Morningstar Stock Price, News & Analysis

Morningstar (Nasdaq: MORN) announced it will release its second-quarter 2025 financial results after market close on Wednesday, July 30, 2025. While the company does not conduct analyst conference calls, investors can submit questions directly to investors@morningstar.com.

Morningstar (Nasdaq: MORN) has launched a new Canadian digital investment research hub, offering free access to localized investment research, data, and insights in both English and French. The platform is part of a broader rollout of 12 new digital experiences across Canada, Europe, and Asia, replacing legacy platforms.

The new Canadian platform features region-specific investment news, interactive investment screeners, personalized watchlists, and enhanced Morningstar research reports tailored to local regulatory frameworks. The service is offered completely free of charge and includes premium access to Morningstar's tools, insights, and member-only newsletters.

Morningstar (Nasdaq: MORN) has launched a new digital investment research hub for UK investors, offering free access to localized investment research, data, and insights. The platform is part of a broader rollout of 12 new digital experiences across Europe, Asia, and Canada, replacing legacy systems.

The new UK platform features region-specific investment news, interactive investment screeners, personalized watchlists, and enhanced Morningstar research reports tailored to local regulatory frameworks. The service provides free membership access to Morningstar's premium tools, insights, and member-only newsletters.

Morningstar (Nasdaq: MORN) has announced the launch of its new Asia digital investment research hub, a free platform designed to provide localized investment research, data, and insights for Asian investors. The platform is part of a broader rollout of 12 new digital experiences created for different markets globally.

The new hub features region-specific investment content, including localized investment news, interactive investment screeners, personalized watchlists, and enhanced Morningstar research reports. The platform offers free membership access to Morningstar's premium tools, insights, and member-only newsletters.

Morningstar (NASDAQ: MORN) has unveiled new features in its Direct Advisory Suite to help financial advisors better analyze and integrate private investments into client portfolios. The platform now includes expanded investment research capabilities, enhanced risk profiling, portfolio transparency tools, and proposal-ready reporting.

The launch comes as private market interest grows, with 25% of retail investors already holding private equity investments, rising to 35% among those with $500,000+ in investable assets. Starting next quarter, Morningstar will introduce Medalist Ratings for semiliquid funds, including interval funds, tender-offer funds, nontraded BDCs, and REITs. The company notes that while semiliquid funds offer expanded private market access, they carry significant risks, including fees three times higher than traditional open-end funds.

Morningstar (Nasdaq: MORN) has released a comprehensive report on semiliquid funds, highlighting the rapid growth and complexities of private market investment vehicles. The report reveals that semiliquid fund assets grew 60% to $344 billion in 2024 from $215 billion in 2022, with credit becoming the largest asset class at $188 billion.

Key findings show that these funds typically charge fees three times higher than traditional open-end funds and extensively use leverage. Morningstar will begin assigning qualitative Medalist Ratings to semiliquid funds in Q3 2025 to help investors navigate these complex investments.

Morningstar (NASDAQ: MORN), a leading independent investment insights provider, has announced its board of directors has declared a quarterly dividend of $0.455 per share. The dividend amount remains unchanged from the previous quarter's payment in April. Shareholders who are on record as of July 11, 2025, will receive the dividend payment on July 31, 2025. This dividend declaration reflects Morningstar's commitment to providing consistent returns to its shareholders.

Morningstar (NASDAQ: MORN) has announced the launch of its Morningstar Medalist Rating™ for Semiliquid Funds, expanding its rating framework to evaluate semiliquid investment vehicles. The new rating system will use Morningstar's five-tier scale (Gold, Silver, Bronze, Neutral, and Negative) to assess interval funds, tender-offer funds, nontraded REITs, and BDCs in the US, along with ELTIFs, LTAFs, and certain Australian managed investment schemes. The rating will begin in Q3 2025, focusing on US-based semiliquid strategies. This expansion comes as semiliquid funds have shown significant growth, with U.S. interval funds growing at nearly 40% annually over the past decade. The rating aims to help investors evaluate these complex investments, assess their suitability, and monitor changes that could impact performance.

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.