Morningstar, Inc.
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- 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
Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes
Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends
Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share
Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise
Morningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market Reality
Morningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market Reality
Prediction: Morningstar (MORN) Stock Will Be Worth More Than $13 Billion by 2031 -- 73% Higher Than Its Recent Value. Here's the Math.
PitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial Services
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
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
Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems
Callan Family Office LLC Makes New $846,000 Investment in Morningstar, Inc. $MORN
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
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
Got $200? 1 Quantum Computing ETF to Buy Right Now.
Bank of America Corp DE Increases Stake in Morningstar, Inc. $MORN
Morningstar: Undervalued With A Differentiated Business Model