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MORN·Nasdaq·US

Morningstar

Morningstar is a leading global provider of independent investment insights. It offers data, research, and investment management products and solutions to a wide range of market participants, including advisors, asset managers, and institutional investors.

Source: SEC 10-K Feb 13, 2026

Recent Activity

Updated Oct 17, 2026
–Morningstar launched Direct AI, an agentic platform built on independent insights, which transforms Morningstar Direct with an all-new interface and purpose-built agents designed to help clients answer complex, high-value questions.
–Morningstar DBRS assigned Verdant Rock an A (low) Financial Strength Rating, giving it ratings from both Fitch Ratings and Morningstar DBRS.

Past updates are part of the Pro plan.

Thematic Position

Relationship Groups

Suppliers1
Customers2
Competitors6

Relationship details are part of the Pro plan.

Ended Relationships

2 ended relationships · Ended relationships are part of the Pro plan.

Management Perspective on Regulatory & Geopolitical Developments

sanctionembargo
OFAC sanctions and embargoes restrict Morningstar's sale of products to certain regions and entities
SEC 10-KFeb 13, 2026

The full regulatory passage is part of the Pro plan.