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Upturn AI Summary - About
AllianceBernstein Holding L.P. (AB)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AB
09/25/2026: AB (1-star) is currently NOT-A-BUY. Pass it for now.
AllianceBernstein Holding L.P. is a established global asset management firm known for its active research-driven investment strategies and significant wealth management footprint. The company has a leading position in fixed-income management and has recently expanded into private credit via the acquisition of CarVal, which is a key growth story. While AB maintains strong margins and a reliable dividend payout that suits income-focused investors, it faces persistent headwinds from industry-wide fee compression and the structural shift toward passive investing. Risks include market volatility and potential regulatory shifts. Investors should monitor the successful integration of its alternatives platform and the firm's ability to maintain AUM amid changing investment preferences.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | AB offers growth in specific niches like private alternatives, but the overall business is more focused on yield than rapid capital appreciation. |
| Momentum investor | Weak fit | AB's stock price is often tied to macroeconomic cycles and market beta, making it less suitable for high-momentum growth strategies. |
| Value investor | Strong fit | AB often trades at valuation multiples that reflect its steady cash flows and reliable, albeit moderate, growth profile. |
| Dividend investor | Strong fit | The company's distribution policy as an MLP makes it highly attractive for investors seeking regular, reliable income streams. |
| Low-risk investor | Mixed fit | While the business is mature and profitable, the stock is subject to equity market volatility and sector-specific risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's value is closely linked to broader financial market performance. |
| Valuation risk | Medium | Market sentiment toward asset managers can swing based on interest rate environments. |
| Competition risk (Fee Compression) | High | Industry-wide trends toward lower-cost passive products threaten margins. |
| Business quality | Strong | AB has an established reputation and strong franchise in active management. |
| Dividend income | Strong | The firm has a consistent history of paying out significant cash to unitholders. |
| Execution risk | Medium | Successfully integrating alternative investment managers requires careful operational oversight. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -18.67% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.30B USD | Price to earnings Ratio 10.7 | 1Y Target Price 39.57 |
Price to earnings Ratio 10.7 | 1Y Target Price 39.57 | ||
Volume (30-day avg) 305.1K shares | Beta 0.77 | 52 Weeks Range 34.08 - 41.24 | Updated Date 09/25/2026 |
52 Weeks Range 34.08 - 41.24 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 9.69% | Basic EPS (TTM) 3.31 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Management fees earned on AUM for retail, institutional, and private wealth clients. | This is the core engine, where the firm earns a percentage of the assets it manages for clients. |
| Research Services | Fees earned from providing investment research to external institutional clients. | AB provides insights that banks and funds pay for, creating a revenue stream independent of AUM. |
| Geography (Global) | Revenue generated across North America, EMEA, and APAC markets. | AB is a global business, meaning its earnings are exposed to international market performance and currency fluctuations. |
Valuation
Trailing PE 10.7 | Forward PE 9.35 | Enterprise Value 3.34B | Price to Sales(TTM) 41.2 |
Enterprise Value 3.34B | Price to Sales(TTM) 41.2 | ||
Enterprise Value to Revenue 9.71 | Enterprise Value to EBITDA - | Shares Outstanding 93.08M | Shares Floating 92.31M |
Shares Outstanding 93.08M | Shares Floating 92.31M | ||
Percent Insiders 2.05 | Percent Institutions 13.15 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About AllianceBernstein Holding L.P.
Exchange NYSE | Headquarters Nashville, TN, United States | ||
IPO Launch date 1988-04-14 | CEO & Director Mr. Seth Perry Bernstein | ||
Sector Financial Services | Industry Asset Management | Full time employees 4400 | |
Full time employees 4400 | |||
AllianceBernstein Holding L.P. is a publicly owned investment manager. The firm provides its services to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. The firm manages separate client focused portfolios for its clients. The firm primarily invests in common and preferred stocks, warrants and convertible securities, government and corporate fixed-income securities, commodities, currencies, real estate-related assets and inflation-protected securities. The firm employs quantitative analysis along with long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies to make its investments. The firm obtains external research to complement its in-house research. The firm was formerly known as Alliance Capital Management Holding LP. AllianceBernstein Holding L.P. was founded in 1967 and is based in Nashville,Tennessee with additional offices in New York.
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