Articles from Morningstar, Inc.

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.

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 with any questions.

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 perspective. Bringing together the industry’s leading voices, sessions are designed to equip attendees with actionable strategies and timely insights to better serve their clients.

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 loan obligation (CLO) data. These acquisitions will strengthen Morningstar’s private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to institutional investors and asset managers. The Lumonic acquisition closed on March 3, 2025, and the DealX acquisition closed on March 1, 2025. Terms for both transactions were not disclosed.

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.

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.

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 analysis, and client engagement capabilities from Direct Advisory Suite with award-winning technology for portfolio accounting, client communications, compliance, trading and rebalancing, data aggregation, and performance reporting in Black Diamond.

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.

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 capital market data coverage, the new index tracks the 30 largest and most liquid “unicorns,” or late-stage venture capital-backed private companies valued at $1 billion or more, providing investors with access to some of the most innovative and fastest growing companies across developed global markets.

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 proposals. Direct Advisory Suite is built on the foundation of the Direct Platform and takes full advantage of the comprehensive capabilities across Morningstar Data+Analytics.

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.

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 expected annualized dividend of $1.82 per share compared with the prior annualized rate of $1.62 per share.

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 November 25, 2024, and reports to Mr. Detlef Scholz, the company’s president.

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’ forward-looking views of which plans are best suited to help investors reach their goals. It has five tiers—Gold, Silver, Bronze, Neutral, and Negative. This year, Morningstar analysts assigned five Gold ratings, 14 Silver ratings, 13 Bronze ratings, 21 Neutral ratings, and six Negative ratings to the 529 plans.

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.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins.

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 cases: 1) as investment accounts to save for future medical expenses and 2) as spending accounts to cover current medical costs.

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-related investment and reporting needs.

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.

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 any questions.

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.

Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the Morningstar Model of U.S. Retirement Outcomes — a simulation tool that considers individual characteristics, healthcare costs, and projected longevity to assess retirement income sufficiency. Through use of the model, the Morningstar Center for Retirement & Policy Studies published new research which examines potential retirement inadequacy among American workers.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit second-quarter revenue growth while expanding operating margins.

Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

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 April. The dividend is payable July 31, 2024, to shareholders of record as of July 12, 2024. Please contact investors@morningstar.com with any questions.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announces the launch of the Morningstar Developed Markets LGBTQ+ Leaders Index. The new index is designed to deliver exposure to 100 large- and mid-cap companies demonstrating strong LGBTQ+ inclusive policies and practices from a diverse range of regions and sectors. It adds to Morningstar’s growing suite of socially focused indexes which currently includes the Morningstar Minority Empowerment Index, Gender Diversity Index and Women’s Empowerment Index.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces significant enhancements to Morningstar Sustainalytics flagship ESG Risk Ratings, covering more than 16,000 companies globally. The corporate governance methodology enhancements were implemented on May 30 and stronger material ESG risk measures will be implemented in the coming months.

Morningstar (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Rod Diefendorf will be appointed the next leader of PitchBook as President and Chief Operating Officer, reporting to Morningstar CEO Kunal Kapoor. This appointment comes after PitchBook founder John Gabbert announced his plans to depart.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winner of the 2024 U.S. Morningstar Awards for Investing Excellence “Outstanding Portfolio Manager.” The award process recognizes portfolio managers who Morningstar believes demonstrate the industry’s very best attributes, including investment skill and an alignment of interests with the strategies’ investors.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid first-quarter revenue growth, driven by strength across its business.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published “Morningstar’s Guide to U.S. Active ETFs,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs). Overall, the report found that active ETFs can be a cost-effective, tax-efficient approach to active management for investors, but as with any active investment, can carry risk over the long term.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fourth annual Corporate Sustainability Report, examining the company’s efforts to incorporate sustainability practices and environmental, social, and governance (ESG) data across the firm.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual Target-Date Strategy Landscape Report, which found that in 2023 investors poured $156 billion of net inflows into target-date strategies, of which $104.5 billion—or 67%—went into collective investment trusts (CITs). Net flows slightly increased year-over-year, helping propel assets to a record high $3.5 trillion.

Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announces the launch of the Morningstar® Low Carbon Transition Leaders (LCTL) Indexes™, the latest strategic collaboration between leading ESG ratings, research, and data provider Morningstar Sustainalytics and Morningstar Indexes, the world’s fastest growing global index provider.

The Collaborative for Equitable Retirement Savings today published its first report, “Racial and Gender Disparities in 401(k) Account Balances: How Large are They and What is Causing Them?” It examined anonymized 2022 data from nine 401(k) plan sponsors across approximately 180,000 active plan participants and found that, even after controlling for salary and tenure, significant race and gender disparities remain in account balances. The report attributes those differences to variations in contribution, loan, and preretirement withdrawal behavior.

The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 30, 2024, to shareholders of record as of April 5, 2024. Please contact investors@morningstar.com with any questions.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference, set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago’s Navy Pier.

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit fourth-quarter revenue growth, with positive contributions from across the business. For the full year, the Company reported positive revenue growth, with particular strength in its license-based products.