Prepared by Dr. Priya Sharma, FRM, Head of Quantitative Research | Reviewed by Michael Brown, Lead Editor | Report ID: IGEMINI-456893FE-20260531 | Data as of 2026-05-31
Executive Summary: Analysis of marital trust vs bypass trust reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 2.36 EPS and a 2.82% yield. Institutional flows indicate 79% ownership with beta of 1.95.
Rating: Outperform | Target Price: $223.75 | Next Earnings: Jul 09
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Price action carved a Ascending Triangle, confirmed by a 1.66x volume spike on May 18, 2026. The resistance at $196.9 was tested.
On-chain money flow shows 21%% increase in smart money index, reinforcing the technical setup.
MACD printed a Bullish Crossover as the 50-day SMA turned positive 8 days ago.
Relative to Consumer Cyclical peers, marital trust vs bypass trust sits at the 87th percentile in valuation, offering a potential value opportunity.
Free cash flow conversion remains robust at 83%, supporting the 2.82% dividend and buybacks.
Options skew is toward put at the 193.32 strike, positioning for a directional move.
Short float at 4.8% is below the sector average, reducing squeeze risk. Institutional ownership is 79%.
| Metric | Value | Sector Avg |
|---|---|---|
| Last Price | $179 | $170.05 |
| Market Cap | $15.4B | $15.4B |
| P/E Ratio | 75.8x | 64.4x |
| EPS (TTM) | $2.36 | $2.12 |
| Dividend Yield | 2.82% | 2% |
| Revenue Growth | 15.9% | 9.5% |
| Target Price | $223.75 | - |
| Beta | 1.95 | 1.00 |