CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) reported growth in revenue, operating and adjusted operating income, and margins in the third quarter. "We continue to put important product enhancements in the hands of our clients while delivering profitable growth," said Morningstar CEO Kunal Kapoor. "This month, we launched Direct AI, which features agentic workflows backed by our t...
Active ETFs pulled in $60.1 billion in September, pushing their 2026 total to a record $576.2 billion. Key Takeaways: Active ETF inflows hit a record $576.2 billion through September, even as stocks and bonds fell last month.
CHICAGO--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet, giving financial advisors a streamlined way to implement professionally constructed portfolios spanning public and private markets. Announced earlier this year, the Morningstar Public/Private Select Series w...
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third installment in the 2026 Morningstar Investor Perspectives series. Following research on retail investors and asset owners, the study provides new insight into how advisors are responding to AI adop...
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5 million in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's ec...
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Market Indexes. Conducted quarterly to reflect changes across the U.S. equity market, the reconstitution helps ensure the indexes continue to serve as robust, representative, and investable benchmarks ...
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today published its 10th annual Health Savings Account (HSA) Landscape Report, offering an analysis of industry trends and assessments of the top HSA providers available to individuals. The report evaluates 11 providers on two use cases: as spending accounts for current medical cost...
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