Morningstar, Inc. Files 8-K Report
Ticker: MORN · Form: 8-K · Filed: Nov 25, 2025 · CIK: 1289419
| Field | Detail |
|---|---|
| Company | Morningstar, Inc. (MORN) |
| Form Type | 8-K |
| Filed Date | Nov 25, 2025 |
| Risk Level | low |
| Pages | 4 |
| Reading Time | 5 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: sec-filing, 8-k, disclosure
TL;DR
Morningstar filed an 8-K, likely containing important updates for investors.
AI Summary
On November 25, 2025, Morningstar, Inc. filed an 8-K report. The filing primarily concerns Regulation FD Disclosure and Financial Statements and Exhibits, with no specific material events or financial figures detailed in the provided text.
Why It Matters
This 8-K filing indicates Morningstar, Inc. is providing updates or disclosures to the SEC, which could contain material information for investors.
Risk Assessment
Risk Level: low — The filing is a standard procedural disclosure (8-K) without immediate negative or positive financial news, making the immediate risk low.
Key Players & Entities
- Morningstar, Inc. (company) — Registrant
- November 25, 2025 (date) — Date of earliest event reported
- Illinois (location) — State of incorporation
- Chicago (location) — City of principal executive offices
- 60602 (location) — Zip code of principal executive offices
FAQ
What is the primary purpose of this 8-K filing for Morningstar, Inc.?
The filing is primarily for Regulation FD Disclosure and to report Financial Statements and Exhibits.
On what date was this 8-K report filed or effective?
The report was filed as of November 25, 2025.
What is Morningstar, Inc.'s state of incorporation?
Morningstar, Inc. is incorporated in Illinois.
Where are Morningstar, Inc.'s principal executive offices located?
The principal executive offices are located at 22 West Washington Street, Chicago, Illinois, 60602.
Does this filing indicate any specific material event or financial update?
The provided text of the filing does not detail any specific material events or financial updates beyond its classification as a Regulation FD Disclosure and Financial Statements/Exhibits report.
Filing Stats: 1,207 words · 5 min read · ~4 pages · Grade level 17.6 · Accepted 2025-11-25 16:53:23
Filing Documents
- morn-20251125.htm (8-K) — 36KB
- a112525investorquestions.htm (EX-99.1) — 30KB
- a112525investorquestions001.jpg (GRAPHIC) — 201KB
- a112525investorquestions002.jpg (GRAPHIC) — 236KB
- a112525investorquestions003.jpg (GRAPHIC) — 189KB
- a112525investorquestions004.jpg (GRAPHIC) — 253KB
- a112525investorquestions005.jpg (GRAPHIC) — 298KB
- a112525investorquestions006.jpg (GRAPHIC) — 275KB
- a112525investorquestions007.jpg (GRAPHIC) — 216KB
- a112525investorquestions008.jpg (GRAPHIC) — 214KB
- 0001289419-25-000174.txt ( ) — 2815KB
- morn-20251125.xsd (EX-101.SCH) — 2KB
- morn-20251125_def.xml (EX-101.DEF) — 14KB
- morn-20251125_lab.xml (EX-101.LAB) — 24KB
- morn-20251125_pre.xml (EX-101.PRE) — 15KB
- morn-20251125_htm.xml (XML) — 3KB
01. Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure In accordance with Morningstar, Inc.'s (the "Company") policy regarding public disclosure of corporate information, investor questions received by the Company through November 5, 2025, and Company responses (the "Investor Q&A") are attached to this Current Report on Form 8-K (this "Report") as Exhibit 99.1 and incorporated herein by reference. The Investor Q&A shall be deemed furnished, not filed, for purposes of this Report. Information or documents on the Company's website referred to in the Investor Q&A are not incorporated by reference into this Report. Caution Concerning Forward-Looking Statements This Report, including the document incorporated by reference herein, contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. These statements are based on our current expectations about future events or future financial performance. Forward-looking statements by their nature address matters that are, to different degrees, uncertain, and often contain words such as "aim," "committed," "consider," "estimate," "future," "goal," " is designed to," "maintain," "may," "might," "objective," "ongoing," "could," "expect," "intend," "plan," "possible," "potential," "seek," "anticipate," "believe," "predict," "prospects," "continue," "strategy," "strive," "will," "would," "determine," "evaluate," or the negative thereof, and similar expressions. These statements involve known and unknown risks and uncertainties that may cause the events we discuss not to occur or to differ significantly from what we expect. For us, these risks and uncertainties include, among others: failing to consummate the Center for Research in Security Prices, LLC (CRSP) acquisition on a timely basis or at all, or failing to achieve the anticipated benefits of the CRSP acquisition; failing to maintain and protect our brand, independence, and reputation; failure to prevent and/or mitigate cybersecurity
01. Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits. (d) Exhibits: Exhibit No. Description 99.1 Investor Q&A. 104 The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101). _____________________________________________________________________________________ 3
SIGNATURES
SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. MORNINGSTAR, INC. Date: November 25, 2025 By:/s/ Michael Holt Name: Michael Holt Title: Chief Financial Officer 4