Morningstar, Inc.
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Morningstar, 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
CME 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.
Roundhill 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.
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 insider activity, financial news and market movers.
In the last 30 days, MORN insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($2.1M). The most active reporter was Mansueto Joseph D, Executive Chairman, with 8 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The dividend announcement is a routine corporate action with modest upside for income-focused investors.
No new catalyst; restates existing data.
Roundhill 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.
The partnership signals new revenue streams for Morningstar's data business.
Morningstar DBRS raised Intesa Sanpaolo's long-term rating to 'A' according to the bank. This upgrade reflects an improved credit outlook for the Italian financial institution.
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.
Morningstar, 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.
2 min readMorningstar DBRS raised Intesa Sanpaolo's long-term rating to 'A' according to the bank. This upgrade reflects an improved credit outlook for the Italian financial institution.
1 min readStocks of Morningstar, Moody's, Goldman Sachs, Lazard, and StoneX rose 2.9%-3.3% after Fed Governor Waller signaled support for steady interest rates, citing disinflation trends. Waller noted PCE inflation dropped from 4.76% to 3.05% but warned of uncertainties. Market-implied odds for a September rate hike fell to 48.4%.
2 min readMansueto Joseph D (Executive Chairman) sold 5,659 shares of Morningstar, Inc. (MORN) at an average of $218.84 ($216.01–$221.12, $1.24M total) across 6 trades on 2026-08-24 under a Rule 10b5-1 trading plan.
1 min readMansueto Joseph D (Executive Chairman) sold 11,345 shares of Morningstar, Inc. (MORN) at an average of $215.09 ($212.87–$217.57, $2.44M total) across 7 trades over 2026-08-20 to 2026-08-21 under a Rule 10b5-1 trading plan.
1 min readMorningstar recommends three dividend ETFs for investors seeking stability amid market uncertainty. The firm highlights Vanguard High Dividend Yield ETF (VYM), Fidelity High Dividend ETF (FDVV), and BNY Mellon Enhanced Dividend and Income ETF (BEDY) for their strong performance and focus on steady cash flow companies. These ETFs have YTD gains of 14%, 11%, and 12% respectively, outperforming the S&P 500.
2 min readMansueto Joseph D (Executive Chairman) sold 21,750 shares of Morningstar, Inc. (MORN) at an average of $210.24 ($206.84–$217.01, $4.57M total) across 15 trades over 2026-08-17 to 2026-08-19 under a Rule 10b5-1 trading plan.
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