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News · 26 weeks78-33%
2025-11-022026-04-26
Mix4790d
- Other21(45%)
- Insider12(26%)
- SEC Filings9(19%)
- Dividends5(11%)
Latest news
25 items- SECMorningstar Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- SECSEC Form 10-Q filed by Morningstar Inc.10-Q - Morningstar, Inc. (0001289419) (Filer)
- PRMorningstar, Inc. Reports First-Quarter 2026 Financial ResultsMorningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported increased revenues in the first quarter of 2026 with sustained momentum in profitability growth. "In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding by roughly 4% for a total of more than 10% over the past 12 months," said Kunal Kapoor, Morningstar's CEO. "On the product front, we introduced new proprietary intellectual property, including PitchBook's daily valuation estimates for venture capital-backed companies and public-market-style research on leading private firms." The Company's quarte
- PRMorningstar Reaches New Milestone in the CRSP Acquisition, Rebranding CRSP Market Indexes to Morningstar IndexesThe rebrand of the CRSP indexes, with over $3 trillion in AUM benchmarked, solidifies Morningstar's position as one of the top tier index providers and is an important new milestone in the CRSP integration. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, has reached a new milestone in its previously completed acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago, announcing the rebrand of the CRSP Market Indexes to reflect the Morningstar brand. The CRSP Market Indexes, which underpin a range of popular mutual funds and ETFs including the Vanguard Total Stock Market Index Fund (VTSAX and VTI) and Vanguard
- PRMorningstar Introduces Europe Modern Market 50 IndexMorningstar adds to its innovative suite of private market indexes, adding a European version to its modern market series, combining public and private European equity exposure in a single index. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe Modern Market 50 blends the largest and most significant Europe-based publicly listed and late-stage venture-backed private companies into a single index. With companies raising significant capital while staying private longer, the investor opportunity set is expanding beyond public markets, especially in technology-driven ar
- PRPitchBook LCD Introduces Default Predictor, a Forward-Looking Leveraged Loan Default Rate IndicatorNew quantitative research tool delivers a six-month default rate estimate for the US leveraged loan market PitchBook, the leading private capital market intelligence platform, today introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a monthly, forward-looking estimate of the aggregate default rate in the Morningstar LSTA US Leveraged Loan Index. The tool gives credit market participants a clearer view of where leveraged loan default rates may trend over the next six months, helping investors move from reactive analysis to proactive portfolio positioning. As credit markets navigate heightened macroeconomic uncertainty, leveraged loan investors,
- PRPello Companies to Acquire ByAllAccounts from MorningstarThe acquisition of ByAllAccounts will support continued growth and innovation in data aggregation, while Morningstar will remain a committed customer Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for financial applications, from Morningstar, Inc. (NASDAQ:MORN). Upon completion of the transaction, ByAllAccounts will operate as a standalone company. The acquisition is expected to close in the first half of 2026, subject to customary closing conditions. Deal terms are not disclosed. Pello Companies will appoint Cynthia Rojas Seja
- PRMorningstar Announces Winners for the 2026 US Morningstar Awards for Investing ExcellenceInvestment leaders recognized for disciplined performance and investor-first decision making Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent commitment to serving investors' best interests. The 2026 winners are: Outstanding Equity Portfolio Manager: Harry Hartford and Sarah Ketterer, Causeway Capital Outstanding Fixed Income Portfolio Manager: Jerome Schneider, PIMCO Outstanding Allo
- PRMorningstar DBRS Marks 50 Years of Credit Ratings; Advances Global Methodology Program and Asia-Pacific GrowthThis year, Morningstar DBRS, a subsidiary of Morningstar, Inc. (NASDAQ:MORN), commemorates 50 years of delivering independent credit ratings and research to the market, a journey that began in April 1976 when Walter Schroeder founded Dominion Bond Rating Service (DBRS) in Toronto. "From our beginnings in Toronto, Morningstar DBRS has helped shape the Canadian credit markets with rigorous analysis and transparent opinions. That legacy continues as we focus on following our clients and issuance into new asset classes and adjacent markets with the trust of transparent, globally consistent criteria that give investors clarity," said Richard Sibthorpe, Head of Canada and Global Investor Strate
- PRMorningstar, Inc. to Announce First-Quarter 2026 Financial Results on April 29Morningstar, Inc. (NASDAQ:MORN), plans to report its first-quarter 2026 financial results after the market closes on Wednesday, April 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistri
- PRPitchBook Launches Pioneer Certification Program to the PublicNew learning paths empower finance professionals everywhere to build platform proficiency and advance their careers PitchBook, the leading private capital market intelligence provider, today announced that PitchBook Pioneer, its on-demand training and certification program, is now open to everyone — not just PitchBook clients. PitchBook Pioneer features a catalog of self-paced courses and certification programs covering market intelligence, deal sourcing and execution, and a thorough overview of PitchBook's platform capabilities. Upon completing each program, participants earn a certificate they can display on LinkedIn and their resume. PitchBook clients also have access to live training
- PRMorningstar Expands Investment Data Available on Snowflake MarketplaceEquity data and company financials are now live, with additional datasets slated for 2026 Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI Data Cloud company. Morningstar is now delivering additional datasets on Snowflake Marketplace, enabling investment professionals to access trusted Morningstar data directly within their Snowflake environments. Through Snowflake Marketplace, Morningstar is delivering data from Morningstar Licensed Data, Morningstar Indexes, Morningstar Sustainalytics, Morningstar DBRS, and Morningstar Credit Analytics to joint customers via Sno
