funds From Schwab In 2020
- As you probably already know, 2020 has been somewhat of a roller coaster ride for many stocks and funds. This volatile environment hasn’t prevented Schwab’s...
- 08/28/2020
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Exxon Mobil Exit Reveals S&P 500 Index Structural Flaws
- Exxon joined the Dow Jones Industrial Average in 1928, entering the vaunted index before the violent market downturn that occurred alongside the Great Depression.
- 08/28/2020
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Beyond Meat, Incogmeato, Impossible Foods up ante in plant-based meat market
- Consumers hungry for more plant-based meat options are getting plenty Thursday.
- 08/27/2020
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Fed Stimulus Clears Path For Gold Run
- The case for gold investing has become more solid in recent weeks as gold rallied through its $1,800 per ounce technical resistance level and past its previous high of $1,921.
- 08/27/2020
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Equity analysts favour these 11 TSX stocks
- Gauging bullish sentiment: Looking for favourites among equity analysts
- 08/26/2020
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Why a Winning Growth Fund Likes PayPal and Autodesk Stock
- Its focus on high-quality, growing companies has led to holdings such as PayPal, Autodesk, and Adobe.
- 08/26/2020
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Buy Wyndham Stock. It’s Well Positioned to Ride Out Covid.
- Hotel companies may not look like a smart bet during a crisis that has driven a sharp decline in travel. But the world’s largest chain of franchised hotels could be an exception.
- 08/21/2020
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A strategy to outsmart the S&P 500 ‘bubble’
- Play US stock rebound the cheaper way
- 08/21/2020
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Buy Wyndham Stock. It’s Well Positioned to Ride Out Covid.
- Hotel companies may not look like a smart bet during a crisis that has driven a sharp decline in travel. But the world’s largest chain of franchised hotels...
- 08/21/2020
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Morningstar rolls out free ESG-screening tool - InvestmentNews
- The four-step platform is designed to identify funds that stand out in the expanding environmental, social and governance universe.
- 08/21/2020
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It’s Time to Prepare for a Weaker Dollar
- The dollar is down 10% in the past five months and is likely to fall further, Experts have suggestions on how investors should respond.
- 08/21/2020
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It’s Time to Prepare for a Weaker Dollar
- The dollar is down 10% in the past five months and is likely to fall further, Experts have suggestions on how investors should respond.
- 08/21/2020
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Here's what one of the best performing funds of the last decade is buying
- E-commerce company Shopify, Taiwan Semiconductor Manufacturing, Sea and Slack are now top holdings in T. Rowe Price's
- 08/21/2020
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Emerging Markets: A Value Investment Worth Considering
- Stocks Analysis by Brian Gilmartin covering: FTSE 100, iShares MSCI Emerging Markets ETF, SPDR S&P 500, US Dollar Index Futures. Read Brian Gilmartin's latest article on Investing.com
- 08/21/2020
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This small-cap growth fund is riding innovators like Carvana to a 40% return this year
- The 47-stock Taylor Frigon Core Growth Fund has returned nearly 40% this year thanks to bets on under-the-radar names.
- 08/20/2020
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A Small-Cap Stock Fund That Thrives in Uncertain Times
- The $10.7 billion Neuberger Berman Genesis fund benefits in times of uncertainty, such as now, because its companies can stand on their balance sheets and strong business models.
- 08/20/2020
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With Yields So Low, Should Bonds Be Part Of Your Portfolio?
- Why it might be worth looking for alternatives to U.S. Treasuries.
- 08/20/2020
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These 10 momentum stocks have led the pack in the TSX recovery
- Looking for momentum and growth within the S&P/TSX Composite Index
- 08/19/2020
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Bonds or bond funds—which is better?
- How to protect yourself when interest rates rise
- 08/19/2020
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Trump's New Iran Sanctions Might Not Kill the Nuclear Deal, But They Will Hurt the U.N.
- Secretary of State Mike Pompeo is reportedly heading to New York to invoke 'snapback' provisions of the Iran nuclear deal. It's an act of diplomatic vandalism.
- 08/19/2020
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Why Warren Buffett is betting on energy pipelines even as climate fears, and renewables, are rising
- Warren Buffett says he never makes a Berkshire Hathaway investment based on climate, and he recently backed that up with a $10 billion acquisition of energy pipelines. Was the billionaire investor right?
- 08/19/2020
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Should iShares Morningstar SmallCap Growth ETF (JKK) Be on Your Investing Radar?
