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Morningstar Inc. Common Stock
MORNUnited States
33 filed reports · 454 financial concepts · 0 earnings calls · 19 media appearances
Filed reports
33 reports · Jun 2019 to Jun 2026Each report counts once it has at least one extracted financial fact. Also extracted from these reports: 8 operating metrics.
| Report type | Reports | Facts | Periods |
|---|---|---|---|
| Quarterly · 10-QSEC EDGAR | 22 | 5,263 | Jun 2019 to Jun 2026 |
| Annual · 10-KSEC EDGAR | 7 | 4,743 | Dec 2019 to Dec 2025 |
| Current · 8-KSEC EDGAR | 4 | 10 | Dec 2019 to Mar 2021 |
Documents
| Period | Type | Period end | Published | Facts | Source |
|---|---|---|---|---|---|
| FY2026 Q2 | 10-Q | Jun 30, 2026 | Jul 29, 2026 | 533 | Open |
| FY2026 Q1 | 10-Q | Mar 31, 2026 | Apr 29, 2026 | 354 | Open |
| FY2025 | 10-K | Dec 31, 2025 | Feb 13, 2026 | 1,340 | Open |
| FY2025 Q3 | 10-Q | Sep 30, 2025 | Oct 30, 2025 | 424 | Open |
| FY2025 Q2 | 10-Q | Jun 30, 2025 | Jul 31, 2025 | 238 | Open |
| FY2025 Q1 | 10-Q | Mar 31, 2025 | May 1, 2025 | 235 | Open |
| FY2024 | 10-K | Dec 31, 2024 | Feb 28, 2025 | 682 | Open |
| FY2024 Q3 | 10-Q | Sep 30, 2024 | Oct 25, 2024 | 305 | Open |
| FY2024 Q2 | 10-Q | Jun 30, 2024 | Jul 26, 2024 | 240 | Open |
| FY2024 Q1 | 10-Q | Mar 31, 2024 | Apr 26, 2024 | 244 | Open |
| FY2023 | 10-K | Dec 31, 2023 | Feb 29, 2024 | 629 | Open |
| FY2023 Q3 | 10-Q | Sep 30, 2023 | Nov 9, 2023 | 276 | Open |
Financial data
454 concepts · 10,016 factsEach concept is one reported line item or metric. The count is how many values of it are held, across the periods shown.
Financial440 concepts · 8,100 facts · Dec 2017 to Jul 2026
- Stockholders equity including portion attributable to noncontrolling interest45 · Dec 2017 to Jun 2026
- Additional Paid-In Capital43 · Dec 2017 to Jun 2026
- Adjustments to additional paid in capital share based compensation restricted stock units requisite service period recognition43 · Dec 2017 to Jun 2026
- Costs and expenses43 · Dec 2017 to Jun 2026
- Income loss from equity method investments43 · Dec 2017 to Jun 2026
- Income tax expense benefit43 · Dec 2017 to Jun 2026
- Nonoperating income expense43 · Dec 2017 to Jun 2026
- Operating income loss43 · Dec 2017 to Jun 2026
- Other comprehensive income loss foreign currency transaction and translation adjustment net of tax43 · Dec 2017 to Jun 2026
- Other comprehensive income loss net of tax43 · Dec 2017 to Jun 2026
- Profit loss43 · Dec 2017 to Jun 2026
- Revenue43 · Dec 2017 to Jun 2026
- Allocated share based compensation expense42 · Dec 2017 to Jun 2026
- Amortization of intangible assets42 · Dec 2017 to Jun 2026
- Cash cash equivalents restricted cash and restricted cash equivalents42 · Dec 2017 to Jun 2026
- Comprehensive income net of tax including portion attributable to noncontrolling interest42 · Dec 2017 to Jun 2026
- Cost of goods and services sold (US GAAP)42 · Dec 2017 to Jun 2026
- Depreciation depletion and amortization42 · Dec 2017 to Jun 2026
- General and administrative expense (US GAAP)42 · Dec 2017 to Jun 2026
- Goodwill impairment loss42 · Dec 2017 to Jun 2026
- Incremental common shares attributable to share based payment arrangements42 · Dec 2017 to Jun 2026
- Interest income expense nonoperating net42 · Dec 2017 to Jun 2026
- Other nonoperating income expense42 · Dec 2017 to Jun 2026
- Selling and marketing expense (US GAAP)42 · Dec 2017 to Jun 2026
Segment9 concepts · 1,077 facts · Dec 2021 to Jun 2026
- Revenue509 · Dec 2021 to Jun 2026
- Operating Segments122 · Dec 2021 to Jun 2026
- Goodwill96 · Dec 2022 to Jun 2026
- Depreciation90 · Dec 2021 to Jun 2026
- Goodwill foreign currency translation gain loss84 · Dec 2022 to Jun 2026
- Compensation expense excluding cost of good and service sold70 · Dec 2022 to Jun 2026
- Segment reporting other item amount70 · Dec 2022 to Jun 2026
- Share based compensation24 · Dec 2021 to Dec 2024
- Goodwill written off related to sale of business unit12 · Dec 2024
Geography2 concepts · 610 facts · Dec 2017 to Jun 2026
- Revenue336 · Dec 2017 to Jun 2026
- Property, Plant & Equipment, Net274 · Dec 2018 to Jun 2026
Product1 concepts · 219 facts · Dec 2017 to Jun 2026
- Revenue219 · Dec 2017 to Jun 2026
KPI2 concepts · 10 facts · Dec 2019 to Mar 2021
- Assets Under Management6 · Dec 2019 to Mar 2021
- Assets Under Management YoY Change4 · Dec 2019 to Mar 2021
Segments
1,906 factsFigures broken down by business line, region, product or another axis the company reports on.
