News Quantified

MORN – morningstar, inc. (US:NASDAQ)

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Fund With Stakes in SpaceX and Anthropic Jumps 1,200% Above Asset Value [Yahoo! Finance Canada]

Fund With Stakes in SpaceX and Anthropic Jumps 1,200% Above Asset Value [Yahoo! Finance]

PitchBook Earns Spot on G2's 2026 Best Financial Services Software Products List [Yahoo! Finance]

PitchBook Earns Spot on G2's 2026 Best Financial Services Software Products List

Morningstar Awards for Investing Excellence UK 2026: Winners Announced [Yahoo! Finance]

Form DEFA14A Morningstar, Inc.

Form 8-K Morningstar, Inc. For: Mar 25

Form 8-K Morningstar, Inc. For: Mar 13

Form 4 Morningstar, Inc. For: Mar 04 Filed by: Holt Michael

Form 4 Morningstar, Inc. For: Mar 01 Filed by: Holt Michael

Top News Gainers

4/29 Morningstar, Inc. Reports First-Quarter 2020 Financial Results 6.9%

3/23 Form 4 Morningstar, Inc. For: Mar 19 Filed by: Mansueto Joseph D 5.9%

3/16 Does a stop-loss order help or hurt your portfolio during a crisis? [Toronto Globe and Mail (Ontario, Canada)] 5.2%

4/13 Fourteen Canadian value stocks well positioned for a market upturn [Toronto Globe and Mail (Ontario, Canada)] 3.8%

10/31 Form 10-Q Morningstar, Inc. For: Sep 30 3.4%

9/17 Morningstar's Sixth Global Investor Experience Study Finds Investors are Paying Less to Own Funds Worldwide But Disparity Among Markets Persists 3.0%

5/29 Morningstar buying debt-rating agency DBRS for US$669 million [Business News Network (BNN) Energy & Resources (Canada)] 2.9%

4/24 Morningstar Annual Meeting of Shareholders to Take Place Virtually on May 15 2.6%

10/10 Morningstar, Inc. (NASDAQ: MORN) was upgraded by analysts at BidaskClub from a "strong sell" rating to a "sell" rating. 2.4%

2/28 Form 4 Morningstar, Inc. For: Feb 26 Filed by: Mansueto Joseph D 2.3%

Top News Decliners

3/13 Form 8-K Morningstar, Inc. For: Mar 13 -10.1%

3/11 Seven equity funds that held their own in the financial crisis [Toronto Globe and Mail (Ontario, Canada)] -8.2%

10/23 Q3/2019 9/30/2019 EPS 1.390 ZacksConsensus N/A ActVsEst N/A - N/A -7.6%

2/21 Morningstar, Inc. (NASDAQ: MORN) was upgraded by analysts at BidaskClub from a "sell" rating to a "hold" rating. -5.9%

2/26 These Canadian and global bond funds can help you diversify away equity risk [Toronto Globe and Mail (Ontario, Canada)] -5.8%

3/9 These 15 stocks with strong balance sheets are good choices for turbulent times [Toronto Globe and Mail (Ontario, Canada)] -5.8%

3/18 Retirement: Managing unexpected expenses, an emergency fund [USA TODAY] -4.7%

3/25 Form 4 Morningstar, Inc. For: Mar 23 Filed by: Mansueto Joseph D -4.3%

3/4 Looking to cool down portfolio risk? Check out these four fixed income funds [Toronto Globe and Mail (Ontario, Canada)] -4.1%

3/17 Form 4 Morningstar, Inc. For: Mar 13 Filed by: Mansueto Joseph D -3.1%

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