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Investor Q&As

3 of 93View all
06 February 2015
Our answers about our competitive advantage in advisor software and the retirement market, as well as deferred revenue and capital expenditures.
68K
02 January 2015
Our answers on capital spending and addressable market size.
48K
07 November 2014
Our answer on the effect of currency movements on our financial results.
40K

Investor Q&As

93 of 93View all
06 February 2015
Our answers about our competitive advantage in advisor software and the retirement market, as well as deferred revenue and capital expenditures.
68K
02 January 2015
Our answers on capital spending and addressable market size.
48K
07 November 2014
Our answer on the effect of currency movements on our financial results.
40K
03 October 2014
Our answers on plans for Latin America and South Africa, as well as our economic moat.
47K
05 August 2014
Our answers on expense growth, operating margin, revenue growth, the recent litigation settlement, and many other topics.
141K
07 July 2014
Our answers on Morningstar Data, Morningstar.com, Structured Credit Research, and Morningstar Direct.
48K
06 June 2014
Our answers on Retirement Solutions, operating margin, and our cloud and mobile initiatives.
K
02 May 2014
Our answers on capital expenditures, the ByAllAccounts acquisition, revenue composition, and more.
40K
03 January 2014
Our answers on third-quarter 2013 operating expense, capital allocation, and structured credit research and ratings.
34K
02 August 2013
Our answers about organic revenue growth, operating margin, capital allocation, and more.
108K
05 July 2013
Our answers on the Morningstar Investment Conference, joint ventures outside the United States, and more.
128K
07 June 2013
Our answers about clients in the variable annuity industry and operating margin.
112K
01 March 3013
Our answers on deferred revenue, operating margin, sales growth, clients in the variable annuity industry, and more.
131K
07 September 2012
Our answers about our share repurchases and bonus and equity compensation plans.
129K
01 February 2013
Our answer about recent news related to a competitor in corporate credit ratings and research.
101K
03 August 2012
Our answers about a recently announced Morningstar Advisor Workstation agreement and our former Chief Operating Officer's association with a new firm.
110K
01 June 2012
Our answers on revised revenue for our top five products and total shares outstanding.
117K
4 May 2012
Our answers about our first-quarter earnings release, employee compensation, headcount, structured credit ratings, and more.
144K
9 April 212
Our answers on client concentration and our business in India.
107K
3 February 2012
Our answer about the number of employees located at our Chicago headquarters.
84K
6 January 2012
Our answers on customer health, expense management, revenue growth, and credit ratings.
132K
4 November 2011
Our answers on sequential revenue growth, operating margin, the new Morningstar Analyst Rating for funds, and more.
126K
07 October 2011
Our answers about the Morningstar Rating for funds, revenue by segment, and more.
89K
02 September 2011
Our answers on our competitive position.
78K
05 August 2011
Our answer about participating in proxy votes for stock holdings that we own through our Select Stock Baskets or other stock portfolios.
67K
01 July 2011
Our answer about revenue from Japan.
53K
03 June 2011
Our answer on the potential impact of proposed regulatory changes on our structured credit ratings business.
84K
01 April 2011
Our answer about the operating margin for acquired operations.
453K
04 March 2011
Our answers on the most recent earnings release, Morningstar Direct, global organic revenue growth, and more.
106K
04 February 2011
Our answers on recent management changes, taxes, competition, historical revenue, and more.
103K
07 January 2011
Our answers on revenue composition, development expense, equity and credit research, and more.
136K
03 December 2010
Our answers on Morningstar's strategy and capital allocation philosophy, recent changes in our Investment Management division, managment ownership in MORN, and more.
199K
05 November 2010
Our answers on recent initiatives, our business model and key products, the new dividend and share repurchase programs, and more.
201K
03 September 2010
Our answers on operating leverage, acquisitions, legal matters, and more.
93K
06 August 2010
Our answers on the Morningstar Rating for mutual funds, the sales environment, operating costs, and more.
89K
02 July 2010
Our answers on Investment Consulting, managed retirement accounts, equity and credit research, Realpoint, and more.
52K
07 May 2010
Our answers on Morningstar Advisor Workstation, the Old Broad Street Research acquisition, revenue from acquisitions, and more.
32K
05 April 2010
Our answers on retirement advice, Realpoint, business trends, and more.
423K
05 March 2010
Our answers on the fourth-quarter earnings release, stock-option issues, acquisitions, international operations, and more.
98K
05 February 2010
Our answers on contracts up for renewal, the market size for financial advisors, analyst coverage on Morningstar, and more.
26K
04 December 2009
Our answers on credit ratings, the business environment, trends in key products, and more.
67K
06 November 2009
Our answers on our third-quarter financial results, capital allocation, Investment Consulting, credit ratings, and more.
33K
02 October 2009
Our answer about Morningstar's level of interest in entering the credit ratings business.
18K
04 September 2009
Our answers on historical quarterly results for our new operating segments, Morningstar Indexes, Morningstar Equity Research, and more.
44K
07 August 2009
Our answers on new product initiatives, marketing strategy, industry consolidation, Investment Consulting and other products, our approach to capital management, and more.
81K
06 July 2009
Our answers on Licensed Data, Investment Consulting, and the Intech acquisition.
32K
05 June 2009
Our answers on business and revenue growth trends, XBRL, Investment Consulting, Equity Research, and more.
38K
08 May 2009
Our answers on our first-quarter earnings release, Morningstar Equity Research, Investment Consulting, compensation and bonus expense, and more.
102K
03 April 2009
Our answers on quarterly financials under our new segments, capital spending, Morningstar Equity Research, and more.
