$MORN · Morningstar, Inc. SEC Filings
Position Tracker tracks 2 SEC EDGAR filings for Morningstar, Inc. ($MORN) from October 28, 2026 through October 28, 2026, including 0 Form 10-K annual reports, 1 Form 10-Q quarterly earnings reports, 1 Form 8-K current event disclosures, and 0 Form 4 insider equity transactions. Select any filing below to read the full AI summary, key financial takeaways, and original SEC.gov document.
$MORN 10-Q — Morningstar, Inc.
Morningstar delivered a rare combination of accelerating revenue growth, expanding margins, and aggressive capital return — but funded it with debt that doubled in nine months.
$MORN 8-K — Morningstar, Inc.
Morningstar's 420 bps margin expansion and $500M YTD buyback program signal strong capital discipline, but PitchBook slowdown and rising interest costs ($17.6M vs. $7.0M) warran…