Stock Ratings / Financials / PS / insiders

TPG (64) TROW (73) BEN (65) OWL (65) ⌘ Pro Terminal →

Pershing Square Inc. (PS) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$45.66 -7.10% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $44.99

Pershing Square Inc. (PS) carries a Roarable Rating of D+ (Sell) with 57/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 57/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.2% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $19.66B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on PS Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is PS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Pershing Square Inc. (NYSE: PS) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 57/100 at a spot price of $45.66 (-7.10% 1D, market cap $19.66B). Pillar breakdown: Fundamental Cash Engine 10/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 9/20. Active quantitative signal LIQUIDITY_TAILWIND (BEARISH, conviction undefined/100) notes: undefined.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does PS compare to TPG and TROW in the Financials sector?

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Within the Financials sector (Investment Managers), PS carries a Roarable D+ (57/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, TPG (TPG Inc.) holds a C grade (64/100 RQD, P/E 98.2x, ROIC 2.5%, cap $18.12B) and TROW (T. Rowe Price Group Inc.) posts a B grade (73/100 RQD, P/E 10.9x, ROIC 20.5%, cap $22.75B). Among the 5-stock peer group, TROW leads on earnings multiple (10.9x) while TROW leads on capital efficiency (20.5% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for PS?

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Per PS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0002026053), Pershing Square Inc. generated $0 in revenue, $0 in net income, and $0 in free cash flow against $1.70B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $44.99 (-1.47%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 10/20 (D) • 13.8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 57/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.2% avg 90D alpha vs SPY • 52.2% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE-0.5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for PS)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (57/100 Composite)

🔍 WHY PS SCORES 57/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+13/20 pts (23% of score)

20D Institutional Volume Accumulation (±12.5% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (23% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution9/20 pts (-11 pt drag)

Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$54.22-17.4% Next Q

Q2 (-2Q)

Grade C+$44.81+1.7% Next Q

Q3 (-1Q)

Grade C$45.55+0.2% Next Q

Current

Grade D+$45.66-0.2% Hist 90D α

Trajectory: C+ (65) → D+ (57)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the PS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 57/100 (D+) score, PS faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($46.70) or 200D SMA ($40.15) invalidates the momentum regime and cuts Target Base ($45.45) toward Bear Floor ($35.45).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $PS• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “PS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 57%NO 43%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

PS Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (PS)

No recent open-market Form 4 cluster sales or emergency dumps flagged on PS. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring PS)

✓Walkthrough of PS's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

PS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +33.47%▲ ASCENDING CHANNEL

2026-11-02O $48.60H $49.15L $45.66C $45.66VOL 221.9K

RES: $61.42SUP: $41.39SMA50: $46.70SMA200: $40.15

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

PS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 PS Butterfly Map → + Track PS →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on PS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for PS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for PS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (PS)

Financials Rank #504 of 1096 ⚔️ TPG vs PS Full Matrix →

1. Head-to-Head Financials Peer Comparison (PS vs. TPG, TROW, BEN, OWL)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Pershing Square Inc. (PS) ranks #504 by composite RQD confidence (57/100, grade D+) and #119 by equity capitalization ($19.66B). Within this direct 5-issuer industry benchmark cohort, TROW leads on earnings valuation at 10.9x trailing P/E, while TROW leads on capital efficiency and profitability with 20.5% ROIC and — gross margin. TROW currently holds the highest overall quantitative score in the immediate peer group at 73/100 (B) compared with PS at 57/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
PS ACTIVE Pershing Square Inc.	D+	57/100	—	—	—	-7.10%	$19.66B	Benchmark Subject
TPG TPG Inc.	C	64/100	98.2x	—	2.5%	-2.63%	$18.12B	/tpg-vs-ps →
TROW T. Rowe Price Group Inc.	B	73/100	10.9x	—	20.5%	-2.56%	$22.75B	/trow-vs-ps →
BEN Franklin Templeton Inc.	C	65/100	31.3x	—	3.0%	-2.16%	$16.43B	/ben-vs-ps →
OWL Blue Owl Capital Inc.	C	65/100	53.1x	—	6.3%	-0.77%	$16.23B	/owl-vs-ps →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2025–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0002026053

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Pershing Square Inc. (PS) reported GAAP revenue of $0 , GAAP net income of $0, operating cash flow of $0, and free cash flow of $0 . On the balance sheet, PS closed FY2025 with $1.70B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: N/A).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$0	$0	—	—	$1.70B	—

3. PS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is PS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does PS compare to TPG and TROW in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for PS?