33K
06 March 2009
Our answers on cost-savings measures for 2009, business trends in Investment Consulting, new product initiatives, and more.
79K
06 February 2009
Our answers on international strategy, management ownership, the NewRiver litigation, and more.
41K
02 January 2009
Our answers on recent acquisitions; acquisition strategy; proprietary content, data, tools, and functionality for major products; product pricing and fees; and more.
91K
05 December 2008
Our answers on Morningstar's market sensitivity, balance sheet details, retirement advice, trends in Premium Memberships and ad sales outside the U.S., and more.
50K
07 November 2008
Our answers on priorities for our cash balance, operating margin and cost structure, employee headcount, Investment Consulting, and more.
72K
3 October 2008
Our response on the impact of the financial crisis on our Institutional segment.
19K
5 September 2008
Our answers on the impact of the credit crisis, the Financial Computer Support acquisition, Investment Consulting, and more.
47K
8 August 2008
Our answers about our operating margin, effective tax rate, investment consulting business, Morningstar Equity Research, and more.
53K
7 July 2008
Our answers on mutual fund data outside the United States, Morningstar's dividend policy, and more.
30K
6 June 2008
Our answers on capital spending, product pricing, revenue from fund companies, Investment Consulting, and more.
101K
4 April 2008
Our answers on bonus expense, cash and investments, industry growth rates, and more.
K
7 March 2008
Our answers on market volatility, fourth-quarter product results, asset management and advisory businesses, Licensed Data, Morningstar Japan, and more.
116K
1 February 2008
Our answers on asset growth in asset management, changes to the Discuss area on Morningstar.com, and more.
30K
4 January 2008
Our answers on the Hemscott acquisition, market volatility, and credit ratings business.
51K
7 December 2007
Our answers about our third-quarter financial results, effective tax rate, market volatility, asset management and advisory business, and more.
71K
5 October 2007
Our answers on consulting and asset management, managed retirement accounts, cost flexibility, our joint venture in Japan, and more.
37K
7 September 2007
Our answers on technology investments, operating margin, capital spending, product trends in the second quarter, pricing for Advisor Workstation and Principia, and more.
118K
3 August 2007
Our answers on market structure and consolidation in financial information, capital spending, barriers to entry, equity research, and more.
60K
6 July 2007
Our answers about our new CFO, competition, accounts receivable, and more.
57K
1 June 2007
Our answers on management succession, acquisition strategy, Advisor segment revenue growth, revenue per user for Principia and Advisor Workstation, and more.
28K
4 May 2007
Our answers on short interest in Morningstar, sales and marketing, revenue from advertising sales, and more.
33K
6 April 2007
Our answers on fourth-quarter product results, Ibbotson Associates, hedge fund database plans, strategic partnerships, and more.
84K
2 March 2007
Our answers about low trading volume in Morningstar's stock and the Standard's & Poor's fund data acquisition.
31K
2 February 2007
Our answers on Morningstar's sensitivity to the market and why we have a combined chairman and CEO.
35K
5 January 2007
Our answers on market penetration and potential size, analyst coverage on Morningstar, acquisition criteria, and more.
108K
1 December 2006
Our answers on seasonality, operating margin, asset-based fees, Licensed Data, free cash flow, and more.
71K
3 November 2006
Our answers on Morningstar's growth strategies, new legislation in the retirement market, our third-quarter earnings release, and more.
77K
6 October 2006
Our answers on product growth rates, quarterly revenue for Ibbotson, our investment management business, and more.
64K
1 September 2006
Our answers about operating margins, incentive compensation, product pricing, and more.
93K
4 August 2006
Our response to a question about job moves for some former Ibbotson employees and other updates on our Ibbotson Associates subsidiary.
30K
7 July 2006
Our answers on operating margins, the Ibbotson acquisition, international operations, fee-based revenue, hedge fund data, analyst research, insider transactions, and the Aspect Huntley acquisition.
64K
2 June 2006
Our answers about the Ibbotson acquisition, operating margin expansion, market sizing in the institutional segment, and more.
76K
5 May 2006
Our answers on data acquisition costs, equity awards to board members, and more.
41K
7 April 2006
Our answers on Morningstar's change in auditors, institutional stock ownership, and first quarter earnings release date.
29K
3 March 2006
Our answers on the Ibbotson Associates acquisition, growth potential in the advisor market, our effective tax rate, and more.
48K
3 February 2006
Information on our sales and marketing strategy, Premium Membership pricing, and Sarbanes-Oxley costs.
39K
6 January 2006
An update on Morningstar's growth strategies, plus information on the Ibbotson acquisition, seasonality, and soft dollars.
53K
2 December 2005
Our answers on independent equity research, pricing for Principia and Advisor Workstation, our effective tax rate, and more.
67K
4 November 2005
Our answers clarifying the lock-up period for restricted shares, plus quarterly revenue, operating income, and operating margin by segment.
44K
7 October 2005
Our answers on Morningstar's mutual fund research, pending House and Senate pension reform bills, the lock-up period for restricted shares, and more.
210K
2 September 2005
Our answers on product development plans, Morningstar's hedge fund database, independent equity research, dividend policy, and more.
57K
5 August 2005
Our answers on the planned release date for our second quarter financial results, development plans for Mozilla's Firefox, and our policy on investor conference calls.
26K
1 July 2005
Our answers on Morningstar's strategy and evolution, asset management and advisory businesses, print publications, Advisor Workstation, Principia, corporate governance, management, and more.
82K
3 June 2005
Our answers on walk-in revenue, growth strategies for our three business segments, independent equity research, stock option expenses, taxes, Sarbanes-Oxley, and more.
123K

