Últimas noticias sobre Morningstar (NASDAQ:MORN) Bolsa

Morningstar

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

Morningstar Inc

Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) has outperformed the market over the past 15 years by 27.45% on an annualized basis producing an average annual return of 39.06%. Currently, Morningstar has a market capitalization of $14.49 billion. 
Buying $1000 In MORN: If an investor had bought $1000 of MORN stock 15 years ago, it would be worth $139,962.73 today based on a price of $337.94 for MORN at the time of writing.
<h3>Morningstar's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734645609_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Trading Ideas

MORN

Here's How Much You Would Have Made Owning Morningstar Stock In The Last 15 Years

Revealing a significant insider sell on December 16, JASON DUBINSKY, Chief Financial Officer at Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>), as per the latest SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001289419/000128941924000163//Archives/edgar/data/1289419/000128941924000163/0001289419-24-000163-index.htm">U.S. Securities and Exchange Commission</a> on Monday outlined that DUBINSKY executed a sale of 3,223 shares of Morningstar with a total value of $1,137,347.
At Tuesday morning, Morningstar shares are down by 0.0%, trading at $355.53.
<h3>Discovering Morningstar: A Closer Look</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
<h3>Morningstar: A Financial Overview</h3>
Revenue Growth: Morningstar's revenue growth over a period of 3 months has been noteworthy. As of 30 September, 2024, the company achieved a revenue growth rate of approximately 10.46%. This indicates a substantial increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Insights into Profitability:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 60.89%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): The company excels with an EPS that surpasses the industry average. With a current EPS of 2.79, Morningstar showcases strong earnings per share.
</li>
</ul>
Debt Management: Morningstar's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.67, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 46.9 is lower than the industry average, implying a discounted valuation for Morningstar's stock.
</li>
<li>
Price to Sales (P/S) Ratio: With a P/S ratio of 6.9 below industry standards, the stock shows potential undervaluation, making it an appealing investment option for those focusing on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Morningstar's EV/EBITDA ratio at 23.73 suggests potential undervaluation, falling below industry averages.
</li>
</ul>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
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<h3>Exploring the Significance of Insider Trading</h3>
Emphasizing the importance of a comprehensive approach, considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
Considering the legal perspective, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, according to Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
Pointing towards optimism, a company insider's new purchase signals their positive anticipation for the stock to rise.
Nevertheless, insider sells may not necessarily indicate a bearish view and can be influenced by various factors.
<h3>Navigating the World of Insider Transaction Codes</h3>
Navigating through the landscape of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001289419">Check Out The Full List Of Morningstar's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Morningstar Chief Financial Officer Sold $1.14M In Company Stock

Management

Morningstar Names Michael Holt As CFO Effective January 1, 2025; Holt, Current Chief Strategy Officer, Will Oversee Global Finance After Jason Dubinsky Steps Down And Assumes Consulting Role

Dividends

Morningstar Increases Quarterly Dividend From $0.405 To $0.455 Per Share

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has fallen 20.0% since its last report. The company recently reported that it has 118 thousand shares sold short, which is 0.44% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731693610_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 2.85%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into Morningstar's Recent Short Interest

Disclosed on November 12, Steven Kaplan, Director at Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: Kaplan opted to sell 1,250 shares of Morningstar, according to a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001289419/000128941924000123//Archives/edgar/data/1289419/000128941924000123/0001289419-24-000123-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday. The transaction's total worth stands at $435,725.
Tracking the Wednesday's morning session, Morningstar shares are trading at $350.55, showing a down of 0.0%.
<h3>Delving into Morningstar's Background</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
<h3>A Deep Dive into Morningstar's Financials</h3>
Revenue Growth: Over the 3 months period, Morningstar showcased positive performance, achieving a revenue growth rate of 10.46% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Key Profitability Indicators:
<ul>
<li>
Gross Margin: The company shows a low gross margin of 60.89%, indicating concerns regarding cost management and overall profitability relative to its industry counterparts.
</li>
<li>
Earnings per Share (EPS): Morningstar's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 2.79.
</li>
</ul>
Debt Management: With a high debt-to-equity ratio of 0.67, Morningstar faces challenges in effectively managing its debt levels, indicating potential financial strain.
Insights into Valuation Metrics:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 46.25, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 6.8 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): With a below-average EV/EBITDA ratio of 23.41, Morningstar presents an opportunity for value investors. This lower valuation may attract investors seeking undervalued opportunities.
</li>
</ul>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>The Impact of Insider Transactions on Investments</h3>
While insider transactions should not be the sole basis for making investment decisions, they can play a significant role in an investor's decision-making process.
Within the legal framework, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as per Section 12 of the Securities Exchange Act of 1934. This includes executives in the c-suite and major hedge funds. These insiders are mandated to disclose their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
The initiation of a new purchase by a company insider serves as a strong indication that they expect the stock to rise.
However, insider sells may not always signal a bearish view and can be influenced by various factors.
<h3>The Insider's Guide to Important Transaction Codes</h3>
Navigating through the landscape of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often prioritize those unfolding in the open market, precisely detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001289419">Check Out The Full List Of Morningstar's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;utm_source=benzinga-insights">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Morningstar Director Sold $435K In Company Stock

