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Morningstar (MORN) investor relations material
Morningstar Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for May 7, 2026, with both in-person and virtual attendance options.
Shareholders are invited to vote on key proposals, including director elections, executive compensation, and auditor ratification.
Voting matters and shareholder proposals
Election of ten directors to serve until the next annual meeting and until successors are elected.
Advisory vote on the compensation of named executive officers.
Ratification of KPMG LLP as the independent registered public accounting firm for 2026.
Other business may be addressed as appropriate during the meeting.
Board of directors and corporate governance
Ten nominees are recommended by the board for election, including Joe Mansueto, Kunal Kapoor, and others.
- 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 - Key votes include director elections, executive pay, and auditor ratification for 2025.MORN
Proxy Filing1 Dec 2025 - Revenue up 8.4%, adjusted EPS up 27.5%, and $1B buyback authorized.MORN
Q3 202530 Oct 2025
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