Morningstar, Inc. filed a Form 8-K with the SEC on October 28, 2026, announcing the release of its financial results for the quarter ended September 30, 2026, along with a Supplemental Presentation and a Shareholder Letter.

Key Highlights

  • Reporting period: Financial results cover the quarter ended September 30, 2026.
  • Documents released: An Earnings Release (Exhibit 99.1), a Supplemental Presentation (Exhibit 99.2), and a Shareholder Letter (Exhibit 99.3) were all published on October 28, 2026.
  • Furnished, not filed: According to the filing, the Earnings Release, Supplemental Presentation, and Shareholder Letter "shall each be deemed furnished, not filed" for purposes of this Current Report.
  • Regulation FD: The filing incorporates the results disclosure under Item 7.01, Regulation FD Disclosure.
  • Signatory: The report was signed by Michael Holt, Chief Financial Officer, on behalf of Morningstar, Inc.

Morningstar Releases Third-Quarter 2026 Financial Results and Shareholder Letter

Morningstar, Inc. (NASDAQ:MORN), headquartered at 22 West Washington Street, Chicago, Illinois, filed a Current Report on Form 8-K on October 28, 2026, under Item 2.02, Results of Operations and Financial Condition. The filing discloses that the company issued a press release announcing its financial results for the quarter ended September 30, 2026, and simultaneously published a Supplemental Presentation and a Shareholder Letter on the same date.

All three documents are attached as exhibits to the filing. The Earnings Release is Exhibit 99.1, the Supplemental Presentation is Exhibit 99.2, and the Shareholder Letter is Exhibit 99.3. The filing states that each of these documents "shall each be deemed furnished, not filed," a designation that carries specific implications under SEC rules regarding incorporation by reference and liability.

The filing also invokes Item 7.01, Regulation FD Disclosure, incorporating by reference the information set forth under Item 2.02. Morningstar noted that information or documents on its website referenced in the report or its exhibits are not incorporated by reference into the report. The filing contains forward-looking statements, which the company attributes to its own expectations about future events or financial performance and subjects to a range of described risks and uncertainties. Chief Financial Officer Michael Holt signed the report on October 28, 2026.

What Was Disclosed

Morningstar filed a Form 8-K on October 28, 2026, disclosing its third-quarter 2026 financial results via an Earnings Release, Supplemental Presentation, and Shareholder Letter, all of which are furnished as exhibits and deemed not filed for SEC purposes.