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.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that the Intelligent Medicine Exchange (“IMX”), the first futures and options exchange focused on the healthcare economy, has aligned with Morningstar Indexes to offer its first futures product. The IMX exchange was designated by the Commodity Futures Trading Commission in January of this year. Healthcare represents nearly 20% of U.S. GDP but until IMX there was no.

Morningstar Indexes Selected by IMX Health for First Healthcare Futures Exchange Product Offering

Morningstar stock jumped to new highs after fourth quarter results. iShares ETFs owner BlackRock also hit a new high.

Morningstar, IShares ETFs Provider Hit New Highs

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit fourth-quarter revenue growth, with positive contributions from across the business. For the full year, the Company reported positive revenue growth, with particular strength in its license-based products. "We finished 2023 on a strong note, crossing $2 billion in revenue for the fiscal year and delivering meaningful increases in organic revenue, margins, and ca.

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2023 Financial Results

Integrating Company Research and Evaluation Processes to Curate Investment Choices CHICAGO , Feb. 12, 2024 /PRNewswire/ -- Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S. Wealth Platform, after undergoing a rigorous selection process. This expansion offers increased flexibility and choice to advisors and their clients, elevating the advisor-investor experience.

Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform

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CHICAGO , Jan. 22, 2024 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2023 financial results after the market closes on Thursday, Feb. 22, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2023 Financial Results on Feb. 22

iCapital's investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. CHICAGO and NEW YORK , Jan. 17, 2024 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, today announced a strategic relationship to provide Advisor WorkstationSM users with access to alternative investments and analytics for the first time.

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

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5 Upcoming Dividend Increases To Start 2024, Including A Dividend King

The suite of APIs combines Morningstar's IP with powerful front-end functionality, empowering firms to innovate their digital investment capabilities CHICAGO, Dec. 13, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of Direct Web Services, a collection of application programming interfaces (APIs) that packages Morningstar's data, research, and calculation engines for financial services firms to use in their own digital solutions. Direct Web Services is complemented by a newly created global network of certified partners to seamlessly integrate API functionality for firms developing sophisticated websites and applications.

Morningstar Direct Web Services Brings Sophisticated Investment Data, Research, and Calculation APIs to Power Firms' Digital Platforms

CHICAGO , Nov. 15, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook Global Unicorn Industry Vertical Indexes™, a suite of eleven indexes that take Morningstar's global unicorn index series to the next level by offering insights into the industry trends that are propelling and shaping today's venture capital innovation economy. The new indexes combine the leading venture company data, analytics and insights from PitchBook, an independent subsidiary of Morningstar, with the indexing expertise of Morningstar Indexes, one of the fastest-growing global index providers.

Morningstar and PitchBook Introduce New Indexes to Provide Investors with Deeper Insight into Emerging Venture Capital Companies

Envestnet

New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX CHICAGO and BERWYN, Pa. , Nov. 6, 2023 /PRNewswire/ -- The retirement groups within Morningstar Investment Management LLC ("Morningstar Retirement"), a subsidiary of investing insights firm Morningstar, Inc. (Nasdaq: MORN), and Envestnet, a leading provider of integrated technology, intelligent data and wealth solutions, are planning to launch a managed accounts service for Individual Retirement Accounts (IRA) powered by IRALOGIX.

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

CHICAGO , Nov. 2, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 54 of the nation's largest 529 college-savings plans, which represent more than 90% of the industry's approximately $415 billion in 529 plan assets as of Aug. 31, 2023. The Medalist Rating expresses Morningstar manager research analysts' forward-looking views of which plans are best suited to help investors reach their goals.

Morningstar Releases Medalist Ratings for 54 of the Nation's Largest 529 College-Savings Plans, Including 10 Upgrades and Seven Downgrades

Assets continue to climb as the space matures, yet issues in transparency and fees persist CHICAGO , Oct. 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its seventh annual landscape study on health savings accounts (HSAs) available to individuals. The study evaluated 10 of the top HSA providers on two different use cases: as investment accounts to save for future medical expenses and as spending accounts to cover current medical costs.

Morningstar's Health Savings Account Landscape Shows Continued Industry Improvement

CHICAGO , Oct. 25, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid third-quarter revenue growth, driven primarily by the performance of its license- and asset-based products. "We saw strength in the business this quarter as license-based products continued to thrive and our asset-based products rebounded with the markets," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Third-Quarter 2023 Financial Results

As stakes rise, institutional investors address an increasingly complex and challenging sustainable investment environment. CHICAGO , Oct. 4, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its second annual Voice of the Asset Owner survey, revealing that two of three asset owners (67%) believe ESG has become more material to investment policy in the past five years, with the environment and issues around net-zero emissions cited as key ESG materiality drivers.

Asset Owners Highly Committed to ESG As Implementation Challenges Persist; Morningstar Survey

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CHICAGO , Sept. 25, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2023 financial results after the market closes on Wednesday, Oct. 25, 2023.

Morningstar, Inc. to Announce Third-Quarter 2023 Financial Results on Oct. 25

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CHICAGO , Sept. 15, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the dividend paid in July.

Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share

Morningstar launches new advisor-centered research, business intelligence solution for home offices, and the next step for its AI chatbot Mo CHICAGO , Sept. 11, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, joins Future Proof, the world's largest wealth festival, Sept.

Morningstar Brings the Evolving Investor to Future Proof

CHICAGO , Aug. 15, 2023 /PRNewswire/ -- The Morningstar Retirement group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), and ADP Retirement Services, a leading provider of retirement plan services for businesses of all sizes, are working together to offer more employees—regardless of the size of the company they work for—access to personalized retirement investment and savings advice through managed accounts. ADP's decision to team with Morningstar Investment Management comes at a time when retirement plan participants are looking for increased help navigating an uncertain economic environment.

Morningstar Investment Management and ADP Retirement Services Team Up to Drive Personalized Advice for Employees at Small Businesses

The annual U.S. Fund Fee Study reports record-low average expense ratio for mutual funds and ETFs, driven by heavy outflows from expensive funds CHICAGO , Aug. 8, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual fund fee study, which evaluates trends in the cost of United States (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 0.37% in 2022 from 0.40% in 2021, saving investors an estimated $9.8 billion as a result.

Morningstar Finds Investors Saved Nearly $9.8 Billion In Fund Fees In 2022

CHICAGO , July 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid second-quarter revenue growth, driven by the performance of its license-based products. "Our license-based products continued to perform strongly, while transaction-based revenue was impacted by continued weakness in the issuance of commercial-mortgage-backed securities in the United States," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports Second-Quarter 2023 Financial Results

CHICAGO , June 26, 2023 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2023 financial results after the market closes on Wednesday, July 26, 2023. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

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