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Morningstar

222.54 USD
+7.68
3.57%
At close Updated Oct 29, 4:00 PM EDT
Pre-market
After hours
222.54
0.00
0%
1 day
3.57%
5 days
0.33%
1 month
19.42%
3 months
12.02%
6 months
18.62%
Year to date
5.76%
1 year
6.57%
5 years
-29.74%
10 years
215.08%
 

About: Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.

Employees: 10,973

News

Positive
Neutral
Negative
Sentiment 3-Months
Positive 38.1%
Neutral 61.9%
Negative 0%
Neutral
Business Wire
1 day ago
Morningstar, Inc. Reports Third-Quarter 2026 Financial Results
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 trusted data, research, and analytics. As clients increasingly engage with our data within AI-driven wo.
Morningstar, Inc. Reports Third-Quarter 2026 Financial Results
Neutral
The Motley Fool
16 days ago
CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?
CME Group posted a net margin of about 62% in 2025, and its long-term debt equaled about 12% of its shareholders' equity at year-end. Morningstar acquired PitchBook in 2016 and completed its roughly $363 million purchase of the index provider CRSP on Feb. 2, 2026.
CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?
Positive
ETF Trends
21 days ago
Active ETF Inflows Hit Record $576 Billion Through September
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.
Active ETF Inflows Hit Record $576 Billion Through September
Neutral
Business Wire
23 days ago
Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
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 was developed by Morningstar Wealth in collaboration with Apollo, Franklin Templeton and J.P. Morgan As.
Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
Neutral
Business Wire
24 days ago
Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
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 adoption, rising client expectations, and market uncertainty. The findings reveal a growing paradox: advis.
Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
Neutral
Business Wire
29 days ago
Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation
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 economic vitality, workforce development, and long-term growth.Kunal Kapoor, CEO of Morningstar, said: "M.
Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation
Positive
The Motley Fool
1 month ago
Robinhood Markets vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?
Robinhood Markets has successfully transitioned from a simple trading app into a diversified financial platform with significant net margins. Morningstar remains a dominant force in investment research, leveraging high-value subscriptions and institutional data relationships.
Robinhood Markets vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?
Neutral
Business Wire
1 month ago
Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected] MorningstarMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of product.
Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28
Neutral
Business Wire
1 month ago
Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes
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 for investors. Built on CRSP's long-established methodology, research foundation, and academic heritag.
Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes
Neutral
Business Wire
1 month ago
Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends
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 costs and as long-term investment accounts. The research examines a rapidly maturing HSA industry marked b.
Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends
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