Morningstar, Inc. (MORN)
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
T. Rowe Price Value ETF Earns Morningstar Recognition
The T. Rowe Price Equity Income ETF (TEQI) has earned a spot on Morningstar's list of the best active value stock ETFs to buy in 2026, joining 17 other actively managed value ETF strategies recognized by the research firm. TEQI made Morningstar's 2026 list of best active value stock ETFs.
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.
Morningstar: Wonderful Price And At Least A Fair Business
Morningstar is now trading below $200 and reached my preferred entry point, making it clearly undervalued and a solid "Buy." AI-related risks are real but primarily affect license-based services. Core segments like credit ratings, indices, and retirement remain well-defended by brand trust. Recent results show mid-to-high single-digit revenue growth, with credit ratings and retirement segments delivering strong margins and resilience.
Morningstar: A Gold Star Opportunity
Morningstar trades at a discount to fair value, offering compelling upside potential with a projected 65.8% return by March 2027. MORN posted Q4 2025 revenue growth of 8.5% and non-GAAP EPS up 26.6%, driven by strong platforms and new product launches. Retention rates remain exceptional, with Morningstar Data and Direct renewal rates exceeding 100%, underscoring durable client loyalty despite AI disruption risks.
Low-Cost Active ETFs Post Higher Success Rates, Morningstar Finds
Low-cost active ETFs succeeded at nearly double the rate of their expensive counterparts over the past decade, according to Morningstar's year-end 2025 Active/Passive Barometer report, underscoring how fees remain the primary hurdle for active managers attempting to outpace index funds.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Growth segment of the US equity market? You should consider the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on June 28, 2004.
China's Hong Kong-listed tech stocks enter bear market as tax ands AI fears take hold
Chinese technology stocks have slid into bear market territory. The Hang Seng Tech Index is down more than 20% from its October peak.
Morningstar Sees More Excitement For Fixed Income ETFs in 2026
With 2025 in the books, it will be a difficult year to top for fixed income exchange-traded funds (ETFs), but Morningstar is predicting more excitement to come. That should keep fixed income investors fixated on what new developments the space brings this year.
The Bottom Fishing Club: Morningstar's Valuation + Future Growth = Turnaround Play
Morningstar offers a rare combination of undervaluation and sector-leading EPS growth, trading at a P/E of ~20x 2026 estimates. MORN's EV/EBITDA under 14x and FCF yield of 4.2% position it as the most attractive large-cap financial data publishing company. Technical momentum indicators and volume patterns signal a price bottom has likely been reached, paralleling the 2008 sell-off and 2009 recovery setup.
