Morningstar

Yahoo Finance • 10 days ago

Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools

New integrations advance investors’ access to trusted data and insights anywhere they work CHICAGO, November 18, 2025--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched... Full story

Yahoo Finance • 12 days ago

Morningstar (MORN) Fell Due to a Pullback in the Information Services Sector

Baron Funds, an investment management company, released its “Baron FinTech Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund fell 4.29% (Institutional Shares) compared to... Full story

Yahoo Finance • 15 days ago

JPMorgan strikes deals to get paid for fintech data access - report

[U.S. Banks Post Near-Record Profits In Second Quarter Of 2014] Andrew Burton/Getty Images News JPMorgan Chase (JPM [https://seekingalpha.com/symbol/JPM]) has signed revised contracts with fintech middlemen to get paid for most of the dat... Full story

Yahoo Finance • 24 days ago

Morningstar, PitchBook to Launch Evergreen Private Market Funds Indexes

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Morningstar announced the upcoming launch of the Morningstar PitchBook U.S. Evergreen Fund Indexes, which it said will offer pe... Full story

Yahoo Finance • 30 days ago

Validea Martin Zweig Strategy Daily Upgrade Report - 10/30/2025

The following are today's upgrades for Validea's Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and... Full story

Yahoo Finance • last month

Morningstar (MORN) Collaborates With NPPG Plan Professionals

​Morningstar, Inc. (NASDAQ:MORN) is one of the Best 52-Week Low Mid Cap Stocks to Buy Now. On October 22, Morningstar Retirement, which is part of Morningstar, Inc. (NASDAQ:MORN) announced a strategic collaboration with NPPG Plan Professio... Full story

Yahoo Finance • last month

Warren Buffett Sells Apple Stock and Buys a Brand New Stock Up 5,600% in 30 Years

Key Points Warren Buffett's Berkshire Hathaway in the second quarter soldApple stock but started a new position in UnitedHealth Group. Apple benefits from immense consumer loyalty and pricing power, but its sputtering innovation engine an... Full story

Yahoo Finance • last month

Is ESG Investing Losing Its Shine? ESG Stocks Continue To Underperform The S&P 500

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. If you want high returns in the stock market, you may want to stay away from ESG stocks. The Kiplinger ESG 20 returned an average of 4.3%... Full story

Yahoo Finance • last month

Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services

CHICAGO, October 22, 2025--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC... Full story

Yahoo Finance • last month

Could Buying Ferrari Stock Today Set You Up for Life?

Key Points Ferrari keeps its vehicles exclusive by producing just 1,000 of each model annually. Its operating margin is around 30%, flying high above the rest of the industry. Ferrari looks like a good long-term investment, but it may no... Full story

Yahoo Finance • 2 months 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 • 2 months 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 • 2 months 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 • 2 months 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 • 2 months 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 • 2 months 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 • 2 months 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 • 3 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 • 4 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 • 4 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