MorningstarMORN
MORN
About: Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
Employees: 11,085
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
293% more call options, than puts
Call options by funds: $4.35M | Put options by funds: $1.11M
200% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 3 (+2) [Q1 2025]
41% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 132
40% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 48
2% more funds holding
Funds holding: 445 [Q4 2024] → 456 (+11) [Q1 2025]
1.87% less ownership
Funds ownership: 59.98% [Q4 2024] → 58.11% (-1.87%) [Q1 2025]
14% less capital invested
Capital invested by funds: $8.66B [Q4 2024] → $7.46B (-$1.2B) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$355
19%
upside
Avg. target
$355
19%
upside
High target
$355
19%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Jeff Silber | 19%upside $355 | Outperform Maintained | 12 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
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.
Neutral
Business Wire
1 month ago
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.
Neutral
Business Wire
1 month ago
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.
Positive
Seeking Alpha
1 month ago
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.
Neutral
Business Wire
2 months ago
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.
Neutral
Business Wire
2 months ago
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.
Neutral
Business Wire
3 months ago
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.
Neutral
Business Wire
3 months ago
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.
Neutral
Business Wire
3 months ago
Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX
CHICAGO--(BUSINESS WIRE)--Morningstar today announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited.
Neutral
Business Wire
3 months ago
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.
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