Prepared by Dr. Priya Sharma, CFA, Director of US Markets | Reviewed by Michael Brown, Lead Editor | Report ID: IGEMINI-C025B3D1-20260531 | Data as of 2026-05-31
Executive Summary: 401k rmd rules operates in the Finance industry with a market cap of $5.91B. The stock trades at 16x earnings and exhibits -9.4% top-line growth. Our derived fair value is $1260.09.
Rating: Overweight | Target Price: $1260.09 | Next Earnings: Jun 13
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Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.
Price action carved a Double Bottom, confirmed by a 1.13x volume spike on May 06, 2026. The resistance at $1184.7 was tested.
MACD printed a Bearish Divergence as the 50-day SMA turned positive 9 days ago.
EPS of $67.31 reveals above-sector earnings quality. DuPont analysis highlights capital efficiency as the key ROE driver.
Relative to Finance peers, 401k rmd rules sits at the 66th percentile in valuation, offering a potential value opportunity.
Short float at 5.4% is below the sector average, reducing squeeze risk. Institutional ownership is 66%.
Dark pool prints show a 23%% surge in block trades, indicating institutional accumulation before Jun 13 earnings.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $1077 | $1023.15 |
| Market Cap | $5.91B | $4.73B |
| P/E Ratio | 16x | 13.6x |
| EPS (TTM) | $67.31 | $60.58 |
| Dividend Yield | 5.36% | 3.8% |
| Revenue Growth | -9.4% | -5.6% |
| Target Price | $1260.09 | - |
| Beta | 1.91 | 1.00 |