Morningstar Files Reg FD Disclosure; Publishes Investor Q&A

What Happened
Morningstar, Inc. (MORN) filed a Form 8-K on August 25, 2026 to furnish (not file) an Investor Q&A as Exhibit 99.1. The Investor Q&A contains investor questions received by the company through August 5, 2026 and Morningstar’s responses; information on the company’s website referenced in the Q&A is not incorporated by reference. The filing also includes a standard cautionary statement about forward-looking statements and identifies numerous risk factors.

Key Details

• Filing date: August 25, 2026; Investor Q&A covers questions through August 5, 2026 and is attached as Exhibit 99.1 (deemed furnished, not filed).
• The 8-K includes a forward-looking statements caution and lists material risks, including items tied to the CRSP acquisition, cybersecurity and data protection, impacts of AI, changing market conditions, and the company’s indebtedness.
• The report was signed by Chief Financial Officer Michael Holt. (Cover page in Inline XBRL included as Exhibit 104.)

Why It Matters
This Reg FD disclosure provides investors with the company’s current responses to investor queries and reiterates the company’s stated risks and forward-looking framework—useful context for assessing Morningstar’s outlook and risk profile. Because the Q&A is furnished (not filed), it is less likely to be incorporated into liability-bearing SEC filings, but it may contain information relevant to near-term expectations; investors should read the Q&A and monitor Morningstar’s upcoming 10-Q/10-K filings for formal financial updates.