Oct 28, 4:37 PM ET
Morningstar reported third-quarter 2026 results on October 28, 2026. Revenue rose 8.9% to $672.1 million and GAAP diluted earnings per share rose 41.0% to $3.06, while free cash flow fell 2.9% to $155.4 million. The company repurchased $100.0 million of its shares in the quarter, and its debt was $1.7 billion as of September 30, 2026, up from $1.1 billion at December 31, 2025.
- Revenue of $672.1 million, up 8.9% reported and 6.8% organic, versus the prior-year quarter
- Diluted EPS of $3.06 versus $2.17 a year earlier; adjusted diluted EPS of $3.48 versus $2.55
- Free cash flow decreased 2.9% to $155.4 million, as working capital movements offset higher cash earnings
- Share repurchases of 486,573 shares for $100.0 million; debt rose to $1.7 billion from $1.1 billion at year-end 2025
Read the filing on SEC.gov ↗
Jul 29, 4:28 PM ET
Morningstar reported second-quarter 2026 revenue of $663.2 million, up 9.6% from the prior-year period, and diluted net income per share of $2.83, up 35.4%. Reported operating income rose 28.4% to $160.6 million, and the filing shows total debt rose to $1.7 billion as of June 30, 2026, from $1.1 billion at December 31, 2025, following the February 2026 acquisition of CRSP.
- Revenue rose 9.6% to $663.2 million; organic revenue rose 6.8%.
- Diluted EPS was $2.83 versus $2.09; adjusted diluted EPS rose 29.2% to $3.10.
- Free cash flow rose 96.3% to $122.5 million; the company repurchased $100.0 million of shares in the quarter.
- Long-term debt was $1,695.1 million at June 30, 2026, versus $1,072.6 million at December 31, 2025.
Read the filing on SEC.gov ↗
May 8, 4:23 PM ET
At its May 7, 2026 annual meeting, Morningstar shareholders elected all 10 director nominees, approved executive compensation on an advisory basis, and ratified KPMG LLP as the independent auditor for 2026. Director Gail Landis did not stand for re-election because she reached the company's mandatory retirement age, and the board size was set at 10 directors effective at the meeting's conclusion. The filing describes routine governance matters and reports no financial results.
- Gail Landis did not stand for re-election under the director retirement policy; board size set at 10 directors
- Bill Lyons received the lowest support among nominees: 31,265,595 votes for and 2,434,521 against
- Executive compensation advisory vote: 32,474,755 for and 1,206,815 against
- KPMG LLP ratified as 2026 auditor: 34,861,651 for and 89,355 against
Read the filing on SEC.gov ↗
Apr 29, 4:39 PM ET
Morningstar reported first-quarter 2026 results on April 29, 2026, with revenue up 10.8% to $644.8 million and diluted net income per share up 50.0% to $2.73. Organic revenue grew 7.6%, and the CRSP acquisition closed in the quarter, which added $359.6 million in acquisition spending and raised debt to $1,712.8 million.
- Reported revenue rose 10.8% to $644.8 million; organic revenue rose 7.6% to $617.8 million.
- Adjusted operating income rose 31.9% to $178.6 million; adjusted diluted EPS rose 42.6% to $3.18.
- Free cash flow fell 8.8% to $53.6 million, and the company repurchased $300.0 million of its shares.
Read the filing on SEC.gov ↗
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