NASDAQ: MORN

Morningstar, Inc.

Financial Services | Financial - Data & Stock Exchanges

No licensed closing price on file for MORN. This page shows the company’s SEC filings and filed figures, without a price or any ratio that depends on one.

EPS (FY2025)$8.87

Morningstar, Inc. (NASDAQ: MORN) is a financial data and exchange company. Figures from SEC EDGAR; updated 2026-10-20 06:00 UTC.

What Morningstar, Inc. does

Morningstar, Inc. is a global provider of independent investment insights that helps investors through data, research, design, and technology. The company operates five reportable segments—Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement—offering investment data, research, ratings, software tools, investment management services with assets under management and advisement, indexes, and credit analytics.

Summarized from Morningstar, Inc.’s SEC filings · AI-generated analysis. Not investment advice. May contain errors. · Read the filing ↗

Key facts

Valuation	8-K 2026-06-25
EPS (FY2025)	$8.87

Revenue Trend

Annual Revenue · Open in Platform →

SEC Filings

SEC EDGAR ↗

Recent Insider Activity (last 90 days)

Source: SEC EDGAR · Filed 2026-10-02

2026-10-0210% OwnerOther-657,779—
2026-09-02CAO & PAOTax withholding-29$6.3K
2026-09-02Chief Financial OfficerTax withholding-54$11.8K

Top Institutional Holders (latest 13F)

Source: SEC EDGAR · As of 2026-Q2

BAMCO INC /NY/3,499,146$545.94M+360.7%
BlackRock, Inc.2,081,736$324.79M+51.8%
WELLINGTON MANAGEMENT GROUP LLP1,493,037$232.94M-10.2%

View QoQ ownership changes →Full institutional ownership →

Recent 8-K Events (parsed from SEC filings)All events →

Source: SEC EDGAR 8-K filings · Interpretation: Oxford Ledge parser · Confidence-filtered ≥ 0.50

2025-05-14Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →
2024-12-10Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →
2024-12-06Exec ChangeDeparture of directors or certain officers; election of directors; appointment of certain officers; compensatory arrangements of certain officersEstimatedSEC 8-K →

Company news

View all →

Should Vanguard Morningstar Mid-Cap Value ETF (VOE) Be on Your Investing Radar?
zacks.com2026-10-16
Is Northern Trust Morningstar Emerging Markets Factor Tilt ETF (TLTE) a Strong ETF Right Now?
zacks.com2026-10-16POS
TSMC’s ‘Leave No Food On The Table’ Pledge Signals More AI Chip Investment, Morningstar Says
Yahoo2026-10-16
Morningstar’s Dividend ETF Is Kind of Perfect for Retirees Right Now
Yahoo2026-10-14POS
Robinhood Markets Reports Earnings on Oct. 27. Is It a Better Buy Than Morningstar?
Yahoo2026-10-14

Questions this page answers

What does Morningstar, Inc. do?

Morningstar, Inc. is a financial data and exchange company, listed on NASDAQ as MORN.

When did MORN last file with the SEC?

Morningstar, Inc.'s most recent SEC filing on record is a 8-K filed 2026-06-25. All filings link to their SEC EDGAR originals above.

Where does this data come from?

SEC EDGAR filings, with the company profile (sector, industry, exchange) from public data providers, fetched 2026-10-20 06:00 UTC. This page is also available as JSON at /api/data?ticker=MORN and is emitted with FAQPage structured data for machine reading.

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