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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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Morningstar Inc
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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...
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...
Di., 18.11.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft’s AI tools. This includes Morningstar’s vast data and research library that spans its global coverage of open-end funds, ETFs, and sto...
Mo., 17.11.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its 2026 Outlook, offering an overview of key challenges and opportunities for the year ahead. In a market defined by uncertainty, this year’s report emphasizes the value of preparation over prediction, equipping investors with strategies to fo...
Mi., 05.11.2025       Morningstar

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 nontrade...
Mi., 29.10.2025       Morningstar

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...
Di., 28.10.2025       Morningstar

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 transp...
Mi., 22.10.2025       Morningstar

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 pers...
Do., 16.10.2025       Morningstar

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...
Mi., 01.10.2025       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird cum Dividende/Zinsen gehandelt am 02.10.2025 und ex Dividende/Zinsen am 03.10.2025 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its pre-dividend/interest day on 02.10.2025 and its ex-dividend/interest day on 03.10.2025...
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Mo., 29.09.2025       Morningstar

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 investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading p...
Di., 23.09.2025       Morningstar

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 w...
Fr., 19.09.2025       Morningstar

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 investors@morningstar.com with...
Do., 18.09.2025       Morningstar

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...
Mi., 10.09.2025       Morningstar

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...
Mi., 03.09.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, qualitative ratings assess the performance potential of semiliquid strategies compared to their relevant peers and traditional mutual funds and exchange-...
Mi., 30.07.2025       Morningstar

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, M...
Di., 08.07.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced the winners of the 2025 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investo...
Mo., 30.06.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2025 financial results after the market closes on Wednesday, July 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading...
Mo., 30.06.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Canadian digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new Canadian digital destination is free and offers content in English and French, regio...
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Mo., 30.06.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new UK digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new digital destination is free and offers region-specific investment and market data, and too...
Mo., 30.06.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), en ledande leverantör av oberoende investeringsinsikter, meddelade idag lanseringen av sin nya svenska digitala investeringsanalyshub, utformad för att ge investerare tillgång till lokaliserade investeringsanalyser, data och insikter. Den nya digitala destinationen i Sverige är gratis och erbjuder innehåll på sv...
Mo., 30.06.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Asia digital investment research hub, designed to empower investors with localized investment research, data, and insights. The new digital destination is free and offers region-specific investment and market content, da...
Di., 24.06.2025       Morningstar

Morningstar, Inc., (Nasdaq: MORN), a leading provider of independent investment insights, today published a report, "The State of Semiliquid Funds," offering a comprehensive examination of the investment vehicles that have emerged as a key entry point to private markets. As investor access and demand for private asset exposure become more mainstre...
Di., 24.06.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today debuted new features in Direct Advisory Suite (the next phase of Advisor Workstation) to help financial advisors analyze and integrate private investments into client portfolios. These enhancements are now available and will be showcased at the Morningsta...
Fr., 20.06.2025       Morningstar

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 investors@morningstar.com wi...
Di., 06.05.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding its established Medalist Rating framework to the growing segment of semiliquid investment vehicles. As public and private markets converge and product offerings become more compl...
Mi., 30.04.2025       Morningstar

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," s...
Do., 03.04.2025       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird ex Dividende/Zinsen gehandelt am 04.04.2025 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its ex-dividend/interest day on 04.04.2025...
Mo., 31.03.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2025 financial results after the market closes on Wednesday, April 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading pr...
Fr., 21.03.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence UK. 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., 14.03.2025       Morningstar

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 investors@morningstar.com...
Di., 11.03.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 37th annual Morningstar Investment Conference, taking place June 25-26, 2025, at Chicago’s iconic Navy Pier. The conference addresses today’s pressing topics in investing, framed by Morningstar’s uniquely independent perspect...
Di., 04.03.2025       Morningstar

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 loa...
Mi., 26.02.2025       Morningstar

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 pu...
Di., 18.02.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights and index solutions, has introduced the Morningstar® PitchBook Buyout Replication Index™, representing a portfolio of public companies designed to exhibit a similar risk and return profile as companies targeted by buyout managers. Since the inception of the bu...
Do., 13.02.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance pairs rich investment data and research, portfolio construction and holdings-based...
Mo., 27.01.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2024 financial results after the market closes on Wednesday, Feb. 26, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc....
Di., 21.01.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its expanding suite of market data, research and index tools to help investors measure and access the late-stage venture capital market. Powered by PitchBook’s extensive private ca...
Mo., 13.01.2025       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client...
Do., 02.01.2025       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird ex Dividende/Zinsen gehandelt am 03.01.2025 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its ex-dividend/interest day on 03.01.2025...
Di., 10.12.2024       Morningstar

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. Report...
Fr., 06.12.2024       Morningstar

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, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3%, increase from the prior quarterly rate of 40.5 cents per share results in an ex...
Di., 26.11.2024       Morningstar

DBRS Limited (Morningstar DBRS), the leading Canadian credit rating agency, has appointed Mr. Richard Sibthorpe as Head of Canada and Global Investor Strategy. Mr. Sibthorpe succeeds Mr. Douglas E. Turnbull who retired at the end of September. Mr. Sibthorpe who also joins Morningstar DBRS’ global credit leadership team began his new position on No...
Di., 29.10.2024       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 59 of the nation’s most prominent 529 college-savings plans. These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research analysts’...
Mi., 23.10.2024       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Jason Dubinsky, chief financial officer, will step down from his role at the end of the year to pursue other interests. Chief Executive Officer Kunal Kapoor said, “Jason has been an exemplary CFO and leader. He lives Morningstar's values every...
Mi., 23.10.2024       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. “Morningstar Credit led the way in the quarter with additional contributions from across the business supporting revenue and profit growth," said Kunal Kapoor, Morningstar's c...
Do., 03.10.2024       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird ex Dividende/Zinsen gehandelt am 04.10.2024 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its ex-dividend/interest day on 04.10.2024...
Mi., 02.10.2024       Morningstar

Das Instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY wird cum Dividende/Zinsen gehandelt am 03.10.2024 und ex Dividende/Zinsen am 04.10.2024 The instrument MRS US6177001095 MORNINGSTAR INC. DL-,01 EQUITY has its pre-dividend/interest day on 03.10.2024 and its ex-dividend/interest day on 04.10.2024...
Do., 26.09.2024       Morningstar

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its eighth annual landscape study on health savings accounts (HSAs) available to individuals. The study assesses the current state of the HSA industry and releases Morningstar's assessment of 11 of the top HSA providers on two different use cas...