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AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
02/24/2026: 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 $40.57
1 Year Target Price $40.57
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.54B USD | Price to earnings Ratio 12.93 | 1Y Target Price 40.57 |
Price to earnings Ratio 12.93 | 1Y Target Price 40.57 | ||
Volume (30-day avg) 7 | Beta 0.85 | 52 Weeks Range 29.69 - 43.07 | Updated Date 02/24/2026 |
52 Weeks Range 29.69 - 43.07 | Updated Date 02/24/2026 | ||
Dividends yield (FY) 8.52% | Basic EPS (TTM) 2.97 |
Earnings Date
Report Date 2026-02-05 | When - | Estimate 0.92 | Actual 0.96 |
Profitability
Profit Margin 90.11% | Operating Margin (TTM) 100% |
Management Effectiveness
Return on Assets (TTM) -3.9% | Return on Equity (TTM) 18.34% |
Valuation
Trailing PE 12.93 | Forward PE 10.18 | Enterprise Value 3336260096 | Price to Sales(TTM) 10.65 |
Enterprise Value 3336260096 | Price to Sales(TTM) 10.65 | ||
Enterprise Value to Revenue 10.02 | Enterprise Value to EBITDA - | Shares Outstanding 92284367 | Shares Floating 91428891 |
Shares Outstanding 92284367 | Shares Floating 91428891 | ||
Percent Insiders 2.3 | Percent Institutions 16.75 |
Upturn AI SWOT
AllianceBernstein Holding L.P.
Company Overview
History and Background
AllianceBernstein Holding L.P. (NYSE: AB) was formed in 2000 through the merger of Sanford C. Bernstein & Co. and Alliance Capital Management. Sanford C. Bernstein, founded in 1967, was a research-driven brokerage firm. Alliance Capital Management, established in 1971, was a global investment management firm. The combined entity aimed to leverage its strengths in research, global reach, and diverse investment strategies. Over the years, AllianceBernstein has undergone several strategic shifts, including a significant transaction in 2018 where Equitable Holdings, Inc. acquired a majority stake, leading to its delisting from the NYSE in 2019 and becoming a private entity under Equitable. However, it continues to operate under the AllianceBernstein brand.
Core Business Areas
- Investment Management: AllianceBernstein is a global investment management firm that offers a broad range of investment strategies and solutions across equities, fixed income, and alternative asset classes. This includes actively managed mutual funds, exchange-traded funds (ETFs), and institutional accounts for pension funds, endowments, foundations, and other institutional clients.
- Research Services: The firm provides institutional research services, leveraging its deep analytical capabilities to offer insights on companies, industries, and macroeconomic trends. This research underpins its investment strategies and is also offered to institutional clients.
- Private Wealth Management: Through its private client services, AllianceBernstein offers investment advisory and wealth management solutions to high-net-worth individuals and families, helping them achieve their financial goals.
Leadership and Structure
As a privately held entity under Equitable Holdings, Inc., AllianceBernstein's leadership structure reflects its integration within the parent company. The firm is managed by a dedicated leadership team responsible for its investment strategies, operations, and client services. Key executives oversee different business segments and geographic regions. The specific organizational structure emphasizes collaboration between investment teams, research analysts, and client-facing professionals.
Top Products and Market Share
Key Offerings
- Competitors: BlackRock,Vanguard,Fidelity Investments,State Street Global Advisors
- Description: AllianceBernstein offers a variety of actively managed global equity funds and strategies, focusing on different investment styles (e.g., growth, value, blended) and market capitalizations. These strategies aim to generate alpha through rigorous fundamental analysis and a global investment perspective. Competitors include BlackRock (iShares, BlackRock Funds), Vanguard (Vanguard Funds), Fidelity Investments (Fidelity Funds), and numerous other active equity managers.
- Market Share Data:
- Product Name 1: Global Equities Strategies
- Revenue Data:
- Competitors: PIMCO,BlackRock,Vanguard,Fidelity Investments,DoubleLine Capital
- Description: The firm provides a diverse range of fixed income solutions, including core bonds, credit strategies (e.g., high yield, emerging market debt), and municipal bonds. These strategies cater to both institutional and retail investors seeking income generation and capital preservation. Competitors are broadly similar to equity managers but also include specialized fixed income houses like PIMCO and DoubleLine Capital.
- Market Share Data:
- Product Name 2: Fixed Income Strategies
- Revenue Data:
- Competitors: BlackRock,Vanguard,Fidelity Investments,State Street Global Advisors
- Description: AllianceBernstein develops and manages multi-asset portfolios that aim to provide diversification and risk management across various asset classes. These solutions are designed to meet specific client objectives, such as retirement income or capital appreciation. Competitors include all major diversified asset managers.
