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) will announce its first-quarter 2026 financial results after the market closes on Wednesday, April 29, 2026.
The company will not host an analyst conference call; investors may submit written questions to Morningstar at investors@morningstar.com.
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.