Company / Capital Returned to Shareholders
Morningstar, Inc. Capital Returned to Shareholders History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Capital Returned to Shareholders
$863.9M
FY2025
5-year range
$52.7M / $863.9M
FY2021-FY2025
Trend
+967.9%
vs FY2024
Sector context
#73 of 368
Financials
What the data says
Capital Returned to Shareholders changed +968% YoY in FY2025, a notable deviation from the 9-year average annual change of +111%.
Based on SEC 10-K filings.
$864M in FY2025 with a 5-year CAGR of +68.6%. Top quartile in the Financials sector.
Improved from $65M to $864M over the past 2 years.
Financials sector context is included.
Capital Returned to Shareholders over time
Growth rates
- 3-Year CAGR
- +110.0%
- 5-Year CAGR
- +68.6%
- 10-Year CAGR
- -
Sector benchmark
Top 20% in FinancialsTop 20% of 368This company $863.9M Sector average $1.1B
▼
-22.6% below sector average
Key checks
Key Insights
- 5-year CAGR of +68.6%, indicating consistent growth.
- In FY2025, capital returned to shareholders increased 967.9% year-over-year.
- Ranks #73 out of 368 companies in the Financials sector.
- Lowest capital returned to shareholders in the period was in FY2021.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
- Strong return on equity: 24.8%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Capital Returned to ShareholdersValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $863.9M | +967.9% |
| FY2024 | $80.9M | +23.9% |
| FY2023 | $65.3M | -30.0% |
| FY2022 | $93.3M | +77.0% |
| FY2021 | $52.7M | -17.0% |
| FY2020 | $63.5M | -22.2% |
| FY2019 | $81.6M | +28.5% |
| FY2018 | $63.5M | -51.4% |
| FY2017 | $130.7M | +21.9% |
| FY2016 | $107.2M | -37.3% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026