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    Morningstar Inc.

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    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 individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

    IPO Year: 2005

    Exchange: NASDAQ

    Website: morningstar.com

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    Recent Analyst Ratings for Morningstar Inc.

    DatePrice TargetRatingAnalyst
    10/9/2024$340.00Buy → Neutral
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    10/8/2024$390.00Buy
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    8/12/2024$352.00Outperform
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    10/30/2023$320.00Neutral → Overweight
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    • Executive Chairman Mansueto Joseph D gifted 15,000 shares, decreasing direct ownership by 0.16% to 9,412,836 units (SEC Form 4)

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

      6/30/25 5:21:11 PM ET
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    • Executive Chairman Mansueto Joseph D sold $2,999,842 worth of shares (9,792 units at $306.36), decreasing direct ownership by 0.10% to 9,427,836 units (SEC Form 4)

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    • Executive Chairman Mansueto Joseph D sold $3,828,861 worth of shares (12,353 units at $309.95), decreasing direct ownership by 0.13% to 9,437,628 units (SEC Form 4)

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    • CEO Kapoor Kunal was granted 4,985 shares, converted options into 6,667 shares and covered exercise/tax liability with 6,901 shares, increasing direct ownership by 4% to 138,058 units (SEC Form 4)

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    • CAO & PAO Wiersema Conan was granted 407 units of Conmon Stock, converted options into 45 shares and covered exercise/tax liability with 86 shares, increasing direct ownership by 34% to 1,436 units (SEC Form 4)

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    • Director Tsay Caroline J was granted 620 shares and sold $61,968 worth of shares (200 units at $309.84), increasing direct ownership by 11% to 4,345 units (SEC Form 4)

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    • Director Francis Cheryl A was granted 620 shares, increasing direct ownership by 2% to 35,790 units (SEC Form 4)

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    • Director Landis Gail S was granted 620 shares, increasing direct ownership by 11% to 6,069 units (SEC Form 4)

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    • Morningstar downgraded by Redburn Atlantic with a new price target

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    • Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share

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    • Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets

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    • Morningstar, Inc. to Announce First-Quarter 2025 Financial Results on April 30

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    • Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share

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    • Morningstar Unveils Agenda for 2025 Morningstar Investment Conference

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    • SEC Form SC 13G filed by Morningstar Inc.

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    • Amendment: SEC Form SC 13G/A filed by Morningstar Inc.

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    • Amendment: SEC Form SC 13G/A filed by Morningstar Inc.

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    • SEC Form SC 13G/A filed by Morningstar Inc. (Amendment)

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    • SEC Form SC 13G/A filed by Morningstar Inc. (Amendment)

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    • Morningstar Sustainalytics and Morningstar Indexes Align to Strengthen Morningstar's ESG Offering

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    • Winners Announced for 2021 Morningstar Awards for Investing Excellence

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    • Morningstar, Inc. Reports First-Quarter 2025 Financial Results

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    • Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share

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    • Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX

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      Finance
    • Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2024 Financial Results

      Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating and free cash flow, with fourth-quarter revenue increasing 9.7%, or 10.6% on an organic basis. "We finished 2024 strongly by executing on themes such as the convergence of public and private markets and using AI to transform client workflows," said Kunal Kapoor, Morningstar's chief executive officer. "Recent product enhancements include PitchBook's integration of aftermarket equity research and introduction of an improved research center experience, and the January launch of the Direct Advisory Suite, which expands our

      2/26/25 4:15:00 PM ET
      $MORN
      Investment Managers
      Finance
    • Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share

      The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3%, increase from the prior quarterly rate of 40.5 cents per share results in an expected annualized dividend of $1.82 per share compared with the prior annualized rate of $1.62 per share. While subsequent dividends will be subject to board approval, the company expects to pay three additional dividends in 2025: Record Date   Payable Date April 4, 2025   April 30, 2025 July 11, 2025

      12/6/24 4:15:00 PM ET
      $MORN
      Investment Managers
      Finance
    • Morningstar, Inc. Reports Third-Quarter 2024 Financial Results

      Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. "Morningstar Credit led the way in the quarter with additional contributions from across the business supporting revenue and profit growth," said Kunal Kapoor, Morningstar's chief executive officer. "Our diverse portfolio continues to present opportunities for innovation and durable growth, including those arising from the accelerated convergence of public and private markets." The Company's quarterly shareholder letter provides more context on its quarterly results and business performance and can be found at sharehold

      10/23/24 4:15:00 PM ET
      $MORN
      Investment Managers
      Finance
    • Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share

      The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2024, to shareholders of record as of Oct. 4, 2024. Please contact [email protected] 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 solutions that serve a wide range of market participants, including individual and institutional investors in public and private capit

      9/18/24 4:15:00 PM ET
      $MORN
      Investment Managers
      Finance
    • Morningstar, Inc. Reports Second-Quarter 2024 Financial Results

      Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted double-digit second-quarter revenue growth while expanding operating margins. "Led by Morningstar Credit's strength across regions and asset classes, we finished the first half of 2024 on a high note," said Kunal Kapoor, Morningstar's chief executive officer. "We remain focused on durable growth in adjusted operating income. Our teams are delivering product enhancements to customers, including the addition of collateralized loan obligation data to PitchBook, and the integration of our Intelligence Engine into Advisor Workstation, which will allow advisors to further automate client workflows."

      7/24/24 4:15:00 PM ET
      $MORN
      Investment Managers
      Finance
    • Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share

      The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2024, to shareholders of record as of July 12, 2024. Please contact [email protected] 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 solutions that serve a wide range of market participants, including individual and institutional investors in public and private c

      6/18/24 4:15:00 PM ET
      $MORN
      Investment Managers
      Finance