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MORN

Morningstar Inc
GICS: Consumer Discretionary · SECTOR: EQTY · SUB-SECTOR: Financial Data & Stock Exchanges · THEMEFOLIO: $TF-53
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Mi., 24.06.2026       Morningstar

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 thi...
Mi., 24.06.2026       Morningstar

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 owne...
Do., 18.06.2026       Morningstar

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 April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact investors@morningstar.com with...
Mi., 17.06.2026       Morningstar

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...
Di., 16.06.2026       Morningstar

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 intelli...
Di., 16.06.2026       Morningstar

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 “ev...
Do., 11.06.2026       Morningstar

PitchBook, 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 lastin...
Mi., 10.06.2026       Morningstar

CHICAGO, 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, inc...
Do., 04.06.2026       Morningstar

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)...
Do., 04.06.2026       Morningstar

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 M...
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Mi., 27.05.2026       Morningstar

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, condu...
Mi., 20.05.2026       Morningstar

Morningstar 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...
Fr., 08.05.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced a new integration with Perplexity that broadens access to Morningstar and PitchBook data, research, and intelligence through Perplexity’s AI platfo...
Mi., 29.04.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported increased revenues in the first quarter of 2026 with sustained momentum in profitability growth. “In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding...
Mi., 29.04.2026       Morningstar

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, has reached a new milestone in its previously completed acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago, announcing the rebrand of the CRSP Market Indexes to reflect the Morningstar brand. The CRSP Market Index...
Do., 23.04.2026       Morningstar

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe Modern Market 50 blends the largest and most significant Europe-based publicly listed and late-stage venture-backed private companies into a single index. With companies rais...
Do., 23.04.2026       Morningstar

PitchBook, the leading private capital market intelligence platform, today introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a monthly, forward-looking estimate of the aggregate default rate in the Morningstar LSTA US Leveraged Loan Index. The tool gives credit market participants a clearer view of wher...
Do., 09.04.2026       Morningstar

Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for financial applications, from Morningstar, Inc. (Nasdaq: MORN). Upon completion of the transaction, ByAllAccounts will operate as a stand...
Mi., 08.04.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent...
Di., 07.04.2026       Morningstar

This year, Morningstar DBRS, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), commemorates 50 years of delivering independent credit ratings and research to the market, a journey that began in April 1976 when Walter Schroeder founded Dominion Bond Rating Service (DBRS) in Toronto. “From our beginnings in Toronto, Morningstar DBRS has helped sha...
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Mo., 06.04.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2026 financial results after the market closes on Wednesday, April 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 provid...
Mi., 01.04.2026       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird ex Dividende/Zinsen gehandelt am 02.04.2026 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its ex-dividend/interest day on 02.04.2026...
Di., 31.03.2026       Morningstar

PitchBook, the leading private capital market intelligence provider, today announced that PitchBook Pioneer, its on-demand training and certification program, is now open to everyone — not just PitchBook clients. PitchBook Pioneer features a catalog of self-paced courses and certification programs covering market intelligence, deal sourcing and ex...
Di., 31.03.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI Data Cloud company. Morningstar is now delivering additional datasets on Snowflake Marketplace, enabling investment professionals to access trusted Morningstar data directly...
Fr., 20.03.2026       Morningstar

PitchBook, the leading private capital market intelligence provider, has been named to G2’s 2026 Best Software Awards list, ranking sixth in the Best Financial Services Software Products category – up two spots from its 2025 placement. The recognition is determined entirely by verified customer reviews, placing PitchBook among a highly selective g...
Fr., 20.03.2026       Morningstar

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 del...
Fr., 13.03.2026       Morningstar

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 investors@morningstar.com w...
Do., 12.03.2026       Morningstar

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 contin...
Do., 12.03.2026       Morningstar

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...
Di., 10.03.2026       Morningstar

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 confere...
Mo., 09.03.2026       Morningstar

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 cor...
Do., 05.03.2026       Morningstar

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 i...
Do., 05.03.2026       Morningstar

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 b...
Di., 03.03.2026       Morningstar

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 on...
Di., 03.03.2026       Morningstar

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...
Do., 19.02.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, has appointed Scott Brown as President, Direct Platform, effective March 2, 2026. Brown will lead Morningstar’s largest business segment and a core growth engine, with flagship products such as Morningstar Direct, Morningstar Data, and Direct Advisory Suite (th...
Do., 19.02.2026       Morningstar

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broad...
Do., 12.02.2026       Morningstar

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 k...
Mo., 02.02.2026       Morningstar

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 a...
Di., 20.01.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2025 financial results after the market closes on Thursday, Feb. 12, 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 l...
Do., 15.01.2026       Morningstar

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook GenAI 20 Index. This first-of-its-kind benchmark is designed to deliver exposure to pure-play GenAI companies, tracking eligible names throughout their entire lifecycle as they transition from private markets through p...
Mi., 14.01.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA’s Private Investor Index Series and Equity R...
Di., 13.01.2026       Morningstar

The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of...
Mo., 05.01.2026       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Anne Bramman has been elected to Morningstar’s board of directors. Bramman currently serves as a board director and audit committee chair at McCormick & Company and as a senior advisor at Boston Consulting Group. Prior to her current...
Do., 01.01.2026       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird ex Dividende/Zinsen gehandelt am 02.01.2026 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its ex-dividend/interest day on 02.01.2026...
Mi., 31.12.2025       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird cum Dividende/Zinsen gehandelt am 31.12.2025 und ex Dividende/Zinsen am 02.01.2026 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its pre-dividend/interest day on 31.12.2025 and its ex-dividend/interest day on 02.01.2026...
Do., 18.12.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of “The Evergreen Fund Landscape” report, a new quarterly research series offering comprehensive analysis of the performance, fund flows...
Mi., 17.12.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of new apps in ChatGPT by OpenAI. These MCP app integrations allow entitled or licensed Morningstar and PitchBook users—investors, advis...
Fr., 05.12.2025       Morningstar

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 ra...
Do., 04.12.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced significant updates to its Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments. The updated methodology, which will go live globally in April 2026, is designed to simplify the rating structure, make th...