NET WORTH WORKSHEET US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. David Miller, FRM, Head of Quantitative Research | Reviewed by Anna Kowalski, Lead Editor | Report ID: IGEMINI-D797DB71-20260531 | Data as of 2026-05-31

Executive Summary: Analysis of net worth worksheet reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 63.8 EPS and a 5.88% yield. Institutional flows indicate 92% ownership with beta of 1.63.

Rating: Accumulate | Target Price: $1303.9 | Next Earnings: Jun 28

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Technical Assessment

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

MACD printed a Neutral as the 50-day SMA turned positive 13 days ago.

On-chain money flow shows 23%% increase in smart money index, reinforcing the technical setup.

Fundamental Assessment

EPS of $63.8 reveals high earnings quality. DuPont analysis highlights capital efficiency as the key ROE driver.

Relative to Utilities peers, net worth worksheet sits at the 60th percentile in valuation, offering a potential value opportunity.

With a market cap of $9.54B, net worth worksheet operates in Utilities. P/E of 17.32x is backed by 3.4% growth.

Sentiment & Flow Assessment

Dark pool prints show a 25%% surge in block trades, indicating institutional accumulation before Jun 28 earnings.

Short float at 13.7% is below the sector average, reducing squeeze risk. Institutional ownership is 92%.

Options skew is toward call at the 1215.5 strike, positioning for a directional move.

Data Snapshot

MetricValueSector Avg
Last Price$1105$1049.75
Market Cap$9.54B$9.54B
P/E Ratio17.32x14.7x
EPS (TTM)$63.8$57.42
Dividend Yield5.88%4.1%
Revenue Growth3.4%2%
Target Price$1303.9-
Beta1.631.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate net worth worksheet as **Accumulate** with a 8-month target of $1303.9. A stop-loss at $1016.6 is advised. The next earnings report on Jun 28 could serve as a catalyst.

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