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AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
01/09/2026: AB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $41.57
1 Year Target Price $41.57
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.13% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.24B USD | Price to earnings Ratio 12.72 | 1Y Target Price 41.57 |
Price to earnings Ratio 12.72 | 1Y Target Price 41.57 | ||
Volume (30-day avg) 7 | Beta 0.84 | 52 Weeks Range 30.41 - 42.80 | Updated Date 01/8/2026 |
52 Weeks Range 30.41 - 42.80 | Updated Date 01/8/2026 | ||
Dividends yield (FY) 8.91% | Basic EPS (TTM) 3.02 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) 100% |
Management Effectiveness
Return on Assets (TTM) -3.9% | Return on Equity (TTM) 19.75% |
Valuation
Trailing PE 12.72 | Forward PE 10.56 | Enterprise Value 3336260096 | Price to Sales(TTM) 10.15 |
Enterprise Value 3336260096 | Price to Sales(TTM) 10.15 | ||
Enterprise Value to Revenue 9.86 | Enterprise Value to EBITDA - | Shares Outstanding 90993251 | Shares Floating 90124265 |
Shares Outstanding 90993251 | Shares Floating 90124265 | ||
Percent Insiders 2.05 | Percent Institutions 16.01 |
Upturn AI SWOT
AllianceBernstein Holding L.P.
Company Overview
History and Background
AllianceBernstein Holding L.P. (AB) was formed in 1987 as a joint venture between Equitable Companies and the asset management firm Alliance Capital. It was later rebranded as AllianceBernstein in 2000. A significant milestone was the acquisition of Sanford C. Bernstein & Co. in 2000, which brought research capabilities to the firm. In 2018, Equitable Holdings acquired a controlling stake in AB. AB has evolved into a global investment management firm providing a wide range of investment solutions to institutional and individual clients.
Core Business Areas
- Equities: Management of various equity strategies, including growth, value, and income, across different market capitalizations and geographies for institutional and retail investors.
- Fixed Income: Offering a diverse suite of fixed income strategies, such as core bonds, high-yield, emerging markets debt, and municipal bonds, catering to a broad spectrum of client needs.
- Multi-Asset Solutions: Creation and management of integrated portfolios that combine different asset classes to meet specific client objectives, risk tolerances, and time horizons.
- Private Investments: Providing access to private equity, private credit, and real assets through specialized funds and tailored solutions for sophisticated investors.
- Research and Analytics: Leveraging proprietary research capabilities and data analytics to inform investment decisions and provide insights to clients.
Leadership and Structure
AllianceBernstein Holding L.P. is a publicly traded partnership. The company is led by a senior management team, including a CEO and heads of various business segments. Its organizational structure is designed to support its global operations and diverse product offerings, with teams focused on investment management, research, sales, client service, and operations. Equitable Holdings, Inc. is the majority owner.
Top Products and Market Share
Key Offerings
- Market Share:
- Product Name 1: Global Equities. Description: AB offers a range of global equity strategies aiming to outperform benchmarks through fundamental research and active management. Competitors include BlackRock, Vanguard, and Fidelity.
- Market Share:
- Product Name 2: Fixed Income Portfolios. Description: AB provides diversified fixed income solutions, including core U.S. bonds, emerging market debt, and corporate credit. Competitors include PIMCO, BlackRock, and Vanguard.
- Market Share:
- Product Name 3: Sustainable Investments. Description: AB has a growing focus on Environmental, Social, and Governance (ESG) integrated strategies across its asset classes. Competitors include large asset managers with dedicated ESG offerings.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and subject to significant regulatory oversight. Key trends include the shift towards passive investing, increasing demand for ESG-focused products, the rise of alternative investments, and the ongoing consolidation within the industry. Technological advancements are also playing a crucial role in operational efficiency and client engagement.
