Berkeley Acquires Morningstar Shares: Strategic Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Acquisition Overview: Berkeley acquired 17,382 shares of Morningstar in Q4 2025, valued at $3.78 million, representing 1.2% of its assets under management, indicating confidence in Morningstar's growth potential.
- Morningstar Performance: As of January 28, 2026, Morningstar's stock price was $204.66, down 38.65% over the past year, reflecting market concerns over slowing sales growth, yet Berkeley's acquisition is seen as a buy-the-dip opportunity.
- Return Analysis: Morningstar has generated an annualized return of 12.5% since 2005, outperforming the S&P 500's 11%, and its current valuation at 23 times earnings may attract long-term investors despite recent underperformance.
- Market Outlook: With a 0.9% dividend yield at its highest since 2020, Morningstar faces challenges from AI technology, leading to mixed market perceptions, but Berkeley's investment strategy reflects recognition of its long-term value.
Analyst Views on MORN
Wall Street analysts forecast MORN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MORN is 285.00 USD with a low forecast of 250.00 USD and a high forecast of 320.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 203.220
Low
250.00
Averages
285.00
High
320.00
Current: 203.220
Low
250.00
Averages
285.00
High
320.00
About MORN
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
