Morningstar, Inc.
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No SEC Form 4 filings for $MORN in the last 30 days.
See all $MORN insider activity →Robinhood reported FY 2025 revenue of $2.4B, up 7.5%, with net income of $374.2M. Morningstar reported a debt-to-equity ratio of 1.2x and free cash flow of $442.6M. Robinhood faces regulatory risks, while Morningstar risks technological and market volatility challenges. Robinhood's valuation is higher due to faster growth and new markets.
Robinhood reported record Q2 2026 revenue of $1.31B. Webull, Futu, eToro, and Morningstar also posted Q2 results. Webull's CEO highlighted record performance. Morningstar plans to report Q3 results on October 28.
Morningstar (MORN) shares rose 4.4% after launching Morningstar Direct AI, a software platform for investment professionals. The stock later settled at $201.46, up 2.9%. The AI tools integrate with Claude, Microsoft Copilot, and ChatGPT. Morningstar's stock is down 4.3% YTD and 11.7% below its 52-week high.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning MORN (Morningstar, Inc.). Coverage has skewed bullish: 1 bullish, 2 neutral, and 0 bearish.
Recent MORN coverage spans financial news, market movers and earnings.
Stable performance with dividend and buyback; limited upside.
Positive earnings news
The AI platform launch is expected to drive further upside as investors price in new revenue opportunities.
The partnership expands distribution of Morningstar's wealth‑management product, likely supporting short‑term price appreciation.
The relocation is a strategic real‑estate decision with no immediate financial impact.
AlphAI scores every news story that mentions MORN with an AI model for sentiment and relevance, and aggregates insider trades from Morningstar, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Robinhood reported FY 2025 revenue of $2.4B, up 7.5%, with net income of $374.2M. Morningstar reported a debt-to-equity ratio of 1.2x and free cash flow of $442.6M. Robinhood faces regulatory risks, while Morningstar risks technological and market volatility challenges. Robinhood's valuation is higher due to faster growth and new markets.
3 min readRobinhood reported record Q2 2026 revenue of $1.31B. Webull, Futu, eToro, and Morningstar also posted Q2 results. Webull's CEO highlighted record performance. Morningstar plans to report Q3 results on October 28.
2 min readMorningstar (MORN) shares rose 4.4% after launching Morningstar Direct AI, a software platform for investment professionals. The stock later settled at $201.46, up 2.9%. The AI tools integrate with Claude, Microsoft Copilot, and ChatGPT. Morningstar's stock is down 4.3% YTD and 11.7% below its 52-week high.
2 min readMorningstar (MORN) shares rose 2.5% after announcing its Morningstar Public/Private Select Series will be available through Envestnet's Fund Strategist Portfolios. The series, developed with Apollo, Franklin Templeton, and J.P. Morgan, offers six strategies across risk levels. Morningstar's stock is up 3% from the previous close at $194.87.
2 min readMorningstar (MORN) plans to move its global headquarters to Chicago's Thompson Center by late 2028, occupying over 275,000 sq. ft. The company has been based in Chicago for over 40 years. Google will co-anchor the building, according to Morningstar.
1 min readMorningstar DBRS confirmed Australia and New Zealand Banking Group Limited's (ANZ) long-term issuer rating at AA with a stable trend. The rating reflects ANZ's strong franchise, resilient earnings, and robust capital position, with total assets of AUD 1,314 billion. The company reported a net profit of AUD 3,650 million in H1 2026, with a statutory return on average equity of 10.3%.
2 min readMorningstar, Inc. (MORN) filed an SEC Form 8-K — Other Events. Contact: Stephanie Lerdall, +1 312 696-6037, newsroom@morningstar.com FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share CHICAGO, Sept. 18, 2026 – The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent
1 min readCME Group (CME) and Morningstar (MORN) are compared as financial infrastructure stocks. CME reported $6.5B revenue, $4B net income, and a 62% net margin in 2025. Morningstar reported $2.4B revenue, $374.2M net income, and a 15.3% net margin. Both face competitive and operational risks.
2 min readRoundhill Investments' Roundhill Generative AI & Technology ETF (CHAT) received a 5-star rating from Morningstar, the first AI-focused ETF to achieve this. CHAT, launched in 2023, returned 45.97% annualized over three years, outperforming the Morningstar Technology category average. The fund has $1.8 billion in assets under management, with $325 million in year-to-date inflows.
1 min readMorningstar (MORN) shares rose 4.5% to $199.61 after OpenAI integrated PitchBook's data into ChatGPT for Financial Services. The platform uses GPT-6 Astra for financial modeling and report creation, enhancing workflows for analysts. Investors view this as a validation of PitchBook's data and a potential licensing opportunity. Morningstar's stock is volatile, down 5.1% YTD and 19.8% from its 52-week high.
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