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
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 10/9/2024 | $340.00 | Buy → Neutral | Redburn Atlantic |
| 10/8/2024 | $390.00 | Buy | UBS |
| 8/12/2024 | $352.00 | Outperform | BMO Capital Markets |
| 10/30/2023 | $320.00 | Neutral → Overweight | Redburn Atlantic |
| 1/11/2023 | Buy → Neutral | Redburn | |
| 9/20/2022 | Neutral → Buy | Redburn |
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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
Morningstar Retirement, part of Morningstar, Inc. (NASDAQ:MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement offerings to employers through Pooled Employer Plans (PEPs). Morningstar Retirement's advisor managed accounts service will be integrated into NPPG's PEP offerings, bringing personalization at scale to retirement plans traditionally out of reach for small and mid-sized employers. "High-quality, personalized retirement plans w
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), plans to report its third-quarter 2025 financial results after the market closes on Wednesday, Oct. 29, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]. 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, institutional investors in the debt and private capital markets, and alliances and re
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
The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2025, to shareholders of record as of Oct. 3, 2025. 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 services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutio
Morningstar's fourth annual global asset owner survey finds a rethink on asset allocation amid changing global landscape, continued innovation in climate investing and a push for more direct engagement Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today published findings from its fourth annual Voice of the Asset Owner survey, showing a rethink on asset allocation, growing differences in ESG approaches and environments around the world, further progress and innovation in climate-related investing and a push for more standardized and higher quality ESG indexes, data and investment tools. The global quantitative survey, conducted by Morningstar In
Morningstar and PitchBook combine industry leading index expertise and private market intelligence to help investors bridge the public-private market gap. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent insights and index solutions, has introduced the Morningstar PitchBook US Modern Market 100 Index (‘Modern Market 100'). With the growth of private capital markets, this new benchmark is the first to bridge public and private equity exposure in a single index. The index provides a unified framework to benchmark performance and serves as the basis for investable products. Unlike traditional benchmarks capturing only publicly listed companies, the Modern Market 100 blend
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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
Redburn Atlantic upgraded Morningstar from Neutral to Overweight and set a new price target of $320.00
Redburn downgraded Morningstar from Buy to Neutral
Redburn upgraded Morningstar from Neutral to Buy
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4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
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Live Leadership Updates
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
Two of Morningstar's fastest-growing product areas will together accelerate the company's ESG data, indexes, ratings, and research expansion CHICAGO, June 13, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced that it will align the Morningstar Sustainalytics and Morningstar Indexes product areas under Morningstar Indexes President Ron Bundy. The move emphasizes Morningstar's ESG market leadership position and enhances its ability to comprehensively meet the evolving needs of investors. Morningstar provides a full suite of traditional and ESG market data and indexes, as well as ESG ratings and research, across multipl
CHICAGO, June 21, 2021 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today announced winners of the 2021 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and up-and-coming managers, who demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors. Morningstar selects leaders in three categories: Outstanding Portfolio Manager, Exemplary Stewardship, and Rising Talent. The winners will be featured on CNBC's "Power Lunch" program today and throughout the week. "Our 2021 winners represent the best in th
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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
The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2025, to shareholders of record as of Oct. 3, 2025. 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 services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutio
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted second-quarter revenue growth with increases in operating and adjusted operating income and margins. "PitchBook, Morningstar Direct Platform, and Morningstar Credit led the way in the second quarter, contributing to solid growth," said Kunal Kapoor, Morningstar's chief executive officer. "Our teams remain focused on delivering insights and experiences that make us essential to the investor workflow. In recent weeks, we enhanced Direct Advisory Suite with data on 1,000 private funds and improved screening tools, expanded CLO holdings and trade data in PitchBook, and published The State of Semiliq
The board of directors of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2025, to shareholders of record as of July 11, 2025. 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 services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institut
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, posted first-quarter revenue growth with increases in operating and adjusted operating income and margins. The Company also accelerated its stock repurchases in the quarter. "Growth in PitchBook and Morningstar Credit contributed to a strong start to 2025," said Kunal Kapoor, Morningstar's chief executive officer. "We are supporting their growth and expanding our private credit and structured finance offerings with the acquisitions of Lumonic and DealX. While we remain focused on generating durable growth, the recent market volatility and increased economic uncertainty have caused us to be more cautious
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, consistent with the dividend paid in January. The dividend is payable April 30, 2025, to shareholders of record as of April 4, 2025. 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 services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institu
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the acquisitions of Lumonic Inc., a private credit portfolio monitoring and management platform, and Dealview Technologies Limited (DealX), a provider of standardized U.S. commercial mortgage-backed security (CMBS) and global collateralized loan obligation (CLO) data. These acquisitions will strengthen Morningstar's private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to institutional investors and asset managers. The Lumonic acquisition closed on March 3, 2025, and the DealX acquisition closed
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
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