Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture -- Barrons.com
By Greg Bartalos Starting with a modest investment 40 years ago, Morningstar has grown into a multibillion-dollar company dedicated to helping investors by providing independent data and research
Charles Schwab Stock Plummets 6% After Earnings
Shares of Charles Schwab opened down 6% after the company's quarterly earnings report fell short on some important metrics, including bank deposits, net interest revenue, and new
Schwab Beats Earnings Forecast, But Misses on Some Key Measures. The Stock Is Falling. -- Barrons.com
By Andrew Welsch Charles Schwab narrowly beat analysts estimates for the second quarter, but it wasn't enough to please investors. It reported second quarter earnings per share of 73 cents, a penny
Here's How Much You Would Have Made Owning Morningstar Stock In The Last 10 Years
Morningstar (NASDAQ:MORN) has outperformed the market over the past 10 years by 5.06% on an annualized basis producing an average annual return of 16.05%. Currently, Morningstar has a market
"Wood Sister" defends investment losses: will receive huge returns after interest rate cuts.
Today, Cathie Wood, the founder and CEO of ARK Investment Management, defended the strategy of her flagship fund, which is currently facing losses. In a letter to investors, she stated that the fate of the fund will reverse when interest rates drop. In recent years, the flagship fund of "Wood Sister," ARK Innovation ETF fund, has given investors a roller coaster experience. After rising by 67.6% in 2023, the fund has fallen by over 12% so far this year. In comparison, the S&P 500 index has risen by 16% this year.
The Great Fund Face-Off
We placed the top mutual funds against the top ETFs in 12 categories. The winners might surprise you.
Insider Selling: CFO Jason Dubinsky Sells Shares of Morningstar Inc (MORN)
Morningstar(MORN.US) Officer Sells US$1.02 Million in Common Stock
$Morningstar(MORN.US)$ Officer DUBINSKY JASON sold 3,400 shares of common stock on Jul 2, 2024 at an average price of $300.1118 for a total value of $1.02 million.Source: Announcement What is statemen
Form 144 | Morningstar(MORN.US) Officer Proposes to Sell 1.02 Million in Common Stocks
SEC FILLINGS DISCLOSED/ Jul 2, $Morningstar(MORN.US)$ Officer DUBINSKY JASON intends to sell 3,400 shares of its common stock on Jul 2, with a total market value of approximately $1.02 million. Sou
Morningstar(MORN.US) Director Sells US$220.66K in Common Stock
$Morningstar(MORN.US)$ Director Lyons William M sold 750 shares of common stock on Jun 28, 2024 at an average price of $294.21 for a total value of $220.66K.Source: Announcement What is statement of c
Form 144 | Morningstar(MORN.US) Director Proposes to Sell 220.66K in Common Stocks
SEC FILLINGS DISCLOSED/ Jun 28, $Morningstar(MORN.US)$ Director Lyons William M intends to sell 750 shares of its common stock on Jun 28, with a total market value of approximately $220.66K. Lyons W
Morningstar(MORN.US) Director Sells US$86,124.23 in Common Stock
$Morningstar(MORN.US)$ Director TSAY CAROLINE J sold 290 shares of common stock on Jun 24, 2024 at an average price of $296.9801 for a total value of $86,124.23.Source: Announcement What is statement
Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24
Morningstar, Inc. (NASDAQ:MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; however, investors may
Dividend Roundup: Mastercard, U.S. Bancorp, FedEx, Humana, and More
Mutual Fund Holdings Suggest 10 Stocks to Buy, Including Tesla
Tesla (TSLA) , the electric vehicle king.
Express News | AssetMark Announces Strategic Alliance With Morningstar Wealth; Acquires $12B In Assets From Morningstar Wealth's Turnkey Asset Management Platform; Financial Advisors And Clients To Gain Access To AssetMark's Platform With Seamless Account Migration
Express News | AssetMark, Inc. : Morningstar Wealth Will Join AssetMark Platform as a Third-Party Strategist
Express News | AssetMark, Inc : Will Acquire Approximately $12 Bln in Assets From Morningstar Wealth Turnkey Asset Management Platform
Express News | AssetMark to Enter Strategic Alliance With Morningstar Wealth, Acquire Assets From Tamp Business
Morningstar To Go Ex-Dividend On July 12th, 2024 With 0.405 USD Dividend Per Share
June 19th (Eastern Time) - $Morningstar(MORN.US)$ is trading ex-dividend on July 12th, 2024.Shareholders of record on July 12th, 2024 will receive 0.405 USD dividend per share on July 31st, 2024. The