Morningstar declares $0.50 quarterly dividend
Morningstar’s board declared a $0.50 per share quarterly cash dividend payable October 30, 2026 to shareholders of record on October 2, 2026.
Rhea-AI Filing Summary
Morningstar, Inc. (MORN) announced that its board of directors has declared a quarterly cash dividend of $0.50 per share, consistent with the prior dividend. The dividend will be payable on October 30, 2026 to shareholders of record as of October 2, 2026.
Morningstar describes itself as a leading provider of independent investment insights with approximately $375 billion in assets under management and advisement as of June 30, 2026, operating through wholly owned subsidiaries in 32 countries.
Positive
- $0.50 per share quarterly cash dividend declared, with payment scheduled for October 30, 2026 to shareholders of record on October 2, 2026, signaling an ongoing return of cash to shareholders.
- The dividend level is consistent with the July dividend, indicating stability in Morningstar’s capital return policy.
Negative
- None.
Insights
Analyzing...
8-K Event Classification
2 items: 8.01, 9.01
2 items
Item 8.01
Other Events
Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Quarterly dividend per share: $0.50 per share
Dividend payment date: October 30, 2026
Dividend record date: October 2, 2026
+2 more
5 metrics
Quarterly dividend per share
$0.50 per share
Cash dividend declared payable October 30, 2026
Dividend payment date
October 30, 2026
Payable date for the declared quarterly dividend
Dividend record date
October 2, 2026
Shareholders of record on this date will receive the dividend
Assets under management and advisement
$375 billion
Approximate AUM/AUA as of June 30, 2026
Number of countries of operation
32 countries
Wholly owned subsidiaries’ global footprint
Key Terms
quarterly dividend, shareholders of record, assets under management and advisement, forward-looking statements
4 terms
quarterly dividend financial
"today declared a quarterly dividend of 50 cents per share"
A quarterly dividend is a payment a company gives to its shareholders four times a year, usually as a share of its profits. It's like getting a small bonus every few months for owning the company's stock, which can provide a steady income. Investors watch these payments to see how well a company is doing and whether it’s a good investment.
assets under management and advisement financial
"with approximately $375 billion in assets under management and advisement"
Assets under management and advisement is the combined total value of client money a firm directly manages (it makes the investment decisions) and the assets it advises on (it provides recommendations but the client keeps final control). Investors watch this number because it signals the firm's size, fee-earning potential and market reach—similar to how the number of customers and sales show a retailer’s scale and income prospects.
forward-looking statements regulatory
"This press release contains forward-looking statements as that term is used"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What dividend did Morningstar, Inc. (MORN) declare in this 8-K?
Morningstar’s board declared a quarterly cash dividend of $0.50 per share, consistent with the dividend paid in July. The filing characterizes this as a regular quarterly dividend rather than a special one.
When will Morningstar (MORN) pay the newly declared dividend?
The $0.50 per share dividend will be payable on October 30, 2026. Shareholders who are on Morningstar’s records as of the October 2, 2026 record date will be eligible to receive this payment.
What is the record date for Morningstar’s October 2026 dividend?
The record date for Morningstar’s $0.50 per share quarterly dividend is October 2, 2026. Only shareholders of record as of that date will be entitled to receive the dividend payable on October 30, 2026.
Did Morningstar (MORN) change its dividend amount in this announcement?
No. The board declared a $0.50 per share quarterly dividend, which the company states is consistent with the dividend paid in July, indicating no change in the dividend rate this quarter.
How large is Morningstar’s asset base mentioned in this filing?
Morningstar reports approximately $375 billion in assets under management and advisement as of June 30, 2026. This reflects the scale of its investment management and advisory businesses across its global operations.
In how many countries does Morningstar (MORN) operate according to the filing?
Morningstar states that it operates through wholly owned subsidiaries in 32 countries, supporting its role as a global provider of independent investment insights and related services.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
______________________________
FORM 8-K
______________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of
the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): September 18, 2026
(Exact name of registrant as specified in its charter)
(State or other jurisdiction of incorporation) | (Commission File Number) | (I.R.S. Employer Identification No.) | ||||||||||||||||||
(Address of principal executive offices) | (Zip Code) | |||||||||||||||||||
( (Registrant’s telephone number, including area code) | ||||||||||||||||||||
N/A | ||||||||||||||||||||
(Former name or former address, if changed since last report) __________________________________ | ||||||||||||||||||||
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ¨
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
Securities registered pursuant to Section 12(b) of the Act:
Title of Each Class | Trading Symbol | Name of Each Exchange on Which Registered | ||||||
Item 8.01 Other Events.
On September 18, 2026, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 50 cents per share payable October 30, 2026 to shareholders of record as of October 2, 2026. A copy of the press release is filed as Exhibit 99.1 to this Form 8-K.
