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
Who’s Really Making Money on Leveraged ETFs? Ripple Wants In
Vanguard Growth ETF Outperforms Small-Cap Peer Over Five Years
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
Robinhood Markets Reports Earnings on Oct. 27. Is It a Better Buy Than Morningstar?
If You Have $1.1 Million Saved at 63 and No Pension, Here Is the Monthly Income You’ll Actually Be Able to Count On
CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?
Financial Comparison: Morningstar (NASDAQ:MORN) vs. Bain Capital Specialty Finance (NYSE:BCSF)
$10,000 a Month at 67 for a Single Retiree Who Still Rents: What Will It Really Look Like?
Retail Trading Platforms Post Record Quarters as Investor Apps Multiply
Retail Trading Platforms Post Record Quarters as Investor Apps Multiply
Contrasting Robinhood Markets (NASDAQ:HOOD) and Morningstar (NASDAQ:MORN)
CLIK Notes Morningstar Quantitative Fair Value of $2.02 vs Last Close of $1.09; 46% Discount; Book Value Yield in Global Top 1%
Active ETF Inflows Hit Record $576 Billion Through September
Morningstar Inc (MORN) Stock Up 3.5% and Still Undervalued -- GF Score: 91/100
Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation
Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28