Morningstar, Inc. MORN

The safest retirement instinct is the one draining portfolios fastest

The company will keep its operations in the Loop and co-anchor the building with Google, occupying more than 275K SF.

Morningstar CEO Kunal Kapoor and founder Joe Mansueto with the James R. Thompson Center at 100 West Randolph Street (Morningstar, ajay_suresh - James R. Thompson Center, CC BY 2.0 - via Wikimedia Commons)Morningstar announced intentions to move into Google’s revamped Thompson Center with the largest downtown office lease signed this year. The investment research firm announced that they’re taking over 275,000 square feet of Google’s 400,000 square feet available on the building’s upper floors, a

CHICAGO, September 30, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5 million in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's economic vitality, workforce development, and long-term growth.

SEATTLE, September 29, 2026--PitchBook, the leading private capital market intelligence platform, today announced it has been named a TrustRadius 2026 Tech Cares Award winner. The award honors B2B technology companies that put people, the planet, and ethics at the center of how they operate and covers sustainability and the environment, volunteerism, diversity, equity, and inclusion, community impact, and employee well-being.

With equity concentration at historic highs, alts can help manage risk and calibrate AI exposure, advisors said.

Advisors are all about tax efficiency, but they aren’t as sold on the need for private markets investments.

CHICAGO, September 28, 2026--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].

Morningstar dividend decision and why it matters now Morningstar (MORN) kept its quarterly dividend at US$0.50 per share, with the board setting an October 30, 2026 payment date for investors on the books as of October 2. The payout decision gives income focused shareholders a clear timeline while the share price has declined about 10% over the past month but remains higher over the past 3 months. Recent trading paints a mixed picture for Morningstar. The share price is down about 10% over...

SEATTLE, September 24, 2026--PitchBook, the leading private capital market intelligence platform, today announced Kalshi and Polymarket as its next set of late-stage company research, delivering dedicated, ongoing analysis of the world’s most influential private companies. The research assesses the companies’ relative competitive positions, their ability to build durable, profitable prediction-market businesses, and their readiness for public-market scrutiny.

CHICAGO, September 23, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Market Indexes.

CHICAGO, September 23, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today published its 10th annual Health Savings Account (HSA) Landscape Report, offering an analysis of industry trends and assessments of the top HSA providers available to individuals. The report evaluates 11 providers on two use cases: as spending accounts for current medical costs and as long-term investment accounts.

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]

Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]