Positioning
AllianceBernstein is positioned as a global investment solutions provider with a strong emphasis on research-driven active management. Its competitive advantages lie in its broad range of investment capabilities, its global reach, and its long-standing client relationships. The firm aims to differentiate itself through its deep investment expertise and commitment to client outcomes. However, like many active managers, it faces pressure from lower-cost passive investment options.
Total Addressable Market (TAM)
The global asset management market is in the trillions of dollars, encompassing all forms of investment vehicles and client types. AllianceBernstein's TAM is significant, as it targets institutional investors (pension funds, endowments, sovereign wealth funds) and retail investors globally. Its positioning within this TAM is as a provider of active management and specialized solutions, competing for a share of the assets allocated to these segments.
Upturn SWOT Analysis
Strengths
- Strong global presence and distribution network.
- Deep expertise in active management and research.
- Diverse product suite across asset classes.
- Established relationships with institutional clients.
- Commitment to sustainable investing principles.
Weaknesses
- Reliance on active management, which faces competition from passive funds.
- Brand recognition may be less prominent than some larger competitors.
- Potential challenges in adapting quickly to disruptive technological changes.
- Subject to market volatility impacting AUM and fees.
Opportunities
- Growing demand for ESG and sustainable investment products.
- Expansion into emerging markets and new client segments.
- Leveraging technology for enhanced client experience and operational efficiency.
- Strategic partnerships and potential acquisitions to broaden capabilities.
- Increasing need for sophisticated multi-asset solutions.
Threats
- Intensifying competition from passive investment providers and fintech firms.
- Sustained low interest rate environment impacting fixed income returns.
- Regulatory changes and increased compliance costs.
- Economic downturns and market volatility leading to asset outflows.
- Talent retention in a competitive industry.
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard Group
- Fidelity Investments
- State Street Corporation (STT)
Competitive Landscape
AllianceBernstein holds a significant position in the asset management industry but faces intense competition from larger, diversified players like BlackRock and Vanguard, as well as specialized firms. Its advantage lies in its active management expertise and research capabilities, while its disadvantage might be in scale and the cost-competitiveness of passive strategies. The landscape is characterized by a constant drive for innovation, client service excellence, and cost efficiency.
Major Acquisitions
Sanford C. Bernstein & Co.
- Year: 2000
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance research capabilities and broaden its investment offerings.
Growth Trajectory and Initiatives
Historical Growth: AllianceBernstein has demonstrated historical growth primarily through increases in Assets Under Management (AUM), driven by market appreciation and net client inflows. The company has also expanded its product offerings and global reach over the years.
Future Projections: Future growth projections for AllianceBernstein are expected to be driven by continued expansion in its core investment management business, particularly in areas like sustainable investing and private markets. Analyst estimates typically focus on AUM growth, revenue expansion, and profitability margins. Projections are subject to market conditions and competitive pressures.
Recent Initiatives: Recent initiatives at AllianceBernstein have likely focused on enhancing its capabilities in sustainable investing, digital transformation to improve client experience, and potentially expanding its offerings in alternative asset classes to meet evolving investor demands. Strategic partnerships and acquisitions may also be part of its growth strategy.
Summary
AllianceBernstein Holding L.P. is a well-established global investment management firm with a strong focus on active management and research. Its diverse product offerings and established client base are key strengths. However, the firm faces significant competition from passive investment giants and must continually innovate in areas like sustainable investing and digital solutions to maintain its competitive edge and drive future growth. Navigating market volatility and regulatory changes will be crucial for its continued success.
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Sources and Disclaimers
Data Sources:
- AllianceBernstein Holding L.P. official investor relations website
- Equitable Holdings, Inc. financial reports
- Reputable financial news outlets and industry analysis reports
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data and financial projections are estimates and are subject to change. Investors should conduct their own due diligence before making any investment decisions.
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.
About AllianceBernstein Holding L.P.
Exchange NYSE | Headquaters Nashville, TN, United States | ||
IPO Launch date 1988-04-14 | CEO - | ||
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 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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