Morningstar's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NYSE">MORN</a>) short percent of float has fallen 12.7% since its last report. The company recently reported that it has 147 thousand shares sold short, which is 0.55% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.14 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Morningstar Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730394020_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Morningstar has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Morningstar's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Morningstar's peer group average for short interest as a percentage of float is 3.00%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

WIIM

Morningstar shares are trading lower following Q3 earnings.

Morningstar has initiated a succession process. Dubinsky will continue to serve as chief financial officer until Dec. 31, 2024, and will be engaged in a consulting role to support a smooth transition through June 30, 2025.

Morningstar Says CFO Jason Dubinsky Will Step Down At The End Of The Year To Pursue Other Interests

Earnings

Earnings Beats

Morningstar Q3 2024 Adj. EPS $2.00, Inline, Sales $569.400M Beat $565.745M Estimate

Redburn Atlantic analyst Russell Quelch downgrades Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) from Buy to Neutral and announces $340 price target.

Downgrades

Price Target

Analyst Ratings

Redburn Atlantic Downgrades Morningstar to Neutral, Announces $340 Price Target

As of Oct. 9, 2024, two stocks in the financials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the <a href="https://www.benzinga.com/topic/rsi">RSI is above 70</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>. 
Here's the latest list of major overbought players in this sector.
<h3 class="wp-block-heading">Morningstar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>)</h3>
<ul>
<li>On Oct. 8, UBS analyst Alex Kramm initiated coverage on Morningstar with a Buy rating and announced a price target of $390. The company's stock gained around 10% over the past month and has a <a href="https://www.benzinga.com/quote/MORN">52-week high of $335.67</a>.</li>
<li>RSI Value: 77.50&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>MORN Price Action: Shares of Morningstar gained 7.2% to close at $335.28 on Tuesday.</li>
</ul>
<h3 class="wp-block-heading">Msci Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSCI#NYSE">MSCI</a>)</h3>
<ul>
<li>On Oct. 2, Evercore ISI Group analyst David Motemeden initiated coverage on MSCI with an Outperform rating and announced a price target of $690. The company's stock gained around 7% over the past month and <a href="https://www.benzinga.com/quote/MSCI">has a 52-week high</a> of $617.39.</li>
<li>RSI Value: 71.97</li>
<li>MSCI Price Action: Shares of MSCI rose 2.1% to close at $596.83 on Tuesday.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/10/41238686/jim-cramer-ast-spacemobile-is-just-too-hot-recommends-buying-this-tech-stock">Jim Cramer: AST SpaceMobile Is &#8216;Just Too Hot,&#8217; Recommends Buying This Tech Stock</a></li>
</ul>

Pre-Market Outlook

Markets

MSCI

Top 2 Financials Stocks That May Implode In October

Morningstar shares are trading higher after UBS initiated coverage on the stock with a Buy rating and a $390 price target.

UBS analyst Alex Kramm initiates coverage on Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) with a Buy rating and announces Price Target of $390.

Initiation

UBS Initiates Coverage On Morningstar with Buy Rating, Announces Price Target of $390

