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 |
Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
4 - Morningstar, Inc. (0001289419) (Issuer)
8-K - Morningstar, Inc. (0001289419) (Filer)
10-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
8-K - Morningstar, Inc. (0001289419) (Filer)
10-Q - Morningstar, Inc. (0001289419) (Filer)
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Morningstar, 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
The 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 [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
Perplexity 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
Morningstar 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)
The 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
The 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
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent insights, today announced a multiyear, nearly $5 million strategic collaboration with the University of Illinois' Gies College of Business that brings real-world investing directly into the classroom and strengthens the Midwest's future finance talent pipeline. The collaboration includes an in-kind contribution from Morningstar that provides students with professional grade access to Morningstar Direct, hands-on training with real investment data used by analysts worldwide, and scholarship support for Gies Business students. As the financial industry evolves amid rapid advances in fintech, data science, and AI, the collabo
PitchBook, the leading private capital market intelligence provider, today released its 2025 US and European editions of the All In: Female Founders in the VC Ecosystem reports, offering a comprehensive analysis of venture capital (VC) activity for companies with at least one female founder. Together, the findings reveal a venture market defined by capital concentration, rising valuations for scaled companies, and an outsized influence from artificial intelligence (AI). Across both regions, 2025 reflected a venture market marked by tighter dealmaking and increased investor focus on mature, scaled companies. Deal counts declined as investors moved away from the rapid post-pandemic pace of
New global survey shows ESG and climate data moving from optional add-ons to core components of investment workflows. Morningstar Sustainalytics, part of Morningstar, Inc. (NASDAQ:MORN), a leading global provider of ESG data, research, and ratings, today released findings from its inaugural State of ESG Data Survey, revealing a financial industry increasingly dependent on actionable sustainability information. Morningstar Sustainalytics clients surveyed cited ongoing challenges around data quality and coverage, increased demand for regulatory-aligned insights and a shift toward forward-looking climate and nature-related analytics. The global quantitative survey collected responses from
Initial reports include a SpaceX analysis and an AI-focused bundle featuring Anthropic, Databricks, OpenAI, SSI, and xAI PitchBook, the leading private capital market intelligence provider, today introduced Late-Stage Company Research, a new coverage area delivering dedicated, ongoing analysis of the world's most influential private companies, beginning with an in-depth analysis of SpaceX and an AI-focused report examining Anthropic, Databricks, OpenAI, SSI, and xAI. Together, these reports apply public-market-style analysis to private companies that now rival public firms in scale and influence, offering clearer insight into performance, positioning, and market impact. After years of p
Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.
4 - Morningstar, Inc. (0001289419) (Issuer)
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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
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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The 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 [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
The 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
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported solid fourth-quarter revenue growth with increases in operating and free cash flows. "Morningstar grew revenue, operating income, and adjusted operating income meaningfully in 2025," said Kunal Kapoor, Morningstar's chief executive officer. "As we kick off 2026, we are using AI to further scale our research and data moat. At the same time, we continue to advance our ambition to become the common language for investors navigating the convergence of public and private markets. From new integrations with leading large language models, including ChatGPT by OpenAI, to the launch of an index suite f
The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar's position as a top-tier global index provider. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, has completed its previously announced acquisition of the Center for Research in Security Prices (CRSP), a premier provider of historical stock market data and indexes, from the University of Chicago, for $365 million, subject to customary adjustments. The acquisition of CRSP brings the CRSP Market Indexes, benchmarks for over $3 trillion in U.S. equities spanning market c
The 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, an increase of approximately 10 percent. The dividend is payable Jan. 30, 2026, to shareholders of record as of Jan. 2, 2026. The 4.5 cent increase from the prior quarterly rate of 45.5 cents per share results in an annualized dividend of $2.00 per share compared with the prior annualized rate of $1.82 per share. Please contact [email protected] with any questions. While subsequent dividends will be subject to board approval, the company expects to pay three additional dividends in 2026: Record Date
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
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