Morningstar, Inc. - Common Stock (MORN)

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today released “From Access to Adequacy: Modeling Universal Automated Savings,” a new analysis from Morningstar’s Center for Retirement & Policy Studies examining how federal savings policies could help more Americans prepare financially for retirement.

PitchBook, a leading private capital market intelligence provider, today marked a year of platform innovation designed to match the speed AI has brought to private markets with the grounded intelligence needed to act across every stage of the investment lifecycle. Since October, PitchBook has announced PitchBook Data MCP and new agentic functionality within PitchBook AI, which improve how investors access and act on its data. Most recently, PitchBook launched PitchBook for Startups, which offers free access to PitchBook for companies at the earliest stage of their lifecycle, and PitchBook Origin, a standalone workflow product that helps investors discover those companies sooner. Together, the announcements mark the next phase of how PitchBook delivers its intelligence, built around how investors now source, evaluate, and act on private market opportunities across the full investment lifecycle.

Nu's customer base has passed 131 million while Morningstar's data business quietly serves professionals worldwide, yet their valuations tell very different stories.

PitchBook, a leading private capital market intelligence provider, today announced two new offerings at Web Summit 2026: PitchBook for Startups, which provides free access to PitchBook for companies that are seeking to raise their first institutional financing, and PitchBook Origin, a standalone, AI-native offering purpose-built for early-stage venture deal sourcing covering roughly 25 million companies and 250 million people profiles at launch.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...

Let’s dig into the relative performance of MarketAxess (NASDAQ:MKTX) and its peers as we unravel the now-completed Q3 financial exchanges & data earnings sea...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today reveals the 2026 Morningstar Medalist Ratings™ for 60 of the nation’s most prominent 529 college savings plans. The Morningstar Medalist Rating for 529 College Savings Plans is a forward-looking assessment designed to help investors identify 529 plans that Morningstar analysts believe are best positioned to serve investors over the long term. Analysts evaluate the quality of a plan’s investment approach; the people managing it, state oversight, and costs, giving investors a way to compare plans beyond past performance. Plans receive one of five ratings: Gold, Silver, Bronze, Neutral, or Negative.

PitchBook, the leading private capital market intelligence provider, today announced that Lumonic, the portfolio monitoring platform it acquired in 2025, will become PitchBook Lens. The change follows a year in which the business unit released several product updates, including an MCP server and a new platform architecture that created the industry’s first self-monitoring portfolio offering. PitchBook Lens will remain a standalone product, and customer data will remain separate from PitchBook.

Looking back on financial exchanges & data stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including MSCI (NYSE:MSCI) and its peers...

Interactive Brokers trades at a premium valuation, while Morningstar boasts superior profit margins -- a key tension for value-conscious investors.

What happened? A number of stocks jumped in the afternoon session after Crude oil prices plunged more than 7% on hopes of Middle East diplomatic progress, ea...

CME commands a 2.5x revenue advantage, but Morningstar's unbroken eight-quarter growth streak tells a different story about momentum.

Coinbase trades at 55x forward earnings while Morningstar sits at 18x, but one faces crypto volatility and the other battles data-provider competition.

Investment research firm Morningstar (NASDAQ:MORN) reported Q3 2026 results exceeding the market’s revenue expectations, with revenue up 8.9% year on year to...

Morningstar, Inc. (Nasdaq: MORN) reported growth in revenue, operating and adjusted operating income, and margins in the third quarter.

Investment research firm Morningstar (NASDAQ:MORN) will be reporting results this Wednesday after market hours. Here’s what investors should know. Morningsta...

For the fifth consecutive Halloween, Rule Breaker Investing shares tales of financial terror.

PitchBook, the leading private capital market intelligence platform, today announced the general availability of its integration with Harvey, the leading AI platform for legal and professional services. Powered by the PitchBook Data Premium Connector and first announced in June, the integration is now available to mutual PitchBook and Harvey customers following a beta period.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today does...

PitchBook, a leading private capital market intelligence provider, today announced two new capabilities at TechCrunch Disrupt that improve how investors access and act on its data: new skills and agentic functionality within PitchBook AI, and PitchBook Data MCP, a new way to bring PitchBook's intelligence data natively into the systems investors already use, including the AI agents they build themselves.

Robinhood's net margins dwarf Morningstar's, but its valuation premium and regulatory risks tell a different story.

CME Group earns a net margin of about 62% and carries little debt, and Morningstar trades at a lower valuation but has taken on debt while repurchasing shares and acquiring CRSP.

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses ...

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