AI brief of an SEC Form 8-K · Morningstar (MORN)

Morningstar Q1 revenue rises 10.8% to $644.8 million; diluted EPS up 50% to $2.73

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyMorningstar (MORN)
Form8-K, current report
Filed with the SECApr 29, 2026, 4:39 PM ET
Accession number0001289419-26-000026

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.