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AllianceBernstein Holding L.P. (AB)

Upturn stock ratingUpturn stock rating
$40.83
Last Close (24-hour delay)
Profit since last BUY0.17%
upturn advisory
Consider higher Upturn Star rating
BUY since 35 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

06/30/2025: AB (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

7 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $38.29

1 Year Target Price $38.29

Analysts Price Target For last 52 week
$38.29Target price
Low$28.54
Current$40.83
high$41.58

Analysis of Past Performance

Type Stock
Historic Profit -12%
Avg. Invested days 53
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.48B USD
Price to earnings Ratio 10.68
1Y Target Price 38.29
Price to earnings Ratio 10.68
1Y Target Price 38.29
Volume (30-day avg) 7
Beta 0.81
52 Weeks Range 28.54 - 41.58
Updated Date 06/29/2025
52 Weeks Range 28.54 - 41.58
Updated Date 06/29/2025
Dividends yield (FY) 8.23%
Basic EPS (TTM) 3.79

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) 100%

Management Effectiveness

Return on Assets (TTM) 4.12%
Return on Equity (TTM) 20.67%

Valuation

Trailing PE 10.68
Forward PE 12.72
Enterprise Value 3336260096
Price to Sales(TTM) 9.1
Enterprise Value 3336260096
Price to Sales(TTM) 9.1
Enterprise Value to Revenue 9.77
Enterprise Value to EBITDA -
Shares Outstanding 110700000
Shares Floating 90123946
Shares Outstanding 110700000
Shares Floating 90123946
Percent Insiders 1.94
Percent Institutions 41.91

Analyst Ratings

Rating 3
Target Price 38.29
Buy 1
Strong Buy 1
Buy 1
Strong Buy 1
Hold 5
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

AllianceBernstein Holding L.P.

stock logo

Company Overview

overview logo History and Background

AllianceBernstein Holding L.P. (AB) was formed in 2000 from the merger of Alliance Capital Management and Sanford C. Bernstein. It has grown to become a global investment management firm, offering a range of investment solutions for institutional and individual investors.

business area logo Core Business Areas

  • Investment Management: Offers a wide array of investment strategies across asset classes, including equities, fixed income, multi-asset, and alternatives. Provides portfolio management services to institutional and individual clients.
  • Research: Provides in-depth research and insights to support investment decisions.
  • Private Wealth Management: Offers tailored investment solutions and financial planning services to high-net-worth individuals and families.

leadership logo Leadership and Structure

Seth Bernstein is the President and CEO. The company operates under a partnership structure.

Top Products and Market Share

overview logo Key Offerings

  • Equities: AB offers various equity strategies, including growth, value, and thematic approaches. Competitors include BlackRock, Capital Group, and Fidelity. Specific market share data is not readily available without proprietary sources; however, AB is a major player in this space.
  • Fixed Income: AB provides a wide range of fixed income strategies, covering global, regional, and sector-specific mandates. Competitors include PIMCO, BlackRock, and Vanguard. Again, specific market share data requires proprietary data, but AB has a significant presence.
  • Multi-Asset Solutions: AB provides multi-asset solutions that offer balanced portfolios across different asset classes and investment strategies. Competitors include State Street and Fidelity. Once again, specific market share data is unavailable.

Market Dynamics

industry overview logo Industry Overview

The asset management industry is characterized by increasing competition, fee pressure, and a shift towards passive investing. Growth is driven by global economic expansion and rising asset values.

Positioning

AllianceBernstein is positioned as a research-driven investment manager with a focus on active management strategies. Its competitive advantages include its global reach, diverse product offerings, and proprietary research capabilities.

Total Addressable Market (TAM)

The global asset management market is valued in the trillions of dollars. AllianceBernstein is positioned to capture a share of this market by offering diverse investment strategies and solutions.

Upturn SWOT Analysis

Strengths

  • Strong brand reputation
  • Global presence
  • Diverse product offerings
  • Experienced investment professionals
  • Proprietary research capabilities

Weaknesses

  • Dependence on market performance
  • Exposure to fee compression
  • Potential for investment underperformance
  • High compensation expenses
  • Complex partnership structure

Opportunities

  • Expansion into new markets
  • Development of new investment products
  • Increased demand for alternative investments
  • Technological innovation
  • Acquisitions and partnerships

Threats

  • Market volatility
  • Increased competition
  • Regulatory changes
  • Economic downturn
  • Geopolitical risks

Competitors and Market Share

competitor logo Key Competitors

  • BlackRock (BLK)
  • PIMCO (ALL)
  • Vanguard (Private)
  • Fidelity (Private)
  • T. Rowe Price (TROW)

Competitive Landscape

AllianceBernstein competes with larger and smaller asset managers. Its success depends on investment performance, client service, and product innovation.

Growth Trajectory and Initiatives

Historical Growth: Data requires a look at the latest annual reports

Future Projections: Future projections require a look at the latest annual reports

Recent Initiatives: Data requires a look at the latest annual reports

Summary

AllianceBernstein is a global investment management firm with a strong brand and diverse product offerings. Its performance is closely tied to market conditions and its ability to attract and retain clients. Key challenges include increasing competition and fee pressure. Strategic initiatives focused on innovation and global expansion will be crucial for future growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • AllianceBernstein's Investor Relations website
  • Company filings (SEC)
  • Industry reports
  • Analyst reports

Disclaimers:

This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may vary. Financial data is for illustrative purposes.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About AllianceBernstein Holding L.P.

Exchange NYSE
Headquaters Nashville, TN, United States
IPO Launch date 1988-04-14
CEO, President & Director Mr. Seth Perry Bernstein
Sector Financial Services
Industry Asset Management
Full time employees 4341
Full time employees 4341

AllianceBernstein Holding L.P. is a publicly owned investment manager. The firm is a related adviser 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 fxed-income securities, commodities, currencies, real estate-related assets and infation-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.