Recent Updates — MORN

Morningstar reported third-quarter 2026 results with revenue increasing 8.9% to $672.1 million and operating income rising 31.0% to $167.4 million. Diluted net income per share grew 41.0% to $3.06, while adjusted diluted EPS increased 36.5% to $3.48. The company repurchased $100.0 million of shares during the quarter and paid $18.7 million in dividends. Morningstar operates in the financial data, analytics, and investment management industry.

Morningstar, Inc. announced that its Board of Directors approved a quarterly cash dividend of $0.50 per share. The payment is scheduled for October 30, 2026, to shareholders of record as of October 2, 2026. This declaration is consistent with the previous dividend paid in July. Morningstar operates in the financial services industry, providing independent investment insights, data, and research products to individual investors, financial advisors, asset managers, and institutional clients.

Morningstar, Inc. reported second-quarter 2026 financial results on July 29, 2026. Reported revenue increased 9.6% to $663.2 million, with organic growth of 6.8%. Diluted net income per share rose 35.4% to $2.83, and operating income grew 28.4% to $160.6 million. The company repurchased $100.0 million in shares during the quarter and paid $19.0 million in dividends. Morningstar operates as a leading provider of independent investment insights, data, and research for individual investors, financial advisors, and institutional clients.

Morningstar, Inc. filed an 8-K to provide investor Q&A responses to questions received through June 5, 2026, which are attached as Exhibit 99.1. Morningstar, Inc. is a provider of investment research and data services for the financial services industry.