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18.12.2025
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New Quarterly Report from Morningstar and PitchBook Brings Transparency to Rapidly Expanding Evergreen Fund Universe
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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...
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17.12.2025
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Morningstar and PitchBook Bring Trusted Investing Intelligence to Apps in ChatGPT
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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 new apps in ChatGPT by OpenAI. These MCP app integrations allow entitled or licensed Morningstar and PitchBook users—investors, advis...
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05.12.2025
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Morningstar, Inc. Increases Quarterly Dividend to 50 Cents Per Share
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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 ra...
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20.10.2025
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04.12.2025
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Morningstar Announces Clearer, Simplified Medalist Rating to Empower Investor Success
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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 th...
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04.12.2025
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Morningstar Announces Clearer, Simplified Medalist Rating to Empower Investor Success
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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 th...
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04.12.2025
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Morningstar Announces Clearer, Simplified Medalist Rating to Empower Investor Success
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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 th...
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18.11.2025
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Morningstar Unleashes AI-Ready Investing Insights in Microsoft AI Tools
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft’s AI tools. This includes Morningstar’s vast data and research library that spans its global coverage of open-end funds, ETFs, and sto...
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17.11.2025
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Morningstar's 2026 Outlook Report Delivers Global and Regional Insights for Durable Portfolios
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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 fo...
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05.11.2025
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Morningstar and PitchBook to Launch Comprehensive Index Suite for Evergreen Private Market Funds
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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 nontrade...
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29.10.2025
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Morningstar, Inc. Reports Third-Quarter 2025 Financial Results
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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...
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28.10.2025
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Morningstar DBRS Expands into Asia Pacific with New Australia Regional Hub
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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 transp...
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22.10.2025
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Morningstar Retirement and NPPG Announce Strategic Integration to Expand Access to Personalized Retirement Services
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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 pers...
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16.10.2025
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Morningstar Publishes 2025 Health Savings Account Landscape With New Provider Assessments and Market Insights
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its ninth annual Health Savings Account (HSA) Landscape Report, offering an in-depth analysis of industry trends and assessments of the top HSA providers available to individuals. The report evaluates 11 providers on two use cases: as spending...
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29.09.2025
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Morningstar, Inc. to Announce Third-Quarter 2025 Financial Results on Oct. 29
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Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2025 financial results after the market closes on Wednesday, Oct. 29, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
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23.09.2025
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Morningstar Plans to Acquire CRSP, Solidifying Position as a Top-Tier Global Index Provider
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced it has entered into an agreement to acquire the Center for Research in Security Prices (CRSP), a premier provider of historical stock market data and indexes, from the University of Chicago, for $375 million. Upon closing, this strategic move w...
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19.09.2025
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Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
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The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2025, to shareholders of record as of Oct. 3, 2025. Please contact investors@morningstar.com with...
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18.09.2025
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Morningstar: Asset Owners Nimbly Navigate a Global Market in Transition
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Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its fourth annual Voice of the Asset Owner survey, showing a rethink on asset allocation, growing differences in ESG approaches and environments around the world, further progress and innovation in climate-related investing and a...
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10.09.2025
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Introducing the Morningstar PitchBook US Modern Market 100: The First Benchmark to Track Public & Private Market Companies in a Single Index
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, has introduced the Morningstar PitchBook US Modern Market 100 Index (‘Modern Market 100’). With the growth of private capital markets, this new benchmark is the first to bridge public and private equity exposure in a single index. The index provides a...
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03.09.2025
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Morningstar Publishes First Medalist Ratings for Semiliquid Funds
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, qualitative ratings assess the performance potential of semiliquid strategies compared to their relevant peers and traditional mutual funds and exchange-...
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30.07.2025
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Morningstar, Inc. Reports Second-Quarter 2025 Financial Results
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted second-quarter revenue growth with increases in operating and adjusted operating income and margins.
"PitchBook, Morningstar Direct Platform, and Morningstar Credit led the way in the second quarter, contributing to solid growth," said Kunal Kapoor, M...
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08.07.2025
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Morningstar Announces Winners for the 2025 U.S. Morningstar Awards for Investing Excellence
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today announced the winners of the 2025 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investo...
