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Morningstar (MORN) investor relations material
Morningstar AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with a welcome, safe harbor statement, and overview of the agenda, including formal business, management presentations, and a thematic focus on AI's impact across business units.
Formal business included director elections, auditor appointment, and executive compensation vote.
Attendees introduced, including board members, executive officers, and auditors.
Board and executive committee updates
Gail Landis recognized for 13 years of board service as she steps down; Anne Bramman welcomed as new director.
Board and executive team introduced, with emphasis on independence and expertise.
Overview of voting outcomes
All director nominees, executive compensation, and auditor appointment proposals passed with majority support.
Detailed voting results to be filed in an 8-K by May 13th.
- Revenue up 10.8%, margin 27.7%, net income $107.1M, led by Credit and Retirement.MORN
Q1 202629 Apr 2026 - Key votes include director elections, executive pay, and auditor ratification for 2026.MORN
Proxy filing27 Mar 2026 - Proxy covers director elections, executive pay, auditor ratification, and major 2025 strategic actions.MORN
Proxy filing27 Mar 2026 - Risks from AI and market shifts are addressed as leadership aligns with shareholders for 2026.MORN
Proxy filing25 Mar 2026 - Strong 2025 revenue and profit growth, led by credit, Direct Platform, and PitchBook.MORN
Q4 202512 Feb 2026 - Strong growth, AI innovation, and all board proposals approved.MORN
ASM 20253 Feb 2026 - Q3 2024 revenue up 10.5% and profit surged, led by Credit and PitchBook growth.MORN
Q3 202419 Dec 2025 - Strong financial results, robust governance, and performance-based executive pay headline the 2025 proxy.MORN
Proxy Filing1 Dec 2025 - Direct Advisory Suite launch, compensation changes, and stable ESG outlook shape 2025 strategy.MORN
Proxy Filing1 Dec 2025
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