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 Morningstar Sustainalytics is collaborating with XDI and Veridion to enhance its physical climate risk product for asset managers and asset owners.
The partnership combines asset-level hazard modeling, global business intelligence and a new Asset Materiality Assessment to link physical climate exposure to company operations, revenue and long-term earnings capacity.
Morningstar (Nasdaq:MORN) declared a quarterly dividend of $0.50 per share, unchanged from April’s payout. The dividend is payable on July 31, 2026 to shareholders of record on July 10, 2026, providing ongoing cash returns to investors.
Morningstar (Nasdaq:MORN) announced that Morningstar Wealth is collaborating with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch the Morningstar Public/Private Select Series, a suite of research-driven public/private model portfolios for financial advisors.
The models, expected later in 2026, combine ETFs and interval funds, integrate public and private credit and real estate, offer six risk-based portfolios, accessible minimums, and transparent, competitive pricing with no overlay fees. Private market exposure is targeted at roughly 12–20% of each model, depending on risk profile and market conditions.
PitchBook (MORN) announced a premium LLM partnership with Samaya AI, integrating PitchBook’s private market data directly into Samaya’s Expert AI Agent Platform. Investment professionals can access company profiles, deal benchmarks, transaction searches, and auditable transaction multiples within existing workflows, alongside broker research and filings for long-context, traceable analysis.
Morningstar (Nasdaq:MORN) released “The State of Semiliquid Funds 2026,” analyzing a semiliquid, or “evergreen,” fund market nearing $600 billion in assets as of March 2026.
Key themes include a shift from private credit to private equity and venture capital, rising redemption pressure, and growing scrutiny of 3%+ average fees and complex fee structures. Morningstar notes few funds earn strong Medalist Ratings and highlights a significant advisor knowledge gap around semiliquid structures.
PitchBook (NASDAQ:MORN) won Lattice's 2026 Performance Impact Award at the Lattiverse conference. The honor recognizes people strategies that improve business performance.
According to PitchBook, redesigned talent and performance processes lifted review completion rates from 65% to over 90% in one quarter, with 80% of employees reporting useful manager feedback.
CME Group (NASDAQ:CME) and Morningstar entered a multi-year, exclusive licensing agreement for index derivatives. CME Group will launch derivatives based on key Morningstar US equity index benchmarks, including Total Market, Large Cap, Value, Growth, Mid Cap, and Small Cap Indexes.
The Morningstar Market Indexes, currently rebranding from CRSP, underpin over $3 trillion in linked assets. The partnership introduces derivatives on these benchmarks for the first time, aiming to expand risk management tools for global investors.
PitchBook (NASDAQ:MORN) announced a new Premium Connector integration with Harvey, the AI platform for legal and professional services. Licensed users can pull PitchBook’s private company, deal, fund, and investor data directly into Harvey using natural language prompts.
The connector, built on the Model Context Protocol (MCP), lets mutual customers draft and analyze investment memos, term sheets, cap tables, diligence summaries, and fund documents in one workspace, with every figure linked back to its PitchBook source. The integration launches to Harvey customers in June and supports secure Single Sign-On (SSO) for mutual PitchBook–Harvey clients.
Morningstar Credit Analytics (Nasdaq:MORN) launched an AI integration that lets licensed users access CRE and CMBS data directly within Anthropic’s Claude via the Model Context Protocol (MCP). Users can query live loan- and deal-level credit intelligence in natural language while preserving existing data governance and entitlement controls.
The integration supports delinquency, watchlist, special servicing, tranche analytics, and loan-level surveillance across conduit, SASB, CRE CLO, and agency deals. It requires no custom engineering and is part of Morningstar’s broader AI-forward strategy. The solution will be demonstrated at CREFC 2026 in New York.
Morningstar (NASDAQ:MORN) shared qualitative findings from its 2026 Asset Owner Perspectives Survey, based on interviews with 25 major institutional asset owners across North America, Europe and Asia-Pacific.
Key themes include US market concentration risk, diversification into private and real assets, cautious AI use, and evolving climate and sustainability data needs. A quantitative survey will follow in July–August, with results expected in September.