MNRO MONRO, INC.
Last updated: Mar 16, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q3 2025: $44M, Q3 2023: $26M, Q3 2024: $26M, Q2 2023: $54M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $44M vs trailing avg $35M (+24%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.
Missing buyback or cash flow data
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 413,600 shares = 5.5% of 30,019,660 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
6 open-market purchases by 2 insiders
- FITZSIMMONS PETER D (President and CEO) bought 12,750 shares at $19.68 on 2026-02-05
- FITZSIMMONS PETER D (President and CEO) bought 13,350 shares at $18.80 on 2026-02-03
- ICAHN CARL C () bought 101,422 shares at $17.48 on 2025-11-07
- ICAHN CARL C () bought 428,967 shares at $17.40 on 2025-11-06
- ICAHN CARL C () bought 108,270 shares at $17.23 on 2025-11-05
- ICAHN CARL C () bought 639,473 shares at $15.19 on 2025-11-04
Insider-Buyback Convergence
Are insider purchases happening during the same quarters the company is actively buying back stock?
Insider buying coincided with company buybacks in 0 of 4 quarters
Insider Net Direction
Looking at all open-market transactions, are insiders net buyers or net sellers?
Insiders bought $21M, sold $0M (net buying)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
No buyback-insider divergence detected