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Morningstar, Inc. (MORN) is a investment advice company. Piotroski F-Score 5/8. 18 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-29 from MORN's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on MORN plus an auto-SWOT — built from MORN's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate MORN using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| April McClain DelaneyU.S. Representative · MD-06 | SELL | $1,001 - $15,000 | filed 2026-06-05 |
| April McClain DelaneyU.S. Representative · MD-06 | SELL | $1,001 - $15,000 | filed 2026-06-05 |
| Lyons William MDirector | SELL | $125K | view → |
| Mansueto Joseph DExecutive Chairman | SELL | $1.7M | view → |
| Mansueto Joseph DExecutive Chairman | SELL | $3.7M | view → |
| Holt MichaelChief Financial Officer | SELL | $45K | view → |
| Mansueto Joseph DExecutive Chairman | SELL | $2.4M | view → |
| Mansueto Joseph DExecutive Chairman | SELL | $3.3M | view → |
| Mansueto Joseph DExecutive Chairman | SELL | $3.7M | view → |
| Mansueto Joseph DExecutive Chairman | SELL | $2.5M | view → |
Projected from MORN's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment MORN files its announcement.
MORN has sold off after 5 of its last 8 earnings reports.
Earnings reactions have been moderate.
MORN has traded lower after most recent earnings releases.
The average is inflated by its most volatile prints (+7.0% and -8.2%).
A more typical earnings reaction has been approximately ±3.6%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-29 | -8.2% |
| 2026-02-12 | +3.0% |
| 2025-10-29 | -1.7% |
| 2025-07-30 | -3.6% |
| 2025-04-30 | +0.3% |
| 2025-02-26 | -3.7% |
| 2024-10-23 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -3.5% |
| 2024-07-25 | +7.0% |