Where is PS trading relative to its 50-day, 200-day, and 52-week technical levels?

PS last traded at $45.66 (-7.10% on volume of 700,138 shares), positioning the stock -2.23% below its 50-day simple moving average ($46.70) and +13.72% above its 200-day simple moving average ($40.15). Across its 52-week range of $22.01 to $60.40, PS sits at the 61.6% percentile with a 14-day RSI of 52.6 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($39.95 to $51.37).

PS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are PS insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies PS leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

Direct Sub-Reports: PS RQD Cockpit PS 12M Forecast PS Earnings & Move PS Dividends & DRIP PS Insiders & 13F PS Whale Options PS Profit Sankey PS News & Why

ROARABLE RATING BRIEF • RQD 57/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

PS — Pershing Square Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T14:09:36Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, PS scores 57 out of 100, a letter grade of D+, with the verdict "Roarable Sell — Weak Fundamentals / Trim." The five pillars are:

Fundamental Cash Engine — 10 / 20. The rating reports ROIC of 0% and FCF yield of 0%. For a prospective investor, this is the weakest contribution to the score: the source data does not show the business generating returns on capital or free cash flow to support the current valuation.
Whale 13F Flow — 13 / 20. This pillar reflects institutional accumulation and options positioning. It is a moderate contributor, indicating some institutional interest, though the source data does not itemize the 13F holders.
Insider Conviction — 9 / 20. Based on SEC Form 4 and Congressional PTR cluster flow, this is the second-weakest pillar. The source data does not provide specific insider transaction detail, so the low score should be read as a limited signal of insider conviction rather than a detailed explanation.
Macro Regime Fit — 12 / 20. The rating records a beta of 1.0 and sector sensitivity. This indicates market-equivalent volatility and is a mid-range contributor.
Forensic Balance Sheet — 13 / 20. Per the rating: Altman Z-Score 2.5, Piotroski F-Score 6/9, and Debt/Equity 0.5. These are the most constructive inputs in the rating, suggesting the balance sheet is not the primary weakness.

Investor implications: The upside case rests on balance-sheet resilience and institutional interest rather than current cash generation. The valuation tradeoff is that the stock trades at a $49.15 price with 0% ROIC and 0% FCF yield per the market data, which leaves little demonstrated earnings support in the source data. The main upside driver would be an improvement in cash generation, which the data does not yet show. The overall rating frames PS as a name to trim rather than add on current fundamentals.

Business

Pershing Square Inc. (PS) is a NYSE-listed issuer in the Financials sector, operating in the Investment Managers industry. The profile records a market capitalization of $19.7B. Not available in source data: specific product lines, customer base, or revenue model details.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025 (filed 2025-12-31)	$0.0M	$0.0M	$0.0M	N/A	N/A	$55.4M	N/A

Per the SEC financials, FY 2025 reports $0.0M in revenue, operating income, and net income, with cash of $55.4M and debt not available. Gross, operating, and net margins are each recorded at 0% in the market data, and ROIC is 0%. Per the Roarable RQD rating, the Altman Z-Score is 2.5 and the Piotroski F-Score is 6/9, with a Debt/Equity ratio of 0.5. The Z-Score and F-Score are the rating's main balance-sheet signals; the reported income-statement figures are zero, so profitability trends cannot be assessed from the source data.

Recent Catalysts & News Wire Analysis

Source headlines cluster around a Citi downgrade of PS to Sell. Multiple outlets (Yahoo Finance, The Motley Fool, AOL.com) carry a headline citing a $45 price target against a $60 peak and framing the stock as possibly overvalued after an April IPO rally. Seeking Alpha reports the Citi downgrade on valuation concerns, flagged as RED / RISK WATCH. A Stocktwits item, flagged YELLOW / MARKET WIRE, reports Bill Ackman's comments on the stock's post-IPO decline. A Yahoo Finance item, also RED / RISK WATCH, questions whether PS is fully valued after its dividend update and the Citi downgrade.

