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News · 26 weeks92-7%
2026-04-192026-10-11
Mix4390d
- Other21(49%)
- Insider14(33%)
- SEC Filings5(12%)
- Dividends2(5%)
- Earnings1(2%)
Latest news
25 items- PRPitchBook Launches an Agentic Platform Assistant and New PitchBook Data MCP to Meet Investors' Rapidly Evolving Workflow NeedsPitchBook AI automates and schedules repeatable workflows within PitchBook, while PitchBook Data MCP brings PitchBook’s proprietary intelligence natively into investors' own systems PitchBook, a leading private capital market intelligence provider, today announced two new capabilities at TechCrunch Disrupt that improve how investors access and act on its data: new skills and agentic functionality within PitchBook AI, and PitchBook Data MCP, a new way to bring PitchBook's intelligence data natively into the systems investors already use, including the AI agents they build themselves. The announcements mark the next phase of innovations from PitchBook, designed to address how investors ar
- PRRetail Trading Platforms Post Record Quarters as Investor Apps MultiplyVANCOUVER, BC, Oct. 10, 2026 /CNW/ -- Wall Street Investor News Commentary - Four publicly listed retail investing platforms now report more than 41 million funded accounts between them, and two of them reported record quarters this summer. The pattern is the same across all of them: more people are managing their own money from a phone, and the platforms competing for them are adding research, data and AI tools alongside the trade button. Active Companies from around the markets include: Robinhood Markets, Inc. (NASDAQ:HOOD), Webull Corporation (NASDAQ:BULL), Futu Holdings Limited (NASDAQ:FUTU), eToro Group Ltd. (NASDAQ:ETOR), Morningstar, Inc. (NASDAQ:MORN).Not every investor needs a broke
- PRMorningstar Launches Direct AI, an Agentic Platform Built on Independent InsightsThe transformed Morningstar Direct experience includes an all-new interface and purpose-built agents that are designed to help clients answer complex, high-value questions and reach decisions with greater clarity and confidence. Morningstar, Inc., a leading provider of independent investment insights, today launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professionals to uncover insights, explore opportunities, and perform analysis that was previously fragmented across tools, dependent on institutional knowledge, or required considerable manual workarounds. "AI and
- PRMorningstar Wealth and Envestnet Expand Advisor Access to Public and Private MarketsMorningstar Public/Private Select Series combines Morningstar Wealth's portfolio construction and due diligence with streamlined implementation through Envestnet Morningstar (NASDAQ:MORN) today announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet, giving financial advisors a streamlined way to implement professionally constructed portfolios spanning public and private markets. Announced earlier this year, the Morningstar Public/Private Select Series was developed by Morningstar Wealth in collaboration with Apollo, Franklin Templeton and J.P. Morgan Asset Management to bring complementary public and private mark
- PRAdvisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor StudyAdministrative demands, harder-to-explain investments, and growing client expectations continue to compete for advisors’ time despite rapid AI adoption. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third installment in the 2026 Morningstar Investor Perspectives series. Following research on retail investors and asset owners, the study provides new insight into how advisors are responding to AI adoption, rising client expectations, and market uncertainty. The findings reveal a growing paradox: advisors are embracing AI at pace, but many still feel they lack sufficient t
- INSIDERLarge owner Mansueto Daniel disposed of 657,779 shares (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERNew insider Mansueto Daniel claimed ownership of 3,925,077 shares (SEC Form 3)3 - Morningstar, Inc. (0001289419) (Issuer)
- PRMorningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment DonationCompany strengthens its long-term commitment to Chicago through new global headquarters, the city's largest downtown lease in 2026 to date, and a five-year, $5 million philanthropic initiative supporting financial security and career advancementMorningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5 million in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's economic vitality, workforce development, and long-term growth.Kunal Kapoor, CEO of Mor
- PRMorningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28Morningstar, Inc. (NASDAQ:MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.About MorningstarMorningstar, 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 redistributors.