Item 9.01. Financial Statements and Exhibits.
Include the following information:
(d) Exhibits:
Exhibit No. | Description | |||||||
99.1 | Press Release dated September 18, 2026. | |||||||
| 104 | The cover page from this Current Report on Form 8-K formatted in Inline XBRL (included as Exhibit 101). | |||||||
_____________________________________________________________________________________
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| MORNINGSTAR, INC. | ||||||||
| Date: September 18, 2026 | By:/s/ Michael Holt | |||||||
| Name: Michael Holt | ||||||||
| Title: Chief Financial Officer | ||||||||
Contact: Stephanie Lerdall, +1 312 696-6037, newsroom@morningstar.com FOR IMMEDIATE RELEASE Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share CHICAGO, Sept. 18, 2026 – The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 30, 2026, to shareholders of record as of Oct. 2, 2026. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $375 billion in assets under management and advisement as of June 30, 2026. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on LinkedIn @Morningstar. Caution Concerning Forward-Looking Statements This press release contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. These statements are based on our current expectations about future events or future financial performance. Forward-looking statements by their nature address matters that are, to different degrees, uncertain, and often contain words such as "aim," "committed," "consider," "estimate," "focus," "future," "goal," "is designed to," "maintain," "may," "might," "objective," "ongoing," "could," "expect," "intend," "plan," "possible," "potential," "seek," "anticipate," "believe," "predict," "prospects," "continue," "strategy," "strive," "will," "would," "determine," "evaluate," or the negative thereof, and similar expressions. These statements involve known and unknown risks and uncertainties that may cause the events we discuss not to occur or to differ significantly from what we expect. For us, these risks and uncertainties include, among others, failing to maintain and protect our brand, independence, and reputation; failure to prevent and/or mitigate cybersecurity events and the failure to protect confidential information, including personal information about individuals; changing economic conditions, including prolonged volatility, recessions, or downturns affecting the financial, data, and software sectors and global financial markets, fluctuating interest rates, and the impact of global trade policies; compliance failures, regulatory action, or changes in or expansion of laws applicable to our regulated businesses; failing to innovate or streamline our product and service offerings or meet or anticipate our clients’ changing needs;
the impact of artificial intelligence technologies on our business and reputation, and the legal risks as they are incorporated into our products and tools; failing to detect errors in our products or the failure of our products to perform properly due to defects, malfunctions, or similar problems; failing to recruit, develop, and retain qualified employees; failing to scale our operations, increase productivity in order to implement our business plans and strategies, including failing to manage costs related thereto; liability for any losses that result from errors in our automated advisory tools or errors in the use of the information and data we collect; inadequacy of our operational risk management and business continuity programs to address materially disruptive events; failure of our strategic transactions, acquisitions, divestitures, and investments in companies or technologies to yield expected business or financial benefits, negatively impacting our operating results and our ability to deliver long-term value to shareholders; triggering events for impairment of goodwill or assets; failing to maintain growth across our businesses due to changes in geopolitics and the regulatory landscape; failing to recognize revenue related to remaining performance obligations; liability relating to the information and data we collect, store, use, create, and distribute or the reports that we publish or are produced by our software products; the potential adverse effect of our indebtedness (and rising interest rates) on our cash flow and financial and operational flexibility; liability, costs, and reputational risks relating to environmental, social and governance considerations; our dependence on third-party service providers in our operations; inadequacy of our insurance coverage; challenges in accounting for tax complexities in the global jurisdictions which we operate in and their effect on our tax obligations and tax rates; the potential and impact of vendor consolidation and clients' strategic decisions to replace our products and services with in-house products and services; our ability to build and maintain short-term and long-term shareholder value and pay dividends to our shareholders; our ability to repurchase shares of our common stock; our ability to maintain existing business and renewal rates and to gain new business; the impact of recently issued accounting pronouncements on our consolidated financial statements and related disclosure; impact on our stock price due to market conditions, future sales of our common stock and fluctuations in our operating results; and failing to protect our intellectual property rights or claims of intellectual property infringement against us. A more complete description of these risks and uncertainties, among others, can be found in our filings with the SEC, including our most recent Reports on Forms 10-K and 10- Q. If any of these risks and uncertainties materialize, our actual future results and other future events may vary significantly from what we expect. We do not undertake to update our forward-looking statements as a result of new information, future events or otherwise, except as may be required by law. You are, however, advised to review any further disclosures we make on related subjects, and about new or additional risks, uncertainties, and assumptions in our future filings with the SEC on Forms 10-K, 10-Q, and 8-K. ©2026 Morningstar, Inc. All rights reserved. MORN-C