Morningstar, Inc.

MORN · Nasdaq · SIC 6282: Investment Advice
180
SEC Filings

Business Summary

PartI Our Mission Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions that can slow decisions, cloud markets, and drive up costs. Our Business Morningstar, Inc. is a leading global provider of independent investment insights. Our core competencies are data, research, design, and technology, and we employ each of these to create products built on the depth and bread...

Next Earnings

Q2 FY2026 — expected 2026-09-21

Key Facts from Earnings Calls

TypeSubjectDetailQuarter
topic_mentionMORNdiscussed_in_filing Artificial Intelligence
topic_mentionMORNdiscussed_in_filing Cybersecurity
topic_mentionMORNdiscussed_in_filing Trusted Computing
topic_mentionMORNdiscussed_in_filing Blockchain & Crypto
topic_mentionMORNdiscussed_in_filing Semiconductor
topic_mentionMORNdiscussed_in_filing Regulation
topic_mentionMORNdiscussed_in_filing Enterprise
topic_mentionMORNdiscussed_in_filing Platform & Ecosystem
topic_mentionMORNdiscussed_in_filing Artificial Intelligence
topic_mentionMORNdiscussed_in_filing Cybersecurity
topic_mentionMORNdiscussed_in_filing Trusted Computing
topic_mentionMORNdiscussed_in_filing Blockchain & Crypto
topic_mentionMORNdiscussed_in_filing Semiconductor
topic_mentionMORNdiscussed_in_filing Regulation
topic_mentionMORNdiscussed_in_filing Enterprise
topic_mentionMORNdiscussed_in_filing Platform & Ecosystem
topic_mentionMORNdiscussed_in_filing Artificial Intelligence
topic_mentionMORNdiscussed_in_filing Cybersecurity
topic_mentionMORNdiscussed_in_filing Trusted Computing
topic_mentionMORNdiscussed_in_filing Blockchain & Crypto

Annual Reports (10-K)

FiledPeriodAccessionSourceFull Text
2026-02-132025-12-310001289419-26-000013EDGAR57K words
2025-02-282024-12-310001289419-25-000041EDGAR—
2024-02-292023-12-310001289419-24-000010EDGAR—
2023-02-242022-12-310001289419-23-000005EDGAR—
2022-02-252021-12-310001289419-22-000005EDGAR—
2021-02-262020-12-310001289419-21-000039EDGAR—
2020-03-022019-12-310001289419-20-000041EDGAR—

Quarterly Reports (10-Q)

FiledPeriodAccessionSourceFull Text
2025-10-302025-09-300001289419-25-000168EDGAR26K words
2025-07-312025-06-300001289419-25-000145EDGAR—
2025-05-012025-03-310001289419-25-000073EDGAR—
2024-10-252024-09-300001289419-24-000111EDGAR—
2024-07-262024-06-300001289419-24-000059EDGAR—
2024-04-262024-03-310001289419-24-000028EDGAR—
2023-11-092023-09-300001289419-23-000020EDGAR—
2023-07-282023-06-300001289419-23-000015EDGAR—
2023-04-282023-03-310001289419-23-000010EDGAR—
2022-10-282022-09-300001289419-22-000019EDGAR—
2022-07-292022-06-300001289419-22-000014EDGAR—
2022-04-292022-03-310001289419-22-000010EDGAR—

Recent Current Reports (8-K)

FiledAccessionSourceFull Text
2026-03-250001104659-26-034527EDGAR2K words
2026-03-130001289419-26-000015EDGAR—
2026-02-120001289419-26-000009EDGAR—
2026-01-050001289419-26-000005EDGAR—
2025-12-230001289419-25-000178EDGAR—
2025-12-050001289419-25-000176EDGAR—
2025-11-250001289419-25-000174EDGAR—
2025-11-050001289419-25-000171EDGAR—
2025-10-310001104659-25-104692EDGAR—
2025-10-290001289419-25-000166EDGAR—

180 total filings indexed. 151 additional filings (S-1, DEF 14A, etc.) View all (JSON) · SEC EDGAR

Sector Peers

AMG — AFFILIATED MANAGERS GROUP, INC. AB — ALLIANCEBERNSTEIN HOLDING L.P. AMP — AMERIPRISE FINANCIAL INC ABX — Abacus Global Management, Inc. AAMI — Acadian Asset Management Inc. ALTI — AlTi Global, Inc. APO — Apollo Global Management, Inc. ARES — Ares Management Corp

Company Identity

CIK0001289419
TickerMORN
ExchangeNasdaq
SIC6282: Investment Advice
IncorporatedIL

Get More Data

This is the free public profile. For structured JSON with full provenance chain, use the API:

JSON Profile Stock Quote AI Readiness Report
Origin Provenance
page leaf: dd2547838547f729da0a62b8610924852d52ed75b84094607cc4c3ce3f39f091
parent: b45d98d1c3ea5452a867476b134fad9f03f5dcafde22ca4aae1bbd2bf7cd3ac3
content hash: f766f8e086ebf916edd8fe726e45fdbd80a618f2341d71553ba6dfc0ff5b6e3c
signed: 2026-04-13T04:46:19.827Z
sources: 19 verified data leaves
chain: SEC.gov PEM → origin.rootz.global extraction → this page
verify: sha256(content_hash + parent + timestamp) = leaf