Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$113.34
-0.4%
$111.28
$57.50
$117.15
$64.40B1.632.33 million shs274,204 shs
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$25.12
-0.8%
$26.99
$21.88
$30.32
$13.23B1.43.46 million shs3.13 million shs
Invesco Ltd. stock logo
IVZ
Invesco
$14.32
-1.8%
$15.75
$12.48
$18.71
$6.43B1.444.66 million shs2.25 million shs
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$31.41
-1.4%
$31.67
$22.17
$33.25
$5.06B1.531.09 million shs79,698 shs
Morningstar, Inc. stock logo
MORN
Morningstar
$298.56
-0.6%
$300.18
$163.28
$316.05
$12.76B1.15126,378 shs15,149 shs
These 7 Stocks Will Be Magnificent in 2024 Cover

With average gains of 150% since the start of 2023, now is the time to give these stocks a look and pump up your 2024 portfolio.

Get This Free Report

Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
+2.87%+5.52%+1.06%+16.00%+79.73%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
-0.94%+2.59%-7.44%-5.75%-6.13%
Invesco Ltd. stock logo
IVZ
Invesco
-6.38%-3.89%-7.13%-7.77%-13.41%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
+1.92%+3.34%-2.00%+9.71%+21.47%
Morningstar, Inc. stock logo
MORN
Morningstar
-0.86%+1.14%-1.11%+6.95%+45.83%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4.6952 of 5 stars
2.42.02.51.82.62.54.4
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
3.5791 of 5 stars
0.91.03.32.91.92.53.1
Invesco Ltd. stock logo
IVZ
Invesco
4.2635 of 5 stars
2.13.02.53.12.31.72.5
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
3.3281 of 5 stars
0.93.03.31.02.03.31.9
Morningstar, Inc. stock logo
MORN
Morningstar
3.4798 of 5 stars
1.55.00.83.21.83.30.6

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
2.75
Moderate Buy$113.25-0.08% Downside
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1.71
Reduce$27.509.47% Upside
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$17.4621.92% Upside
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
1.89
Reduce$28.83-8.21% Downside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.007.18% Upside

Current Analyst Ratings

Latest MORN, IVZ, APO, BEN, and JHG Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/23/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$31.00 ➝ $35.00
4/17/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetUnderweight ➝ Underweight$24.00 ➝ $25.00
4/17/2024
Invesco Ltd. stock logo
IVZ
Invesco
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetEqual Weight ➝ Equal Weight$16.00 ➝ $17.00
4/17/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetEqual Weight ➝ Equal Weight$30.00 ➝ $33.00
4/12/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetSell ➝ Sell$28.00 ➝ $30.00
4/11/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$18.00 ➝ $17.75
4/9/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform
4/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$122.00 ➝ $133.00
4/5/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$111.00 ➝ $122.00
4/2/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$17.75 ➝ $18.00
4/2/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetSell ➝ Sell$29.00 ➝ $32.00
(Data available from 4/24/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$32.64B1.97$8.37 per share13.54$41.98 per share2.70
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$7.85B1.69$3.60 per share6.98$25.15 per share1.00
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.13$4.90 per share2.92$25.28 per share0.57
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$2.10B2.41$2.71 per share11.61$27.40 per share1.15
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.26$9.33 per share31.99$31.10 per share9.60

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$5.05B$8.4113.4812.940.9215.86%20.33%1.31%5/2/2024 (Confirmed)
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$882.80M$1.9013.228.721.3412.30%11.15%4.69%4/29/2024 (Confirmed)
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.421.03-1.70%7.93%3.15%7/23/2024 (Estimated)
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$392M$2.3713.2510.791.5118.39%9.46%6.62%5/2/2024 (Confirmed)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2891.02N/A6.92%18.54%6.81%4/24/2024 (Confirmed)

