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Upturn AI SWOT - About
AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
09/17/2025: 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 $40.93
1 Year Target Price $40.93
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.75% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.22B USD | Price to earnings Ratio 11.35 | 1Y Target Price 40.93 |
Price to earnings Ratio 11.35 | 1Y Target Price 40.93 | ||
Volume (30-day avg) 7 | Beta 0.83 | 52 Weeks Range 31.07 - 42.49 | Updated Date 09/16/2025 |
52 Weeks Range 31.07 - 42.49 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 8.91% | Basic EPS (TTM) 3.36 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 478.13% | Operating Margin (TTM) 100% |
Management Effectiveness
Return on Assets (TTM) 4.12% | Return on Equity (TTM) 18.54% |
Valuation
Trailing PE 11.35 | Forward PE 10.28 | Enterprise Value 3336260096 | Price to Sales(TTM) 53.49 |
Enterprise Value 3336260096 | Price to Sales(TTM) 53.49 | ||
Enterprise Value to Revenue 10.12 | Enterprise Value to EBITDA - | Shares Outstanding 110537000 | Shares Floating 109678420 |
Shares Outstanding 110537000 | Shares Floating 109678420 | ||
Percent Insiders 1.72 | Percent Institutions 12.66 |
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 1971, while Sanford C. Bernstein was established in 1967. The company has evolved into a global investment management firm.
Core Business Areas
- Investment Management: Provides investment solutions for institutional and individual investors across various asset classes, including equities, fixed income, alternatives, and multi-asset strategies.
- Research: Generates research and insights to support investment decisions.
- Private Wealth Management: Offers wealth management services to high-net-worth individuals and families.
Leadership and Structure
Seth Bernstein is the President and CEO. The organizational structure includes various investment teams and support functions, operating under a partnership structure.
Top Products and Market Share
Key Offerings
- Equities: Offers a range of equity investment strategies. Market share is competitive within the global equity market, facing competitors like BlackRock and Vanguard. Revenue not publicly broken down by specific equity product.
- Fixed Income: Provides fixed income investment solutions. Market share competes with firms like PIMCO and BlackRock. Revenue not publicly broken down by specific fixed income product.
- Alternatives: Offers alternative investment strategies, including hedge funds, private equity, and real estate. Competitors include Blackstone and Apollo Global Management. Revenue not publicly broken down by specific alternative products.
Market Dynamics
Industry Overview
The investment management industry is characterized by increasing competition, fee pressure, and the growing importance of passive investing. Technological advancements and regulatory changes are also shaping the industry.
Positioning
AllianceBernstein positions itself as a research-driven investment manager offering a diverse range of strategies. Its competitive advantages include its research capabilities and global reach.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AllianceBernstein's TAM is substantial, representing the total amount of assets under management across various institutional and retail investors. The company's positioning allows it to capture a portion of this large market.
Upturn SWOT Analysis
Strengths
- Strong research capabilities
- Global presence
- Diverse product offerings
- Experienced management team
Weaknesses
- Performance fluctuations
- Fee pressure
- Dependence on key personnel
- Complex organizational structure
Opportunities
- Expanding into new markets
- Developing new investment strategies
- Acquiring smaller firms
- Increasing focus on ESG investing
Threats
- Market volatility
- Increased competition
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- BLK
- PIMCO
- TROW
- IVZ
Competitive Landscape
AllianceBernstein competes with larger asset managers like BlackRock and PIMCO. Its advantages include its research capabilities and a diverse range of investment strategies. Disadvantages include a slightly smaller scale than some of its larger competitors.
Major Acquisitions
CarVal Investors
- Year: 2022
- Acquisition Price (USD millions): 750
- Strategic Rationale: Expanded AB's alternative investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been steady, driven by both organic growth and acquisitions.
Future Projections: Future growth is expected to be moderate, with analysts projecting continued increases in revenue and earnings.
Recent Initiatives: Recent initiatives include expanding into new markets and launching new investment strategies, including sustainable and ESG focused funds.
Summary
AllianceBernstein is a well-established investment management firm with strong research capabilities and a diverse range of offerings. While facing competitive pressures, the company has demonstrated steady growth and consistent dividend payouts. Key strengths include their global presence and experienced management team. Keeping an eye on market volatilities and fee compression will be crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Market Data Providers (e.g., Bloomberg)
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Market share figures are estimates and may vary depending on the source.
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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