MORN Morningstar, Inc.

Robinhood's 51% revenue surge and 42% net margins clash with Morningstar's steady 7.5% growth and lower valuation multiples, a classic growth-versus-value showdown.

With equity concentration at historic highs, alts can help manage risk and calibrate AI exposure, advisors said.

Advisors are all about tax efficiency, but they aren’t as sold on the need for private markets investments.

Morningstar dividend decision and why it matters now Morningstar (MORN) kept its quarterly dividend at US$0.50 per share, with the board setting an October 30, 2026 payment date for investors on the books as of October 2. The payout decision gives income focused shareholders a clear timeline while the share price has declined about 10% over the past month but remains higher over the past 3 months. Recent trading paints a mixed picture for Morningstar. The share price is down about 10% over...

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

Morningstar (NasdaqGS:MORN) unit PitchBook launched Lumonic 12.0, an AI-powered, self-monitoring portfolio platform, in September 2026. Lumonic 12.0 uses natural-language workflows to track portfolio governance, data lineage and AI-driven decision trails for institutional investors. Morningstar's latest Asset Owner Perspectives Survey reports higher exposure to U.S. and private markets as investors respond to AI-related opportunities and risks. Lumonic 12.0 and the new asset owner survey...

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

CME's 62% net margin towers over Morningstar's 15.3%, but valuation metrics tell a different story for 2026 investors.

Morningstar has seen its share price weaken over several years, even as investors react to new initiatives around its data assets, which raises a sharper question about whether the current valuation is still supported by the returns the business earns on its capital. With the stock now trading near recent levels after a mixed run, the key issue for you is how those returns compare with what the market is paying today. The share price has declined 23.4% over the past 5 years, which puts real...

In September 2026, Morningstar’s PitchBook private markets data was integrated into OpenAI’s newly launched ChatGPT for Financial Services platform, enhancing AI-assisted analytical tools for finance professionals. This collaboration underscores the growing importance of high-quality private market datasets as foundational inputs for advanced AI models serving institutional investors. With this AI integration highlighting the value of Morningstar’s proprietary data, we’ll now examine how it...

Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after investors continued to bid up on OpenAI launch of ChatGPT for Financial Services, a new enterprise platform that natively incorporates indexed private market data from Morningstar's PitchBook unit. According to press releases from both OpenAI and PitchBook, the new platform is powered by the GPT-6 Astra model and is designed to assist investment analysts with core tasks such as financial model

If you're planning on making tax-deferred retirement accounts the last pot of money you tap after retirement, you've got a lot of company. And why not? The idea that your 401(k) or traditional IRA can keep growing and churning out … Continue reading → The post Want to Minimize Retirement Taxes? Don't Follow This Popular Strategy appeared first on SmartAsset Blog.

Morningstar has been growing at a respectable clip -- and its shares seem undervalued.

Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain.

Morningstar has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 9.6% to $209.40 per share while the index has gained 13.6%.

Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.

A number of stocks jumped in the afternoon session after Federal Reserve Governor Christopher Waller signaled support for holding interest rates steady amid emerging signs of disinflation.

AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.

Morningstar stock has rallied strongly over the past month, and several valuation checks now point to the shares trading at a premium to an intrinsic value estimate and to standard market multiples. That leaves investors weighing a recent price recovery against indications that Morningstar does not screen as a clear bargain on most metrics. The stock is up about 24.6% over the past month. This sharpens the question of how much upside is left if current expectations are already reflected in...

Dave Sekera cited Lowe’s 15% discount to fair value and stronger long-term prospects.

Morningstar (NasdaqGS:MORN) and subsidiary PitchBook announced upcoming integrations of their investment intelligence platforms with Google Cloud's Gemini Enterprise for Financial Services. The partnership is set to bring public and private market research into AI-enabled workflows for financial professionals with source attribution and real-time access. Morningstar joins Google Cloud as a launch partner for Gemini Enterprise for Financial Services, targeting institutional investors and...

Thirty-year US Treasury yields have reached their highest levels in almost 20 years amid a massive selloff.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

Indexing’s advantage is not merely lower fees. It is also behavior.

Baron Capital, an investment management company, released its Q2 2026 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here. Baron Partners Fund reported a 16.61% (Institutional Shares) gain in Q2, outperforming both the Russell Midcap Growth Index (14.55%) and the Russell 3000 Index (15.44%). Year-to-date, it has returned 10.40%, exceeding […]

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

Nio could reach breakeven in 2027 with $348 million in net profit, but Morningstar expects cash burn to persist for “at least a couple more years.”

CXMT Corp.’s ascent to the pinnacle of Chinese markets heralds a potentially consequential shift away from private-sector giants toward a new generation of hardware companies more closely aligned with Beijing’s strategic ambitions.

Wealth managers are looking beyond fixed income products into private markets and exchange-traded funds.

Investment pros say AI disruption has created a stock picker’s market. Just 27% of actively managed U.S. large-cap equity funds beat their benchmark passive-fund alternatives in the 12 months ended June 30, according to Morningstar data that compares returns after fees. The fees on actively managed mutual funds have been a cash cow for investment firms for decades, but years of outflows from investors moving to more tax-efficient, and often passive, exchange-traded funds are weighing heavily on the industry.

The retirement journey is a long-term process. You have to save for many years before reaching your retirement goals, but what happens when your portfolio is large enough to retire? A Redditor recently posted in the Financial Planning subreddit about how to adjust a portfolio after retiring. The Redditor is 55 years old and has done a … I’m 55 and Ready to Retire: What Happens to My 401(k)?

U.S. ESG funds saw inflows in the second quarter for the first time in more than three years, with electricity infrastructure and renewable energy themes behind much of the new cash.

Morningstar expects Cisco’s hyperscaler AI revenue to reach $7.5 billion in fiscal 2027, citing a healthy revenue backlog after bagging $9.3 billion in AI infrastructure orders.

U.S. ESG funds saw inflows in the second quarter for the first time in more than three years, with electricity infrastructure and renewable energy themes behind much of the new cash.