Morningstar

Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more. CHICAGO , Nov. 9, 2022 /PRNewswire/ -- Today, Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, introduces the Morningstar® PitchBook Global Unicorn Indexes™, the first index series to provide daily insights into the behavior and performance of late-stage venture capital (VC)-backed companies, empowering investors to better understand and access this rapidly growing but difficult-to-track asset class.

Morningstar Introduces Industry's First Global Unicorn Index Series

34 plans received Morningstar Medalist distinction in the form of Gold, Silver, or Bronze CHICAGO , Nov. 2, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced Morningstar Analyst RatingsTM for 54 of the nation's largest 529 college-savings plans, which represent approximately 93% of the more than $386 billion in 529 plan assets as of Aug. 31, 2022. The qualitative Analyst Rating has five tiers—Gold, Silver, Bronze, Neutral, and Negative.

Morningstar Releases Analyst Ratings for 54 of the Nation's Largest 529 College-Savings Plans, Including Five Upgrades and Two Downgrades

Morningstar's wealth group has launched direct indexing to help stock-market investors customize their portfolios in a tax-efficient way, providing a type of investment offering that the firm says has risen in popularity among financial advisers.

Morningstar launches direct indexing as stock-market investors seek to personalize portfolios

New Offering Enables Portfolios to Be Tailored to Investors' Unique Needs CHICAGO , Nov. 1, 2022 /PRNewswire/ -- Morningstar, Inc.  (Nasdaq: MORN), a leading provider of independent investment research, announced today that Morningstar Wealth launched Direct Indexing, an investment offering that draws from industry-leading research, technology, and insights across the Morningstar organization to help deliver greater personalization, automation, and tax efficiency for advisors and their investors. Morningstar Direct Indexing is unique in uniting extensive in-house capabilities—Morningstar's Investment Management, Morningstar Indexes, Morningstar Sustainalytics, and Morningstar Equity Research—to create and manage personalized investment strategies at scale.

Morningstar Launches Direct Indexing Combining Market-Leading Technology and Investment Management

CHICAGO , Oct. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted solid third-quarter revenue growth, driven by continued momentum across the license-based areas of the business. "Growth in our license-based products remains a bright spot as investments in these areas are bearing fruit," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Third-Quarter 2022 Financial Results

Study examines how local market practices, investment product availability, and regulatory landscapes influence global investors' financial preferences and risk tolerance in portfolios CHICAGO , Oct. 25, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its inaugural Global Investor Portfolio Study, which examines how individual investors in 14 markets construct portfolios. The study finds there is a wide divergence in portfolio preferences based on where an investor is located.

Morningstar Publishes Inaugural Global Investor Portfolio Study, Finds Wide Divergence in Investor Behavior and Portfolio Construction Across 14 Markets

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CHICAGO , Oct. 7, 2022 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 36 cents per share. The dividend is payable Oct. 31, 2022, to shareholders of record as of Oct. 18, 2022.

Morningstar, Inc. Declares Quarterly Dividend of 36 Cents Per Share

In addition to provider recommendations, the study also features a new section on actionable best practices for individuals seeking HSAs CHICAGO , Sept. 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its sixth annual landscape study on health savings accounts (HSAs) available to individuals.

Morningstar's Sixth Annual Health Savings Account Landscape Finds Fidelity Remains Industry Leader

Morningstar is still reporting solid growth rates for revenue as well as earnings per share. The acquisition of the LCD business from S&P Global had a negative effect on the balance sheet, but is no reason to worry.

Morningstar: Have We Reached Fair Value Yet?

CHICAGO , Sept. 26, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2022 financial results after the market closes on Wednesday, Oct. 26, 2022.

Morningstar, Inc. to Announce Third-Quarter 2022 Financial Results on Oct. 26

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Morningstar is now down over 35% from its all-time high. The company has very strong fundamentals and continues to see strong growth opportunities from ESG and its pitchbook segment.

