AllianceBernstein
About: AllianceBernstein provides investment management services to institutional (42% of assets under management), retail (41%), and private (17%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. At the end of October 2024, AB had $793 billion in managed assets, composed primarily of fixed-income (37% of AUM) and equity (42%) strategies, with other investments (made up of asset allocation services and certain other alternative investments) accounting for the remainder.
Employees: 4,341
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 18
124% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $5.75M
113% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 48
45% more capital invested
Capital invested by funds: $795M [Q3] → $1.15B (+$358M) [Q4]
11% more funds holding
Funds holding: 258 [Q3] → 287 (+29) [Q4]
3.02% more ownership
Funds ownership: 19.53% [Q3] → 22.55% (+3.02%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$34
14%
downside
Avg. target
$37
7%
downside
High target
$38
4%
downside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
Barclays Benjamin Budish 66% 1-year accuracy 88 / 133 met price target | 6%downside $37 | Equal-Weight Maintained | 25 Apr 2025 |
Evercore ISI Group John Dunn 61% 1-year accuracy 11 / 18 met price target | 4%downside $38 | Outperform Maintained | 11 Apr 2025 |
TD Cowen Bill Katz 66% 1-year accuracy 21 / 32 met price target | 14%downside $34 | Hold Maintained | 9 Apr 2025 |
B of A Securities Craig Siegenthaler 62% 1-year accuracy 21 / 34 met price target | 4%downside $38 | Neutral Downgraded | 3 Apr 2025 |
Financial journalist opinion
Based on 8 articles about AB published over the past 30 days
Neutral
Seeking Alpha
6 days ago
AllianceBernstein Holding L.P. Limited Partnership Units (AB) Q1 2025 Earnings Call Transcript
AllianceBernstein Holding L.P. Limited Partnership Units (NYSE:AB ) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Ioanis Jorgali - VP, IR Seth Bernstein - President and CEO Tom Simeone - CFO Onur Erzan - Head, Global Client Group and Private Wealth Conference Call Participants Alex Blostein - Goldman Sachs Craig Siegenthaler - Bank of America Bill Katz - TD Cowen Ben Budish - Barclays Dan Fannon - Jefferies John Dunn - Evercore ISI Operator Thank you for standing by and welcome to the AllianceBernstein's First Quarter 2025 Earnings Review.
Neutral
PRNewsWire
6 days ago
ALLIANCEBERNSTEIN HOLDING L.P. ANNOUNCES FIRST QUARTER RESULTS
GAAP Net Income of $0.67 per Unit Adjusted Net Income of $0.80 per Unit Cash Distribution of $0.80 per Unit NASHVILLE, Tenn. , April 24, 2025 /PRNewswire/ -- AllianceBernstein L.P.
Positive
Seeking Alpha
1 week ago
AllianceBernstein: High Distribution Yield With Growth Outlook
AllianceBernstein Holding L.P. (AB) has a high distribution yield, with tax advantaged limited partner structure. The company is expanding through private markets, international opportunities, and capturing growth in high-fee segments, driving AUM and fee base growth. Risks include market volatility from political factors and potential trade barriers with China, but the overall outlook remains positive with strong growth strategies.
Neutral
PRNewsWire
3 weeks ago
AB Announces March 31, 2025 Assets Under Management
NASHVILLE, Tenn. , April 9, 2025 /PRNewswire/ -- AllianceBernstein L.P.
Negative
24/7 Wall Street
3 weeks ago
These 5 Insiders Are Buying During Market Chaos
Market volatility has spiked since the beginning of April, due largely to uncertainty about inflation, interest rates, upcoming quarterly reports, and mostly the impact of tariffs and a global trade war on the U.S.
Neutral
PRNewsWire
3 weeks ago
AB to Report First Quarter 2025 Results on April 24, 2025
NASHVILLE, Tenn. , April 7, 2025 /PRNewswire/ -- AllianceBernstein L.P.
Positive
Zacks Investment Research
3 weeks ago
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Neutral
Seeking Alpha
4 weeks ago
AllianceBernstein: Upside Potential Despite Headwinds
My analysis shows AllianceBernstein as a "Buy" with potential for better entry points; long-term investors should accumulate on corrections. AB's recent performance is robust, yet remains fairly valued with upside, with a generous dividend yield. Revenue growth may stagnate due to shifts in product subscriptions, with institutional outflows and subdued equity and fixed income performance impacting fees.
Positive
Seeking Alpha
1 month ago
AllianceBernstein: Equitable Tender Offer Is A Positive
AllianceBernstein shares have outperformed the S&P 500, delivering a 32% total return since my initial Buy recommendation was published in December 2023. Equitable Holdings announced a tender offer to repurchase up to 46 million AB units at $38.50 per unit, which would significantly increase its ownership interest. Despite some negative analyst opinions, I view the tender offer as a positive as it suggests Equitable may be interested in taking full ownership of AB.
Positive
Zacks Investment Research
1 month ago
AB or CG: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Financial - Investment Management sector have probably already heard of AllianceBernstein (AB) and Carlyle Group (CG). But which of these two stocks presents investors with the better value opportunity right now?
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