The best brokers 4/2026
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Morningstar, Inc.

ISIN US6177001095

 | 

WKN A0EADM

Market cap (in EUR)
5,685 m
Country
United States
Sector
Technology
Dividend yield
1.13%
 

Overview

Description

Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
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Technology Software and Consulting Internet and Data Services United States

Financials

Key metrics

Market capitalisation, EUR 5,685 m
EPS, EUR 7.89
P/B ratio 5.4
P/E ratio 18.6
Dividend yield 1.13%

Income statement (2025)

Revenue, EUR 2,168 m
Net income, EUR 332 m
Profit margin 15.30%

What ETF is Morningstar, Inc. in?

There are 40 ETFs which contain Morningstar, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morningstar, Inc. is the WisdomTree US Value UCITS ETF USD (Acc).
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.07%
Equity
United States
Small Cap
58
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.02%
Equity
World
Small Cap
Climate Change
358
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.02%
Equity
United States
Multi-Factor Strategy
7
WisdomTree Global Value UCITS ETF USD (Acc) 0.14%
Equity
World
Value
2
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.07%
Equity
United States
Small Cap
182
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.02%
Equity
United States
Multi-Factor Strategy
24
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged 0.06%
Equity
United States
Fundamental/Quality
1
WisdomTree US Quality Dividend Growth UCITS ETF USD 0.06%
Equity
United States
Fundamental/Quality
145
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
166
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0.15%
Equity
United States
Small Cap
259
iShares MSCI World Small Cap UCITS ETF 0.05%
Equity
World
Small Cap
6,289
Amundi Russell 1000 Growth UCITS ETF Acc 0.00%
Equity
United States
Growth
461
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.04%
Equity
World
Small Cap
31
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.01%
Equity
World
Fundamental/Quality
9
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.01%
Equity
World
Fundamental/Quality
209
ODDO BHF Global Equity Active UCITS ETF (Acc) 0.00%
Equity
World
Social/Environmental
5
iShares Russell 1000 Growth UCITS ETF USD (Acc) 0.01%
Equity
United States
Growth
538
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C 0.07%
Equity
World
Small Cap
8
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.00%
Equity
World
4,321
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.07%
Equity
United States
Small Cap
62
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.02%
Equity
United States
Multi-Factor Strategy
95
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.01%
Equity
World
Fundamental/Quality
3
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.01%
Equity
World
Fundamental/Quality
575
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc) 0.04%
Equity
World
Small Cap
1,418
WisdomTree US Value UCITS ETF USD (Acc) 0.21%
Equity
United States
Value
6
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.00%
Equity
World
85
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.02%
Equity
United States
Multi-Factor Strategy
23
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.05%
Equity
United States
Small Cap
2,096
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.00%
Equity
United States
Value
383
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
970
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD 0.03%
Equity
United States
Small Cap
757
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist) 0.13%
Equity
United States
Mid Cap
16
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist) 0.13%
Equity
United States
Mid Cap
46
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc) 0.13%
Equity
United States
Mid Cap
4,333
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.01%
Equity
World
Small Cap
419
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc 0.01%
Equity
World
Islamic Investing
923
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0.11%
Equity
World
Small Cap
120
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.07%
Equity
United States
Small Cap
26
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc 0.06%
Equity
United States
Fundamental/Quality
520
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc 0.06%
Equity
United States
Fundamental/Quality
46

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.
 
Broker Rating Order fee Stock savings plans
0.99 €
4500
View offer**
0.00 €
8045
View offer*
0.00 €
7560
View offer*
1.00 €
2500
View offer*
9.95 €
5000
View offer*
Show all offers
Source: justETF Research; as of 4/2026. The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
 
Broker Rating Execution fee Account fee
0.00 €
0.00 €
View offer**
0.00 €
0.00 €
View offer*
0.00 €
0.00 €
View offer*
0.00 €
0.00 €
View offer*
1.50 €
1.50%
0.00 €
View offer*
Show all offers
Source: justETF Research; as of 4/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.