StreetInsider.com News Articles

PitchBook Launches an Agentic Platform Assistant and New PitchBook Data MCP to Meet Investors' Rapidly Evolving Workflow Needs

Wed, 14 Oct 2026 09:00:00 -0400

PitchBook AI automates and schedules repeatable workflows within PitchBook, while PitchBook Data MCP brings PitchBook’s proprietary intelligence natively into investors' own systems

SAN FRANCISCO--(BUSINESS WIRE)-- PitchBook, a leading private capital market intelligence provider, today announced two new capabilities at TechCrunch Disrupt that improve how investors access and act on its data: new skills and agentic functionality within PitchBook AI, and PitchBook Data MCP, a new way to bring PitchBook's intelligence data natively into the systems investors already use, including the AI agents they build themselves.

The announcements mark the next phase of innovations from PitchBook, designed to address

PitchBook Launches an Agentic Platform Assistant and New PitchBook Data MCP to Meet Investors' Rapidly Evolving Workflow Needs

Wed, 14 Oct 2026 09:00:00 -0400

PitchBook AI automates and schedules repeatable workflows within PitchBook, while PitchBook Data MCP brings PitchBook’s proprietary intelligence natively into investors' own systems

The announcements mark the next phase of innovations from PitchBook, designed to address

Morningstar (MORN) PT Raised to $237 at BMO Capital

Tue, 13 Oct 2026 09:41:19 -0400

BMO Capital analyst Jeffrey Silber raised the price target on Morningstar (NASDAQ: MORN) to $237.00 (from $230.00) while maintaining a Outperform rating.

Morningstar launches AI agent platform for investment professionals

Wed, 07 Oct 2026 09:15:36 -0400

Morningstar, Inc. (NASDAQ: MORN) has launched Morningstar Direct AI, an agentic software platform built on its flagship Direct product, now available to global users.

The platform introduces three purpose-built agents targeting specific investment workflows. A Product Development Agent combines Morningstar flows data and category analysis to help asset managers assess fund positioning and launch decisions. A Distribution Agent uses Morningstar classifications and portfolio tools to help sales and marketing teams identify gaps in model portfolios and prepare for fund review meetings. A Manager Research Agent applies Morningstar's analytical framework to help due diligence teams evaluate investment strategies.

The agents draw on Morningstar's

Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

Wed, 07 Oct 2026 09:15:00 -0400

The transformed Morningstar Direct experience includes an all-new interface and purpose-built agents that are designed to help clients answer complex, high-value questions and reach decisions with greater clarity and confidence.

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc., a leading provider of independent investment insights, today launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for global users, Direct AI is designed to allow investment professionals to uncover insights, explore opportunities, and perform analysis that was previously fragmented across tools, dependent on institutional knowledge, or required considerable manual workarounds.

"AI and agents are

Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights

Wed, 07 Oct 2026 09:15:00 -0400

"AI and agents are

Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

Tue, 06 Oct 2026 08:00:00 -0400

Morningstar Public/Private Select Series combines Morningstar Wealth's portfolio construction and due diligence with streamlined implementation through Envestnet

CHICAGO--(BUSINESS WIRE)-- Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division will make the Morningstar Public/Private Select Series available through Envestnet, giving financial advisors a streamlined way to implement professionally constructed portfolios spanning public and private markets.

Announced earlier this year, the Morningstar Public/Private Select Series was developed by Morningstar Wealth in collaboration with Apollo, Franklin Templeton and J.P. Morgan Asset Management to bring complementary

Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets

Tue, 06 Oct 2026 08:00:00 -0400

Morningstar Public/Private Select Series combines Morningstar Wealth's portfolio construction and due diligence with streamlined implementation through Envestnet

Advisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study

Mon, 05 Oct 2026 07:30:00 -0400

Administrative demands, harder-to-explain investments, and growing client expectations continue to compete for advisors’ time despite rapid AI adoption.

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today released its annual Morningstar Investors Perspectives Advisor study, the third installment in the 2026 Morningstar Investor Perspectives series. Following research on retail investors and asset owners, the study provides new insight into how advisors are responding to AI adoption, rising client expectations, and market uncertainty. The findings reveal a growing

Advisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study

Mon, 05 Oct 2026 07:30:00 -0400

Administrative demands, harder-to-explain investments, and growing client expectations continue to compete for advisors’ time despite rapid AI adoption.

