March 17, 2023

Morningstar, Inc. Declares Quarterly Dividend of 37.5 Cents Per Share

CHICAGO, March 17, 2023 /PRNewswire/ -- The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 37.5 cents per share, consistent with the dividend paid in January. The dividend is payable April 28, 2023 to shareholders of record as of April 7, 2023. Please contact with any questions.

About Morningstar, Inc.
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, and institutional investors in the debt and private capital markets. 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 $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit Follow Morningstar on Twitter @MorningstarInc. 

Caution Concerning Forward-Looking Statements
This press release contains forward-looking statements as that term is used in the Private Securities  Litigation Reform Act of 1995. These statements are based on our current expectations about future  events or future financial performance. Forward-looking statements by their nature address matters  that are, to different degrees, uncertain, and often contain words such as "may," "could," "expect,"  "intend," "plan," "seek," "anticipate," "believe," "estimate," "predict," "potential," or "continue."  These statements involve known and unknown risks and uncertainties that may cause the events we  discuss not to occur or to differ significantly from what we expect. For us, these risks and  uncertainties include, among others, failing to maintain and protect our brand, independence, and  reputation; liability related to cybersecurity and the protection of confidential information, including  personal information about individuals; compliance failures, regulatory action, or changes in laws  applicable to our credit ratings operations, investment advisory, ESG and index businesses; failing to  innovate our product and service offerings, or anticipate our clients' changing needs; prolonged  volatility or downturns affecting the financial sector, global financial markets, and the global economy  and its effect on our revenue from asset-based fees and our credit ratings business; failing to recruit,  develop, and retain qualified employees; liability for any losses that result from errors in our automated  advisory tools; inadequacy of our operational risk management and business continuity programs in  the event of a material disruptive event; failing to realize the expected business or financial benefits of  our acquisitions and investments; failing to scale our operations and increase productivity and its  effect on our ability to implement our business plan; failing to maintain growth across our businesses  in today's fragmented geopolitical, regulatory and cultural world; liability relating to the information  and data we collect, store, use, create, and distribute or the reports that we publish or are produced  by our software products; the potential adverse effect of our indebtedness on our cash flows and  financial flexibility; challenges in accounting for complexities in taxes in the global jurisdictions in  which we operate and its effect on our tax obligations and tax rate; and failing to protect our  intellectual property rights or claims of intellectual property infringement against us. A more complete  description of these risks and uncertainties can be found in our filings with the Securities and  Exchange Commission, including our most recent Annual Report on Form 10-K. If any of these risks  and uncertainties materialize, our actual future results and other future events may vary significantly  from what we expect. We do not undertake to update our forward-looking statements as a result of  new information or future events.

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