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Morningstar (MORN) News & Sentiment

ARTY: Strong Concept, Weak Performance - Here's Why
ARTY: Strong Concept, Weak Performance - Here's Why
ARTY: Strong Concept, Weak Performance - Here's Why
MORN
seekingalpha.comMarch 11, 2025

The iShares Future AI & Tech ETF invests in areas like generative AI, AI data, software, and services, following the Morningstar Global Artificial Intelligence Select Index. To maintain diversification, the ETF limits any single investment to a maximum of 6% and caps the total weight of larger investments at 22.5%. Morningstar analysts assess companies based on their expected revenue from AI-related themes, helping to focus on future profitability.

Hercules Capital Receives Investment Grade Rating Upgrade to BBB (high) with Revised Outlook to Stable from Morningstar DBRS
Hercules Capital Receives Investment Grade Rating Upgrade to BBB (high) with Revised Outlook to Stable from Morningstar DBRS
Hercules Capital Receives Investment Grade Rating Upgrade to BBB (high) with Revised Outlook to Stable from Morningstar DBRS
MORN
businesswire.comMarch 7, 2025

SAN MATEO, Calif.--(BUSINESS WIRE)--Hercules Capital, Inc. (NYSE: HTGC) is the top provider of specialized financing for innovative companies at various stages, supported by leading venture capital and private equity firms. The company has announced that Morningstar DBRS has raised its investment grade credit and corporate rating to BBB (high) from BBB, changing the trend from Positive to Stable.

WuXi Biologics Recognized as Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics for Fifth Consecutive Year
WuXi Biologics Recognized as Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics for Fifth Consecutive Year
WuXi Biologics Recognized as Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics for Fifth Consecutive Year
MORN
prnewswire.comFebruary 10, 2025

WuXi Biologics has been ranked in the top 1% of companies in the pharmaceutical sector and is acknowledged as a leader in Green CRDMO, focusing on innovation for a healthier future. The company has been recognized as a 2025 Industry and Regional ESG Top-Rated Company by Morningstar Sustainalytics, achieving this high score for the fifth year in a row. Sustainalytics is a prominent firm that provides ESG data and ratings to help investors with responsible investment strategies.

Morningstar: High-Quality Stock, Buy On A Pullback
Morningstar: High-Quality Stock, Buy On A Pullback
Morningstar: High-Quality Stock, Buy On A Pullback
MORN
seekingalpha.comFebruary 5, 2025

Morningstar, Inc. is focused on long-term growth and may outperform the S&P 500 Index, but its current high prices suggest it might be wise to wait for lower market prices. The company reported strong results in Q3, with significant growth in both revenue and profit, and is expected to continue this trend in Q4. Although it has a high P/E ratio of 41.5 and a low dividend yield of 0.56%, Morningstar has consistently shown revenue growth in all areas over the last ten years.

Morningstar DBRS Confirms Trinity Capital Inc.'s Investment Grade Rating
Morningstar DBRS Confirms Trinity Capital Inc.'s Investment Grade Rating
Morningstar DBRS Confirms Trinity Capital Inc.'s Investment Grade Rating
MORN
prnewswire.comJanuary 29, 2025

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.

Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
MORN
businesswire.comJanuary 27, 2025

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.

Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
MORN
zacks.comJanuary 27, 2025

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.

Armada Hoffler Announces Morningstar Upgrades Outlook to Stable and Confirms BBB Credit Rating
Armada Hoffler Announces Morningstar Upgrades Outlook to Stable and Confirms BBB Credit Rating
Armada Hoffler Announces Morningstar Upgrades Outlook to Stable and Confirms BBB Credit Rating
MORN
globenewswire.comJanuary 10, 2025

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.

Morningstar stock price dived: is it still overvalued?
Morningstar stock price dived: is it still overvalued?
Morningstar stock price dived: is it still overvalued?
MORN
invezz.comJanuary 9, 2025

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.

Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
MORN
zacks.comDecember 10, 2024

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.