MORN Morningstar, Inc.
NEUTRAL
Impact: 2/10
8-K
8-K context-dependent: Items 7.01
Latest settled — T+5d ⚠ clustered
MORN ▲ +4.30% at T+5d
NEUTRAL call ✓ call won +4.30% · α vs SPY +3.09% · entry $177.74 → $185.38
Currently $175.22 · -1.42% from $177.74 entry
T+1d
-0.60%
call -0.60% · α -0.62%
$176.67
settled 18d ago
T+5d
+4.30%
call +4.30% · α +3.09%
$185.38
settled 12d ago
T+20d
—
call — · α —
—
in 10d
T+60d
—
call — · α —
—
in 2mo
Price Chart
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Executive Summary
Morningstar filed an 8-K furnishing an Investor Q&A document covering topics like PitchBook integration, CRSP indexes, and data sourcing. The filing contains no material financial data, guidance, or preliminary results—it is a routine disclosure.
Actionable Insight
This filing is routine and contains no new information likely to move the stock. Monitor upcoming quarterly earnings for updates on PitchBook and CRSP growth.
Key Facts
- Filing includes Investor Q&A for questions received through May 5, 2026.
- No financial results, guidance, or material events disclosed.
- Topics cover PitchBook, CRSP, Morningstar Direct, and compensation plans.
- RPO disclosed: ~$1.7B as of Q1 2026 vs $1.489B as of Q1 2025.
- 2025 revenue $2.4B (+7.5% YoY), AOI $582.9M.
Financial Impact
No material financial impact; RPO growth is a backward-looking disclosure.
Market Snapshot
Exchange
Nasdaq
Sector
Investment Advice
Analyst Consensus
78% bullish (9 analysts)
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001289419-26-000031 |
| Document: investorquestionsthrough.htm | 0001289419-26-000031 |
| Document: 0001289419-26-000031-index-headers.html | 0001289419-26-000031 |
| Document: 0001289419-26-000031-index.html | 0001289419-26-000031 |
| Document: 0001289419-26-000031.txt | 0001289419-26-000031 |
7 reports for MORN
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 27, 2026
16d ago
|
Insider Cluster
| $180.11 $183.91 | ▲ +2.11% | ▲ +1.79% | $175.22 (−2.72%) |
|
May 22, 2026
21d ago
|
Insider Cluster
| $177.74 $185.38 | ▲ +4.30% | ▲ +3.09% | $175.22 (−1.42%) |
|
May 22, 2026
21d ago
|
8-K
| $177.74 $185.38 | ▲ +4.30% | ▲ +3.09% | $175.22 (−1.42%) |
|
May 20, 2026
23d ago
|
Insider Cluster
| $173.37 $182.02 | ▲ +4.99% | ▲ +3.14% | $175.22 (+1.07%) |
|
May 19, 2026
24d ago
|
Insider Cluster
| $172.55 $180.11 | ▲ +4.38% | ▲ +2.58% | $175.22 (+1.55%) |
|
Mar 27, 2026
11w ago
|
DEFA14A
| $164.18 $176.63 | ▲ +7.58% | ▲ +3.28% | $175.22 (+6.72%) |
|
Mar 25, 2026
11w ago
|
DEFA14A
| $160.21 $172.91 | ▲ +7.93% | ▲ +6.30% | $175.22 (+9.37%) |
Showing 7 of 7
US Market Status
Market Closed — Opens Mon (45h 46m)
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