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Upturn AI SWOT - About
AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
08/28/2025: 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 $41.36
1 Year Target Price $41.36
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.76% | Avg. Invested days 60 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.39B USD | Price to earnings Ratio 11.82 | 1Y Target Price 41.36 |
Price to earnings Ratio 11.82 | 1Y Target Price 41.36 | ||
Volume (30-day avg) 7 | Beta 0.81 | 52 Weeks Range 30.16 - 42.49 | Updated Date 08/28/2025 |
52 Weeks Range 30.16 - 42.49 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 8.45% | 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 11.82 | Forward PE 12.2 | Enterprise Value 3336260096 | Price to Sales(TTM) 55.71 |
Enterprise Value 3336260096 | Price to Sales(TTM) 55.71 | ||
Enterprise Value to Revenue 10.67 | Enterprise Value to EBITDA - | Shares Outstanding 110537000 | Shares Floating 109676209 |
Shares Outstanding 110537000 | Shares Floating 109676209 | ||
Percent Insiders 1.74 | 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 Management was founded in 1971, and Sanford C. Bernstein was founded in 1967. AB has grown through acquisitions and organic growth, becoming a global asset management firm.
Core Business Areas
- Investment Management: Offers a range of investment strategies across asset classes, including equities, fixed income, alternatives, and multi-asset solutions, catering to institutional and individual investors.
- Research Services: Provides investment research and insights to clients, helping them make informed investment decisions.
- Private Wealth Management: Offers wealth management services to high-net-worth individuals and families.
Leadership and Structure
Seth P. Bernstein is the President and CEO of AllianceBernstein. The organizational structure includes investment teams specialized by asset class and geographic region, supported by research and operational functions.
Top Products and Market Share
Key Offerings
- Equities: Offers a diverse range of equity strategies, including growth, value, and thematic approaches. AB does not publicly release the exact market share for its equity products. Competitors include BlackRock, Vanguard, and Fidelity.
- Fixed Income: Provides fixed-income solutions across the yield curve and credit spectrum. AB does not publicly release the exact market share for its fixed income products. Competitors include PIMCO, BlackRock, and State Street.
- Alternatives: Offers hedge funds, private equity, real estate, and other alternative investments. AB does not publicly release the exact market share for its alternative products. Competitors include Blackstone, Apollo, and The Carlyle Group.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and growing demand for passive investment strategies. Regulations and market volatility also play a significant role.
Positioning
AllianceBernstein is positioned as a global asset manager with a focus on research-driven investment strategies and client service. Its competitive advantages include its research capabilities, diverse product offerings, and global reach.
Total Addressable Market (TAM)
The global asset management market has trillions of dollars in AUM. AllianceBernstein is positioned to capture a share of this market through its various investment solutions and global presence.
Upturn SWOT Analysis
Strengths
- Strong research capabilities
- Diverse product offerings
- Global distribution network
- Experienced investment professionals
- Commitment to ESG investing
Weaknesses
- Reliance on key personnel
- Exposure to market volatility
- Fee compression in the asset management industry
- Underperformance in certain investment strategies
- Complex organizational structure
Opportunities
- Growing demand for alternative investments
- Expansion into new geographic markets
- Increased adoption of technology in asset management
- Development of new investment products
- Strategic acquisitions
Threats
- Increased competition from other asset managers
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- BLK
- V
- PGIM
- TROW
- JPM
Competitive Landscape
AllianceBernstein faces intense competition in the asset management industry. While they have a strong research focus and diverse products, larger firms like BlackRock and Vanguard have greater scale and brand recognition. AB's advantage lies in specialized strategies and client service, but they must continually innovate to maintain their competitive edge.
Major Acquisitions
CarVal Investors
- Year: 2022
- Acquisition Price (USD millions): 750
- Strategic Rationale: Expanded AB's alternatives platform with specialized private credit and distressed credit investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires access to real-time financial data sources, which is outside my capabilities.
Future Projections: Future projections require access to real-time financial data sources and analyst estimates, which is outside my capabilities.
Recent Initiatives: Recent initiatives include launching new investment products, expanding into new markets, and enhancing technology platforms. Specific details require real-time access to news and company announcements.
Summary
AllianceBernstein is a well-established global asset manager with a strong research focus and diverse product offerings. Their competitive advantage lies in specialized strategies and client service, but they face challenges related to fee compression and market volatility. Strategic acquisitions and innovation will be key to maintaining a competitive edge and driving future growth in a dynamic market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Market research reports, Industry publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate and subject to 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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