MORN

Morningstar Inc. (MORN) | Rumor.io

Morningstar

MORN

Attention (50-day avg)0.01%

Attention rank (50-day avg)#605

Bullish sentiment (50-day avg)86%

Price to earnings ratio18.2

Market capitalization7.2B

Earnings per share10.5

Dividend yield (TTM)1.04%

Revenue (annual)2.4B

Net income (annual)374.2M

Social

What share of all stock conversation is about MORN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0% -0.01	0.01% 0	0.05% -0.01

Sep 20

The VanEck Morningstar Dividend Leaders ETF has outperformed the FTSE All World index over a certain period, and its performance is even more impressive when considering its 3% dividend yield.
The ETF has a developed world, quality, and dividend filter, making it a potentially smart product for a rocky geopolitical outlook.
The performance of the VanEck Morningstar Dividend Leaders ETF is being compared to the Vanguard Total Stock Market ETF (VTI) as a potential core holding.

Generated by AI

Sentiment

Of the messages about MORN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	16.67% -83.33	84.44% +21.1	93.69% -2.36
Bearish	—	83.33% +83.33	15.56% -21.1	6.31% +2.36

Bullish· May 3

Morningstar, Inc. has a portfolio that has beaten the market with a 274% return.
A CFA expert has identified Morningstar, Inc. as a key component in achieving long-term wealth goals.
Morningstar, Inc. offers a unique opportunity for investors to capitalize on its exceptional performance.

Bearish· Jul 13

The competition to Morningstar, Inc. is not as far away as previously thought, with China's state-funded rocket program compressing timelines aggressively.
Morningstar's stock price has declined 36% from its peak, with a fair value of $63 and a street high estimate of $800.
The upcoming lock-up expiry in late July may release up to 20% of shares, adding uncertainty to the market before fundamental clarity can be gained.

Generated by AI

Topics

Of the messages about MORN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	100%	93.33%	85.93%	56.96%
Earnings	0%	3.33%	1.85%	0.53%
Analysts	0%	3.33%	10.37%	39.27%
Announcements	0%	0%	1.48%	3.19%
Technical Analysis	0%	0%	0.37%	0.04%
Controversies	0%	0%	0%	0.02%

Earnings· May 11

Morningstar's portfolios have performed poorly, with some stocks experiencing significant losses, including a 15% gain by MOS despite a sell recommendation.
The company has been criticized for missing out on major market trends and being slow to adapt to changes in the industry.
A Morningstar analyst was accused of making a significant change to the moat rating of a stock (CSGP) without providing a clear explanation, raising concerns about the company's analysis and expertise.

Analysts· May 15

Morningstar's ETFInvestor newsletter editor Dan Sotiroff will discuss the implications of bond ETF flows and recommend high-rated shorter-term bond ETFs.
Joseph Hogue, CFA, recommends 5 high income ETFs that could cover rent payments, citing his experience as an investment analyst for institutional firms and banks.
Hogue's analysis has been featured on Bloomberg and CNBC, and he holds the Chartered Financial Analyst (CFA) designation.

Announcements· Jun 4

Morningstar, Inc. (MORN) announces a new rating system.
Morningstar's rating system is now available to investors.
Morningstar's rating helps investors make informed decisions.

Controversies· Mar 20

DBRS Morningstar's Elisabeth Rudman comments that Credit Suisse's AT1 investors absorbed losses as intended, and it's not a surprise.
The move by FINMA is seen as not entirely unexpected, given the role of AT1s in absorbing losses.
The Credit Suisse bondholders' $17 billion loss is considered the largest to AT1 investors since the asset class was introduced post-global financial crisis.

Macro· May 27

Morningstar, Inc. (MORN) is mentioned in the context of its ability to provide useful comparisons for evaluating companies in the memory and AI supply chain.
The post highlights the importance of traditional supply chain metrics, such as capex, pricing, and customer concentration, when evaluating companies like Micron and Samsung.
The author suggests that Morningstar and other financial data providers can be useful for analyzing these metrics and making informed investment decisions.

Generated by AI

Community

Of the messages about MORN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	36.59%	18.46%	12.08%	47.61%
Newcomers	63.41%	81.54%	87.92%	52.39%

Regulars· Aug 11

Some users have expressed disappointment with Morningstar's recent performance, citing outdated assumptions and late price target updates, particularly with regards to AI and software stocks.
Others have pointed out that full access to Morningstar analysis is available on Charles Schwab's regular free account, rendering the need for a premium account unnecessary.
There is debate among regulars about the value of using Morningstar's reports, with some questioning the usefulness of their analysis and others defending their track record.

