MORN · Nasdaq · CIK 0001289419

Morningstar, Inc.

Morningstar, Inc.’s most recent SEC filing in our snapshot is a Form SCHEDULE 13G/A filed on Oct 27, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $2.4B and net income of $374.2M, according to its XBRL data on EDGAR. Its EDGAR record lists 56 Form 4 insider filings from the 12 months before our last refresh.

SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.

Revenue, FY2025
$2.4B
Net income, FY2025
$374.2M
Form 4 filings on record, past 12 months
56

Company overview

Legal name (as filed)
Morningstar, Inc.
Ticker
MORN
SEC Central Index Key (CIK)
0001289419
Industry (SIC)
Investment Advice (code 6282)
Business address
CHICAGO, IL
State or country of incorporation
IL
Fiscal year ends
December 31
SEC filer category
Large accelerated filer
Position in SEC ticker list
#1000 of the 3,000 companies we track

Five-year financial highlights

Full-year figures from Morningstar, Inc.’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.

Revenue
$1.7BFY2021$1.9BFY2022$2.0BFY2023$2.3BFY2024$2.4BFY2025
Net income
$193.3MFY2021$70.5MFY2022$141.1MFY2023$369.9MFY2024$374.2MFY2025
MORN annual results
ItemFY2021
ended Dec 31, 2021		FY2022
ended Dec 31, 2022		FY2023
ended Dec 31, 2023		FY2024
ended Dec 31, 2024		FY2025
ended Dec 31, 2025
Revenue$1.7B$1.9B$2.0B$2.3B$2.4B
Net income$193.3M$70.5M$141.1M$369.9M$374.2M
Diluted EPS$4.45$1.64$3.29$8.58$8.87
Total assets$2.9B$3.5B$3.4B$3.5B$3.6B
Cash and equivalents$483.8M$376.6M$337.9M$502.7M$474.5M

XBRL tags used: revenue = Revenues; netIncome = ProfitLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.

How to read these numbers

Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.

Latest key reports

The most recent filing of each major report type, even if it falls outside the 40 newest filings below.

MORN latest annual, quarterly, current and proxy reports
FiledFormWhat it isOriginal
Feb 13, 202610-KAnnual report· period Dec 31, 2025Document · Index
Jul 29, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Sep 25, 20268-KRegulation FD disclosure· period Sep 25, 2026Document · Index
Mar 27, 2026DEF 14ADefinitive proxy statement· period May 7, 2026Document · Index

Recent SEC filings

The 40 newest documents filed by or about Morningstar, Inc., by form type:

4 ×238-K ×7144 ×3SCHEDULE 13G/A ×33 ×2SCHEDULE 13G ×110-Q ×1
MORN recent filings
FiledFormWhat it isOriginal
Oct 27, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Oct 2, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 30, 2026Document · Index
Oct 2, 20263Initial statement of beneficial ownership· period Sep 22, 2026Document · Index
Sep 25, 20268-KRegulation FD disclosure· period Sep 25, 2026Document · Index
Sep 18, 20268-KOther events· period Sep 18, 2026Document · Index
Sep 2, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 1, 2026Document · Index
Sep 2, 20264Statement of changes in beneficial ownership (insider trade)· period Sep 1, 2026Document · Index
Aug 26, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 24, 2026Document · Index
Aug 25, 20268-KRegulation FD disclosure· period Aug 25, 2026Document · Index
Aug 24, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 24, 2026Document · Index
Aug 21, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 20, 2026Document · Index
Aug 19, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 17, 2026Document · Index
Aug 14, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 13, 2026Document · Index
Aug 14, 2026SCHEDULE 13GPassive beneficial ownership report (over 5%)Document · Index
Aug 12, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 10, 2026Document · Index
Aug 7, 20263Initial statement of beneficial ownership· period Jul 29, 2026Document · Index
Aug 7, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 6, 2026Document · Index
Aug 5, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 3, 2026Document · Index
Aug 5, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Aug 3, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 3, 2026144Notice of proposed sale of securitiesDocument · Index
Aug 3, 20264Statement of changes in beneficial ownership (insider trade)· period Aug 3, 2026Document · Index
Aug 3, 2026SCHEDULE 13G/APassive beneficial ownership report (over 5%)Document · Index
Jul 29, 20268-KResults of operations; Regulation FD disclosure· period Jul 29, 2026Document · Index
Jul 29, 202610-QQuarterly report· period Jun 30, 2026Document · Index
Jun 25, 20268-KRegulation FD disclosure· period Jun 25, 2026Document · Index
Jun 18, 20268-KOther events· period Jun 18, 2026Document · Index
May 27, 2026144Notice of proposed sale of securitiesDocument · Index
May 27, 20264Statement of changes in beneficial ownership (insider trade)· period May 27, 2026Document · Index
May 22, 20264Statement of changes in beneficial ownership (insider trade)· period May 21, 2026Document · Index
May 22, 20268-KRegulation FD disclosure· period May 22, 2026Document · Index
May 20, 20264Statement of changes in beneficial ownership (insider trade)· period May 18, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index
May 19, 20264Statement of changes in beneficial ownership (insider trade)· period May 15, 2026Document · Index

Insider filing activity

56 Form 4 filings appear in Morningstar, Inc.’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.

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Source

  • U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001289419 and XBRL company facts. Morningstar, Inc. on EDGAR.
  • Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.

Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.