Company Dossier · Financials
Morningstar, Inc.
- Russell 1000
- MidCap 400
What Morningstar, Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $2.57 billion, up 9.4% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.50 billion, up 28% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.15 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.79 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Latest annual report (filed February 13, 2026): 1 risk factor added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $20.7 million on the open market.SEC Form 4
- 420 institutional managers reported a position at June 30, 2026 (−27 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 17 (34 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Morningstar, Inc. yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Morningstar, Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralMorningstar (MORN) Announces Move to Chicago's Thompson Center, Sharing Space with Google
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralMorningstar (MORN) Announces Move to Chicago's Thompson Center with $5M Local Investment
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 8, 2026Trademark
- May 8, 20268-KDirector or officer changeItem 5.02
- May 8, 20268-KShareholder vote resultsItem 5.07
- Feb 13, 202610-KAnnual report (10-K)1 risk factors added, 3 removed
- Feb 2, 2026Trademark
- Jan 5, 20268-KDirector or officer changeItem 5.02
- Oct 31, 20258-KMaterial agreement signedItem 1.01
- Oct 31, 20258-KMaterial agreement terminatedItem 1.02
- Oct 28, 2025Patent
- Oct 14, 20258-KDirector or officer changeItem 5.02
- May 14, 20258-KDirector or officer changeItem 5.02
- May 14, 20258-KShareholder vote resultsItem 5.07
- Feb 28, 202510-KAnnual report (10-K)1 risk factors added, 2 removed
- Feb 8, 2025Trademark
- Dec 10, 20248-KDirector or officer changeItem 5.02
- Dec 6, 20248-KDirector or officer changeItem 5.02
- Oct 23, 20248-KDirector or officer changeItem 5.02
- Feb 29, 202410-KAnnual report (10-K)7 risk factors added, 0 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Jack Henry & Associates JKHY | $2.5B | $0.7B | Jun 30, 2026 |
| Houlihan Lokey HLI | $2.5B | $0.5B | Jun 30, 2026 |
| TPG Inc. TPG | $2.6B | — | Jun 30, 2026 |
| FactSet FDS | $2.5B | $0.7B | Aug 31, 2026 |
| MetLife MET | $2.7B | — | Jun 30, 2026 |
| Chime Financial CHYM | $2.5B | — | Jun 30, 2026 |
| SEI Investments Company SEIC | $2.5B | $0.7B | Jun 30, 2026 |
| Interactive Brokers IBKR | $2.7B | — | Jun 30, 2026 |