Price$172.50-5.45 (-3.06%)
01:30 PM07:45 PM
News · 26 weeks91-25%
2026-01-182026-07-12
Mix4990d
- Other22(45%)
- Insider18(37%)
- SEC Filings6(12%)
- Dividends2(4%)
- Leadership1(2%)
Latest news
25 items- PRPitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026PitchBook, a leading private capital market intelligence platform, today announced it has been named "Best Alternative Data Provider" in the Waters Technology Rankings 2026. The award, presented by Waters Technology, a leading publication covering financial technology and data for global capital markets, was decided by crowd-sourced votes from industry professionals across the capital markets technology sector. The Waters Technology Rankings recognize service providers that best serve the needs of financial professionals across data, technology and infrastructure. Winners were officially announced on July 1 at the Waters Technology Risk & Markets Show in London. "This recognition reflec
- PRMorningstar Announces New London OfficeMorningstar (NASDAQ:MORN) today announced it will relocate its London operations to One Millennium Bridge, bringing colleagues from across Morningstar and PitchBook, a Morningstar company, together in one location. Following a rigorous evaluation process conducted with CBRE, Morningstar plans to occupy approximately 75,000 square feet in the building, with plans to move in June 2027. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260714988332/en/Morningstar’s new office at One Millennium Bridge, by St Paul’s, London. The new office has been selected to support the way colleagues work today, providing a modern, well-connected wor
- PRPitchBook’s VC Exit Predictor Now Forecasts When Companies Will ExitThe new Time to Exit tool uses machine learning to predict the likelihood that a VC-backed company will exit within one, three, or five years PitchBook, the leading private capital market intelligence platform, today announced the launch of Time to Exit, a new predictive tool within its VC Exit Predictor that forecasts when a venture-backed company is likely to exit. Powered by machine learning, Time to Exit estimates the probability of a successful exit within one, three, or five years, bringing timing intelligence to a question that has long relied on manual modeling or instinct. The tool arrives as venture exits rebound from a prolonged drought — IPOs are returning and M&A is picking u
- PRMorningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29Morningstar, Inc. (NASDAQ:MORN), plans to report its second-quarter 2026 financial results after the market closes on Wednesday, July 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
- SECMorningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- PRMorningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise WorkflowsMorningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar’s trusted investment intelligence directly into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems, enabling investment professionals to access Morningstar’s analyst-driven insights and investment data within the tools they already use for research, analysis, and client servicing. Together, these capabilities are designed to help reduce the gap between data and decision-making by embedding trusted investment intel
- PRPitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in ExcelNew integrations bring trusted private market intelligence directly into Microsoft 365 and Excel workflows PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot — including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite. Through this collaboration, enterprise teams can access and apply PitchBook data within Microsoft 365 Copilot, combinin
- PRMorningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market.Morningstar Houlihan CLO Indexes, to be introduced later this year, are designed to improve transparency and consistency in rapidly growing but still underserved market for CLO indexes, data, and research. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights and market data, today announced a strategic collaboration with leading global investment bank Houlihan Lokey (NYSE:HLI) to develop a new suite of daily valuation indexes to help investors measure and invest in collateralized loan obligations (CLOs).Through this new initiative, Morningstar Indexes will work with Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services team to develop the Morningst
- PRMorningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and VeridionDataset is designed to translate asset-level climate hazards into risk metrics for investors Morningstar Sustainalytics, a leading provider of sustainable investing research, ratings, and data, today announced it is collaborating with XDI (Cross Dependency Initiative), physical climate risk specialists, and Veridion, an AI-powered business data platform to further develop its physical climate risk product for asset managers and asset owners. This development intends to address a key gap in existing climate risk tools by seeking to translate physical hazard exposure into financially relevant insights. While the industry has made progress in identifying which assets face exposure to flood
- 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 April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 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, institutio
- PRStepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets IntelligenceNow generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure NEW YORK, June 17, 2026 (GLOBE NEWSWIRE) -- StepStone Group (NASDAQ:STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (NASDAQ:MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms' May 2026 partners
- PRMorningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model PortfoliosLaunching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction Morningstar (NASDAQ:MORN) today announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets. Objective Portfolio Construction Meets Institutional Capabilities Morningstar Public/Private Select Series will bring together: Morningstar Wealth's asset allocation, manage
- PRPitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI AuditabilityPitchBook's data powers Samaya AI's Expert AI Agent Platform — delivering accurate, auditable private market insights into a single workflow PitchBook, the leading private capital market intelligence platform, today announced a premium partnership with Samaya AI, the Expert AI Agent Platform for financial services. PitchBook's trusted data is now natively integrated into Samaya AI through Q&A prompts and agent workflows, so investment professionals can access private market intelligence where they already work, with no platform-switching required. The integration pairs the breadth of PitchBook's data on private companies, investors, deals, and funds with Samaya AI's leading system of la
- PRMorningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses SteamLatest State of Semiliquid Funds points to signs of a maturing market and highlights the importance of investor understanding as private market access expands. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today released "The State of Semiliquid Funds 2026," highlighting a rapidly evolving market approaching $600 billion in assets that is entering a new phase as investor demand shifts and key risks become more apparent. The report finds that semiliquid, or "evergreen," fund assets have more than doubled since 2022, following several years of growth fueled by private credit. More recently, however, demand for credit strategies has cooled sharply,
- PRPitchBook Wins Lattice's 2026 Performance Impact AwardPitchBook, the leading private capital market intelligence platform, has been named the winner of the Performance Impact Award at Lattice's 2026 People Success Awards, presented at Lattiverse, Lattice's annual people success conference. The award recognizes organizations whose people strategy directly impacts business performance and drives lasting success. PitchBook was selected for its work redesigning talent and performance processes to build a culture of continuous, high-quality feedback – connecting performance conversations to employee development and business outcomes. The results included review completion rates rising from 65% to over 90% in a single quarter, with 80% of employee
- PRCME Group and Morningstar Announce Exclusive Index Derivatives Licensing AgreementCHICAGO, June 10, 2026 /PRNewswire/ -- CME Group, the world's leading derivatives marketplace, along with Morningstar, a leading provider of independent investment insights, today announced that they have entered into a multi-year licensing agreement for CME Group to launch derivatives products based on key Morningstar equity index benchmarks, including the Morningstar US Total Market, Large Cap, Large Cap Value, Large Cap Growth, Mid Cap, and Small Cap Indexes. Through this exclusive agreement, CME Group will offer derivatives on the Morningstar Market Indexes, currently rebranding from CRSP, for the first time, enabling clients to utilize derivatives based on the indexes which underpin ove
- PRPitchBook Announces New Premium Connector Integration with Harvey, Bringing Private Market Intelligence Into AI-Native Legal and Deal WorkflowsDeal teams and legal advisors can access PitchBook's trusted private market data directly within Harvey PitchBook, the leading private capital market intelligence platform, today announced a premium partnership with Harvey, the leading AI platform for legal and professional services, to bring trusted private capital market data directly into legal and deal workflows. Through the PitchBook Premium Connector — built on the Model Context Protocol (MCP) — licensed users can retrieve PitchBook's trusted data on private companies, deals, funds, and investors directly inside Harvey using natural language prompts. By connecting PitchBook to Harvey, mutual customers can now access that data within
- PRMorningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS AnalyticsNew integration enables licensed users to query live deal-level credit intelligence within Anthropic's Claude using natural language Morningstar Credit Analytics (MCA), a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ:MORN), today announced a new AI integration designed to enable licensed users to access Morningstar Credit Analytics' commercial real estate (CRE) and commercial mortgage-backed securities (CMBS) data directly within Anthropic's Claude. By integrating via Model Context Protocol (MCP), analysts can query live loan- and deal-level data using natural language questions within their AI workflows. As AI interfaces become a primary entry point for financial research, gover
- INSIDERDirector Lyons William M sold $125,300 worth of shares (700 units at $179.00), decreasing direct ownership by 5% to 13,904 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- PRMorningstar Shares Perspective from Global Asset OwnersContinued commitment to U.S. markets despite policy uncertainty, concerns around market concentration, calls for better climate tools and caution around AI come to the forefront in recent conversations. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today shares results from the qualitative phase of its Asset Owner Perspectives Survey. The findings were taken from interviews with 25 of the largest institutional asset owners from North America, Europe and Asia-Pacific. These individual discussions, conducted by Morningstar Indexes and Morningstar Sustainalytics in March and April 2026, are designed to check the pulse of the global asset owner comm
- INSIDERExecutive Chairman Mansueto Joseph D sold $1,651,985 worth of shares (9,520 units at $173.53) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,043,492 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- SECMorningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- INSIDERExecutive Chairman Mansueto Joseph D sold $3,718,526 worth of shares (21,228 units at $175.17) as part of a pre-agreed trading plan, decreasing direct ownership by 0.26% to 8,053,012 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- PRMorningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit AnalyticsMorningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ:MORN), today launched Corporate Credit Analytics, a new set of tools designed to bring greater transparency and consistency to private credit analysis. "Private credit decisions are still shaped by incomplete and inconsistent information. That distortion makes it harder to compare risk and defend decisions," said Brian Grow, president of Morningstar Credit Analytics. "Corporate Credit Analytics replaces public-market comparisons with aggregated private‑company data. Credit teams can now have a common, data-driven, and defensible framework to help evaluate and benchmark borrower performance, from initial u
MORN FAQ
8 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.Does MORN pay a dividend?
MORN's most recent ex-dividend date was 2026-07-10 with a cash dividend of $0.50 per share. No future ex-date is on file yet.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.