Morningstar

Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

CHICAGO , May 11, 2022 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced chief talent and culture officer Bevin Desmond's decision to depart Morningstar this August. The firm will begin a search for Desmond's successor immediately.

Bevin Desmond to Depart Morningstar

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.

Morningstar - Not A Star Here

CHICAGO , April 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong first-quarter revenue growth, highlighting continued momentum across the business. "We're guiding investors through a time of heightened volatility, and pleased that our organic growth remains strong," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports First-Quarter 2022 Financial Results

Mary Ellen Stanek of Baird is named Outstanding Portfolio Manager; PRIMECAP is recognized for Exemplary Stewardship CHICAGO , April 20, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced winners of the 2022 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms who demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors.

Winners Announced for 2022 U.S. Morningstar Awards for Investing Excellence

Boeing

Microsoft

Netflix

NVIDIA

We've crunched the data to bring you the latest top trending investments that stand out in a fast-moving market.

Top Trending Investments For This Week

CHICAGO , April 11, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2022 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms who demonstrate excellent investment skill and an alignment of interests with the strategies' investors.

Morningstar Announces Nominees for 2022 Morningstar Awards for Investing Excellence

The divestment is a condition for receiving regulatory approval from the European Commission for S&P Global's (SPGI) merger with IHS Markit.

S&P Global (SPGI) to Sell LCD Business to Morningstar for $650M

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.

Morningstar buying LCD from S&P for up to $650 million

LCD will complement PitchBook's robust product and research capabilities by covering every metric of the leveraged loan market CHICAGO and SEATTLE, April 4, 2022 /PRNewswire/ -- Morningstar Inc., a leading provider of independent investment research (Nasdaq: MORN), has reached an agreement to acquire Leveraged Commentary & Data (LCD), a market leader in news, research, data, insights, and indexes for the leveraged finance market from S&P Global. The purchase price is up to $650 million in cash, comprised of $600 million at closing, subject to certain adjustments, and a contingent payment of up to $50 million six months after closing, upon the achievement of certain conditions related to the transition of LCD customer relationships.

Morningstar Plans to Acquire Leveraged Commentary & Data

Vanguard and Betterment stand out as the strongest overall offerings among 16 robo-advisors evaluated CHICAGO , March 31, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its first "Robo-Advisor Landscape" report, which examines the current digital advice landscape in the United States by providing a detailed evaluation of 16 U.S.-based robo-advisors. Morningstar's manager research analysts qualitatively assessed each robo-advisor on the features and benefits that are most likely to help investors reach their financial goals, including fees, quality of investment advice, and breadth of financial planning tools.

Morningstar Publishes Robo-Advisor Landscape Report Finding That Digital Investment Advice Can Play an Important Role for Smaller Investors

Australia, the Netherlands, and the United States again earned Top grades in the first chapter of the Global Investor Experience Study; Italy and Taiwan received Bottom grades once more  CHICAGO , March 30, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published the first chapter, "Fees and Expenses," of its biannual Global Investor Experience (GIE) report. The report, now in its seventh edition, assesses the experiences of mutual fund investors in 26 markets across North America, Europe, Asia, and Africa.

Morningstar Publishes Global Study of Fees and Expenses in the Fund Industry, Finds Fees Continue to Fall, Yet Room for Improvement in Industry Structure Remains

CHICAGO , March 29, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its first-quarter 2022 financial results after the market closes on Wednesday, April 27, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Morningstar, Inc. to Announce First-Quarter 2022 Financial Results on April 27

CHICAGO , March 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its Global Thematic Funds Landscape Report. Over the three years to the end of 2021, assets under management in thematic funds more than tripled to $806 billion worldwide.

Morningstar's Global Thematic Funds Landscape Report Shows Record Inflows into Thematic Funds Since the Start of COVID-19 Pandemic

CHICAGO , March 23, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual Target-Date Strategy Landscape Report, which found that total assets in target-date strategies grew to a record $3.27 trillion at the end of 2021, nearly a 20% increase over the previous year. "Assets in target-date strategies reached a record high in 2021 as investors poured net contributions of $170 billion into the space," said Megan Pacholok, manager research analyst at Morningstar.

Morningstar Report Finds Contributions to Target-Date Strategies Rebounded in 2021 Led by Record Growth of Collective Investment Trusts

TORONTO , March 16, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced today that it will be deploying its Due Diligence ModuleSM as part of Morningstar® Advisor WorkstationSM (AWS) at Canadian wealth management firms to help advisors address the "Know Your Product" (KYP) element of the Canadian Client Focused Reforms (CFRs). Morningstar's Advisor Workstation platform is a web-based investment planning platform containing capabilities for research, portfolio analysis, goal planning, sales presentations, and is used widely across the Canadian wealth management space.

Morningstar Announces Deployment of Due Diligence Module at Canadian Firms

Morningstar's annual investment conference will be held on May 16-18 and feature former US Ambassador to Russia Mike McFaul and Franklin Templeton CEO Jenny Johnson CHICAGO, March 15, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for its 34th annual Morningstar Investment Conference, set to convene Monday, May 16 through Wednesday, May 18, 2022 at McCormick Place Convention Center in Chicago. A digital experience of the conference will also be available online.

Morningstar Announces Agenda for 2022 Morningstar Investment Conference

Bunge Global SA

Alphabet

St. Joe

Paylocity Hlds

Although US crude oil futures traded higher this morning, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company's prospects or that they view the stock as being overpriced.

Executives Sell Over $50M Of 5 Stocks

AbbVie

Lordstown Motors

Reliance Steel & Aluminum

Although the Bank of Canada raised its key lending rate to 0.5% on Wednesday, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company's prospects or that they view the stock as being overpriced.

Executives Sell More Than $47M Of 5 Stocks

CHICAGO, March 1, 2022 /PRNewswire/ --  The Workplace Solutions group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today launched the Morningstar Center for Retirement and Policy Studies. The Center will provide the industry with unbiased, actionable data and insight for decision-makers seeking to improve retirement plans and outcomes for retirement savers.

Morningstar Launches New Research Center to Help Improve the U.S. Retirement System

CHICAGO, Feb. 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong fourth-quarter revenue and cash generation, capping a year of significant growth across the business. "A widening pool of investors is redefining the composition of a modern portfolio," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2021 Financial Results

CHICAGO, Feb. 15, 2022 /PRNewswire/ -- Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and Hueler Income Solutions®, LLC., are linking services so that retirement savers can incorporate guaranteed income products into their personalized advice plan through Morningstar Retirement Manager.

Morningstar Investment Management and Hueler Income Solutions Offer Integrated Lifetime Income Service

CHICAGO, Feb. 3, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the creation of a new business unit focused on the wealth management segment. Effective Jan. 1, 2022, the new Wealth Management Solutions group unites capabilities across Morningstar's business, including managed portfolios from Morningstar's Investment Management group, portfolio management software Morningstar Office sm , investment data aggregator ByAllAccounts® , and the individual investor experience across Morningstar.com®.

Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors

CHICAGO, Jan. 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2021 financial results after the market closes on Thursday, Feb. 24, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2021 Financial Results on Feb. 24

CHICAGO, Jan. 21, 2022 /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 the full-year and December 2021. Long-term mutual funds and ETFs collected $88 billion in December, bringing their annual total to $1.2 trillion, the highest amount on record in data going back to 1993.

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