Prepared by Dr. Michael Brown, FRM, Head of Quantitative Research | Reviewed by Sofia Chen, Lead Editor | Report ID: IGEMINI-1AD5893F-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of 401k plan providers reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 11.89 EPS and a 4.95% yield. Institutional flows indicate 77% ownership with beta of 0.57.
Rating: Buy | Target Price: $1164.5 | Next Earnings: Jun 30
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MACD printed a Bearish Divergence as the 50-day SMA turned positive 16 days ago.
Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.
RSI at 29 indicates a overbought state. Historical backtests suggest a +5.2% move within 10 sessions.
Relative to Healthcare peers, 401k plan providers sits at the 83th percentile in valuation, offering a potential value opportunity.
Free cash flow conversion remains robust at 89%, supporting the 4.95% dividend and buybacks.
Options skew is toward call at the 909.5 strike, positioning for a directional move.
Short float at 2.8% is below the sector average, reducing squeeze risk. Institutional ownership is 77%.
Beta of 0.57 suggests 401k plan providers is {beta_desc} volatile than the market, influencing hedging strategies.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $850 | $807.5 |
| Market Cap | $11.02B | $13.22B |
| P/E Ratio | 71.51x | 60.8x |
| EPS (TTM) | $11.89 | $10.7 |
| Dividend Yield | 4.95% | 3.5% |
| Revenue Growth | 33% | 19.8% |
| Target Price | $1164.5 | - |
| Beta | 0.57 | 1.00 |