Morningstar, Inc. (MORN) Stock Analysis
Financial Services · Financial Data & Stock Exchanges
Sell if holding. Multiple concerning factors at $174.96: Leverage penalty (D/E 1.9): -1.0; Below 200-MA, MA slope -8.2%/30d (confirmed downtrend).
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Sell if holding. Multiple concerning factors at $174.96: Leverage penalty (D/E 1.9): -1.0; Below 200-MA, MA slope -8.2%/30d (confirmed downtrend). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 6.5/10, moderate confidence.
Passes 6/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 89d clear, semi cycle peak clear). Fails on death cross (50MA < 200MA). Suitability: moderate.
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Sell if holding. Multiple concerning factors at $174.96: Leverage penalty (D/E 1.9): -1.0; Below 200-MA, MA slope -8.2%/30d (confirmed downtrend). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $160.73. Score 6.5/10, moderate confidence.
Take-profit target: $212.50 (+26.0% upside). Prior stop was $160.73. Stop-loss: $160.73.
Leverage penalty (D/E 1.9): -1.0; Below 200-MA, MA slope -8.2%/30d (confirmed downtrend); Value-trap signals (2/5): High leverage (D/E 1.9), Material insider selling (71 sells, 0.26% of cap).
Morningstar, Inc. trades at a P/E of 19.0 (forward 13.0). TrendMatrix value score: 8.2/10. Verdict: Sell.
9 analysts cover MORN with a consensus score of 4.0/5. Average price target: $250.
What does Morningstar, Inc. do?Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and...
Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions that can slow decisions, cloud markets, and drive up costs.