Morningstar, Inc.

SEATTLE--(BUSINESS WIRE)--PitchBook, 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.

businesswire.com - 2026-07-17 09:00:00

LONDON--(BUSINESS WIRE)--Morningstar (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. The new office has been selected to support the way colleagues work today, providing a.

businesswire.com - 2026-07-15 05:20:00

On July 13, 2026, Morningstar Inc (MORN) shares rose 5.0% to a current price of $173.44. Despite today's positive movement, the stock has experienced a decline

gurufocus.com - 2026-07-13 20:21:00

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.

zacks.com - 2026-07-06 07:21:11

Morningstar is warning investors to brace for a reckoning in AI stocks, with

247wallst.com - 2026-07-02 09:45:14

CHICAGO--(BUSINESS WIRE)--Morningstar, 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 [email protected]. 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 pro.

businesswire.com - 2026-06-29 16:15:00

CHICAGO--(BUSINESS WIRE)--Morningstar, 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 invest.

businesswire.com - 2026-06-25 09:30:00

SEATTLE--(BUSINESS WIRE)--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. Thro.

businesswire.com - 2026-06-25 09:15:00

CHICAGO--(BUSINESS WIRE)--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.

businesswire.com - 2026-06-24 11:00:00

CHICAGO--(BUSINESS WIRE)--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 exp.

businesswire.com - 2026-06-24 04:36:00

Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.

zacks.com - 2026-06-23 07:20:49

One of the most anticipated public offerings in recent memory is drawing skepticism.

247wallst.com - 2026-06-21 18:22:07

The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.

zacks.com - 2026-06-19 07:20:19

On June 18, 2026, Morningstar Inc (MORN) shares fell 6.5% to a current price of $153.61. This decline extends the stock's downward trajectory, as it has dropped

gurufocus.com - 2026-06-18 20:10:00

CHICAGO--(BUSINESS WIRE)--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 [email protected] with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.

businesswire.com - 2026-06-18 16:15:00

The wealth division of Morningstar has teamed up with Apollo Global Management , Franklin ​Templeton and J.P. Morgan Asset Management to ‌launch a suite of portfolios that will give retail investors exposure to both private and public markets.

reuters.com - 2026-06-17 09:07:26

CHICAGO--(BUSINESS WIRE)--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, manager res.

businesswire.com - 2026-06-17 07:00:00

SEATTLE--(BUSINESS WIRE)--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.

businesswire.com - 2026-06-16 09:00:00

CHICAGO--(BUSINESS WIRE)--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 rece.

businesswire.com - 2026-06-16 08:05:00

SEATTLE--(BUSINESS WIRE)--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 lasting success. PitchBook was selected for its work redesigning talent and performance processes to build a culture of continuous.

businesswire.com - 2026-06-11 16:19:00

iShares Morningstar Small-Cap Value ETF has a significantly lower expense ratio than iShares S&P Mid-Cap 400 Value ETF iShares S&P Mid-Cap 400 Value ETF offers lower volatility and a shallower maximum drawdown over the last five years iShares Morningstar Small-Cap Value ETF holds over 1,000 positions, providing much broader diversification than its mid-cap counterpart

fool.com - 2026-06-11 14:15:28

Nicolas Owens, Morningstar industrials equity analyst, joins 'Squawk on the Street' to discuss SpaceX's valuation, the company's business advantage and much more.

youtube.com - 2026-06-04 12:13:18

SEATTLE--(BUSINESS WIRE)--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 Ha.

businesswire.com - 2026-06-04 10:00:00

CHICAGO--(BUSINESS WIRE)--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.

businesswire.com - 2026-06-04 08:00:00

SpaceX is preparing for the kind of stock-market debut Wall Street rarely gets to see: a planned $75 billion raise, a June 12 Nasdaq listing, and a target valuation of $1.75 trillion. It is the sort of number that turns an IPO into a spectacle, but just as the roadshow begins, Morningstar has put a far colder figure on the table.

invezz.com - 2026-06-03 06:37:56

Morningstar analysts believe SpaceX is "significantly overvalued" ahead of its blockbuster IPO. The analysts say xAI poses a "material threat of value destruction" to the company, with its "economic moat indeterminate.

