Prepared by Dr. Sofia Chen, FRM, Head of Quantitative Research | Reviewed by David Miller, Lead Editor | Report ID: IGEMINI-2ABEB41D-20260531 | Data as of 2026-05-31
Executive Summary: Our multi-factor model assigns managed account advisors a Cautiously Constructive outlook for the next quarter. Key drivers include a P/E of 15.81x, 20.9% revenue expansion, and an RSI of 46 suggesting a neutral-bullish phase. We define critical support at $1710.9 and resistance at $2091.1.
Rating: Buy | Target Price: $2148.13 | Next Earnings: Jun 10
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RSI at 46 indicates a oversold state. Historical backtests suggest a +7.8% move within 10 sessions.
On-chain money flow shows 13%% increase in smart money index, reinforcing the technical setup.
Relative to Consumer Cyclical peers, managed account advisors sits at the 59th percentile in valuation, offering a potential value opportunity.
Free cash flow conversion remains robust at 66%, supporting the 4.82% dividend and buybacks.
With a market cap of $0.95B, managed account advisors operates in Consumer Cyclical. P/E of 15.81x is backed by 20.9% growth.
Beta of 1.33 suggests managed account advisors is {beta_desc} volatile than the market, influencing hedging strategies.
Short float at 5.4% is below the sector average, reducing squeeze risk. Institutional ownership is 83%.
Dark pool prints show a 19%% surge in block trades, indicating institutional accumulation before Jun 10 earnings.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $1901 | $1805.95 |
| Market Cap | $0.95B | $0.95B |
| P/E Ratio | 15.81x | 13.4x |
| EPS (TTM) | $120.24 | $108.22 |
| Dividend Yield | 4.82% | 3.4% |
| Revenue Growth | 20.9% | 12.5% |
| Target Price | $2148.13 | - |
| Beta | 1.33 | 1.00 |