Morningstar, Inc. Stock News

CHICAGO--(BUSINESS WIRE)--Morningstar has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft's AI tools.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its 2026 Outlook, offering an overview of key challenges and opportunities for the year ahead. In a market defined by uncertainty, this year's report emphasizes the value of preparation over prediction, equipping investors with strategies to focus on fundamentals an...

Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the market lows reached on April 8. From a sector perspective, stock selection in IT and Communication Services was responsible for about three-quarters of the underperformance in the period. Stock selection in Consumer Discretionary, Financials, and Industrials hampered relative ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes. With the full suite expected to become available in Q1 2026, these indexes will offer investors comprehensive peer group benchmarks designed to measure the performance of nontraded “semiliquid” or “eve...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported third-quarter revenue growth with increases in operating and adjusted operating income and margins. “Morningstar Credit delivered a standout quarter driven by strong performance across asset classes and regions, while Morningstar Direct Platform and PitchBook also contribu...

SYDNEY--(BUSINESS WIRE)--Morningstar DBRS, one of the four largest credit rating agencies globally, today announced its official entry into the Asia Pacific region with a new regional hub in Australia. Morningstar DBRS' strategic expansion builds on the Canada-founded agency's 50-year track record in rating borrowers around the world and its commitment to advancing transparency, and investor ch...

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement of...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its ninth annual Health Savings Account (HSA) Landscape Report, offering an in-depth 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 m...