Company / Capital Returned to Shareholders per Share
Morningstar, Inc. Capital Returned to Shareholders per Share History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Capital Returned to Shareholders per Share
$20.15
FY2025
5-year range
$1.23 / $20.15
FY2021-FY2025
Trend
+964.3%
vs FY2024
Sector context
#12 of 350
Financials
What the data says
Capital Returned to Shareholders per Share changed +964% YoY in FY2025, a notable deviation from the 9-year average annual change of +110%.
Based on SEC 10-K filings.
20.15 in FY2025 with a 5-year CAGR of +68.5%. Top quartile in the Financials sector.
Improved from $1.54 to $20.15 over the past 2 years.
Financials sector context is included.
Capital Returned to Shareholders per Share over time
Growth rates
- 3-Year CAGR
- +110.4%
- 5-Year CAGR
- +68.5%
- 10-Year CAGR
- -
Sector benchmark
Top 3% in FinancialsTop 3% of 350This company $20.15 Sector average $5.91
▼
+241.0% above sector average
Key checks
Key Insights
- In FY2025, capital returned to shareholders per share increased 964.3% year-over-year.
- Ranks #12 out of 350 companies in the Financials sector.
- Lowest capital returned to shareholders per share 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 Shareholders per ShareValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $20.15 | +964.3% |
| FY2024 | $1.89 | +23.2% |
| FY2023 | $1.54 | -28.9% |
| FY2022 | $2.16 | +76.1% |
| FY2021 | $1.23 | -17.1% |
| FY2020 | $1.48 | -15.3% |
| FY2019 | $1.75 | +17.3% |
| FY2018 | $1.49 | -51.0% |
| FY2017 | $3.04 | +23.3% |
| FY2016 | $2.47 | -35.9% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026