One gathers Berkeley has decided to dabble. A trifling $3.8 million in Morningstar shares, apparently. The SEC filings, of course, are frightfully dull reading, but one does try to keep abreast of these things. It seems they acquired 17,382 shares during the last quarter, bringing the total value of the position to the aforementioned sum. A mere rounding error for some, I suspect, but one mustn’t be dismissive of even the smallest ventures.
This is a new fancy for Berkeley, representing a minuscule 1.2% of their $314.47 million in assets under management. One wonders if they consulted a crystal ball, or simply threw a dart at a list of reasonably reputable companies. Their top holdings remain predictably pedestrian: Invesco, Distillate, Visa, Eaton Vance, and NVR. Such a lack of imagination.
Morningstar itself is currently trading at $204.66, which, if one recalls correctly, is a rather substantial drop from its previous heights. Down 38.65% year-on-year, and trailing the S&P 500 by a rather embarrassing 55 percentage points. One begins to suspect the company is less a rising star, and more a fading one. Still, a little decline never hurt anyone. Adds a certain… challenge.
Let’s examine the numbers, shall we? Revenue of $2.40 billion, net income of $376.00 million, and a dividend yield of 0.91%. Perfectly adequate, if one isn’t expecting miracles. Morningstar, for the uninitiated, offers a rather comprehensive suite of investment research, data platforms, and all the other paraphernalia that financial types adore. They serve everyone from financial advisors to individual investors, which is either admirable or deeply suspicious, depending on one’s temperament.
| Metric | Value |
|---|---|
| Revenue (TTM) | $2.40 billion |
| Net income (TTM) | $376.00 million |
| Dividend yield | 0.91% |
| Price (as of market close Jan. 28, 2026) | $204.66 |
Berkeley, it appears, views this dip as a “buying opportunity.” How terribly predictable. The stock trades at 23 times earnings – its lowest since 2019 – and the dividend yield is at its highest since 2020. One suspects they’ve simply decided to be sensible. A rare quality these days.
The real question, of course, is this AI business. Will Morningstar thrive, or be swallowed whole? So many data-driven companies are at a crossroads, and the market has decided to punish them preemptively. Personally, I suspect these companies will adapt, or be acquired. The market will always find a way to wring profit from chaos. Berkeley’s purchase is… reasonable, but I’d rather pick and choose amongst the wreckage myself. A little more selective carnage, if you will.
One anticipates a great deal of fuss will be made over this transaction. Analysts will pontificate, commentators will opine, and the world will continue to spin, largely unaffected. It’s all rather tiresome, really. But then, what isn’t?
Read More
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- TON PREDICTION. TON cryptocurrency
- Gold Rate Forecast
- The 10 Most Beautiful Women in the World for 2026, According to the Golden Ratio
- Nikki Glaser Explains Why She Cut ICE, Trump, and Brad Pitt Jokes From the Golden Globes
- Sandisk: A Most Peculiar Bloom
- Here Are the Best Movies to Stream this Weekend on Disney+, Including This Week’s Hottest Movie
- IonQ: A Quantum Flutter, 2026
- Ephemeral Engines: A Triptych of Tech
- Meta: A Seed for Enduring Returns
2026-01-29 02:14