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With 2025 in the books, it will be a difficult year to top for fixed income exchange-traded funds (ETFs), but Morningstar is predicting more excitement to come. That should keep fixed income investors fixated on what new developments the space brings this year.
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook GenAI 20 Index. This first-of-its-kind benchmark is designed to deliver exposure to pure-play GenAI companies, tracking eligible names throughout their entire lifecycle as they transition from private markets through public listing. As generative AI reshapes productivity, business models, and competitive dynamics across the global economy,.
LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA's Private Investor Index Series and Equity Risk Index Series. Widely adopted across the UK wealth management industry, these indexes provide essential benchmarks for por.
CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of plan design interventions (including managed accounts) in workplace retirement plans. The research leverages millions of par.
When retirement income depends on dividends that actually arrive, sector concentration stops being a flaw and starts looking like conviction.
Chicago Capital LLC lifted its holdings in Morningstar, Inc. (NASDAQ: MORN) by 24.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 70,042 shares of the business services provider's stock after acquiring an additional 13,627 shares during the period. Chicago
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Anne Bramman has been elected to Morningstar's board of directors. Bramman currently serves as a board director and audit committee chair at McCormick & Company and as a senior advisor at Boston Consulting Group. Prior to her current board and advisory roles, Bramman held senior leadership positions as CFO for several global companies including Nordstrom, A.
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of Morningstar, Inc. (NASDAQ: MORN) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,400 shares of the business services provider's stock, valued at approximately $557,000. A number of other hedge funds
Cwm LLC raised its stake in shares of Morningstar, Inc. (NASDAQ: MORN) by 155.2% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 10,878 shares of the business services provider's stock after buying an additional 6,616 shares during the period. Cwm LLC's holdings in Morningstar
Morningstar, Inc. (NASDAQ: MORN - Get Free Report) Director Caroline Tsay sold 600 shares of the business's stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $218.48, for a total value of $131,088.00. Following the completion of the sale, the director directly owned 3,745 shares of the company's
Morningstar offers a rare combination of undervaluation and sector-leading EPS growth, trading at a P/E of ~20x 2026 estimates. MORN's EV/EBITDA under 14x and FCF yield of 4.2% position it as the most attractive large-cap financial data publishing company. Technical momentum indicators and volume patterns signal a price bottom has likely been reached, paralleling the 2008 sell-off and 2009 recovery setup.
Copeland Capital Management LLC decreased its stake in Morningstar, Inc. (NASDAQ: MORN) by 5.1% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm owned 87,904 shares of the business services provider's stock after selling 4,710 shares during the period. Copeland Capital Management LLC owned
Recruit (OTCMKTS:RCRUY - Get Free Report) and Morningstar (NASDAQ: MORN - Get Free Report) are both business services companies, but which is the superior stock? We will compare the two businesses based on the strength of their risk, earnings, analyst recommendations, institutional ownership, profitability, dividends and valuation. Institutional and Insider Ownership 57.0% of Morningstar shares are
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.
Morningstar's Ben Johnson returned to this week's ETF Prime podcast to hand out his annual ETF awards, marking his eighth year running with host Nate Geraci in reviewing the year's biggest stories and standout funds. Johnson's awards come as the ETF industry wraps up what he called the “ETF Triple Crown.
CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of “The Evergreen Fund Landscape” report, a new quarterly research series offering comprehensive analysis of the performance, fund flows, fee structures, and emerging trends shaping evergreen private market funds in the United States, also known as s.
CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar and PitchBook's app integrations are live, enabling licensed users to access proprietary data and insights securely within apps in ChatGPT.
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If you're interested in broad exposure to the Small Cap Growth segment of the US equity market, look no further than the iShares Morningstar Small-Cap Growth ETF (ISCG), a passively managed exchange traded fund launched on June 28, 2004.
Bamco Inc. NY cut its stake in shares of Morningstar, Inc. (NASDAQ: MORN) by 0.3% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,295,326 shares of the business services provider's stock after selling 4,182 shares during the period. Morningstar comprises about 1.1%