MORN
Morningstar, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Morningstar has 0 disclosed suppliers and 12 disclosed customers in SEC filings.
SentenceThis information is based on third-party sources which we believe to be reliable, such as LIMRA, an insurance and financial services industry organization (for Employee Benefits market leadership positions), Morningstar fund data and eVestment institutional composites (for Investment Management market leadership positions) and industry recognized publications and websites such as Pensions & Investments (for Retirement and Investment Management) and MyHealthGuide (for Employee Benefits).
SentenceWe completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.
MORN 10-Kaccession 0001289419-26-000013
SentenceWe completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.
MORN 10-Kaccession 0001289419-26-000013
SentenceWe recorded a $22.7 million gain in 2025 from the contingent payment related to the sale of customer assets from the US Morningstar Wealth Turnkey Asset Management Platform (TAMP) to AssetMark (sale of US TAMP assets), compared to a $64.0 million gain in 2024.
MORN 10-Kaccession 0001289419-26-000013
SentenceWe introduced collaborations with purpose-built AI platforms for financial services including Hebbia and Rogo to integrate PitchBook's data to automate analytical tasks such as market research, valuation comparisons, and financial modeling.
MORN 10-Kaccession 0001289419-26-000013
SentenceWe completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.
MORN 10-Kaccession 0001289419-26-000013
SentenceWe completed integrations of the Morningstar MCP server into Anthropic's Claude for Financial Services, Microsoft Foundry and Copilot Studio, and OpenAI's ChatGPT.
MORN 10-Kaccession 0001289419-26-000013
SentenceWe introduced collaborations with purpose-built AI platforms for financial services including Hebbia and Rogo to integrate PitchBook's data to automate analytical tasks such as market research, valuation comparisons, and financial modeling.
MORN 10-Kaccession 0001289419-26-000013
SentenceThe Morningstar Funds Trust, an open-end mutual fund advised by MIM, subjects MIM to additional 40 Act requirements and the Commodity Exchange Act.
MORN 10-Kaccession 0001289419-26-000013
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Morningstar, Inc.
225.28
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Linked news
Expected move
No implied move.