SEC Form 10-Q filed by Morningstar Inc.

8-K - Morningstar, Inc. (0001289419) (Filer)

8-K - Morningstar, Inc. (0001289419) (Filer)

10-Q - Morningstar, Inc. (0001289419) (Filer)

New indexes deliver a full-service solution—integrating ratings, research, and private market data—to bring transparency and structure to a complex and fast-growing segment of the private markets. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent insights, today announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes. With the full suite expected to become available in Q1 2026, these indexes will offer investors comprehensive peer group benchmarks designed to measure the performance of nontraded "semiliquid" or "evergreen" funds. Spanning multiple asset classes through subindexes across private equity, private debt, real estate, infrastructure

Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported third-quarter revenue growth with increases in operating and adjusted operating income and margins. "Morningstar Credit delivered a standout quarter driven by strong performance across asset classes and regions, while Morningstar Direct Platform and PitchBook also contributed meaningfully to consolidated growth," said Kunal Kapoor, Morningstar's chief executive officer. "We continue to lay the foundation for durable growth with our planned acquisition of the Center for Research in Security Prices, which will position us as one of the largest index providers for public US equity index funds and

Morningstar DBRS brings global credibility and local insight to Australia's credit ratings market Morningstar DBRS, one of the four largest credit rating agencies globally, today announced its official entry into the Asia Pacific region with a new regional hub in Australia. Morningstar DBRS' strategic expansion builds on the Canada-founded agency's 50-year track record in rating borrowers around the world and its commitment to advancing transparency, and investor choice in credit ratings across the region. Morningstar DBRS has been rating international offerings of Asia Pacific issuers for around 25 years, and the Sydney office will bring its full range of services closer to clients and

Redburn Atlantic downgraded Morningstar from Buy to Neutral and set a new price target of $340.00

UBS initiated coverage of Morningstar with a rating of Buy and set a new price target of $390.00

BMO Capital Markets initiated coverage of Morningstar with a rating of Outperform and set a new price target of $352.00

4 - Morningstar, Inc. (0001289419) (Issuer)

4 - Morningstar, Inc. (0001289419) (Issuer)

4 - Morningstar, Inc. (0001289419) (Issuer)

Semrush Holdings, Inc. (NYSE:SEMR), a leading online visibility management SaaS platform, appointed Caroline Tsay to its Board as an independent director effective May 1, 2025. Ms. Tsay will become the ninth director of the Board. "We are delighted to have Caroline join our Board," said CEO of Semrush, Bill Wagner. "Caroline brings a wealth of highly relevant technology, product, and marketing expertise to our Board. Caroline's growth mindset and her extensive experience as a public company director will enrich the conversations we have in the boardroom." "I'm thrilled to join the Board of Semrush at such an exciting time for the Company, as it accelerates innovation at the intersection o

Morningstar, Inc. (NASDAQ:MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective January 1, 2025. The company previously announced that Jason Dubinsky would step down at the end of the year and assume a consulting role through a transition period. Reporting to chief executive officer Kunal Kapoor, Holt will lead and oversee Morningstar's global finance organization. He has served as Morningstar's chief strategy officer for the past seven years and, in 2023, was also named president of the Research and Investments group, overseeing the 400-person team responsible for Morningstar's rigorous, independ

The suite of APIs combines Morningstar's IP with powerful front-end functionality, empowering firms to innovate their digital investment capabilities CHICAGO, Dec. 13, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the launch of Direct Web Services, a collection of application programming interfaces (APIs) that packages Morningstar's data, research, and calculation engines for financial services firms to use in their own digital solutions. Direct Web Services is complemented by a newly created global network of certified partners to seamlessly integrate API functionality for firms developing sophisticated websites

Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported third-quarter revenue growth with increases in operating and adjusted operating income and margins. "Morningstar Credit delivered a standout quarter driven by strong performance across asset classes and regions, while Morningstar Direct Platform and PitchBook also contributed meaningfully to consolidated growth," said Kunal Kapoor, Morningstar's chief executive officer. "We continue to lay the foundation for durable growth with our planned acquisition of the Center for Research in Security Prices, which will position us as one of the largest index providers for public US equity index funds and

Ninth annual study evaluates 11 leading providers, highlighting industry growth amid policy changes and improved offerings Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today published its ninth annual Health Savings Account (HSA) Landscape Report, offering an in-depth analysis of industry trends and assessments of the top HSA providers available to individuals. The report evaluates 11 providers on two use cases: as spending accounts for current medical costs and as long-term investment accounts. The report delves into how new developments – such as the passing of the One Big Beautiful Bill Act and advancements in artificial intelligence – could

Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced it has entered into an agreement to acquire the Center for Research in Security Prices (CRSP), a premier provider of historical stock market data and indexes, from the University of Chicago, for $375 million. Upon closing, this strategic move will redefine Morningstar's position in the market, catapulting it to one of the largest index providers for public US equity index funds. As part of the transaction, Morningstar will acquire the CRSP Market Indexes, which are the benchmarks for more than $3 trillion in US equities across market capitalizations, investment styles, and sectors, prov

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