Morningstar

Morningstar

http://www.morningstar.com/company/
https://www.linkedin.com/company/morningstar/

Morningstar, a privately owned financial services company founded in 1984 and headquartered in the US, employs approximately 11,750 people. The company provides independent investment research and related products and services to a diverse clientele. This includes individual investors, financial advisors, asset managers, retirement plan providers, institutional investors, and those operating in the debt and private capital markets across North America, Europe, Australia, and Asia.

Revenue

Founded

1984

Headcount

11,741

Headquarters

US

Primary Segment

Financial Services

Ownership

Privately Owned

News Summary:

On September 19, 2025, Morningstar Inc. announced a quarterly dividend of 45.5 cents per share, payable October 31, 2025, to shareholders of record as of October 3, 2025. This dividend is consistent with the July dividend payment. Separately, a Morningstar survey of over 500 asset owners managing USD 19.1 trillion in assets revealed that 40 percent have reduced or plan to reduce US investments due to concerns about the current administration's trade policies.

Subscribe for full access to Morningstar's products in full detail

Subscribe for full access to Morningstar's revenue in full detail

Feb

2nd

2026

14:24

Management Changes, Business Expansion, Capital Investment, B2B Tag

Morningstar appoints Taryn Menné

Morningstar has appointed Taryn Menné as associate marketing director for the Europe, Middle East and Africa (EMEA) region. Menné (pictured above), who joined the firm on 1 January, has more than 15 years’ experience in marketing, external communications and public relations across financial services and agency environments.

Feb

2nd

2026

02:00

Morningstar DBRS Updates Credit Rating Disclosures for Certain U.S. and Bermuda Insurers

As of February 2, 2026, Morningstar DBRS transferred the ongoing coverage of its credit ratings on Awbury Insurance Ltd., Bowhead Specialty Holdings Inc., and Spinnaker Insurance Company to DBRS, Inc. from DBRS Limited. The lead analyst responsibilities for these transactions have been transferred to Robert Gabriel.

Morningstar DBRS

Feb

2nd

2026

01:01

Capital Investment, B2B Tag

Morningstar Alternatives for Retail Investors

Morningstar has earned a strong reputation with retail investors because it feels steady, measured, and built for people who think in years rather than weeks. Its research is structured, its language is calm, its tools help investors understand what they own, and the overall experience encourages patience rather than frequent trading.

Feb

1st

2026

14:09

Capital Investment, Emerging Tech, B2B Tag

AI Bubble Fears: Is a Tech Crash Looming?

Is the AI Boom Headed for a Bust? Echoes of the Dot-Com Bubble The meteoric rise of Artificial Intelligence (AI) has captivated investors and technologists alike. But beneath the surface of innovation, a growing chorus of concern is emerging.

Jan

31st

2026

18:30

Macau casino margins ‘poised for decade of expansion’

GGR margins set to rise. Macau’s casino industry is poised for a decade of meaningful profitability expansion, with industry-wide adjusted EBITDA to gross gaming revenue (GGR) margins expected to rise from 27.6 per cent in 2024 to 33.7 per cent in 2034, according to Morningstar’s latest outlook.

Jan

31st

2026

18:30

Management Changes, B2B Tag

Retiring Soon? This New Report Reveals a Withdrawal Rate That Challenges the 4% Rule

You've done the work of saving for retirement, but now that you've reached your golden years, do you have a plan for how you'll spend down your nest egg? For future retirees, Morningstar suggests withdrawing 3.9% of your portfolio the first year and then adjusting for inflation every year after that, according to a new report.

Jan

30th

2026

14:47

Funding Activities, Capital Investment

Treasury's Bessent suggests relatives fund kids' Trump Accounts instead of gifting toys

HUNT VALLEY, Md. (TNND) — Treasury Secretary Scott Bessent suggested Wednesday that parents fund their kids' investment Trump Accounts instead of giving them toys. “If relatives, rather than giving a toy for a birthday or a holiday, they can contribute to these accounts,” he said during a Fox News interview .

Jan

30th

2026

14:47

Capital Investment

Treasury's Bessent suggests relatives fund kids' Trump Accounts instead of gifting toys

HUNT VALLEY, Md. (TNND) — Treasury Secretary Scott Bessent suggested Wednesday that parents fund their kids' investment Trump Accounts instead of giving them toys. “If relatives, rather than giving a toy for a birthday or a holiday, they can contribute to these accounts,” he said during a Fox News interview .

Mid Michigan Now

Jan

30th

2026

07:06

Capital Investment, B2B Tag

Active bonds shine as European fund flows hit records in 2025

European fund flows in 2025 showed a split between investor demand for low-cost equity exposure and active management in fixed income, according to data from Morningstar. Passive equity funds continued to dominate equity flows, while active bond strategies attracted record inflows as investors sought flexibility and expertise to navigate uncertain macroeconomic conditions.

Jan

29th

2026

22:43

Capital Investment, B2B Tag

Investing for Income: Where to Find Yield in 2026

Investing to generate income will always hold appeal for investors, especially when broad market conditions are uncertain and some market segments appear overvalued—as is the case today. Higher interest rates have revived income opportunities across bonds and equities, but not all yield is built to last.

Jan

29th

2026

16:16

Financial Results, Advanced Manufacturing

Apple's Earnings Report: The Big Reveal on January 29!

Grab your popcorn, folks! Apple is dropping its fiscal first-quarter earnings on January 29, 2026, and it promises to be juicier than a ripe Granny Smith apple! Now, what’s on the agenda? Well, Morningstar offers some golden nuggets about what to expect.

Times News Global

Jan

29th

2026

12:49

Monthly U.S. RMBS Surveillance Report: December 2025

{"brappId":473047,"externalId":null,"active":"active","types":["RatingReport-Performance Update"],"title":"Monthly U.S. RMBS Surveillance Report: December 2025","summary":null,"publishedDate":"2026-01-29T23:49:00.000Z","documentUrl":null,"documentTags":[],"documentText":null,"isArchived":"false","documentKey":"473047.pdf","isIndexed":"true","regions":["Europe","US"],"webAccessId":1,"contacts":[{"brappId":2573,"active":1,"name":"Pooja Shetty","title":"Senior Analyst - US RMBS Ratings - India","phoneNumber":"+(91) 022 6121 7503","email":"pooja.shetty@morningstar.com","sortOrder":1}],"marketSectors":[{"brappId":10042,"active":1,"name":"RMBS","summary":null,"parentId":4}],"ratings":[],"relatedDocuments":[],"relatedIssuers":[{"brappId":19452,"active":1,"name":"J.P. Morgan Mortgage Trust 2013-3 Mortgage Pass-Through Certificates, Series 2013-3","shortName":"J.P. Morgan Mortgage Trust 2013-3","alias":"JPMMT 2013-3","summary":null,"regions":["US"],"hasAnalytics":"false","url":"/issuers/19452/jp-morgan-mortgage-trust-2013-3-mortgage-pass-through-certificates-series-2013-3","lock":{"content":0,"ratings":1}},{"brappId":27672,"active":1,"name":"OBX 2021-J3 Trust","shortName":"OBX

Morningstar DBRS

Morningstar has suppliers like Varnish Software.

Example Suppliers

Subscribe for full access to Morningstar's profile

Analyst insight reports

Punching up: local pay TV vs global OTT

Sports rights trends: How sports drives opportunities for media tech and service providers

Behind the news - emerging trends in news production technology and workflows

Retaining subscribers beyond 2025

Subscribe to access all analyst insight reports