1. Show article details.

    Morningstar's Sixth Global Investor Experience Study Finds Investors are Paying Less to Own Funds Worldwide But Disparity Among Markets Persists

    PR Newswire – 8:00 AM ET 09/17/2019

    For "Fees and Expenses," Australia, the Netherlands, and the United States earn Top grades while Italy and Taiwan receive Bottom grades CHICAGO, Sept. 17, 2019 /PRNewswire/ -- Morningstar (MORN), Inc., a leading provider of independent investment research, today published the first chapter of its biennial Global Investor Experience report, which grades the experiences of mutual fund investors in 26 ma...

  2. Show article details.

    Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for August 2019

    PR Newswire – 5:11 PM ET 09/13/2019

    CHICAGO, Sept. 13, 2019  Morningstar (MORN), Inc., a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund flows for August 2019. Overall, passive U.S. equity funds saw approximately $900.0 million in outflows while active U.S. equity funds had $18.9 billion in outflows.

  3. Show article details.

    Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

    PR Newswire – 7:01 AM ET 09/09/2019

    CHICAGO, Sept. 9, 2019  Morningstar (MORN), Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and investment strategies within a single, dynamic workflow.

  4. Show article details.

    U.S. shale firms cut budgets, staff as oil-price outlook dims

    Reuters – 6:00 AM ET 09/06/2019

    Oil producers and their suppliers are cutting budgets, staffs and production goals amid a growing consensus of forecasts that oil and gas prices will stay low for several years. The U.S. has 904 working rigs, down 14% from a year ago, and even that is probably too many, estimated Harold Hamm, chief executive of shale producer Continental Resources, which has reduced the number of rigs at work.

  5. Show article details.

    Morningstar Appoints Libby Bernick as Head of Sustainability

    DJ Business News – 11:38 AM ET 09/05/2019

    Market intelligence firm Morningstar Inc. (MORN) said Thursday that it has appointed Libby Bernick as its head of sustainability, effective Sept. 9.. Bernick will lead Morningstar's (MORN) environmental, social and governance team to help develop tools for investors to align their portfolios with their values, Morningstar (MORN) said. Prior to the appointment, Ms.

  6. Show article details.

    Single-state focus: Manager's concentration on state funds yields opportunity

    SourceMedia Bond Buyer – 10:31 AM ET 08/29/2019

    Close proximity and presence in small states allows Josh Larson to "kick the tires" when analyzing new and existing credits

  7. Show article details.

    US money fund deposits surged by $202 bln in past 3 months

    Reuters – 10:20 AM ET 08/15/2019

    U.S. money-market fund deposits ing in at least a decade, research firm Morningstar Inc (MORN) said on Thursday.

  8. Show article details.

    BRIEF-Morningstar - For July, Passive U.S. Equity Funds Saw $6.6 Bln In Inflows, While Active U.S. Equity Funds Had $23.5 Bln In Outflows

    Reuters – 9:13 AM ET 08/15/2019

    Morningstar Inc (MORN): * Morningstar Inc (MORN) - FOR JULY, PASSIVE U.S. EQUITY FUNDS SAW $6.6 BILLION IN INFLOWS WHILE ACTIVE U.S. EQUITY FUNDS HAD $23.5 BILLION IN OUTFLOWS. * Morningstar Inc (MORN) - IN JULY, LONG-TERM FUNDS COLLECTED NEARLY $26.7 BILLION, A DROP FROM JUNE'S $46.1 BILLION. * Morningstar Inc (MORN) - MONEY-MARKET FUNDS TOOK IN $75.7 BILLION IN JULY.

  9. Show article details.

    Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for July 2019

    PR Newswire – 9:00 AM ET 08/15/2019

    CHICAGO, Aug. 15, 2019  Morningstar (MORN), Inc., a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund flows for July 2019. Overall, passive U.S. equity funds saw $6.6 billion in inflows while active U.S. equity funds had $23.5 billion in outflows, which together were the worst outflows for U.S. equity funds since June 2018.

  10. Show article details.

    Morningstar Assigns New Analyst Ratings to Five Strategies, Upgrades Seven, and Downgrades Four in July 2019

    PR Newswire – 11:15 AM ET 08/12/2019

    CHICAGO, Aug. 12, 2019  Morningstar, Inc. (MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 149 U.S. strategies that occurred in July 2019.

  11. Show article details.

    Inflated Bond Ratings Helped Spur the Financial Crisis. They're Back.

    DJ Business News – 12:37 PM ET 08/07/2019

    Times are tough for the Mall at Stonecrest in suburban Atlanta. The Kohl's closed in 2016. The Sears shut in 2018, and the Payless ShoeSource finished its going-out-of-business sale in May. When a $90.5 million mortgage came due last summer, the mall's owners defaulted.

