Morningstar, Inc. Declares Quarterly Dividend
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Source: Newsfilter
- Quarterly Dividend Announcement: Morningstar's board declared a quarterly dividend of 50 cents per share, consistent with the previous payment in January 2026, reflecting the company's stable cash flow and profitability, which boosts investor confidence.
- Dividend Payment Date: The dividend is set to be paid on April 30, 2026, to shareholders of record as of April 3, 2026, ensuring timely returns for shareholders and further solidifying the relationship between the company and its investors.
- Assets Under Management: As of December 31, 2025, Morningstar reported approximately $378 billion in assets under management (AUMA), indicating its strong position and market influence in the global investment management sector, attracting more institutional investors.
- Global Business Reach: Operating in 32 countries, Morningstar provides independent investment insights across North America, Europe, Australia, and Asia, enhancing its competitive edge in the global market and demonstrating its extensive influence.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MORN?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MORN
Wall Street analysts forecast MORN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 164.300
Low
250.00
Averages
285.00
High
320.00
Current: 164.300
Low
250.00
Averages
285.00
High
320.00
About MORN
Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach 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.
Morningstar Launches Public/Private Investment Portfolios
- Portfolio Innovation: Morningstar Wealth collaborates with Apollo, Franklin Templeton, and J.P. Morgan to launch public/private investment portfolios aimed at addressing implementation challenges through multi-manager selection and transparent pricing, which is expected to attract more investors into this space.
- Asset Allocation Advantage: The new portfolios will integrate public and private market strategies, including private credit and real estate, with initial models allocating approximately 12% to 20% to private markets, providing advisors with broader investment opportunities and enhancing client portfolio diversification.
- Transparent Pricing Strategy: Morningstar Wealth commits to offering transparent and competitive pricing without overlay fees, which will lower the entry barriers for traditional institutional investors and further promote the accessibility of private markets.
- Growing Market Demand: As demand for private markets continues to rise among advisors, this initiative by Morningstar not only addresses the market's focus on long-term investments but also helps advisors better serve clients in a complex market environment, ultimately enhancing overall portfolio performance.
See More
Morningstar, Inc. Declares Quarterly Dividend
- Quarterly Dividend Announcement: Morningstar's board declares a quarterly dividend of $0.50 per share, consistent with the dividend paid in April 2026, reflecting the company's stable cash flow and profitability.
- Payment Date Set: The dividend is payable on July 31, 2026, to shareholders of record as of July 10, 2026, ensuring timely returns for investors and bolstering shareholder confidence.
- Assets Under Management: As of March 31, 2026, Morningstar's assets under management reached approximately $370 billion, indicating strong performance and market position in the asset management sector.
- Global Business Reach: Operating in 32 countries, Morningstar provides independent investment insights, showcasing its extensive influence in global markets and ongoing growth potential.
See More
Analyst Price Target Analysis Post SpaceX IPO
- Successful IPO Financing: SpaceX raised nearly $86 billion during its IPO on June 12, demonstrating strong market confidence in its future potential, although some analysts believe its valuation may be overstated, posing downside risks.
- Divergence in Analyst Price Targets: As of June 16, six analysts have set an average price target of $156 for SpaceX, indicating significant downside from the current share price of $208, reflecting a cautious market outlook on its future performance.
- AI Business Potential Assessment: Oppenheimer analyst Timothy Horan sees a potential $10 trillion market for SpaceX by 2035, contingent on overcoming technical challenges in deploying data centers in space, which is crucial for its long-term growth.
- Starship Dependency Risks: CFRA analyst Keith Snyder has set a price target of $115 for SpaceX, highlighting concerns over its heavy reliance on Starship, which could create execution bottlenecks and impact multiple growth initiatives, reflecting worries about its capital-intensive business model.
See More
SpaceX IPO Raises Nearly $86 Billion Amid Analyst Scrutiny
- Successful IPO Financing: SpaceX's IPO on June 12 raised nearly $86 billion, with the stock price surging on its first trading day to around $208, reflecting strong market confidence in its growth prospects.
