CenterBook Partners LP bought a new position in shares of Morningstar, Inc. (NASDAQ: MORN) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,732 shares of the business services provider's stock, valued at approximately $1,098,000. Other institutional

CHICAGO--(BUSINESS WIRE)--Morningstar has appointed Scott Brown as President, Direct Platform, effective March 2, 2026.

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes. Built on Morningstar's managed acc.

Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, reported solid fourth-quarter revenue growth with increases in operating and free cash flows. "Morningstar grew revenue, operating income, and adjusted operating income meaningfully in 2025," said Kunal Kapoor, Morningstar's chief executive officer. "As we kick off 2026, we are using AI to further scale our research and data moat. At the same time, we continue to advance our ambiti.

Looking for broad exposure to the Mid Cap Growth segment of the US equity market? You should consider the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on June 28, 2004.

Principal Financial Group Inc. grew its holdings in shares of Morningstar, Inc. (NASDAQ: MORN) by 32.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 91,155 shares of the business services provider's stock after buying an additional 22,109 shares during the period.

Chinese technology stocks have slid into bear market territory. The Hang Seng Tech Index is down more than 20% from its October peak.

CHICAGO--(BUSINESS WIRE)--Morningstar completes the CRSP acquisition, uniting two trusted sources of market insight & positioning Morningstar as a top-tier index provider.

Berkeley initiated a new stake in Morningstar, adding 17,382 shares; the estimated trade size was $3.78 million based on quarterly average pricing. The firm's quarter-end position value rose by $3.78 million, reflecting both share purchases and price movement over the period.