Investor Relations | Morningstar, Inc.

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Morningstar’s Annual Meeting of Shareholders was held Friday, May 18 in Chicago. Watch the replay of our management presentations here and Q&A here.

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Monthly Investor Q&A

November 9, 2018

In the Q3 2018 press release, management commented that higher compensation and higher D&A led to strong expense growth. If not for the margin benefit of the one-time upfront licensing revenue lift, margin results would've been down 200 bps versus

November 9, 2018

Can you provide any color on Morningstar's margin profile by segment, particularly with regard to some of your new initiatives, such as PitchBook, which are experiencing very strong growth?

November 9, 2018

I noticed that Managed Portfolios seem to generate more revenue per AUM than Workplace Solutions… why is this?

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