Morningstar, Inc. Reports Third-Quarter 2026 Financial Results

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN) reported growth in revenue, operating and adjusted operating income, and margins in the third quarter. "We continue to put important product enhancements in the hands of our clients while delivering profitable growth," said Morningstar CEO Kunal Kapoor. "This month, we launched Direct AI, which features agentic workflows backed by our trusted data, research, and analytics. As clients increasingly engage with our data within AI-driven wo.

Business Wire • Oct 28, 2026

CME vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?

CME Group posted a net margin of about 62% in 2025, and its long-term debt equaled about 12% of its shareholders' equity at year-end. Morningstar acquired PitchBook in 2016 and completed its roughly $363 million purchase of the index provider CRSP on Feb. 2, 2026.

The Motley Fool • Oct 13, 2026

Active ETF Inflows Hit Record $576 Billion Through September

Active ETFs pulled in $60.1 billion in September, pushing their 2026 total to a record $576.2 billion. Key Takeaways: Active ETF inflows hit a record $576.2 billion through September, even as stocks and bonds fell last month.

ETF Trends • Oct 8, 2026

Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

CHICAGO--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet, giving financial advisors a streamlined way to implement professionally constructed portfolios spanning public and private markets. Announced earlier this year, the Morningstar Public/Private Select Series was developed by Morningstar Wealth in collaboration with Apollo, Franklin Templeton and J.P. Morgan As.

Business Wire • Oct 6, 2026

Advisors Adopt AI Fast, but Still Aren't Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third installment in the 2026 Morningstar Investor Perspectives series. Following research on retail investors and asset owners, the study provides new insight into how advisors are responding to AI adoption, rising client expectations, and market uncertainty. The findings reveal a growing paradox: advis.

Business Wire • Oct 5, 2026

Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5 million in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's economic vitality, workforce development, and long-term growth.Kunal Kapoor, CEO of Morningstar, said: "M.

Business Wire • Sep 30, 2026

Robinhood Markets vs. Morningstar: Which Financial Stock Is a Better Buy in 2026?

Robinhood Markets has successfully transitioned from a simple trading app into a diversified financial platform with significant net margins. Morningstar remains a dominant force in investment research, leveraging high-value subscriptions and institutional data relationships.

The Motley Fool • Sep 29, 2026

Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.About MorningstarMorningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of product.

Business Wire • Sep 28, 2026

Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today published its 10th annual Health Savings Account (HSA) Landscape Report, offering an 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 accounts for current medical costs and as long-term investment accounts. The research examines a rapidly maturing HSA industry marked b.

Business Wire • Sep 23, 2026

Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Market Indexes. Conducted quarterly to reflect changes across the U.S. equity market, the reconstitution helps ensure the indexes continue to serve as robust, representative, and investable benchmarks for investors. Built on CRSP's long-established methodology, research foundation, and academic heritag.

Business Wire • Sep 23, 2026