Prepared by Dr. Elena Voss, FRM, Head of Quantitative Research | Reviewed by Raj Patel, Lead Editor | Report ID: IGEMINI-E421C186-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of 401k taxes on withdrawal reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 44.94 EPS and a 1.53% yield. Institutional flows indicate 88% ownership with beta of 0.86.
Rating: Buy | Target Price: $1336.8 | Next Earnings: Jun 22
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Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $1281.1 would be bullish.
MACD printed a Neutral as the 50-day SMA turned positive 7 days ago.
Price action carved a Double Bottom, confirmed by a 1.57x volume spike on May 20, 2026. The support at $1002.6 was tested.
Relative to Consumer Cyclical peers, 401k taxes on withdrawal sits at the 62th percentile in valuation, offering a potential value opportunity.
Free cash flow conversion remains robust at 92%, supporting the 1.53% dividend and buybacks.
With a market cap of $23.59B, 401k taxes on withdrawal operates in Consumer Cyclical. P/E of 24.79x is backed by -13.7% growth.
Options skew is toward call at the 1024.88 strike, positioning for a directional move.
Short float at 5.5% is below the sector average, reducing squeeze risk. Institutional ownership is 88%.
Dark pool prints show a 31%% surge in block trades, indicating institutional accumulation before Jun 22 earnings.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $1114 | $1058.3 |
| Market Cap | $23.59B | $25.95B |
| P/E Ratio | 24.79x | 21.1x |
| EPS (TTM) | $44.94 | $40.45 |
| Dividend Yield | 1.53% | 1.1% |
| Revenue Growth | -13.7% | -8.2% |
| Target Price | $1336.8 | - |
| Beta | 0.86 | 1.00 |