Morningstar, Inc. 8-K

What Happened On April 29, 2026 Morningstar, Inc. filed a Form 8-K to announce its financial results for the quarter ended March 31, 2026. The company furnished an Earnings Release, a Supplemental Presentation, and a Shareholder Letter to accompany the announcement; those documents are incorporated by reference in the 8-K.

Key Details

• Filing date: April 29, 2026; quarter reported: ended March 31, 2026.
• Exhibits furnished: Earnings Release (Ex. 99.1), Supplemental Presentation (Ex. 99.2), Shareholder Letter (Ex. 99.3).
• The materials were furnished (not filed) with the SEC under Item 2.02 (Results of Operations and Financial Condition).
• Form 8-K was signed by Michael Holt, Chief Financial Officer, on April 29, 2026.

Why It Matters This 8-K signals Morningstar’s public release of its latest quarterly earnings and accompanying investor materials—key sources for revenue, earnings, and any management commentary or guidance. Retail investors should review the furnished Earnings Release, Supplemental Presentation, and Shareholder Letter for the specific financial results and context (revenue, operating performance, and management outlook), since the 8-K text itself does not include the numeric results.