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. provides independent investment insights, data, research, indexes, credit ratings, and investment-management services for individual investors, financial advisors, asset managers, retirement providers, institutional clients, and market-data redistributors. News about the company commonly covers financial results, product development across the Morningstar Direct Platform, PitchBook private capital market intelligence, Morningstar Credit and Morningstar DBRS, Morningstar Indexes, and Morningstar Wealth and Retirement.
Recurring updates also include integrations that distribute Morningstar and PitchBook research through external platforms, index launches and rebrands, credit-market research tools, awards tied to manager research, completed acquisitions such as CRSP, dividend actions, and governance matters.
Morningstar (Nasdaq: MORN) announced that its enterprise-wide AI Academy received three Brandon Hall Group™ HCM Excellence Awards®: a Gold for Best Custom Content and Silver awards for Best Learning Strategy and Best Use of AI for Learning.
The 10-week AI Academy builds AI fluency, confidence, and responsible-use skills through self-paced learning, facilitation, peer collaboration, and hands-on practice. According to Morningstar, the program has reached more than 6,000 employees globally, representing over half its workforce, and is being expanded with a refreshed digital-first experience and a new Agentic AI module.
Morningstar (Nasdaq: MORN) and its subsidiary PitchBook are joining Google Cloud as launch partners for the preview of Gemini Enterprise for Financial Services, with upcoming Model Context Protocol (MCP) integrations expected to be available imminently.
The integrations will let eligible Morningstar and PitchBook subscribers access independent public and private market data, research, ratings, and private capital markets intelligence directly inside Gemini Enterprise, enabling source-attributed, AI-grounded investment research workflows for investors and financial professionals.
Morningstar (Nasdaq: MORN) reported second-quarter 2026 revenue of $663.2 million, up 9.6% year over year, with organic revenue growth of 6.8% (8.2% excluding product sunsets). Operating income rose 28.4% to $160.6 million, with operating margin expanding to 24.2% and adjusted operating margin to 26.5%.
Diluted EPS increased 35.4% to $2.83, while adjusted diluted EPS grew 29.2% to $3.10. Operating cash flow climbed 57.3% to $155.7 million and free cash flow 96.3% to $122.5 million. Key growth drivers were Morningstar Credit (revenue +23.4%), Morningstar Retirement (+17.0%), and continued contributions from Morningstar Direct Platform and PitchBook. The company completed $100 million of Q2 share repurchases and holds $523.8 million of cash and investments against $1.7 billion of debt as of June 30, 2026.
Morningstar (NASDAQ:MORN) has completed rebranding the CRSP Market Indexes to Morningstar Market Indexes, aligning a benchmark family underpinning more than $3 trillion in investor assets with the Morningstar brand. The rebrand is limited to naming; index methodologies remain unchanged and client service is not disrupted.
The suite, built on CRSP’s rules-based, academically grounded methodology, includes the flagship Morningstar US Total Market Index, now the name for the former CRSP US Total Market Index, which underlies major Vanguard mutual funds, ETFs, and equity index futures contracts listed by CME Group.
PitchBook (NASDAQ:MORN) will co-host a live recording of Madrona’s Founded & Funded podcast during the fourth annual Seattle Tech Week at PitchBook’s Seattle headquarters. Executive VP of Research & Market Intelligence Nizar Tarhuni and Madrona partner Sabrina Albert will discuss AI, venture funding concentration and the IPO pipeline.
According to PitchBook, three companies captured roughly two-thirds of all AI venture funding in Q1 2026, while the US private market holds a record 945 unicorns worth $5.3 trillion. The event, scheduled for Tuesday, July 28, 3:00–6:00 PM, includes a live discussion, audience Q&A and networking reception.
Lumonic (MORN), an AI-powered portfolio monitoring platform and PitchBook company, announced general availability of its Model Context Protocol (MCP) server for all customers. The server connects approved MCP-enabled assistants such as ChatGPT and Claude directly to a firm’s Lumonic workspace, providing read-only access to portfolio financials, covenant status, reporting status, and KPIs, all mapped to existing user permissions.
Each figure returned includes a link to its exact source document location, supporting audit-ready workflows. Lumonic also launched an MCP Library of tested prompts and artifacts and highlighted combined use with PitchBook’s Premium Connector to pull private market data and portfolio financials into unified, auditable Excel models.
Morningstar (NASDAQ: MORN) has launched the Morningstar US Capital Allocation Leaders Index, a research-driven index targeting mid- and large-cap US companies whose management teams are assessed as having strong, shareholder-friendly capital allocation track records. The index combines Morningstar’s forward-looking equity research with a transparent, rules-based methodology.
The index will serve as the underlying benchmark for the Global X Morningstar Capital Allocation Leaders ETF (CPTL). It focuses on companies with a favorable Morningstar Capital Allocation Rating, which evaluates management across three pillars: investment efficacy, balance sheet health, and shareholder distributions.
PitchBook, a private capital market intelligence platform, announced it was named “Best Alternative Data Provider” in the Waters Technology Rankings 2026, based on crowd-sourced votes from capital markets technology professionals. Winners were revealed July 1 at the Waters Technology Risk & Markets Show in London.
According to the company, PitchBook tracks more than 12.75 million companies, 3 million deals, 600,000 investors, 170,000 funds, 64,000 limited partners, and 128,000 service providers. In February it launched PitchBook Valuation Estimates, covering over 15,000 VC-backed companies, and in July introduced Time to Exit, a machine learning feature within its VC Exit Predictor.
Morningstar (Nasdaq: MORN) announced it will relocate its London operations, including PitchBook teams, to a new office at One Millennium Bridge near St Paul’s, London. The company plans to occupy about 75,000 square feet, with the move targeted for June 2027.
According to Morningstar, consolidating colleagues from across Morningstar and PitchBook in one modern, well-connected workplace is intended to support current working practices, enhance collaboration, and create a welcoming space for clients and partners. The building was chosen for its central location, strong sustainability credentials, and targeted BREEAM Excellent and EPC A ratings, as well as its all-electric heating and cooling system and river views.
PitchBook (MORN) launched Time to Exit, a machine learning tool within its VC Exit Predictor that estimates the probability a VC-backed company will exit within one, three, or five years. It updates daily using company and market data, supporting deal sourcing, portfolio monitoring, LP reporting, and benchmarking.