We rank companies based on fund manager, research analyst and news sentiment
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AllianceBernstein
AB

$33.15
0.18%
 

About: AllianceBernstein provides investment management services to institutional (43% of assets under management), retail (40%), and private (17%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. At the end of January 2024, AB had $726 billion in managed assets, composed primarily of fixed-income (39% of AUM) and equity (43%) strategies, with other investments (made up of asset allocation services and certain other alternative investments) accounting for the remainder. The company also provides sell-side research and brokerage services through its Sanford Bernstein subsidiary (which has been put in available-for-sale status following the joint venture agreement with Societe Generale).

Employees: 4,707

0
Funds holding %
of 6,474 funds
Analysts bullish %
0
News positive %
of 11 articles

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

45% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $8.49M

19% more capital invested

Capital invested by funds: $572M [Q3] → $682M (+$109M) [Q4]

3.02% more ownership

Funds ownership: 16.61% [Q3] → 19.63% (+3.02%) [Q4]

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

3% less funds holding

Funds holding: 227 [Q3] → 220 (-7) [Q4]

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$36
9%
upside
Avg. target
$37
12%
upside
High target
$38
15%
upside

2 analyst ratings

positive
100%
neutral
0%
negative
0%
Evercore ISI Group
John Dunn
15%upside
$38
Outperform
Maintained
8 Mar 2024
TD Cowen
Bill Katz
9%upside
$36
Outperform
Initiated
4 Jan 2024

Financial journalist opinion

Based on 11 articles about AB published over the past 30 days