MORN Board Approves Cash Dividend for Shareholders of Record July 11

Rhea-AI Filing Summary

Morningstar, Inc. (MORN) filed a Form 8-K on June 20, 2025 announcing that its Board of Directors has approved a quarterly cash dividend of $0.455 per share. The dividend will be paid on July 31, 2025 to shareholders of record at the close of business on July 11, 2025. A press release detailing the dividend is included as Exhibit 99.1. No additional financial data, strategic initiatives, or other material events were disclosed in this filing.

Positive

• Board declares $0.455 quarterly cash dividend, providing direct shareholder return on July 31, 2025.
• Clear record and payment dates give investors certainty for cash-flow planning.

Negative

• None.

Insights

Financial Analyst

TL;DR: Routine quarterly dividend declaration; maintains payout level, minimal valuation impact.

The filing simply confirms Morningstar’s continuing quarterly dividend at $0.455 per share. Because no comparative payout history or earnings context is provided, investors cannot assess whether the dividend reflects an increase, decrease, or maintenance of prior levels. Nevertheless, consistency of a cash distribution supports the company’s shareholder-return policy, suggesting steady cash flow generation. Absent any accompanying guidance or operational updates, the event is unlikely to shift consensus estimates or materially influence the stock’s risk-reward profile.

Income Portfolio Manager

TL;DR: Cash dividend of $0.455 offers predictable yield; modestly positive for income-oriented holders.

For yield-focused investors, confirmation of a July 31 payout date solidifies near-term cash-flow planning. Although the filing does not specify annualized yield, a consistent quarterly dividend signals management’s commitment to returning capital. The narrow scope of the 8-K—dividend only, no adverse disclosures—removes immediate downside catalysts. The declaration therefore provides a small positive reassurance rather than a transformative catalyst.

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, and exhibit attachments filed with this report.

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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): June 20, 2025

MORNINGSTAR, INC.

(Exact name of registrant as specified in its charter)

Illinois (State or other jurisdiction of incorporation)

000-51280 (Commission File Number)

36-3297908 (I.R.S. Employer Identification No.)

22 West Washington Street Chicago, Illinois (Address of principal executive offices)

60602 (Zip Code)

(312) 696-6000 (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:

    o    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

    o    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

    o    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

    o    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

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
Common stock, no par value			MORN			The Nasdaq Stock Market LLC

Item 8.01    Other Events.

On June 20, 2025, Morningstar, Inc. issued a press release announcing that its Board of Directors has approved a quarterly cash dividend of 45.5 cents per share payable July 31, 2025 to shareholders of record as of July 11, 2025. 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 June 20, 2025.
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: June 20, 2025						By:/s/ Michael Holt
						Name: Michael Holt
						Title: Chief Financial Officer

FAQ

What dividend did Morningstar (MORN) announce in the June 20, 2025 8-K?

Morningstar announced a $0.455 per-share quarterly cash dividend.

When is the Morningstar dividend payable?

The dividend is payable July 31, 2025.

What is the record date for Morningstar’s July 2025 dividend?

Shareholders must be on record by July 11, 2025 to receive the dividend.

Did the 8-K report any other material events besides the dividend?

No. The filing only covers the dividend declaration and includes the related press release as Exhibit 99.1.

Which exhibit contains Morningstar’s dividend press release?

The press release is filed as Exhibit 99.1.