S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities

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
$107.82
+0.2%
$111.12
$57.50
$117.15
$61.26B1.632.37 million shs2.21 million shs
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$24.70
-1.0%
$27.21
$21.88
$30.32
$13.00B1.43.43 million shs5.06 million shs
Invesco Ltd. stock logo
IVZ
Invesco
$15.18
-0.1%
$15.83
$12.48
$18.71
$6.82B1.444.65 million shs3.45 million shs
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$30.82
-1.2%
$31.61
$22.17
$33.25
$4.97B1.521.11 million shs1.19 million shs
Morningstar, Inc. stock logo
MORN
Morningstar
$297.01
-1.0%
$297.82
$163.28
$316.05
$12.69B1.15129,021 shs84,744 shs
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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
-2.32%-7.34%-2.57%+12.73%+65.47%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
-1.85%-8.53%-7.29%-10.42%-6.77%
Invesco Ltd. stock logo
IVZ
Invesco
-1.04%-10.28%-1.62%-10.34%-10.12%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
-1.69%-5.24%+0.14%+8.35%+17.72%
Morningstar, Inc. stock logo
MORN
Morningstar
-1.92%-4.51%-1.39%+9.08%+43.87%

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
4.585 of 5 stars
2.42.02.51.82.02.54.4
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
4.0926 of 5 stars
1.91.03.32.91.92.53.1
Invesco Ltd. stock logo
IVZ
Invesco
4.6417 of 5 stars
3.13.02.53.12.41.72.5
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
3.257 of 5 stars
0.93.03.31.02.03.31.9
Morningstar, Inc. stock logo
MORN
Morningstar
3.6652 of 5 stars
1.55.02.53.21.43.30.6

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$113.255.04% Upside
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1.71
Reduce$27.3910.91% Upside
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$17.3814.46% Upside
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
1.89
Reduce$27.93-9.38% Downside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.007.74% Upside

Current Analyst Ratings

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

DateCompanyBrokerageActionRatingPrice TargetDetails
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
2/13/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Citigroup
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$111.00 ➝ $125.00
2/12/2024
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$118.00 ➝ $122.00
(Data available from 4/16/2021 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
$32.64B1.88$8.00 per share13.48$41.98 per share2.57
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$7.85B1.66$3.56 per share6.94$25.15 per share0.98
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.19$5.29 per share2.87$25.28 per share0.60
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$2.10B2.36$2.61 per share11.79$27.40 per share1.12
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.23$9.20 per share32.29$31.10 per share9.55

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$8.4112.8212.320.9115.86%20.33%1.31%5/2/2024 (Confirmed)
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$882.80M$1.9013.008.631.3312.30%11.15%4.69%4/29/2024 (Confirmed)
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.911.02-1.70%7.93%3.15%4/23/2024 (Confirmed)
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$392M$2.3713.0010.811.5518.39%9.46%6.62%5/2/2024 (Confirmed)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2890.55N/A6.92%18.54%6.81%4/24/2024 (Confirmed)

Latest IVZ, MORN, APO, JHG, and BEN 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
4/23/2024N/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    
1/29/202412/31/2023
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58$0.65+$0.07$0.80$1.51 billion$1.99 billion      
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
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1.245.02%-6.19%65.26%1 Years
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.27%+0.53%N/A 3 Years
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$1.173.80%+2.70%49.37%N/A
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.55%+14.09%49.39%14 Years

Latest IVZ, MORN, APO, JHG, and BEN 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
2/6/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
quarterly$0.314.66%3/27/20243/28/20244/12/2024
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
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

IVZ, MORN, APO, JHG, and BEN Headlines

SourceHeadline
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
Morningstar DBRS confirms Malta at A, but says country ‘weak’ on control of corruptionMorningstar DBRS confirms Malta at A, but says country ‘weak’ on control of corruption
independent.com.mt - April 13 at 10:04 AM
Morningstar DBRS Confirms Maltas A ratings, notes weak corruption controlsMorningstar DBRS Confirms Malta's A ratings, notes 'weak' corruption controls
maltatoday.com.mt - April 13 at 10:04 AM
Charles Cohen’s 750 Lex value slashed by 83%, foreclosure loomsCharles Cohen’s 750 Lex value slashed by 83%, foreclosure looms
therealdeal.com - April 12 at 1:50 PM
Nationwide teaming up with Morningstar for managed accountsNationwide teaming up with Morningstar for managed accounts
jdsupra.com - April 11 at 5:13 PM
Morningstar places raft of Blackrock bond funds under review after Krautzberger exitMorningstar places raft of Blackrock bond funds under review after Krautzberger exit
investmentweek.co.uk - April 11 at 7:12 AM
Morningstar: Book of the FallenMorningstar: Book of the Fallen
kotaku.com - April 10 at 9:11 PM
Morningstar publishes latest research into fixed-term bond fundsMorningstar publishes latest research into fixed-term bond funds
ifamagazine.com - April 10 at 9:42 AM
Morningstar, Inc. (NASDAQ:MORN) Position Boosted by Allspring Global Investments Holdings LLCMorningstar, Inc. (NASDAQ:MORN) Position Boosted by Allspring Global Investments Holdings LLC
marketbeat.com - April 10 at 7:29 AM
Annuities in Target-Date Funds Are No Silver Bullet: MorningstarAnnuities in Target-Date Funds Are No Silver Bullet: Morningstar
thinkadvisor.com - April 9 at 11:15 PM
Biopharma’s innovative treatments create investment opportunities, says MorningstarBiopharma’s innovative treatments create investment opportunities, says Morningstar
thepharmaletter.com - April 9 at 6:14 PM
Still early days for target-date funds with embedded annuities, says MorningstarStill early days for target-date funds with embedded annuities, says Morningstar
pionline.com - April 9 at 1:14 PM
This Nvidia Rival Stock Driven By Exaggerated Artificial Intelligence Narrative Could Fall 56%: MorningstarThis Nvidia Rival Stock Driven By 'Exaggerated Artificial Intelligence Narrative' Could Fall 56%: Morningstar
markets.businessinsider.com - April 9 at 1:14 PM
Evaluating a Retirement Income ‘Easy Button’Evaluating a Retirement Income ‘Easy Button’
planadviser.com - April 9 at 8:14 AM
Morningstar warns of stretched valuations in Australian equitiesMorningstar warns of stretched valuations in Australian equities
financialstandard.com.au - April 9 at 1:53 AM
Market Highlights: Tesla to unveil robotaxi, Morningstar’s Q2 prediction, and 5 ASX small caps to watch todayMarket Highlights: Tesla to unveil robotaxi, Morningstar’s Q2 prediction, and 5 ASX small caps to watch today
msn.com - April 8 at 8:52 PM
Morningstar (NASDAQ:MORN) Reaches New 1-Year High at $316.06Morningstar (NASDAQ:MORN) Reaches New 1-Year High at $316.06
marketbeat.com - April 8 at 3:24 PM
Will Nvidia (NVDA) Continue its Dominance in AI?Will Nvidia (NVDA) Continue its Dominance in AI?
insidermonkey.com - April 8 at 6:02 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.