S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
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CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

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
$107.34
-0.1%
$111.22
$57.50
$117.15
$60.99B1.632.36 million shs1.53 million shs
Eaton Vance Corp. stock logo
EV
Eaton Vance
$23.48
+0.3%
$72.69
$23.59
$75.61
$2.68B1.232.28 million shs16 shs
Invesco Ltd. stock logo
IVZ
Invesco
$15.27
+0.2%
$15.80
$12.48
$18.71
$6.86B1.444.60 million shs2.89 million shs
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$30.48
-0.8%
$31.62
$22.17
$33.25
$4.91B1.521.10 million shs975,601 shs
Morningstar, Inc. stock logo
MORN
Morningstar
$292.38
-0.8%
$298.60
$163.28
$316.05
$12.50B1.15128,095 shs86,242 shs
7 AI Stocks to Invest In: An Introduction to AI Investing For Self-Directed Investors Cover

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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
-0.31%-5.89%-2.52%+11.28%+64.51%
Eaton Vance Corp. stock logo
EV
Eaton Vance
+0.54%-2.78%-2.43%-0.08%-67.96%
Invesco Ltd. stock logo
IVZ
Invesco
+0.40%-3.97%-0.20%-7.92%-12.46%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
-0.26%-4.39%-1.41%+7.15%+16.35%
Morningstar, Inc. stock logo
MORN
Morningstar
-0.73%-5.77%-2.35%+6.56%+41.09%

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
4.5818 of 5 stars
2.42.02.51.82.12.54.4
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/AN/AN/AN/AN/AN/AN/AN/A
Invesco Ltd. stock logo
IVZ
Invesco
4.648 of 5 stars
3.13.02.53.12.51.72.5
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
3.2576 of 5 stars
0.93.03.31.02.03.31.9
Morningstar, Inc. stock logo
MORN
Morningstar
3.7318 of 5 stars
1.55.02.53.21.83.30.6

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$113.255.51% Upside
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/AN/AN/AN/A
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$17.4614.33% Upside
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
1.89
Reduce$28.43-6.73% Downside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.009.45% Upside

Current Analyst Ratings

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

DateCompanyBrokerageActionRatingPrice TargetDetails
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
3/7/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$122.00 ➝ $131.00
2/28/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Initiated CoverageNeutral ➝ Overweight$122.00
(Data available from 4/18/2021 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
$32.64B1.87$8.13 per share13.20$41.98 per share2.56
Eaton Vance Corp. stock logo
EV
Eaton Vance
$1.73B1.55$1.23 per share19.16$11.59 per share2.03
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.20$5.38 per share2.84$25.28 per share0.60
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$2.10B2.34$2.66 per share11.45$27.40 per share1.11
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.13$9.33 per share31.35$31.10 per share9.40

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$8.4112.7612.250.8915.86%20.33%1.31%5/2/2024 (Confirmed)
Eaton Vance Corp. stock logo
EV
Eaton Vance
$138.52M$3.2918.935.521.458.01%29.84%8.98%N/A
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.951.01-1.70%7.93%3.15%4/23/2024 (Confirmed)
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$392M$2.3712.8610.691.5118.39%9.46%6.62%5/2/2024 (Confirmed)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2889.14N/A6.92%18.54%6.81%4/24/2024 (Confirmed)

Latest EV, IVZ, MORN, JHG, and APO 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  
4/24/2024N/A
Morningstar, Inc. stock logo
MORN
Morningstar
N/AN/AN/AN/AN/AN/A
4/23/2024N/A
Invesco Ltd. stock logo
IVZ
Invesco
$0.40N/A-$0.40N/AN/AN/A  
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    
1/23/202412/31/2023
Invesco Ltd. stock logo
IVZ
Invesco
$0.40$0.47+$0.07$2.58$1.11 billion$1.05 billion    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.721.60%-9.89%20.45%1 Years
Eaton Vance Corp. stock logo
EV
Eaton Vance
$1.506.39%N/A45.59%N/A
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.24%+0.53%N/A 3 Years
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$1.173.84%+2.70%49.37%N/A
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.55%+14.09%49.39%14 Years

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

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
3/15/2024
Morningstar, Inc. stock logo
MORN
Morningstar
quarterly$0.40500.5%4/4/20244/5/20244/30/2024
1/23/2024
Invesco Ltd. stock logo
IVZ
Invesco
Quarterly$0.205.02%2/15/20242/16/20243/4/2024
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
Eaton Vance Corp. stock logo
EV
Eaton Vance
0.03
2.88
2.88
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%
Eaton Vance Corp. stock logo
EV
Eaton Vance
67.43%
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%
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/A
Invesco Ltd. stock logo
IVZ
Invesco
2.00%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
19.60%
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
Eaton Vance Corp. stock logo
EV
Eaton Vance
1,983114.20 millionN/ANo Data
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 million129.64 millionOptionable
Morningstar, Inc. stock logo
MORN
Morningstar
11,33442.75 million25.69 millionOptionable

