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. (NASDAQ: MORN) is frequently in the news as a provider of independent investment insights, data, research, and index solutions across public and private markets. The MORN news feed on Stock Titan aggregates company announcements, research launches, product updates, capital allocation decisions, and other disclosures drawn from Morningstar’s press releases and regulatory communications.
Recent news has highlighted Morningstar’s activity in index development, including the Morningstar PitchBook GenAI 20 Index, which is designed to provide exposure to pure-play generative AI companies as they move from private to public markets. Another notable development is Morningstar Indexes’ appointment as the authorized index provider for the PIMFA Private Investor Index Series and Equity Risk Index Series, benchmarks widely used in the UK wealth management industry.
Morningstar’s news flow also covers research initiatives and retirement-focused analysis. The Morningstar Center for Retirement & Policy Studies has launched a Managed Accounts Research Series and the Defined Contribution Outcomes Model, a simulation framework for evaluating plan design interventions in workplace retirement plans. In addition, Morningstar regularly publishes market outlooks, such as its 2026 Outlook report, which offers global and regional perspectives on building durable portfolios.
Technology and AI-related announcements are another recurring theme. Morningstar and PitchBook have introduced apps in ChatGPT and integrations with Microsoft’s AI tools, enabling licensed users to access Morningstar and PitchBook data and research through natural-language interfaces. Corporate governance and capital management updates, including board appointments, dividend changes, share repurchase authorizations, and credit facility arrangements, also appear in Morningstar’s news.
Investors and financial professionals can use the MORN news page to follow how Morningstar expands its research coverage, index offerings, AI integrations, retirement studies, and capital allocation decisions over time. Regularly reviewing this news can provide context for understanding Morningstar’s strategic priorities and how its business evolves within the investment research and advice industry.
PitchBook (NASDAQ: MORN) announced on March 31, 2026 that PitchBook Pioneer, its on-demand training and certification program, is now open to the public. The program offers self-paced courses, certifications for VC, PE, and finance workflows, and client-only live workshops for hands-on training.
The program aims to broaden access to private market education for students and professionals and includes LinkedIn-displayable certificates upon completion.
Morningstar (Nasdaq: MORN) expanded its data presence on Snowflake Marketplace effective March 31, 2026, delivering Equity Data Sets first and adding broader Morningstar Licensed Data, Indexes, Sustainalytics, DBRS ratings, and Credit Analytics.
This integration aims to improve data discoverability, easier integration, and scalable data management for institutional investors, asset managers, banks, and other market participants.
PitchBook (NASDAQ: MORN) was named to G2’s 2026 Best Financial Services Software Products list, ranking sixth—up two spots from 2025.
The award is based solely on verified customer reviews; PitchBook added 55 new customer reviews in 2025 and is among 0.6% of 175,000+ vendors placed on G2’s awards.
Morningstar (Nasdaq: MORN) announced the winners of the Morningstar Awards for Investing Excellence UK 2026 on March 20, 2026, recognising funds and asset managers for long‑term, risk‑adjusted performance. Winners include JPM Europe Dynamic, BNY Mellon Mlt‑Asst Growth, Royal London Corporate Bond, L&G Global 100 Index, Fidelity Special Situations, and Dimensional.
Selection used multi‑year risk‑adjusted track records plus Morningstar Medalist Rating™ and Parent pillar analysis on a five‑tier scale.
Morningstar (Nasdaq: MORN) declared a quarterly dividend of $0.50 per share.
The dividend is payable April 30, 2026 to shareholders of record as of April 3, 2026, and is consistent with the dividend paid in January. Shareholders with questions were directed to investors@morningstar.com.
PitchBook (NASDAQ:MORN) announced a partnership with Perplexity on March 12, 2026 to integrate PitchBook Essential MCP into Perplexity’s conversational AI. The integration delivers verifiable, source‑attributed firmographic and deal intelligence directly inside Perplexity’s answer engine for private market research.
The collaboration enables users to surface company and transaction data, receive high‑level summaries with links to original PitchBook sources, and ask follow‑up questions about firms, investors, and market themes within Perplexity.
Morningstar Credit Analytics (Nasdaq: MORN) launched enhanced CMBS and CRE credit models plus a Bring Your Own Loan (BYOL) workflow on March 12, 2026. The release adds CMBS Conduit and Agency Multifamily Credit Models, a SASB Credit Assessment Tool, and ratings-aligned loan- and pool-level risk measures.
The BYOL workflow validates, standardizes, geocodes, and benchmarks uploaded loan tapes, enabling faster, consistent credit analysis across structured and private credit using Morningstar DBRS-aligned methodologies.
Morningstar (Nasdaq: MORN) announced the agenda for its 38th annual Morningstar Investment Conference, June 17-18, 2026, at Chicago’s Navy Pier. The in-person event covers private markets, active management, retirement planning, geopolitical outlooks, fixed income, small- and mid-cap strategies, and accessibility services.
Speakers include Kunal Kapoor, Jon Gray, Will Danoff, David Booth, and Walter Russell Mead, plus panels on dividends, global bonds, credit, and small- and mid-cap investing. Registration options and media credentials are available; agenda is subject to change.
Morningstar (NASDAQ: MORN) launched an AI assistant embedded in Direct Advisory Suite on March 9, 2026, designed to create an interactive, connected advisor workspace.
The assistant uses Morningstar independent data to automate research, portfolio analysis, meeting briefs and proposal generation, is enterprise‑grade secure, does not use client data to train models, and is rolling out to a subset of US-based users with broader US and Canadian availability planned through 2026.
Morningstar (Nasdaq: MORN) announced a multiyear collaboration with University of Illinois Gies College of Business valued at nearly $5 million, combining in-kind Morningstar Direct licenses, training, mentorship, and a $25,000 scholarship pledge to bring professional investing tools into the classroom.
The program provides Morningstar Direct access valued at nearly $1 million per year for five years, experiential modules, guest lectures, and immediate deployment in Gies’ Margolis Market Information Lab to strengthen the Midwest finance talent pipeline.