Morningstar, Inc. (MORN)
Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
Address
22 WEST WASHINGTON STREET
CHICAGO, IL 60602
Founded
1984
Number of Employees
11,334
Website
http://www.morningstar.com
Buyback
| Buyback Data | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Average |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $ Amount Purchased ($ in 000s ) |
$1,602,809 | $1,781,362 | $1,362,807 | $695,171 | $20,936 | $4,619 | $41,918 | $1,274 | $226,024 | $1,449 | - | $573,837 |
| Average Price | $65.22 | $65.85 | $67.27 | $67.34 | $103.52 | $110.14 | $133.10 | $260.07 | $256.01 | $170.85 | - | $68.59 |
| # Shares Purchased | 24,573,559 | 27,050,851 | 20,259,619 | 10,323,385 | 202,245 | 41,935 | 314,925 | 4,900 | 882,874 | 8,484 | - | 8,366,278 |
| Buyback Performance | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | Average |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Return to Date | 375.3% | 370.8% | 360.8% | 360.4% | 199.5% | 181.5% | 132.9% | 19.2% | 21.1% | 81.4% | - | 352.0% |
| S&P 500 Return to Date | 181.9% | 173.0% | 168.6% | 129.7% | 104.9% | 93.1% | 74.8% | 31.7% | 37.3% | 31.3% | - | 102.6% |
| Excess Total Return | 193.4% | 197.8% | 192.3% | 230.6% | 94.6% | 88.4% | 58.1% | -12.5% | -16.2% | 50.1% | - | 249.3% |
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| Percentile Rank | 88% | 89% | 89% | 93% | 87% | 86% | 81% | 62% | 64% | 94% | - | 97% |
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.
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