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 , 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

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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.

Morningstar Launches Analytics Lab, a Data Science Platform for Finance Professionals

CHICAGO , May 11, 2022 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced chief talent and culture officer Bevin Desmond's decision to depart Morningstar this August. The firm will begin a search for Desmond's successor immediately.

Bevin Desmond to Depart Morningstar

Morningstar´s shares have enjoyed sound operational performance and valuation multiple inflation in recent years. Higher interest rates result in some valuation multiple compression, but valuations remain very demanding here.

Morningstar - Not A Star Here

CHICAGO , April 27, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, posted strong first-quarter revenue growth, highlighting continued momentum across the business. "We're guiding investors through a time of heightened volatility, and pleased that our organic growth remains strong," said Kunal Kapoor, Morningstar's chief executive officer.

Morningstar, Inc. Reports First-Quarter 2022 Financial Results

Mary Ellen Stanek of Baird is named Outstanding Portfolio Manager; PRIMECAP is recognized for Exemplary Stewardship CHICAGO , April 20, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced winners of the 2022 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms who demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors.

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