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.
Morningstar (Nasdaq: MORN) declared a quarterly dividend of $0.50 per share, an increase of approximately 10% from the prior quarterly rate of $0.455. The dividend is payable Jan. 30, 2026 to shareholders of record as of Jan. 2, 2026.
The 4.5-cent quarterly increase raises the annualized dividend to $2.00 per share from the prior $1.82 per share. The company expects to pay three additional dividends in 2026 with record/payable dates of Apr. 3/Apr. 30, July 10/July 31, and Oct. 2/Oct. 30. Subsequent dividends remain subject to board approval.
Morningstar (Nasdaq: MORN) announced updates to its Medalist Rating methodology that will go live globally in April 2026. The update simplifies the rating structure, increases transparency of the quant-driven pillars (People, Process, Parent), and adds a new Medalist Rating Price Score ranging from -2.5 to 2.5 to reflect fee advantage or liability. Funds will be evaluated against their Morningstar Category average rather than a benchmark, and fixed rating thresholds will replace forced distribution to improve stability. The five-tier scale (Gold, Silver, Bronze, Neutral, Negative) and analyst-led pillar ratings remain central. Morningstar will publish methodology documents, an explainer article, a detailed FAQ, and host a client webinar to discuss the changes.
Morningstar (Nasdaq: MORN) announced integrations that let licensed users access its AI-ready data and research inside Microsoft AI tools, including Microsoft Foundry, Copilot Studio, and a coming connection to Microsoft 365 Copilot. The integrations surface Morningstar’s global coverage of open-end funds, ETFs, stocks, portfolio analytics, ratings, performance data, and proprietary methodologies, and enable entitlement-based secure access via the Morningstar Agent and the Model Context Protocol (MCP) Server.
Morningstar said the connectors aim to accelerate research, portfolio analysis, client reporting, compliance workflows, and custom AI agents for advisors, asset managers, and institutional investors.
Morningstar (Nasdaq: MORN) published its 2026 Outlook on November 17, 2025, offering global and regional guidance to help investors build durable portfolios amid uncertainty.
The report emphasizes preparation over prediction, drawing on Equity, Manager, and Behavioral research across the United States, United Kingdom, Australia, South Africa, and Asia. Core themes include a cyclical US dollar decline presenting opportunities in non-US markets, risks of AI concentration in US equities, and the need to stay focused amid tariff shifts, Fed leadership change, and rising unemployment.
Morningstar also announced multiple live webinars in November and December to discuss the Outlook.
Morningstar (Nasdaq: MORN) and PitchBook will launch the Morningstar PitchBook US Evergreen Fund Indexes, a rules-based index family covering semiliquid “evergreen” funds across private equity, private debt, real estate, infrastructure, and multi-asset strategies.
The full suite is expected to be available in Q1 2026 and includes monthly and daily subindexes to capture different reporting cadences. As of mid-2025 U.S. evergreen funds managed approximately $450 billion in net assets, up from $250 billion in 2022; Morningstar and PitchBook project the market could exceed $1 trillion by 2030.
Morningstar (Nasdaq: MORN) reported third-quarter 2025 results: revenue $617.4M (+8.4% reported, +9.0% organic) and adjusted operating income $150.6M (+15.6%).
Key drivers included strong performance at Morningstar Credit (revenue +28.5%) and contributions from Morningstar Direct Platform and PitchBook. Diluted EPS was $2.17 (down 21.7%), while adjusted diluted EPS rose to $2.55 (+27.5%). Free cash flow in the quarter was $160.1M (+2.8%). The company completed its $500M buyback program and the board approved a new $1B repurchase authorization effective Oct. 31, 2025.
Morningstar DBRS (NYSE:MORN) announced on October 28, 2025 the opening of a new Asia Pacific regional hub in Sydney, Australia, expanding its global credit ratings footprint into the region.
Key elements: AFSL granted by ASIC in October enabling issuance of credit ratings to wholesale clients in Australia; appointments of Kevin Stephenson (Head of APAC Credit Ratings) and Natalie Wells (Head of APAC Business Development); a local team supported by Morningstar DBRS’ ~900 professionals and capability to rate over 160 asset classes.
Morningstar, Inc. (Nasdaq: MORN) announced a strategic collaboration on October 22, 2025 to integrate Morningstar Retirement’s advisor managed accounts into NPPG Plan Professionals (NPPG) Pooled Employer Plan (PEP) offerings. The integration aims to deliver personalization at scale to small and mid-sized employers that historically lacked access to customized retirement plans.
The partnership positions NPPG as the pooled plan provider overseeing compliance, administration, and fiduciary duties while Morningstar supplies advisor-managed investment solutions. The release cites 56 million U.S. workers lacking workplace retirement plans and notes advisor eligibility will follow each advisor’s home office policies. For more information, visit Morningstar’s retirement business site.
Morningstar (Nasdaq: MORN) published its ninth annual 2025 HSA Landscape Report, evaluating 11 HSA providers across spending and investment use cases.
Key findings: HSA assets reached $146 billion in 2024 (+18% YoY); the One Big Beautiful Bill Act (July 2025) could add an estimated 3–4 million participants; fee competition and AI investments are shaping offerings. Fidelity earned High for both spending and investment. Four providers scored Above Average or better across both account types.
Morningstar (Nasdaq: MORN) announced it will release its third-quarter 2025 financial results after market close on Wednesday, October 29, 2025. While the company does not conduct analyst conference calls, investors can submit questions directly to Morningstar via email at investors@morningstar.com.
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