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Form 4 Morningstar, Inc. For: Aug 24 Filed by: Mansueto Daniel

Wed, 26 Aug 2026 16:55:00 -0400

si-local-file:///var/storage/secattach/20260826/26982611.html

Form 4 Morningstar, Inc. For: Aug 24 Filed by: Mansueto Daniel

Wed, 26 Aug 2026 16:55:00 -0400

si-local-file:///var/storage/secattach/20260826/26982611.html

Morningstar Q&A: AI Pricing, PitchBook Growth and Private Markets

Tue, 25 Aug 2026 16:26:08 -0400

Morningstar on Tuesday published a new investor Q&A outlining how it plans to monetize AI-driven workflows, defend the value of its core platforms and capitalize on growing demand for private-market data.

The most important theme was pricing. Morningstar said traditional seat-based models may become less useful as AI allows customers to do more work with fewer employees. The company is therefore experimenting with value-based and consumption-based pricing, where fees are tied more closely to the economic value or volume of data consumed rather than simply the number of users.

That shift could be particularly important for PitchBook. Customers are increasingly accessing PitchBook

Morningstar Q&A: AI Pricing, PitchBook Growth and Private Markets

Tue, 25 Aug 2026 16:26:08 -0400

That shift could be particularly important for PitchBook. Customers are increasingly accessing PitchBook

Morningstar Q&A: AI Pricing, PitchBook Growth and Private Markets

Tue, 25 Aug 2026 16:26:08 -0400

That shift could be particularly important for PitchBook. Customers are increasingly accessing PitchBook

Morningstar Q&A: AI Pricing, PitchBook Growth and Private Markets

Tue, 25 Aug 2026 16:26:08 -0400

That shift could be particularly important for PitchBook. Customers are increasingly accessing PitchBook

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

Tue, 25 Aug 2026 16:19:00 -0400

si-local-file:///var/storage/secattach/20260825/26975001.html

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

Tue, 25 Aug 2026 16:19:00 -0400

si-local-file:///var/storage/secattach/20260825/26975001.html

Morningstar and PitchBook to integrate with Google's Gemini AI

Tue, 25 Aug 2026 12:44:15 -0400

Morningstar, Inc. (Nasdaq: MORN) and its subsidiary PitchBook announced planned Model Context Protocol (MCP) integrations with Google Cloud's Gemini Enterprise for Financial Services, joining as launch partners for the platform's preview release.

The integrations will allow eligible Morningstar and PitchBook subscribers to access investment data, research, ratings, and private market intelligence directly within Gemini Enterprise without switching between applications. Availability is described as imminent.

Through the integrations, users will be able to draw on Morningstar's public market data and research alongside PitchBook's private capital markets intelligence, which covers companies, investors, funds, transactions, and market activity. Responses generated within Gemini Enterprise will include

Morningstar and PitchBook Help Ground AI with Trusted Investment Intelligence in Gemini Enterprise for Financial Services, Expanding Access Across AI Ecosystems