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Upturn AI SWOT - About
AB 
AllianceBernstein Holding L.P. (AB)
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Upturn Advisory Summary
01/27/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -18.16% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.00B USD | Price to earnings Ratio 9.75 | 1Y Target Price 39.25 |
Price to earnings Ratio 9.75 | 1Y Target Price 39.25 | ||
Volume (30-day avg) 482756 | Beta 0.97 | 52 Weeks Range 29.09 - 40.20 | Updated Date 04/6/2025 |
52 Weeks Range 29.09 - 40.20 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 9.01% | Basic EPS (TTM) 3.71 |
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) 20.61% |
Valuation
Trailing PE 9.75 | Forward PE 10.09 | