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Most investment firms exist to gather assets. They hug benchmarks, produce glossy marketing materials, and hire consultants who have never risked a dollar of their own money to explain why their returns look the way they do.

Morningstar NASDAQ: MORN shareholders approved all proposals presented at the company's 2026 annual meeting, including the election of 10 directors, an advisory “say on pay” vote, and the ratification of KPMG as independent auditor for 2026, Executive Chairman Joe Mansueto said. The company said it will file an 8-K with more detailed voting results by May 13.

CHICAGO & SEATTLE--(BUSINESS WIRE)--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. Through these Model Context Protocol (MCP) integrations, eligible users can incorporate Morningstar- and Pitch.

CHICAGO--(BUSINESS WIRE)--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. “In the first quarter, we created significant value, growing operating and adjusted operating income by more than 30%, while reducing shares outstanding by roughly 4% for a total of more than 10% over the past 12 months,” said Kunal Kapoor, Morningstar's CEO. “On the product fr.

CHICAGO--(BUSINESS WIRE)--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. The CRSP Market Indexes, which underpin a range of popular mutual funds and ETFs including the Vanguard Total Stock Market Index Fund (VTSAX and VT.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook Europe Modern Market 50 Index. The Europe Modern Market 50 blends the largest and most significant Europe-based publicly listed and late-stage venture-backed private companies into a single index. With companies raising significant capital while staying private longer, the investor opportunity set is expanding beyond public markets, especia.

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today introduced the PitchBook LCD Default Predictor, a new quantitative research tool that produces a monthly, forward-looking estimate of the aggregate default rate in the Morningstar LSTA US Leveraged Loan Index. The tool gives credit market participants a clearer view of where leveraged loan default rates may trend over the next six months, helping investors move from reactive analysis to proactiv.