财务业绩 - 报告收入同比增长13.3%至5.719亿美元，有机收入增长13.6%[6] - 报告营业利润同比增长160.2%至1.085亿美元，经调整营业利润增长87.9%[14] - 稀释每股净收益同比增长90.5%至1.60美元，经调整稀释每股净收益增长54.6%至2.01美元[15][16] - 经营活动产生的现金流增加至1.527亿美元，自由现金流增加至1.208亿美元[8] - 公司2024年第二季度和2023年同期相比总收入增长13.3%，达到571.9百万美元[63] - 公司2024年上半年总收入增长13.2%，达到1,114.7百万美元[63] - 公司2024年第二季度和2023年同期相比调整后营业利润增长87.9%，达到131.0百万美元[62] - 公司2024年上半年调整后营业利润增长99.0%，达到241.8百万美元[62] - 公司2024年第二季度和2023年同期相比调整后营业利润率提升9.1个百分点至22.9%[62] - 公司2024年上半年调整后营业利润率提升9.4个百分点至21.7%[62] - 公司第二季度合并营业收入为201.1百万美元，同比增长203.8%[64] - 第二季度调整后营业收入为241.8百万美元，同比增长99.0%[64] - 第二季度调整后营业利润率为21.7%，同比增加9.4个百分点[66] - 第二季度调整后每股摊薄净收益为3.74美元，同比增长101.1%[67] - 第二季度经营活动产生的现金流为246.3百万美元，同比增长414.2%[68] - 第二季度自由现金流为180.3百万美元，同比扭亏为盈[68] 业务表现 - Morningstar Credit收入同比增长43.2%，经调整营业利润率提升至36.0%[26][27] - Morningstar Retirement收入同比增长21.5%，管理资产规模增长22.2%至2572亿美元[28][29] - Morningstar Indexes收入增长带动了"Corporate and All Other"板块收入同比增长11.9%[30][31] - 公司2024年6月30日管理的资产总额(AUMA)为316.3亿美元，较2023年同期增长19.1%[59][60][61] - 公司2024年第二季度和2023年同期相比Morningstar Retirement业务收入增长21.5%，达到33.3百万美元[59] - 公司2024年上半年Morningstar Retirement业务收入增长17.3%，达到61.7百万美元[59] - 公司2024年第二季度和2023年同期相比Morningstar Credit业务收入增长43.2%，达到77.6百万美元[59] 财务状况 - 截至6月30日，公司现金及现金等价物余额为3.912亿美元[48] - 截至6月30日，公司总资产为34.035亿美元[49] - 截至6月30日，公司总负债为19.698亿美元[51] - 截至6月30日，公司总权益为14.337亿美元[51] 其他 - 第二季度无形资产摊销费用为35.2百万美元，占营业收入的3.2%[64,65] - 第二季度并购相关费用为5.5百万美元，占营业收入的0.5%[64,65] - 第二季度裁员和人员费用为0百万美元，占营业收入的0%[64,65] - 第二季度转型成本为0百万美元，占营业收入的0%[64,65]

RichVintage Morningstar's Best Value Stocks On June 26, Morningstar published 10 Best Value Stocks to Buy for the Long Term 10 Best Value Stocks to Buy for the Long Term. Morningstar noted: "Looking forward, we think long-term investors will be better off paring down those positions in growth stocks that are becoming overextended and reinvesting those proceeds into value stocks that trade at an attractive margin of safety from their intrinsic valuations." We've put together a list of the best value stocks t ...

Lieutenant Colonel G. Anthony (Tony) Bancroft, USMCR, team leader and Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), will present on Insights on the Commercial Aviation and Defense Spending Landscape at 10:15 am CT on Thursday June 27th. LtCol Bancroft joined Gabelli Funds in 2009 after serving as an F/A-18 Hornet fighter pilot with the United States Marine Corps. About GGRW Please read the Prospectus, including the Risk Discussion, carefully (when it becomes available) to under ...

CONCORD, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively "AssetMark"), today announced a strategic alliance with Morningstar Wealth, a division of independent investing insights firm Morningstar, Inc. (Nasdaq: MORN). Additionally, financial advisors currently working with AssetMark will gain access to a wide range of model portfolios and separately managed a ...

A recent article about ETFs to buy from Morningstar.com caught my attention for a few reasons. Secondly, Jackson's three choices made for an intriguing 3-ETF, 60/40 portfolio. Jackson didn't talk about this angle; I just went with it. To make this an original piece, I will choose three different ETFs for my 3-stock, 60/40 portfolio that are also highly rated and ready to deliver life-changing returns for investors. Source: Eviart / Shutterstock.com The actively managed ETF charges 0.43%. It generates monthl ...

The fund is sponsored by Blackrock. It has amassed assets over $214.61 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long t ...

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on 06/28/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $409.58 million, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market. Why Small Cap Value Sitting at a market capitalization below $2 billion, small cap companies tend to be ...

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the iShares Morningstar Small-Cap Growth ETF (ISCG) , a passively managed exchange traded fund launched on 06/28/2004. The fund is sponsored by Blackrock. It has amassed assets over $548.33 million, making it one of the average sized ETFs attempting to match the Small Cap Growth segment of the US equity market. Why Small Cap Growth There's a lot of potential to investing in small cap companies, but with m ...

文章核心观点 - 摩根士丹利发布了10只最佳股息股票的名单 [1][2] - 这些股票具有以下特点: 4-5星评级、经济护城河、估值低、股息可靠 [1] - 这些公司被认为是"睡眠良好"的投资标的 [1] 公司和行业总结 整体市场估值 - 标普500指数(SPY)当前估值较历史平均水平偏高 [4][5][6][7][8][9][10] - 如果标普500指数PE回归到20年平均水平,其预计年化收益率为5% [7] - 如果标普500指数PE回归到5年平均水平,其预计年化收益率为9.35% [8] - 如果标普500指数PE保持当前水平,其预计年化收益率为14.3% [9][10] 10只最佳股息股票 - 威瑞森(VZ) - 当前估值较历史平均水平偏低,预计年化收益率为16.7% [11][12][13][14][15] - 康卡斯特(CMCSA) - 当前估值较历史平均水平偏低,预计年化收益率为26.9% [16][17][18][19][20][21] - 其他8只股票的估值和预计收益率见表格 [22][23][24][25][26][27] 股息收益率与总收益率 - 从股息收益率和总收益率来看,威瑞森、康卡斯特、科米克、道富和阿尔特里亚是较佳选择 [28][29] - 这5只股票合计股息收益率为5.9%,预计总收益率为19.5%,远高于标普500指数 [29]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Juris ...