News · 26 weeks95+20%
2026-03-012026-08-23
Mix4090d
- Other22(55%)
- Insider10(25%)
- SEC Filings5(13%)
- Dividends2(5%)
- Leadership1(3%)
Latest news
25 items- SECMorningstar Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- PRMorningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI EcosystemsMorningstar and PitchBook join Google Cloud as launch partners for Gemini Enterprise for Financial Services, bringing source-attributed investment research, data, and private market intelligence directly into Gemini Enterprise Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital markets intelligence platform, today announced upcoming Model Context Protocol (MCP) integrations with Google Cloud’s Gemini Enterprise for Financial Services. Together, Morningstar and PitchBook provide a comprehensive view across public and private markets, helping investors securely access intelligence spanning
- INSIDERExecutive Chairman Mansueto Joseph D sold $1,238,394 worth of shares (5,659 units at $218.84) as part of a pre-agreed trading plan, decreasing direct ownership by 0.07% to 7,938,192 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERExecutive Chairman Mansueto Joseph D sold $2,440,238 worth of shares (11,345 units at $215.09) as part of a pre-agreed trading plan, decreasing direct ownership by 0.14% to 7,943,851 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERExecutive Chairman Mansueto Joseph D sold $4,572,830 worth of shares (21,750 units at $210.25) as part of a pre-agreed trading plan, decreasing direct ownership by 0.27% to 7,955,196 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERExecutive Chairman Mansueto Joseph D sold $2,934,808 worth of shares (14,500 units at $202.40) as part of a pre-agreed trading plan, decreasing direct ownership by 0.18% to 7,976,946 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- SECSEC Form SCHEDULE 13G filed by Morningstar Inc.SCHEDULE 13G - Morningstar, Inc. (0001289419) (Subject)
- INSIDERExecutive Chairman Mansueto Joseph D sold $3,074,151 worth of shares (15,474 units at $198.67) as part of a pre-agreed trading plan, decreasing direct ownership by 0.19% to 7,991,446 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERExecutive Chairman Mansueto Joseph D sold $1,898,023 worth of shares (9,522 units at $199.33) as part of a pre-agreed trading plan, decreasing direct ownership by 0.12% to 8,006,920 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERNew insider Mansueto Daniel claimed ownership of 3,932,046 shares (SEC Form 3)3 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERExecutive Chairman Mansueto Joseph D gifted 5,300 shares and sold $4,349,492 worth of shares (21,750 units at $199.98) as part of a pre-agreed trading plan, decreasing direct ownership by 0.34% to 8,016,442 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- INSIDERDirector Lyons William M sold $199,000 worth of shares (1,000 units at $199.00), decreasing direct ownership by 7% to 12,904 units (SEC Form 4)4 - Morningstar, Inc. (0001289419) (Issuer)
- SECMorningstar Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits8-K - Morningstar, Inc. (0001289419) (Filer)
- SECSEC Form 10-Q filed by Morningstar Inc.10-Q - Morningstar, Inc. (0001289419) (Filer)
- PRMorningstar, Inc. Reports Second-Quarter 2026 Financial ResultsMorningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in the second quarter. "We are continuing to deliver profitable growth with meaningful increases in operating and free cash flows," said Kunal Kapoor, Morningstar's CEO. "Morningstar is accelerating an ambitious strategy, unlocking speed to insights by building agentic workflows and tools atop our data, research, and intellectual property. We’re enabling broader access to this content through new and expanded collaborations with leading model and enterprise technology providers. "We are also doubling down on helping inve
- PRMorningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market IndexesIndexes underpinning more than $3 trillion in investor assets move under the Morningstar brand, expanding visibility and supporting future growth Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the completion of the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes, marking an important milestone in the company's strategy to expand its global indexes business to help better serve global investors. "We are excited to bring the highly respected CRSP Market Indexes, now with the added power of the Morningstar brand, to investors worldwide," said Amelia Furr, president of Morningstar Indexes. "These benchmarks help p
- PRPitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech WeekBringing the Founded & Funded podcast live for a data-driven look at what's waiting to go public PitchBook, the leading private capital market intelligence platform, today announced it will co-host a live recording of Madrona’s Founded & Funded podcast during the fourth annual Seattle Tech Week. The conversation will feature PitchBook Executive Vice President of Research & Market Intelligence Nizar Tarhuni and Madrona Partner Sabrina Albert. The event brings together two homegrown Seattle institutions, underscoring the region's continued momentum in tech and venture capital. The timing is notable as funding concentration is reshaping the AI landscape fast – three companies alone account
- PRLumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI AssistantsThe connector gives ChatGPT and Claude read access to portfolio financials, covenant status, and reporting data, with each figure linked to its source document Lumonic, an AI-powered portfolio monitoring platform for private credit and private equity firms and a PitchBook company, today announced the general availability of its Model Context Protocol (MCP) server for all customers. The server connects Claude, ChatGPT, and any MCP-enabled assistant a firm has approved to its Lumonic workspace. This connection enables users to query Lumonic portfolio data directly from their preferred workspace, including which companies have not submitted financials or which borrowers are approaching a cov
- PRMorningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation PracticesGlobal X to use Morningstar’s research-driven index in new Capital Allocation Leaders ETF Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights and market data, today introduced the Morningstar US Capital Allocation Leaders Index, a research-driven index designed to identify companies whose management teams have been assessed by Morningstar’s equity research team as having an established a track record of shareholder-friendly capital allocation decisions. The new index combines Morningstar’s independent, forward-looking equity research insights with a transparent rules-based methodology and will serve as the underlying index for the Global X Morningstar Ca
- 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
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.