Prepared by Dr. David Miller, CFA, Senior Equity Strategist | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-85B203F8-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of 403 b plan vs 401k reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 17.63 EPS and a 3.64% yield. Institutional flows indicate 57% ownership with beta of 0.97.
Rating: Accumulate | Target Price: $1492.5 | Next Earnings: Jun 24
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RSI at 70 indicates a neutral-bullish state. Historical backtests suggest a +7.8% move within 10 sessions.
Price action carved a Bull Flag, confirmed by a 1.29x volume spike on May 24, 2026. The support at $1074.6 was tested.
Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.
EPS of $17.63 reveals improving earnings quality. DuPont analysis highlights asset turnover as the key ROE driver.
Free cash flow conversion remains robust at 80%, supporting the 3.64% dividend and buybacks.
Relative to Healthcare peers, 403 b plan vs 401k sits at the 57th percentile in valuation, offering a potential value opportunity.
Short float at 6.2% is below the sector average, reducing squeeze risk. Institutional ownership is 57%.
Beta of 0.97 suggests 403 b plan vs 401k is {beta_desc} volatile than the market, influencing hedging strategies.
Options skew is toward put at the 1086.54 strike, positioning for a directional move.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $1194 | $1134.3 |
| Market Cap | $5.42B | $5.96B |
| P/E Ratio | 67.71x | 57.6x |
| EPS (TTM) | $17.63 | $15.87 |
| Dividend Yield | 3.64% | 2.5% |
| Revenue Growth | 1.2% | 0.7% |
| Target Price | $1492.5 | - |
| Beta | 0.97 | 1.00 |