- Divergent Analyst Ratings: As of June 16, six Wall Street analysts have issued ratings on SpaceX, with KGI Securities setting the highest price target at $227, while CFRA's bearish sell rating at $115 indicates significant concerns about future performance.
- Market Potential Assessment: Oppenheimer analysts project a potential $10 trillion market opportunity for SpaceX by 2035, emphasizing the importance of deploying data centers in space, which highlights its strategic significance in the AI sector.
- Execution Risk Warning: CFRA analysts caution that SpaceX's overreliance on Starship could create execution bottlenecks, where any technical delays may ripple through major growth initiatives, urging investors to carefully assess the sustainability of its capital-intensive business model.
See More
SpaceX Completes IPO, Raising Nearly $86 Billion
- Historic Fundraising: SpaceX successfully raised nearly $86 billion in its IPO, marking the largest IPO in history and dispelling doubts about its ability to raise such a large sum at an initial valuation of $1.77 trillion, further solidifying its market capitalization exceeding $2.5 trillion.
- Index Inclusion: SpaceX is expected to be added to several major market indexes within three weeks of trading, and while it cannot join the S&P 500 for a year, this inclusion will drive forced buying from index funds and ETFs, thereby increasing stock demand.
- Options and Leveraged ETFs: Options and leveraged ETFs for SpaceX will begin trading on June 16, allowing investors to bet on future stock prices, which adds liquidity and can narrow the bid-ask spread, making the stock more attractive to traders.
- Lock-Up Expiration Risks: The lock-up period for SpaceX will begin to expire after the release of its second-quarter earnings, allowing insiders to sell 20% of their shares shortly thereafter, with additional sales contingent on stock performance, potentially flooding the market with shares and increasing supply pressure.
See More
SpaceX Completes IPO, Surpassing $2.5 Trillion Market Cap
- Successful IPO and Valuation: SpaceX has officially completed its IPO, raising nearly $86 billion and surpassing a market cap of $2.5 trillion as of June 15, marking the largest IPO in history and dispelling doubts about its ability to raise such funds at an initial valuation of $1.77 trillion.
- Index Inclusion: The company is expected to be added to several major market indexes within the next three weeks, which, while not including the S&P 500 for a year, will drive forced buying from passive investors, thereby enhancing stock demand and solidifying its market position.
- Lock-Up Period and Liquidity: Insiders will be able to sell shares over the next six months, with the first key date following the release of Q2 earnings; if the stock trades above $175.50, additional shares can be sold, potentially increasing supply in the market and affecting stock price volatility.
- Investor Strategy Recommendation: Given the upcoming index additions and lock-up expirations, analysts suggest that investors may be better off waiting until after 180 days to reassess the true market value of SpaceX before making purchasing decisions.
See More
Morningstar Launches Public/Private Investment Portfolios
- Portfolio Innovation: Morningstar Wealth collaborates with Apollo, Franklin Templeton, and J.P. Morgan to launch public/private investment portfolios aimed at addressing implementation challenges through multi-manager selection and transparent pricing, which is expected to attract more investors into this space.
- Asset Allocation Advantage: The new portfolios will integrate public and private market strategies, including private credit and real estate, with initial models allocating approximately 12% to 20% to private markets, providing advisors with broader investment opportunities and enhancing client portfolio diversification.
- Transparent Pricing Strategy: Morningstar Wealth commits to offering transparent and competitive pricing without overlay fees, which will lower the entry barriers for traditional institutional investors and further promote the accessibility of private markets.
- Growing Market Demand: As demand for private markets continues to rise among advisors, this initiative by Morningstar not only addresses the market's focus on long-term investments but also helps advisors better serve clients in a complex market environment, ultimately enhancing overall portfolio performance.
See More
Morningstar, Inc. Declares Quarterly Dividend
- Quarterly Dividend Announcement: Morningstar's board declares a quarterly dividend of $0.50 per share, consistent with the dividend paid in April 2026, reflecting the company's stable cash flow and profitability.
- Payment Date Set: The dividend is payable on July 31, 2026, to shareholders of record as of July 10, 2026, ensuring timely returns for investors and bolstering shareholder confidence.
- Assets Under Management: As of March 31, 2026, Morningstar's assets under management reached approximately $370 billion, indicating strong performance and market position in the asset management sector.