EV, IVZ, MORN, APO, and JHG Headlines

SourceHeadline
Non-QM delinquencies rise, but losses remain subduedNon-QM delinquencies rise, but losses remain subdued
nationalmortgagenews.com - April 18 at 5:39 PM
Comerica Earnings: Net Interest Income and Expense Outlook SteadyComerica Earnings: Net Interest Income and Expense Outlook Steady
morningstar.com - April 18 at 5:39 PM
Truth Social is a mind-bending win for Donald TrumpTruth Social is a mind-bending win for Donald Trump
economist.com - April 18 at 5:39 PM
SL Green, Vornado kick in $100M to extend 280 Park loanSL Green, Vornado kick in $100M to extend 280 Park loan
therealdeal.com - April 18 at 12:39 PM
Eight stock picks in AI, obesity drugs, e-commerce and other growth areas beyond the S&P 500Eight stock picks in AI, obesity drugs, e-commerce and other growth areas beyond the S&P 500
msn.com - April 18 at 12:39 PM
Sagicor Financial Announces Investment Grade Ratings from DBRSSagicor Financial Announces Investment Grade Ratings from DBRS
ca.finance.yahoo.com - April 18 at 7:38 AM
Louisiana State Employees Retirement System Invests $2.09 Million in Morningstar, Inc. (NASDAQ:MORN)Louisiana State Employees Retirement System Invests $2.09 Million in Morningstar, Inc. (NASDAQ:MORN)
marketbeat.com - April 18 at 5:56 AM
Meet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split NextMeet the Stock-Split Stock Making Wall Street History, Plus the Nasdaq Stock That Could Split Next
fool.com - April 18 at 5:00 AM
Durham Residents Weigh In on Proposed Redevelopment of Lakewood Shopping CenterDurham Residents Weigh In on Proposed Redevelopment of Lakewood Shopping Center
indyweek.com - April 17 at 9:05 PM
Is the Vaneck Morningstar Wide Moat ETF (MOAT) a good long-term investment?Is the Vaneck Morningstar Wide Moat ETF (MOAT) a good long-term investment?
fool.com.au - April 17 at 9:05 PM
ESG ETFs Enter ‘Crisis’ Period, Morningstar WarnsESG ETFs Enter ‘Crisis’ Period, Morningstar Warns
finance.yahoo.com - April 17 at 9:05 PM
‘Negative’ outlook for UK housing targets, says Morningstar DBRS‘Negative’ outlook for UK housing targets, says Morningstar DBRS
mortgagesolutions.co.uk - April 17 at 10:38 AM
MorningStar Senior Living Opens 160-Unit Community in Centennial, ColoradoMorningStar Senior Living Opens 160-Unit Community in Centennial, Colorado
rebusinessonline.com - April 17 at 10:38 AM
Aark Raises $6M Funding to Accelerate LRT Liquidity Integration for High Leverage TradingAark Raises $6M Funding to Accelerate LRT Liquidity Integration for High Leverage Trading
thestreet.com - April 17 at 10:38 AM
European ETFs hit record high assets under management in Q1 2024European ETFs hit record high assets under management in Q1 2024
funds-europe.com - April 17 at 5:37 AM
Opposition to ESG gains clout to force banks to change, but they may not be giving up easilyOpposition to ESG gains clout to force banks to change, but they may not be giving up easily
justthenews.com - April 17 at 5:37 AM
Morningstar (MORN) Set to Announce Earnings on WednesdayMorningstar (MORN) Set to Announce Earnings on Wednesday
americanbankingnews.com - April 17 at 1:30 AM
One of S.F.’s biggest apartment complexes at risk of defaulting on $1.8 billion mortgageOne of S.F.’s biggest apartment complexes at risk of defaulting on $1.8 billion mortgage
msn.com - April 16 at 5:43 PM
Morningstars CIO on the Case for China Over IndiaMorningstar's CIO on the Case for China Over India
finance.yahoo.com - April 16 at 7:42 AM
Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024
morningstar.com - April 15 at 4:12 PM
When combining annuities and mutual funds makes sense, or not.When combining annuities and mutual funds makes sense, or not.
msn.com - April 14 at 1:18 PM
YHB Investment Advisors Inc. Sells 4,426 Shares of Morningstar, Inc. (NASDAQ:MORN)YHB Investment Advisors Inc. Sells 4,426 Shares of Morningstar, Inc. (NASDAQ:MORN)
marketbeat.com - April 14 at 8:23 AM
BKLN May Deliver Sub-Par Returns In 2024BKLN May Deliver Sub-Par Returns In 2024
seekingalpha.com - April 13 at 3:05 PM
Morningstar, Inc. (NASDAQ:MORN) Short Interest Down 22.9% in MarchMorningstar, Inc. (NASDAQ:MORN) Short Interest Down 22.9% in March
marketbeat.com - April 13 at 1:31 PM

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.
Eaton Vance logo

Eaton Vance

NYSE:EV
Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance Corp. was incorporated on January 29, 1981 and is headquartered in Boston, Massachusetts.
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.