Morningstar Stock Price, News & Analysis

Morningstar (NASDAQ: MORN) has unveiled new features in its Direct Advisory Suite to help financial advisors better analyze and integrate private investments into client portfolios. The platform now includes expanded investment research capabilities, enhanced risk profiling, portfolio transparency tools, and proposal-ready reporting.

The launch comes as private market interest grows, with 25% of retail investors already holding private equity investments, rising to 35% among those with $500,000+ in investable assets. Starting next quarter, Morningstar will introduce Medalist Ratings for semiliquid funds, including interval funds, tender-offer funds, nontraded BDCs, and REITs. The company notes that while semiliquid funds offer expanded private market access, they carry significant risks, including fees three times higher than traditional open-end funds.

Morningstar (Nasdaq: MORN) has released a comprehensive report on semiliquid funds, highlighting the rapid growth and complexities of private market investment vehicles. The report reveals that semiliquid fund assets grew 60% to $344 billion in 2024 from $215 billion in 2022, with credit becoming the largest asset class at $188 billion.

Key findings show that these funds typically charge fees three times higher than traditional open-end funds and extensively use leverage. Morningstar will begin assigning qualitative Medalist Ratings to semiliquid funds in Q3 2025 to help investors navigate these complex investments.

Morningstar (NASDAQ: MORN), a leading independent investment insights provider, has announced its board of directors has declared a quarterly dividend of $0.455 per share. The dividend amount remains unchanged from the previous quarter's payment in April. Shareholders who are on record as of July 11, 2025, will receive the dividend payment on July 31, 2025. This dividend declaration reflects Morningstar's commitment to providing consistent returns to its shareholders.

Morningstar (NASDAQ: MORN) has announced the launch of its Morningstar Medalist Rating™ for Semiliquid Funds, expanding its rating framework to evaluate semiliquid investment vehicles. The new rating system will use Morningstar's five-tier scale (Gold, Silver, Bronze, Neutral, and Negative) to assess interval funds, tender-offer funds, nontraded REITs, and BDCs in the US, along with ELTIFs, LTAFs, and certain Australian managed investment schemes. The rating will begin in Q3 2025, focusing on US-based semiliquid strategies. This expansion comes as semiliquid funds have shown significant growth, with U.S. interval funds growing at nearly 40% annually over the past decade. The rating aims to help investors evaluate these complex investments, assess their suitability, and monitor changes that could impact performance.

Morningstar reported strong Q1 2025 financial results with revenue growing 7.2% to $581.9 million, while organic revenue increased 9.1%. The company's operating income rose 23.2% to $114.1 million, with diluted earnings per share up 22.1% to $1.82.

PitchBook and Morningstar Credit were the main growth drivers. PitchBook revenue grew 10.9% to $163.7 million, while Morningstar Credit saw a 21.1% increase to $73.0 million. The company expanded its private credit offerings through acquisitions of Lumonic and DealX.

Operating expenses increased 3.9% to $467.8 million, primarily due to higher compensation costs. The company maintained strong cash positions with $559.2 million in cash and investments, while carrying $803.7 million in debt. During Q1, Morningstar repurchased $109.6 million of shares and paid $19.5 million in dividends.

Morningstar (MORN) has announced it will release its first-quarter 2025 financial results after market close on Wednesday, April 30, 2025. The company noted that it does not conduct analyst conference calls, but investors can submit their questions directly to Morningstar via email at investors@morningstar.com.

Morningstar (Nasdaq: MORN) has announced the winners of its 2025 Morningstar Awards for Investing Excellence UK, recognizing outstanding fund offerings and asset management groups. The awards, which span two categories - Morningstar Category Awards and Morningstar Asset Manager Awards - evaluate funds and managers based on their long-term service to investors and potential for strong risk-adjusted returns.

The selection process combines risk-adjusted medium to long-term performance records with Morningstar's forward-looking Medalist Rating™, which includes a Parent pillar component. The rating system operates on a five-tier scale: Gold, Silver, Bronze, Neutral, and Negative at the share class level.

Morningstar (Nasdaq: MORN), a leading provider of independent investment research, has announced its board of directors has declared a quarterly dividend of 45.5 cents per share. The dividend amount remains consistent with the previous payment made in January.

The dividend will be payable on April 30, 2025, to shareholders of record as of April 4, 2025.

Morningstar (Nasdaq: MORN) has announced its 37th annual Morningstar Investment Conference, scheduled for June 25-26, 2025, at Chicago's Navy Pier. The conference will feature industry leaders addressing key investment trends and challenges.

Key highlights include:

• A fireside chat between Morningstar CEO Kunal Kapoor and Apollo Global Management CEO Marc Rowan on public-private market convergence
• Dana Emery's keynote panel on active vs. passive strategies
• Retirement planning discussions led by Christine Benz with Jean Chatzky and Carolyn McClanahan
• Geopolitical insights from retired U.S. Army General Stanley McChrystal

The conference offers three pass types: a free Hosted Advisor pass for registered investment advisors with valid CRD, an Advisor pass ($399 early bird, $499 after May 14), and a General Attendee pass ($999 early bird, $1,199 after May 14). New this year, AI-powered matching for service provider appointments is available for Hosted Advisors.