$MORN News
Last published 16h ago
- 16h agoMORNMorningstar Research Projects Universal Automated Savings Policies Could Improve Retirement-Income AdequacyBusiness WireCHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today released “From Access to Adequacy: Modeling Universal Automated Savings,” a new analysis from Morningstar’s Center for Retirement & Policy Studies examining how federal savings policies could help more Americans prepare financially for retirement. Researchers used Morningstar’s ...
- 3d agoMORNMorningstar Releases 2026 Medalist Ratings for 529 College Savings Plans, With 10 Upgrades and No DowngradesBusiness WireCHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today reveals the 2026 Morningstar Medalist Ratings™ for 60 of the nation’s most prominent 529 college savings plans. The Morningstar Medalist Rating for 529 College Savings Plans is a forward-looking assessment designed to help investors identify 529 plans that Morningstar analysts b ...
- 2w agoMORNMorningstar, Inc. - EX-99.1Earnings ReleasesForm 8-K - Current report - Item 2.02 Item 7.01 Item 9.01
- 2w agoMORNMorningstar, Inc. Reports Third-Quarter 2026 Financial ResultsBusiness WireMorningstar, Inc. (NASDAQ:MORN) reported growth in revenue, operating and adjusted operating income, and margins in the third quarter. "We continue to put important product enhancements in the hands of our
- 3w agoMORNPitchBook Data Premium Connector Integration with Harvey Now Generally Available as AI Adoption of PitchBook Data GrowsBusiness WireIntegration with Harvey brings trusted private market intelligence directly into legal and deal workflows PitchBook, the leading private capital market intelligence platform, today announced the general availability
- 1mo agoMORNPitchBook Launches an Agentic Platform Assistant and New PitchBook Data MCP to Meet Investors' Rapidly Evolving Workflow NeedsBusiness WirePitchBook AI automates and schedules repeatable workflows within PitchBook, while PitchBook Data MCP brings PitchBook’s proprietary intelligence natively into investors' own systems PitchBook, a leading private
- 1mo agoBULLETORFUTUHOOD+1Retail Trading Platforms Post Record Quarters as Investor Apps MultiplyPR NewswireVANCOUVER, BC, Oct. 10, 2026 /CNW/ -- Wall Street Investor News Commentary - Four publicly listed retail investing platforms now report more than 41 million funded accounts between them, and two of them reported record
- 1mo agoMORNMorningstar Launches Direct AI, an Agentic Platform Built on Independent InsightsBusiness WireThe transformed Morningstar Direct experience includes an all-new interface and purpose-built agents that are designed to help clients answer complex, high-value questions and reach decisions with greater clarity and
- 1mo agoMORNMorningstar Wealth and Envestnet Expand Advisor Access to Public and Private MarketsBusiness WireMorningstar Public/Private Select Series combines Morningstar Wealth's portfolio construction and due diligence with streamlined implementation through Envestnet Morningstar (NASDAQ:MORN) today announced that its
- 1mo agoMORNAdvisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor StudyBusiness WireAdministrative demands, harder-to-explain investments, and growing client expectations continue to compete for advisors’ time despite rapid AI adoption. Morningstar, Inc. (NASDAQ:MORN), a leading provider of
- 1mo agoMORNMorningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment DonationBusiness WireCompany strengthens its long-term commitment to Chicago through new global headquarters, the city's largest downtown lease in 2026 to date, and a five-year, $5 million philanthropic initiative supporting financial
- 1mo agoMORNPitchBook Wins 2026 TrustRadius Tech Cares AwardBusiness WirePitchBook, the leading private capital market intelligence platform, today announced it has been named a TrustRadius 2026 Tech Cares Award winner. The award honors B2B technology companies that put people, the planet,
- 1mo agoMORNMorningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28Business WireMorningstar, Inc. (NASDAQ:MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may
- 1mo agoMORNPitchBook Releases Next Set of Late-Stage Company Research Covering Prediction MarketsBusiness WirePitchBook adds Kalshi and Polymarket to its late-stage company research coverage PitchBook, the leading private capital market intelligence platform, today announced Kalshi and Polymarket as its next set of
- 1mo agoMORNMorningstar Completes Quarterly Reconstitution for Morningstar Market IndexesBusiness WireSpaceX joins index, micro-cap and value gain ground, and concentration remains elevated, headlining a quarter showcasing the ability of the Morningstar Market Indexes to evolve with changing markets, maintaining the
- 1mo agoMORNMorningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry TrendsBusiness WireTenth annual study evaluates leading HSA providers, highlighting continued asset growth, falling fees, and evolving investment offerings Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing
- 1mo agoMORNMorningstar, Inc. Declares Quarterly Dividend of 50 Cents Per ShareBusiness WireThe 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 July.
- 1mo agoMORNPitchBook Named to 2026 Top 100 Inspiring Place to Work Lists for Global and North America, Marking Consecutive-Year RecognitionBusiness WirePitchBook, the leading private capital market intelligence platform, today announced it has been named a 2026 Top 100 Global Inspiring Place to Work by Inspiring Workplaces Group (IW) for the second consecutive year.
- 1mo agoMORNLumonic Launches Self-Monitoring Portfolio, Lumonic 12.0Business WireNew platform architecture enables firms to direct Lumonic using natural-language instructions, beginning with automated data extraction from portfolio company and borrower documentsLumonic, a PitchBook company, today
- 1mo agoMORNMorningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks RiseBusiness WireFindings show that global asset owners increased exposure to U.S. assets and private markets while identifying generative artificial intelligence, inflation, and energy and supply chains as leading investment
- 1mo agoMORNMorningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market RealityBusiness WireThe U.S. brand campaign brings Morningstar’s "Nothing in your way" message to life through a playful, game-inspired world designed to connect investor barriers to the company’s Data, Credit Ratings, Indexes,
- 2mo agoMORNPitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial ServicesBusiness WireTeams using ChatGPT for Financial Services can access PitchBook's expanded firmographic dataset through the Essential connector PitchBook, the leading private capital market intelligence platform and a business
- 2mo agoGMFMORNGM vs. Ford: U.S. defense, energy sectors add to automakers' century-old rivalryCNBCGeneral Motors and Ford are looking for new potential growth areas, including by seeking military contracts and getting into energy storage businesses.
