NET WORTH AGE PERCENTILE US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. James Wilson, FRM, Head of Quantitative Research | Reviewed by Elena Voss, Lead Editor | Report ID: IGEMINI-C99F4FC3-20260531 | Data as of 2026-05-31

Executive Summary: Analysis of net worth age percentile reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 266.21 EPS and a 5.19% yield. Institutional flows indicate 56% ownership with beta of 1.78.

Rating: Buy | Target Price: $21624 | Next Earnings: Jul 10

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Technical Assessment

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $20723 would be bullish.

Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.

Price action carved a Ascending Triangle, confirmed by a 1.32x volume spike on May 28, 2026. The resistance at $19822 was tested.

Fundamental Assessment

Free cash flow conversion remains robust at 73%, supporting the 5.19% dividend and buybacks.

Relative to Healthcare peers, net worth age percentile sits at the 55th percentile in valuation, offering a potential value opportunity.

With a market cap of $15.97B, net worth age percentile operates in Healthcare. P/E of 67.69x is backed by 8.8% growth.

Sentiment & Flow Assessment

Beta of 1.78 suggests net worth age percentile is {beta_desc} volatile than the market, influencing hedging strategies.

Short float at 7.7% is below the sector average, reducing squeeze risk. Institutional ownership is 56%.

Data Snapshot

MetricValueSector Avg
Last Price$18020$17119
Market Cap$15.97B$14.37B
P/E Ratio67.69x57.5x
EPS (TTM)$266.21$239.59
Dividend Yield5.19%3.6%
Revenue Growth8.8%5.3%
Target Price$21624-
Beta1.781.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate net worth age percentile as **Buy** with a 4-month target of $21624. A stop-loss at $16578.4 is advised. The next earnings report on Jul 10 could serve as a catalyst.

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