Morningstar

Morningstar

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

Morningstar, a privately owned company headquartered in the US, was founded in 1984 and operates with approximately 11,750 employees, specializing in financial services. The company provides independent investment insights across North America, Europe, Australia, and Asia. It offers products and services to individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.

Revenue

Founded

1984

Headcount

11,741

Headquarters

US

Primary Segment

Financial Services

Ownership

Privately Owned

News Summary:

Morningstar Inc.'s board of directors declared a quarterly dividend of 50 cents per share on March 13, 2026. This dividend is consistent with the amount paid in January and is payable on April 30, 2026, to shareholders of record as of April 3, 2026.

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Mar

19th

2026

11:04

Capital Investment

Onity Loan Investment Trust 2026-HB1: Presale Report

{"brappId":476831,"externalId":null,"active":"active","types":["RatingReport-Presale"],"title":"Onity Loan Investment Trust 2026-HB1: Presale Report","summary":"DBRS, Inc. (Morningstar DBRS) assigned provisional credit ratings to the Asset-Backed Notes, Series 2026-HB1 to be issued by Onity Loan Investment Trust 2026-HB1.

Morningstar DBRS

Mar

19th

2026

10:08

Big Data/Analytics, B2B Tag

Morningstar DBRS Releases March 2026 Figures on Automotive Securitization Tapes Report

DBRS, Inc. (Morningstar DBRS) released the updated monthly Figures on Automotive Securitization Tapes report (the FAST Report). The updated FAST Report includes U.S. auto loan data from qualifying transactions from 27 asset-backed-security-issuing shelves. The receivables in the FAST Report total more than $132.9 billion (over 7.2 million accounts) from prime and subprime auto loan transactions from the January 2026 collection period for nearly all of the transactions.

Morningstar DBRS

Mar

19th

2026

06:00

Burlington Mortgages No.1 DAC-February-2026-Performance-Analytics-Report

{"brappId":476759,"externalId":null,"active":"active","types":["RatingReport-Performance Update"],"title":"Burlington Mortgages No.1 DAC-February-2026-Performance-Analytics-Report","summary":null,"publishedDate":"2026-03-19T17:00:22.000Z","documentUrl":null,"documentTags":[],"documentText":null,"isArchived":"false","documentKey":"476759.pdf","isIndexed":"true","regions":["Europe"],"webAccessId":1,"contacts":[{"brappId":1478,"active":1,"name":"Petter Wettestad","title":"Vice President - European Structured Finance Ratings, Surveillance","phoneNumber":"+(44) 20 3107 2990","email":"petter.wettestad@morningstar.com","sortOrder":1}],"marketSectors":[{"brappId":10042,"active":1,"name":"RMBS","summary":null,"parentId":4}],"ratings":[],"relatedDocuments":[],"relatedIssuers":[{"brappId":24848,"active":1,"name":"Burlington Mortgages No.1 DAC","shortName":"Burlington Mortgages No.1 DAC","alias":"Burlington Mortgages No.1 DAC","summary":"Burlington Mortgages No.1 DAC is a securitisation collateralised by a portfolio of owner-occupied residential mortgage loans granted by EBS DAC and its fully-owned subsidiary, Haven Mortgages Limited in Ireland.

Morningstar DBRS

Mar

19th

2026

06:00

Durham Mortgages B Plc (2024 Refi)-February-2026-Performance-Analytics-Report

{"brappId":476753,"externalId":null,"active":"active","types":["RatingReport-Performance Update"],"title":"Durham Mortgages B Plc (2024 Refi)-February-2026-Performance-Analytics-Report","summary":null,"publishedDate":"2026-03-19T17:00:18.000Z","documentUrl":null,"documentTags":[],"documentText":null,"isArchived":"false","documentKey":"476753.pdf","isIndexed":"true","regions":["Europe"],"webAccessId":1,"contacts":[{"brappId":1478,"active":1,"name":"Petter Wettestad","title":"Vice President - European Structured Finance Ratings, Surveillance","phoneNumber":"+(44) 20 3107 2990","email":"petter.wettestad@morningstar.com","sortOrder":1}],"marketSectors":[{"brappId":10042,"active":1,"name":"RMBS","summary":null,"parentId":4}],"ratings":[],"relatedDocuments":[],"relatedIssuers":[{"brappId":30667,"active":1,"name":"Durham Mortgages B Plc (2024 Refi)","shortName":"Project Livingstone","alias":"Project Livingstone","summary":null,"regions":["Europe"],"hasAnalytics":"false","url":"/issuers/30667/durham-mortgages-b-plc-2024-refi","lock":{"content":0,"ratings":1}}],"relatedVideos":[],"freeAccessGranted":true,"contentType":"performance-analytics","url":"/research/476753/durham-mortgages-b-plc-2024-refi-february-2026-performance-analytics-report","lock":{"content":0,"ratings":0}}

