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NASDAQ: MORN Morningstar, Inc. 10-Q

Morningstar doubles buyback authorization to $1B, repurchases surge 4.7x in Q1 2026

Filed April 29, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 1, 2025 · ~1 min read

Key Changes

  • high

    Board approved new $1 billion 3-year share repurchase program effective October 2025, replacing expiring $500 million authorization and doubling capital return capacity through 2028.

    Share Repurchase Program verify on EDGAR →
  • high

    Q1 2026 buyback activity jumped to 1.72 million shares from 368,000 shares in Q1 2025, a 4.7x increase in volume as company accelerated repurchases at lower average price of $174 vs $298 prior year.

    Quarterly Repurchase Volume view on EDGAR →
  • medium

    Company deployed $600 million of new authorization in first five months (November 2025-March 2026), leaving $400 million available, signaling aggressive pace of capital return at depressed share prices.

    Remaining Authorization view on EDGAR →

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Source-verified from EDGAR · Narrative written by AI · Jun 2, 2026 · How we verify