Entities / Company
Morningstar, Inc..
American financial services firm
- Reports this week
- 0
- Active events
- 0
- Connections
- 46
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
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
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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
Gone quiet
No new reports in 90+ days-
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
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Morningstar, Inc. gathered insights from asset owners located in North America on May 27, 2026.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 StructuralBlackRock issued the iShares LifePath Target Date 2065 ETF, and the SEC received a disclosure from Citadel Advisors LLC.Moves Morningstar, Inc.
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SEC StructuralUnifi filed disclosures with the SEC on October 24, 2026.Moves Morningstar, Inc.
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Morgan Stanley TransactionalInsider sold shares of CDW stock; Citigroup raised price target on CDW; Morgan Stanley lifted price target on CDW.Moves Morningstar, Inc.
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Webull OperationalWebull is rolling out Bitcoin perpetual futures targeting US retail users, with Coinbase among the initial approvals.Moves Morningstar, Inc.
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Nike Mentioned togetherNike is producing Air Max 95 Lux footwear in Italy.Moves Morningstar, Inc.
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CNBC Mentioned togetherAI demand concerns are causing stock declines for tech companies like Micron and Dell, which are being covered by CNBC and Bloomberg Television.Moves Morningstar, Inc.
Connections
The 16 strongest of 46, 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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CNBC Mentioned together
Both CNBC and Morningstar, Inc. were co-mentioned in media coverage related to a quote from Chukumba.
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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.
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Europe Shared context
Morningstar provides investment insights and digital experiences operating within the European markets.
Show all 16 connections
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Nike Mentioned together
A's analytical indices include companies like B, based on a rigorous methodology.
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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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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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Buy Mentioned together
No evidence found linking Morningstar, Inc. to Buy.
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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.
History
Events by the month they beganSeptember 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.
July 2026
2 eventsShow 1 earlier month
June 2026
15 events- 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.
- Morningstar, Inc. gathered insights from asset owners located in North America on May 27, 2026.