Prepared by Dr. Michael Brown, FRM, Head of Quantitative Research | Reviewed by Sofia Chen, Lead Editor | Report ID: IGEMINI-B70E28E2-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of cascade asset management company reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 200.21 EPS and a 5.04% yield. Institutional flows indicate 88% ownership with beta of 1.27.
Rating: Accumulate | Target Price: $5086.4 | Next Earnings: Jul 08
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Price action carved a Ascending Triangle, confirmed by a 1.52x volume spike on May 21, 2026. The resistance at $4114 was tested.
On-chain money flow shows 25%% increase in smart money index, reinforcing the technical setup.
MACD printed a Neutral as the 50-day SMA turned positive 27 days ago.
With a market cap of $20.96B, cascade asset management company operates in Healthcare. P/E of 18.68x is backed by -6% growth.
Relative to Healthcare peers, cascade asset management company sits at the 87th percentile in valuation, offering a potential value opportunity.
Short float at 11.2% is below the sector average, reducing squeeze risk. Institutional ownership is 88%.
Options skew is toward call at the 3590.4 strike, positioning for a directional move.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $3740 | $3553 |
| Market Cap | $20.96B | $25.15B |
| P/E Ratio | 18.68x | 15.9x |
| EPS (TTM) | $200.21 | $180.19 |
| Dividend Yield | 5.04% | 3.5% |
| Revenue Growth | -6% | -3.6% |
| Target Price | $5086.4 | - |
| Beta | 1.27 | 1.00 |