Morningstar Survey: Asset Owners Increase U.S. and Private Market Exposure as AI Risks Rise

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fifth annual Asset Owner Perspectives Survey. Lindsey Stewart, director of institutional insights at Morningstar, said: “Asset owners are navigating a market increasingly shaped by artificial intelligence. They are weighing innovation opportunities against higher valuations, sector and geographic concentration, environmental and social impacts, and governance co.

Business Wire • Sep 16, 2026

Morningstar Says “Game On” to Helping Investors Make Sense of the Public-Private Market Reality

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today launched Game On, a U.S. brand campaign about a complex challenge facing investors: public and private markets are blurring, putting a premium on clarity across both. Private companies are taking longer to go public, with the median age increasing nearly 60% since 2014, private credit is moving into the mainstream, and semiliquid funds are growing strategies for more investors.

Business Wire • Sep 15, 2026

Prediction: Morningstar (MORN) Stock Will Be Worth More Than $13 Billion by 2031 -- 73% Higher Than Its Recent Value. Here's the Math.

Morningstar offers a growing dividend yield and a bigger total shareholder yield. Its shares seem undervalued and likely to grow a lot over the coming five years.

The Motley Fool • Sep 11, 2026

PitchBook's Private Market Intelligence Now Accessible Within ChatGPT for Financial Services

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform and a business unit of Morningstar (NASDAQ: MORN), today announced it is now a data partner for ChatGPT for Financial Services. ChatGPT for Financial Services is a tailored ChatGPT experience that combines built-in financial data with GPT-6 Astra's reasoning to help teams develop research, financial models, and client materials in their firm's formats. Through PitchBook's expanded Essential dataset, te.

Business Wire • Sep 10, 2026

Baron Partners Fund Q2 2026 Contributors And Detractors

Baron Partners Fund performed very well in the second quarter, gaining 16.61% (Institutional Shares). Top contributors include Space Exploration Technologies, Tesla, Red Rock Resorts, Hyatt Hotels and Birkenstock Holding. Top detractors include CoStar Group, Gartner, Guidewire Software, Morningstar and IDEXX Laboratories.

Seeking Alpha • Sep 10, 2026

Baron Focused Growth Fund Q2 2026 Portfolio Update

Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.

Seeking Alpha • Sep 3, 2026

Morningstar's AI Academy Earns Multiple Brandon Hall Group™ HCM Excellence Awards®

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced that its AI Academy has received three Brandon Hall Group™ HCM Excellence Awards®: a Gold Award for Best Custom Content and Silver Awards for Best Learning Strategy and Best Use of AI for Learning. The Brandon Hall Group™ HCM Excellence Awards® recognize organizations that successfully develop and deploy programs, strategies, technologies, and solutions that deliver.

Business Wire • Aug 31, 2026

Baron Generational Growth Fund Q2 2026 Portfolio Activity

As of June 30, 2026, Baron Generational Growth Fund owned 15 investments. The top 10 holdings represented 104.8% of the Fund's net assets (88.1% of gross assets), which have been held for a minimum of three years. Red Rock Resorts, Inc.'s shares increased in Q2 as construction-related disruption dissipated and investors grew more optimistic about the benefits of the company's recent resort investments. Global hotel franchisor Choice Hotels International, Inc. contributed to performance as revenue per available room accelerated throughout the quarter and management highlighted an increase in new hotel contract signings.

Seeking Alpha • Aug 31, 2026

Morningstar: 15% Recovery With Room To Climb Higher

Morningstar remains attractively valued, trading at a 33% discount to a $289 fair value estimate, with a “Buy” rating reaffirmed. MORN's Q2 2026 results showed 9.6% revenue growth, 29.2% EPS growth, and a 280-basis-point margin expansion, driven by strong segment performance and accretive acquisitions. Consensus forecasts 16.7% annual EPS growth through 2028, supporting expectations for double-digit dividend increases and robust long-term total returns.

Seeking Alpha • Aug 29, 2026

Morningstar: Undervalued With A Differentiated Business Model

Morningstar (MORN) is a global financial services firm with a 15-year dividend growth streak, strong cash flow, and a conservative payout ratio. MORN delivered solid Q2 2026 results, beating revenue and EPS estimates, with 9.6% revenue growth and 29.2% non-GAAP EPS growth year-over-year. The stock trades at ~15.6x 2026E EPS, well below its historical 35–40x range, and is currently viewed as undervalued with a fair value estimate of $246.40.

Seeking Alpha • Aug 3, 2026