MORN - Morningstar, Inc.
Launched on June 28, 2004, the iShares Morningstar Small-Cap Value ETF (ISCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced that its AI Academy has received three Brandon Hall Group™ HCM Excellence Awards®: a Gold Award for Best Custom Content and Silver Awards for Best Learning Strategy and Best Use of AI for Learning. The Brandon Hall Group™ HCM Excellence Awards® recognize organizations that successfully develop and deploy programs, strategies, technologies, and solutions that deliver.
American Capital Management Inc. purchased a new position in shares of Morningstar, Inc. (NASDAQ: MORN) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 114,947 shares of the business services provider's stock, valued at approximately $17,934,000. American Capital Management Inc. owned 0.31%
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Callan Family Office LLC purchased a new position in Morningstar, Inc. (NASDAQ: MORN) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 5,421 shares of the business services provider's stock, valued at approximately $846,000. A number of other
Launched on June 28, 2004, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.
The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.
Aurora Investment Counsel acquired a new position in shares of Morningstar, Inc. (NASDAQ: MORN) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 9,515 shares of the business services provider's stock, valued at approximately $1,485,000. Several other large investors also recently added to
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Bank of America Corp DE increased its stake in Morningstar, Inc. (NASDAQ: MORN) by 11.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 183,575 shares of the business services provider's stock after buying an additional
Morningstar (MORN) is a global financial services firm with a 15-year dividend growth streak, strong cash flow, and a conservative payout ratio. MORN delivered solid Q2 2026 results, beating revenue and EPS estimates, with 9.6% revenue growth and 29.2% non-GAAP EPS growth year-over-year. The stock trades at ~15.6x 2026E EPS, well below its historical 35–40x range, and is currently viewed as undervalued with a fair value estimate of $246.40.
WILMINGTON, Del.--(BUSINESS WIRE)--Morningstar DBRS confirmed its credit ratings of WSFS Financial Corporation (NASDAQ: WSFS) (“WSFS” or “the Company”) with a Long-Term Issuer Rating of "A (low)" and “A” to WSFS Bank. The trends on all credit ratings are Stable. The Intrinsic Assessment (IA) for the Bank is “a,” while its Support Assessment is SA1. The Company's Support Assessment is SA3, and the Long-Term Issuer Rating is positioned one notch below the Bank's IA. Morningstar DBRS' debt ratings.
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CHICAGO--(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 are continuing to deliver profitable growth with meaningful increases in operating and free cash flows," said Kunal Kapoor, Morningstar's CEO. "Morningstar is accelerating an ambitious strategy, unlocking speed to insights by building agentic workflows and tools atop our data.
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the completion of the rebrand of the CRSP Market Indexe
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the completion of the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes, marking an important milestone in the company's strategy to expand its global indexes business to help better serve global investors. "We are excited to bring the highly respected CRSP Market Indexes, now with the added power of the Morningstar brand, to investors worldwide,".
American Capital Management Inc. decreased its position in shares of Morningstar, Inc. (NASDAQ: MORN) by 4.2% in the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 108,340 shares of the business services provider's stock after selling 4,724 shares during the quarter. American Capital Management Inc. owned
Epoch Investment Partners Inc. lowered its position in shares of Morningstar, Inc. (NASDAQ: MORN) by 40.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,547 shares of the business services provider's stock after selling 3,084 shares
CI Investments Inc. decreased its holdings in Morningstar, Inc. (NASDAQ: MORN) by 93.5% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,292 shares of the business services provider's stock after selling 32,836 shares during the quarter. CI Investments Inc.'s holdings in Morningstar