Morningstar, Inc.
NASDAQ Global SelectRecent
price
P/E
ratio
div
yld
- -
ROIC.AI
Capital Structure
•
in mil. unless spec.Working Capital
•
in mil. unless spec.Growth Rates
•
in mil. unless spec.Quarterly Revenue
•
in mil. unless spec.Quarterly Earnings Per Share
•
in mil. unless spec.Quarterly Dividends Per Share
•
in mil. unless spec.- 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.
PitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026
Morningstar Announces New London Office
Morningstar Inc (MORN) Shares Surge 5.0% -- What GF Score of 81 Tells Investors
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Morningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29
Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows
PitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in Excel
Morningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market.
Morningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and Veridion
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
Morningstar Says SpaceX Could Be Worth Less Than Half Its $1.75 Trillion IPO Price
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
A Look at Morningstar Inc (MORN) After 6.5% Decline -- GF Value $350.65 vs Price $153.61
Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share
Morningstar teams up with Wall Street firms to open private markets to retail investors
Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios
PitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI Auditability
Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam
PitchBook Wins Lattice's 2026 Performance Impact Award