Morningstar

Morningstar

Yahoo Finance • 19 hours ago

Morningstar (MORN) Rebrands CRSP Indexes As It Expands Its Global Benchmarks Business

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Morningstar has completed the rebrand of the CRSP Market Indexes t... Full story

Yahoo Finance • 2 days ago

Study Finds That A $1.2 Million Retirement and a $4 Million Retirement Look Almost Identical In Terms Of Spending

Quick Read JPMorgan and Morningstar data show that retirees with portfolios ranging from $1.2M to $4M tend to cluster in the same annual spending band of $70K to $120K. Boldin's data reveals median retirement income climbs just $16K betwe... Full story

Yahoo Finance • 4 days ago

Morningstar, Inc. Reports Second-Quarter 2026 Financial Results

CHICAGO, July 29, 2026--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in the second quarter. "We... Full story

Yahoo Finance • 18 days ago

How This Top-Performing Bond Fund Is Navigating a Tricky Market

The Frost Total Return Bond fund has completely dominated its Morningstar intermediate core-plus bond fund category over the past three, five, 10, and 15 years. Continue Reading... Full story

Yahoo Finance • 24 days ago

2 Value Stocks to Own for Decades and 1 We Ignore

2 Value Stocks to Own for Decades and 1 We Ignore Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they're out of favor. The key risk, however, is that thes... Full story

Yahoo Finance • 26 days ago

SpaceX Joins the Nasdaq-100 Today. History Says the Stock Will Do This Next.

Key Points SpaceX will join the Nasdaq-100 on July 7, meaning funds that track the index will have to purchase the stock. In the past decade, the average stock gained 18% over the 12-month period post-inclusion in the Nasdaq-100. SpaceX h... Full story

Yahoo Finance • last month

Should You Buy Chevron While It's Below $180 or Wait for a Bigger Dip?

Key Points Chevron's valuation looks attractive, especially in light of its growth prospects. Buying the stock allows investors to begin receiving Chevron's juicy dividends sooner rather than later. However, Chevron's stock could be avail... Full story

Yahoo Finance • last month

2 of Wall Street’s Favorite Stocks Worth Your Attention and 1 We Question

2 of Wall Street's Favorite Stocks Worth Your Attention and 1 We Question The stocks in this article have caught Wall Street's attention in a big way, with price targets implying returns above 20%. But investors should take these forecast... Full story

Yahoo Finance • last month

SpaceX Stock Has Pulled Back 32%. Time to Buy?

Key Points SpaceX grew revenue 33% in 2025, led by its Starlink business. The company still posted a $4.9 billion net loss for the year. Even after the pullback, the stock trades at more than 100 times sales.10 stocks we like better than... Full story

Yahoo Finance • last month

Should You Buy SpaceX Stock on the Dip? Here's My Honest Take.

The launch of Space Exploration Technologies (NASDAQ: SPCX) as a newly traded public company was nothing short of spectacular. SpaceX made history with an initial public offering (IPO) valuation of roughly $1.8 trillion, instantly ranking... Full story

Yahoo Finance • last month

Best IPO Stock to Buy and Hold: SpaceX, Anthropic, or OpenAI?

For investors who like that "new stock smell," this could be the greatest time ever. Several of the most highly anticipated initial public offerings (IPOs) in stock market history have either recently been conducted or are right around the... Full story

Yahoo Finance • last month

SpaceX Stock Surged 30% After Its IPO. Here's Where It's Going Next, According to 2 Wall Street Analysts

Key Points SpaceX stock hit the Nasdaq at $150 per share, and took off after that. Analysts from Oppenheimer and Morningstar have vastly different views on where SpaceX stock is headed. Investors should exercise patience and caution befor... Full story

Yahoo Finance • last month

Morningstar (MORN) Teams Up With Apollo, Franklin Templeton, And JPMorgan On New Models

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Morningstar Wealth is working with Apollo, Franklin Templeton, and JPMorgan to launch research-dri... Full story

Yahoo Finance • last month

Does a SpaceX and Tesla Merger Make Sense? Here's What Investors Should Know

Key Points SpaceX and Tesla already collaborate on some joint ventures. Elon Musk has merged or combined many of his companies before. The boards of both companies and their shareholders would have to approve a deal. 10 stocks we like bet... Full story

Yahoo Finance • last month

Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share

CHICAGO, June 18, 2026--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the divi... Full story

Yahoo Finance • last month

6 Wall Street Analysts Have Issued Price Targets on SpaceX. Here's the One I Agree With Most.

Key Points Analyst price targets and earnings projections are important because they help set a baseline for a stock. Given SpaceX's valuations, some analysts believe the company is overvalued, while others think it is more deserving of i... Full story

Yahoo Finance • 2 months ago

Morningstar Wealth to Launch Public/Private Model Portfolios

imageBROKER.com/Alamy Stock Photo You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Morningstar's Morningstar Wealth division announced it is working with Apollo, Franklin Temp... Full story

Yahoo Finance • 2 months ago

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction CHICAGO, June 1... Full story

Yahoo Finance • 2 months ago

Morningstar Teams Up With Apollo, Franklin Templeton and J.P. Morgan on Public/Private Model Portfolios

The six new portfolios, which are expected to launch later this year, will invest from 12% to 20% of assets in private credit and real estate. Continue Reading... Full story

Yahoo Finance • 2 months ago

SpaceX Investors Could Be in for a Rude Awakening, According to 1 Top Wall Street Analyst

Key Points Morningstar performed a rigorous analysis that concluded that SpaceX is "significantly overvalued." Factors that could cause the stock to fall sharply include upcoming dilution and governance issues. SpaceX's share price is now... Full story