US · Financial Services · Financial Data & Stock Exchanges
EPS came in at 3.48 against a street estimate of 3.04 — a beat of 14.5%.
Analysts rate Morningstar Inc a buy (2 buy, 1 hold, 0 sell out of 3) with an average price target of $246.00.
| Fund | Stake |
|---|---|
| BAMCO Inc | 9.33% |
| BlackRock Inc | 5.55% |
| Wellington Management Company LLP | 3.98% |
| Morgan Stanley - Brokerage Accounts | 3.96% |
| AQR Capital Management LLC | 3.48% |
| Vanguard Portfolio Management, LLC | 2.53% |
| Vanguard Capital Management, LLC | 2.38% |
| State Street Corp | 1.91% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $672.1 million, up from $617.4 million in third-quarter 2025, an increase of 8.9%. • Nine-month 20 | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter revenue rose 8.9% to $672.1 million; organic revenue increased 6.8%. Excluding sunsetting products, organic growth w | 2026-10-28 |
| Reg FD disclosure · Q3 2026 MORNINGSTAR, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • This is a Form 8-K filing dated September 25, 2026 - a current report disclosing material eve | 2026-09-25 |
| Company announcement · Q3 2026 MORNINGSTAR, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend approved: $0.50 per share • Payment date: October 30, 2026 • Record | 2026-09-18 |
| Reg FD disclosure · Q3 2026 MORNINGSTAR, INC. - FORM 8-K SUMMARY Filing Date: August 25, 2026 --- RISKS & NEGATIVES • CRSP Acquisition Integration: Risk of failing to achieve | 2026-08-25 |
| Quarterly report · Q2 2026 MORNINGSTAR, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $663.2 million (up 9.6% from $605.1 million in Q2 2025) • Six-month 202 | 2026-07-29 |
| Results announced · Q3 2026 MORNINGSTAR, INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $663.2 million, up 9.6% reported (6.8% organic) vs. Q2 2025 • Year- | 2026-07-29 |
| Reg FD disclosure · Q2 2026 MORNINGSTAR, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Document is a Current Report (Form 8-K) filed June 25, 2026 • Company: Morningstar, Inc., hea | 2026-06-25 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Oct 2, 2026 · pay Oct 30, 2026 | 2026-10-02 |
| Dividend | $0.50 / share ex-date Jul 10, 2026 · pay Jul 31, 2026 | 2026-07-10 |
| Dividend | $0.50 / share ex-date Apr 2, 2026 · pay Apr 30, 2026 | 2026-04-02 |
| Dividend | $0.50 / share ex-date Jan 2, 2026 · pay Jan 30, 2026 | 2026-01-02 |
| Dividend | $0.46 / share ex-date Oct 3, 2025 · pay Oct 31, 2025 | 2025-10-03 |
| Announcement | Date |
|---|---|
| Company pursuing acquisition of Center for Research in Security Prices Morningstar, Inc. filed an 8-K disclosing investor Q&A responses received through December 5, 2025. This is a routine regulatory filing containing standard forward-looking statements and ris | 2025-12-23 |
| Board approves quarterly cash dividend of 50 cents per share Morningstar, Inc. announced on December 5, 2025, that its Board of Directors approved a quarterly cash dividend of $0.50 per share. The dividend will be paid on January 30, 2026, to sharehol | 2025-12-05 |
| Investor Q&A disclosure regarding pending CRSP acquisition Morningstar, Inc. filed an 8-K disclosing investor Q&A responses through November 5, 2025, as part of its standard disclosure policy. This filing contains no material business updates, finan | 2025-11-25 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.