- Style Box ETF report for JKK
- 08/19/2020
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Morningstar's Annual "Mind the Gap" Study Finds U.S. Investor Return Gaps Closing In as Fund Industry Grows in Size and Maturity
- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual study of U.S. investor returns, "Mind the Gap," which measures how investors' actual results stack up compared with reported total returns. The study estimates the performance of the average dollar invested in mutual funds and exchange-traded funds and compares it to the fund's time-weighted return. The difference, or "gap," represents the impact that the timing of investors' purchases and sales had on the investment outcomes they achieved. For the trailing 10-year period ended Dec. 31, 2019, Morningstar found that the areas that are home to the bulk of investors' assets in the U.S. have shown narrower return gaps over time. Two of the largest category groups—U.S. equity funds and allocation funds—fared the best, showing positive return gaps.
- 08/18/2020
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ESG defies naysayers as ‘sustainable’ investments become mainstream - CityAM
- Crises tend to accelerate trends. The upheavals of 2020 – from the global pandemic to the movement for racial justice
- 08/18/2020
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These 15 familiar S&P 500 stocks show growth potential
- Looking for S&P 500 stocks with growth characteristics
- 08/17/2020
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Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for July 2020
- 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 July 2020. Overall, long-term mutual funds and ETFs collected $43 billion in July, marking their fourth consecutive month of inflows. Total inflows from April through July were $164 billion, slightly more than half of the $327 billion of outflows that affected those funds in March.
- 08/17/2020
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Barrick Gold: A Crowded Trade Unwinds
- I have been bullish on precious metals equities since late 2015 and early 2016, with a bullish public article on Barrick Gold in May of 2018.
- 08/13/2020
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Should iShares Morningstar MidCap Value ETF (JKI) Be on Your Investing Radar?
- Style Box ETF report for JKI
- 08/12/2020
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T. Rowe Price Group: The Best Dividend Champion For All Cycles Is Now At Fair Value (NASDAQ:TROW)
- Dividend Radar is a great resource to uncover opportunities among dividend-paying companies. Using Dividend Radar, we evaluate the ten best Dividend Champions for all cycles – dividend growth stocks that have weathered the previous two recessions.
- 08/11/2020
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10 Dividend Growth Stocks For August 2020
- In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration.
- 08/11/2020
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What Brought Tricia Rothschild Back to WealthTech
- New Apex Clearing President Tricia Rothschild discusses Robinhood, robos and the move away from products and toward client services in wealth management.
- 08/11/2020
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33 Fit Dividend Stocks For Our Times: The August Assortment
- Kiplinger listed five sets of dividend stocks qualified to survive the COVID-19 pandemic. Barron's weekly added one more.
- 08/11/2020
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Gold Resource: A Disappointing Performance (NYSEMKT:GORO)
- Production for 2Q'20 was approximately 9,453 Oz Au Equivalent, down 36.4% compared to the same quarter a year ago and down 34.2% sequentially.
- 08/11/2020
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Vanguard FTSE All-World Ex-US ETF Should Benefit From Massive Fiscal And Monetary Policies By Major Governments In The World (NYSEARCA:VEU)
- Vanguard FTSE All-World ex-US ETF invests in large-cap and giant-cap stocks in the world excluding the U.S.
- 08/11/2020
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Sustainable investment funds just surpassed $1 trillion for the first time on record
- It comes amid growing investor interest in sustainable investment funds in the wake of the coronavirus pandemic.
- 08/11/2020
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The 5 Wealth Building Tools I Have Borrowed From Buffett
- Warren Buffett's Berkshire Hathaway has arguably been one of the best long-term wealth creation vehicles over an extended period of time.
- 08/11/2020
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Morningstar, Inc. (NASDAQ:MORN) Chairman Sells $1,100,833.76 in Stock
- Morningstar, Inc. (NASDAQ:MORN) Chairman Joseph D. Mansueto sold 6,742 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $163.28, for a total value of $1,100,833.76. Following the completion of the sale, the chairman now owns 20,092,073 shares of the company’s stock, valued at $3,280,633,679.44. […]
- 08/11/2020
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WeChat U.S. ban worries to cloud Tencent results as investors seek clarity
- WeChat U.S. ban worries to cloud Tencent results as investors seek clarity
- 08/11/2020
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Kinross Gold: Great Earnings But No Dividend (NYSE:KGC)
- KGC posted a profit of $195.7 million or $0.15 per share in second quarter 2020 compared to a profit of $71.1 million or $0.06 in the same quarter a year ago.
