Highest-materiality recent filing
Morningstar furnishes investor Q&A; document contains no substantive answers
8-K dated Aug 25, 2026 furnishes responses to investor questions received through Aug 5, 2026.
Morningstar Q2 revenue up 9.6% to $663M; adjusted EPS $3.10, up 29%
Revenue $663.2M (+9.6% reported, +6.8% organic); diluted EPS $2.83 (+35.4%), adjusted EPS $3.10 (+29.2%).
Morningstar provides PitchBook client segmentation and MCP connector adoption update
PitchBook client logos: 37% investors, 28% companies, 27% service providers, 5% limited partners, 3% non-core.
Morningstar declares Q2 dividend of $0.50/share, payable July 31
Quarterly cash dividend of $0.50 per share maintained at prior quarter's rate.
Morningstar files Q&A; full Q&A text not supplied in exhibit provided
Filing includes an Investor Q&A dated May 22, 2026 covering questions through May 5, 2026.
Morningstar holds annual meeting; director Landis retires, all proposals approved
Director Gail Landis did not stand for re-election due to mandatory retirement age; Board size set to 10.
Morningstar Q1 revenue +10.8% to $644.8M, EPS +50% to $2.73; Credit revenue +38.4%
Revenue $644.8M (+10.8% reported, +7.6% organic); adjusted operating income $178.6M (+31.9%).
Morningstar files Investor Q&A but attached exhibit lacks substantive answers
Filing furnishes Investor Q&A responses for questions received through March 5, 2026.
Morningstar declares $0.50 quarterly dividend, payable April 30
Quarterly dividend of $0.50 per share declared by Board of Directors.
Morningstar Q4 revenue up 8.5%, adj. EPS +26.6%; FY2025 adj. EPS $9.86
Q4 revenue $641.1M (+8.5%); adj. operating income $153.5M (+26.1%); adj. diluted EPS $2.71 (+26.6%).
Morningstar appoints former Nordstrom CFO Anne Bramman to board of directors
Anne Bramman elected to Morningstar board effective Jan 2, 2026, filling newly created 11th seat.
Morningstar says PitchBook growth increasingly from existing large AUM accounts
5-year growth driven by new logos and net renewals; recent shift to expansion with large AUM accounts.
Morningstar raises quarterly dividend 10% to $0.50 per share
Quarterly dividend increased to $0.50 from $0.455 per share, a 10% increase.
Morningstar files 8-K with investor Q&A; full content not available in excerpt
Filing furnishes responses to investor questions received through November 5, 2025.
Morningstar files 8-K with investor Q&A; no material financial details provided
Morningstar furnished an Investor Q&A document as Exhibit 99.1 covering questions through Sep 30, 2025.
Morningstar enters $1.5B credit facility; replaces existing agreement
New $1.5B multi-currency credit facility: $750M revolver, $375M A-1 term (delayed draw), $375M A-2 term (3-year).
Morningstar Q3 revenue up 8.4% to $617.4M, adj EPS $2.55; new $1B buyback authorized
Reported revenue $617.4M (+8.4% YoY); organic revenue +9.0%.
Morningstar announces CRO departure and internal replacement effective Nov 21, 2025
Daniel Dunn, Chief Revenue Officer, will depart on November 21, 2025 to pursue another opportunity.
Morningstar files investor Q&A; provided exhibit text lacks substantive responses
Filing includes Investor Q&A document covering questions received through August 31, 2025.
Morningstar acquires CRSP from University of Chicago for $375M
Deal includes CRSP Market Indexes, benchmarks for over $3 trillion in US equities.
Morningstar declares $0.455 quarterly dividend payable Oct 31, 2025
Quarterly cash dividend of 45.5 cents per share declared, consistent with the prior quarter.
Morningstar President of Direct Platform to leave Sept. 12; COO named interim
James Rhodes, President of Direct Platform, will depart on Sept. 12, 2025.
Morningstar provides revenue mix details for Credit segment and data retention rates in investor Q&A
Morningstar Credit revenue: 59% from new issuance fees, 35% recurring transaction-based, 6% data licensing in 2024.
Morningstar Q2 revenue up 5.8% to $605.1M; adj. EPS $2.40 beats prior year $2.01
Revenue $605.1M (+5.8% reported, +5.9% organic); operating income $125.1M (+15.3%).
Morningstar issues periodic Investor Q&A; no new material information
Document provides answers to investor questions received up to May 31, 2025.
Morningstar declares quarterly dividend of 45.5 cents per share, unchanged from prior quarter
Quarterly dividend set at $0.455 per share, consistent with the April 2025 payment.
Morningstar Board adopts Executive Severance Policy; shareholders reelect directors and ratify KPMG
CEO gets 2x base salary + target bonus over 24 months on non-CIC termination; other named execs get 1x over 12 months.
Morningstar furnishes Investor Q&A with no material new information
Filed under Item 7.01; responses address questions received through March 31, 2025.
Morningstar Q1 revenue $581.9M (+7.2%); adj. EPS $2.23 (+28.9%); repurchased $109.6M in shares
Reported revenue $581.9M, up 7.2% YoY; organic revenue grew 9.1%.
Morningstar releases placeholder investor Q&A with no material disclosures
Investor Q&A attached as Exhibit 99.1 contains only introductory text; no specific questions or answers published.
