Morningstar

MORN

Market cap $6.63B

SALT LAKE CITY & CHICAGO--(BUSINESS WIRE)--Pello Companies, LLC, which focuses on open finance innovation, today announced the entry into a definitive agreement for the acquisition of ByAllAccounts, a provider of innovative data aggregation technology for financial applications, from Morningstar, Inc. (Nasdaq: MORN). Upon completion of the transaction, ByAllAccounts will operate as a standalone company. The acquisition is expected to close in the first half of 2026, subject to customary closing.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent commitment to serving investors' best interests. The 2026 winners are: Outstanding Equity Portfolio Manager: Harry Hartford.

TORONTO--(BUSINESS WIRE)--Morningstar DBRS marks 50 years of credit ratings, advances global methodology program and Asia-Pacific growth.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2026 financial results after the market closes on Wednesday, April 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of pro.

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence provider, today announced that PitchBook Pioneer, its on-demand training and certification program, is now open to everyone — not just PitchBook clients. PitchBook Pioneer features a catalog of self-paced courses and certification programs covering market intelligence, deal sourcing and execution, and a thorough overview of PitchBook's platform capabilities. Upon completing each program, participants earn a cer.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI Data Cloud company. Morningstar is now delivering additional datasets on Snowflake Marketplace, enabling investment professionals to access trusted Morningstar data directly within their Snowflake environments. Through Snowflake Marketplace, Morningstar is delivering data from Morningstar Licensed.

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence provider, has been named to G2's 2026 Best Software Awards list, ranking sixth in the Best Financial Services Software Products category – up two spots from its 2025 placement. The recognition is determined entirely by verified customer reviews, placing PitchBook among a highly selective group of software providers that have earned the trust of their users. The annual G2 Best Software Awards recognize the world.

LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the Morningstar Awards for Investing Excellence UK 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar's manager research team believes will be able to deliver strong risk-adjusted returns over time. There are two types of Morningstar awards: the Morningstar Category Awards and t.

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2026, to shareholders of record as of April 3, 2026. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in Nor.

Morningstar is now trading below $200 and reached my preferred entry point, making it clearly undervalued and a solid "Buy." AI-related risks are real but primarily affect license-based services. Core segments like credit ratings, indices, and retirement remain well-defended by brand trust. Recent results show mid-to-high single-digit revenue growth, with credit ratings and retirement segments delivering strong margins and resilience.