Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now NasdaqGS - Nasdaq Real Time Price • USD Morningstar, Inc. (MORN) Follow Compare 322.58 -4.47 (-1.37%) At close: February 21 at 4:00:02 PM EST 322.58 0.00 (0.00%) After hours: February 21 at 4:18:02 PM EST All News Press Releases SEC Filings All SEC Filings Corporate Changes & Voting Matters Periodic Financial Reports Proxy Statements Tender Offer/Acquisition Reports Offering Registrations Morningstar Introduces Morningstar PitchBook Buyout Replication Index CHICAGO, February 18, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights and index solutions, has introduced the Morningstar® PitchBook Buyout Replication Index™, representing a portfolio of public companies designed to exhibit a similar risk and return profile as companies targeted by buyout managers. Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now? Smart Beta ETF report for SMOT Should iShares Morningstar Small-Cap ETF (ISCB) Be on Your Investing Radar? Style Box ETF report for ISCB Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform CHICAGO, February 13, 2025--Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance pairs rich investment data and research, portfolio construction and holdings-based analysis, and client engagement capabilities from Direct Advisory Suite with award-winning technology for portfolio accounting, cl Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar? Style Box ETF report for ISCV Bombardier Likely to Avoid Brunt of Tariffs, but Guidance Scrapped Due to Uncertainty, CEO Says Bombardier expects to dodge the brunt of any effects from possible U.S. tariffs, yet the threat of a trade war provides enough uncertainty that the company pulled its guidance for the year. China’s Firms Are Bleeding Cash—and Vulnerable to Trump’s Trade War Companies across the country are bleeding cash as they struggle with overcapacity and weak spending in a slumping economy, leaving them vulnerable to tariffs. This stock fund is fully diversified from the S&P 500 — and pays high dividends Adding exposure away from the Magnificent Seven can lower your portfolio risk, and you can earn high dividend yields at the same time. Should iShares Morningstar Mid-Cap ETF (IMCB) Be on Your Investing Radar? Style Box ETF report for IMCB Asia Tech Stocks Slump After DeepSeek’s Rise Triggers U.S. Chip Selloff Technology stocks fell sharply in Asia after the emergence of Chinese artificial-intelligence startup DeepSeek triggered a selloff in AI-related stocks overnight and cast uncertainty over the rising demand for data centers. Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26 CHICAGO, January 27, 2025--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. China’s Latest Bid to Boost Stocks Barely Moves the Needle Authorities’ request for state-owned insurance companies and mutual funds to invest more in stocks got a lackluster market reaction. Morningstar Introduces Morningstar PitchBook Unicorn 30 Index CHICAGO, January 21, 2025--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 Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors CHICAGO, January 13, 2025--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of the Direct Platform and takes full advantage of the comprehe Your Fancy, New ETF Might Be a Little Too Fancy Exchange-traded funds have mostly been great investments, but they are getting too complex for their own good. Businesses Preparing for Another Year of Geopolitical Tumult Businesses are bracing for another year of geopolitical uncertainty, with large question marks looming over President-elect Donald Trump’s foreign policy strategy and broader global tumult, despite some executives’ optimism about the year ahead. Morningstar Appoints Michael Holt as Chief Financial Officer CHICAGO, December 10, 2024--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. Why Few Bond Funds Are Passively Managed—and How to Create Your Own The main fixed-income index is an easy benchmark for managers to beat and allows them to charge more for doing so. Solution: Do it yourself. Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share CHICAGO, December 06, 2024--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. Morningstar's (NASDAQ:MORN) investors will be pleased with their stellar 141% return over the last five years The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put... Performance Overview Trailing total returns as of 2/21/2025, which may include dividends or other distributions. Benchmark is S&P 500 Return MORN S&P 500 YTD -4.08% +2.24% 1-Year +18.97% +20.70% 3-Year +19.96% +38.27%