B
Morningstar, Inc. MORN
$286.94 $4.451.58%
Recommendation
Prev Close
Volume
Avg Vol (90D)
Market Cap
Dividend & Yield
52-Week Range
P/E (TTM)
EPS (TTM)
B
Buy 1/31/2025Upgraded
Morningstar, Inc. (MORN) was upgraded to B- from C+ on 1/31/2025 due to an increase in the volatility index.
C
Hold 1/15/2025Downgrade
Morningstar, Inc. (MORN) was downgraded to C+ from B- on 1/15/2025 due to a decline in the total return index, volatility index and efficiency index.
B
Buy 10/25/2024Upgraded
Morningstar, Inc. (MORN) was upgraded to B- from C+ on 10/25/2024 due to an increase in the valuation index, growth index and volatility index. Earnings per share increased from $1.6 to $2.77, operating cash flow increased 25.67% from $152.7M to $191.9M, and EBIT increased 6.45% from $108.5M to $115.5M.
C
Hold 7/29/2024Upgraded
Morningstar, Inc. (MORN) was upgraded to C+ from C on 7/29/2024 due to a noticeable increase in the valuation index, growth index and total return index. Operating cash flow increased 63.14% from $93.6M to $152.7M, EBIT increased 17.17% from $92.6M to $108.5M, and earnings per share increased from $1.49 to $1.6.
C
Hold 3/1/2024Upgraded
Morningstar, Inc. (MORN) was upgraded to C from C- on 3/1/2024 due to a significant increase in the growth index, solvency index and total return index. Earnings per share increased from $0.91 to $1.7097, EBIT increased 34.86% from $70M to $94.4M, and debt to equity declined from 0.88 to 0.76.
C
Hold 8/15/2023Upgraded
Morningstar, Inc. (MORN) was upgraded to C- from D+ on 8/15/2023 due to an increase in the total return index and volatility index.
D
Sell 7/31/2023Downgrade
Morningstar, Inc. (MORN) was downgraded to D+ from C- on 07/31/2023.
C
Hold 7/21/2023Upgraded
Morningstar, Inc. (MORN) was upgraded to C- from D+ on 7/21/2023 due to an increase in the volatility index.
D
Sell 6/5/2023Downgrade
Morningstar, Inc. (MORN) was downgraded to D+ from C- on 6/5/2023 due to a noticeable decline in the total return index, volatility index and solvency index. Debt to equity increased from 0.95 to 0.97, and the quick ratio declined from 0.82 to 0.81.
C
Hold 10/28/2022Downgrade
Morningstar, Inc. (MORN) was downgraded to C- from C on 10/28/2022 due to a substantial decline in the growth index, volatility index and solvency index. Earnings per share declined from $0.7 to -$0.2118, the quick ratio declined from 0.92 to 0.87, and debt to equity increased from 0.98 to 1.01.
C
Hold 4/29/2022Downgrade
Morningstar, Inc. (MORN) was downgraded to C from C+ on 4/29/2022 due to a significant decline in the growth index, volatility index and valuation index. Operating cash flow declined 82.71% from $135.9M to $23.5M, earnings per share declined from $1.2973 to $1.06, and EBIT declined 7.57% from $74M to $68.4M.
C
Hold 3/15/2022Downgrade
Morningstar, Inc. (MORN) was downgraded to C+ from B- on 3/15/2022 due to a noticeable decline in the growth index, total return index and valuation index. EBIT declined 18.05% from $90.3M to $74M.
B
Buy 2/9/2022Downgrade
Morningstar, Inc. (MORN) was downgraded to B- from B on 2/9/2022 due to a large decline in the total return index, valuation index and growth index. Operating cash flow declined 3.62% from $127.2M to $122.6M.
B
Buy 2/26/2021Upgraded
Morningstar, Inc. (MORN) was upgraded to B from B- on 2/26/2021 due to a significant increase in the growth index, total return index and valuation index. EBIT increased 109.71% from $44.3M to $92.9M, operating cash flow increased 22.7% from $93.4M to $114.6M, and total revenue increased 6.49% from $357.2M to $380.4M.
