Société Morningstar, Inc.

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MORN

US6177001095

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Temps réel estimé Cboe BZX Autres places de cotation 17:42:04 23/04/2024			Varia. 5j.	Varia. 1 janv.
303,7 ^USD	+0,21 %		+2,24 %	+6,08 %

18/04	Banco BPM, DBRS confirme les notations et améliore la tendance à "Positive	AN
16/04	Le directeur des investissements de Morningstar plaide en faveur de la Chine plutôt que de l'Inde	MT

Morningstar, Inc. est un fournisseur d'informations indépendantes sur les investissements. Elle opère à travers cinq segments : Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit et Morningstar Retirement. Le segment Morningstar Data and Analytics fournit aux investisseurs des données complètes, des recherches et des perspectives, ainsi que des analyses d'investissement pour faciliter la prise de décision en matière d'investissement. Le segment PitchBook permet aux investisseurs d'accéder à un ensemble de données et de recherches couvrant les marchés de capitaux privés, y compris le capital-risque, le capital-investissement, le crédit privé et les prêts bancaires, ainsi que les activités de fusion et d'acquisition. Le segment Morningstar Wealth regroupe ses portefeuilles modèles, sa plateforme de gestion de patrimoine et ses logiciels de gestion de portefeuille et de pratique pour les conseillers en investissement enregistrés (RIA). Le segment Morningstar Credit fournit aux investisseurs des notations de crédit, de la recherche, des données et des solutions d'analyse de crédit. Le segment Morningstar Retirement comprend les comptes de retraite gérés et les services fiduciaires.

Nombre d'employés: 11 334

USD en Millions	2022	Poids	2023	Poids	Delta
License-based 74,4 %	1 332	71,2 %	1 518	74,4 %	+13,95 %
Asset-based 13,7 %	269	14,4 %	280	13,7 %	+3,79 %
Transaction-based 11,8 %	270	14,4 %	242	11,8 %	-10,39 %

USD en Millions	2022	Poids	2023	Poids	Delta
United States 72,1 %	1 354	72,4 %	1 471	72,1 %	+8,62 %
Continental Europe 9,1 %	163	8,7 %	186	9,1 %	+13,87 %
United Kingdom 7,3 %	134	7,1 %	148	7,3 %	+10,78 %
Canada 5,7 %	110	5,9 %	116	5,7 %	+5,92 %
Australia 2,9 %	56	3,0 %	58	2,9 %	+4,66 %
Asia 2,4 %	45	2,4 %	49	2,4 %	+10,04 %
Other 0,5 %	10	0,5 %	11	0,5 %	+7,14 %

Dirigeants	Titre	Age	Depuis
Joe Mansueto FOU	Founder	67	16/05/84
Kunal Kapoor CEO	Chief Executive Officer	48	01/01/97
Jason Dubinsky DFI	Director of Finance/CFO	50	24/07/17
James Rhodes CTO	Chief Tech/Sci/R&D Officer	-	31/10/16
Sarah Bush IRC	Investor Relations Contact	-	-
Kathleen Peacock LAW	General Counsel	-	-
Steve Bendt SAM	Sales & Marketing	-	-
Frannie Besztery HRO	Human Resources Officer	-	01/01/21
Paul Justice PRN	Corporate Officer/Principal	-	-
Detlef Scholz PRN	Corporate Officer/Principal	55	01/08/19

Administrateurs	Titre	Age	Depuis
Steven Kaplan BRD	Director/Board Member	64	01/01/98
Kunal Kapoor CEO	Chief Executive Officer	48	01/01/97
Cheryl Francis BRD	Director/Board Member	70	01/07/02
William Lyons BRD	Director/Board Member	68	01/09/07
Stephen Joynt BRD	Director/Board Member	72	06/12/19
Robin Diamonte BRD	Director/Board Member	59	04/12/15
Gail Landis BRD	Director/Board Member	71	14/05/13
Joe Mansueto FOU	Founder	67	16/05/84
Caroline Tsay BRD	Director/Board Member	42	15/05/17
Doniel Sutton BRD	Director/Board Member	50	14/05/21

	Vote	Nombre	Flottant	Autocontrôle	Flottant Total
Action A	1	54 732 670	25 484 261 ( 46,56 %)	11 987 495 ( 21,90 %)	46,56 %

