Morningstar, Inc. has filed a Form 8-K with the Securities and Exchange Commission (SEC) on March 25, 2026, detailing corporate disclosures and investor communications. The filing includes an Investor Q&A section that addresses questions received from shareholders up to March 5, 2026. This report is part of the company's ongoing commitment to transparency and shareholder engagement. The Q&A covers various topics, including the company's strategic outlook and responses to recent market conditions, particularly concerning the impact of artificial intelligence on its business model. Morningstar emphasizes its strong market position and the proprietary nature of its data, which it believes provides a competitive advantage in the evolving financial landscape. The report also includes cautionary statements regarding forward-looking information, highlighting potential risks and uncertainties that could affect the company's future performance. These disclosures are intended to keep investors informed and engaged as the company navigates a complex market environment.

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