- Global Business Reach: Operating in 32 countries, Morningstar provides independent investment insights, showcasing its extensive influence in global markets and ongoing growth potential.
See More
Analyst Price Target Analysis Post SpaceX IPO
- Successful IPO Financing: SpaceX raised nearly $86 billion during its IPO on June 12, demonstrating strong market confidence in its future potential, although some analysts believe its valuation may be overstated, posing downside risks.
- Divergence in Analyst Price Targets: As of June 16, six analysts have set an average price target of $156 for SpaceX, indicating significant downside from the current share price of $208, reflecting a cautious market outlook on its future performance.
- AI Business Potential Assessment: Oppenheimer analyst Timothy Horan sees a potential $10 trillion market for SpaceX by 2035, contingent on overcoming technical challenges in deploying data centers in space, which is crucial for its long-term growth.
- Starship Dependency Risks: CFRA analyst Keith Snyder has set a price target of $115 for SpaceX, highlighting concerns over its heavy reliance on Starship, which could create execution bottlenecks and impact multiple growth initiatives, reflecting worries about its capital-intensive business model.
See More
SpaceX IPO Raises Nearly $86 Billion Amid Analyst Scrutiny
- Successful IPO Financing: SpaceX's IPO on June 12 raised nearly $86 billion, with the stock price surging on its first trading day to around $208, reflecting strong market confidence in its growth prospects.
- Divergent Analyst Ratings: As of June 16, six Wall Street analysts have issued ratings on SpaceX, with KGI Securities setting the highest price target at $227, while CFRA's bearish sell rating at $115 indicates significant concerns about future performance.
- Market Potential Assessment: Oppenheimer analysts project a potential $10 trillion market opportunity for SpaceX by 2035, emphasizing the importance of deploying data centers in space, which highlights its strategic significance in the AI sector.
- Execution Risk Warning: CFRA analysts caution that SpaceX's overreliance on Starship could create execution bottlenecks, where any technical delays may ripple through major growth initiatives, urging investors to carefully assess the sustainability of its capital-intensive business model.
See More
SpaceX Completes IPO, Raising Nearly $86 Billion
- Historic Fundraising: SpaceX successfully raised nearly $86 billion in its IPO, marking the largest IPO in history and dispelling doubts about its ability to raise such a large sum at an initial valuation of $1.77 trillion, further solidifying its market capitalization exceeding $2.5 trillion.
- Index Inclusion: SpaceX is expected to be added to several major market indexes within three weeks of trading, and while it cannot join the S&P 500 for a year, this inclusion will drive forced buying from index funds and ETFs, thereby increasing stock demand.
- Options and Leveraged ETFs: Options and leveraged ETFs for SpaceX will begin trading on June 16, allowing investors to bet on future stock prices, which adds liquidity and can narrow the bid-ask spread, making the stock more attractive to traders.
- Lock-Up Expiration Risks: The lock-up period for SpaceX will begin to expire after the release of its second-quarter earnings, allowing insiders to sell 20% of their shares shortly thereafter, with additional sales contingent on stock performance, potentially flooding the market with shares and increasing supply pressure.
See More
SpaceX Completes IPO, Surpassing $2.5 Trillion Market Cap
- Successful IPO and Valuation: SpaceX has officially completed its IPO, raising nearly $86 billion and surpassing a market cap of $2.5 trillion as of June 15, marking the largest IPO in history and dispelling doubts about its ability to raise such funds at an initial valuation of $1.77 trillion.
- Index Inclusion: The company is expected to be added to several major market indexes within the next three weeks, which, while not including the S&P 500 for a year, will drive forced buying from passive investors, thereby enhancing stock demand and solidifying its market position.
- Lock-Up Period and Liquidity: Insiders will be able to sell shares over the next six months, with the first key date following the release of Q2 earnings; if the stock trades above $175.50, additional shares can be sold, potentially increasing supply in the market and affecting stock price volatility.
- Investor Strategy Recommendation: Given the upcoming index additions and lock-up expirations, analysts suggest that investors may be better off waiting until after 180 days to reassess the true market value of SpaceX before making purchasing decisions.
See More