B
Buy 12/4/2020Upgraded
Morningstar, Inc. (MORN) was upgraded to B- from C+ on 12/4/2020 due to a noticeable increase in the total return index, volatility index and valuation index.
C
Hold 7/31/2020Upgraded
Morningstar, Inc. (MORN) was upgraded to C+ from C on 7/31/2020 due to a significant increase in the growth index, total return index and efficiency index. Operating cash flow increased 162.01% from $48.7M to $127.6M, earnings per share increased from $0.55 to $1.12, and net income increased 101.67% from $23.9M to $48.2M.
C
Hold 4/17/2020Downgrade
Morningstar, Inc. (MORN) was downgraded to C from C+ on 4/17/2020 due to a noticeable decline in the volatility index and total return index.
C
Hold 3/4/2020Downgrade
Morningstar, Inc. (MORN) was downgraded to C+ from B on 3/4/2020 due to a significant decline in the growth index, valuation index and total return index. Earnings per share declined from $1.14 to $0.6352, operating cash flow declined 21.95% from $105.7M to $82.5M, and EBIT declined 19.96% from $49.6M to $39.7M.
B
Buy 10/25/2017Downgrade
Morningstar, Inc. (MORN) was downgraded to B from B+ on 10/25/2017 due to a decline in the volatility index and valuation index.
B
Buy 10/5/2017Upgraded
Morningstar, Inc. (MORN) was upgraded to B+ from B on 10/5/2017 due to a noticeable increase in the total return index and volatility index.
B
Buy 9/11/2017Upgraded
Morningstar, Inc. (MORN) was upgraded to B from B- on 9/11/2017 due to a significant increase in the growth index, volatility index and total return index. Earnings per share increased from $0.4196 to $1.07, EBIT increased 61.97% from $28.4M to $46M, and operating cash flow increased 19.78% from $46.5M to $55.7M.
B
Buy 7/27/2017Upgraded
Morningstar, Inc. (MORN) was upgraded to B- from C+ on 7/27/2017 due to an increase in the volatility index.
C
Hold 6/6/2017Downgrade
Morningstar, Inc. (MORN) was downgraded to C+ from B- on 6/6/2017 due to a substantial decline in the growth index, total return index and valuation index. Earnings per share declined from $1.6338 to $0.4196, EBIT declined 43.09% from $49.9M to $28.4M, and operating cash flow declined 34.04% from $70.5M to $46.5M.
B
Buy 3/31/2017Upgraded
Morningstar, Inc. (MORN) was upgraded to B- from C+ on 3/31/2017 due to a noticeable increase in the volatility index and valuation index.
C
Hold 3/3/2017Upgraded
Morningstar, Inc. (MORN) was upgraded to C+ from C on 3/3/2017 due to a major increase in the growth index, valuation index and solvency index. Earnings per share increased from $0.7 to $1.6338, the quick ratio increased from 1.24 to 1.53, and operating cash flow increased 16.72% from $60.4M to $70.5M.
C
Hold 10/31/2016Downgrade
Morningstar Inc. (MORN) was downgraded to C from C+ on 10/31/2016 due to a major decline in the growth index, total return index and volatility index. Operating cash flow declined 15.41% from $71.4M to $60.4M, earnings per share declined from $0.73 to $0.7, and total revenue declined 1.06% from $198.2M to $196.1M.
C
Hold 10/21/2016Downgrade
Morningstar Inc. (MORN) was downgraded to C+ from B- on 10/21/2016 due to a decline in the volatility index and total return index.
B
Buy 10/7/2016Downgrade
Morningstar Inc. (MORN) was downgraded to B- from B on 10/7/2016 due to a noticeable decline in the volatility index, solvency index and growth index.
B
Buy 2/29/2016Upgraded
Morningstar Inc. (MORN) was upgraded to B from B- on 2/29/2016 due to an increase in the volatility index and total return index.
B
Buy 2/12/2016Downgrade
Morningstar Inc. (MORN) was downgraded to B- from B on 2/12/2016 due to a decline in the total return index and volatility index.