Newcomers· Sep 20

The newcomer is evaluating the performance of the VanEck Morningstar Dividend Leaders ETF, noting its outperformance compared to the FTSE All World index, and questioning its suitability for a rocky market outlook.
The newcomer is considering the VanEck Morningstar Dividend Leaders ETF as a smart product for investors, citing its developed world, quality, and dividend filter.
The newcomer is questioning whether the Vanguard Morningstar Total Stock Market ETF (VTI) remains the best core holding ETF, with the new ETF potentially challenging its position.

Generated by AI

News

Morningstar Shuns Low-Growth South Africa, Favors Brazil, Mexico

1d agoBloomberg.com

Should Vanguard Morningstar Mega Cap ETF (MGC) Be on Your Investing Radar?

Style Box ETF report for MGC

8d agoYahoo Finance

Morningstar (MORN) Puts AI Portfolio Tools And Asset Owner Shifts In Focus

10d agoYahoo Finance

If You Invest $2,500 in the Vanguard Morningstar Growth ETF (VUG) Right Now and Hold for 20 Years, Here's How Much Wealth History Suggests You Could Generate | The Motley Fool

Fast-growing funds can build your wealth surprisingly quickly.

11d agoThe Motley Fool

Morningstar declares 50 cent quarterly dividend

11d agoInvesting.com

Should Vanguard Morningstar Mega Cap Growth ETF (MGK) Be on Your Investing Radar?

Style Box ETF report for MGK

15d agoYahoo Finance

Also Discussed

Investors talking about MORN also mention

#	Name	Attention
1	iShares Morningstar U.S. Equity ETFILCB	0%0
2	VanEck Morningstar Wide Moat ETFMOAT	0%-0.32
3	FactSet Research Systems Inc.FDS	0.03%+0.03
4	First Trust NASDAQ Technology Dividend Index FundTDIV	0%0
5	American Healthcare REIT, Inc.AHR	0%new
6	Value Line Inc.VALU	0.02%new
7	FVE - Five Star Senior Living Inc.	——
8	First Citizens BancShares, Inc. 5.625% Non-Cumulative Perpetual Preferred Stock, Series CFCNCO	0%new
9	JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSE	0%0
10	Horizon Bancorp, Inc.HBNC	0%new

Morningstar Inc.

Financial Services
Financial Data & Stock Exchanges

Morningstar Inc. is a financial services and investment research company that provides independent insights, data, and analytics to investors, financial advisers, asset managers, retirement plan providers, and institutional clients. Morningstar Inc. offers products and services across investment research, portfolio and advisor software, private markets intelligence, credit ratings, sustainability data, retirement solutions, and index licensing. Its platform supports analysis of managed funds, listed companies, fixed-income securities, and private capital markets, helping market participants access and organize investment information. The company serves a broad client base through subscription-based data tools, workflow software, research reports, and specialized solutions for wealth management, credit markets, and retirement investing. Morningstar Inc. plays a central role in the global financial market by connecting users to independent information and tools designed for research, analysis, and decision support.

Website

Location

22 West Washington Street

Chicago, IL, 60602

United States

Social

What share of all stock conversation is about MORN?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0% -0.01	0.01% 0	0.05% -0.01

Sep 20

The VanEck Morningstar Dividend Leaders ETF has outperformed the FTSE All World index over a certain period, and its performance is even more impressive when considering its 3% dividend yield.
The ETF has a developed world, quality, and dividend filter, making it a potentially smart product for a rocky geopolitical outlook.
The performance of the VanEck Morningstar Dividend Leaders ETF is being compared to the Vanguard Total Stock Market ETF (VTI) as a potential core holding.

Generated by AI

Sentiment

Of the messages about MORN that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	16.67% -83.33	84.44% +21.1	93.69% -2.36
Bearish	—	83.33% +83.33	15.56% -21.1	6.31% +2.36

Bullish· May 3

Morningstar, Inc. has a portfolio that has beaten the market with a 274% return.
A CFA expert has identified Morningstar, Inc. as a key component in achieving long-term wealth goals.
Morningstar, Inc. offers a unique opportunity for investors to capitalize on its exceptional performance.

Bearish· Jul 13

The competition to Morningstar, Inc. is not as far away as previously thought, with China's state-funded rocket program compressing timelines aggressively.
Morningstar's stock price has declined 36% from its peak, with a fair value of $63 and a street high estimate of $800.
The upcoming lock-up expiry in late July may release up to 20% of shares, adding uncertainty to the market before fundamental clarity can be gained.

Generated by AI

Topics

Of the messages about MORN that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	100%	93.33%	85.93%	56.96%
Earnings	0%	3.33%	1.85%	0.53%
Analysts	0%	3.33%	10.37%	39.27%
Announcements	0%	0%	1.48%	3.19%
Technical Analysis	0%	0%	0.37%	0.04%
Controversies	0%	0%	0%	0.02%

Earnings· May 11

Morningstar's portfolios have performed poorly, with some stocks experiencing significant losses, including a 15% gain by MOS despite a sell recommendation.
The company has been criticized for missing out on major market trends and being slow to adapt to changes in the industry.
A Morningstar analyst was accused of making a significant change to the moat rating of a stock (CSGP) without providing a clear explanation, raising concerns about the company's analysis and expertise.