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30.06.2025
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Morningstar, Inc. to Announce Second-Quarter 2025 Financial Results on July 30
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Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2025 financial results after the market closes on Wednesday, July 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
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30.06.2025
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Morningstar Launches New Digital Destination to Empower Canadian Investors
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Canadian digital investment research hub, designed to empower investors with localized investment research, data, and insights.
The new Canadian digital destination is free and offers content in English and French, regio...
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30.06.2025
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Morningstar Launches New Digital Destination to Empower UK Investors
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new UK digital investment research hub, designed to empower investors with localized investment research, data, and insights.
The new digital destination is free and offers region-specific investment and market data, and too...
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30.06.2025
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Morningstar Launches New Digital Destination to Empower Asian Investors
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of its new Asia digital investment research hub, designed to empower investors with localized investment research, data, and insights.
The new digital destination is free and offers region-specific investment and market content, da...
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30.06.2025
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Morningstar lanserar ny digital destination för att stärka svenska investerare
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Morningstar, Inc. (Nasdaq: MORN), en ledande leverantör av oberoende investeringsinsikter, meddelade idag lanseringen av sin nya svenska digitala investeringsanalyshub, utformad för att ge investerare tillgång till lokaliserade investeringsanalyser, data och insikter.
Den nya digitala destinationen i Sverige är gratis och erbjuder innehåll på sv...
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24.06.2025
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Morningstar Brings Greater Transparency to Private Markets for Advisors
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today debuted new features in Direct Advisory Suite (the next phase of Advisor Workstation) to help financial advisors analyze and integrate private investments into client portfolios. These enhancements are now available and will be showcased at the Morningsta...
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24.06.2025
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Morningstar Publishes New Semiliquid Funds Report Amid Acceleration of Private Market Access and Investor Interest
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Morningstar, Inc., (Nasdaq: MORN), a leading provider of independent investment insights, today published a report, "The State of Semiliquid Funds," offering a comprehensive examination of the investment vehicles that have emerged as a key entry point to private markets. As investor access and demand for private asset exposure become more mainstre...
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20.06.2025
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Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
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The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2025, to shareholders of record as of July 11, 2025. Please contact investors@morningstar.com wi...
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06.05.2025
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Morningstar Introduces Medalist Rating for Semiliquid Funds, Advancing Transparency in Private Markets
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding its established Medalist Rating framework to the growing segment of semiliquid investment vehicles. As public and private markets converge and product offerings become more compl...
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30.04.2025
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Morningstar, Inc. Reports First-Quarter 2025 Financial Results
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted first-quarter revenue growth with increases in operating and adjusted operating income and margins. The Company also accelerated its stock repurchases in the quarter.
"Growth in PitchBook and Morningstar Credit contributed to a strong start to 2025," s...
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31.03.2025
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Morningstar, Inc. to Announce First-Quarter 2025 Financial Results on April 30
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Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2025 financial results after the market closes on Wednesday, April 30, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
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21.03.2025
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Morningstar Awards for Investing Excellence UK 2025: Winners Announced
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the 2025 Morningstar Awards for Investing Excellence UK. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to del...
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14.03.2025
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Morningstar, Inc. Declares Quarterly Dividend of 45.5 Cents Per Share
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The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2025, to shareholders of record as of April 4, 2025. Please contact investors@morningstar.com...
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11.03.2025
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Morningstar Unveils Agenda for 2025 Morningstar Investment Conference
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 37th annual Morningstar Investment Conference, taking place June 25-26, 2025, at Chicago’s iconic Navy Pier. The conference addresses today’s pressing topics in investing, framed by Morningstar’s uniquely independent perspect...
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04.03.2025
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Morningstar Expands Private Credit and Structured Finance Offerings with Acquisitions of Lumonic and DealX
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the acquisitions of Lumonic Inc., a private credit portfolio monitoring and management platform, and Dealview Technologies Limited (DealX), a provider of standardized U.S. commercial mortgage-backed security (CMBS) and global collateralized loa...
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26.02.2025
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Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2024 Financial Results
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported double-digit revenue growth for 2024 and meaningful increases in operating and free cash flow, with fourth-quarter revenue increasing 9.7%, or 10.6% on an organic basis.
