MORN — Morningstar, Inc. Stock Price, Chart & AI Report

Positive Jan 30, 2026 • 16:13 UTC The Motley Fool • Josh Kohn-Lindquist

Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock

Berkeley initiated a new $3.8 million stake in Morningstar by purchasing 17,382 shares in Q4 2025, representing 1.2% of its assets under management. The investment comes after Morningstar's stock declined over 40% from its 52-week high, now trading at its lowest valuation since 2019 at 23x earnings. The analyst views this as a buy-the-dip opportunity but expresses caution about AI-related disruption risks to data and research-driven companies.

MORN DSTL V Morningstar acquisition Berkeley investment stock valuation AI disruption financial data services

Sentiment note

Berkeley's significant investment signals confidence in the company's long-term value. Despite recent 40% decline, Morningstar trades at attractive 23x earnings (lowest since 2019) with strong historical performance (12.5% annualized returns since 2005). The analyst views the sell-off as a buying opportunity, though with some AI-related concerns.

Positive Jan 26, 2026 • 06:30 UTC GlobeNewswire Inc. • Sns Insider

Business Information Market to Hit USD 306.59 Billion by 2033, Driven by Rising Demand for Data-Driven Decision Making | SNS Insider

The global business information market is projected to grow from USD 191.63 billion in 2025 to USD 306.59 billion by 2033, with a CAGR of 6.08%. Growth is driven by enterprises' increasing adoption of AI-driven analytics, real-time intelligence, and cloud platforms for data-driven decision-making, regulatory compliance, and risk management. The U.S. market is expected to expand from USD 61.28 billion to USD 96.59 billion, while Asia Pacific is anticipated to grow at the fastest rate of 8.13% CAGR.

RELX SPGI MCO TRI business information market data-driven decision-making AI-driven analytics real-time intelligence

Sentiment note

Key player positioned to benefit from growing demand for market research, analytics, and business intelligence solutions.

Positive Jul 31, 2025 • 21:06 UTC The Motley Fool • Na

Morningstar (MORN) Q2 EPS Jumps 19%

Morningstar reported strong Q2 2025 earnings, with adjusted EPS of $2.40 beating estimates. The company saw revenue growth across several segments, including Direct Platform and PitchBook, while facing challenges in ESG and retirement services.

MORN earnings financial services investment research data analytics

Sentiment note

Beat earnings estimates, showed revenue growth in key segments like Direct Platform (+6.2%) and PitchBook (+9.8%), improved operating margin to 20.7%, and grew assets under management/advisement by 13.0%

Neutral Aug 2, 2024 • 19:31 UTC Zacks Investment Research • N/A

August Asset Allocation Guidelines

The article discusses 7 Zacks Rank #1 Strong Buy stocks that have the potential to see significant gains within the next 30-90 days. It highlights the Zacks Rank stock-rating system's historical performance and its ability to outperform the S&P 500.

MSFT NDAQ MORN Zacks Rank Strong Buy stocks stock recommendations stock-rating system

Sentiment note

The company is mentioned as one of the trademarks represented on the website, but no specific information about the company or its performance is provided.

Neutral Aug 2, 2024 • 19:29 UTC Zacks Investment Research • N/A

ZRS Chart of the Month

The article discusses 7 Zacks Rank #1 Strong Buy stocks that have the potential to see significant gains within the next 30-90 days. It highlights the Zacks Rank stock-rating system's historical performance and its ability to outperform the S&P 500.

MSFT NDAQ MORN Zacks Rank Strong Buy stocks stock recommendations stock-rating system

Sentiment note

The company is mentioned as one of the trademarks represented on the website, but no specific information about the company or its performance is provided.

Neutral Aug 2, 2024 • 19:27 UTC Zacks Investment Research • N/A

Sell-Side and Buy-Side Consensus at a Glance

The article discusses 7 Zacks Rank #1 Strong Buy stocks that have the potential to see significant gains within the next 30-90 days. It highlights the Zacks Rank stock-rating system's historical performance and its ability to outperform the S&P 500.

MSFT NDAQ MORN Zacks Rank Strong Buy stocks stock recommendations stock-rating system

Sentiment note

The company is mentioned as one of the trademarks represented on the website, but no specific information about the company or its performance is provided.

Negative Jul 23, 2024 • 01:37 UTC Investing.com • Oliver Gray

Anticipating Tesla's Q2 report: Analysts bullish on AI growth, Robotaxi By Investing.com - Investing.com Australia

Analysts are bullish on Tesla's potential in AI and Robotaxi technology, which could drive the company's long-term growth. The energy business is also seen as a major boost for Tesla.

TSLA MS MSPA MSPE Tesla AI Robotaxi Energy business

Sentiment note

Morningstar has suggested that Tesla's valuation is overstretched, advising investors to wait for a larger pullback before investing.

Unknown Jun 30, 2024 • 08:50 UTC The Motley Fool • newsfeedback@fool.com (Keith Speights)

Vanguard's Top ETF Is Up 24% This Year. Here's Another ETF Up Twice As Much.

If you're looking for sizzling returns, this hot ETF could be just the ticket.

SMH TSM NVDA AMD investing

Unknown Jun 26, 2024 • 02:24 UTC The Motley Fool • newsfeedback@fool.com (Motley Fool Staff)

What Went Wrong at Fisker Automotive?

We also talk about what's going on with Wells Fargo and answer some retirement questions.

WFC AAPL TSLA GS investing

Unknown Jun 24, 2024 • 08:44 UTC The Motley Fool • newsfeedback@fool.com (Trevor Jennewine)

Nvidia Executed a 10-for-1 Stock Split. Here's What Happened the Last 5 Times the Artificial Intelligence (AI) Stock Split.

Stock splits have historically been bad news for Nvidia shareholders.

NVDA BAC JPM MORN investing

Unknown Jun 21, 2024 • 13:13 UTC Zacks Investment Research • Zacks Equity Research

AssetMark (AMK) & Morningstar Wealth Form Strategic Alliance

AssetMark (AMK) establishes a strategic alliance with Morningstar Wealth to acquire roughly $12 billion in assets. This move aligns with AssetMark's strategy to boost its offerings.

TROW SF MORN AMK

Unknown Jun 15, 2024 • 08:12 UTC The Motley Fool • newsfeedback@fool.com (Trevor Jennewine)

Nvidia's 10-for-1 Stock Split Comes With a Warning. History Says the Artificial Intelligence (AI) Stock Could Do This Next.

Nvidia shares have performed poorly following past stock splits.

NVDA MSFT GOOGL AMZN investing