---
schema_version: "secwatch.filing_event.v1"
accession: "0001289419-24-000055"
form_type: "8-K"
ticker: "MORN"
cik: "0001289419"
company_name: "Morningstar, Inc."
filed_at: "2024-07-25T23:59:59+00:00"
generated_at: "2026-05-31T16:12:41.365817+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Morningstar Q2 2024 revenue rises 13.3%; AssetMark to acquire $12B TAMP assets

## Summary
- Revenue increased 13.3% to $571.9M, with organic growth of 13.6%.
- Adjusted operating income surged 87.9%; operating margin expanded to 19.0% from 8.3%.
- AssetMark will acquire ~$12B in TAMP assets for $65M at close, plus up to $35M post-closing.
- Morningstar Credit revenue jumped 43.2% driven by strength across asset classes and regions.
- Free cash flow rose to $120.8M from negative $5.8M in the prior-year quarter.

## SEC filing metadata
- accession: 0001289419-24-000055
- form_type: 8-K
- ticker: MORN
- cik: 0001289419
- company_name: Morningstar, Inc.
- filed_at: 2024-07-25T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000055/0001289419-24-000055-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1289419/000128941924000055/morn-20240724.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001289419-24-000055
- JSON: https://secwatch.observer/filing/0001289419-24-000055.json
- Plain text: https://secwatch.observer/filing/0001289419-24-000055.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.