The Butterfly Supply-Chain Graph carries one proprietary signal: a LIQUIDITY_TAILWIND with a Macro Tailwind Score of 18/100, severity 94, direction BEARISH. Per that signal, the True Net Liquidity Index stands at $5,745.73B (-0.64% 4-week RoC; High-Yield OAS +2 bps), and the rolling 5-year regression assigns PS a 6.00x Net Liquidity beta (r = +0.22). The signal therefore flags PS as highly sensitive to liquidity conditions, and it currently reads that sensitivity as a headwind.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, and there are no butterfly links. Upstream and downstream dependencies are therefore not available in source data. The one sector-level link available is the liquidity signal: the 6.00x Net Liquidity beta means that a change in the True Net Liquidity Index would be expected to transmit disproportionately into PS's valuation. Investors should watch Fed balance-sheet, Treasury General Account, and Overnight RRP movements, along with High-Yield spreads, as the second-order drivers. The source data does not identify specific sector correlations beyond this regression.

Open Questions

What are the revenue and operating income figures behind the reported $0.0M values, and why do FCF and debt show N/A?
What is the basis for the Citi price target of $45, and what assumptions underlie the Sell rating?
Which specific SEC Form 4 insider and 13F institutional transactions drive the 9/20 and 13/20 pillar scores?
What business model and revenue sources does PS have, given that the profile lacks operating detail?
How does the 6.00x liquidity beta compare with PS's historical trading behavior, given the r of +0.22 is modest in explanatory power?

PS Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Pershing Square Inc. (PS) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to PS Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 3h ago

Citi Just Downgraded Bill Ackman's Pershing Square Stock to Sell, Citing a $45 Price Target Versus Its $60 Peak. Is PS Stock Overvalued After Its April IPO Rally?

Yahoo Finance report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Seeking Alpha • 9h ago

Citi downgrades Pershing Square to Sell on valuation concerns (PS:NYSE)

Seeking Alpha report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stocktwits • 12h ago

Bill Ackman Says He Wasn’t Blaming Retail Investors For PSUS Stock’s Post-IPO Tumble: ‘I Was Simply Explaining…’

Stocktwits report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Yahoo Finance • 15h ago

Is Pershing Square (PS) Fully Valued After Its Dividend Update And Citi Downgrade?

Yahoo Finance report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingKey • 21h ago

Pershing Square Ord Shs Stock (PS) Moved Down by 12.27% on Oct 13: A Full Analysis

TradingKey report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH TradingView • 1d ago

Pershing Square downgraded to Sell equivalent at BofA Securities

TradingView report covering Pershing Square Inc. (PS) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 23h ago

Warren Buffett hasn’t had water in 48 years, says Ackman. His $1.3B bet on his favorite drink now pays $848M a year

Bill Ackman says Buffett once turned down still and sparkling water at his dinner table and told him, “I haven’t had water in 48 years.”

Read Full Source ↗

🟢 CATALYST Benzinga • 1d ago

Apple, Palantir On Deck Monday As AI Demand, iPhone Growth Face Test

Apple headlines Monday’s reports, with investors looking for continued iPhone momentum and evidence that its artificial-intelligence push can support the company’s next leg of growth. Marriott International, Entergy,

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

PS Bull vs. Bear Conversation Board — What's Your Call at $45.66?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON PS 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $53.08 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is PS (D+ • RQD 57/100) a Buy at $49.15?

Welcome to the PS (Pershing Square Inc.) Roar Pit. Current RQD Composite is 57/100 (Roarable Sell — Weak Fundamentals / Trim) in Investment Managers. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $39.32 (-20.0%)

Spot @ $49.15

Pump the brakes on PS — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on PS, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Pershing Square Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH 🎯 Target: $62.91 (+28.0%)

Spot @ $49.15

PS cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on PS, the market is fixating on short-term headline noise in Investment Managers and ignoring the balance sheet and cash flow trajectory. At $49.15 (52-wk range $22.01 - $60.40), any beat on forward guidance forces shorts and underweight funds to chase.