Morningstar Inc is a leading provider of independent investment research and data, offering insights and analysis designed to help investors make informed decisions. The company specializes in a wide range of financial products and services, including mutual fund ratings, investment management, and portfolio analysis tools. Through its comprehensive research reports and advanced analytical platforms, Morningstar empowers individual and institutional investors to evaluate investment options and build robust portfolios, fostering greater transparency and understanding within the financial markets. Read More
PitchBook, the leading private capital market intelligence platform, today announced a premium partnership with Harvey, the leading AI platform for legal and professional services, to bring trusted private capital market data directly into legal and deal workflows. Through the PitchBook Premium Connector — built on the Model Context Protocol (MCP) — licensed users can retrieve PitchBook’s trusted data on private companies, deals, funds, and investors directly inside Harvey using natural language prompts. By connecting PitchBook to Harvey, mutual customers can now access that data within the same workspace where they draft, analyze, and review deal documents — making it easier to ground AI-powered outputs in trusted, authoritative market data. The PitchBook integration will be available to Harvey customers starting in June.
Morningstar Credit Analytics (MCA), a wholly-owned subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced a new AI integration designed to enable licensed users to access Morningstar Credit Analytics’ commercial real estate (CRE) and commercial mortgage-backed securities (CMBS) data directly within Anthropic’s Claude. By integrating via Model Context Protocol (MCP), analysts can query live loan- and deal-level data using natural language questions within their AI workflows.
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment proc...
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today shares results from the qualitative phase of its Asset Owner Perspectives Survey. The findings were taken from interviews with 25 of the largest institutional asset owners from North America, Europe and Asia-Pacific.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial exchang...
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...
Looking back on financial exchanges & data stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Morningstar (NASDAQ:MORN) and ...
Morningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (Nasdaq: MORN), today launched Corporate Credit Analytics, a new set of tools designed to bring greater transparency and consistency to private credit analysis.
With geopolitical, inflation, and economic slowdown risks growing, it could be time to consider lower-volatility dividend stocks for part of your portfolio.
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced a new integration with Perplexity that broadens access to Morningstar and PitchBook data, research, and intelligence through Perplexity’s AI platform.
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest ...
Investment research firm Morningstar (NASDAQ:MORN) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 10.8% year on year to...
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported increased revenues in the first quarter of 2026 with sustained momentum in profitability growth.
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, has reached a new milestone in its previously completed acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago, announcing the rebrand of the CRSP Market Indexes to reflect the Morningstar brand.
Investment research firm Morningstar (NASDAQ:MORN) will be announcing earnings results this Wednesday after market hours. Here’s what to expect. Morningstar ...
