Morningstar

MORN

Market cap $9.05B

LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA's Private Investor Index Series and Equity Risk Index Series. Widely adopted across the UK wealth management industry, these indexes provide essential benchmarks for por.

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of plan design interventions (including managed accounts) in workplace retirement plans. The research leverages millions of par.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Anne Bramman has been elected to Morningstar's board of directors. Bramman currently serves as a board director and audit committee chair at McCormick & Company and as a senior advisor at Boston Consulting Group. Prior to her current board and advisory roles, Bramman held senior leadership positions as CFO for several global companies including Nordstrom, A.

Morningstar offers a rare combination of undervaluation and sector-leading EPS growth, trading at a P/E of ~20x 2026 estimates. MORN's EV/EBITDA under 14x and FCF yield of 4.2% position it as the most attractive large-cap financial data publishing company. Technical momentum indicators and volume patterns signal a price bottom has likely been reached, paralleling the 2008 sell-off and 2009 recovery setup.

CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of “The Evergreen Fund Landscape” report, a new quarterly research series offering comprehensive analysis of the performance, fund flows, fee structures, and emerging trends shaping evergreen private market funds in the United States, also known as s.

CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar and PitchBook's app integrations are live, enabling licensed users to access proprietary data and insights securely within apps in ChatGPT.

Morningstar appears slightly undervalued after a 40%-plus decline, with fundamentals remaining solid and recent results showing continued revenue and operating income growth. Morningstar faces both risks and opportunities from AI, but management is leveraging AI to boost efficiency, launch new features, and expand data distribution partnerships. Aggressive share buybacks and a strong balance sheet support double-digit EPS growth potential, while current valuation multiples are near decade lows.

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, an increase of approximately 10 percent. The dividend is payable Jan. 30, 2026, to shareholders of record as of Jan. 2, 2026. The 4.5 cent increase from the prior quarterly rate of 45.5 cents per share results in an annualized dividend of $2.00 per share compared with the prior annualized rate of $.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced significant updates to its Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments. The updated methodology, which will go live globally in April 2026, is designed to simplify the rating structure, make the rating more transparent for investors, and enhance stability—empowering investors to more easily identify investments with.

AMSTERDAM--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced significant updates to its Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments. The updated methodology, which will go live globally in April 2026, is designed to simplify the rating structure, make the rating more transparent for investors, and enhance stability—empowering investors to more easily identify investments wi.