MORN - Morningstar, Inc.

PitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026

SEATTLE--(BUSINESS WIRE)--PitchBook, a leading private capital market intelligence platform, today announced it has been named “Best Alternative Data Provider” in the Waters Technology Rankings 2026. The award, presented by Waters Technology, a leading publication covering financial technology and data for global capital markets, was decided by crowd-sourced votes from industry professionals across the capital markets technology sector. The Waters Technology Rankings recognize service providers.

Jul 17, 2026 05:00 AM • businesswire.com

Morningstar Announces New London Office

LONDON--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced it will relocate its London operations to One Millennium Bridge, bringing colleagues from across Morningstar and PitchBook, a Morningstar company, together in one location. Following a rigorous evaluation process conducted with CBRE, Morningstar plans to occupy approximately 75,000 square feet in the building, with plans to move in June 2027. The new office has been selected to support the way colleagues work today, providing a.

Jul 15, 2026 01:20 AM • businesswire.com

Morningstar Inc (MORN) Shares Surge 5.0% -- What GF Score of 81 Tells Investors

On July 13, 2026, Morningstar Inc (MORN) shares rose 5.0% to a current price of $173.44. Despite today's positive movement, the stock has experienced a decline

Jul 13, 2026 04:21 PM • gurufocus.com

Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.

Jul 06, 2026 03:21 AM • zacks.com

Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

Morningstar is warning investors to brace for a reckoning in AI stocks, with

Jul 02, 2026 05:45 AM • 247wallst.com

Morningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2026 financial results after the market closes on Wednesday, July 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]. 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.

Jun 29, 2026 12:15 PM • businesswire.com

Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar's trusted investment intelligence directly into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems, enabling investment professionals to access Morningstar's analyst-driven insights and invest.

Jun 25, 2026 05:30 AM • businesswire.com

PitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in Excel

SEATTLE--(BUSINESS WIRE)--PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot — including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite. Thro.

Jun 25, 2026 05:15 AM • businesswire.com

Morningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights and market data, today announced a strategic collaboration with leading global investment bank Houlihan Lokey (NYSE: HLI) to develop a new suite of daily valuation indexes to help investors measure and invest in collateralized loan obligations (CLOs).Through this new initiative, Morningstar Indexes will work with Houlihan Lokey's Portfolio Valuation and Fund Advisory Services team to.

Jun 24, 2026 07:00 AM • businesswire.com

Morningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and Veridion

CHICAGO--(BUSINESS WIRE)--Morningstar Sustainalytics, a leading provider of sustainable investing research, ratings, and data, today announced it is collaborating with XDI (Cross Dependency Initiative), physical climate risk specialists, and Veridion, an AI-powered business data platform to further develop its physical climate risk product for asset managers and asset owners. This development intends to address a key gap in existing climate risk tools by seeking to translate physical hazard exp.

Jun 24, 2026 12:36 AM • businesswire.com

Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.

Jun 23, 2026 03:20 AM • zacks.com

Morningstar Says SpaceX Could Be Worth Less Than Half Its $1.75 Trillion IPO Price

One of the most anticipated public offerings in recent memory is drawing skepticism.

Jun 21, 2026 02:22 PM • 247wallst.com

Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?

The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.

Jun 19, 2026 03:20 AM • zacks.com

A Look at Morningstar Inc (MORN) After 6.5% Decline -- GF Value $350.65 vs Price $153.61

On June 18, 2026, Morningstar Inc (MORN) shares fell 6.5% to a current price of $153.61. This decline extends the stock's downward trajectory, as it has dropped

Jun 18, 2026 04:10 PM • gurufocus.com

Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share

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 April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact [email protected] with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.

Jun 18, 2026 12:15 PM • businesswire.com

Morningstar teams up with Wall Street firms to open private markets to retail investors

The wealth division of Morningstar has teamed up with Apollo Global Management , Franklin ​Templeton and J.P. Morgan Asset Management to ‌launch a suite of portfolios that will give retail investors exposure to both private and public markets.

Jun 17, 2026 05:07 AM • reuters.com

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

CHICAGO--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets. Objective Portfolio Construction Meets Institutional Capabilities Morningstar Public/Private Select Series will bring together: Morningstar Wealth's asset allocation, manager res.

Jun 17, 2026 03:00 AM • businesswire.com

PitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI Auditability

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today announced a premium partnership with Samaya AI, the Expert AI Agent Platform for financial services. PitchBook's trusted data is now natively integrated into Samaya AI through Q&A prompts and agent workflows, so investment professionals can access private market intelligence where they already work, with no platform-switching required. The integration pairs the breadth of PitchBook's data on.

Jun 16, 2026 05:00 AM • businesswire.com

Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today released “The State of Semiliquid Funds 2026,” highlighting a rapidly evolving market approaching $600 billion in assets that is entering a new phase as investor demand shifts and key risks become more apparent. The report finds that semiliquid, or “evergreen,” fund assets have more than doubled since 2022, following several years of growth fueled by private credit. More rece.

Jun 16, 2026 04:05 AM • businesswire.com

PitchBook Wins Lattice's 2026 Performance Impact Award

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, has been named the winner of the Performance Impact Award at Lattice's 2026 People Success Awards, presented at Lattiverse, Lattice's annual people success conference. The award recognizes organizations whose people strategy directly impacts business performance and drives lasting success. PitchBook was selected for its work redesigning talent and performance processes to build a culture of continuous.

Jun 11, 2026 12:19 PM • businesswire.com

Morningstar price target lowered to $260 from $280 at UBS

$260.00 (was $171.31)

Alex Kramm · UBS

Jul 07, 2026 07:57 AM • TheFly

BMO Capital Reiterates Outperform Rating on Morningstar (MORN)

$212.00 (was $146.30)

Jeffrey Silber · BMO Capital

Jun 26, 2026 08:22 AM • StreetInsider

Morningstar price target lowered to $210 from $265 at Rothschild & Co Redburn

$210.00 (was $164.30)

Redburn Partners

Jun 18, 2026 05:39 AM • TheFly

Morningstar price target lowered to $193 from $257 at BMO Capital

$193.00 (was $160.26)

BMO Capital

Feb 17, 2026 07:59 AM • TheFly

Morningstar price target lowered to $280 from $320 at UBS

$280.00 (was $158.07)

UBS

Feb 13, 2026 09:36 AM • TheFly

Morningstar (MORN) PT Lowered to $250 at BMO Capital

$250.00 (was $214.43)

Jeffrey Silber · BMO Capital

Oct 30, 2025 11:41 AM • StreetInsider

Morningstar price target lowered to $320 from $350 at UBS

$320.00 (was $208.83)

UBS

Oct 30, 2025 09:28 AM • TheFly

Morningstar price target lowered to $370 from $387 at BMO Capital

$370.00 (was $307.00)

Credit Suisse

Mar 03, 2025 08:23 AM • TheFly

Morningstar downgraded to Neutral from Buy at Redburn Atlantic

$340.00 (was $335.28)

Russell Quelch · Redburn Partners

Oct 09, 2024 01:03 AM • TheFly