Morningstar is a provider of independent investment research in North America, Europe, Australia, and Asia. Co. provides a variety of products and solutions that serve market participants of all kinds, including individual and institutional investors in public and private capital markets, financial advisors, asset managers, retirement plan providers and sponsors, and issuers of securities. Co.'s primary products and services include: PitchBook, which provides data and research covering the private capital markets; DBRS Morningstar, which is a credit rating agency; and Morningstar Data, which provides institutions with access to a range of investment data spanning various databases. The MORN stock yearly return is shown above.
The yearly return on the MORN stock yearly return page and across the coverage universe of our site,
is a measure of the annual return over the calendar year 2023 for the given stock.
When performing this calculation it is important to factor in dividends, because a financial instrument's annual return is
more than just the change in price if that instrument pays a dividend or coupon.
One way to factor dividends into the return is simply to count them as cash — we don't do
that here. Instead, our website aims to empower investors
by performing the MORN annual return calculation with any dividends reinvested as applicable (on ex-dates).
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