  12. Show article details.

    PitchBook and Morningstar Ring Nasdaq Stock Market Opening Bell

    PR Newswire – 10:00 AM ET 07/29/2019

    SEATTLE, July 29, 2019 PitchBook, the data provider for the private and public equity markets, and Morningstar, Inc. (MORN), a leading provider of independent investment research, today visited the Nasdaq MarketSite in Times Square to ring the Nasdaq Stock Market Opening Bell. To view multimedia assets from the Nasdaq Stock Market Opening Bell, click here.

  13. Show article details.

    BRIEF-Morningstar, Inc. Q2 Earnings Per Share $0.98

    Reuters – 4:27 PM ET 07/25/2019

    Morningstar Inc (MORN): * MORNINGSTAR, INC. REPORTS SECOND-QUARTER 2019 FINANCIAL RESULTS. * Q2 EARNINGS PER SHARE $0.98. * Q2 REVENUE $273.9 MILLION Source text for Eikon: Further company coverage:

  14. Show article details.

    Morningstar, Inc. Reports Second-Quarter 2019 Financial Results

    PR Newswire – 4:15 PM ET 07/25/2019

    CHICAGO, July 25, 2019 Morningstar, Inc. (MORN), a leading provider of independent investment research, today announced second-quarter 2019 financial results. Second-Quarter Financial Highlights Year-to-Date Financial Highlights "Our investments in data, research, and ratings capabilities continue to resonate with investors," said Kunal Kapoor, Morningstar's (MORN) chief executive officer.

  15. Show article details.

    Morningstar Reports U.S. Mutual Fund and ETF Fund Flows for June 2019

    PR Newswire – 12:45 PM ET 07/16/2019

    CHICAGO, July 16, 2019 Morningstar, Inc. (MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund fund flows for June 2019. Overall, passive U.S. equity funds saw $29.5 billion in outflows while active U.S. equity funds lost $20.2 billion to outflows. Morningstar's (MORN) report about U.S. fund flows for June is available here.

  16. Show article details.

    Morningstar Assigns New Analyst Ratings to 28 Strategies, Upgrades Five, and Downgrades Eight in June 2019

    PR Newswire – 10:00 AM ET 07/09/2019

    CHICAGO, July 9, 2019  Morningstar, Inc. (MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 155 U.S. strategies that occurred in June 2019.

  17. Show article details.

    Morningstar to Enhance Forward-Looking Fund Ratings

    PR Newswire – 7:30 AM ET 07/08/2019

    CHICAGO, July 8, 2019  Morningstar, Inc. (MORN), a leading provider of independent investment research, today announced it will enhance two of its forward-looking fund ratings systems, the Morningstar Analyst Rating™ for funds and the Morningstar Quantitative Rating™ for funds.

  18. Show article details.

    BNP Paribas in Pact With Morningstar for APAC Research -- Update

    DJ Business News – 5:05 AM ET 07/04/2019

    BNP Paribas SA (BNPQF) said Thursday that it will source its Asia-Pacific equity research from Morningstar Inc. (MORN). The French bank will lay off 12 of its equity research analysts as a result of the agreement, a person familiar with the situation said. The layoffs will mostly be in Hong Kong and Singapore, the person said.

  19. Show article details.

    BNP Paribas to Outsource APAC Research to Morningstar

    DJ Business News – 12:26 AM ET 07/04/2019

    BNP Paribas S.A. (BNPQF) said it will source its Asia Pacific equity research reports from Morningstar Inc. (MORN). Morningstar (MORN) will provide equity research reports for BNP Paribas (BNPQF) in China, Hong Kong, Singapore, Korea and Taiwan in six sectors that include financial, real estate, consumer, and healthcare, BNP Paribas (BNPQF) said in a statement. BNP Paribas (BNPQF) will be the exclusive sell-side equities research provider distributing Morningstar's (MORN) reports to its buy- side clients in the region, it said.

  20. Show article details.

    BRIEF-Morningstar Enters New Senior Credit Agreement

    Reuters – 1:44 PM ET 07/03/2019

    Morningstar Inc (MORN): * MORNINGSTAR (MORN) - ENTERED NEW SENIOR CREDIT AGREEMENT. * MORNINGSTAR (MORN) - CREDIT AGREEMENT PROVIDES CO WITH 5-YEAR MULTI-CURRENCY CREDIT FACILITY WITH BORROWING CAPACITY OF UP TO $750 MILLION. * Morningstar Inc (MORN) - CREDIT AGREEMENT ALSO PROVIDES FOR ISSUANCE OF UP TO $50 MILLION OF LETTERS OF CREDIT.

Page:

Today's and Upcoming Events

  • Oct
    22

    MORN to announce Q3 earnings (Unconfirmed)

Past Events (last 90 days)

  • Jul
    25

    MORN announced Q2 earnings.

  • Jul
    03

    MORN ex-Dividend for $0.28 on 07/03/2019

    • Announce Date: 12/14/2018
    • Record Date: 07/05/2019
    • Pay Date: 07/31/2019
Data provided by Thomson Reuters © 2019

Technical Events

Technical Analysis

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