Core Insights - Morningstar, Inc. (NASDAQ:MORN) is identified as one of the 12 High-Risk High-Reward Growth Stocks to consider for investment [1] - The company reported a revenue increase of 5.8% year-over-year to $605.1 million in Q2 2025, driven by strong performance from its PitchBook and Morningstar Direct platforms [2] - Morningstar launched the Morningstar PitchBook US Modern Market 100 Index, the first index to track both public and private market companies, enhancing its position in investment research [3] - The company announced the acquisition of the Center for Research in Security Prices (CRSP) for $375 million, gaining access to CRSP Market Indexes that benchmark over $3 trillion in U.S. equities [3] - Despite a beta of 1.01 indicating market sensitivity, the consensus upside potential for Morningstar is 37.07%, making it a strong growth stock contender [4] - Morningstar, founded in 1984 and based in Illinois, provides a wide range of investment research and management services, becoming a key source of independent analysis for various investors [5]

Core Viewpoint - Morningstar has announced the acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago for $375 million, aiming to enhance its index business capabilities and strengthen its position as a leading global index provider [2][4]. Group 1: Index Business Development - CRSP, established in 1960, is a reputable academic research center under the University of Chicago's Booth School of Business, known for providing high-quality financial data and market indices [4]. - The CRSP Market Indexes, which serve as performance benchmarks for over $3 trillion in U.S. equity assets, will be integrated into Morningstar's index ecosystem, catering to the growing demand for passive investment tools [4][5]. - The acquisition will combine CRSP's index system with Morningstar's global business reach, aiming to offer a broader and more precise range of index options for global investors [5]. Group 2: Strategic Insights - Morningstar's global CEO, Kunal Kapoor, emphasized that integrating CRSP's trusted data validation processes and robust index construction methodologies aligns with the company's mission to provide high-quality, data-driven tools for investors [6]. - Madhav Rajan, Dean of the Booth School of Business and Chairman of the CRSP Board, noted that the collaboration will leverage Morningstar's industry insights and global experience to unlock CRSP's potential [6]. Group 3: Company Overview - Morningstar, Inc. is a leading investment research firm with operations across North America, Europe, Australia, and Asia, providing financial information, analysis, and ratings for various investment products [7]. - As of June 30, 2025, Morningstar manages and advises on approximately $352 billion in assets, operating in 33 global markets [7].

Group 1 - Morningstar, Inc (NASDAQ: MORN) has experienced a total return of -30% in 2025, indicating poor recent performance [1] - Despite the recent decline, Morningstar shares have achieved an impressive total return of 1,210% since the company's inception [1]

Group 1 - Morningstar, Inc (NASDAQ: MORN) has experienced a total return of -30% in 2025, indicating poor recent performance [1] - Despite the recent decline, Morningstar shares have achieved an impressive total return of 1,210% since the company's inception [1]

Group 1 - Morningstar announced the acquisition of CRSP for $375 million, which will strengthen its position as a leading global index provider [1]

Core Insights - Morningstar has announced an agreement to acquire CRSP, which is recognized as a leading provider of historical stock market data and indexes [1] Company Summary - The acquisition of CRSP by Morningstar is expected to enhance Morningstar's data offerings and strengthen its position in the financial services industry [1]

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 45.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2025, to shareholders of record as of Oct. 3, 2025. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North. ...

Core Insights - Morningstar, Inc. published findings from its fourth annual Voice of the Asset Owner survey, indicating a shift in asset allocation strategies among investors [1] - The survey highlights increasing disparities in ESG (Environmental, Social, and Governance) approaches and environments globally [1] - There is notable progress and innovation in climate-related investing, reflecting a growing focus on sustainability [1] - The demand for more standardized and higher quality ESG indexes, data, and investment tools is on the rise [1]

Core Viewpoint - Morningstar is actively recruiting for key positions in its China business team to enhance its investment advisory solutions and drive user growth in the Chinese market [2][21]. Group 1: Product Manager - China Business Team - The role focuses on developing localized investment advisory solutions based on global expertise and local market needs, involving user research and product optimization [2][3]. - Responsibilities include conducting in-depth research on domestic and international investment advisory trends to inform product strategy and continuous improvement of solutions [3]. Group 2: Product Operations Manager - Fund Advisory - This position is responsible for enhancing user experience and satisfaction through direct engagement with clients, identifying their needs, and optimizing existing product features [7][10]. - The role requires collaboration with various teams to ensure product delivery and market strategy execution, aiming for sustained growth in the Chinese market [6][10]. Group 3: Regional Sales Director - The focus is on developing new clients and deepening relationships with existing ones to achieve sales targets, while ensuring that product offerings meet market demands [15]. - The role involves active participation in financial events to discover potential clients and requires a strong understanding of client investment needs [15]. Group 4: Company Overview - Morningstar, Inc. is a leading global investment research firm, providing data and analysis on various investment products, with approximately $338 billion in assets under management and advisory as of December 31, 2024 [18]. - The company operates in 33 markets worldwide, offering services to individual investors, investment advisors, and institutional clients [18].

Core Viewpoint - Morningstar, Inc. is expanding its operations in China, specifically seeking a Regional Sales Director for East China to enhance client relationships and drive sales growth [3][4]. Group 1: Job Responsibilities - The role focuses on developing new clients and deepening cooperation with existing clients to achieve sales targets [3]. - Collaboration with product, development, and sales support teams is essential to provide suitable solutions for clients [3]. - Active participation in financial activities such as forums, seminars, and exhibitions is required to identify and explore potential clients [3]. - Accurate and timely reporting using the internal Salesforce system is necessary for managing new and renewal business contracts [3]. Group 2: Company Overview - Morningstar, Inc. and its subsidiaries provide data and research reports on various investment products, including managed investment products, public companies, and private capital markets [4]. - As of December 31, 2024, Morningstar manages and advises on assets totaling approximately $338 billion [4]. - The company operates in 33 global markets, offering investment management and advisory services [4][8]. Group 3: Candidate Requirements - Candidates should have at least 3 years of institutional sales experience or related marketing experience, preferably in the financial services sector [8]. - Experience in supporting or selling financial data and advisory solutions is preferred [8]. - Strong communication skills in both Chinese and English, along with a relevant educational background in finance, are required [8].