- SECSEC Form 8-K filed by Morningstar Inc.8-K - Morningstar, Inc. (0001289419) (Filer)
- PRPitchBook Releases Next Set of Late-Stage Company Research Covering Prediction MarketsPitchBook adds Kalshi and Polymarket to its late-stage company research coverage PitchBook, the leading private capital market intelligence platform, today announced Kalshi and Polymarket as its next set of late-stage company research, delivering dedicated, ongoing analysis of the world’s most influential private companies. The research assesses the companies’ relative competitive positions, their ability to build durable, profitable prediction-market businesses, and their readiness for public-market scrutiny. PitchBook Senior Research Analyst, Private Company Coverage, Franco Granda developed company-specific financial models through 2030 linking trading activity and product mix to fee
- PRMorningstar Completes Quarterly Reconstitution for Morningstar Market IndexesSpaceX joins index, micro-cap and value gain ground, and concentration remains elevated, headlining a quarter showcasing the ability of the Morningstar Market Indexes to evolve with changing markets, maintaining the most comprehensive, efficient, accurate representation of the entire investable U.S. equity market Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Market Indexes. Conducted quarterly to reflect changes across the U.S. equity market, the reconstitution helps ensure the indexes continue to serve as robust, representative, and investable benchmarks for invest
- PRMorningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry TrendsTenth annual study evaluates leading HSA providers, highlighting continued asset growth, falling fees, and evolving investment offerings Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing insights, today published its 10th annual Health Savings Account (HSA) Landscape Report, offering an 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 research examines a rapidly maturing HSA industry marked by continued asset growth, lower fees, expanding investment options, and increasing acc
- 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 July. The dividend is payable Oct. 30, 2026, to shareholders of record as of Oct. 2, 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, institutiona
- PRPitchBook Named to 2026 Top 100 Inspiring Place to Work Lists for Global and North America, Marking Consecutive-Year RecognitionPitchBook, the leading private capital market intelligence platform, today announced it has been named a 2026 Top 100 Global Inspiring Place to Work by Inspiring Workplaces Group (IW) for the second consecutive year. The company was also named a 2026 Top 100 Inspiring Place to Work in North America for the third consecutive year, ranking 41st on the list. The Global Top 100 list recognizes the highest-scoring organizations across all IW regions, including Africa, Asia, Australasia, Europe, Latin America, Middle East, North America, and the UK. The awards honor companies that build trust and purpose to create environments where people can thrive. It evaluates organizations across six pilla
- PRLumonic Launches Self-Monitoring Portfolio, Lumonic 12.0New platform architecture enables firms to direct Lumonic using natural-language instructions, beginning with automated data extraction from portfolio company and borrower documentsLumonic, a PitchBook company, today launched Lumonic 12.0, a platform update that enables firms to direct Lumonic using natural-language instructions. The platform update ensures governance and traceability by recording every action an agent takes, requiring human approval before any data is written, and tracing every value back to its source document. The release begins with data extraction, which reads documents from portfolio companies and borrowers and converts them into structured, source-traceable data autom
- PRMorningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks RiseFindings show that global asset owners increased exposure to U.S. assets and private markets while identifying generative artificial intelligence, inflation, and energy and supply chains as leading investment concerns. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey. Lindsey Stewart, director of institutional insights at Morningstar, said: "Asset owners are navigating a market increasingly shaped by artificial intelligence. They are weighing innovation opportunities against higher valuations, sector and geographic concentration, environmental and social impacts, and governance concer
- PRMorningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market RealityThe U.S. brand campaign brings Morningstar’s "Nothing in your way" message to life through a playful, game-inspired world designed to connect investor barriers to the company’s Data, Credit Ratings, Indexes, and Investments solutions Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing insights, today launched Game On, a U.S. brand campaign about a complex challenge facing investors: public and private markets are blurring, putting a premium on clarity across both. Private companies are taking longer to go public, with the median age increasing nearly 60% since 2014, private credit is moving into the mainstream, and semiliquid funds are growing strategies for more
- PRPitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial ServicesTeams using ChatGPT for Financial Services can access PitchBook's expanded firmographic dataset through the Essential connector PitchBook, the leading private capital market intelligence platform and a business unit of Morningstar (NASDAQ:MORN), today announced it is now a data partner for ChatGPT for Financial Services. ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra’s reasoning to help teams develop research, financial models, and client materials in their firm’s formats. Through PitchBook's expanded Essential dataset, teams using ChatGPT for Financial Services can access firmographic data on companies, investors, an
- INSIDERCAO & PAO Wiersema Conan covered exercise/tax liability with 29 shares, decreasing direct ownership by 0.94% to 3,068 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERChief Financial Officer Holt Michael covered exercise/tax liability with 54 shares, decreasing direct ownership by 0.44% to 12,272 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- PRMorningstar’s AI Academy Earns Multiple Brandon Hall Group™ HCM Excellence Awards®Enterprise-wide AI learning program recognized for custom content, learning strategy, and innovative use of AI in workforce development Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing insights, today announced that its AI Academy has received three Brandon Hall Group™ HCM Excellence Awards®: a Gold Award for Best Custom Content and Silver Awards for Best Learning Strategy and Best Use of AI for Learning. The Brandon Hall Group™ HCM Excellence Awards® recognize organizations that successfully develop and deploy programs, strategies, technologies, and solutions that deliver measurable business results and advance excellence in human capital management. Morni
- INSIDERLarge owner Mansueto Daniel disposed of 376,969 shares (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)
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 2026-10-02 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.