Latest MORN, IVZ, APO, BEN, and JHG Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/2/2024N/A
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.74N/A-$1.74N/AN/AN/A  
5/2/2024N/A
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$0.61N/A-$0.61N/AN/AN/A  
4/29/2024N/A
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58N/A-$0.58N/AN/AN/A  
4/24/2024N/A
Morningstar, Inc. stock logo
MORN
Morningstar
N/AN/AN/AN/AN/AN/A
4/23/2024Q1 2024
Invesco Ltd. stock logo
IVZ
Invesco
$0.40$0.33-$0.07$0.35$1.08 billion$1.48 billion    
2/22/2024Q4 2023
Morningstar, Inc. stock logo
MORN
Morningstar
N/A$1.97+$1.97$2.23N/A$538.70 million  
2/8/2024Q4 2023
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.64$1.75+$0.11-$1.15$823.27 million$795.00 million
2/1/2024Q4 2023
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$0.56$0.82+$0.26$0.90$520.26 million$568.50 million    
1/29/202412/31/2023
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58$0.65+$0.07$0.80$1.51 billion$1.99 billion      

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.721.52%-9.89%20.45%1 Years
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1.244.94%-6.19%65.26%1 Years
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.59%+0.53%N/A 3 Years
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$1.564.97%+2.70%65.82%N/A
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.54%+14.09%49.39%1 Years

Latest MORN, IVZ, APO, BEN, and JHG Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/23/2024
Invesco Ltd. stock logo
IVZ
Invesco
quarterly$0.20505.26%5/13/20245/14/20246/4/2024
3/15/2024
Morningstar, Inc. stock logo
MORN
Morningstar
quarterly$0.40500.5%4/4/20244/5/20244/30/2024
2/6/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
quarterly$0.314.66%3/27/20243/28/20244/12/2024
2/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Quarterly$0.431.6%2/16/20242/20/20242/29/2024
1/31/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
quarterly$0.395.2%2/9/20242/12/20242/28/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
0.34
1.54
1.54
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
0.86
1.92
1.92
Invesco Ltd. stock logo
IVZ
Invesco
0.77
5.01
5.01
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
0.07
3.89
2.76
Morningstar, Inc. stock logo
MORN
Morningstar
0.71
0.93
0.93

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
77.06%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
47.56%
Invesco Ltd. stock logo
IVZ
Invesco
66.09%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
87.94%
Morningstar, Inc. stock logo
MORN
Morningstar
57.02%

Insider Ownership

CompanyInsider Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
8.70%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
24.13%
Invesco Ltd. stock logo
IVZ
Invesco
2.00%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
20.00%
Morningstar, Inc. stock logo
MORN
Morningstar
37.70%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4,879568.16 million518.73 millionOptionable
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
9,200526.56 million399.50 millionOptionable
Invesco Ltd. stock logo
IVZ
Invesco
8,500449.20 million440.22 millionOptionable
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
2,200161.25 million129.00 millionOptionable
Morningstar, Inc. stock logo
MORN
Morningstar
11,33442.74 million26.63 millionOptionable

