Morningstar, Inc.
Company Information
Industry
Investment Advice
SIC Code
6282
Entity Type
operating
SEC Category
Large accelerated filer
State of Incorporation
IL
Business Address
22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Mailing Address
22 WEST WASHINGTON STREET, CHICAGO, IL, 60602
Phone
(312) 696-6000
Fiscal Year End
1231
EIN
363297908
Financial Overview
FY2025
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| SCHEDULE 13G/A Passive ownership amendment | March 27, 2026 | View on SEC |
| DEF 14A Definitive proxy statement | March 27, 2026 | View on SEC |
| 8-K Current report of material events | March 25, 2026 | View on SEC |
| 8-K Current report of material events | March 13, 2026 | View on SEC |
| 4 Insider stock transaction report | March 4, 2026 | View on SEC |
| 4 Insider stock transaction report | March 3, 2026 | View on SEC |
| 4 Insider stock transaction report | March 3, 2026 | View on SEC |
| 4 Insider stock transaction report | March 2, 2026 | View on SEC |
| 4 Insider stock transaction report | February 27, 2026 | View on SEC |
| 4 Insider stock transaction report | February 25, 2026 | View on SEC |
Annual Reports
10-K
February 13, 2026
- Morningstar achieved robust financial performance in 2023 with 12.5% revenue growth and 18.5% net income increase, driven by strong subscription growth.
- Strategic acquisitions of DealX and Lumonic in 2023 significantly enhance data, analytics, and AI capabilities, particularly in private markets and wealth management.
Insider Trading
STRONG SELL
3 insiders
73 recent transactions
View Full Insider Trading Profile
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Important Disclaimer
This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.