Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement Portfolios

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes. Built on Morningstar's managed acc.

Business Wire • Feb 19, 2026

Morningstar Names Scott Brown as President of Direct Platform Business

CHICAGO--(BUSINESS WIRE)--Morningstar has appointed Scott Brown as President, Direct Platform, effective March 2, 2026.

Business Wire • Feb 19, 2026

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2025 Financial Results

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported solid fourth-quarter revenue growth with increases in operating and free cash flows. "Morningstar grew revenue, operating income, and adjusted operating income meaningfully in 2025," said Kunal Kapoor, Morningstar's chief executive officer. "As we kick off 2026, we are using AI to further scale our research and data moat. At the same time, we continue to advance our ambiti.

Business Wire • Feb 12, 2026

Baron Financials ETF Q4 2025 Portfolio Activity

During the quarter, the Fund invested in Morgan Stanley, a leading global investment bank and wealth management firm. The Fund also participated in the IPO of Neptune Insurance Holdings Inc., the leading underwriter of private flood insurance. We trimmed Guidewire Software, Inc. on strength to manage exposure to the volatile software sector.

Seeking Alpha • Feb 9, 2026

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