Morningstar Inc is a leading provider of independent investment research and data, offering insights and analysis designed to help investors make informed decisions. The company specializes in a wide range of financial products and services, including mutual fund ratings, investment management, and portfolio analysis tools. Through its comprehensive research reports and advanced analytical platforms, Morningstar empowers individual and institutional investors to evaluate investment options and build robust portfolios, fostering greater transparency and understanding within the financial markets. Read More
What Happened? A number of stocks fell in the afternoon session after the Asset Management sector was muted amid lingering fears of bad loans and redemptions...
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 38th annual Morningstar Investment Conference, taking place June 17-18, 2026, at Chicago’s iconic Navy Pier. Grounded in Morningstar’s independent perspective and brought to life by leading voices in the industry, the conference seeks to tackle today’s most pressing investment challenges with clear, actionable strategies and timely insights.
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor platform. The launch reflects a transformation toward an AI-first advisor experience, helping reshape how advisors prepare, respond, and manage client needs across the core stages of investment advice.
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced a multiyear, nearly $5 million strategic collaboration with the University of Illinois’ Gies College of Business that brings real-world investing directly into the classroom and strengthens the Midwest’s future finance talent pipeline. The collaboration includes an in-kind contribution from Morningstar that provides students with professional grade access to Morningstar Direct, hands-on training with real investment data used by analysts worldwide, and scholarship support for Gies Business students.
PitchBook, the leading private capital market intelligence provider, today released its 2025 US and European editions of the All In: Female Founders in the VC Ecosystem reports, offering a comprehensive analysis of venture capital (VC) activity for companies with at least one female founder. Together, the findings reveal a venture market defined by capital concentration, rising valuations for scaled companies, and an outsized influence from artificial intelligence (AI).
Morningstar Sustainalytics, part of Morningstar, Inc. (Nasdaq: MORN), a leading global provider of ESG data, research, and ratings, today released findings from its inaugural State of ESG Data Survey, revealing a financial industry increasingly dependent on actionable sustainability information. Morningstar Sustainalytics clients surveyed cited ongoing challenges around data quality and coverage, increased demand for regulatory-aligned insights and a shift toward forward-looking climate and nature-related analytics.
PitchBook, the leading private capital market intelligence provider, today introduced Late-Stage Company Research, a new coverage area delivering dedicated, ongoing analysis of the world’s most influential private companies, beginning with an in-depth analysis of SpaceX and an AI-focused report examining Anthropic, Databricks, OpenAI, SSI, and xAI. Together, these reports apply public-market-style analysis to private companies that now rival public firms in scale and influence, offering clearer insight into performance, positioning, and market impact.
Wall Street has set ambitious price targets for the stocks in this article.
While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial exchanges & data stocks fared in Q4, starting with FactSet (NYSE:FDS).
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Morningstar (NASDAQ:MORN) and the best and worst performers in the financial exchanges & data industry.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the financial exchanges & data industry, including MSCI (NYSE:MSCI) and its peers.
What a brutal six months it’s been for Morningstar. The stock has dropped 39% and now trades at $159.50, rattling many shareholders. This might have investors contemplating their next move.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the financial exchanges & data industry, including CME Group (NASDAQ:CME) and its peers.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial exchanges & data stocks fared in Q4, starting with MarketAxess (NASDAQ:MKTX).
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, has appointed Scott Brown as President, Direct Platform, effective March 2, 2026. Brown will lead Morningstar’s largest business segment and a core growth engine, with flagship products such as Morningstar Direct, Morningstar Data, and Direct Advisory Suite (the latest evolution of Advisor Workstation) and capabilities such as manager research and ratings embedded within it.
Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes.
Investment research firm Morningstar (NASDAQ:MORN) announced better-than-expected revenue in Q4 CY2025, with sales up 8.5% year on year to $641.1 million. Its GAAP profit of $2.83 per share was 31% above analysts’ consensus estimates.
