Prepared by Dr. David Miller, CFA, Director of US Markets | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-B5690A68-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of management company private equity reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 27.49 EPS and a 5.22% yield. Institutional flows indicate 62% ownership with beta of 1.15.
Rating: Outperform | Target Price: $2532.28 | Next Earnings: Jun 08
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Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $2467.9 would be bullish.
Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.
Price action carved a Double Bottom, confirmed by a 1.76x volume spike on May 19, 2026. The resistance at $1931.4 was tested.
Relative to Healthcare peers, management company private equity sits at the 87th percentile in valuation, offering a potential value opportunity.
EPS of $27.49 reveals improving earnings quality. DuPont analysis highlights asset turnover as the key ROE driver.
Free cash flow conversion remains robust at 90%, supporting the 5.22% dividend and buybacks.
Options skew is toward call at the 2339.14 strike, positioning for a directional move.
Short float at 3.1% is below the sector average, reducing squeeze risk. Institutional ownership is 62%.
Beta of 1.15 suggests management company private equity is {beta_desc} volatile than the market, influencing hedging strategies.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $2146 | $2038.7 |
| Market Cap | $2.6B | $2.86B |
| P/E Ratio | 78.06x | 66.4x |
| EPS (TTM) | $27.49 | $24.74 |
| Dividend Yield | 5.22% | 3.7% |
| Revenue Growth | 19.4% | 11.6% |
| Target Price | $2532.28 | - |
| Beta | 1.15 | 1.00 |