- 08/10/2020
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Why PayPal Could Soar To $350 Per Share (NASDAQ:PYPL)
- With its focus on e-commerce, online consumption and mobile payments, PayPal is one of the leading payment providers of the 21st century.
- 08/10/2020
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Sandstorm Gold: Next Quarter Should Be Excellent (NYSE:SAND)
- Sandstorm Gold posted revenue of $18.7 million for the three months ended June 30, 2020, compared with $21.5 million for the comparable period in 2019.
- 08/10/2020
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5 Safe Ultra-High-Yield Blue-Chips For A Rich Retirement
- Today the market is trading at the second highest valuations in history, despite some of the worst economic conditions ever.
- 08/10/2020
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8 Things Intel Investors Need To Know After The Stock's 20% Plunge (NASDAQ:INTC)
- Intel has made a fortune for investors over the past 34 years, turning $10,000 into over $1.25 million.
- 08/10/2020
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This growth fund's top 5 holdings have all more than doubled this year
- The market-beating strategy behind the BNY Mellon Small/Mid Cap Growth Fund.
- 08/10/2020
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Should iShares Morningstar LargeCap Value ETF (JKF) Be on Your Investing Radar?
- Style Box ETF report for JKF
- 08/10/2020
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Worried About Retailers? This ETF Says Think Again.
- The exchange-traded fund has rallied nearly this year, and now dwarfs its bricks-and-mortar-focused peers.
- 08/10/2020
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ESG funds attract record inflows during crisis
- Fast-growing segment is rare bright spot for active managers hit by investor shift into passive funds
- 08/10/2020
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Los fondos de oro superan al metal rey en 2020 pero suspenden a largo plazo
- Los fondos de cotizadas mineras ganan impulso en el año, así como llevan haciendo en los últimos cinco años. No obstante, para los inversores a largo plazo, en la década ganan los ETF
- 08/10/2020
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VanEck Model Portfolios Added to Envestnet Wealth Platform
- VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform
- 08/10/2020
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IGM Financial Inc. (IGIFF) CEO Jeff Carney on Q2 2020 Results - Earnings Call Transcript
- IGM Financial Inc. (OTCPK:IGIFF) Q2 2020 Earnings Conference Call August 06, 2020 01:00 PM ET Company Participants Keith Potter - Treasurer & Head-Investor Relations Jeff Carney - President & Chief Executive Officer-IG Wealth Management & IGM Financial Barry McInerney - President & Chief Executive Officer-Mackenzie Investments Luke Gould - Executive Vice President & Chief Financial Officer Conference Call Participants Gary Ho - Desjardins Capital Markets Geoff Kwan - RBC Capital Markets Scott Chan - Canaccord Genuity Tom MacKinnon - BMO Capital Graham Ryding - TD Securities Presentation Operator Thank you for standing by.
- 08/09/2020
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This Instagram post could unlock hundreds of millions of dollars for Black-owned businesses
- The 15 Percent Pledge saw a blitz of media coverage and it quickly caught the attention of major retailers, which are now doing what James had hoped: They are laying out concrete goals that are measurable.
- 08/09/2020
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The Top Monthly Pay Dividend Stocks And Funds For August
- Here are your August U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains: 1.
- 08/09/2020
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5 Safe And Cheap Dividend Stocks To Invest In (August 2020)
- This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms.
- 08/08/2020
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Mastercard: Fair Value Now, But A Strong Buy On Any Pullback (NYSE:MA)
- Mastercard's financial metrics are exceptionally good. Mastercard and its main competitor Visa enjoy extremely strong positions in the global card payments network that are unlikely to be challenged in the medium term.
- 08/08/2020
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Innovation Fortifies Drug Company Moats | ETF Trends
- The Morningstar® Wide Moat Focus IndexSM (the “Index”) has had an overweight position to the healthcare sector relative to the S&P 500 Index at many times historically.
- 08/08/2020
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Disney+ Is Huge Plus for Disney Shares
- Announcement that subscriptions have hit 60.5 million—four years ahead of schedule—boosts stock, despite awful quarterly results
- 08/08/2020
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COVID-19 As Inflection Point For Social Investing
- Interview with diverse panel of socially responsive asset managers for a better understanding of COVID-19 pandemic effects on the ESG, impact and social thematic investing universe.
- 08/07/2020
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62 10%+Yield Dividend Stocks Priced $5-15 For August Dog Days
- These dividend dog 10%+Yield at $5-15 prices are all sourced from YCharts, which allows a dividend yield to persist for 365 days after the most recent report if a dividend is cut.
- 08/07/2020
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