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Morningstar, Inc.

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SEC filings and other documents


Explore the latest company documents and SEC filings from the company, including Forms 10-K, 10-Q, 8-K, and other key disclosures. Evaluate financial performance and operational updates to make more informed decisions.
2026
Earnings, Q2 FY2026
Jul 29, 2026
Q2 2026 saw double-digit profit growth, margin expansion, and robust cash flow.
AGM 2026
May 7, 2026
Strong growth, AI-driven strategy, and evolving business models highlighted amid sector challenges.
Earnings, Q1 FY2026
Apr 29, 2026
Strong revenue and margin growth, led by Credit and Retirement, with EPS up 50%.
2025
Earnings, Q4 FY2025
Annual
Feb 12, 2026
Strong 2025 revenue and adjusted income growth, with robust segment and capital activity.
Earnings, Q3 FY2025
Oct 29, 2025
Revenue up 8.4%, adjusted EPS up 27.5%, and $1B buyback authorized.
Earnings, Q2 FY2025
Jul 30, 2025
Revenue and margins rose, led by PitchBook and Direct, but free cash flow fell on higher taxes.
AGM 2025
May 9, 2025
Strong growth, strategic focus on private markets and credit, and all proposals approved.
Earnings, Q1 FY2025
Apr 30, 2025
Strong revenue and margin growth driven by PitchBook and Credit, with cautious outlook.
2024
Earnings, Q4 FY2024
Annual
Feb 26, 2025
Double-digit revenue and profit growth in 2024, led by PitchBook and Morningstar Credit.
Earnings, Q3 FY2024
Oct 23, 2024
Double-digit revenue and profit growth in Q3, led by Credit and PitchBook, with strong cash flow.
Earnings, Q2 FY2024
Jul 24, 2024
Double-digit revenue and profit growth in Q2 2024, led by Morningstar Credit and strong cash flow.
AGM 2024
May 10, 2024
Earnings, Q1 FY2024
Apr 24, 2024
2023
Earnings, Q4 FY2023
Annual
Feb 22, 2024
Earnings, Q3 FY2023
Oct 25, 2023
Earnings, Q2 FY2023
Jul 26, 2023
AGM 2023
May 12, 2023
Earnings, Q1 FY2023
Apr 26, 2023
2022
Earnings, Q4 FY2022
Annual
Feb 23, 2023
Earnings, Q3 FY2022
Oct 26, 2022
Earnings, Q2 FY2022
Jul 27, 2022
AGM 2022
May 13, 2022
Earnings, Q1 FY2022
Apr 27, 2022
2021
Earnings, Q4 FY2021
Annual
Feb 24, 2022