Form 4 Morningstar, Inc. For: Sep 30 Filed by: Mansueto Daniel

Fri, 02 Oct 2026 16:25:00 -0400

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Form 3 Morningstar, Inc. For: Sep 22 Filed by: Mansueto Daniel

Fri, 02 Oct 2026 16:16:00 -0400

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Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation

Wed, 30 Sep 2026 07:44:00 -0400

Company strengthens its long-term commitment to Chicago through new global headquarters, the city's largest downtown lease in 2026 to date, and a five-year, $5 million philanthropic initiative supporting financial security and career advancement

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced plans to relocate its global headquarters to the Thompson Center and commit an additional $5 million in funding over five years to Chicago nonprofits. Together, the investments reinforce Morningstar's over 40-year commitment to Chicago and help support the city's economic vitality, workforce development, and long-term

Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation

Wed, 30 Sep 2026 07:44:00 -0400

PitchBook Wins 2026 TrustRadius Tech Cares Award

Tue, 29 Sep 2026 16:53:00 -0400

SEATTLE--(BUSINESS WIRE)-- PitchBook, the leading private capital market intelligence platform, today announced it has been named a TrustRadius 2026 Tech Cares Award winner. The award honors B2B technology companies that put people, the planet, and ethics at the center of how they operate and covers sustainability and the environment, volunteerism, diversity, equity, and inclusion, community impact, and employee well-being.

"Creating a great place to work means supporting our people in and outside of the workplace,” said Amy Whaley, Chief People Officer at PitchBook. “From meaningful benefits and opportunities to grow

PitchBook Wins 2026 TrustRadius Tech Cares Award

Tue, 29 Sep 2026 16:53:00 -0400

Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28

Mon, 28 Sep 2026 16:15:00 -0400

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2026 financial results after the market closes on Wednesday, Oct. 28, 2026. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.

About Morningstar

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and

Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28

Mon, 28 Sep 2026 16:15:00 -0400

About Morningstar

Form 8-K Morningstar, Inc. For: Sep 25

Fri, 25 Sep 2026 16:21:00 -0400

si-local-file:///var/storage/secattach/20260925/27107653.html

PitchBook Releases Next Set of Late-Stage Company Research Covering Prediction Markets

Thu, 24 Sep 2026 00:00:00 -0400

PitchBook adds Kalshi and Polymarket to its late-stage company research coverage

SEATTLE--(BUSINESS WIRE)-- PitchBook, the leading private capital market intelligence platform, today announced Kalshi and Polymarket as its next set of late-stage company research, delivering dedicated, ongoing analysis of the world’s most influential private companies. The research assesses the companies’ relative competitive positions, their ability to build durable, profitable prediction-market businesses, and their readiness for public-market scrutiny.

PitchBook Senior Research Analyst, Private Company Coverage, Franco Granda developed company-specific financial models through 2030 linking trading activity and product mix to fees, operating costs, profits, and

PitchBook Releases Next Set of Late-Stage Company Research Covering Prediction Markets

Thu, 24 Sep 2026 00:00:00 -0400

PitchBook adds Kalshi and Polymarket to its late-stage company research coverage

Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes

Wed, 23 Sep 2026 08:24:00 -0400

SpaceX joins index, micro-cap and value gain ground, and concentration remains elevated, headlining a quarter showcasing the ability of the Morningstar Market Indexes to evolve with changing markets, maintaining the most comprehensive, efficient, accurate representation of the entire investable U.S. equity market

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, announced the completion of the third quarter reconstitution for the Morningstar Market Indexes.

Conducted quarterly to reflect changes across the U.S. equity market, the reconstitution helps ensure the indexes continue to serve as robust, representative, and investable benchmarks for investors.

Morningstar Completes Quarterly Reconstitution for Morningstar Market Indexes

Wed, 23 Sep 2026 08:24:00 -0400

Conducted quarterly to reflect changes across the U.S. equity market, the reconstitution helps ensure the indexes continue to serve as robust, representative, and investable benchmarks for investors.

Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends

Wed, 23 Sep 2026 08:00:00 -0400

Tenth annual study evaluates leading HSA providers, highlighting continued asset growth, falling fees, and evolving investment offerings

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investing insights, today published its 10th annual Health Savings Account (HSA) Landscape Report, offering an analysis of industry trends and assessments of the top HSA providers available to individuals. The report evaluates 11 providers on two use cases: as spending accounts for current medical costs and as long-term investment accounts.

The research examines a rapidly maturing HSA industry marked by continued asset growth, lower fees, expanding investment

Morningstar Publishes 2026 Health Savings Account Landscape With Updated Provider Assessments and Industry Trends

Wed, 23 Sep 2026 08:00:00 -0400

Tenth annual study evaluates leading HSA providers, highlighting continued asset growth, falling fees, and evolving investment offerings

The research examines a rapidly maturing HSA industry marked by continued asset growth, lower fees, expanding investment