Morningstar, Inc. 8-K

What Happened

• Morningstar, Inc. (MORN) filed a Current Report on Form 8-K on June 25, 2026 (Item 7.01) to furnish an Investor Q&A (Exhibit 99.1). The Q&A sets out the Company’s policy on public disclosure of corporate information and contains investor questions received through June 5, 2026, along with Morningstar’s responses. The Investor Q&A is furnished (not filed) and the filing states that any website materials referred to in the Q&A are not incorporated by reference.

Key Details

• Filing date: June 25, 2026; investor questions covered through June 5, 2026.
• Exhibit included: 99.1 — Investor Q&A (deemed furnished, not filed).
• The filing includes a forward-looking statements caution and references the Company’s Form 10-K for year ended December 31, 2025 for a fuller list of risks.
• Examples of risks noted in the filing include potential failure to realize benefits of the CRSP acquisition, cybersecurity and data protection risks, effects of market conditions, impacts of artificial intelligence, and indebtedness/interest-rate exposure.

Why It Matters

• This 8-K is a Regulation FD compliance disclosure that provides investors with the Company’s public responses to recent investor questions and clarifies Morningstar’s disclosure practices. It does not announce financial results, management changes, or a material transaction. Investors should review the furnished Investor Q&A and Morningstar’s referenced SEC filings (including the 2025 Form 10-K) for any updates to risks or forward-looking statements that could affect the company’s outlook.