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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
11/06/2026: AB (1-star) is currently NOT-A-BUY. Pass it for now.
AllianceBernstein Holding L.P. is a prominent global investment management firm known for its research-driven active management strategies. The company benefits from a diversified revenue stream across institutional and wealth management channels, with a long-term history of providing steady dividend income to unit holders. Its primary growth story revolves around scaling alternative asset capabilities, such as private credit, to offset industry-wide fee compression. However, the firm faces risks from market volatility and the persistent shift toward passive investing. The stock may best suit income-focused investors looking for yield, provided they monitor the company's ability to adapt to changing market fee structures and maintain net asset growth.
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 is a mature financial firm with moderate growth prospects rather than a high-growth tech-style trajectory. |
| Momentum investor | Mixed fit | This is a cyclical stock; momentum investors should wait for positive market trends that correlate with increased AUM and fee growth. |
| Value investor | Strong fit | The stock often trades at reasonable valuation multiples relative to its earnings and steady cash flow profile. |
| Dividend investor | Strong fit | The company’s structure as a partnership results in high, consistent dividend payouts that appeal to income-focused investors. |
| Low-risk investor | Mixed fit | While income is steady, the unit price remains exposed to broader financial market volatility and equity market drawdowns. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is highly sensitive to the broader equity and bond market cycles. |
| Valuation risk | Medium | Market sentiment toward asset managers can cause price-to-earnings multiples to compress quickly. |
| Competition risk (passive investing) | High | The continued shift of capital toward low-fee, passive index funds challenges active managers' fee structures. |
| Business quality | Strong | AB has an established brand and a defensible, research-intensive business model. |
| Dividend income | Strong | The firm has a long-term commitment to returning significant portions of cash flow to unit holders. |
| Execution risk | Medium | Successful growth depends on management's ability to scale private market strategies and retain key investment talent. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit -18.68% | 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 11/06/2026 |
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 3.20B USD | Price to earnings Ratio 10.36 | 1Y Target Price 36.71 |
Price to earnings Ratio 10.36 | 1Y Target Price 36.71 | ||
Volume (30-day avg) 282.0K shares | Beta 0.7 | 52 Weeks Range 33.05 - 40.20 | Updated Date 11/06/2026 |
52 Weeks Range 33.05 - 40.20 | Updated Date 11/06/2026 | ||
Dividends yield (FY) 9.89% | Basic EPS (TTM) 3.37 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees charged on AUM for institutional, retail, and private wealth clients. | The company earns money primarily by taking a small percentage of the assets they manage for clients. |
| Bernstein Research Services | Subscription-based fundamental research and advisory services. | They sell expert financial insights and research to large professional investors. |
| Geography (Global) | Operations spanning the Americas, EMEA, and Asia-Pacific. | The company’s earnings are global, providing diversification but also exposure to international economic risks. |
Earnings Date
Report Date 2026-10-27 | When Before Market | Estimate 0.86 | Actual 0.88 |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -3.9% | Return on Equity (TTM) 19.37% |
Valuation
Trailing PE 10.36 | Forward PE 9.15 | Enterprise Value 3.34B | Price to Sales(TTM) 9.45 |
Enterprise Value 3.34B | Price to Sales(TTM) 9.45 | ||
Enterprise Value to Revenue 9.41 | Enterprise Value to EBITDA - | Shares Outstanding 91.83M | Shares Floating 91.18M |
Shares Outstanding 91.83M | Shares Floating 91.18M | ||
Percent Insiders 2.08 | Percent Institutions 13.52 |
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.
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