Società Morningstar, Inc.

Azioni

MORN

US6177001095

Servizi di informazione professionale

Consensus Analisti

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Vendite per attività

Vendite per regione

Dirigenti

Amministratori

Classe di azioni

Azionisti

Partecipazioni

Coordinate società

Società del gruppo

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Vendite per attività

Vendite per regione

Rating per Morningstar, Inc.

Revisioni EPS

Utili annuali - Indice di sorpresa

Settore Fornitori di informazioni finanziarie

Mercato chiuso - Nasdaq Altri mercati azionari 22:00:00 26/04/2024			Variaz. 5gg	Var. 1 gen.
286,3 ^USD	-0,41%		-3,92%	+0,02%

25/04	Record di 8,8 miliardi di dollari ritirati dai fondi sostenibili statunitensi nel 1° trimestre	RE
24/04	L'utile netto rettificato del Q1 di Morningstar, le entrate aumentano	MT

Morningstar, Inc. è un fornitore di informazioni indipendenti sugli investimenti. Opera attraverso cinque segmenti: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit e Morningstar Retirement. Il segmento Morningstar Data and Analytics fornisce agli investitori dati completi, ricerche e approfondimenti, nonché analisi degli investimenti per migliorare il processo decisionale. Il segmento PitchBook offre agli investitori l'accesso a una raccolta di dati e ricerche che coprono i mercati del capitale privato, tra cui il venture capital, il private equity, il credito privato e i prestiti bancari, nonché le attività di fusione e acquisizione. Il segmento Morningstar Wealth riunisce i suoi portafogli modello e la sua piattaforma patrimoniale e il software di gestione delle pratiche e dei portafogli per i consulenti di investimento registrati (RIA). Il segmento Morningstar Credit fornisce agli investitori valutazioni del credito, ricerche, dati e soluzioni di analisi del credito. Il segmento Morningstar Retirement include conti pensionistici gestiti e servizi fiduciari.

Numero di dipendenti: 11 334

USD in Milioni	2022	Peso	2023	Peso	Delta
License-based 74,4 %	1 332	71,2 %	1 518	74,4 %	+13,95%
Asset-based 13,7 %	269	14,4 %	280	13,7 %	+3,79%
Transaction-based 11,8 %	270	14,4 %	242	11,8 %	-10,39%

USD in Milioni	2022	Peso	2023	Peso	Delta
United States 72,1 %	1 354	72,4 %	1 471	72,1 %	+8,62%
Continental Europe 9,1 %	163	8,7 %	186	9,1 %	+13,87%
United Kingdom 7,3 %	134	7,1 %	148	7,3 %	+10,78%
Canada 5,7 %	110	5,9 %	116	5,7 %	+5,92%
Australia 2,9 %	56	3,0 %	58	2,9 %	+4,66%
Asia 2,4 %	45	2,4 %	49	2,4 %	+10,04%
Other 0,5 %	10	0,5 %	11	0,5 %	+7,14%

Dirigenti	Titolo	Età	Da
Joe Mansueto FOU	Founder	67	16/05/84
Kunal Kapoor CEO	Chief Executive Officer	48	01/01/97
Jason Dubinsky DFI	Director of Finance/CFO	50	24/07/17
James Rhodes CTO	Chief Tech/Sci/R&D Officer	-	31/10/16
Sarah Bush IRC	Investor Relations Contact	-	-
Kathleen Peacock LAW	General Counsel	-	-
Steve Bendt SAM	Sales & Marketing	-	-
Frannie Besztery HRO	Human Resources Officer	-	01/01/21
Paul Justice PRN	Corporate Officer/Principal	-	-
Detlef Scholz PRN	Corporate Officer/Principal	55	01/08/19

Amministratori	Titolo	Età	Da
Steven Kaplan BRD	Director/Board Member	64	01/01/98
Kunal Kapoor CEO	Chief Executive Officer	48	01/01/97
Cheryl Francis BRD	Director/Board Member	70	01/07/02
William Lyons BRD	Director/Board Member	68	01/09/07
Stephen Joynt BRD	Director/Board Member	72	06/12/19
Robin Diamonte BRD	Director/Board Member	59	04/12/15
Gail Landis BRD	Director/Board Member	71	14/05/13
Joe Mansueto FOU	Founder	67	16/05/84
Caroline Tsay BRD	Director/Board Member	42	15/05/17
Doniel Sutton BRD	Director/Board Member	50	14/05/21

	Voto	Quantità	Flottante	Autocontrollo	Flottante totale
Azione A	1	54 733 065	25 484 261 ( 46,56 %)	11 987 495 ( 21,90 %)	46,56 %

