8-K ·Filed Jun 18, 2026

MORN

Morningstar, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed3mo ago SEC0001289419-26-000033
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

No immediate trading signal from this routine dividend declaration. Monitor next earnings release or any change in dividend policy for potential shifts in capital allocation strategy.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
MORN ▲ +31.50% at T+60d
NEUTRAL call ✓ call won +31.50% · α vs SPY +29.75% · entry $153.41 → $201.73
Entry anchored
Jun 18, 03:59 PM ET
via exchange tick
T+1d
+1.83%
call +1.83% · α +3.28%
$156.21
settled 3mo ago
T+5d
+0.81%
call +0.81% · α +2.88%
$154.65
settled 3mo ago
T+20d
+12.43%
call +12.43% · α +12.58%
$172.48
settled 2mo ago
T+60d
+31.50%
call +31.50% · α +29.75%
$201.73
settled 17d ago

Price Chart

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Executive Summary

Morningstar declared a regular quarterly dividend of $0.50 per share, consistent with the prior quarter's payment. This is a routine capital allocation event with no change in dividend policy or any accompanying financial disclosures.

Key Facts

  • Quarterly dividend of $0.50 per share declared on June 18, 2026
  • Dividend payable July 31, 2026 to shareholders of record July 10, 2026
  • Dividend is consistent with the amount paid in April 2026

Financial Impact

Quarterly dividend of $0.50 per share; no change in dividend rate

dividend

Market Snapshot

Exchange
Nasdaq
Sector
Investment Advice
Analyst Consensus
78% bullish (9 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001289419-26-000033
Document: dividendpr_061826.htm0001289419-26-000033
Document: 0001289419-26-000033-index-headers.html0001289419-26-000033
Document: 0001289419-26-000033-index.html0001289419-26-000033
Document: 0001289419-26-000033.txt0001289419-26-000033
12 reports for MORN
Performance horizon
Filters
Rows
Reports for MORN — sortable, filterable
TypeNow
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$206.89 $191.02▼ −7.67%▼ −5.92%$183.55 (−11.28%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$201.03 $200.53▼ −0.25%▲ +0.67%$183.55 (−8.70%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$199.33 $209.80▲ +5.26%▲ +5.86%$183.55 (−7.91%)
Jun 25, 2026
14w ago
8-K
NEUTRAL ★ 2/10
$154.65 $167.57▲ +8.35%▲ +7.09%$183.55 (+18.69%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 2/10
$153.41 $172.48▲ +12.43%▲ +12.58%$183.55 (+19.65%)
May 27, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$180.11 $154.65▼ −14.14%▼ −10.99%$183.55 (+1.91%)
May 22, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$177.74 $155.56▼ −12.48%▼ −10.53%$183.55 (+3.27%)
May 22, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$177.74 $155.56▼ −12.48%▼ −10.53%$183.55 (+3.27%)
May 20, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$173.37 $153.55▼ −11.44%▼ −11.77%$183.55 (+5.87%)
May 19, 2026
19w ago
Insider Cluster
NEUTRAL ★ 2/10
$172.55 $153.68▼ −10.94%▼ −11.68%$183.55 (+6.37%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (64h 35m)

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