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Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after investors continued to bid up on OpenAI launch of ChatGPT for Financial Services, a new enterprise platform that natively incorporates indexed private market data from Morningstar's PitchBook unit. According to press releases from both OpenAI and PitchBook, the new platform is powered by the GPT-6 Astra model and is designed to assist investment analysts with core tasks such as financial model

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AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.

One fund delivered 23% returns in a year, but the other's ultra-low fees and five-year gains tell a different story.

One fund delivered 23% returns in a year, but the other's ultra-low fees and five-year gains tell a different story.

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Morningstar stock looks undervalued at a 33% discount to fair value. Here's what investors need to know.

Morningstar stock has rallied strongly over the past month, and several valuation checks now point to the shares trading at a premium to an intrinsic value estimate and to standard market multiples. That leaves investors weighing a recent price recovery against indications that Morningstar does not screen as a clear bargain on most metrics. The stock is up about 24.6% over the past month. This sharpens the question of how much upside is left if current expectations are already reflected in...

Morningstar (NasdaqGS:MORN) and subsidiary PitchBook announced upcoming integrations of their investment intelligence platforms with Google Cloud's Gemini Enterprise for Financial Services. The partnership is set to bring public and private market research into AI-enabled workflows for financial professionals with source attribution and real-time access. Morningstar joins Google Cloud as a launch partner for Gemini Enterprise for Financial Services, targeting institutional investors and...

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Dividend stocks are beating the S&P 500, with Morningstar's US High Dividend Yield Index up 16% year-to-date.

Long-term investors should consider owning "all" the stocks in America, not just the 500 largest companies.

Morningstar said that Berkshire Hathaway's track record “has gotten thinner over the years.”

Baron Capital, an investment management company, released its Q2 2026 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here. Baron Partners Fund reported a 16.61% (Institutional Shares) gain in Q2, outperforming both the Russell Midcap Growth Index (14.55%) and the Russell 3000 Index (15.44%). Year-to-date, it has returned 10.40%, exceeding […]

Nio could reach breakeven in 2027 with $348 million in net profit, but Morningstar expects cash burn to persist for “at least a couple more years.”

The Vanguard Morningstar Total Stock Market ETF is more value-oriented and diversified than the Vanguard S&P 500 ETF.

Morningstar (MORN) drew fresh investor attention after reporting second quarter 2026 sales of US$663.2 million and net income of US$107.8 million, alongside the completion of a US$699.97 million share repurchase program. See our latest analysis for Morningstar. Morningstar’s latest earnings and buyback news come after a mixed price pattern, with the stock up 18.28% on a 1 month share price return and 17.54% on a 3 month share price return, yet its 1 year total shareholder return is down...

Detailed price information for Morningstar Inc (MORN-Q) from The Globe and Mail including charting and trades.

Morningstar analyst views potential $2 billion costs as manageable.

According to a new Morningstar research report, Verizon Communications stock has a fair value estimate of $54, implying an upside of more than 23% from its last close.

Detailed price information for Morningstar Inc (MORN-Q) from The Globe and Mail including charting and trades.

Morningstar stock is trying to recover from a steep share price decline over the past year. Its current checks suggest investors are paying a premium to the latest intrinsic value estimate while trading at roughly in line multiples to the market. The share price is down 37.3% over the past year, which puts extra focus on whether the recent level around US$172 still overstates what the business may be worth. New products such as PitchBook owned Lumonic's MCP server and the Morningstar US...

MARKHAM, Ontario, July 24, 2026 (GLOBE NEWSWIRE) -- Sienna Senior Living Inc. (“Sienna” or the “Company”) (TSX: SIA) announced the confirmation by Morningstar DBRS of the Company’s BBB Issuer Rating and ratings on its Senior Unsecured Debentures, with trends remaining “Stable”. "The confirmation of Sienna’s BBB credit rating reflects the strength of our operating platform and balance sheet, and the consistent execution of our growth strategy,” said Nitin Jain, President and Chief Executive Offic

Detailed price information for CI Morningstar Cda Momentum Idx ETF (WXM-T) from The Globe and Mail including charting and trades.

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Wildfires in northern Ontario do not appear to be translating into severe losses for Canada's insurance industry, but the situation warrants close monitoring, Morningstar DBRS said in a new report.

CHICAGO, July 22, 2026--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights and market data, today introduced the Morningstar US Capital Allocation Leaders Index, a research-driven index designed to identify companies whose management teams have been assessed by Morningstar’s equity research team as having an established a track record of shareholder-friendly capital allocation decisions. The new index combines Morningstar’s independent, forward-looking equity

Nike has lost nearly a third of its value in 2026 while one major analyst firm sees a potential double from current prices, putting the stock at the center of a fierce debate between patient value buyers and skeptics calling it a value trap.

NEW YORK, July 22, 2026--The renamed Global X Morningstar Capital Allocation Leaders ETF (CPTL) aims to invest in companies that exhibit strong capital allocation practices.

Microsoft stock is undervalued and positioned for long-term growth in cloud and AI, according to Morningstar.

Dave (DAVE) is rated a “Strong Buy” by 11 Wall Street analysts, driven by robust revenue, earnings, and cash flow growth. DAVE has surged 104% over the past year. The stock maintains a 100% “Buy” technical opinion from Barchart. Despite high short interest (19.38%) and Morningstar’s view of 35% overvaluation,...

The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.

Detailed price information for Apotex Health Corp (APTX-T) from The Globe and Mail including charting and trades.

Morningstar says a Stripe-led takeover makes strategic sense but questions whether the reported $60.50-a-share offer will ultimately materialize.

BALTIMORE, July 16, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund’s investment returns for the first half of 2026. The total return on the Fund’s net asset value for the first half of 2026 was 10.8%, with dividends and capital gains reinvested. This compared to 10.2% and 9.5% total return for the S&P 500 Index and the Morningstar U.S. Large Blend category, respectively. The total return on the Fund’s market price for the period was 13.9%. The S

LONDON, July 15, 2026--Morningstar (Nasdaq: MORN) today announced it will relocate its London operations to One Millennium Bridge, bringing colleagues from across Morningstar and PitchBook, a Morningstar company, together in one location. Following a rigorous evaluation process conducted with CBRE, Morningstar plans to occupy approximately 75,000 square feet in the building, with plans to move in June 2027.