Today, we're celebrating 40 years of investors first! From our humble beginnings in 1984 to becoming a beacon of independence, transparency, and long-term focus, our journey has been nothing short of extraordinary. To all who've been a part of this incredible Morningstar story since 1984, we say thank you!
About us
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.
- Website
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http://www.morningstar.com/company/
External link for Morningstar
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Chicago, IL
- Type
- Public Company
- Specialties
- Investment research
Locations
Employees at Morningstar
Updates
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Join us in congratulating Frannie Besztery on her new role as Chief Operating Officer, Direct Platform! With over 20 years of experience building up the databases that form the common foundation of Morningstar product experiences, Frannie will lead global operations of our flagship platform that serves a connected set of clients from asset managers to wealth managers and advisors.
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Our latest US Fund Flows report shows significant inflows into US mutual funds and ETFs in November, enthusiasm around a second Trump administration seemed to spark investor appetite. Read the full report here: http://spr.ly/6043Q2SUV
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SLB, Hess, ExxonMobil, and HF Sinclair are among our oil and gas sector’s stock picks for late 2024. Download the report to analyze this quarter’s coverage analysis: http://spr.ly/6043Q05yB
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We’re thrilled to announce that Advisor Workstation has been recognized as a Leader in Small Business, Mid-Market, AND Enterprise categories for Financial Research & Portfolio Management Products! 🏆✨ This award underscores our commitment to empowering financial advisors with the tools they need to research smarter 🔍, build better portfolios 📊, and deliver exceptional client experiences 🤝. Thank you to our amazing clients and partners who trust us to drive their success. 🚀 #AwardWinning #AdvisorWorkstation #PortfolioManagement #FinancialResearch #Morningstar
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#MorningstarRetirement's Taylor Garlesky and Katherine Kingsbury hosted a great holiday event with advisers at HUB International last week. They celebrated a great year working together. Cheers to another one ahead! ✨ Important disclosures: http://spr.ly/6042QFj1p
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Dive into the latest episode of Big Picture in Practice featuring Ramesh Poola, Ph.D., MBA, CFA®, Co-Chief Investment Officer at Creative Planning: http://spr.ly/6049Q5RVN In this episode, we explore how wealth managers can drive growth without sacrificing client relationships. Discover actionable strategies that prioritize client needs while achieving your business objectives.
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Join Dave Sekera, Chief US Market Strategist, and Preston Caldwell, Chief US Economist on January 15th for Morningstar's Q1 2025 US Market Outlook as they explore market valuation, GDP forecasts, and where to find undervalued opportunities for 2025. Register today!
Morningstar’s Q1 2025 US Market Outlook
www.linkedin.com
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In case you missed it: http://spr.ly/6040QsXWM #MorningstarRetirement’s Julie Varga sat down with Pensions & Investments to talk about how personalized offerings are gaining traction across DC plans, including through managed accounts and custom target-date offerings. Check out the article today! Important disclosures: http://spr.ly/6041QsXW3
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Our latest economic outlook suggests the market’s expectations of interest rates have shifted significantly since late September, with estimates for year-end 2025 up nearly 100 basis points. Read the report here: http://spr.ly/6041QevF5
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Stock
MORN
NASDAQ
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$340.32
2.38 (0.704%)
- Open
- 336.12
- Low
- 336.12
- High
- 341.5
Data from Refinitiv
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