B
Buy 1/28/2016Upgraded
Morningstar Inc. (MORN) was upgraded to B from B- on 1/28/2016 due to an increase in the volatility index and valuation index.
B
Buy 1/13/2016Downgrade
Morningstar Inc. (MORN) was downgraded to B- from B on 1/13/2016 due to a noticeable decline in the volatility index and total return index.
B
Buy 11/18/2015Downgrade
Morningstar Inc. (MORN) was downgraded to B from B+ on 11/18/2015 due to a decline in the total return index and volatility index.
B
Buy 10/30/2015Downgrade
Morningstar Inc. (MORN) was downgraded to B+ from A- on 10/30/2015 due to a noticeable decline in the growth index, volatility index and total return index. EBIT declined 7.04% from $49.7M to $46.2M, total revenue declined 3.36% from $202.1M to $195.3M, and operating cash flow declined 0.4% from $75.9M to $75.6M.
A
Buy 10/29/2015Upgraded
Morningstar Inc. (MORN) was upgraded to A- from B on 10/29/2015 due to an increase in the volatility index and total return index.
B
Buy 10/14/2015Downgrade
Morningstar Inc. (MORN) was downgraded to B from B+ on 10/14/2015 due to a decline in the volatility index and valuation index.
B
Buy 10/12/2015Downgrade
Morningstar Inc. (MORN) was downgraded to B+ from A- on 10/12/2015 due to a decline in the volatility index and total return index.
A
Buy 7/31/2015Upgraded
Morningstar Inc. (MORN) was upgraded to A- from B- on 7/31/2015 due to a significant increase in the growth index, valuation index and solvency index. Operating cash flow increased 116.86% from $35M to $75.9M, debt to equity declined from 0.07 to 0.05, and EBIT increased 11.69% from $44.5M to $49.7M.
B
Buy 7/30/2015Upgraded
Morningstar Inc. (MORN) was upgraded to B- from C+ on 7/30/2015 due to an increase in the volatility index and total return index.
C
Hold 7/15/2015Downgrade
Morningstar Inc. (MORN) was downgraded to C+ from B- on 7/15/2015 due to a decline in the volatility index and valuation index.
B
Buy 6/30/2015Upgraded
Morningstar Inc. (MORN) was upgraded to B- from C+ on 6/30/2015 due to a noticeable increase in the total return index, volatility index and valuation index.
C
Hold 2/27/2015Upgraded
Morningstar Inc. (MORN) was upgraded to C+ from C on 2/27/2015 due to a large increase in the growth index, volatility index and efficiency index. Operating cash flow increased 562.01% from $8.6M to $56.93M, earnings per share increased from $0.67 to $0.7035, and net income increased 4.42% from $30.18M to $31.51M.
C
Hold 8/1/2014Downgrade
Morningstar Inc. (MORN) was downgraded to C from B- on 8/1/2014 due to a significant decline in the growth index, valuation index and total return index. Earnings per share declined from $0.58 to -$0.22, and EBIT declined 2.19% from $37.03M to $36.22M.
B
Buy 6/26/2014Downgrade
Morningstar Inc. (MORN) was downgraded to B- from B on 6/26/2014 due to a large decline in the growth index, volatility index and valuation index. Operating cash flow declined 78.17% from $54.45M to $11.88M, EBIT declined 25.78% from $49.9M to $37.03M, and earnings per share declined from $0.678 to $0.58.
B
Buy 5/1/2014Downgrade
Morningstar Inc. (MORN) was downgraded to B from B+ on 5/1/2014 due to a substantial decline in the volatility index and total return index.
B
Buy 3/19/2014Downgrade
Morningstar Inc. (MORN) was downgraded to B+ from A- on 3/19/2014 due to a decline in the total return index and volatility index.
A
Buy 3/4/2014Upgraded
Morningstar Inc. (MORN) was upgraded to A- from B+ on 3/4/2014 due to an increase in growth, dividend and valuation. Operating cash flow increased 15.65% from $47.08M to $54.45M, EBIT increased 11.84% from $44.61M to $49.9M, and total revenue increased 4.05% from $173.48M to $180.5M.
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