- SECSEC Form DEFA14A filed by Morningstar Inc.DEFA14A - Morningstar, Inc. (0001289419) (Filer)
- SECSEC Form DEF 14A filed by Morningstar Inc.DEF 14A - Morningstar, Inc. (0001289419) (Filer)
- SECAmendment: SEC Form SCHEDULE 13G/A filed by Morningstar Inc.SCHEDULE 13G/A - Morningstar, Inc. (0001289419) (Subject)
- SECSEC Form DEFA14A filed by Morningstar Inc.DEFA14A - Morningstar, Inc. (0001289419) (Filer)
- SECMorningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- PRPitchBook Earns Spot on G2's 2026 Best Financial Services Software Products ListPitchBook, the leading private capital market intelligence provider, has been named to G2's 2026 Best Software Awards list, ranking sixth in the Best Financial Services Software Products category – up two spots from its 2025 placement. The recognition is determined entirely by verified customer reviews, placing PitchBook among a highly selective group of software providers that have earned the trust of their users. The annual G2 Best Software Awards recognize the world's top software companies and products based on verified user reviews and publicly available market presence data. Just 0.6% of the 175,000+ vendors listed on G2 earned placement across this year's awards. PitchBook earned 5
- PRMorningstar Awards for Investing Excellence UK 2026: Winners AnnouncedMorningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the winners for the Morningstar Awards for Investing Excellence UK 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar's manager research team believes will be able to deliver strong risk-adjusted returns over time. There are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards. "Each year, the Morningstar Awards for Investing Excellence shine a light on the investment strategies and managers that have consistently put investors first. Congratulations to our 20
- SECMorningstar Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- PRMorningstar, Inc. Declares Quarterly Dividend of 50 Cents Per ShareThe board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2026, to shareholders of record as of April 3, 2026. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institu
- PRPitchBook Announces New Essential MCP Integration with Perplexity, Expanding Access to AI-Powered, Verifiable Market IntelligencePerplexity users can now surface PitchBook's industry-trusted firmographic data with full source attribution PitchBook, the leading private capital market intelligence platform, today announced a new partnership with Perplexity, the leading AI-answer engine. Through Perplexity's new PitchBook Essential MCP server, users can now access PitchBook's trusted firmographic intelligence directly within Perplexity's conversational interface. AI adoption continues to accelerate across financial services, but the ability to ask questions and receive answers powered by high-quality, comprehensive data is what drives better decision making and delivers meaningful ROI. PitchBook's AI and machine lea
- PRMorningstar Credit Analytics Launches Credit Models and 'Bring Your Own Loan' AnalysisMorningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ:MORN), today launched a suite of enhancements to its commercial mortgage-backed securities (CMBS) and commercial real estate (CRE) analytics platform, intended to enable issuers and investors to move from raw loan data to defensible credit analysis earlier in the transaction lifecycle. The release represents an expansion of Morningstar Credit Analytics' broader credit modeling framework, designed to support consistent credit analysis across both structured and private credit markets. This launch introduces CMBS Conduit and Agency Multifamily Credit Models alongside the Single-Asset Single Borrower (SASB)
- PRMorningstar Unveils Agenda for 2026 Morningstar Investment ConferenceThe 38th annual conference aims to deliver clarity, perspective, and actionable insights so advisors and investors have nothing standing in the way of their long-term goals Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the agenda for its 38th annual Morningstar Investment Conference, taking place June 17-18, 2026, at Chicago's iconic Navy Pier. Grounded in Morningstar's independent perspective and brought to life by leading voices in the industry, the conference seeks to tackle today's most pressing investment challenges with clear, actionable strategies and timely insights. "This year's agenda is built around the obstacles advis
- PRMorningstar Introduces AI Assistant Built into the Advisor WorkflowThe new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform. The launch reflects a transformation toward an AI-first advisor experience, helping reshape how advisors prepare, respond, and manage client needs across the core stages of investment advice. Direct Advisory Suite's AI assistant is an interactive, AI-powered workspace that brings together investment research
MORN FAQ
7 questionsWhat does Morningstar Inc. do?
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and...Where does MORN stock trade?
Morningstar Inc. (MORN) is listed on NASDAQ.What sector and industry is MORN in?
Morningstar Inc. operates in the Finance sector, Investment Managers industry.When did Morningstar Inc. go public?
Morningstar Inc. (MORN) completed its IPO in 2005.What are analysts saying about MORN?
Morningstar Inc. has had 6 recent analyst actions on file. The most recent action was from Redburn Atlantic: Neutral on 2024-10-09.What companies are similar to MORN?
Notable peers in the same industry include BX (Blackstone Inc.), KKR (KKR & Co. Inc.), APO (Apollo Global Management Inc. (New)), AMP (Ameriprise Financial Inc.), ARES (Ares Management Corporation). Compare MORN side-by-side with any of them on Quantisnow.How can I track MORN on Quantisnow?
Quantisnow aggregates Morningstar Inc.'s SEC filings, analyst ratings, insider transactions, FDA approvals, and press releases the moment they hit the wire (Wall Street's wire, on your screen.). Follow MORN to receive live email and push alerts on every new disclosure.