Earnings Releases

3 of 30View all
First-Quarter 2015
Morningstar Inc. Financial Results
205K
Fourth-Quarter 2014
Morningstar Inc. Financial Results
316K
Third-Quarter 2014
Morningstar Inc. Financial Results
317K

Earnings Releases

30 of 30View all
First-Quarter 2015
Morningstar Inc. Financial Results
205K
Fourth-Quarter 2014
Morningstar Inc. Financial Results
316K
Third-Quarter 2014
Morningstar Inc. Financial Results
317K
Second-Quarter 2014
Morningstar Inc. Financial Results
334K
First-Quarter 2014
Morningstar Inc. Financial Results
265K
Fourth-Quarter 2013
Morningstar Inc. Financial Results
265K
Third-Quarter 2013
Morningstar Inc. Financial Results
308K
Second-Quarter 2013
Morningstar Inc. Financial Results
295K
First-Quarter 2013
Morningstar Inc. Financial Results
284K
Fourth-Quarter 2012
Morningstar Inc. Financial Results
197K
Third-Quarter 2012
Morningstar Inc. Financial Results
182K
Second-Quarter 2012
Morningstar Inc. Financial Results
345K
First-Quarter 2012
Morningstar Inc. Financial Results
315K
Fourth-Quarter 2011
Morningstar Inc. Financial Results
355K
Third-Quarter 2011
Morningstar Inc. Financal Results
138K
Second-Quarter 2011
Morningstar Inc. Financial Results
128K
First-Quarter 2011
Morningstar Inc. Financial Results
123K
Fourth-Quarter, Full Year 2010
Morningstar Inc. Financial Results
418K
Third-Quarter 2010
Morningstar Inc. Financial Results
102K
Second-Quarter 2010
Morningstar Inc. Financial Results
130K
First-Quarter 2010
Morningstar Inc. Financial Results
144K
Fourth-Quarter, Full-Year 2009
Morningstar Inc. Financial Results
157K
Third-Quarter 2009
Morningstar Inc. Financial Results
156K
Second-Quarter 2009
Morningstar Inc. Financial Results
177K
First-Quarter 2009
Morningstar Inc. Financial Results
148K
Fourth-Quarter, Full-Year 2008
Morningstar Inc. Financial Results
148K
Third-Quarter 2008
Morningstar Inc. Financial Results
120K
Second-Quarter 2008
Morningstar Inc. Financial Results
162K
First-Quarter 2008
Morningstar Inc. Financial Results
157K
Fourth-Quarter, Full-Year 2007
Morningstar Inc. Financial Results
181K

Presentations

1 of 17View all

Annual Reports

1 of 10View all

Investor Q&As

Earnings Releases

Presentations

Annual Reports