- Market Share Data:
- Product Name 3: Multi-Asset Solutions
- Revenue Data:
Market Dynamics
Industry Overview
The global asset management industry is highly competitive and subject to significant inflows and outflows of capital based on market performance and investor sentiment. Key trends include a continued shift towards passive investing (ETFs and index funds), increasing demand for ESG (Environmental, Social, and Governance) integrated strategies, fee compression, and the growing importance of technology and data analytics. Institutional investors are increasingly focused on customized solutions and robust risk management.
Positioning
AllianceBernstein is positioned as a global, research-driven asset manager with a strong emphasis on active management and differentiated investment strategies. Its strengths lie in its analytical capabilities, global reach, and long-standing relationships with institutional clients. The firm aims to differentiate itself through its intellectual capital and its ability to deliver alpha in complex market environments. Its integration with Equitable Holdings provides a significant distribution channel and financial backing.
Total Addressable Market (TAM)
The global asset management market is vast, estimated in the trillions of dollars. The TAM for investment management services is continuously growing due to global wealth creation, demographic trends (e.g., aging populations needing retirement solutions), and increasing institutional asset allocation. AllianceBernstein, as a significant player, competes for a substantial portion of this TAM, particularly within the actively managed segment and with institutional mandates. Its positioning allows it to target a broad spectrum of investors, from retail to sophisticated institutional allocators.
Upturn SWOT Analysis
Strengths
- Strong research capabilities and a history of analytical rigor.
- Global presence and a diverse range of investment strategies.
- Established relationships with institutional clients.
- Brand recognition and a long track record in the industry.
- Financial backing and distribution support from Equitable Holdings.
Weaknesses
- Historically, faced challenges in attracting significant retail inflows compared to some competitors.
- Reliance on active management, which has faced headwinds from the growth of passive investing.
- As a private entity, less public visibility compared to publicly traded asset managers.
- Potential for fee pressure across all product lines.
Opportunities
- Growing demand for ESG and sustainable investment solutions.
- Expansion in alternative asset classes and private markets.
- Leveraging technology and data analytics to enhance investment processes and client engagement.
- Further integration and cross-selling opportunities with Equitable Holdings.
- Capitalizing on market volatility to demonstrate active management's value.
Threats
- Continued growth of passive investing and its impact on active management fees and AUM.
- Intensifying competition from both established players and new entrants.
- Regulatory changes impacting the asset management industry.
- Economic downturns and market corrections leading to significant asset outflows.
- Technological disruption from fintech companies.
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard Group
- Fidelity Investments
- State Street Global Advisors (STT)
Competitive Landscape
AllianceBernstein operates in a highly competitive landscape dominated by large, diversified asset managers. Its competitive advantages lie in its deep research capabilities and active management expertise, which can differentiate it from passive providers. However, it faces significant pressure on fees and the ongoing challenge of demonstrating alpha. Its integration with Equitable Holdings provides a unique advantage in terms of distribution and financial stability, allowing it to compete more effectively against larger standalone asset managers.
Growth Trajectory and Initiatives
Historical Growth: Historically, AllianceBernstein experienced growth driven by strong performance in its investment strategies and expanding institutional client base. Its evolution from the merger of Sanford C. Bernstein and Alliance Capital laid a foundation for diversified growth. Post-acquisition by Equitable Holdings, its growth trajectory is now intrinsically linked to Equitable's strategy, focusing on leveraging its asset management capabilities within a broader financial services ecosystem.
Future Projections: Future projections for AllianceBernstein are largely dependent on Equitable Holdings' strategic plans. Key areas for growth are expected to be in areas of increasing investor demand such as sustainable investing, private markets, and customized solutions for institutional clients. Continued AUM growth and effective management of expenses will be critical.
Recent Initiatives: Recent initiatives have focused on enhancing its capabilities in areas like ESG investing, digital transformation, and product development to meet evolving client needs. The integration with Equitable Holdings has likely led to initiatives aimed at synergistic growth and improved operational efficiency.
Summary
AllianceBernstein is a well-established global asset manager with strong research roots, now operating as a private entity under Equitable Holdings. Its core strength lies in active management across equities and fixed income, serving institutional and high-net-worth clients. While facing intense competition and the secular shift towards passive investing, its strategic partnership with Equitable Holdings offers significant distribution and financial advantages. Future success hinges on its ability to innovate in areas like ESG, alternative assets, and digital solutions while continuing to deliver superior investment performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Equitable Holdings, Inc. (EQH) Investor Relations Filings (10-K, 10-Q)
- Industry research reports on asset management.
- Financial news outlets and reputable financial data providers.
- AllianceBernstein's official website (historical information and general company overview).
Disclaimers:
This JSON output is an analytical overview and does not constitute investment advice. Financial data and market share figures are estimates and subject to change. Due diligence is recommended before making any investment decisions. The market share comparison for AllianceBernstein is based on its AUM relative to major competitors and may not reflect its precise share of all managed assets globally.
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 & Director Mr. Seth Perry Bernstein | ||
Sector Financial Services | Industry Asset Management | Full time employees 4468 | |
Full time employees 4468 | |||
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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