Prepared by Dr. Anna Kowalski, CFA, Senior Equity Strategist | Reviewed by Marcus Thorne, Lead Editor | Report ID: IGEMINI-0AD9FD7B-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of best wealth management firms nyc reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 15.86 EPS and a 3.65% yield. Institutional flows indicate 76% ownership with beta of 0.65.
Rating: Outperform | Target Price: $1138.5 | Next Earnings: Jul 02
Download Full PDF Report
Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.
MACD printed a Bearish Divergence as the 50-day SMA turned positive 30 days ago.
With a market cap of $3.94B, best wealth management firms nyc operates in Consumer Cyclical. P/E of 52.01x is backed by 11.1% growth.
EPS of $15.86 reveals improving earnings quality. DuPont analysis highlights capital efficiency as the key ROE driver.
Beta of 0.65 suggests best wealth management firms nyc is {beta_desc} volatile than the market, influencing hedging strategies.
Options skew is toward put at the 891 strike, positioning for a directional move.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $825 | $783.75 |
| Market Cap | $3.94B | $3.94B |
| P/E Ratio | 52.01x | 44.2x |
| EPS (TTM) | $15.86 | $14.27 |
| Dividend Yield | 3.65% | 2.6% |
| Revenue Growth | 11.1% | 6.7% |
| Target Price | $1138.5 | - |
| Beta | 0.65 | 1.00 |