cnbc.com - 2026-06-03 05:19:45

On June 02, 2026, Morningstar Inc (MORN) shares fell 5.3% today, closing at $185.51. This decline comes in a 52-week range that has seen a high of $316.71 and a

gurufocus.com - 2026-06-02 20:47:00

Morningstar analysts pegged SpaceX's valuation at $780 billion, less than half of what the Elon Musk-led company is reportedly targeting in its initial ​public offering, ahead of a planned roadshow this week.

reuters.com - 2026-06-02 08:53:09

Morningstar is priced for collapse, trading at one-third its 10-year average P/E, despite strong business performance. MORN delivered 10.8% revenue growth and 42.6% adjusted diluted EPS growth in Q1 2026, with standout results in its Credit business. Management signaled deep undervaluation by tripling share repurchases to $300 million and raising dividends, reinforcing shareholder return commitment.

seekingalpha.com - 2026-05-30 08:00:00

CHICAGO--(BUSINESS WIRE)--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 glo.

businesswire.com - 2026-05-27 09:00:00

Morningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (Nasdaq: MORN), today launched Corporate Credit Analytics, a new set of tools desi

gurufocus.com - 2026-05-20 09:00:00

CHICAGO--(BUSINESS WIRE)--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 it harder to compare risk and defend decisions,” said Brian Grow, president of Morningstar Credit Analytics. “Corporate Credit.

businesswire.com - 2026-05-20 08:30:00

On May 18, 2026, Morningstar Inc (MORN) shares rose 4.0% today to a current price of $177.07. The stock has experienced significant volatility over the past yea

gurufocus.com - 2026-05-18 21:05:00

Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants Industry-first collaboration between two experienced managed accounts providers aims to bring enhanced personalization to retirement plan participants

globenewswire.com - 2026-05-11 10:00:00

Morningstar NASDAQ: MORN shareholders approved all proposals presented at the company's 2026 annual meeting, including the election of 10 directors, an advisory “say on pay” vote, and the ratification of KPMG as independent auditor for 2026, Executive Chairman Joe Mansueto said. The company said it will file an 8-K with more detailed voting results by May 13.

marketbeat.com - 2026-05-08 16:13:46

CHICAGO & SEATTLE--(BUSINESS WIRE)--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 platform. Through these Model Context Protocol (MCP) integrations, eligible users can incorporate Morningstar- and Pitch.

businesswire.com - 2026-05-08 09:00:00

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

zacks.com - 2026-04-30 07:21:17

CHICAGO--(BUSINESS WIRE)--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 by roughly 4% for a total of more than 10% over the past 12 months,” said Kunal Kapoor, Morningstar's CEO. “On the product fr.

businesswire.com - 2026-04-29 16:15:00

CHICAGO--(BUSINESS WIRE)--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 Indexes, which underpin a range of popular mutual funds and ETFs including the Vanguard Total Stock Market Index Fund (VTSAX and VT.

businesswire.com - 2026-04-29 08:00:00

SEATTLE--(BUSINESS WIRE)--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 where leveraged loan default rates may trend over the next six months, helping investors move from reactive analysis to proactiv.

businesswire.com - 2026-04-23 09:00:00

CHICAGO--(BUSINESS WIRE)--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 raising significant capital while staying private longer, the investor opportunity set is expanding beyond public markets, especia.

businesswire.com - 2026-04-23 09:00:00

The iShares Morningstar Small-Cap Growth ETF (ISCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.

zacks.com - 2026-04-21 07:20:33

Investment research and analysis provider ​Morningstar Inc. is the latest index provider to consider revising its approach to designing its market indexes in ‌light of SpaceX's outsize pending initial public offering.

reuters.com - 2026-04-20 16:28:25

During the first quarter, the Harbor Active Small Cap ETF (“ETF”) returned -4.52% (NAV), significantly underperforming the Russell 2000® Index, which returned 0.89%. Shares are bought and sold at market price not net asset value (NAV). A fund's NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

seekingalpha.com - 2026-04-20 11:25:00

The T. Rowe Price Equity Income ETF (TEQI) has earned a spot on Morningstar's list of the best active value stock ETFs to buy in 2026, joining 17 other actively managed value ETF strategies recognized by the research firm. TEQI made Morningstar's 2026 list of best active value stock ETFs.

etftrends.com - 2026-04-20 08:27:51