Morningstar (MORN) Stock

PHOENIX, Jan. 29, 2025 /PRNewswire/ -- Trinity Capital Inc. (Nasdaq: TRIN), a prominent alternative asset manager, has announced that DBRS, Inc. (Morningstar DBRS) has reaffirmed its investment grade credit rating of "BBB (low)" with a stable outlook for the Company. Morningstar DBRS is well-known for providing independent ratings and insights for various corporate and sovereign entities, financial institutions, and structured finance products worldwide.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) is set to release its financial results for the fourth quarter and full year of 2024 after the market closes on Wednesday, February 26, 2025. The company does not conduct analyst conference calls, but investors can send their questions in writing to Morningstar at [email protected]. Morningstar, Inc. is a top provider of independent investment insights across North America, Europe, Australia, and Asia.

If you want to gain a wide understanding of the Mid Cap Growth part of the US stock market, consider the iShares Morningstar Mid-Cap Growth ETF (IMCG). This is a passively managed exchange-traded fund that started on June 28, 2004.

On January 10, 2025, in Virginia Beach, Armada Hoffler (NYSE: AHH) revealed that Morningstar has improved its outlook to stable and reaffirmed its BBB credit rating.

In 2024, Morningstar's stock price performed well, reaching a peak of $364 after experiencing several quarters of significant revenue growth. However, it then faced a major decline, dropping more than 11.5% from its highest point last year.

If you want to gain a wide understanding of the Small Cap Value part of the US stock market, consider the iShares Morningstar Small-Cap Value ETF (ISCV). This is a passively managed exchange-traded fund that started on June 28, 2004.

USMV is created to manage portfolio volatility, which makes it a good choice for investors who prioritize stability rather than high returns during market upswings. The MSCI USA Minimum Volatility Index, which USMV is based on, focuses on lower beta and volatility, giving it a more favorable risk profile than the S&P 500. While it may not perform as well in rising markets, USMV does well during market declines, offering steady returns and reducing losses, which is important for long-term financial strategies.

CHICAGO--(BUSINESS WIRE)--The board of directors at Morningstar, Inc. (Nasdaq: MORN), a top provider of independent investment research, has announced a quarterly dividend of 45.5 cents per share. This dividend will be paid on January 31, 2025, to shareholders who are on record as of January 3, 2025. This marks a five-cent increase, or 12.3%, from the previous rate of 40.5 cents per share, leading to an expected annual dividend of $1.82, up from $1.62.

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a top provider of wealth management and technology services for financial advisors, has completed its acquisition of the Turnkey Asset Management Platform (TAMP) assets from Morningstar Wealth. This important step in the partnership between AssetMark and Morningstar Wealth adds around $12 billion in assets to AssetMark's platform, enhancing the investment options available for financial advisors and their clients.