401K RECORDKEEPERS US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. David Miller, FRM, Head of Quantitative Research | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-0D025EA9-20260531 | Data as of 2026-05-31

Executive Summary: Analysis of 401k recordkeepers reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 47.91 EPS and a 4% yield. Institutional flows indicate 82% ownership with beta of 1.54.

Rating: Buy | Target Price: $2866.95 | Next Earnings: Jun 29

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Technical Assessment

On-chain money flow shows 20%% increase in smart money index, reinforcing the technical setup.

MACD printed a Neutral as the 50-day SMA turned positive 7 days ago.

Fundamental Assessment

Relative to Utilities peers, 401k recordkeepers sits at the 73th percentile in valuation, offering a potential value opportunity.

EPS of $47.91 reveals high earnings quality. DuPont analysis highlights capital efficiency as the key ROE driver.

With a market cap of $10.26B, 401k recordkeepers operates in Utilities. P/E of 52.03x is backed by 14.3% growth.

Sentiment & Flow Assessment

Short float at 8.5% is below the sector average, reducing squeeze risk. Institutional ownership is 82%.

Dark pool prints show a 33%% surge in block trades, indicating institutional accumulation before Jun 29 earnings.

Beta of 1.54 suggests 401k recordkeepers is {beta_desc} volatile than the market, influencing hedging strategies.

Data Snapshot

MetricValueSector Avg
Last Price$2493$2368.35
Market Cap$10.26B$10.26B
P/E Ratio52.03x44.2x
EPS (TTM)$47.91$43.12
Dividend Yield4%2.8%
Revenue Growth14.3%8.6%
Target Price$2866.95-
Beta1.541.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate 401k recordkeepers as **Buy** with a 10-month target of $2866.95. A stop-loss at $2293.56 is advised. The next earnings report on Jun 29 could serve as a catalyst.

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