Morningstar

Yahoo Finance • 11 days ago

Is the Traditional 60/40 Balanced Portfolio a Good Investment Strategy?

For decades, the 60/40 portfolio was the epitome of the balanced portfolio. The allocation of 60% stocks and 40% bonds has traditionally been seen as an all-weather portfolio, with the volatility of stocks balanced by the more conservative... Full story

Yahoo Finance • 13 days ago

Is the AI hype over? Alibaba says no.

Calls of the Day: Despite growing talk of an AI bubble - and stocks such as Oracle (ORCL) tumbling - analysts at Morningstar (MORN) and Morgan Stanley (MS) released new reports arguing that there's still a lot of room to grow for China's e... Full story

Yahoo Finance • 14 days ago

10 Dividend Growers Whose Stocks Look Cheap

A big reason is the outperformance of large-cap growth stocks, like the Magnificent 7, which tend to payout little or nothing in the way of dividends. Fortunately, there are plenty of stocks with healthy, growing dividends that are also un... Full story

Yahoo Finance • 14 days ago

Morningstar Launches New Benchmark and Expands with CRSP Acquisition

Morningstar, Inc. (NASDAQ:MORN) is one of the 12 High-Risk High-Reward Growth Stocks to Buy Right Now. The company launched a new benchmark and announced the acquisition of CRSP, following significant revenue growth.Morningstar Launches N... Full story

Yahoo Finance • 19 days ago

Morningstar to acquire Center for Research in Security Prices from Chicago University for $375M

[Morningstar headquarters in Chicago, Illinois, USA.] JHVEPhoto/iStock Editorial via Getty Images * Morningstar (NASDAQ:MORN [https://seekingalpha.com/symbol/MORN]), an investment insights company, announced on Tuesday the acquisition o... Full story

Yahoo Finance • 22 days ago

Morningstar declares $0.455 dividend

* Morningstar (NASDAQ:MORN [https://seekingalpha.com/symbol/MORN]) declares $0.455/share quarterly dividend [https://seekingalpha.com/pr/20238753-morningstar-inc-declares-quarterly-dividend-of-45_5-cents-per-share], in line with previous... Full story

Yahoo Finance • 26 days ago

Morningstar Enters Oversold Territory

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals a... Full story

Yahoo Finance • 2 months ago

Is the 60/40 portfolio dead? BlackRock CEO Larry Fink thinks so — here’s what that means for you and your investments

Jamie McCarthy / Gettyimages Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. In his most recent letter to investors, BlackRock CEO Larry Fink discussed the company’s latest investment st... Full story

Yahoo Finance • 2 months ago

This simple tip can pay big dividends in your 401(k) plan ― and elsewhere

If there's one simple investment maxim that will improve your odds of success in any market climate, it's this: Keep your costs down. This can be especially important with mutual funds and exchange-traded funds, as researcher Morningstar... Full story

Yahoo Finance • 2 months ago

Morningstar earnings beat by $0.21, revenue topped estimates

Investing.com - Morningstar (NASDAQ: MORN) reported second quarter EPS of $2.40, $0.21 better than the analyst estimate of $2.19. Revenue for the quarter came in at $605.1M versus the consensus estimate of $604.59M. Morningstar’s stock... Full story

Yahoo Finance • 3 months ago

Morningstar Inc (NASDAQ:MORN) – A Quality Stock Worth Considering

Morningstar Inc (NASDAQ:MORN [https://www.chartmill.com/stock/quote/MORN/profile]) stands out as a potential candidate for quality investors, meeting key criteria for long-term growth, profitability, and financial health. The company, know... Full story

Yahoo Finance • 3 months ago

From robotaxis to rockets: Morningstar rated these two ETFs as top performers. How they're positioning right now

He helped clinch the top two spots on Morningstar's best performing ETFs last quarter, and now Ark Invest's Brett Winton is looking to do it again with extensive exposure to Big Tech and aerospace. Winton helps set strategy for the No. 1... Full story

Yahoo Finance • 3 months ago

Morningstar launches digital investment research hubs in Canada, UK, Asia

[Morningstar headquarters in Chicago, Illinois, USA.] JHVEPhoto/iStock Editorial via Getty Images Investment insights provider Morningstar (NASDAQ:MORN [https://seekingalpha.com/symbol/MORN]) announced on Monday the launch of digital inve... Full story

Yahoo Finance • 3 months ago

Morningstar Launches New Digital Destination to Empower UK Investors

LONDON, June 30, 2025--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new UK digital investment research hub, designed to empower investors with l... Full story

Yahoo Finance • 3 months ago

Morningstar Launches New Digital Destination to Empower Asian Investors

SINGAPORE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Asia digital investment research hub, designed to empower investors with localized i... Full story

Yahoo Finance • 4 months ago

The end of the easy US stock bet has been good to contrarians

(Bloomberg Markets) — On Wall Street, it’s been years since anyone had to think very hard to make money. Buy the largest US stocks, ignore everything else and watch your portfolio soar. Investing was reduced to one-click simplicity. Most... Full story

Yahoo Finance • 5 months ago

Morningstar (MORN) Slid on Disappointing Quarterly Results

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities closed 5% lower in Q1, following a sharp decline in March. Mark... Full story

Yahoo Finance • 6 months ago

Morningstar, Inc. (MORN): Among Small Cap Financial Stocks Hedge Funds Are Buying

We recently published a list of 15 Small Cap Financial Stocks Hedge Funds Are Buying. In this article, we are going to take a look at where Morningstar, Inc. (NASDAQ:MORN) stands against other small cap financial stocks hedge funds are buy... Full story

Yahoo Finance • 8 months ago

Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform

CHICAGO, February 13, 2025--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond® Wealth Platform the first wealth platform to integrate with the new... Full story

Yahoo Finance • last year

Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24

CHICAGO, June 24, 2024--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; h... Full story