MORN
$183.87
Morningstar, Inc.
Historical Price
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Whystock Valuation Model
Fundamentals
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, Pitch...
Recent News
Wall Street found an ETF tax loophole worth $8.7 billion
Picture this: you’ve held a stock for 20 years, and now it's worth millions. Yet your cost basis is almost nothing, but selling triggers a massive tax bill, so you hold. That’s the trap millions of long-term investors face. The more successful the investment, the more painful the exit. But a ...
Retiring Soon? You Need to See This New Report That Questions the 4% Withdrawal Rule
According to Morningstar’s new analysis, when you retire, you can start with one withdrawal rate and adjust for inflation—but taxes, fees, and portfolio mix still matter.
Morningstar AI Assistant Aims To Deepen Advisor Reliance On Direct Suite
Morningstar, Inc. (NasdaqGS:MORN) has introduced a new AI assistant within its Direct Advisory Suite platform. The tool is designed to streamline advisory workflows using natural language, automating portfolio analysis and proposal generation. Morningstar plans to roll out the assistant with enterprise-grade security for advisors in the US, with expansion to Canada expected over time. For you as an investor, this move sits at the intersection of data, software, and AI tools that many...
Morningstar, Intercontinental Exchange, and Fiserv Stocks Trade Down, What You Need To Know
A number of stocks fell in the afternoon session after the Asset Management sector was muted amid lingering fears of bad loans and redemptions within the private credit sector.
How to bust myths about private investments, per Morningstar
There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.