Prepared by Dr. Elena Voss, FRM, Head of Quantitative Research | Reviewed by Raj Patel, Lead Editor | Report ID: IGEMINI-A9785FA9-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of marginable securities reveals a Bullish configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 1078.58 EPS and a 2.02% yield. Institutional flows indicate 65% ownership with beta of 0.98.
Rating: Accumulate | Target Price: $11222.4 | Next Earnings: Jun 16
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RSI at 28 indicates a neutral-bullish state. Historical backtests suggest a +7.8% move within 10 sessions.
MACD printed a Bearish Divergence as the 50-day SMA turned positive 6 days ago.
Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $11523 would be bullish.
Relative to Consumer Cyclical peers, marginable securities sits at the 65th percentile in valuation, offering a potential value opportunity.
Free cash flow conversion remains robust at 75%, supporting the 2.02% dividend and buybacks.
Options skew is toward put at the 9418.8 strike, positioning for a directional move.
Beta of 0.98 suggests marginable securities is {beta_desc} volatile than the market, influencing hedging strategies.
Short float at 3.7% is below the sector average, reducing squeeze risk. Institutional ownership is 65%.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $10020 | $9519 |
| Market Cap | $17.4B | $15.66B |
| P/E Ratio | 9.29x | 7.9x |
| EPS (TTM) | $1078.58 | $970.72 |
| Dividend Yield | 2.02% | 1.4% |
| Revenue Growth | 0% | 0% |
| Target Price | $11222.4 | - |
| Beta | 0.98 | 1.00 |