MORN, IVZ, APO, BEN, and JHG Headlines

SourceHeadline
5 Growth Stocks to Buy From the Best Money Managers5 Growth Stocks to Buy From the Best Money Managers
morningstar.com - April 23 at 4:10 PM
U.S. Investment-Grade Debt Issuance Rises to Near Record in First QuarterU.S. Investment-Grade Debt Issuance Rises to Near Record in First Quarter
barrons.com - April 23 at 11:09 AM
The Ultimate Veggie Burger Collection: 33 Recipes to Satisfy Every CravingThe Ultimate Veggie Burger Collection: 33 Recipes to Satisfy Every Craving
msn.com - April 23 at 11:09 AM
Morningstar downgrades Trojan Income fund ratingMorningstar downgrades Trojan Income fund rating
portfolio-adviser.com - April 23 at 11:09 AM
Texas politics leave transgender foster youth isolated — during and after life in state careTexas politics leave transgender foster youth isolated — during and after life in state care
msn.com - April 23 at 11:09 AM
Morningstar downgrades Trojan Income as behavioural biases emerge from new managerMorningstar downgrades Trojan Income as 'behavioural biases' emerge from new manager
investmentweek.co.uk - April 23 at 11:09 AM
Top 10 issuers dominate US active ETF marketplace, Morningstar saysTop 10 issuers dominate US active ETF marketplace, Morningstar says
msn.com - April 23 at 11:09 AM
New Morningstar Report Sheds Light on Rapid Expansion of Active ETFsNew Morningstar Report Sheds Light on Rapid Expansion of Active ETFs
businesswire.com - April 23 at 8:00 AM
Duality Advisers LP Acquires New Shares in Morningstar, Inc. (NASDAQ:MORN)Duality Advisers LP Acquires New Shares in Morningstar, Inc. (NASDAQ:MORN)
marketbeat.com - April 23 at 7:43 AM
The Morningstar Portfolio Risk Score matches clients to their risk profilesThe Morningstar Portfolio Risk Score matches clients to their risk profiles
wealthprofessional.ca - April 22 at 7:08 PM
SAP 1Q Revenue, Operating Profit HigherSAP 1Q Revenue, Operating Profit Higher
morningstar.com - April 22 at 7:08 PM
If recent stock-market weakness has you on edge, this might be your problemIf recent stock-market weakness has you on edge, this might be your problem
msn.com - April 22 at 2:07 PM
Can plastics transform? What plastic-intensive industries can learn from leaders in the low carbon transition: Morningstar SustainalyticsCan plastics transform? What plastic-intensive industries can learn from leaders in the low carbon transition: Morningstar Sustainalytics
ifamagazine.com - April 22 at 9:06 AM
Morningstar promotes Monika Calay to director of UK manager researchMorningstar promotes Monika Calay to director of UK manager research
investmentweek.co.uk - April 22 at 9:06 AM
Morningstar: Assets in climate-related funds grew by 16% in 2023 to $540bnMorningstar: Assets in climate-related funds grew by 16% in 2023 to $540bn
ifamagazine.com - April 22 at 9:06 AM
BlackRock Extends Its Dominance in Fast-Growing Corner of ESGBlackRock Extends Its Dominance in Fast-Growing Corner of ESG
bloomberg.com - April 22 at 4:04 AM
Climate-related funds grow 16% in 2023 to $540 billion — MorningstarClimate-related funds grow 16% in 2023 to $540 billion — Morningstar
pionline.com - April 22 at 4:04 AM
Morningstar reassess view of Platinum ETF and fundMorningstar reassess view of Platinum ETF and fund
morningstar.com.au - April 21 at 9:37 PM
When combining annuities and mutual funds makes sense, or notWhen combining annuities and mutual funds makes sense, or not
usatoday.com - April 21 at 11:36 AM
Driver seriously injured as tractor-trailer leaves road, rolls over after hitting bear in PenfieldDriver seriously injured as tractor-trailer leaves road, rolls over after hitting bear in Penfield
thecourierexpress.com - April 20 at 10:34 PM
Pikesville developer expands its self-storage portfolioPikesville developer expands its self-storage portfolio
bizjournals.com - April 19 at 4:20 PM
15 Top Wealth-Destroying Stocks of the Past 10 Years: Morningstar15 Top Wealth-Destroying Stocks of the Past 10 Years: Morningstar
thinkadvisor.com - April 19 at 4:20 PM
Investors Appear OK With ESG Label: MorningstarInvestors Appear OK With 'ESG' Label: Morningstar
finance.yahoo.com - April 19 at 4:20 PM
Sagicor Financial Company cited for ambitious strategySagicor Financial Company cited for ambitious strategy
insurancebusinessmag.com - April 19 at 11:19 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Apollo Global Management logo

Apollo Global Management

NYSE:APO
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia, India and Europe.
Franklin Resources logo

Franklin Resources

NYSE:BEN
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
Invesco logo

Invesco

NYSE:IVZ
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Janus Henderson Group logo

Janus Henderson Group

NYSE:JHG
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income markets, as well as invests in real estate and private equity. Janus Henderson Group plc was founded in 1934 and is based in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
Morningstar logo

Morningstar

NASDAQ:MORN
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.