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 7,323 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
24%
upside
Avg. target
$355
24%
upside
High target
$355
24%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Jeff Silber | 24%upside $355 | Outperform Maintained | 12 May 2025 |
Financial journalist opinion
Based on 5 articles about MORN published over the past 30 days
Neutral
Business Wire
3 weeks ago
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.
Neutral
Business Wire
4 weeks ago
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.
Neutral
Business Wire
4 weeks ago
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.
Neutral
Business Wire
4 weeks ago
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.
Neutral
Business Wire
4 weeks ago
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.
Neutral
Business Wire
1 month ago
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.
Neutral
Business Wire
1 month ago
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.
Neutral
Business Wire
1 month 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 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.
Positive
Seeking Alpha
1 month 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
2 months 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.
Charts implemented using Lightweight Charts™