{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-085092","form_type":"8-K","ticker":"MORN","cik":"0001289419","company_name":"Morningstar, Inc.","filed_at":"2023-07-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.483510+00:00","generated_at":"2026-06-12T22:52:20.797091+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Morningstar Q2 revenue up 7.3% to $504.7M, adjusted EPS up 11.1% to $1.30","bullets":["Revenue $504.7M (+7.3% reported, +5.1% organic); license-based revenue grew 14.8%.","Adjusted diluted EPS $1.30 (+11.1% YoY); reported EPS $0.84 (+20.0%, includes $0.15 tax benefit).","Operating income $41.7M (-22.6%); adjusted operating income $69.7M (-5.0%), includes $4M severance.","Transaction-based revenue fell 18.5%; DBRS Morningstar CMBS ratings revenue down 80%.","Headcount 12,126 (+12.6% YoY, -2.3% sequentially); China transition substantially complete by Q3 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-085092","json":"https://secwatch.observer/filing/0001104659-23-085092.json","markdown":"https://secwatch.observer/filing/0001104659-23-085092.md","text":"https://secwatch.observer/filing/0001104659-23-085092.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1289419/000110465923085092/0001104659-23-085092-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1289419/000110465923085092/tm2322273d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T22:52:20.797091+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6fd3963d51bf94a774fe789bff1f063a2bd92401","claim":"Morningstar, Inc. reported second quarter ended June 30, 2023 results: revenue $504.7 million, EPS $0.84.","evidence_excerpt":"more context on its quarterly results and business, which can be found at shareholders.morningstar.com. Second-Quarter 2023 Financial Highlights • Reported revenue grew 7.3% to $504.7 million; organic revenue grew 5.1%. • Reported operating income declined 22.6% to $41.7 million; adjusted operating income declined 5.0%. Reported results included $4.0 million in","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1289419/000110465923085092/0001104659-23-085092-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2023"},{"label":"Revenue","value":"$504.7 million"},{"label":"EPS","value":"$0.84"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}