Welcome to our dedicated page for Morningstar news (Ticker: MORN), a resource for investors and traders seeking the latest updates and insights on Morningstar stock.
Morningstar, Inc. (MORN) provides independent investment research and data services to financial professionals worldwide. This news hub aggregates official press releases, earnings updates, and verified market developments related to Morningstar's operations and industry leadership.
Access real-time updates on Morningstar's financial performance, product innovations, and strategic partnerships. Investors and analysts will find essential information including quarterly results, leadership changes, research methodology enhancements, and market expansion initiatives.
Our curated collection features Morningstar's announcements across key areas: mutual fund ratings updates, ESG analysis advancements, data platform upgrades, and regulatory compliance developments. All content is sourced directly from company filings and authorized communications.
Bookmark this page for streamlined access to Morningstar's latest corporate news. Combine these updates with the company's historical analysis tools and proprietary research methodologies for comprehensive market insights.
Morningstar reported strong Q1 2025 financial results with revenue growing 7.2% to $581.9 million, while organic revenue increased 9.1%. The company's operating income rose 23.2% to $114.1 million, with diluted earnings per share up 22.1% to $1.82.
PitchBook and Morningstar Credit were the main growth drivers. PitchBook revenue grew 10.9% to $163.7 million, while Morningstar Credit saw a 21.1% increase to $73.0 million. The company expanded its private credit offerings through acquisitions of Lumonic and DealX.
Operating expenses increased 3.9% to $467.8 million, primarily due to higher compensation costs. The company maintained strong cash positions with $559.2 million in cash and investments, while carrying $803.7 million in debt. During Q1, Morningstar repurchased $109.6 million of shares and paid $19.5 million in dividends.
Morningstar (MORN) has announced it will release its first-quarter 2025 financial results after market close on Wednesday, April 30, 2025. The company noted that it does not conduct analyst conference calls, but investors can submit their questions directly to Morningstar via email at investors@morningstar.com.
Morningstar (Nasdaq: MORN) has announced the winners of its 2025 Morningstar Awards for Investing Excellence UK, recognizing outstanding fund offerings and asset management groups. The awards, which span two categories - Morningstar Category Awards and Morningstar Asset Manager Awards - evaluate funds and managers based on their long-term service to investors and potential for strong risk-adjusted returns.
The selection process combines risk-adjusted medium to long-term performance records with Morningstar's forward-looking Medalist Rating™, which includes a Parent pillar component. The rating system operates on a five-tier scale: Gold, Silver, Bronze, Neutral, and Negative at the share class level.
Morningstar (Nasdaq: MORN), a leading provider of independent investment research, has announced its board of directors has declared a quarterly dividend of 45.5 cents per share. The dividend amount remains consistent with the previous payment made in January.
The dividend will be payable on April 30, 2025, to shareholders of record as of April 4, 2025.
Morningstar (Nasdaq: MORN) has announced its 37th annual Morningstar Investment Conference, scheduled for June 25-26, 2025, at Chicago's Navy Pier. The conference will feature industry leaders addressing key investment trends and challenges.
Key highlights include:
- A fireside chat between Morningstar CEO Kunal Kapoor and Apollo Global Management CEO Marc Rowan on public-private market convergence
- Dana Emery's keynote panel on active vs. passive strategies
- Retirement planning discussions led by Christine Benz with Jean Chatzky and Carolyn McClanahan
- Geopolitical insights from retired U.S. Army General Stanley McChrystal
The conference offers three pass types: a free Hosted Advisor pass for registered investment advisors with valid CRD, an Advisor pass ($399 early bird, $499 after May 14), and a General Attendee pass ($999 early bird, $1,199 after May 14). New this year, AI-powered matching for service provider appointments is available for Hosted Advisors.
Morningstar (Nasdaq: MORN) announced two strategic acquisitions to enhance its private credit and structured finance offerings. The company acquired Lumonic Inc., a private credit portfolio monitoring platform, on March 3, 2025, and DealX, a provider of CMBS and CLO data, on March 1, 2025.
Lumonic will operate as a subsidiary of PitchBook, bringing automated covenant compliance, financial tracking, and AI-driven portfolio analytics capabilities. Founded in 2023, Lumonic's platform enables real-time tracking of borrower financial data, compliance, and portfolio health.
DealX, which has been a strategic partner with Morningstar Credit since 2022, strengthens Morningstar's analytics in the structured finance sector. The acquisition will enhance CRE Analytics platform capabilities and expand services in private credit and leveraged loan markets.
Morningstar (MORN) reported strong financial results for Q4 and full-year 2024, with notable growth across key metrics. Q4 revenue increased 9.7% to $591.0 million, with organic revenue up 10.6%. The company's operating income surged 78.2% to $168.2 million, including a $64.0 million gain from the sale of US TAMP assets.
Full-year 2024 highlights include an 11.6% revenue increase to $2.3 billion, with operating income up 110.2% to $484.8 million. Diluted EPS grew 160.8% to $8.58. Cash flow performance was robust, with operating cash flow up 87% to $591.6 million and free cash flow increasing 127.5% to $448.9 million.
Key segment performance showed PitchBook revenue growing 12.5% to $162.5 million, Morningstar Credit up 33.8% to $82.3 million, and Morningstar Data and Analytics increasing 1.7% to $196.0 million.
Morningstar (Nasdaq: MORN) has launched the Morningstar® PitchBook Buyout Replication Index™, designed to mirror private equity buyout investments through publicly listed equities. The index tracks small- and mid-cap stocks that share characteristics with private equity buyout targets, focusing on companies with strong free cash flows.
The innovative index employs a systematic approach, combining industry exposure aligned with the U.S. buyout market and utilizing machine learning for constituent selection. It addresses key challenges in private equity benchmarking, including the lack of representative benchmarks and issues with traditional equity indexes that fail to capture the distinct private equity approach.
Key features include private equity-like returns with enhanced liquidity, AI-driven innovation through neural networks, accurate representation of buyout portfolio characteristics, and improved transparency with daily marked-to-market updates. The index leverages PitchBook's extensive data on buyout funds and transactions.
Morningstar (MORN) and SS&C Technologies announced a strategic alliance integrating SS&C's Black Diamond® Wealth Platform with Morningstar's new Direct Advisory Suite. This integration combines Morningstar's investment data, research, and portfolio analysis with Black Diamond's portfolio accounting, client communications, and performance reporting capabilities.
The Direct Advisory Suite, built on Morningstar's Direct Platform, represents the next evolution of Advisor Workstation, which serves over 175,000 advisors. It features extensive research tools, advanced portfolio analytics, and AI-powered assistance. The approximately 2,700 wealth management firms using Black Diamond will have optional access to these capabilities.
As part of this transition, Morningstar will retire Morningstar Office, offering users a customized migration process to Black Diamond while maintaining access to Morningstar's data and research.
Morningstar (Nasdaq: MORN) announced it will release its fourth-quarter and full-year 2024 financial results after market close on Wednesday, February 26, 2025. The company noted that it does not conduct analyst conference calls. However, investors can submit their questions directly to Morningstar via email at investors@morningstar.com.
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