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Morningstar (MORN) Board approves $0.455 per share quarterly dividend

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Morningstar, Inc. announced that its Board of Directors has approved a regular quarterly cash dividend of 45.5 cents per share. The dividend will be paid on October 31, 2025 to shareholders who are on record as of October 3, 2025. This payment continues Morningstar’s practice of returning cash to shareholders through recurring dividends.

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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): September 19, 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 valueMORNThe Nasdaq Stock Market LLC







Item 8.01    Other Events.

On September 19, 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 October 31, 2025 to shareholders of record as of October 3, 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 September 19, 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: September 19, 2025By:/s/ Michael Holt
Name: Michael Holt
Title: Chief Financial Officer


FAQ

What dividend did Morningstar (MORN) declare in this 8-K?

Morningstar’s Board approved a quarterly cash dividend of 45.5 cents per share for its common stock.

What is the record date for Morningstar (MORN)'s latest dividend?

The dividend will be paid to shareholders of record as of October 3, 2025.

When will Morningstar (MORN) pay the newly declared dividend?

The approved quarterly cash dividend is scheduled to be paid on October 31, 2025.

Which Morningstar shares are covered by this dividend declaration?

The dividend of 45.5 cents per share applies to Morningstar common stock, no par value, traded under the symbol MORN on Nasdaq.

Where can investors find more details about Morningstar (MORN)'s dividend announcement?

Additional details are provided in the company’s press release dated September 19, 2025, which is filed as Exhibit 99.1.

Who signed the Morningstar (MORN) 8-K related to the dividend?

The report was signed on behalf of Morningstar by Michael Holt, the company’s Chief Financial Officer, on September 19, 2025.

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