Morningstar, Inc..
American financial services firm
- Reports this week
- 1
- Active events
- 1
- Connections
- 47
What's happening
Active this week
Earlier this month
One to three months ago
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Morningstar, Inc. and Elme Communities are both identified as finance companies facing market scrutiny.Some support1 report
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Morgan Stanley raised its position in Morningstar shares, and Morningstar filed with the SEC.Some support2 reports
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Tata AIA Top 200 Fund was awarded a 5-star rating by Morningstar for consistent outperformance on July 31, 2026.Some support5 reports
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MLPs are primarily involved in energy transport, and Morningstar tracks their performance using a composite index.Some support1 report
Gone quiet
No new reports in 90+ days-
Intel is listed among dividend cutters as Morningstar uses screens to identify at-risk dividends, while industry factors weigh on Conagra's stock decline.Some support1 report
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Morningstar, Inc. filed required disclosures with the SEC and traded stock on Nasdaq on August 1, 2026.Some support1 report
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Simon Property Group and Welltower show positive financial trends, while Kevin Brown analyzes REITs for Morningstar's equity research team.Some support1 report
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Chukumba was quoted in both CNBC and Morningstar, Inc. regarding a financial context.Some support1 report
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Morningstar, Inc. filed a required document with the SEC regarding its financial status.Some support1 report
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Morningstar provided a high-profile valuation of SpaceX.Well supported3 reports
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Morningstar, Inc., XDI, and Veridion are collaborating to develop a physical climate risk product.Some support1 report
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Morningstar held its Investment Conference in Chicago, featuring CEO Kunal Kapoor and President James Rhodes.Some support2 reports
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Morningstar published a report detailing that semiliquid funds serve as a key entry point to private markets.Speculative1 report
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Morningstar launched a new digital research hub in the UK on June 30, 2025.Speculative1 report
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Morningstar, Inc. launched a new digital research hub for Asian investors in Singapore.Speculative1 report
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Morningstar, Inc. provides investment insights across Europe, Australia, and Asia.Speculative3 reports
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A fund received a 5-star rating from Morningstar in July 2025.Speculative1 report
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Dimensional Fund Advisors received the Exemplary Stewardship Award on July 8, 2025.Speculative1 report
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CIBC is offering services in the United States and has licensed Morningstar trademarks.Some support2 reports
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Morningstar and Analyst Group provided 'Outperform' recommendations with targets implying 20.92% upside.Some support1 report
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Morningstar gave a 5-star rating to the Defiance Quantum Computing ETF, which includes Rigetti Computing in its holdings.Some support1 report
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Morningstar uses Bronze and Neutral as rating tiers for its evaluations.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Morningstar, Inc.
Events traced to Morningstar, Inc., step by step, newest firstAround Morningstar, Inc. this week
News at the entities that move Morningstar, Inc. most-
Securities and Exchange Commission StructuralConnect Biopharma Holdings Limited filed disclosures with the SEC and its stock is traded on the Nasdaq exchange.Moves Morningstar, Inc.
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SEC StructuralMSCI index rules may affect Bitcoin companies, while warnings caused stock market crashes in Turkey and Indonesia.Moves Morningstar, Inc.
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Kevin Brown StructuralKevin Brown was identified as a firefighter working in Vallejo.Moves Morningstar, Inc.
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Morgan Stanley TransactionalAmazon is attempting to challenge Google's search dominance while Morgan Stanley reports highlight shopper behavior trends.Moves Morningstar, Inc.
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Nike Mentioned togetherNike opened a pop-up store in a new mall, featuring WalterMart.Moves Morningstar, Inc.
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Europe Shared contextWar was raging across Europe in 1941.Moves Morningstar, Inc.
Connections
The 17 strongest of 47, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Securities and Exchange Commission Structural
Morningstar, Inc. is subject to formal regulatory oversight and filing requirements imposed by the Securities and Exchange Commission.
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SEC Structural
Morningstar, Inc. is subject to SEC regulatory requirements and must file disclosures with the SEC.
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Kevin Brown Structural
Kevin Brown serves as an equity research analyst whose work is integral to Morningstar's research team operations.
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Webull Operational
Webull and Morningstar compete directly for the self-directed investor market segment.
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Morgan Stanley Transactional
Morgan Stanley raised its investment position in Morningstar shares.
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Europe Shared context
Morningstar provides investment insights and digital experiences operating within the European markets.
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Nike Mentioned together
A's analytical indices include companies like B, based on a rigorous methodology.
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Simon Property Group Mentioned together
Morningstar, as a research firm, provides coverage and analysis on Simon Property Group's operational performance.
Show all 17 connections
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Nasdaq Shared context
Morningstar utilizes the Nasdaq stock exchange as a venue for its trading activities.
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SpaceX Mentioned together
Morningstar provides financial valuation and analysis of SpaceX.
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CNBC Mentioned together
Both CNBC and Morningstar, Inc. were co-mentioned in media coverage related to a quote from Chukumba.
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India Shared context
Morningstar operates within the Indian market to rank investment funds.
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North America Shared context
Morningstar operates within the financial and market context of North America, gathering insights from its asset owners.
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Renaissance Technologies Mentioned together
The provided evidence does not describe a relationship or interaction between Morningstar, Inc. and Renaissance Technologies.
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Welltower Mentioned together
The provided evidence does not describe a direct relationship or coupling between Morningstar, Inc. and Welltower.
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Scott Brown Mentioned together
No evidence of a relationship between Scott Brown and Morningstar, Inc. was found in the provided timeline.
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Buy Mentioned together
No evidence found linking Morningstar, Inc. to Buy.
History
Events by the month they beganNovember 2026
1 eventSeptember 2026
2 eventsAugust 2026
4 events- MLPs are primarily involved in energy transport, and Morningstar tracks their performance using a composite index.
- Intel is listed among dividend cutters as Morningstar uses screens to identify at-risk dividends, while industry factors weigh on Conagra's stock decline.
- Morningstar, Inc. filed required disclosures with the SEC and traded stock on Nasdaq on August 1, 2026.
- Simon Property Group and Welltower show positive financial trends, while Kevin Brown analyzes REITs for Morningstar's equity research team.
Show 2 earlier months
July 2026
2 eventsJune 2026
15 events- Morningstar, Inc. gathered insights from asset owners located in North America on May 27, 2026.
- Morgan Stanley raised its position in Morningstar shares, and Morningstar filed with the SEC.
- Morningstar provided a high-profile valuation of SpaceX.
- Morningstar, Inc., XDI, and Veridion are collaborating to develop a physical climate risk product.
- Morningstar held its Investment Conference in Chicago, featuring CEO Kunal Kapoor and President James Rhodes.
- Morningstar published a report detailing that semiliquid funds serve as a key entry point to private markets.
- Morningstar launched a new digital research hub in the UK on June 30, 2025.
- Morningstar, Inc. launched a new digital research hub for Asian investors in Singapore.
- Morningstar, Inc. provides investment insights across Europe, Australia, and Asia.
- A fund received a 5-star rating from Morningstar in July 2025.
- Dimensional Fund Advisors received the Exemplary Stewardship Award on July 8, 2025.
- CIBC is offering services in the United States and has licensed Morningstar trademarks.
- Morningstar and Analyst Group provided 'Outperform' recommendations with targets implying 20.92% upside.
- Morningstar gave a 5-star rating to the Defiance Quantum Computing ETF, which includes Rigetti Computing in its holdings.
- Morningstar uses Bronze and Neutral as rating tiers for its evaluations.