Morningstar, Inc.(MORN)
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Latest News & Analysis
Morningstar (MORN): Financial Analysis, Market Trends, and Future Outlook
Morningstar, Inc. (MORN) navigates market volatility with strategic initiatives in ESG and private markets. Analysts suggest a cautious 'buy on pullback' approach.
Morningstar (MORN): Q4 Earnings, PitchBook, ESG, and Future Outlook
A comprehensive analysis of Morningstar (MORN): Q4 earnings, PitchBook's expansion, ESG leadership, AUM impact, and strategic initiatives.
Morningstar (MORN) 2024: Growth, AI, and the Future of Investment Insights
Morningstar, Inc. (MORN) reported strong 2024 results, driven by AI, private markets, and ESG initiatives, but faces competition and valuation concerns.
Morningstar (MORN) Q4 2024 Analysis: Growth, AI, and Valuation
Morningstar (MORN) reported double-digit 2024 revenue growth driven by AI and market convergence. High P/E ratio raises valuation questions. ESG and venture capital expansions are key.
Morningstar (MORN) Q4 2024 Earnings: A Deep Dive
A deep dive into Morningstar's Q4 2024 earnings, AI integration, Unicorn 30 Index, and ESG leadership. Assessing financial performance and future outlook.
Morningstar (MORN): Financial Analysis, News, and Market Impact
Analysis of Morningstar's (MORN) recent awards, dividend consistency, ETF analysis impact, investment conference, financial performance, ESG ratings, and debt management.
Morningstar (MORN) Analysis: Earnings Beat, Private Markets, and ESG
An in-depth analysis of Morningstar's Q1 2025 earnings surprise, strategic moves into private markets, and ESG initiatives.
Morningstar Inc. Market Analysis: Digital Expansion and Private Market Growth Drive Earnings Surge
Morningstar Inc. advances global growth with digital hubs and private market expertise, delivering strong earnings and robust financial health.
Morningstar, Inc. Market Analysis: Private Market Expansion & Global Growth Insights | Monexa AI
Explore Morningstar's robust growth driven by private market data expansion, PitchBook integration, and global platform localization, backed by strong financials.
Morningstar Inc. Market Analysis: Private Market Growth and Digital Expansion Insights - Monexa AI
Morningstar's strategic push into private markets and digital hubs drives strong revenue growth and enhances transparency, setting it apart in financial data services.
Morningstar, Inc. Market Analysis: Private Markets Expansion and Strategic Growth Insights
Morningstar, Inc. advances in private markets with Medalist Rating and global digital hubs, driving strong financial growth and competitive edge.
Morningstar, Inc. Market Analysis: Private Markets Expansion and Financial Strength
Morningstar's strategic private markets growth, PitchBook integration, and strong financials highlight its evolving investment research dominance.
Morningstar, Inc. Q2 Earnings and Digital Private Markets Expansion Analysis
Morningstar's Q2 earnings and digital private markets expansion drive revenue growth and strategic positioning amid evolving fintech trends.
Morningstar, Inc. Q2 2025 Earnings Reveal Strategic Growth via PitchBook and Private Markets
Morningstar's Q2 2025 earnings highlight robust revenue and net income growth driven by PitchBook and Morningstar Direct, reinforcing its private markets leadership.
Morningstar, Inc. Q2 2025 Earnings Analysis: Data-Driven Growth and Strategic Expansion
Morningstar's Q2 2025 earnings reveal 5.8% revenue growth driven by PitchBook, Morningstar Direct, and DBRS, highlighting strategic data platform expansion.
Morningstar (MORN) Q2: PitchBook Momentum, Cash‑Flow Pressure
Q2 revenue rose +5.80% to $605.1M while free cash flow plunged -48.30% to $62.4M. PitchBook and Direct led growth; net debt fell sharply. Analysis of drivers and risks.
Morningstar, Inc. (MORN): FY2024 Results and Office Migration Impact
Morningstar posted **FY2024 revenue of $2.28B** and **net income up +162.07% to $369.9M**, even as **400+ firms** commit to move from Morningstar Office to SS&C Black Diamond.