MORN · Morningstar filed an 8-K furnishing its periodic Investor Q&A, which…

Morningstar filed an 8-K furnishing its periodic Investor Q&A, which addresses questions on M&A strategy and board refreshment. The company reiterated its unchanged capital allocation approach (organic investment, M&A when criteria are met, dividend growth, opportunistic buybacks) and noted five new directors added since 2017, including Anne Bramman in early 2026. No financial data, guidance, or material operational updates were disclosed.

• Investor Q&A filed as Exhibit 99.1, covering questions received through September 4, 2026
• Morningstar stated its capital allocation approach has not changed: strong balance sheet, organic investment, acquisitions, dividend growth, dividend growth, and opportunistic share repurchases
• Five new directors added to the Board since 2017; Anne Bramman joined in early 2026
• Gail Landis did not stand for re-election at the 2026 annual meeting after 13 years of Board service