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 |
|---|---|---|
| 4 Insider stock transaction report | February 13, 2026 | View on SEC |
| 10-K Annual financial report | February 13, 2026 | View on SEC |
| SCHEDULE 13G/A Passive ownership amendment | February 12, 2026 | View on SEC |
| 8-K Current report of material events | February 12, 2026 | View on SEC |
| SCHEDULE 13G/A Passive ownership amendment | February 12, 2026 | View on SEC |
| 4 Insider stock transaction report | February 11, 2026 | View on SEC |
| 4 Insider stock transaction report | February 6, 2026 | View on SEC |
| 4 Insider stock transaction report | February 4, 2026 | View on SEC |
| 3 Initial insider ownership report | January 7, 2026 | View on SEC |
| 8-K Current report of material events | January 5, 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 2 insiders
50 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.