Library Guides: Annual Reports/SEC Documents: Annual Reports/SEC Documents

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Morningstar
Search for a company by name or ticker symbol in the upper-right corner search bar. Financial data can be found on the tabs for Financials (Income Statement, Balance Sheet, Cash Flow), Key Ratios, and Filings (SEC Filings).

United States Securities and Exchange Commission (SEC) Information

The SEC requires that public companies disclose meaningful financial information to the public in order to achieve the concept that all investors, rather they be large institutions or private individuals, have basic information about an investment before they buy it and so long as they hold it. The filings collected by the SEC are searchable through EDGAR.

Filings & Forms (SEC.gov)
"All companies, foreign and domestic, are required to file registration statements, periodic reports, and other forms electronically through EDGAR. Anyone can access and download this information for free. Here you'll find links to a complete list of filings available through EDGAR and instructions for searching the EDGAR database."
Next-Generation EDGAR System (SEC.gov)
Search EDGAR for information collected by the SEC. "Since 1934, the SEC has required disclosure in forms and documents. In 1984, EDGAR began collecting electronic documents to help investors get information..."
Important Information About EDGAR (SEC.gov)
"EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system, performs automated collection, validation, indexing, acceptance, and forwarding of submissions by companies and others who are required by law to file forms with the U.S. Securities and Exchange Commission (SEC)...Not all documents filed with the Commission by public companies will be available on EDGAR..."
Annual Report (SEC.gov)
The annual report to shareholders is the principal document used by most public companies to disclose corporate information to their shareholders. It is usually a state-of-the-company report, including an opening letter from the Chief Executive Officer, financial data, results of continuing operations, market segment information, new product plans, subsidiary activities, and research and development activities on future programs. The Form 10-K, which must be filed with the SEC, typically contains more detailed information about the company’s financial condition than the annual report....

+Search Google

Corporate webpages will often have their latest financial reports available through an Investor Relations page. Try typing "[company name] investor relations" and then look for tabs relating to financial reports."

Example: "coca cola investor relations"

Select Books

Keys to Reading an Annual Report by Ralph E. Welton; George Thomas Friedlob
Call Number: HF5681.B2 F773 2008 (Stacks)
ISBN: 9780764139154
Publication Date: 2008-05-16
Section I Understanding Annual Report Components
Section II Understanding Financial Statements
Section III Analyzing Financial Statements