MORN - Morningstar, Inc.
| Previous Close | 134.80 |
| Open | 134.41 |
| Bid | 134.97 x 800 |
| Ask | 135.25 x 800 |
| Day's Range | 133.72 - 135.52 |
| 52 Week Range | 99.67 - 144.34 |
| Volume | 20,745 |
| Avg. Volume | 71,748 |
| Market Cap | 5.763B |
| Beta (3Y Monthly) | 0.92 |
| PE Ratio (TTM) | 31.79 |
| EPS (TTM) | 4.25 |
| Earnings Date | Apr 24, 2019 |
| Forward Dividend & Yield | 1.12 (0.89%) |
| Ex-Dividend Date | 2019-04-04 |
| 1y Target Est | 75.00 |
- Insider Monkey•12 hours ago
Hedge Funds Have Never Been This Bullish On Morningstar, Inc. (MORN)
The Insider Monkey team has completed processing the quarterly 13F filings for the December quarter submitted by the hedge funds and other money managers included in our extensive database. Most hedge fund investors endured a torrid quarter, which certainly propelled them to adjust their equity holdings so as to maintain the desired risk profile. As […]
- PR Newswire•5 days ago
Morningstar Investment Management Launches New Advisor Managed Retirement Accounts Platform
CHICAGO, April 18, 2019 /PRNewswire/ -- Morningstar Investment Management LLC, a leading provider of discretionary investment management and advisory services and a subsidiary of Morningstar, Inc. (MORN), announced today that it has launched its new advisor managed accounts platform. The platform aims to make it easier for Registered Investment Advisors (RIA) firms and their advisors to offer a managed accounts solution to their retirement plan clients. This solution is designed so that participants receive personalized advice based on model portfolios aligned with the RIA firm's investment expertise and philosophies.
- PR Newswire•6 days ago
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for March 2019
CHICAGO , April 17, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) ...
- Morningstar•7 days ago
Morningstar Awards for Investing Excellence--Rising Talent Nominees
Today, Morningstar reveals the nominees for the Morningstar Awards for Investing Excellence--Rising Talent. Nominees for the Morningstar Awards for Investing Excellence were announced on Monday, and the nominees for the Exemplary Stewardship award will follow next week. Winners for each award will be announced at the 2019 Morningstar Investment Conference in May 2019.
- PR Newswire•8 days ago
Morningstar Announces Nominees for 2019 Morningstar Awards for Investing Excellence
The Awards recognize the industry's most accomplished investors and shareholder-friendly firms CHICAGO , April 15, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent ...
- Morningstar•8 days ago
Gender and Diversity Funds: Intentional or Not?
This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud. With this in mind, we took a closer look at the level of conviction behind the funds that Morningstar identifies as “gender and diversity intentional.” These are funds that seek to make a measurable impact, alongside financial return, by investing in companies with a record of measuring and improving gender and diversity or related initiatives.
- Investopedia•10 days ago
Zacks vs. Morningstar: What's the Difference?
Discover the similarities and differences between two mutual fund research providers, Morningstar and Zacks.
- Markit•14 days ago
See what the IHS Markit Score report has to say about Morningstar Inc.
Morningstar Inc NASDAQ/NGS:MORNView full report here! Summary * Bearish sentiment is low * Economic output in this company's sector is expanding Bearish sentimentShort interest | PositiveShort interest is extremely low for MORN with fewer than 1% of shares on loan. This could indicate that investors who seek to profit from falling equity prices are not currently targeting MORN. Money flowETF/Index ownership | NeutralETF activity is neutral. The net inflows of $1.38 billion over the last one-month into ETFs that hold MORN are not among the highest of the last year and have been slowing. Economic sentimentPMI by IHS Markit | PositiveAccording to the latest IHS Markit Purchasing Managers' Index (PMI) data, output in the Financials sector is rising. The rate of growth is strong relative to the trend shown over the past year. Credit worthinessCredit default swapCDS data is not available for this security.Please send all inquiries related to the report to score@ihsmarkit.com.Charts and report PDFs will only be available for 30 days after publishing.This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
- PR Newswire•15 days ago
Morningstar Assigns New Analyst Ratings to 13 Strategies, Upgrades Nine Strategies, and Downgrades 10 in March 2019
CHICAGO , April 8, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 205 ...
