Morningstar Ownership
| MORN Stock | USD 346.21 6.14 1.81% |
Shares in Circulation | First Issued 2004-03-31 | Previous Quarter 43.1 M | Current Value 43.2 M | Avarage Shares Outstanding 45.2 M | Quarterly Volatility 3.1 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Morningstar |
Morningstar Stock Ownership Analysis
About 40.0% of the company outstanding shares are owned by corporate insiders. The company recorded earning per share (EPS) of 7.57. Morningstar last dividend was issued on the 4th of October 2024. Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in the United States and is traded on NASDAQ Exchange. It employs 9556 people. To find out more about Morningstar contact Kunal CFA at 312 696 6000 or learn more at https://www.morningstar.com.Besides selling stocks to institutional investors, Morningstar also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Morningstar's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Morningstar's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Morningstar Quarterly Liabilities And Stockholders Equity |
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Morningstar Insider Trades History
About 40.0% of Morningstar are currently held by insiders. Unlike Morningstar's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Morningstar's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Morningstar's insider trades
Morningstar Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Morningstar is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morningstar backward and forwards among themselves. Morningstar's institutional investor refers to the entity that pools money to purchase Morningstar's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wasatch Advisors Lp | 2024-06-30 | 610.9 K | Geode Capital Management, Llc | 2024-06-30 | 487 K | Liontrust Investment Partners Llp | 2024-09-30 | 402.8 K | Fmr Inc | 2024-09-30 | 400.5 K | Bank Of New York Mellon Corp | 2024-06-30 | 327.9 K | Norges Bank | 2024-06-30 | 324.4 K | Millennium Management Llc | 2024-06-30 | 320.2 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 291.9 K | Allspring Global Investments Holdings, Llc | 2024-06-30 | 282.5 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4 M | Vanguard Group Inc | 2024-09-30 | 2.8 M |
Morningstar Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morningstar insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morningstar's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morningstar insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Joseph Mansueto over six months ago Disposition of tradable shares by Joseph Mansueto of Morningstar at 275.2242 subject to Rule 16b-3 | ||
Hugh Zentmyer over six months ago Acquisition by Hugh Zentmyer of tradable shares of Morningstar subject to Rule 16b-3 |
Morningstar Outstanding Bonds
Morningstar issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Morningstar uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Morningstar bonds can be classified according to their maturity, which is the date when Morningstar has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MORGAN STANLEY Corp BondUS61772BAC72 | View | |
| MORGAN STANLEY Corp BondUS61772BAB99 | View | |
| MSTDLF 45 11 FEB 27 Corp BondUS61774AAD54 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Morningstar Corporate Filings
F4 | 20th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Pair Trading with Morningstar
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morningstar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morningstar will appreciate offsetting losses from the drop in the long position's value.Moving together with Morningstar Stock
Moving against Morningstar Stock
The ability to find closely correlated positions to Morningstar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morningstar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morningstar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morningstar to buy it.
The correlation of Morningstar is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morningstar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morningstar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morningstar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Is Financial Exchanges & Data space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.044 | Dividend Share 1.615 | Earnings Share 7.57 | Revenue Per Share 51.995 | Quarterly Revenue Growth 0.105 |
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.