Ratings by Morgan Stanley (Dillon Cumming)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/9/2023 | REV Group | REVG | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/8/2023 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2023 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Summit Materials | SUM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Martin Marietta Materials | MLM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | Terex | TEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | Cummins | CMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | AGCO Corporation | AGCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2023 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2023 | Allison Transmission | ALSN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/1/2023 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2023 | Caterpillar | CAT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2023 | PACCAR | PCAR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | CNH Industrial NV | CNHI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | Wabtec | WAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2023 | Allison Transmission | ALSN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/20/2023 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2023 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/20/2023 | CNH Industrial NV | CNHI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2023 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2023 | Martin Marietta Materials | MLM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2023 | Nikola Corp. | NKLA | New Coverage | Equalweight (N/A) |
1.80 (1.30) |
-27.78% | Details | |
| 3/2/2023 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2023 | Wabtec | WAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2023 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2023 | Martin Marietta Materials | MLM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/21/2023 | Allison Transmission | ALSN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/14/2023 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2023 | Terex | TEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2023 | Timken | TKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2023 | PACCAR | PCAR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2023 | CNH Industrial NV | CNHI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Summit Materials | SUM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Martin Marietta Materials | MLM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Cummins | CMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Summit Materials | SUM | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | REV Group | REVG | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | AGCO Corporation | AGCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Allison Transmission | ALSN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/14/2022 | Caterpillar | CAT | Maintain | Underweight (N/A) |
|
Details | ||
| 12/14/2022 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Oshkosh | OSK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2022 | Timken | TKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Cummins | CMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Wabtec | WAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Terex | TEX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2022 | Martin Marietta Materials | MLM | Downgrade | Equalweight (Overweight) |
359.85 (406.56) |
12.98% | Details | |
| 12/14/2022 | PACCAR | PCAR | Upgrade | Overweight (Equalweight) |
102.96 (83.81) |
-18.6% | Details | |
| 12/1/2022 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2022 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2022 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2022 | AGCO Corporation | AGCO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | Timken | TKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Oshkosh | OSK | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Summit Materials | SUM | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Allison Transmission | ALSN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/13/2022 | Vulcan Materials Company | VMC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Martin Marietta Materials | MLM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2022 | United Rentals | URI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Caterpillar | CAT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/13/2022 | WillScot Mobile Mini Holdings Corp. | WSC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2022 | Timken | TKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | Cummins | CMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2022 | PACCAR | PCAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2022 | Cummins | CMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Cummins | CMI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2022 | Cummins | CMI | New Coverage | Equalweight (N/A) |
193.87 (228.81) |
18.02% | Details | |
| 5/6/2022 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2022 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2022 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2021 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2021 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2021 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2021 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2021 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2021 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2021 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2021 | Donaldson Company | DCI | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/5/2021 | Kennametal | KMT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/12/2021 | Lincoln Electric | LECO | Maintain | Underweight (N/A) |
|
Details | ||
| 4/12/2021 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/12/2021 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2021 | Donaldson Company | DCI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2021 | Kennametal | KMT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/22/2021 | Donaldson Company | DCI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/22/2021 | Kennametal | KMT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 12/15/2020 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2020 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/15/2020 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2020 | Donaldson Company | DCI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/12/2020 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2020 | Kennametal | KMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2020 | Lincoln Electric | LECO | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/26/2020 | Lincoln Electric | LECO | New Coverage | Equalweight (N/A) |
80.28 (176.66) |
120.05% | Details | |
| 6/26/2020 | Donaldson Company | DCI | New Coverage | Overweight (N/A) |
43.08 (59.66) |
38.49% | Details | |
| 6/26/2020 | Kennametal | KMT | New Coverage | Equalweight (N/A) |
27.49 (24.45) |
-11.06% | Details |
