Morningstar dividend – Cwm LLC Sells Shares of First Trust Morningstar Dividend Leaders Index

January 3, 2024

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Cwm LLC recently sold shares of the First Trust Morningstar ($NASDAQ:MORN) Dividend Leaders Index, a passively managed portfolio of dividend-paying stocks selected and weighted according to Morningstar’s proprietary stock selection and weighting methodology. The portfolio contains stocks of companies with a history of consistent dividend payments and, typically, higher yields than the overall market. It provides financial data, research, and analysis on stocks, funds, and exchange-traded funds (ETFs). Morningstar also publishes ratings and reports on investments, as well as financial news and advice.

The company’s stock is publicly traded on the Nasdaq exchange under the symbol MORN. Morningstar has a long history of providing reliable and accurate research to investors, allowing them to make informed decisions in the stock market.

Dividends – Morningstar dividend

Cwm LLC has recently sold its shares in First Trust Morningstar Dividend Leaders Index. Over the last three years, MORNINGSTAR has issued an annual dividend per share of 1.5 USD, 1.46 USD, and 1.3 USD respectively. These figures demonstrate MORNINGSTAR’s commitment to long-term dividend yields for investors.

About the Company

  • Morningstar_Dividend_Leaders_Index”>Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Morningstar. More…

    Total Revenues Net Income Net Margin
    1.97k 70.9 3.6%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Morningstar. More…

    Operations Investing Financing
    282.1 -87.4 -251.7
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Morningstar. More…

    Total Assets Total Liabilities Book Value Per Share
    3.34k 2.1k 28.97
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Morningstar are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    13.8% -3.3% 8.8%
    FCF Margin ROE ROA
    7.9% 8.8% 3.3%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Market Price

    The stock opened at $284.1 and closed at $277.6, representing a 3.0% decrease from its last closing price of 286.2. This was the first time that MORNINGSTAR stock had been traded on the open market. The sale was seen as a positive sign for investors as it signals the confidence Cwm LLC has in the company’s future growth potential. It remains to be seen how the sale of MORNINGSTAR will affect the company’s stock price over the long-term. Live Quote…

    Analysis

    After conducting an analysis of the financials of MORNINGSTAR, we were pleased to see that its Star Chart Health Score was 8 out of 10, indicating that the company was in strong financial health and had the capacity to pay off its debt and fund future operations. We classified MORNINGSTAR as a ‘rhino’, which is a type of company that has achieved moderate revenue or earnings growth. Investors who may be interested in MORNINGSTAR include those who are looking for a reliable dividend stock with good profitability but may not be looking for significant growth. MORNINGSTAR has been rated as strong in dividend and profitability, medium in growth, and weak in asset. As such, it may be an ideal investment for conservative investors who prefer stability over potential for high returns. More…

  • Star Chart Analysis
  • Valuation Analysis




  • Peers

    The competition between Morningstar Inc and its competitors is fierce. Euromoney Institutional Investor PLC, MSCI Inc, and CRISIL Ltd are all major players in the financial research and analysis industry, and each company is constantly innovating and trying to one-up the others. Morningstar Inc has been a leader in the industry for many years, but its competitors are quickly catching up.

    – Euromoney Institutional Investor PLC ($LSE:ERM)

    Euromoney Institutional Investor PLC is a provider of business information and research for the global financial markets. The company has a market capitalization of 1.59 billion as of 2022 and a return on equity of 2.93%. The company’s products and services include news, analysis, and research on the global financial markets, as well as data and intelligence on companies, industries, and economies.

    – MSCI Inc ($NYSE:MSCI)

    MSCI Inc is a global investment management company that provides indexes and analytics for use in investment decisions. As of 2022, the company had a market capitalization of $39.2 billion and a return on equity of -70.72%. The company’s products are used by investment professionals, including asset managers, banks, and insurance companies, to make investment decisions.

    – CRISIL Ltd ($BSE:500092)

    CRISIL Ltd is a global analytical company providing ratings, research, and risk and policy advisory services. The company’s market cap as of 2022 is 218.36B, and its ROE is 30.52%. CRISIL’s products and services cover a wide range of industries and sectors, including banking, finance, and investment; infrastructure; power; and telecommunications. The company has a strong presence in India and also operates in the United States, Europe, and Asia.

    Summary

    Morningstar is a leading provider of independent investment research. They are renowned for their commitment to providing comprehensive investment analysis to help investors make informed decisions. Their analysis covers a wide range of asset classes, including stocks, mutual funds, exchange-traded funds, and bonds. Morningstar also offers a range of analytical tools, including data, news, research, and ratings, to help investors assess the performance of their portfolios.

    They are especially known for their star rating system which evaluates investments based on their past performance and current financial strength. Morningstar is an invaluable resource for investors who want to make informed decisions about their investments.

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