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AB 
AllianceBernstein Holding L.P. (AB)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
11/05/2025: 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 $41.14
1 Year Target Price $41.14
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.87% | Avg. Invested days 54 | 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 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.57B USD | Price to earnings Ratio 13.12 | 1Y Target Price 41.14 |
Price to earnings Ratio 13.12 | 1Y Target Price 41.14 | ||
Volume (30-day avg) 7 | Beta 0.84 | 52 Weeks Range 30.41 - 41.58 | Updated Date 11/4/2025 |
52 Weeks Range 30.41 - 41.58 | Updated Date 11/4/2025 | ||
Dividends yield (FY) 8.77% | Basic EPS (TTM) 2.99 |
Earnings Date
Report Date 2025-10-23 | When Before Market | Estimate 0.83 | Actual 0.86 |
Profitability
Profit Margin - | Operating Margin (TTM) 100% |
Management Effectiveness
Return on Assets (TTM) -3.9% | Return on Equity (TTM) 19.75% |
Valuation
Trailing PE 13.12 | Forward PE 10.18 | Enterprise Value 3336260096 | Price to Sales(TTM) 10.15 |
Enterprise Value 3336260096 | Price to Sales(TTM) 10.15 | ||
Enterprise Value to Revenue 10.02 | Enterprise Value to EBITDA - | Shares Outstanding 90993251 | Shares Floating 90157933 |
Shares Outstanding 90993251 | Shares Floating 90157933 | ||
Percent Insiders 2.07 | Percent Institutions 15.68 |
Upturn AI SWOT
AllianceBernstein Holding L.P.
Company Overview
History and Background
AllianceBernstein Holding L.P. (AB) was formed in 2000 through the merger of Alliance Capital Management and Sanford C. Bernstein. Alliance Capital was founded in 1967, while Sanford C. Bernstein was founded in 1967. The combined entity provides investment management and related services globally.
Core Business Areas
- Investment Management: Provides a range of investment strategies across asset classes (equities, fixed income, multi-asset) to institutions, individuals, and private clients.
- Research: Provides in-depth research and analysis to support investment decision-making.
- Private Wealth Management: Offers wealth management services, including financial planning, investment management, and trust and estate planning, to high-net-worth individuals and families.
- Sell-Side Services: Provides research and trading services to institutional clients.
Leadership and Structure
Seth P. Bernstein serves as the President and CEO. The firm operates under a partnership structure, with a publicly traded limited partnership (AllianceBernstein Holding L.P.) and a subsidiary, AllianceBernstein L.P., which manages the investment business. A majority interest in AllianceBernstein is owned by Equitable Holdings, Inc. (EQH).
Top Products and Market Share
Key Offerings
- Equities: Offers various equity strategies, including growth, value, and core portfolios. Competitors include BlackRock, Vanguard, and Fidelity. Hard to attribute specific market share or revenue.
- Fixed Income: Provides a range of fixed-income solutions, including government, corporate, and high-yield bonds. Competitors include PIMCO, BlackRock, and State Street. Hard to attribute specific market share or revenue.
- Multi-Asset Solutions: Offers customized solutions that combine different asset classes to meet specific investment goals. Competitors include BlackRock, State Street, and Vanguard. Hard to attribute specific market share or revenue.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and influenced by market conditions, regulatory changes, and investor preferences. Growth is driven by factors such as increasing assets under management (AUM), demand for specific investment strategies, and technological innovation.
Positioning
AllianceBernstein is a global investment management firm with a strong reputation for research-driven investment strategies. Its competitive advantages include its experienced investment professionals, diverse product offerings, and global reach.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AllianceBernstein is positioned to capture a share of this market by offering a wide range of investment solutions and targeting different client segments. Hard to quantify AB position in this TAM without detailed AUM breakdown.
Upturn SWOT Analysis
Strengths
- Strong research capabilities
- Diverse product offerings
- Global presence
- Experienced investment professionals
- Brand recognition
Weaknesses
- Dependence on market performance
- Complex partnership structure
- Fee pressure in the asset management industry
- Performance Fees are unpredictable
Opportunities
- Expanding into new markets
- Developing innovative investment strategies
- Leveraging technology to improve efficiency
- Growing demand for sustainable investing
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- BLK
- V
- GS
- MS
- JPM
- TROW
- WDR
Competitive Landscape
AllianceBernstein competes with other large asset managers on factors such as investment performance, product offerings, fees, and client service. AB has a smaller market share compared to BLK, and V. AB differentiates through its research and diverse product range.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is influenced by AUM growth, investment performance, and market conditions. More data needed.
Future Projections: Analyst estimates for future growth vary depending on market outlook and company-specific factors. More data needed.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions, and strategic partnerships. More data needed.
Summary
AllianceBernstein is a global investment firm that uses its research capability to generate alpha for its investors. It offers equity, fixed income and multi-asset products. Its complex partnership structure could be simplified. AB is positioned to capture a share of this market by offering a wide range of investment solutions and targeting different client segments. High performance fees increase revenue variability and unpredictability.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- Financial News Outlets
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change.
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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