- Morningstar•15 days ago
First-Quarter Trends in 14 Charts
This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud. Global equity markets staged a significant rebound in the first quarter, reversing the steep U.S.-led fourth-quarter sell-off, as major central banks backed away from pursuing tighter monetary policy. After the bruising taken by investors in the fourth quarter, the first-quarter rally was likely a welcome relief for stock investors.
- PR Newswire•18 days ago
Morningstar Announces Availability of Proxy Materials for 2019 Annual Shareholders' Meeting
CHICAGO, April 5, 2019 /PRNewswire/ -- Morningstar, Inc. (MORN) a leading provider of independent investment research, today announced that the proxy materials for its 2019 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule. The proxy statement for Morningstar's 2019 annual meeting is available here and the 2018 annual report to shareholders is available here. Morningstar shareholders may also request printed copies of the proxy materials for the annual meeting by following the instructions provided in the Notice of Internet Availability of Proxy Materials mailed to shareholders on April 5, 2019.
GuruFocus.com•22 days agoMoats Matter: Valuation
Like all good value investors, the analysts at Morningstar (MORN) have an intense interest in the valuation of companies. Value, according to Joel Bloomer, Matt Coffina and Gareth James--all members of Morningstar's Moat Committee and contributors to its valuation methodology--refers to intrinsic or fair value, not share price. Warning! GuruFocus has detected 1 Warning Sign with MORN.
- GuruFocus.com•25 days ago
Moats Matter: The Importance of Capital Allocation
Warning! GuruFocus has detected 4 Warning Sign with BP. Wenning, who is in charge of Morningstar's equity stewardship methodology, along with lead authors Heather Brilliant and Elizabeth Collins, reported they give one of three ratings to companies under the microscope: standard, exemplary and poor.
- Morningstar•26 days ago
How to Identify the Best Investments for Your IRA
Of course, the heaviest lift in funding an IRA is finding the money to invest: While your 401(k) contributions likely go into your account on autopilot, most of us don't have an extra $5,500/$6,500 (the 2018 IRA contribution limits for savers under/over 50, respectively) lying around. According to Vanguard research, the percentage of IRA contributions allocated to money market funds spikes between January and April. If you've been among investors who have made the IRA contribution but not the investment or if you plan to fund an IRA in short order, here are some specific goals for funding that might resonate with you.
- PR Newswire•29 days ago
Morningstar, Inc. to Announce First-Quarter 2019 Financial Results on April 24
CHICAGO , March 25, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2019 financial results after the market closes on Wednesday, April 24, 2019 . The company does ...
- PR Newswire•last month
Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for February 2019
CHICAGO, March 20, 2019 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) fund flows for February 2019. Overall, passive U.S. equity funds took in nearly $13.1 billion while active U.S. equity funds lost $9.9 billion to outflows. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund, and net flow for U.S. ETFs shares outstanding and reported net assets.
- Morningstar•last month
Think Twice Before You Ditch That Laggard Fund in Your Portfolio
An influential 2008 study found that institutions lacked skill in hiring and firing investment managers. This piece examines whether mutual fund investors are skilled in hiring and firing managers, with funds' organic growth rates serving as a proxy for hiring and firing.
- Motley Fool•last month
3 Reasons Why I Avoid This Type of Mutual Fund
When it comes to "go-anywhere" funds, I don't go there.
- PR Newswire•last month
Morningstar Assigns New Analyst Ratings to 18 Strategies, Including Four Collective Investment Trusts; Upgrades Five Strategies; and Downgrades 10 in February 2019
CHICAGO , March 13, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 154 ...
- Morningstar•last month
5 Questions to Ask When Taking a Hands-On Approach to Your 401(k)
More and more 401(k) investors are opting to be hands-off. A recent report by the Investment Company Institute and the Employee Benefits Research Institute found that more than half of 401(k) participants were invested in a target-date fund at the end of 2016. But not all 401(k) participants are following that trend.
- PR Newswire•last month
Morningstar Credit Ratings to Begin Rating CRE CLOs
New methodology brings a transparent and flexible approach to rapidly growing sector NEW YORK , March 12, 2019 /PRNewswire/ -- Morningstar Credit Ratings, LLC today published an appendix to its U.S. CMBS ...
- PR Newswire•last month
Agenda Announced for Morningstar Investment Conference, the Industry's Largest Independent Conference
Flagship event to include new Morningstar Awards for Investing Excellence and focus on stewardship, healthcare, goals-based investing, and beyond in service of investors CHICAGO , March 11, 2019 /PRNewswire/ ...
