Morningstar, INC

Morningstar, Inc. announced robust second-quarter 2026 financial results, showcasing significant growth in revenue, operating income, and free cash flow.

Morningstar provides insights on AI data integration, PitchBook client segments, and the influence of its ratings on fund flows.

Morningstar, Inc. announced its Board of Directors has approved a quarterly cash dividend of 50 cents per share, payable to shareholders of record in July.

Morningstar provides detailed responses to investor inquiries regarding AI integration, data moats, and financial metrics.

Morningstar, Inc. concluded its 2026 Annual Shareholders Meeting, confirming director elections and the retirement of Gail Landis.

Morningstar, Inc. addresses investor concerns regarding AI disruption and stock performance, emphasizing its durable competitive moat and strong segment growth.

Morningstar, Inc. announced a 9.6% increase in consolidated revenue for Q2 2026, driven by strong performance across its segments, particularly Morningstar Credit and Morningstar Retirement.

Morningstar Inc. announced a 10.8% increase in consolidated revenue for the first quarter of 2026, driven by strong performance across its key segments, particularly Morningstar Credit and Morningstar Direct Platform.

Morningstar, Inc. reports robust organic revenue growth and improved operating margins for Q3 and the first nine months of 2025, alongside strategic acquisitions and a new $1.0 billion share repurchase program.

Morningstar, Inc. announced a significant increase in net income and operating income for the second quarter and first half of 2025, fueled by robust performance in its PitchBook and Morningstar Direct Platform segments, despite a decline in free cash flow.

Morningstar's Q1 2025 results show revenue growth driven by PitchBook, Morningstar Credit, and Morningstar Direct Platform, with consolidated revenue reaching $581.9 million.

Morningstar Inc. announced a significant increase in revenue and operating income for the third quarter of 2024, driven by strong performance across multiple segments.

Morningstar, Inc. reported a 7.5% revenue increase to $2.45 billion in 2025, driven by strong performance in Morningstar Credit, PitchBook, and Morningstar Direct Platform segments, alongside strategic AI integrations and acquisitions.

Morningstar's 2024 annual report reveals a significant 11.6% increase in revenue, driven by strong performance in key segments and strategic divestitures.

Morningstar's 2023 annual report reveals a 9% increase in consolidated revenue, driven by strong performance in data and analytics, and strategic adjustments in operations.

Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 14,500 shares of common stock on August 13, 2026.

Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 15,474 shares of common stock on August 10, 2026.

Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 9,522 shares of common stock on August 6, 2026.

Joseph D Mansueto, Executive Chairman, a Director and 10% owner of Morningstar, Inc., sold 21,750 shares of common stock on August 3, 2026.

William M Lyons, a Director of Morningstar, Inc., sold 1,000 shares of common stock on August 3, 2026 for $199.00 per share.

William M. Lyons, a Director at Morningstar, Inc., reported a transaction involving the acquisition of 700 shares of common stock on May 27, 2026.

Morningstar, Inc. announces its 2025 Annual Meeting of Shareholders to be held on May 9, 2025, with details on voting and accessing proxy materials.

Morningstar's 2025 proxy statement outlines key proposals for the annual shareholders meeting, including director elections, executive compensation approval, and auditor ratification, alongside governance and compensation program details.

Morningstar provides detailed responses to investor inquiries regarding their Direct Advisory Suite, competitive landscape, long-term strategic vision, M&A approach, AI integration, executive compensation, and ESG considerations.

Morningstar, Inc. has scheduled its annual shareholder meeting for May 10, 2024, and is providing proxy materials for voting on key proposals, including the election of directors and executive compensation.

Morningstar's 2024 proxy statement highlights the company's strategic focus on growing margins, enhancing corporate governance, and aligning executive compensation with shareholder interests.

Baron Capital Group and its affiliates report a combined beneficial ownership of 9.2% of Morningstar, Inc.'s common stock as of June 30, 2026.

Daniel Mansueto has increased his beneficial ownership of Morningstar, Inc. common stock to 10.0%, holding 3,752,046 shares.

The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Morningstar Inc. following an internal realignment on January 12, 2026.

Daniel Mansueto has reported a 9.5% beneficial ownership stake in Morningstar, Inc., totaling 3,757,306 shares.

Joseph D. Mansueto, founder of Morningstar, Inc., reports continued beneficial ownership of 37.5% of the company's common stock.

Daniel Mansueto has filed an amended Schedule 13G, reporting beneficial ownership of 8.2% of Morningstar, Inc.'s Common Stock as of September 30, 2025.