Morningstar, Inc. Increases Quarterly Dividend to 50 Cents Per Share

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, an increase of approximately 10 percent. The dividend is payable Jan. 30, 2026, to shareholders of record as of Jan. 2, 2026. The 4.5 cent increase from the prior quarterly rate of 45.5 cents per share results in an annualized dividend of $2.00 per share compared with the prior annualized rate of $.

Business Wire • Dec 5, 2025

Morningstar Could Finally Be Undervalued

Morningstar appears slightly undervalued after a 40%-plus decline, with fundamentals remaining solid and recent results showing continued revenue and operating income growth. Morningstar faces both risks and opportunities from AI, but management is leveraging AI to boost efficiency, launch new features, and expand data distribution partnerships. Aggressive share buybacks and a strong balance sheet support double-digit EPS growth potential, while current valuation multiples are near decade lows.

Seeking Alpha • Dec 5, 2025

Morningstar Announces Clearer, Simplified Medalist Rating to Empower Investor Success

AMSTERDAM--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced significant updates to its Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments. The updated methodology, which will go live globally in April 2026, is designed to simplify the rating structure, make the rating more transparent for investors, and enhance stability—empowering investors to more easily identify investments wi.

Business Wire • Dec 4, 2025

Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools

CHICAGO--(BUSINESS WIRE)--Morningstar has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft's AI tools.

Business Wire • Nov 18, 2025

Morningstar's 2026 Outlook Report Delivers Global and Regional Insights for Durable Portfolios

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its 2026 Outlook, offering an overview of key challenges and opportunities for the year ahead. In a market defined by uncertainty, this year's report emphasizes the value of preparation over prediction, equipping investors with strategies to focus on fundamentals and help build resilient portfolios that withstand both booms and busts. Drawing on insights from Equity.

Business Wire • Nov 17, 2025

Baron Asset Fund Q3 2025 Performance Review

Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the market lows reached on April 8. From a sector perspective, stock selection in IT and Communication Services was responsible for about three-quarters of the underperformance in the period. Stock selection in Consumer Discretionary, Financials, and Industrials hampered relative results.

Seeking Alpha • Nov 13, 2025

Morningstar and PitchBook to Launch Comprehensive Index Suite for Evergreen Private Market Funds

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights, today announced the upcoming launch of the Morningstar PitchBook US Evergreen Fund Indexes. With the full suite expected to become available in Q1 2026, these indexes will offer investors comprehensive peer group benchmarks designed to measure the performance of nontraded “semiliquid” or “evergreen” funds. Spanning multiple asset classes through subindexes across private equity, private debt,.

Business Wire • Nov 5, 2025

Morningstar, Inc. Reports Third-Quarter 2025 Financial Results

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported third-quarter revenue growth with increases in operating and adjusted operating income and margins. “Morningstar Credit delivered a standout quarter driven by strong performance across asset classes and regions, while Morningstar Direct Platform and PitchBook also contributed meaningfully to consolidated growth," said Kunal Kapoor, Morningstar's chief executive officer. "W.

Business Wire • Oct 29, 2025

Morningstar DBRS Expands into Asia Pacific with New Australia Regional Hub

SYDNEY--(BUSINESS WIRE)--Morningstar DBRS, one of the four largest credit rating agencies globally, today announced its official entry into the Asia Pacific region with a new regional hub in Australia. Morningstar DBRS' strategic expansion builds on the Canada-founded agency's 50-year track record in rating borrowers around the world and its commitment to advancing transparency, and investor choice in credit ratings across the region. Morningstar DBRS has been rating international offerings of.

Business Wire • Oct 28, 2025

Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment insights, today announced a strategic collaboration with NPPG Plan Professionals, LLC, a related company of National Professional Planning Group, Inc. (NPPG), a leading Pooled Plan Provider (PPP) and intermediary fiduciary, to deliver personalized retirement offerings to employers through Pooled Employer Plans (PEPs). Morningstar Retirement's advisor managed ac.

Business Wire • Oct 22, 2025