Nom	Actions	%	Valorisation
Joe Mansueto 36,67 %	15 669 575	36,67 %	4 832 M $
Select Equity Group LP 6,984 %	2 984 115	6,984 %	920 M $
Select Equity Group LP 6,984 %	2 984 027	6,984 %	920 M $
Vanguard Fiduciary Trust Co. 6,030 %	2 576 670	6,030 %	795 M $
BlackRock Advisors LLC 5,392 %	2 303 789	5,392 %	710 M $
Atlanta Capital Management Co. LLC 4,531 %	1 936 055	4,531 %	597 M $
BAMCO, Inc. 3,095 %	1 322 451	3,095 %	408 M $
Merrill Lynch International 3,032 %	1 295 444	3,032 %	399 M $
Kayne Anderson Rudnick Investment Management LLC 2,917 %	1 246 569	2,917 %	384 M $
Massachusetts Financial Services Co. 2,518 %	1 075 731	2,518 %	332 M $

Nom	Actions	%	Valorisation
SBI GLOBAL ASSET MANAGEMENT CO., LTD. 11,11%	9 961 900	11,11%	48 379 469 $
NOVA MINERALS LIMITED 3,30%	6 951 124	3,30%	1 133 728 $
SNOW LAKE RESOURCES LTD. 1,66%	338 118	1,66%	338 118 $

Morningstar, Inc.

22 West Washington Street

60602, Chicago

+312 696 6000

http://www.morningstar.com

Nom	Catégorie et Secteur
Morningstar Funds Trust - Alternatives Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Multisector Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Opportunistic Equity Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Total Return Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Municipal Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Defensive Bond Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - Global Income Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - US Equity Fund	Investment Trusts/Mutual Funds
Morningstar Funds Trust - International Equity Fund	Investment Trusts/Mutual Funds
Morningstar Investment Consulting France SAS Morningstar Investment Consulting France SAS Investment ManagersFinance Part of Morningstar, Inc., Morningstar Investment Consulting France SAS is a French company that provides investment advice. The private company is based in Paris, France and was founded in 2002.	Investment Managers
Morningstar Investment Management LLC Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.	Investment Managers
Morningstar Investment Management Europe Ltd. Morningstar Investment Management Europe Ltd. Investment ManagersFinance Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.	Investment Managers
Morningstar India Pvt Ltd. Morningstar India Pvt Ltd. Investment ManagersFinance Part of Morningstar, Inc., Morningstar India Pvt Ltd. provides investment research. The private company is based in Navi Mumbai, India. The company was founded in 2004. Aditya Agarwal has been the CEO of the Indian company since 2008.	Investment Managers
Morningstar Funds Trust Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.	Investment Trusts/Mutual Funds
Morningstar Investment Management South Africa (Pty) Ltd. Morningstar Investment Management South Africa (Pty) Ltd. Investment ManagersFinance Morningstar Investment Management South Africa (Pty) Ltd. (Morningstar South Africa) is an investment management firm headquartered in Cape Town, South Africa. The firm is a subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Morningstar South Africa offers investment management and advisory services to advisors and financial institutions around the world.	Investment Managers
Morningstar Associates, Inc. Morningstar Associates, Inc. Investment ManagersFinance Part of Morningstar, Inc., Morningstar Associates, Inc. provides investment advice. The private company is based in Toronto, Canada. The Canadian company was founded in 2000. Scott Campbell MacKenzie has been the CEO of the company since 2000.	Investment Managers
Praemium International Ltd. Praemium International Ltd. Financial ConglomeratesFinance Part of Praemium Ltd., Praemium International Ltd. is a British company that provides investment services. The private company is based in Saint Helier, UK.	Financial Conglomerates

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Nombre d'Analystes

Dernier Cours de Cloture

303 USD

Objectif de cours Moyen

335 USD

Ecart / Objectif Moyen

+10,56 %

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	Varia. 1 janv.	Capi.
MORNINGSTAR, INC.	+6,08 %	12,95 Md
EXPERIAN PLC	+2,28 %	36,48 Md
DONNELLEY FINANCIAL SOLUTIONS, INC.	+4,07 %	1,88 Md
SHANGHAI DZH LIMITED	-13,41 %	1,76 Md
OPEN LENDING CORPORATION	-42,42 %	580 M
MINKABU THE INFONOID, INC.	-8,57 %	133 M
FNGUIDE INC.	+15,15 %	60,84 M

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