Publicly-traded companies must file financial statements with the Securities and Exchange Commission (SEC), the body that oversees all U.S. stock exchanges. The most useful is the 10-K, an official audited document that includes similar information from a prospectus or annual report, but provides additional updated financial information on corporate activities. Filings can be found at the SEC's Edgar Database.
Other commonly-sought filings include:
These filings collectively are the source material for available financial statements and other factual data in our various subscription databases and many other free web company information sources.
EDGAR is the Securities & Exchange Commission's (SEC) public website for finding and retrieving required periodic company information filings.
In addition to checking the company's website, here are other sources to check for analysis of a company's operational and financial prospects.
Public company financial data, SEC filings, and industry information. Investment analyst reports available via the Investext module.
Note: Mergent will be discontinuing the Mergent Online platform in mid-2025. Its replacement, Mergent Market Atlas, is available now.
Contains comprehensive company information from international public companies, detailed industry reports, analyst reports, SEC filings, and market research.
Subscription does not include access to Business Contact credits (direct dial and email addresses).
Contains current information on companies, industries, and financial markets. It also contains up-to-the-minute news articles from publications around the world and many smaller market news sources, trade magazines, and journals. Limited to 6 simultaneous users.
Information on stocks, mutual funds, and ETFs, plus economic and market news and analysis.
Public company, mutual fund, and ETF data plus SEC filings, analyst research reports, industry reports, and stock screening & charting tools.
Data, reports, and analysis on stocks, industries, mutual funds, options, special situations, and exchange-traded funds.
Another option for retrieving financial data and investment analyst reports is to use the Bloomberg Terminal. The Opus College of Business pays for a single terminal for student and faculty use. It is located on the Minneapolis campus in Schulze Hall 325. The room is locked; if you don't have keycard access via membership in the Aristotle Fund or another course, contact a business librarian at the Keffer Library on the Minneapolis campus to arrange a time to access the room.