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Upturn AI SWOT - About
AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
07/02/2025: 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 $38.29
1 Year Target Price $38.29
| 1 | Strong Buy |
| 1 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.12% | Avg. Invested days 53 | 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 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.52B USD | Price to earnings Ratio 10.79 | 1Y Target Price 38.29 |
Price to earnings Ratio 10.79 | 1Y Target Price 38.29 | ||
Volume (30-day avg) 7 | Beta 0.81 | 52 Weeks Range 28.54 - 41.58 | Updated Date 07/1/2025 |
52 Weeks Range 28.54 - 41.58 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 8.16% | Basic EPS (TTM) 3.75 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) 100% |
Management Effectiveness
Return on Assets (TTM) 4.12% | Return on Equity (TTM) 20.67% |
Valuation
Trailing PE 10.79 | Forward PE 12.84 | Enterprise Value 3336260096 | Price to Sales(TTM) 9.1 |
Enterprise Value 3336260096 | Price to Sales(TTM) 9.1 | ||
Enterprise Value to Revenue 9.86 | Enterprise Value to EBITDA - | Shares Outstanding 110700000 | Shares Floating 90123946 |
Shares Outstanding 110700000 | Shares Floating 90123946 | ||
Percent Insiders 1.94 | Percent Institutions 41.91 |
Upturn AI SWOT
AllianceBernstein Holding L.P.
Company Overview
History and Background
AllianceBernstein Holding L.P. (AB) was formed in 2000 from the merger of Alliance Capital Management and Sanford C. Bernstein. It has grown to become a global investment management firm, offering a range of investment solutions for institutional and individual investors.
Core Business Areas
- Investment Management: Offers a wide array of investment strategies across asset classes, including equities, fixed income, multi-asset, and alternatives. Provides portfolio management services to institutional and individual clients.
- Research: Provides in-depth research and insights to support investment decisions.
- Private Wealth Management: Offers tailored investment solutions and financial planning services to high-net-worth individuals and families.
Leadership and Structure
Seth Bernstein is the President and CEO. The company operates under a partnership structure.
Top Products and Market Share
Key Offerings
- Equities: AB offers various equity strategies, including growth, value, and thematic approaches. Competitors include BlackRock, Capital Group, and Fidelity. Specific market share data is not readily available without proprietary sources; however, AB is a major player in this space.
- Fixed Income: AB provides a wide range of fixed income strategies, covering global, regional, and sector-specific mandates. Competitors include PIMCO, BlackRock, and Vanguard. Again, specific market share data requires proprietary data, but AB has a significant presence.
- Multi-Asset Solutions: AB provides multi-asset solutions that offer balanced portfolios across different asset classes and investment strategies. Competitors include State Street and Fidelity. Once again, specific market share data is unavailable.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee pressure, and a shift towards passive investing. Growth is driven by global economic expansion and rising asset values.
Positioning
AllianceBernstein is positioned as a research-driven investment manager with a focus on active management strategies. Its competitive advantages include its global reach, diverse product offerings, and proprietary research capabilities.
Total Addressable Market (TAM)
The global asset management market is valued in the trillions of dollars. AllianceBernstein is positioned to capture a share of this market by offering diverse investment strategies and solutions.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diverse product offerings
- Experienced investment professionals
- Proprietary research capabilities
Weaknesses
- Dependence on market performance
- Exposure to fee compression
- Potential for investment underperformance
- High compensation expenses
- Complex partnership structure
Opportunities
- Expansion into new markets
- Development of new investment products
- Increased demand for alternative investments
- Technological innovation
- Acquisitions and partnerships
Threats
- Market volatility
- Increased competition
- Regulatory changes
- Economic downturn
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- PIMCO (ALL)
- Vanguard (Private)
- Fidelity (Private)
- T. Rowe Price (TROW)
Competitive Landscape
AllianceBernstein competes with larger and smaller asset managers. Its success depends on investment performance, client service, and product innovation.
Growth Trajectory and Initiatives
Historical Growth: Data requires a look at the latest annual reports
Future Projections: Future projections require a look at the latest annual reports
Recent Initiatives: Data requires a look at the latest annual reports
Summary
AllianceBernstein is a global investment management firm with a strong brand and diverse product offerings. Its performance is closely tied to market conditions and its ability to attract and retain clients. Key challenges include increasing competition and fee pressure. Strategic initiatives focused on innovation and global expansion will be crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AllianceBernstein's Investor Relations website
- Company filings (SEC)
- Industry reports
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may vary. Financial data is for illustrative purposes.
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 is a related adviser 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 fxed-income securities, commodities, currencies, real estate-related assets and infation-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.
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