Welcome to our dedicated page for Morningstar news (Ticker: MORN), a resource for investors and traders seeking the latest updates and insights on Morningstar stock.
Morningstar, Inc. (NASDAQ: MORN) is frequently in the news as a provider of independent investment insights, data, research, and index solutions across public and private markets. The MORN news feed on Stock Titan aggregates company announcements, research launches, product updates, capital allocation decisions, and other disclosures drawn from Morningstar’s press releases and regulatory communications.
Recent news has highlighted Morningstar’s activity in index development, including the Morningstar PitchBook GenAI 20 Index, which is designed to provide exposure to pure-play generative AI companies as they move from private to public markets. Another notable development is Morningstar Indexes’ appointment as the authorized index provider for the PIMFA Private Investor Index Series and Equity Risk Index Series, benchmarks widely used in the UK wealth management industry.
Morningstar’s news flow also covers research initiatives and retirement-focused analysis. The Morningstar Center for Retirement & Policy Studies has launched a Managed Accounts Research Series and the Defined Contribution Outcomes Model, a simulation framework for evaluating plan design interventions in workplace retirement plans. In addition, Morningstar regularly publishes market outlooks, such as its 2026 Outlook report, which offers global and regional perspectives on building durable portfolios.
Technology and AI-related announcements are another recurring theme. Morningstar and PitchBook have introduced apps in ChatGPT and integrations with Microsoft’s AI tools, enabling licensed users to access Morningstar and PitchBook data and research through natural-language interfaces. Corporate governance and capital management updates, including board appointments, dividend changes, share repurchase authorizations, and credit facility arrangements, also appear in Morningstar’s news.
Investors and financial professionals can use the MORN news page to follow how Morningstar expands its research coverage, index offerings, AI integrations, retirement studies, and capital allocation decisions over time. Regularly reviewing this news can provide context for understanding Morningstar’s strategic priorities and how its business evolves within the investment research and advice industry.
Morningstar, Inc. (Nasdaq: MORN) will release its first-quarter 2023 financial results on April 26, 2023, after market close. The company does not conduct analyst conference calls, but investors can submit questions via email. Morningstar is a prominent provider of independent investment insights across North America, Europe, Australia, and Asia, serving various investors including individuals and institutions. As of December 31, 2022, Morningstar managed approximately $246 billion in assets. The company operates in 32 countries, focusing on a wide range of investment offerings.
Morningstar, Inc. (NASDAQ: MORN) recently announced the winners of the 2023 U.S. Morningstar Awards for Investing Excellence. Rick Rieder of BlackRock was honored as the Outstanding Portfolio Manager for his leadership in building a top-tier fixed-income operation since 2010. Capital Group received the Exemplary Stewardship award, recognizing its strong track record and investor-centric philosophy. Morningstar's head of manager research highlighted the proven results and focus on investor interests from both winners. The awards emphasize excellence in the asset management industry.
The board of directors of Morningstar declared a quarterly dividend of 37.5 cents per share, maintaining the same amount as the previous quarter. This dividend is payable on April 28, 2023, to shareholders recorded as of April 7, 2023. Morningstar provides independent investment insights and manages approximately $246 billion in assets as of December 31, 2022, serving clients globally across multiple investment sectors.
Morningstar, Inc. (NASDAQ: MORN) has announced the nominees for the 2023 Morningstar Awards for Investing Excellence, recognizing exceptional portfolio managers and asset management firms. The nominees in the Outstanding Portfolio Manager category include Scott Davis of Columbia Threadneedle, David Giroux of T. Rowe Price, and Rick Rieder of BlackRock. For Exemplary Stewardship, nominees are Baird Asset Management, Capital Group, and Jensen Investment Management. The winners will be revealed on March 21, 2023, and will be featured on CNBC's "Power Lunch." These awards commend firms and individuals for their commitment to delivering positive investor outcomes.
Morningstar reported a 2.8% increase in Q4 revenue to $475 million, bolstered by strong performance in license-based products like PitchBook and Morningstar Sustainalytics, leading to 10.1% revenue growth for 2022. However, operating income dropped 52.5% to $35.5 million, primarily due to increased stock-based compensation expenses. Diluted net income per share plunged 93.8% to $0.08. Full-year net income decreased 63.5% to $70.5 million. Cash provided by operating activities fell 33.8% to $297.8 million. Despite economic challenges, Morningstar anticipates the impact of investments in direct indexing and climate risk metrics will support future growth.
Morningstar, Inc. (MORN) has announced the agenda for its 35th annual Morningstar Investment Conference, scheduled from April 25-27, 2023, in Chicago. The event features prominent speakers, including Lawrence Summers and Liz Ann Sonders, focusing on investment strategies amidst market uncertainty. Attendees will gain insights from industry leaders, with discussions covering macroeconomic topics, valuation, and retirement strategies. Registration options range from $599 to $1199, depending on the selected pass. The conference aims to address evolving investor needs, providing essential perspectives for financial advisors.
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Morningstar has launched the Investment Planning Experience, a new feature within the Morningstar Advisor Workstation, designed to help financial advisors create personalized investment plans for clients. This solution combines independent investment data and research to tailor recommendations based on clients' risk preferences, goals, and values. According to Vimal Vel, head of enterprise advisor software, this tool aims to enhance client engagement and trust by addressing their full financial picture while meeting regulatory standards. The Investment Planning Experience is now accessible through Morningstar's web platform.
Morningstar, Inc. (Nasdaq: MORN) is set to release its fourth-quarter and full-year 2022 financial results on February 23, 2023, after market close. While the company does not conduct analyst conference calls, it encourages investors to submit written questions. Morningstar is a prominent provider of independent investment research across North America, Europe, Australia, and Asia, offering a comprehensive range of services to various investors. As of September 30, 2022, the firm managed approximately $239 billion in assets. For further details, visit Morningstar's website.
Morningstar has launched the Annuity Intelligence Center, an innovative platform integrated within its Advisor Workstation, aimed at simplifying the annuity transaction process for financial advisors. Powered by Luma Financial Technologies, this tool enhances transparency in the growing annuity market, offering features such as product comparisons and lifecycle management. It is designed to equip advisors with a comprehensive understanding of annuities, facilitating informed client decisions and improving workflow efficiency.
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