Morningstar (MORN) Stock News

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.

Morningstar (Nasdaq: MORN) has announced a strategic acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago for $375 million. The acquisition will position Morningstar as one of the largest index providers for public US equity index funds, with CRSP's indexes currently serving as benchmarks for over $3 trillion in US equities.

CRSP, founded in 1960, generates $55 million in annual revenue and is known for its comprehensive historical US equity and index data. The acquisition includes CRSP Market Indexes, which are tracked by several Vanguard funds including the Vanguard Total Stock Market Index Fund. The transaction is expected to close in Q4 2025, subject to regulatory approval.

Morningstar (Nasdaq: MORN), a leading provider of independent investment insights, has announced its quarterly dividend declaration. The company's board of directors has declared a dividend of 45.5 cents per share, maintaining the same level as the previous quarter's payment in July.

The dividend will be payable on October 31, 2025, to shareholders of record as of October 3, 2025.

Morningstar (NASDAQ: MORN) has released its fourth annual Voice of the Asset Owner survey, revealing significant shifts in global investment strategies. The comprehensive study, covering 500+ asset owners across 11 countries managing approximately $19 trillion in assets, highlights three major trends:

First, 76% of asset owners view increasing trade disputes as material to investments, with 40% planning to reduce US allocations. Second, ESG integration is expanding, with 20% of asset owners applying ESG to over 75% of their AUM, an 8% increase from 2024. Third, climate considerations are gaining prominence, with 56% prioritizing climate transition readiness and 50% measuring carbon footprints.

The survey also reveals strong support for ESG regulations, with 55% of asset owners viewing them positively, while 46% oppose recent regulatory rollbacks.

Morningstar (Nasdaq: MORN) has launched the groundbreaking Morningstar PitchBook US Modern Market 100 Index, the first benchmark combining public and private equity exposure in a single index. The innovative index tracks 100 of the largest US companies, blending 90 public firms with 10 venture-backed private leaders like SpaceX, OpenAI, and Stripe.

The index maintains a 90% public and 10% private allocation to reflect market structure, with daily calculations based on verified secondary market transactions for private companies and exchange closes for public firms. Built for investability, it features transparent pricing, liquidity screens, and quarterly rebalances, providing investors a unified framework to evaluate both public and private investments.

Morningstar (Nasdaq: MORN) has launched its first-ever Morningstar Medalist Ratings for Semiliquid Funds, introducing a qualitative rating system to evaluate the growing semiliquid fund market, which has expanded over 60% since 2022.

The ratings use a five-tier scale (Gold, Silver, Bronze, Neutral, and Negative) and assess funds based on investment process, management team, and parent firm criteria. In their initial batch of ratings, PIMCO Flexible Credit Income received a Silver rating, while PIMCO Flexible Municipal Income earned Bronze. Several other funds from Capital Group KKR and TCW received Neutral ratings, with First Trust Alternative Opportunities receiving a Negative rating.

The new rating system aims to bridge the information gap for investors navigating the complex semiliquid fund market, with ratings available on Morningstar.com and integrated into the Direct Platform products.