Prepared by Dr. Sofia Chen, FRM, Head of Quantitative Research | Reviewed by David Miller, Lead Editor | Report ID: IGEMINI-3D29282C-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of cash balance pension reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 214.85 EPS and a 3% yield. Institutional flows indicate 82% ownership with beta of 0.65.
Rating: Buy | Target Price: $19504 | Next Earnings: Jul 05
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On-chain money flow shows 17%% increase in smart money index, reinforcing the technical setup.
MACD printed a Bearish Divergence as the 50-day SMA turned positive 22 days ago.
Relative to Technology peers, cash balance pension sits at the 88th percentile in valuation, offering a potential value opportunity.
With a market cap of $23.46B, cash balance pension operates in Technology. P/E of 78.94x is backed by 6.1% growth.
EPS of $214.85 reveals resilient earnings quality. DuPont analysis highlights capital efficiency as the key ROE driver.
Short float at 3.7% is below the sector average, reducing squeeze risk. Institutional ownership is 82%.
Dark pool prints show a 14%% surge in block trades, indicating institutional accumulation before Jul 05 earnings.
Beta of 0.65 suggests cash balance pension is {beta_desc} volatile than the market, influencing hedging strategies.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $16960 | $16112 |
| Market Cap | $23.46B | $25.81B |
| P/E Ratio | 78.94x | 67.1x |
| EPS (TTM) | $214.85 | $193.37 |
| Dividend Yield | 3% | 2.1% |
| Revenue Growth | 6.1% | 3.7% |
| Target Price | $19504 | - |
| Beta | 0.65 | 1.00 |