"We finished 2024 strongly by executing on themes such as the convergence of pu...
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18.02.2025
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Morningstar Introduces Morningstar PitchBook Buyout Replication Index
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights and index solutions, has introduced the Morningstar® PitchBook Buyout Replication Index™, representing a portfolio of public companies designed to exhibit a similar risk and return profile as companies targeted by buyout managers.
Since the inception of the bu...
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13.02.2025
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Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform
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Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance pairs rich investment data and research, portfolio construction and holdings-based...
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© BusinessWire
27.01.2025
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Morningstar, Inc. to Announce Fourth-Quarter and Full-Year 2024 Financial Results on Feb. 26
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Morningstar, Inc. (Nasdaq: MORN), plans to report its fourth-quarter and full-year 2024 financial results after the market closes on Wednesday, Feb. 26, 2025. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
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21.01.2025
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Morningstar Introduces Morningstar PitchBook Unicorn 30 Index
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduces the Morningstar® PitchBook® Unicorn 30 Index (UI30), adding to its expanding suite of market data, research and index tools to help investors measure and access the late-stage venture capital market. Powered by PitchBook’s extensive private ca...
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13.01.2025
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Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client...
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10.12.2024
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Morningstar Appoints Michael Holt as Chief Financial Officer
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Morningstar, Inc. (Nasdaq: MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective January 1, 2025. The company previously announced that Jason Dubinsky would step down at the end of the year and assume a consulting role through a transition period.
Report...
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06.12.2024
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Morningstar, Inc. Increases Quarterly Dividend to 45.5 Cents Per Share
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The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 45.5 cents per share, payable Jan. 31, 2025, to shareholders of record as of Jan. 3, 2025. The five-cent, or 12.3%, increase from the prior quarterly rate of 40.5 cents per share results in an ex...
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26.11.2024
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Morningstar DBRS Names Richard Sibthorpe Head of Canada
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DBRS Limited (Morningstar DBRS), the leading Canadian credit rating agency, has appointed Mr. Richard Sibthorpe as Head of Canada and Global Investor Strategy. Mr. Sibthorpe succeeds Mr. Douglas E. Turnbull who retired at the end of September. Mr. Sibthorpe who also joins Morningstar DBRS’ global credit leadership team began his new position on No...
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29.10.2024
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Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 59 of the nation’s most prominent 529 college-savings plans. These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research analysts’...
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23.10.2024
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Morningstar Chief Financial Officer Jason Dubinsky to Depart
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Jason Dubinsky, chief financial officer, will step down from his role at the end of the year to pursue other interests.
Chief Executive Officer Kunal Kapoor said, “Jason has been an exemplary CFO and leader. He lives Morningstar's values every...
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23.10.2024
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Morningstar, Inc. Reports Third-Quarter 2024 Financial Results
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins.
“Morningstar Credit led the way in the quarter with additional contributions from across the business supporting revenue and profit growth," said Kunal Kapoor, Morningstar's c...
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26.09.2024
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Morningstar Releases Eighth Annual Study on Advancements and Opportunities in Health Savings Account Industry
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its eighth annual landscape study on health savings accounts (HSAs) available to individuals. The study assesses the current state of the HSA industry and releases Morningstar's assessment of 11 of the top HSA providers on two different use cas...
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24.09.2024
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Active Ownership, Growing Materiality & Data Demand Drive ESG Implementation for Asset Owners
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Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its third annual Voice of the Asset Owner survey, showing expanding perception of ESG materiality across markets and factors, active ownership and direct engagement on ESG topics and a push for more granular data to support ESG-re...
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23.09.2024
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Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23
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Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2024 financial results after the market closes on Wednesday, Oct. 23, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
About Morningstar, Inc.
Morningstar, Inc. is a leading pro...
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18.09.2024
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Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share
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The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2024, to shareholders of record as of Oct. 4, 2024. Please contact investors@morningstar.com with...
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16.09.2024
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Morningstar Will Enhance Medalist Rating Methodology for Improved Investment Insights
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Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced its plans to enhance the methodology of the Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments.
The Morningstar Medalist Rating is a five-tier system designed to evaluate an investment strategy's pot...
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