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What is the Fiscal Year for Morningstar?

Date: November 13, 2026


Morningstar's current fiscal year starts on January 1, 2026, and ends on December 31, 2026. Their current quarter is Q4, which ends on December 31, 2026.

Current Fiscal Year Overview

Fiscal Year Start
January 1, 2026
Fiscal Year End
December 31, 2026
Current Quarter
Q4
Current Quarter End
December 31, 2026

Quarterly Breakdown

Q1

Jan 1, 2026 – Mar 31, 2026

Q2

Apr 1, 2026 – Jun 30, 2026

Q3

Jul 1, 2026 – Sep 30, 2026

Q4

Oct 1, 2026 – Dec 31, 2026

Company Information

Headquarters

Chicago, IL

Industry

Financial Services

Stock Symbol

MORN

Website
http://www.morningstar.com/company/
Description

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.


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