(AB) AllianceBernstein Holding - Ratings and Ratios
Mutual Funds, Retirement Plans, Exchange Traded Funds, Institutional Accounts
AB EPS (Earnings per Share)
AB Revenue
Description: AB AllianceBernstein Holding
AllianceBernstein Holding L.P. is a publicly owned investment manager that provides customized portfolio management services to its clients. The firms diverse investment approach includes a range of asset classes, such as equities, fixed-income securities, commodities, and real estate-related assets, utilizing various strategies including quantitative analysis, long-term and short-term purchases, and option strategies.
The firms investment capabilities are supported by a combination of in-house research and external research, enabling it to make informed investment decisions. With a history dating back to 1967, AllianceBernstein has established itself as a reputable player in the asset management industry, headquartered in Nashville, Tennessee.
From a financial perspective, AllianceBernsteins key performance indicators (KPIs) suggest a stable and profitable business. The firms return on equity (RoE) of 20.47% indicates a strong ability to generate profits from shareholder equity. Additionally, the price-to-earnings (P/E) ratio of 10.87 and forward P/E of 12.48 suggest that the stock may be undervalued relative to its earnings growth potential.
Further analysis of the firms financials reveals that AllianceBernstein has a market capitalization of approximately $4.56 billion, indicating a mid-cap size. This, combined with its asset management business model, suggests that the firm may be relatively less sensitive to market downturns compared to smaller or more specialized investment managers.
To further evaluate AllianceBernsteins investment potential, it would be essential to examine additional KPIs, such as assets under management (AUM), revenue growth, and dividend yield, to gain a more comprehensive understanding of the firms financial health and growth prospects.
Additional Sources for AB Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
AB Stock Overview
Market Cap in USD | 4,664m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1988-04-14 |
AB Stock Ratings
Growth Rating | 58.0 |
Fundamental | 42.3 |
Dividend Rating | 68.2 |
Rel. Strength | 6.85 |
Analysts | 3.43 of 5 |
Fair Price Momentum | 42.74 USD |
Fair Price DCF | 33.03 USD |
AB Dividends
Dividend Yield 12m | 10.64% |
Yield on Cost 5y | 21.59% |
Annual Growth 5y | 1.33% |
Payout Consistency | 91.4% |
Payout Ratio | 100.0% |
AB Growth Ratios
Growth Correlation 3m | 56.7% |
Growth Correlation 12m | 91.2% |
Growth Correlation 5y | 34.4% |
CAGR 5y | 16.94% |
CAGR/Max DD 5y | 0.37 |
Sharpe Ratio 12m | 0.81 |
Alpha | 16.76 |
Beta | 0.655 |
Volatility | 20.98% |
Current Volume | 260.6k |
Average Volume 20d | 175.7k |
Stop Loss | 40.1 (-3.1%) |
As of July 31, 2025, the stock is trading at USD 41.39 with a total of 260,644 shares traded.
Over the past week, the price has changed by -0.91%, over one month by +1.37%, over three months by +7.57% and over the past year by +30.34%.
Partly, yes. Based on ValueRay´s Fundamental Analyses, AllianceBernstein Holding (NYSE:AB) is currently (July 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 42.31 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of AB is around 42.74 USD . This means that AB is currently overvalued and has a potential downside of 3.26%.
AllianceBernstein Holding has received a consensus analysts rating of 3.43. Therefor, it is recommend to hold AB.
- Strong Buy: 1
- Buy: 1
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to our own proprietary Forecast Model, AB AllianceBernstein Holding will be worth about 49.8 in July 2026. The stock is currently trading at 41.39. This means that the stock has a potential upside of +20.2%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 41.1 | -0.8% |
Analysts Target Price | 38.5 | -7% |
ValueRay Target Price | 49.8 | 20.2% |