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Morningstar, Inc. — Investor Relations & Filings

Ticker · MORN ISIN · US6177001095 LEI · 529900YGNQPOVAXQ7F29 US Financial and insurance activities
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Filings indexed 2,565 across all filing types
Latest filing 2026-05-22 Regulatory Filings
Country US United States of America
Listing US MORN

About Morningstar, Inc.

https://www.morningstar.com/

Morningstar, Inc. is a financial services firm specializing in independent investment research. The company provides comprehensive data, research insights, and proprietary ratings on a wide range of investment offerings, including stocks, mutual funds, and exchange-traded funds (ETFs). It offers portfolio management tools, software, and services for individual investors, financial advisors, and institutional clients. Leveraging one of the industry's largest investment databases, Morningstar aims to empower investor success by providing the analysis and technology needed to support informed financial decision-making.

Recent filings

Filing Released Lang Actions
8-K
Regulatory Filings Classification · 85% confidence The document is a current report on Form 8-K filed with the SEC, containing disclosures under Item 7.01 (Regulation FD Disclosure) and exhibits. It is not an earnings release, proxy statement, or full financial report like a 10-K or quarterly, but a regulatory disclosure filing. It therefore falls into the fallback “Regulatory Filings (RNS)” category.
2026-05-22 English
8-K - Morningstar, Inc. (0001289419) (Filer)
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a Current Report used to announce significant events. The text explicitly states that the company issued a press release announcing its financial results for the quarter ended March 31, 2026, and that the Earnings Release, Supplemental Presentation, and Shareholder Letter are attached as exhibits and incorporated by reference. The document itself does not contain the full financial statements or detailed financial analysis but rather announces and furnishes these materials. The length is 9438 characters, which is relatively short and consistent with an announcement rather than a full report. According to the rules, such a document that announces or furnishes an earnings release and related materials without containing the full financial data should be classified as a Regulatory Filing (RNS) because it is a current report announcing results and furnishing exhibits, not the earnings release itself or a full interim report. Therefore, the appropriate classification is Regulatory Filings (RNS).
2026-04-29 English
10-Q - Morningstar, Inc. (0001289419) (Filer)
Interim / Quarterly Report Q1 2026
2026-04-29 English
DEFA14A - Morningstar, Inc. (0001289419) (Filer)
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a Schedule 14A filing, which is a definitive proxy statement or additional materials related to a shareholder meeting. It includes voting items such as election of directors, advisory vote on executive compensation, and ratification of the independent auditor. The document is primarily focused on soliciting shareholder votes and providing proxy materials for the Annual Meeting. It does not contain the full annual report or financial statements, nor is it an announcement of report publication. Therefore, it fits the category of Proxy Solicitation & Information Statement (PSI). The document length is under 5,000 characters, but it contains substantive proxy voting information, not just a brief announcement, so it is not an RPA or RNS. Hence, the classification is PSI with high confidence.
2026-03-27 English
DEF 14A - Morningstar, Inc. (0001289419) (Filer)
Proxy Solicitation & Information Statement
2026-03-27 English
SCHEDULE 13G/A - Morningstar, Inc. (0001289419) (Subject)
Major Shareholding Notification
2026-03-27 English

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