Morningstar: Wait For A Pullback

Data-driven digital experience highlights opportunities and trade-offs facing investors, with striking differences across managing ESG risk and making a sustainable impact CHICAGO , Sept. 7, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading independent investment research provider, today launched Investable World, a data-driven digital experience designed to make sustainable investing more understandable, engaging, and actionable for investors.

Morningstar Simplifies ESG Investing with New Investable World

The change will combine the Morningstar Analyst Rating with the Morningstar Quantitative Rating, making it even simpler for investors to research and select best-in-class managed investments CHICAGO , Aug. 31, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced plans to unite its two forward-looking managed investment ratings—the Morningstar Analyst Rating™ (Analyst Rating) and the Morningstar Quantitative Rating™ for funds (Quantitative Rating)—into a single rating: The Morningstar Medalist Rating™ (Medalist Rating). This change is slated to take place in the second quarter of 2023.

Morningstar to Unite Two Forward-Looking Rating Systems into One: The Morningstar Medalist Rating

A little effort can save you a lot of money.

How Reallocating Your Own Stock Portfolio Can Save You Thousands

CHICAGO , July 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong second-quarter revenue growth, highlighting continued momentum across the business. "Our organic growth remains strong despite market headwinds," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Second-Quarter 2022 Financial Results

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The annual U.S. Fund Fee Study reports record-low fund fees in 2021, and the study's pre-built dataset is now available for users in flagship investment research platform Morningstar DirectSM CHICAGO , July 12, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its annual fund fee study, which evaluates trends in the cost of U.S. open-end mutual funds and exchange-traded funds (ETFs)1. The study found that the asset-weighted average expense ratio of U.S. funds fell to 0.40% in 2021 from 0.42% in 2020, saving investors an estimated $6.9 billion as a result.

Morningstar Finds Investors Saved Nearly $6.9 Billion From Falling Fees in 2021

CHICAGO and LONDON , June 30, 2022 /PRNewswire/ -- Morningstar, Inc.  (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited (ASX: PPS) for £35 million, subject to completion adjustments.  Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource key elements of the advice workflow.

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business

CHICAGO , June 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2022 financial results after the market closes on Wednesday, July 27, 2022. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Morningstar, Inc. to Announce Second-Quarter 2022 Financial Results on July 27

New Morningstar InvestorSM to replace Morningstar Premium web offering; new investment research platform creates powerful, personalized connection between portfolios and market research CHICAGO , June 16, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Morningstar InvestorSM, an enhanced investment research experience for all individual investors, which will replace Morningstar Premium. Recognizing the complexities that many individuals and families have with their investment portfolios, the platform delivers a more powerful connection between an individual's portfolio and Morningstar's leading data, research, and ratings.

Morningstar Investor Connects Individual Investors' Portfolio Management to Morningstar Research

Approximately 250 jobs will be added this year in technology-related roles with the remainder across core businesses TORONTO , June 13, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced plans to add 350 jobs in Toronto this year, expanding its presence in the key Canadian market. The jobs include approximately 250 technology roles such as software engineers and developers, product managers, and project managers.

Morningstar Announces Plans to Add 350 Jobs in Toronto, Grow Local Presence by 40%

CHICAGO and SEATTLE, June 1, 2022 /PRNewswire/ -- Morningstar, Inc., a leading provider of independent investment research (Nasdaq: MORN), has completed its previously announced acquisition of Leveraged Commentary & Data (LCD), a market leader in news, research, data, insights, and indexes for the leveraged finance market from S&P Global. LCD is the industry standard for leveraged loan data, news, analysis, and indexes, providing coverage across the full lifecycle of loans.

Morningstar, Inc. Completes Acquisition of Leveraged Commentary & Data

New Capability in Morningstar Direct Allows Users to Create Custom "Notebooks" From Morningstar Data and Research CHICAGO , May 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Analytics Lab, a new capability for data scientists and analysts in its investment analysis platform, Morningstar Direct, following the launch of the interactive research functionality last year. Analytics Lab lets users programmatically investigate Morningstar data and research more deeply to discover new opportunities for investing success.

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