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AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
12/10/2025: AB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $41.43
1 Year Target Price $41.43
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.63% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/10/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.49B USD | Price to earnings Ratio 13.44 | 1Y Target Price 41.43 |
Price to earnings Ratio 13.44 | 1Y Target Price 41.43 | ||
Volume (30-day avg) 7 | Beta 0.84 | 52 Weeks Range 30.41 - 42.80 | Updated Date 12/9/2025 |
52 Weeks Range 30.41 - 42.80 | Updated Date 12/9/2025 | ||
Dividends yield (FY) 8.29% | 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 13.44 | Forward PE 11.35 | Enterprise Value 3336260096 | Price to Sales(TTM) 10.15 |
Enterprise Value 3336260096 | Price to Sales(TTM) 10.15 | ||
Enterprise Value to Revenue 10.6 | Enterprise Value to EBITDA - | Shares Outstanding 90993251 | Shares Floating 90121536 |
Shares Outstanding 90993251 | Shares Floating 90121536 | ||
Percent Insiders 2.14 | Percent Institutions 16.01 |
Upturn AI SWOT
AllianceBernstein Holding L.P.
Company Overview
History and Background
AllianceBernstein Holding L.P. (AB) was founded in 1967. It evolved from the investment management firm Bernstein-Macfadden, later becoming Alliance Capital Management and eventually AllianceBernstein. A significant milestone was its acquisition by AXA in 2000, and a subsequent reverse merger in 2021 where it became a publicly traded entity again. It is a global investment management firm offering a wide range of investment solutions.
Core Business Areas
- Equities: Management of equity portfolios across various styles and market capitalizations, serving institutional and retail clients.
- Fixed Income: Investment strategies focused on diverse fixed-income securities, including government bonds, corporate bonds, and emerging market debt.
- Multi-Asset Solutions: Creation of diversified portfolios that combine different asset classes to meet specific client objectives and risk tolerances.
- Private Investments: Management of alternative investment strategies such as private equity and private credit for sophisticated investors.
- Retail and Individual Investors: Providing investment products and advisory services to individual investors through various channels, including retirement plans and wealth management platforms.
Leadership and Structure
AllianceBernstein Holding L.P. is led by its President and Chief Executive Officer, and a Board of Directors. The company operates through various investment divisions and global offices, with a decentralized investment team structure allowing portfolio managers significant autonomy.
Top Products and Market Share
Key Offerings
- AB Global Equity Strategy: A flagship global equity strategy focusing on growth-oriented companies. Market share data is not publicly granularly available for specific strategies. Competitors include BlackRock, Vanguard, Fidelity, and other large asset managers with global equity funds.
- AB High Income Fund: A mutual fund focused on generating income through investments in high-yield corporate bonds. Competitors include PIMCO, DoubleLine Capital, and other specialized fixed-income managers.
- AB Bernstein Premium Yield Fund: Another income-focused fund that invests in various debt instruments, aiming for attractive yields. Competitors are similar to the High Income Fund.
- AB Equities: A broad range of actively managed equity strategies catering to different investment styles and market caps. Competitors are numerous, including firms like Capital Group, T. Rowe Price, and OppenheimerFunds.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and globalized, characterized by increasing demand for passive investment products (ETFs and index funds), a growing emphasis on ESG (Environmental, Social, and Governance) investing, and fee compression due to intense competition. Technology and data analytics are also playing a more significant role in investment decision-making and client servicing.
Positioning
AllianceBernstein Holding L.P. positions itself as a provider of high-conviction, actively managed investment solutions for both institutional and retail clients. Its competitive advantages include its long history of investment expertise, global reach, strong research capabilities, and a diversified product offering. However, like many active managers, it faces pressure from lower-cost passive alternatives.
Total Addressable Market (TAM)
The global asset management market is valued in the trillions of dollars, with significant portions allocated to equities, fixed income, and alternative investments. AllianceBernstein Holding L.P. competes for a share of this vast market, focusing on areas where its active management expertise can add value. Its positioning is within the active management segment of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation in investment management.
- Global presence and diversified client base (institutional and retail).
- Deep investment research capabilities and experienced portfolio management teams.
- Broad range of investment strategies across asset classes.
- Established relationships with financial advisors and distributors.
Weaknesses
- Performance challenges in certain active management strategies relative to passive benchmarks.
- Higher fee structures compared to passive investment options.
- Dependence on market performance for asset growth.
- Potential for brand perception to be influenced by market downturns.
Opportunities
- Growing demand for ESG-integrated investment solutions.
- Expansion into emerging markets and alternative asset classes.
- Leveraging technology and data analytics to enhance investment processes and client engagement.
- Strategic partnerships and acquisitions to broaden product offerings or market reach.
- Increasing need for sophisticated retirement solutions.
Threats
- Continued shift from active to passive investing.
- Intensifying competition from both traditional asset managers and new fintech entrants.
- Regulatory changes impacting the financial services industry.
- Geopolitical and macroeconomic instability affecting investment returns.
- Cybersecurity risks and data privacy concerns.
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard Group
- Fidelity Investments
- Capital Group
- T. Rowe Price Group (TROW)
Competitive Landscape
AllianceBernstein Holding L.P. faces intense competition from large, diversified asset managers and a growing number of specialized firms. Its advantages lie in its active management heritage and research depth. However, it must contend with the increasing popularity and lower costs of passive investments, as well as the need to innovate and adapt to evolving investor preferences, such as ESG integration.
Growth Trajectory and Initiatives
Historical Growth: AllianceBernstein Holding L.P. 's historical growth has been influenced by market cycles, organic asset growth through product innovation and sales, and strategic acquisitions. Growth in AUM is a key driver of revenue and profitability. The company has navigated periods of both robust expansion and market correction.
Future Projections: Future growth is expected to be driven by its ability to attract and retain assets under management, particularly in higher-growth areas like alternative investments and sustainable investing. Analyst projections typically consider market outlook, industry trends, and the company's strategic initiatives. Continued innovation in product development and distribution is crucial.
Recent Initiatives: Recent initiatives likely focus on enhancing its offerings in areas like ESG investing, expanding its presence in key global markets, leveraging technology for client solutions, and potentially exploring strategic partnerships or acquisitions to strengthen its competitive position and diversify its revenue streams.
Summary
AllianceBernstein Holding L.P. is a well-established global asset manager with a strong history of investment expertise. Its core strengths lie in its research capabilities and diversified product offerings, serving both institutional and retail clients. However, the company faces significant headwinds from the ongoing shift towards passive investing and fee compression. To thrive, AB must continue to innovate in areas like ESG, leverage technology effectively, and potentially explore strategic acquisitions to maintain its competitive edge in a dynamic market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Annual Reports (SEC Filings)
- Industry Analysis Reports
- Financial News and Data Providers (e.g., Bloomberg, Refinitiv)
- Investor Relations Websites
Disclaimers:
This JSON output is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary depending on the source and methodology. Past performance is not indicative of future results. 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, 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 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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