MSCI (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/msci#NYSE">MSCI</a>) shares moved up 6.7% in the past year compared with the broader Zacks Computer and Technology sector&#39;s return of 39.8% and the Zacks Business - Software Services sector&#39;s rise of 29.2%.
The underperformance is likely to have been caused by a tighter spending environment and longer sales cycles due to challenging macroeconomic conditions.
Increasing pricing pressure is also a major concern, primarily due to the growing availability of free indices from providers like Morningstar (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/morn#NASDAQ">MORN</a>).
As Morningstar continues to offer more accessible options, self-indexing and lower spending by asset managers on gathering data are other headwinds.
<div class="chart_embed">
<h3>MSCI Inc Price and Consensus</h3>
<img alt="MSCI Inc Price and Consensus" src="https://staticx-tuner.zacks.com/images/charts/20/1727099080.png" style="height:278px; width:620px" title="" />
MSCI Inc price-consensus-chart | MSCI Inc Quote
Despite these challenges, MSCI is benefiting from strong demand for custom and factor index modules, recurring revenue business models and the growing adoption of its ESG and Climate solutions in the investment process.
Hence, investors should ask this question &mdash; is now the right time to invest in MSCI&#39;s shares given the current market challenges and MSCI&#39;s performance?
</div>
<h3>Will MSCI&#39;s Strong Portfolio Drive Growth?</h3>
MSCI&#39;s expanding portfolio along with robust adoption of its Climate and ESG solutions, have been a major growth driver.
In July, the company announced a partnership with Moody&#39;s, marking a milestone in advancing ESG (Environmental, Social and Governance) transparency in financial markets.
MSCI announced a partnership with Moody&#39;s. The partnership will leverage MSCI&#39;s robust sustainability data and models, widely utilized by major asset managers worldwide, to bolster Moody&#39;s offerings across banking, insurance and corporate sectors.
Moody&#39;s will also integrate MSCI&#39;s industry-leading ESG ratings and content into its solutions, gradually replacing its own ESG data offerings. The agreement also entails MSCI gaining access to Moody&#39;s extensive Orbis database, paving the way for expanded private company ESG coverage and exploration into advanced solutions for the private credit market.
MSCI&#39;s partnership with Microsoft has further expanded its clientele and is considered a major positive for the company.
The partnership with Microsoft aims to enhance the global investment industry by leveraging Microsoft&#39;s cloud and AI technologies to modernize MSCI&#39;s products and drive ESG solutions.
In second-quarter 2024, MSCI achieved 10% organic revenue growth, driven by strong performance across various segments, including Analytics, ESG and Index Investments. The company witnessed growth in its ESG and Climate solutions, with organic run rate growth of 14%.
Acquisitions have also played a significant role in shaping the company&#39;s growth trajectory. In April, MSCI completed the acquisition of Foxberry, a London-based index provider, aimed at enhancing custom index production capabilities and providing simulation and back-testing capabilities for institutional investors.
<h3>MSCI&#39;s Earnings Estimates Show Upward Movement</h3>
MSCI&#39;s diverse portfolio and strategic acquisitions are contributing to its growth prospects continuously and driving top-line growth.
The Zacks Consensus Estimate for third-quarter 2024 revenues is currently pegged at $710.74 million, suggesting 13.64% growth year over year.
The consensus mark for earnings is currently pegged at $3.75 per share, unchanged in the past 30 days.
<h3>MSCI Shares are Overvalued</h3>
MSCI stock is not so cheap, as the Value Score of D suggests a stretched valuation at this moment.
The forward 12-month Price/Sales ratio for MSCI stands at 16.16X, higher than its Zacks Business - Software Services industry&#39;s 11.26X, reflecting a stretched valuation.
MSCI currently carries Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point in the stock.
<a href="https://www.zacks.com/stock/news/2340002/msci-shares-up-7-in-a-year-should-you-buy-hold-or-sell-the-stock?cid=CS-BENZ-FT-analyst_blog|rank_focused-2340002">To read this article on Zacks.com click here.</a>

Large Cap

Macro Economic Events

Offerings

Economics

Tech

MSCI Shares Up 7% in a Year: Should You Buy, Hold or Sell the Stock?

BMO Capital analyst Jeff Silber maintains Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) with a Outperform and maintains $352 price target.

