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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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.
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.
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.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $2493 | $2368.35 |
| Market Cap | $10.26B | $10.26B |
| P/E Ratio | 52.03x | 44.2x |
| EPS (TTM) | $47.91 | $43.12 |
| Dividend Yield | 4% | 2.8% |
| Revenue Growth | 14.3% | 8.6% |
| Target Price | $2866.95 | - |
| Beta | 1.54 | 1.00 |