Analysts· May 15

Morningstar's ETFInvestor newsletter editor Dan Sotiroff will discuss the implications of bond ETF flows and recommend high-rated shorter-term bond ETFs.
Joseph Hogue, CFA, recommends 5 high income ETFs that could cover rent payments, citing his experience as an investment analyst for institutional firms and banks.
Hogue's analysis has been featured on Bloomberg and CNBC, and he holds the Chartered Financial Analyst (CFA) designation.

Announcements· Jun 4

Morningstar, Inc. (MORN) announces a new rating system.
Morningstar's rating system is now available to investors.
Morningstar's rating helps investors make informed decisions.

Controversies· Mar 20

DBRS Morningstar's Elisabeth Rudman comments that Credit Suisse's AT1 investors absorbed losses as intended, and it's not a surprise.
The move by FINMA is seen as not entirely unexpected, given the role of AT1s in absorbing losses.
The Credit Suisse bondholders' $17 billion loss is considered the largest to AT1 investors since the asset class was introduced post-global financial crisis.

Macro· May 27

Morningstar, Inc. (MORN) is mentioned in the context of its ability to provide useful comparisons for evaluating companies in the memory and AI supply chain.
The post highlights the importance of traditional supply chain metrics, such as capex, pricing, and customer concentration, when evaluating companies like Micron and Samsung.
The author suggests that Morningstar and other financial data providers can be useful for analyzing these metrics and making informed investment decisions.

Generated by AI

Community

Of the messages about MORN, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	36.59%	18.46%	12.08%	47.61%
Newcomers	63.41%	81.54%	87.92%	52.39%

Regulars· Aug 11

Some users have expressed disappointment with Morningstar's recent performance, citing outdated assumptions and late price target updates, particularly with regards to AI and software stocks.
Others have pointed out that full access to Morningstar analysis is available on Charles Schwab's regular free account, rendering the need for a premium account unnecessary.
There is debate among regulars about the value of using Morningstar's reports, with some questioning the usefulness of their analysis and others defending their track record.

Newcomers· Sep 20

The newcomer is evaluating the performance of the VanEck Morningstar Dividend Leaders ETF, noting its outperformance compared to the FTSE All World index, and questioning its suitability for a rocky market outlook.
The newcomer is considering the VanEck Morningstar Dividend Leaders ETF as a smart product for investors, citing its developed world, quality, and dividend filter.
The newcomer is questioning whether the Vanguard Morningstar Total Stock Market ETF (VTI) remains the best core holding ETF, with the new ETF potentially challenging its position.

Generated by AI

Morningstar

Social

Sep 20

Bullish· May 3

Bearish· Jul 13

Earnings· May 11

Analysts· May 15

Announcements· Jun 4

Controversies· Mar 20

Macro· May 27

Regulars· Aug 11

Newcomers· Sep 20

Morningstar Shuns Low-Growth South Africa, Favors Brazil, Mexico

Should Vanguard Morningstar Mega Cap ETF (MGC) Be on Your Investing Radar?

Morningstar (MORN) Puts AI Portfolio Tools And Asset Owner Shifts In Focus

If You Invest $2,500 in the Vanguard Morningstar Growth ETF (VUG) Right Now and Hold for 20 Years, Here's How Much Wealth History Suggests You Could Generate | The Motley Fool

Morningstar declares 50 cent quarterly dividend

Should Vanguard Morningstar Mega Cap Growth ETF (MGK) Be on Your Investing Radar?

Also Discussed

Morningstar Inc.

Company Information

Location

Morningstar Shuns Low-Growth South Africa, Favors Brazil, Mexico

Should Vanguard Morningstar Mega Cap ETF (MGC) Be on Your Investing Radar?

Morningstar (MORN) Puts AI Portfolio Tools And Asset Owner Shifts In Focus

If You Invest $2,500 in the Vanguard Morningstar Growth ETF (VUG) Right Now and Hold for 20 Years, Here's How Much Wealth History Suggests You Could Generate | The Motley Fool

Morningstar declares 50 cent quarterly dividend

Should Vanguard Morningstar Mega Cap Growth ETF (MGK) Be on Your Investing Radar?

Also Discussed

Social

Sep 20

Bullish· May 3

Bearish· Jul 13

Earnings· May 11

Analysts· May 15

Announcements· Jun 4

Controversies· Mar 20

Macro· May 27

Regulars· Aug 11

Newcomers· Sep 20