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Morningstar Inc. (MORN) Expands Private Market Insights Through PitchBook, Analyst Highlights AI Positioning

Morningstar Inc. (NASDAQ:MORN) is one of the best beaten down stocks to invest in according to analysts. On December 18, Morningstar Inc. (NASDAQ:MORN) and its subsidiary PitchBook launched “The Evergreen Fund Landscape,” a new quarterly research series analyzing performance, flows, fees, and trends in semiliquid private market funds. The inaugural report shows evergreen fund assets doubling since 2022 to nearly $500 billion, with private credit driving growth and new product launches hitting record highs in 2025. Early index results highlight wide performance dispersion, underscoring the importance of manager selection, while fees remain above public market norms.

On December 5, the company reiterated its commitment to shareholder value by announcing a 10% increase in its quarterly dividend to 50 cents per share. It marks the fourth consecutive year of dividend increase backed by a 12.35% dividend growth over the last 12 months.

The 50 cents quarterly dividend is to be paid on January 30, 2026, to shareholders of record as of January 2, 2026. The company has also announced plans for three additional dividend payments in 2026, with its annualized dividend yield rising to $2 a share from $1.82 a share.

On November 26, BMO Capital analyst Jeffrey Silber reiterated a Buy rating on the stock and a $250 price target. According to the analyst, the stock is a Buy owing to the company’s strategic focus on artificial intelligence. The analyst has touted the company’s focus on delivering unique data and enhancing product insights, positioning it in the evolving market landscape. The company’s PitchBook platform, which integrates AI with human intelligence to aggregate data from diverse sources, stands out.

Morningstar Inc. (NASDAQ:MORN) is a leading global investment research firm that provides independent analysis, data, and tools for individual investors, financial advisors, and institutions, covering mutual funds, stocks, ETFs, and markets, and also offers investment management services.

While we acknowledge the potential of MORN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MORN and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 14 Best Forever Stocks to Buy According to Hedge Funds and 14 Best Aerospace and Defense Stocks to Buy According to Wall Street Analysts.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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