8-K ·Filed May 22, 2026
8-K context-dependent: Items 7.01
Actionable Insight • Neutral
This filing is routine and contains no new information likely to move the stock. Monitor upcoming quarterly earnings for updates on PitchBook and CRSP growth.
Final — all horizons settled through T+60d ⚠ clustered
MORN ▲ +20.20% at T+60d
NEUTRAL call ✓ call won +20.20% · α vs SPY +17.48% · entry $177.74 → $213.65
T+1d
-0.60%
call -0.60% · α -0.62%
$176.67
settled 4mo ago
T+5d
+4.30%
call +4.30% · α +3.09%
$185.38
settled 4mo ago
T+20d
-12.48%
call -12.48% · α -10.53%
$155.56
settled 3mo ago
T+60d
+20.20%
call +20.20% · α +17.48%
$213.65
settled 6w ago
Price Chart
Loading chart...
Executive Summary
Morningstar filed an 8-K furnishing an Investor Q&A document covering topics like PitchBook integration, CRSP indexes, and data sourcing. The filing contains no material financial data, guidance, or preliminary results—it is a routine disclosure.
Key Facts
- Filing includes Investor Q&A for questions received through May 5, 2026.
- No financial results, guidance, or material events disclosed.
- Topics cover PitchBook, CRSP, Morningstar Direct, and compensation plans.
- RPO disclosed: ~$1.7B as of Q1 2026 vs $1.489B as of Q1 2025.
- 2025 revenue $2.4B (+7.5% YoY), AOI $582.9M.
Financial Impact
No material financial impact; RPO growth is a backward-looking disclosure.
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.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001289419-26-000031 |
| Document: investorquestionsthrough.htm | 0001289419-26-000031 |
| Document: 0001289419-26-000031-index-headers.html | 0001289419-26-000031 |
| Document: 0001289419-26-000031-index.html | 0001289419-26-000031 |
| Document: 0001289419-26-000031.txt | 0001289419-26-000031 |
12 reports for MORN
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | Insider Cluster | $206.89 $191.02 | ▼ −7.67% | ▼ −5.92% | $183.55 (−11.28%) |
Aug 7, 2026 7w ago | Insider Cluster | $201.03 $200.53 | ▼ −0.25% | ▲ +0.67% | $183.55 (−8.70%) |
Aug 5, 2026 8w ago | Insider Cluster | $199.33 $209.80 | ▲ +5.26% | ▲ +5.86% | $183.55 (−7.91%) |
Jun 25, 2026 14w ago | 8-K | $154.65 $167.57 | ▲ +8.35% | ▲ +7.09% | $183.55 (+18.69%) |
Jun 18, 2026 15w ago | 8-K | $153.41 $172.48 | ▲ +12.43% | ▲ +12.58% | $183.55 (+19.65%) |
May 27, 2026 18w ago | Insider Cluster | $180.11 $154.65 | ▼ −14.14% | ▼ −10.99% | $183.55 (+1.91%) |
May 22, 2026 19w ago | Insider Cluster | $177.74 $155.56 | ▼ −12.48% | ▼ −10.53% | $183.55 (+3.27%) |
May 22, 2026 19w ago | 8-K | $177.74 $155.56 | ▼ −12.48% | ▼ −10.53% | $183.55 (+3.27%) |
May 20, 2026 19w ago | Insider Cluster | $173.37 $153.55 | ▼ −11.44% | ▼ −11.77% | $183.55 (+5.87%) |
May 19, 2026 19w ago | Insider Cluster | $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)
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access