Morningstar Completes Acquisition of CRSP and Extends Relationship with Vanguard

CHICAGO--(BUSINESS WIRE)--Morningstar completes the CRSP acquisition, uniting two trusted sources of market insight & positioning Morningstar as a top-tier index provider.

Business Wire • Feb 2, 2026

Berkeley Loads Up on Morningstar, Buys $3.8 Million of the Stock

Berkeley initiated a new stake in Morningstar, adding 17,382 shares; the estimated trade size was $3.78 million based on quarterly average pricing. The firm's quarter-end position value rose by $3.78 million, reflecting both share purchases and price movement over the period.

The Motley Fool • Jan 30, 2026

Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2025 Financial Results on Feb. 12

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2025 financial results after the market closes on Thursday, Feb. 12, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected]. About Morningstar Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensiv.

Business Wire • Jan 20, 2026

Morningstar Launches First Pure-Play Generative AI Index

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook GenAI 20 Index. This first-of-its-kind benchmark is designed to deliver exposure to pure-play GenAI companies, tracking eligible names throughout their entire lifecycle as they transition from private markets through public listing. As generative AI reshapes productivity, business models, and competitive dynamics across the global economy,.

Business Wire • Jan 15, 2026

Morningstar Appointed by PIMFA as New Sole Index Series Provider

LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA's Private Investor Index Series and Equity Risk Index Series. Widely adopted across the UK wealth management industry, these indexes provide essential benchmarks for por.

Business Wire • Jan 14, 2026

Morningstar Launches New Managed Accounts Research Series and Defined Contribution Outcomes Model

CHICAGO--(BUSINESS WIRE)--The Morningstar Center for Retirement & Policy Studies, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of plan design interventions (including managed accounts) in workplace retirement plans. The research leverages millions of par.

Business Wire • Jan 13, 2026

Anne Bramman Elected to Morningstar's Board of Directors

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Anne Bramman has been elected to Morningstar's board of directors. Bramman currently serves as a board director and audit committee chair at McCormick & Company and as a senior advisor at Boston Consulting Group. Prior to her current board and advisory roles, Bramman held senior leadership positions as CFO for several global companies including Nordstrom, A.

Business Wire • Jan 5, 2026

The Bottom Fishing Club: Morningstar's Valuation + Future Growth = Turnaround Play

Morningstar offers a rare combination of undervaluation and sector-leading EPS growth, trading at a P/E of ~20x 2026 estimates. MORN's EV/EBITDA under 14x and FCF yield of 4.2% position it as the most attractive large-cap financial data publishing company. Technical momentum indicators and volume patterns signal a price bottom has likely been reached, paralleling the 2008 sell-off and 2009 recovery setup.

Seeking Alpha • Dec 30, 2025

New Quarterly Report from Morningstar and PitchBook Brings Transparency to Rapidly Expanding Evergreen Fund Universe

CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of “The Evergreen Fund Landscape” report, a new quarterly research series offering comprehensive analysis of the performance, fund flows, fee structures, and emerging trends shaping evergreen private market funds in the United States, also known as s.

Business Wire • Dec 18, 2025

Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT

CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar and PitchBook's app integrations are live, enabling licensed users to access proprietary data and insights securely within apps in ChatGPT.

Business Wire • Dec 17, 2025