Morningstar launches Direct Advisory Suite, details M&A and AI in investor Q&A
Direct Advisory Suite launched Jan 2025; all Advisor Workstation clients to migrate by 2026, price increases possible.
Morningstar declares quarterly dividend of $0.455 per share, consistent with prior
Dividend of 45.5 cents per share declared, same rate as January 2025 payment.
Morningstar Q4 revenue up 9.7%, EPS $2.71; full-year revenue $2.3B, dividend raised 12.3%
Q4 revenue $591M (+9.7% reported, +10.6% organic); diluted EPS $2.71 (+58.5%).
Morningstar updates on CFO selection, index assets growth, and Mansueto pledge reduction
CFO Michael Holt selected after rigorous internal/external search; led DBRS, Sustainalytics, LCD acquisitions.
Morningstar names Michael Holt as CFO; dividend raised 12.3% to $0.455
CFO Jason Dubinsky to step down Dec 31, 2024; Michael Holt (current Chief Strategy Officer) succeeds Jan 1, 2025.
Morningstar appoints Michael Holt as CFO effective Jan 1, 2025
Michael Holt, 45, named CFO effective 1/1/2025; succeeds Jason Dubinsky who steps down and will consult.
Morningstar raises quarterly dividend 12.3% to 45.5 cents per share
Quarterly dividend increased to $0.455 from $0.405; annualized rate rises to $1.82 from $1.62.
Morningstar sells Commodity and Energy Data business for $52.4M, records $45.3M gain
Sold Commodity and Energy Data business to ZEMA Global Data Corp for $52.4M on September 30, 2024.
Morningstar Q3 revenue up 10.5% to $569M, EPS $2.77; CFO Dubinsky to depart
Q3 revenue $569.4M, +10.5% YoY; operating income $115.5M, +65%; Diluted EPS $2.77 (incl $1.05 gain from business sale).
Morningstar Q&A details PitchBook revenue $583M, margin 28.8%, cash flow surge
PitchBook segment revenue $583.3M for TTM June 2024; adj. operating margin improved to 28.8% from 18.4% in 2021.
Morningstar declares quarterly dividend of $0.405 per share, payable Oct. 31
Dividend of $0.405 per share, same as prior quarter, declared by Board on Sept. 18, 2024.
Morningstar provides Q&A on customer ranking, cash flow surge, M&A stance, subscription trends
Top customer groups by ACV: private market investors, advisors/wealth managers, asset managers, fixed-income issuers, retirement market participants.
Morningstar Q2 2024 revenue rises 13.3%; AssetMark to acquire $12B TAMP assets
Revenue increased 13.3% to $571.9M, with organic growth of 13.6%.
Morningstar Q&A: aims for adjusted op margins above historical peaks; PitchBook President named
Goal to increase adjusted operating margins to recent historical peaks (~low 20% range) and higher over long term.
AssetMark to acquire ~$12B in assets from Morningstar Wealth's U.S. TAMP; upfront payment at close plus contingent payments.
Morningstar declares $0.405 quarterly dividend, unchanged from prior quarter
Quarterly dividend of 40.5 cents per share declared by Board of Directors.
Morningstar Q&A details Direct license trends, segment structure, margin outlook
Direct licenses 18,562 at Dec 2023 (+0.8% YoY); US licenses -1.8% to 9,072; Q1 2024 licenses 18,680 (+0.6%).
Morningstar shareholders elect all 10 director nominees, approve say-on-pay, ratify KPMG
All 10 director nominees elected; Joe Mansueto received 38.3M votes, Steve Joynt 28.8M.
Morningstar Q&A details debt reduction, headcount cuts, and Wealth segment margin improvement
Net debt-to-EBITDA fell to 1.6x at March 31, 2024, from 2.2x at Dec 31, 2022.
Morningstar Q1 revenue +13.2% to $543M; adj EPS $1.73 vs $0.56
Revenue $542.8M, +13.2% reported, +12.9% organic YoY.
Director Gail Landis, who had reached mandatory retirement age under the Company’s director retirement policy by the Company’s Annual Shareholders’ Meeting held on May 7, 2026 (the “Annual Shareholders’ Meeting”), did not stand for re-election to the Board of Directors of the Company (the “Board”) in accordance with such policy.
On October 23, 2024, the Company announced that Jason Dubinsky, chief financial officer, will be stepping down from his role with the company effective December 31, 2024, after which he will serve in a consulting capacity through June 30, 2025.
Effective March 15, 2024, Morningstar, Inc. (the “Company”) appointed Conan Wiersema as principal accounting officer
replacing Jason Dubinsky who has been serving as our principal accounting officer since February 2024.
the Company designated Jason Dubinsky (age 50) as principal accounting officer, in addition to his current role as Chief Financial Officer (and principal financial officer) of the Company.
Kimberly McGarry, Chief Accounting Officer (Principal Accounting Officer) of Morningstar, Inc. (the “Company”), has informed the Company that she will depart the Company to pursue another opportunity effective January 19, 2024.
Ms. Desmond’s last day of employment as Morningstar’s Chief Talent and Culture Officer was January 31, 2023
On May 6, 2022, Bevin Desmond, the Chief Talent and Culture Officer of Morningstar, Inc. (“Morningstar”), informed Morningstar’s Chief Executive Officer that she has decided to depart Morningstar in August 2022 to focus more time on her family.
Max materiality 0.90 · Median 0.53 · Most common event other_material