Entities / Company
Morningstar, Inc..
American financial services firm
- Reports this week
- 0
- Active events
- 0
- Connections
- 44
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Earlier this month
-
Morningstar, Inc. and Elme Communities are both identified as finance companies facing market scrutiny.Some support1 report
-
Morgan Stanley raised its position in Morningstar shares, and Morningstar filed with the SEC.Some support2 reports
-
Tata AIA Top 200 Fund was awarded a 5-star rating by Morningstar for consistent outperformance on July 31, 2026.Some support5 reports
One to three months ago
-
MLPs are primarily involved in energy transport, and Morningstar tracks their performance using a composite index.Some support1 report
-
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
-
Morningstar, Inc. filed required disclosures with the SEC and traded stock on Nasdaq on August 1, 2026.Some support1 report
-
Simon Property Group and Welltower show positive financial trends, while Kevin Brown analyzes REITs for Morningstar's equity research team.Some support1 report
-
Chukumba was quoted in both CNBC and Morningstar, Inc. regarding a financial context.Some support1 report
-
Morningstar, Inc. filed a required document with the SEC regarding its financial status.Some support1 report
Gone quiet
No new reports in 90+ days-
Morningstar provided a high-profile valuation of SpaceX.Well supported3 reports
-
Morningstar, Inc., XDI, and Veridion are collaborating to develop a physical climate risk product.Some support1 report
-
Morningstar held its Investment Conference in Chicago, featuring CEO Kunal Kapoor and President James Rhodes.Some support2 reports
-
Morningstar published a report detailing that semiliquid funds serve as a key entry point to private markets.Speculative1 report
-
Morningstar launched a new digital research hub in the UK on June 30, 2025.Speculative1 report
-
Morningstar, Inc. launched a new digital research hub for Asian investors in Singapore.Speculative1 report
-
Morningstar, Inc. provides investment insights across Europe, Australia, and Asia.Speculative3 reports
-
A fund received a 5-star rating from Morningstar in July 2025.Speculative1 report
-
Dimensional Fund Advisors received the Exemplary Stewardship Award on July 8, 2025.Speculative1 report
-
CIBC is offering services in the United States and has licensed Morningstar trademarks.Some support2 reports
-
Morningstar and Analyst Group provided 'Outperform' recommendations with targets implying 20.92% upside.Some support1 report
-
Morningstar gave a 5-star rating to the Defiance Quantum Computing ETF, which includes Rigetti Computing in its holdings.Some support1 report
-
Morningstar uses Bronze and Neutral as rating tiers for its evaluations.Some support1 report
-
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.
Around Morningstar, Inc. this week
News at the entities that move Morningstar, Inc. most-
Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Morningstar, Inc.
-
SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Morningstar, Inc.
-
Morgan Stanley TransactionalFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves Morningstar, Inc.
-
Nike Mentioned togetherTrump struck a major trade deal with Vietnam, during which Vietnamese officials courted U.S. companies like Nike.Moves Morningstar, Inc.
-
CNBC Mentioned togetherCalhoun provided market commentary on financial trends while attending engineering studies at the University of South Carolina.Moves Morningstar, Inc.
-
Europe Shared contextThe European Central Bank is forced to raise interest rates due to energy price shocks from the Iran war and an influx of Chinese exports.Moves Morningstar, Inc.
Connections
The 14 strongest of 44, 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.
-
SEC Structural
Morningstar, Inc. is subject to SEC regulatory requirements and must file disclosures with the SEC.
-
Kevin Brown Structural
Kevin Brown serves as an equity research analyst whose work is integral to Morningstar's research team operations.
-
Morgan Stanley Transactional
Morgan Stanley raised its investment position in Morningstar shares.
-
CNBC Mentioned together
Both CNBC and Morningstar, Inc. were co-mentioned in media coverage related to a quote from Chukumba.
-
Nike Mentioned together
A's analytical indices include companies like B, based on a rigorous methodology.
-
Europe Shared context
Morningstar provides investment insights and digital experiences operating within the European markets.
-
India Shared context
Morningstar operates within the Indian market to rank investment funds.
Show all 14 connections
-
SpaceX Mentioned together
Morningstar provides financial valuation and analysis of SpaceX.
-
Simon Property Group Mentioned together
Morningstar, as a research firm, provides coverage and analysis on Simon Property Group's operational performance.
-
Nasdaq Shared context
Morningstar operates as a participant utilizing the Nasdaq stock exchange infrastructure for its trading activities.
-
North America Shared context
Morningstar operates within the financial and market context of North America, gathering insights from its asset owners.
-
Buy Mentioned together
No evidence found linking Morningstar, Inc. to Buy.
-
Welltower Mentioned together
The provided evidence does not describe a direct relationship or coupling between Morningstar, Inc. and Welltower.
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.