BMO Capital Maintains Outperform on Morningstar, Maintains $352 Price Target

Steven Kaplan, Board Member at Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>), executed a substantial insider sell on August 13, according to an SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001289419/000128941924000070//Archives/edgar/data/1289419/000128941924000070/0001289419-24-000070-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday outlined that Kaplan executed a sale of 1,250 shares of Morningstar with a total value of $381,837.
The latest market snapshot at Wednesday morning reveals Morningstar shares down by 0.0%, trading at $310.05.
<h3>Delving into Morningstar's Background</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
<h3>A Deep Dive into Morningstar's Financials</h3>
Revenue Growth: Over the 3 months period, Morningstar showcased positive performance, achieving a revenue growth rate of 13.31% as of 30 June, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Interpreting Earnings Metrics:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 61.06%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Morningstar's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 1.61.
</li>
</ul>
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.75, caution is advised due to increased financial risk.
Analyzing Market Valuation:
<ul>
<li>
Price to Earnings (P/E) Ratio: Morningstar's stock is currently priced at a premium level, as reflected in the higher-than-average P/E ratio of 54.3.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 6.15 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): Morningstar's EV/EBITDA ratio stands at 24.36, surpassing industry benchmarks. This places the company in a position with a higher-than-average market valuation.
</li>
</ul>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
<a href="https://www.schwab.com/brokerage?aff=XEC">Now trade stocks online commission free with Charles Schwab, a trusted and complete investment firm.</a>
<h3>Navigating the Impact of Insider Transactions on Investments</h3>
Emphasizing the importance of a comprehensive approach, considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
Exploring the legal landscape, an "insider" is defined as any officer, director, or beneficial owner holding more than ten percent of a company's equity securities, as stipulated by Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and major hedge funds. These insiders are required to report their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.
Highlighted by a company insider's new purchase, there's a positive anticipation for the stock to rise.
But, insider sells may not necessarily indicate a bearish view and can be motivated by various factors.
<h3>Deciphering Transaction Codes in Insider Filings</h3>
Examining transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often concentrate on those unfolding in the open market, meticulously detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C indicates the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001289419">Check Out The Full List Of Morningstar's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Selling: Steven Kaplan Unloads $381K Of Morningstar Stock

BMO Capital analyst Jeff Silber initiates coverage on Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>) with a Outperform rating and announces Price Target of $352.

BMO Capital Initiates Coverage On Morningstar with Outperform Rating, Announces Price Target of $352

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Shares of companies within the broader financial sector are trading lower amid overall weakness following concerns about recently issued US economic data.

Revealing a significant insider sell on July 31, Joseph Daniel Dunn, Chief Revenue Officer at Morningstar (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MORN#NASDAQ">MORN</a>), as per the latest SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001289419/000128941924000062//Archives/edgar/data/1289419/000128941924000062/0001289419-24-000062-index.htm">U.S. Securities and Exchange Commission</a> on Wednesday outlined that Dunn executed a sale of 1,600 shares of Morningstar with a total value of $513,424.
At Thursday morning, Morningstar shares are down by 0.0%, trading at $317.65.
<h3>About Morningstar</h3>
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.
<h3>Morningstar's Economic Impact: An Analysis</h3>
Revenue Growth: Morningstar displayed positive results in 3 months. As of 30 June, 2024, the company achieved a solid revenue growth rate of approximately 13.31%. This indicates a notable increase in the company's top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Key Insights into Profitability Metrics:
<ul>
<li>
Gross Margin: The company faces challenges with a low gross margin of 61.06%, suggesting potential difficulties in cost control and profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): With an EPS below industry norms, Morningstar exhibits below-average bottom-line performance with a current EPS of 1.61.
</li>
</ul>
Debt Management: Morningstar's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.75, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Valuation Overview:
<ul>
<li>
Price to Earnings (P/E) Ratio: Morningstar's current Price to Earnings (P/E) ratio of 55.63 is higher than the industry average, indicating that the stock may be overvalued according to market sentiment.
</li>
<li>
Price to Sales (P/S) Ratio: With a lower-than-average P/S ratio of 6.3, the stock presents an attractive valuation, potentially signaling a buying opportunity for investors interested in sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): A high EV/EBITDA ratio of 24.93 positions the company as being more valued compared to industry benchmarks.
</li>
</ul>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
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<h3>Why Pay Attention to Insider Transactions</h3>
Insider transactions are not the sole determinant of investment choices, but they are a factor worth considering.
From a legal standpoint, the term "insider" pertains to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as outlined in Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and significant hedge funds. These insiders are mandated to inform the public of their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
A company insider's new purchase is a indicator of their positive anticipation for a rise in the stock.
While insider sells may not necessarily reflect a bearish view and can be motivated by various factors.
<h3>Navigating the World of Insider Transaction Codes</h3>
Examining transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> often concentrate on those unfolding in the open market, meticulously detailed in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C indicates the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001289419">Check Out The Full List Of Morningstar's Insider Trades.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Morningstar raises quarterly dividend by 12.3% to  $0.455/share

The board of directors of Morningstar (MORN) declared a quarterly dividend of 45.5c per share, payable Jan. 31, 2025, to shareholders of record as ...

Morningstar raises quarterly dividend 12.3% to 45.5c per share

An update from Morningstar ( ($MORN) ) is now available. Morningstar, Inc. has announced a 12.3% increase in its quarterly dividend, raising it to ...

Morningstar Increases Quarterly Dividend by 12.3%

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Morningstar appoints Michael Holt CFO

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Morningstar Announces CFO Transition and Dividend Increase

Tracking Ron Baron's BAMCO Portfolio - Q3 2024 Update

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