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Morningstar, Inc. Reports Second-Quarter 2026 Financial Results

Business Wire

4:15 PM | Wednesday | Jul 29, 2026

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CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in the second quarter. “We are continuing to deliver profitable growth with meaningful increases in operating and free cash flows," said Kunal Kapoor, Morningstar's CEO. "Morningstar is accelerating an ambitious strategy, unlocking speed to insights by building agentic workflows and tools atop our data.

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4:15 PM | Wednesday | Jul 29, 2026

Morningstar, Inc. Reports Second-Quarter 2026 Financial Results

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported growth in revenue, operating and adjusted operating income, and margins in the second quarter. “We are continuing to deliver profitable growth with meaningful increases in operating and free cash flows," said Kunal Kapoor, Morningstar's CEO. "Morningstar is accelerating an ambitious strategy, unlocking speed to insights by building agentic workflows and tools atop our data.

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8:55 AM | Tuesday | Jul 28, 2026

Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the completion of the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes, marking an important milestone in the company's strategy to expand its global indexes business to help better serve global investors. "We are excited to bring the highly respected CRSP Market Indexes, now with the added power of the Morningstar brand, to investors worldwide,".

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9:40 AM | Wednesday | Jul 22, 2026

Morningstar Launches US Capital Allocation Leaders Index, Providing Exposure to Companies with Exemplary Capital Allocation Practices

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights and market data, today introduced the Morningstar US Capital Allocation Leaders Index, a research-driven index designed to identify companies whose management teams have been assessed by Morningstar's equity research team as having an established a track record of shareholder-friendly capital allocation decisions. The new index combines Morningstar's independent, forward-looking equ.

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9:00 AM | Friday | Jul 17, 2026

PitchBook Named Best Alternative Data Provider in Waters Technology Rankings 2026

Business Wire

SEATTLE--(BUSINESS WIRE)--PitchBook, a leading private capital market intelligence platform, today announced it has been named “Best Alternative Data Provider” in the Waters Technology Rankings 2026. The award, presented by Waters Technology, a leading publication covering financial technology and data for global capital markets, was decided by crowd-sourced votes from industry professionals across the capital markets technology sector. The Waters Technology Rankings recognize service providers.

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5:20 AM | Wednesday | Jul 15, 2026

Morningstar Announces New London Office

Business Wire

LONDON--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced it will relocate its London operations to One Millennium Bridge, bringing colleagues from across Morningstar and PitchBook, a Morningstar company, together in one location. Following a rigorous evaluation process conducted with CBRE, Morningstar plans to occupy approximately 75,000 square feet in the building, with plans to move in June 2027. The new office has been selected to support the way colleagues work today, providing a.

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4:15 PM | Monday | Jun 29, 2026

Morningstar, Inc. to Announce Second-Quarter 2026 Financial Results on July 29

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2026 financial results after the market closes on Wednesday, July 29, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar Morningstar, Inc.
is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of pro.

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9:30 AM | Thursday | Jun 25, 2026

Morningstar Expands AI Integrations with Microsoft to Bring Trusted Investment Intelligence into Enterprise Workflows

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a suite of integrations with Microsoft technologies designed to bring Morningstar's trusted investment intelligence directly into AI-powered workflows used by financial services firms. The integrations span Microsoft 365 Copilot, Copilot Studio, and Microsoft 365 ecosystems, enabling investment professionals to access Morningstar's analyst-driven insights and invest.

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9:15 AM | Thursday | Jun 25, 2026

PitchBook Expands Premium AI Integrations with Microsoft 365 Copilot and Copilot in Excel

Business Wire

SEATTLE--(BUSINESS WIRE)--PitchBook, a leading private capital market intelligence platform, today announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot — including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite. Thro.

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11:00 AM | Wednesday | Jun 24, 2026

Morningstar Indexes & Houlihan Lokey to Launch Daily Valued Index Suite for the Collateralized Loan Obligation (CLO) Market.

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights and market data, today announced a strategic collaboration with leading global investment bank Houlihan Lokey (NYSE: HLI) to develop a new suite of daily valuation indexes to help investors measure and invest in collateralized loan obligations (CLOs).Through this new initiative, Morningstar Indexes will work with Houlihan Lokey's Portfolio Valuation and Fund Advisory Services team to.

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4:36 AM | Wednesday | Jun 24, 2026

Morningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and Veridion

Business Wire

CHICAGO--(BUSINESS WIRE)--Morningstar Sustainalytics, a leading provider of sustainable investing research, ratings, and data, today announced it is collaborating with XDI (Cross Dependency Initiative), physical climate risk specialists, and Veridion, an AI-powered business data platform to further develop its physical climate risk product for asset managers and asset owners. This development intends to address a key gap in existing climate risk tools by seeking to translate physical hazard exp.

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