Morningstar, Inc. reported second-quarter 2026 financial results on July 29, 2026. Reported revenue increased 9.6% to $663.2 million, with organic growth of 6.8%. Diluted net income per share rose 35.4% to $2.83, and operating income grew 28.4% to $160.6 million. The company repurchased $100.0 million in shares during the quarter and paid $19.0 million in dividends. Morningstar operates as a leading provider of independent investment insights, data, and research for individual investors, financial advisors, and institutional clients.

Morningstar, Inc. filed an 8-K to provide investor Q&A responses to questions received through June 5, 2026, which are attached as Exhibit 99.1. Morningstar, Inc. is a provider of investment research and data services for the financial services industry.

Morningstar, Inc. announced a quarterly cash dividend of $0.50 per share, payable on July 31, 2026, to shareholders of record as of July 10, 2026. The company operates in the financial services industry, providing investment research and data analytics.