Morningstar DBRS

Mar

19th

2026

06:00

Auto ABS Spanish Loans 2022-1 FT-February-2026-Performance-Analytics-Report

{"brappId":476747,"externalId":null,"active":"active","types":["RatingReport-Performance Update"],"title":"Auto ABS Spanish Loans 2022-1 FT-February-2026-Performance-Analytics-Report","summary":null,"publishedDate":"2026-03-19T17:00:13.000Z","documentUrl":null,"documentTags":[],"documentText":null,"isArchived":"false","documentKey":"476747.pdf","isIndexed":"true","regions":["Europe"],"webAccessId":1,"contacts":[{"brappId":1478,"active":1,"name":"Petter Wettestad","title":"Vice President - European Structured Finance Ratings, Surveillance","phoneNumber":"+(44) 20 3107 2990","email":"petter.wettestad@morningstar.com","sortOrder":1}],"marketSectors":[{"brappId":10041,"active":1,"name":"Auto","summary":null,"parentId":4}],"ratings":[],"relatedDocuments":[],"relatedIssuers":[{"brappId":28542,"active":1,"name":"Auto ABS Spanish Loans 2022-1 FT","shortName":"Auto ABS Spanish Loans 2022-1 FT","alias":null,"summary":null,"regions":["Europe"],"hasAnalytics":"false","url":"/issuers/28542/auto-abs-spanish-loans-2022-1-ft","lock":{"content":0,"ratings":1}}],"relatedVideos":[],"freeAccessGranted":true,"contentType":"performance-analytics","url":"/research/476747/auto-abs-spanish-loans-2022-1-ft-february-2026-performance-analytics-report","lock":{"content":0,"ratings":0}}

Morningstar DBRS

Mar

19th

2026

04:07

Awards and Recognitions, B2B Tag

Morningstar Awards Crown Thailand’s Best Asset and Fund Managers 2026

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the Morningstar Awards for Investing Excellence Thailand 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.

Kaohoon International

Mar

18th

2026

18:30

What You Need to Consider Before Retiring Early

Margaret Giles : Hi, I’m Margaret Giles from Morningstar. Many people think about their portfolio value or their number as the sole determinant of whether they can retire early. But Morningstar’s Christine Benz believes that would-be early retirees should factor in other considerations, too.

Mar

18th

2026

15:48

Morningstar puts $1.6bn Fidelity small-cap fund under review

The fund's longtime manager, Jed Weiss, will be stepping off at the end of the year.

Mar

18th

2026

10:32

Morningstar DBRS Takes Credit Rating Actions on PACEfunding 2020-1 Transaction

DBRS, Inc. (Morningstar DBRS) confirmed the credit ratings on all classes of securities included in the PACEfunding 2020-1 transaction as detailed in the summary chart below. Credit rating rationale includes the key analytical considerations. -- Transaction capital structure, current ratings and available credit enhancement (CE).

Morningstar DBRS

Mar

18th

2026

06:00

Sunrise SPV 97 S.r.l. - Sunrise 2025-2-February-2026-Performance-Analytics-Report

{"brappId":476619,"externalId":null,"active":"active","types":["RatingReport-Performance Update"],"title":"Sunrise SPV 97 S.r.l. - Sunrise 2025-2-February-2026-Performance-Analytics-Report","summary":null,"publishedDate":"2026-03-18T17:00:11.000Z","documentUrl":null,"documentTags":[],"documentText":null,"isArchived":"false","documentKey":"476619.pdf","isIndexed":"true","regions":["Europe"],"webAccessId":1,"contacts":[{"brappId":1478,"active":1,"name":"Petter Wettestad","title":"Vice President - European Structured Finance Ratings, Surveillance","phoneNumber":"+(44) 20 3107 2990","email":"petter.wettestad@morningstar.com","sortOrder":1}],"marketSectors":[{"brappId":10043,"active":1,"name":"Consumer Loans & Credit Cards","summary":null,"parentId":4}],"ratings":[],"relatedDocuments":[],"relatedIssuers":[{"brappId":31963,"active":1,"name":"Sunrise SPV 97 S.r.l. - Sunrise 2025-2","shortName":"Sunrise 2025-2","alias":null,"summary":"This transaction is a securitisation of a portfolio of consumer loans and consists of the issuance of notes backed by receivables arising from fixed-rate unsecured amortising consumer loan contracts granted by Agos Ducato S.p.A. to borrowers residing in Italy.

Morningstar DBRS

Mar

18th

2026

05:04

SLG Office Trust 2026-OMA: Presale Report

{"brappId":476603,"externalId":null,"active":"active","types":["RatingReport-Presale"],"title":"SLG Office Trust 2026-OMA: Presale Report","summary":"DBRS, Inc. (Morningstar DBRS) assigned provisional credit ratings to the classes of Commercial Mortgage Pass-Through Certificates, Series 2026-OMA to be issued by SLG Office Trust 2026-OMA.

Morningstar DBRS

Mar

18th

2026

04:50

HELOCS Trust: February 2026 Performance Analytics Report

{"brappId":475822,"externalId":null,"active":"active","types":["RatingReport-Performance Update"],"title":"HELOCS Trust: February 2026 Performance Analytics Report","summary":null,"publishedDate":"2026-03-18T15:50:00.000Z","documentUrl":null,"documentTags":[],"documentText":null,"isArchived":"false","documentKey":"475822.pdf","isIndexed":"true","regions":["Canada"],"webAccessId":1,"contacts":[{"brappId":1145,"active":1,"name":"Jason Phan","title":"Vice President - Canadian Structured Finance Ratings, Surveillance","phoneNumber":"+(1) 416 597 7514","email":"jason.phan@morningstar.com","sortOrder":1}],"marketSectors":[{"brappId":10042,"active":1,"name":"RMBS","summary":null,"parentId":4}],"ratings":[],"relatedDocuments":[],"relatedIssuers":[{"brappId":30799,"active":1,"name":"HELOCS Trust","shortName":"CIBC2023","alias":null,"summary":null,"regions":["Canada"],"hasAnalytics":"false","url":"/issuers/30799/helocs-trust","lock":{"content":0,"ratings":1}}],"relatedVideos":[],"freeAccessGranted":true,"contentType":"performance-analytics","url":"/research/475822/helocs-trust-february-2026-performance-analytics-report","lock":{"content":0,"ratings":0}}

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