Statement business segments18 members · 1,077 facts
- Morningstar Data And Analytics168 · Dec 2021 to Jun 2026
- Morningstar Retirement168 · Dec 2021 to Jun 2026
- Pitch Book168 · Dec 2021 to Jun 2026
- Morningstar Credit166 · Dec 2021 to Jun 2026
- Morningstar Wealth166 · Dec 2021 to Jun 2026
- Corporate And Other115 · Dec 2021 to Jun 2026
- Morningstar credit segment15 · Dec 2022 to Jun 2026
- Morningstar data and analytics segment15 · Dec 2022 to Jun 2026
- Morningstar retirement segment15 · Dec 2022 to Jun 2026
- Morningstar wealth segment15 · Dec 2022 to Jun 2026
- Pitch book segment15 · Dec 2022 to Jun 2026
- Corporate and other15 · Dec 2022 to Jun 2026
- Asset And Index Solutions10 · Sep 2022 to Sep 2023
- Credit Ratings And Solutions10 · Sep 2022 to Sep 2023
- Data And Analytics10 · Sep 2022 to Sep 2023
- Asset and index solutions segment2 · Dec 2022 to Sep 2023
- Credit ratings and solutions segment2 · Dec 2022 to Sep 2023
- Data and analytics segment2 · Dec 2022 to Sep 2023
Statement geographical16 members · 610 facts
- Asia42 · Dec 2017 to Jun 2026
- AU42 · Dec 2017 to Jun 2026
- CA42 · Dec 2017 to Jun 2026
- Europe Excluding United Kingdom42 · Dec 2017 to Jun 2026
- GB42 · Dec 2017 to Jun 2026
- Non United States42 · Dec 2017 to Jun 2026
- Segment Geographical Group Of Other Countries42 · Dec 2017 to Jun 2026
- US42 · Dec 2017 to Jun 2026
- Us38 · Dec 2018 to Jun 2026
- Non united states37 · Dec 2018 to Jun 2026
- Gb36 · Dec 2018 to Jun 2026
- Asia36 · Dec 2018 to Jun 2026
- Europe excluding united kingdom35 · Dec 2018 to Jun 2026
- Au33 · Dec 2018 to Jun 2026
- Ca33 · Jun 2019 to Jun 2026
- Segment geographical group of other countries26 · Jun 2019 to Jun 2026
Product or service5 members · 219 facts
- Asset Based61 · Dec 2017 to Jun 2026
- Licensed Based61 · Dec 2017 to Jun 2026
- Transaction Based61 · Dec 2017 to Jun 2026
- Morningstar Indexes18 · Dec 2022 to Jun 2026
- Morningstar Sustainalytics18 · Dec 2022 to Jun 2026
Text from filings
Management commentary and risk factors, extracted from SEC filings only.
- Earnings-release commentary166 claims from 8 reports · Sep 2024 to Jun 2026
- Management discussion (MD&A) commentary238 claims from 8 reports · Sep 2024 to Jun 2026
- Risk-factor changes15 claims from 1 reports · Dec 2025
- Risk factors47 risks from 2 annual reports · 2024 to 2025
Earnings calls
Transcripts with management claims and analyst questions, one per fiscal period.
No earnings-call transcripts for this company.
Executive media
19 appearancesPodcasts, interviews and conference appearances by the company's executives, with their claims.
- Other appearances10 · Feb 2021 to Jun 2026
- Conference talks5 · Sep 2020 to Sep 2025
- Podcasts2 · Jul 2025
- TV interviews2 · Dec 2021 to May 2025
Reports are counted as filed reports with at least one served fact. Counts are read from the database (last read Oct 17, 2026) and refreshed every few hours.