Nome	Azioni	%	Valorizzazione
Joe Mansueto 36,67 %	15 669 575	36,67 %	4 832 M $
Select Equity Group LP 6,984 %	2 984 115	6,984 %	920 M $
Select Equity Group LP 6,984 %	2 984 027	6,984 %	920 M $
Vanguard Fiduciary Trust Co. 6,030 %	2 576 670	6,030 %	795 M $
BlackRock Advisors LLC 5,392 %	2 303 789	5,392 %	710 M $
Atlanta Capital Management Co. LLC 4,531 %	1 936 055	4,531 %	597 M $
BAMCO, Inc. 3,095 %	1 322 451	3,095 %	408 M $
Merrill Lynch International 3,032 %	1 295 444	3,032 %	399 M $
Kayne Anderson Rudnick Investment Management LLC 2,917 %	1 246 569	2,917 %	384 M $
Massachusetts Financial Services Co. 2,518 %	1 075 731	2,518 %	332 M $

Nome	Azioni	%	Valorizzazione
SBI GLOBAL ASSET MANAGEMENT CO., LTD. 11.11%	9 961 900	11.11%	48 379 469 $
NOVA MINERALS LIMITED 3.30%	6 951 124	3.30%	1 133 728 $
SNOW LAKE RESOURCES LTD. 1.66%	338 118	1.66%	338 118 $

Morningstar, Inc.

22 West Washington Street

60602, Chicago

+312 696 6000

http://www.morningstar.com

Nome	Categoria e settore
Morningstar Funds Trust - Alternatives Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Multisector Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Opportunistic Equity Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Total Return Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Municipal Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Defensive Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Income Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - US Equity Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - International Equity Fund	Investment Trusts/Mutual Funds
Morningstar Investment Consulting France SAS Morningstar Investment Consulting France SAS Investment ManagersFinance Part of Morningstar, Inc., Morningstar Investment Consulting France SAS is a French company that provides investment advice. The private company is based in Paris, France and was founded in 2002.	Investment Managers
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.	Investment Managers
Morningstar Investment Management Europe Ltd. Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.	Investment Managers
Morningstar India Pvt Ltd. Morningstar India Pvt Ltd. Investment ManagersFinance Part of Morningstar, Inc., Morningstar India Pvt Ltd. provides investment research. The private company is based in Navi Mumbai, India. The company was founded in 2004. Aditya Agarwal has been the CEO of the Indian company since 2008.	Investment Managers
Morningstar Funds Trust Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.	Investment Trusts/Mutual Funds
Morningstar Investment Management South Africa (Pty) Ltd. Morningstar Investment Management South Africa (Pty) Ltd. Investment ManagersFinance Morningstar Investment Management South Africa (Pty) Ltd. (Morningstar South Africa) is an investment management firm headquartered in Cape Town, South Africa. The firm is a subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar South Africa offers investment management and advisory services to advisors and financial institutions around the world.	Investment Managers
Morningstar Associates, Inc. Morningstar Associates, Inc. Investment ManagersFinance Part of Morningstar, Inc., Morningstar Associates, Inc. provides investment advice. The private company is based in Toronto, Canada. The Canadian company was founded in 2000. Scott Campbell MacKenzie has been the CEO of the company since 2000.	Investment Managers
Praemium International Ltd. Praemium International Ltd. Financial ConglomeratesFinance Part of Praemium Ltd., Praemium International Ltd. is a British company that provides investment services. The private company is based in Saint Helier, UK.	Financial Conglomerates

Rating Trading

Rating Investimento

ESG Refinitiv

Altri rating

Vendita

Buy

Raccomandazione media

Buy

Numero di analisti

Ultimo prezzo di chiusura

286,3 USD

Prezzo obiettivo medio

335 USD

Differenza / Target Medio

+17,01%

Consenso

Revisioni delle Stime

Calendario della società

Titoli industriali

Fornitura servizi

Servizi di informazione professionale

Fornitori di informazioni finanziarie

	Variaz. 1 gen.	Capi.
MORNINGSTAR, INC.	+0,02%	12,23 Mrd
EXPERIAN PLC	+2,19%	37,18 Mrd
DONNELLEY FINANCIAL SOLUTIONS, INC.	+1,04%	1,86 Mrd
SHANGHAI DZH LIMITED	-9,76%	1,86 Mrd
OPEN LENDING CORPORATION	-41,72%	591 Mln
MINKABU THE INFONOID, INC.	-11,02%	128 Mln
FNGUIDE INC.	+10,30%	60,03 Mln

Fornitori di informazioni finanziarie