Highest-materiality recent filing
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 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 raises quarterly dividend 10% to $0.50 per share
Quarterly dividend increased to $0.50 from $0.455 per share, a 10% increase.
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 acquires CRSP from University of Chicago for $375M
Deal includes CRSP Market Indexes, benchmarks for over $3 trillion in US equities.
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 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 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 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 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 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 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.
Max materiality 0.90 · Median 0.55 · Most common event other_material