Prepared by Dr. James Wilson, FRM, Head of Quantitative Research | Reviewed by Elena Voss, Lead Editor | Report ID: IGEMINI-6DAC0E61-20260531 | Data as of 2026-05-31
Executive Summary: Our multi-factor model assigns 401k rollover annuity a Cautiously Constructive outlook for the next quarter. Key drivers include a P/E of 62.11x, 33.7% revenue expansion, and an RSI of 31 suggesting a neutral-bullish phase. We define critical support at $523.8 and resistance at $640.2.
Rating: Accumulate | Target Price: $774.06 | Next Earnings: Jun 27
Download Full PDF Report
RSI at 31 indicates a neutral-bullish state. Historical backtests suggest a +7.8% move within 10 sessions.
MACD printed a Bearish Divergence as the 50-day SMA turned positive 25 days ago.
Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $669.3 would be bullish.
Relative to Utilities peers, 401k rollover annuity sits at the 72th percentile in valuation, offering a potential value opportunity.
Free cash flow conversion remains robust at 66%, supporting the 3.14% dividend and buybacks.
EPS of $9.37 reveals improving earnings quality. DuPont analysis highlights margin expansion as the key ROE driver.
Beta of 1.32 suggests 401k rollover annuity is {beta_desc} volatile than the market, influencing hedging strategies.
Dark pool prints show a 12%% surge in block trades, indicating institutional accumulation before Jun 27 earnings.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $582 | $552.9 |
| Market Cap | $14.37B | $11.5B |
| P/E Ratio | 62.11x | 52.8x |
| EPS (TTM) | $9.37 | $8.43 |
| Dividend Yield | 3.14% | 2.2% |
| Revenue Growth | 33.7% | 20.2% |
| Target Price | $774.06 | - |
| Beta | 1.32 | 1.00 |