Morningstar, Inc.
NASDAQ Global SelectCapital Structure
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in mil. unless spec.Company Description
- CEO
- Kunal Kapoor
- Full Time Employees
- 10,973
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- Address
- 22 West Washington Street Chicago IL United States of America 60602
- IPO Date
- May 3, 2005
- CIK
- 0001289419
- Website
- morningstar.com
- Similar Companies
- Business
- Morningstar, Inc. (MORN) provides independent investment research and data analytics services to individual investors, financial advisors, asset managers, and institutions worldwide. The company offers a suite of products and services including Morningstar Investor, a premium subscription platform for stock, fund, and ETF research; Morningstar Direct, an enterprise-level investment analytics tool; Morningstar Portfolio Manager for portfolio tracking and analysis; PitchBook, a private market data and research platform acquired in 2021; and dbRS, a U.S. fixed-income database; along with workplace solutions, retirement planning tools, and sustainable investing data. Founded in 1984 and headquartered in Chicago, Illinois, Morningstar operates globally across North America, Europe, Asia-Pacific, and Latin America, serving diverse customer segments in the financial services industry. In recent developments, Morningstar completed the acquisition of PitchBook Data in February 2022 for approximately $225 million, enhancing its private capital markets intelligence; launched Morningstar US Sustainable Investment Stars in 2024 to rate sustainable funds; and in November 2025 announced a strategic partnership with Google Cloud to integrate AI-powered analytics into its research platforms. The company also expanded its offerings through the 2023 acquisition of FinTech Toolshed, bolstering advisor technology insights, and reorganized its business units in early 2025 to streamline operations amid growing demand for ESG and alternative data. These initiatives reflect Morningstar's focus on innovation, data expansion, and technological integration to maintain leadership in investment research.
Company News
Baron Focused Growth Fund Q2 2026 Portfolio Update
Morningstar's AI Academy Earns Multiple Brandon Hall Group™ HCM Excellence Awards®
American Capital Management Inc. Takes Position in Morningstar, Inc. $MORN
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Callan Family Office LLC Makes New $846,000 Investment in Morningstar, Inc. $MORN
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Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
9,515 Shares in Morningstar, Inc. $MORN Acquired by Aurora Investment Counsel
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Bank of America Corp DE Increases Stake in Morningstar, Inc. $MORN
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Morningstar DBRS Confirms “A” Rating to WSFS Bank; WSFS Financial Corporation Receives “A (low)” Rating with Stable Outlook
Study Finds That A $1.2 Million Retirement and a $4 Million Retirement Look Almost Identical In Terms Of Spending
Morningstar, Inc. Reports Second-Quarter 2026 Financial Results
Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes
Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes
American Capital Management Inc. Reduces Holdings in Morningstar, Inc. $MORN
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Morningstar, Inc. $MORN Position Trimmed by CI Investments Inc.
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