Morningstar Partners with Houlihan Lokey to Develop CLO Valuation Indexes
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 24 2026
0mins
Morningstar (MORN) announced a strategic collaboration with Houlihan Lokey (HLI) to develop a new suite of daily valuation indexes to help investors measure and invest in collateralized loan obligations. "Through this new initiative, Morningstar Indexes will work with Houlihan Lokey's Portfolio Valuation and Fund Advisory Services team to develop the Morningstar Houlihan CLO Indexes. The index series will combine Morningstar's design and governance with Houlihan Lokey's valuation framework and credit market expertise to address the growing need for reliable benchmarks in the rapidly expanding CLO market," the company stated.
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Analyst Views on MORN
Wall Street analysts forecast MORN stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 165.940
Low
250.00
Averages
285.00
High
320.00
Current: 165.940
Low
250.00
Averages
285.00
High
320.00
About MORN
Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Growth Drivers Analysis: SpaceX's revenue is expected to grow robustly driven by its Starlink satellite internet service and AI infrastructure, although insider selling may negatively impact stock prices and investor confidence.
- Long-term Investment Outlook: Despite analysts' cautious stance predicting a stock price around $160 by 2030, many investors may seek more attractive opportunities in the current market environment, given the potential for SpaceX to tread water in the coming years.
See More
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- Divergent Future Predictions: Arete Research projects a price target of $401 for SpaceX within the next 12 months, suggesting an upside of approximately 148%, while Morningstar estimates a fair value of $63, indicating stark differences in market sentiment regarding SpaceX's future performance.
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See More
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- Diverse Funding Sources: In addition to the federal government's initial contribution, certain children may receive a $250 donation from tech CEO Michael Dell and his wife Susan, along with potential contributions from their parents' employers, showcasing a diversified funding support mechanism.
- Wealth Growth Potential: Projections on the Trump Accounts website suggest that without additional contributions, a child's account could grow to $243,000 by age 55, although research by Morningstar indicates a more conservative estimate of $38,000, reflecting the impact of investor behavior and family income.
- Importance of Long-Term Investment: Morningstar emphasizes that ongoing contributions from families and employers are crucial for wealth accumulation, with average account holders expected to have $3,324 at age 18, which could rise to $15,154 with an annual contribution of $250, highlighting the necessity of regular investments.
See More
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See More
