In the Q2, Morningstar Inc 's corporate clients experienced a drop by -152.69 % in their costs of revenue, compared to a year ago, sequentially costs of revenue were trimmed by -148.23 %. During the corresponding time, Morningstar Inc recorded a revenue increase by 9.6 % year on year, sequentially revenue grew by 2.85 %. While revenue at the Morningstar Inc 's corporate clients recorded rose by 13.53 % year on year, sequentially revenue grew by 3.16 %.
Morningstar Inc's Comment on Sales, Marketing and Customers
The company provides investment data, research, ratings, and tools through proprietary desktop and web-based platforms, direct data feeds, APIs, and AI integrations. Access is also available via third-party alliances and redistributors. It serves individuals and advisors through the Morningstar Wealth and Morningstar Retirement segments, managing approximately $378.0 billion in assets under management and advisement as of December 31, 2025. The Morningstar Indexes segment offers a range of indexes for performance benchmarks and investment products. The Morningstar Credit segment delivers credit ratings, research, data, and credit analytics solutions for both international and domestic credit markets. The Morningstar Direct Platform segment supports portfolio managers, product developers, marketers, advisors, and analysts with data and investment analysis tools. Morningstar Data licenses data, research, and analytics to asset managers, redistributors, and wealth managers, covering managed investments, equities, and fixed-income securities with proprietary analytics and intellectual property for actionable insights and cross-asset class comparison.
Morningstar, Inc., a reputable name in the arena of independent investment insights, has ventured into a critical evaluation realm by publishing its inaugural Morningstar Medalist Ratings™ for semiliquid funds. This innovative step aims to illuminate the performance potential of semiliquid strategies, underscoring their relevance compared to traditional mutual funds and exchange-traded funds (ETFs). The seminal ratings are qualitative and forward-looking, representing Morningstar s bold stride in making investment insights more comprehensive and accessible for investors navigating the evolving landscape of private market vehicles.Semiliquid funds have been garnering interest due to their distinctive struct...
In a bold move that could redefine the landscape of investment indices, Morningstar, Inc. a Chicago-based leader in independent investment insights, has launched the Morningstar PitchBook Buyout Replication Index. This innovative index is designed to give investors a unique opportunity to engage with the private equity space without stepping foot into the often opaque waters of direct buyouts.Since the strategy s inception in the 1980s, private equity managers have carved a niche for themselves by meticulously targeting underperforming companies with the potential for substantial turnaround. These professionals have adeptly maneuvered in an environment that rewards strategic transformation and operational im...
Riding the Unicorn Wave: Morningstar s New Benchmark for Venture Capital Titans In a bold stride towards further illuminating the complex corridors of the private capital market, Morningstar, Inc. (Nasdaq: MORN), a venerated titan in the domain of independent investment insights, has unveiled its latest innovative tool the Morningstar PitchBook Unicorn 30 Index (UI30). This pioneering index is poised to redefine how investors interact with the late-stage venture capital ecosystem by providing a novel lens through which the performance of the most significant unicorns can be measured.Morningstar’s announcement from its headquarters in Chicago marks another exhilarating chapter in the company’s ever-expand...
In today s dynamic financial landscape, achieving a secure and prosperous retirement remains a primary concern for individuals and financial institutions alike. Understanding this pressing need, Morningstar Retirement, a part of Morningstar, Inc. (Nasdaq: MORN), has launched a groundbreaking tool the Morningstar Model of U.S. Retirement Outcomes . This innovative simulation tool aims to provide insights into retirement income sufficiency by considering various individual characteristics, healthcare costs, and projected longevity. The Morningstar Model: Revolutionizing Retirement PlanningThe introduction of the Morningstar Model of U.S. Retirement Outcomes is a significant step forward in retirement planning...
Morningstar, Inc., a prominent provider of independent investment insights, has recently unveiled its latest addition to their suite of socially focused indexes - the Morningstar Developed Markets LGBTQ+ Leaders Index. This new index aims to offer exposure to 100 large- and mid-cap companies that demonstrate strong LGBTQ+ inclusive policies and practices across various regions and sectors. With this introduction, Morningstar reinforces its commitment to promoting diversity and inclusivity in the global market.The Morningstar Developed Markets LGBTQ+ Leaders Index joins Morningstar s existing socially focused indexes, including the Morningstar Minority Index. These indexes provide investors with opportunities...
Morningstar Inc’s Comment on Sales, Marketing and Customers
The company provides investment data, research, ratings, and tools through proprietary desktop and web-based platforms, direct data feeds, APIs, and AI integrations. Access is also available via third-party alliances and redistributors. It serves individuals and advisors through the Morningstar Wealth and Morningstar Retirement segments, managing approximately $378.0 billion in assets under management and advisement as of December 31, 2025. The Morningstar Indexes segment offers a range of indexes for performance benchmarks and investment products. The Morningstar Credit segment delivers credit ratings, research, data, and credit analytics solutions for both international and domestic credit markets. The Morningstar Direct Platform segment supports portfolio managers, product developers, marketers, advisors, and analysts with data and investment analysis tools. Morningstar Data licenses data, research, and analytics to asset managers, redistributors, and wealth managers, covering managed investments, equities, and fixed-income securities with proprietary analytics and intellectual property for actionable insights and cross-asset class comparison.
Sources:
Morningstar inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
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