MORN-39.52%18.0%
FDS-42.34%16.0%
LSEG.LSE-19.48%14.0%
MCO-7.33%13.0%
SPGI-17.51%13.0%
MSCI+8.88%12.0%
MKTW+0.98%6.0%
VALU-11.50%5.0%
AREN-74.10%3.0%
As of Jun 9, 2026, 8:59 PM ET
Constituents
Build 20260610T080726
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| Company | 1D % | 10D % | MTD % | YTD % | 1Yr % | Prev Rpt | Next Rpt | Lst Q Ern % | Ern Move % | Intra-Qtr % | Since Rpt % | Mkt Cap | Wgt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
S&P Global Inc.SPGI | 1.85% | 0.19% | -0.87% | -18.71% | -17.51% | 4/28/26 (BMO) | 4/28/26 (BMO) | -12.03% | -0.92% | 11.89% | -1.93% | $125.75B | 13.0% |
Moody's CorporationMCO | 1.41% | -0.73% | -3.07% | -11.92% | -7.33% | 4/22/26 (BMO) | 4/22/26 (BMO) | 6.16% | -1.58% | 2.29% | -0.53% | $78.60B | 13.0% |
MSCI Inc.MSCI | 0.68% | -3.78% | -5.64% | 5.89% | 8.88% | 4/21/26 (BMO) | 4/21/26 (BMO) | 4.55% | 7.25% | -6.79% | -0.08% | $44.23B | 12.0% |
FactSet Research Systems Inc.FDS | -0.09% | 0.24% | -9.15% | -15.20% | -42.34% | 3/31/26 (BMO) | — | 9.93% | — | 9.43% | — | $8.96B | 16.0% |
Morningstar, Inc.MORN | 1.74% | 1.45% | -5.70% | -14.83% | -39.52% | 4/29/26 (AMC) | 4/29/26 (AMC) | 3.91% | -8.18% | 17.23% | 9.45% | $7.02B | 18.0% |
London Stock Exchange Group plcLSEG.LSE | -1.25% | 0.31% | -1.42% | 1.00% | -19.48% | 2/26/26 (AMC) | — | 4.21% | — | 1.97% | — | $596.6M | 14.0% |
Value Line, Inc.VALU | 0.37% | 0.62% | -2.67% | -14.13% | -11.50% | 3/17/26 | — | -0.74% | — | -8.84% | — | $304.1M | 5.0% |
The Arena Group Holdings, Inc.AREN | 0.38% | -7.86% | -17.83% | -67.75% | -74.10% | 5/11/26 | 5/11/26 | -21.48% | -30.08% | 12.39% | -30.65% | $61.4M | 3.0% |
MarketWise, Inc.MKTW | 2.09% | -0.75% | -0.81% | 20.65% | 0.98% | 5/7/26 | 5/7/26 | 1.37% | 23.35% | 15.59% | -15.05% | $45.1M | 6.0% |
| Average | 0.80% | -1.15% | -5.24% | -12.78% | -22.44% | -0.46% | -1.69% | 6.13% | -6.46% | $29.51B | 11.1% | ||
| Median | 0.68% | 0.19% | -3.07% | -14.13% | -17.51% | 3.91% | -1.25% | 9.43% | -1.23% | $7.02B | 13.0% | ||
| Std Dev | 1.02% | 2.75% | 5.15% | 22.91% | 24.19% | 9.41% | 16.10% | 8.94% | 12.96% | $42.48B | 4.9% | ||
| Min | -1.25% | -7.86% | -17.83% | -67.75% | -74.10% | -21.48% | -30.08% | -8.84% | -30.65% | $45.1M | 3.0% | ||
| Max | 2.09% | 1.45% | -0.81% | 20.65% | 8.88% | 9.93% | 23.35% | 17.23% | 9.45% | $125.75B | 18.0% | ||
| % Positive Tickers | 77.78% | 55.56% | 0.00% | 33.33% | 22.22% | 66.67% | 33.33% | 77.78% | 16.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.
About this theme
Brokerages & Exchanges '26: Financial Research tracks 9 publicly listed stocks in this theme: AREN, FDS, LSEG.LSE, MCO, MKTW, MORN, MSCI, SPGI, VALU. See the constituent table for details.