Morningstar, Inc.

MORN Financial Financial Data & Stock Exchanges

Morningstar, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.4 billion, up 7.49% from fiscal 2024.

Revenue
+9.60%
EPS
+35.1%
Free cash flow
+96.3%
Total debt
+104.3%

Quarter to June 2026, against a year earlier

226.19 3.65 +1.64%
Market cap
$8.3B
P/E
21.4×
Fwd P/E
19.7×
Dividend yield
0.88%
F-score
6/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Morningstar, Inc. (MORN) SEC filings, changes and red flags

Red flags

Filings

Form Period Filed What it reports Flags
8-K Oct 28, 2026 2.02 Results of operations and financial condition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
10-Q Sep 30, 2026 P1I2: 7 added · 8 removed · 32 modified
P2I1A: no material changes, the filing says
8-K Sep 25, 2026 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Sep 18, 2026 8.01 Other events; 9.01 Financial statements and exhibits
8-K Aug 25, 2026 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Jul 29, 2026 2.02 Results of operations and financial condition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
10-Q Jun 30, 2026
8-K Jun 25, 2026 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Jun 18, 2026 8.01 Other events; 9.01 Financial statements and exhibits
8-K May 22, 2026 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K May 7, 2026 5.02 Departure or appointment of directors or officers; 5.07 Submission of matters to a vote of security holders Officer departure
8-K Apr 29, 2026 2.02 Results of operations and financial condition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
10-Q Mar 31, 2026
8-K Mar 25, 2026 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Mar 13, 2026 8.01 Other events; 9.01 Financial statements and exhibits
10-K Dec 31, 2025 1: 79 added · 126 removed · 87 modified
1A: 16 added · 48 removed · 70 modified
7: 34 added · 40 removed · 73 modified
8-K Feb 12, 2026 2.02 Results of operations and financial condition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Jan 2, 2026 5.02 Departure or appointment of directors or officers; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Dec 23, 2025 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Dec 5, 2025 8.01 Other events; 9.01 Financial statements and exhibits
8-K Nov 25, 2025 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Nov 5, 2025 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Oct 31, 2025 1.01 Entry into a material definitive agreement; 1.02 Termination of a material definitive agreement; 2.03 Creation of a direct financial obligation; 3.03 Material modification of shareholders' rights; 9.01 Financial statements and exhibits
10-Q Sep 30, 2025
8-K Oct 29, 2025 2.02 Results of operations and financial condition; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Oct 8, 2025 5.02 Departure or appointment of directors or officers; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Sep 26, 2025 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Sep 23, 2025 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
8-K Sep 19, 2025 8.01 Other events; 9.01 Financial statements and exhibits
8-K Aug 29, 2025 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits
10-Q Jun 30, 2025
10-Q Mar 31, 2025
10-K Dec 31, 2024
10-Q Sep 30, 2024
10-Q Jun 30, 2024

From the company’s filings on sec.gov. Red flags are raised by rules over the filings’ own data and text; they are not investment advice.