- 2mo agoMORNMorningstar’s AI Academy Earns Multiple Brandon Hall Group™ HCM Excellence Awards®Business WireEnterprise-wide AI learning program recognized for custom content, learning strategy, and innovative use of AI in workforce development Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing
- 2mo agoMORNMorningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI EcosystemsBusiness WireMorningstar and PitchBook join Google Cloud as launch partners for Gemini Enterprise for Financial Services, bringing source-attributed investment research, data, and private market intelligence directly into Gemini
- 3mo agoMORNMorningstar, Inc. Reports Second-Quarter 2026 Financial ResultsBusiness WireMorningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in the second quarter. "We are continuing
- 3mo agoMORNMorningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market IndexesBusiness WireIndexes underpinning more than $3 trillion in investor assets move under the Morningstar brand, expanding visibility and supporting future growth Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent
- 3mo agoMORNPitchBook and Madrona to Talk AI and Capital Concentration at Seattle Tech WeekBusiness WireBringing the Founded & Funded podcast live for a data-driven look at what's waiting to go public PitchBook, the leading private capital market intelligence platform, today announced it will co-host a live
- 3mo agoMORNLumonic Launches MCP Server, Bringing Audit-Ready Portfolio Data to Leading AI AssistantsBusiness WireThe connector gives ChatGPT and Claude read access to portfolio financials, covenant status, and reporting data, with each figure linked to its source document Lumonic, an AI-powered portfolio monitoring platform for
- 3mo agoMORNMorningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation PracticesBusiness WireGlobal X to use Morningstar’s research-driven index in new Capital Allocation Leaders ETF Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights and market data, today introduced the
- 3mo agoMORNPitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026Business WirePitchBook, 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
- 4mo agoMORNMorningstar Announces New London OfficeBusiness WireMorningstar (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.
- 4mo agoMORNPitchBook’s VC Exit Predictor Now Forecasts When Companies Will ExitBusiness WireThe new Time to Exit tool uses machine learning to predict the likelihood that a VC-backed company will exit within one, three, or five years PitchBook, the leading private capital market intelligence platform, today
- 4mo agoMORNMorningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29Business WireMorningstar, 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
- 4mo agoMORNMorningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise WorkflowsBusiness WireMorningstar, 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
- 4mo agoMORNPitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in ExcelBusiness WireNew integrations bring trusted private market intelligence directly into Microsoft 365 and Excel workflows PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot
- 4mo agoMORNHLIMorningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market.Business WireMorningstar Houlihan CLO Indexes, to be introduced later this year, are designed to improve transparency and consistency in rapidly growing but still underserved market for CLO indexes, data, and research. Morningstar,
- 4mo agoMORNMorningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and VeridionBusiness WireDataset is designed to translate asset-level climate hazards into risk metrics for investors Morningstar Sustainalytics, a leading provider of sustainable investing research, ratings, and data, today announced it is
- 4mo agoMORNMorningstar, Inc. Declares Quarterly Dividend of 50 Cents Per ShareBusiness WireThe 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.
- 4mo agoMORNSTEPStepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets IntelligenceGlobeNewswireNow generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers granular,
- 4mo agoMORNMorningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model PortfoliosBusiness WireLaunching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio
- 5mo agoMORNPitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI AuditabilityBusiness WirePitchBook's data powers Samaya AI's Expert AI Agent Platform — delivering accurate, auditable private market insights into a single workflow PitchBook, the leading private capital market intelligence platform,
- 5mo agoMORNMorningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses SteamBusiness WireLatest State of Semiliquid Funds points to signs of a maturing market and highlights the importance of investor understanding as private market access expands. Morningstar, Inc. (NASDAQ:MORN), a leading provider of
- 5mo agoMORNPitchBook Wins Lattice's 2026 Performance Impact AwardBusiness WirePitchBook, 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
- 5mo agoMORNPitchBook Announces New Premium Connector Integration with Harvey, Bringing Private Market Intelligence Into AI-Native Legal and Deal WorkflowsBusiness WireDeal teams and legal advisors can access PitchBook's trusted private market data directly within Harvey PitchBook, the leading private capital market intelligence platform, today announced a premium partnership
- 5mo agoMORNMorningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS AnalyticsBusiness WireNew integration enables licensed users to query live deal-level credit intelligence within Anthropic's Claude using natural language Morningstar Credit Analytics (MCA), a wholly-owned subsidiary of Morningstar, Inc.
- 5mo agoMORNMorningstar Shares Perspective from Global Asset OwnersBusiness WireContinued commitment to U.S. markets despite policy uncertainty, concerns around market concentration, calls for better climate tools and caution around AI come to the forefront in recent conversations. Morningstar,
- 5mo agoMORNMorningstar Credit Analytics Cuts Through Private Market Opacity with Standardized Corporate Credit AnalyticsBusiness WireMorningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ:MORN), today launched Corporate Credit Analytics, a new set of tools designed to bring greater transparency and consistency to private
- 5mo agoGOOGLAMZNMETAMSFT+31The Balancing Act: AI, Inflation, and the Market's Narrow PathStifel Insights
- 6mo agoFIGSSHOPMORNTSLA+1Baron First Principles ETF | Q3 2026Baron Capital Group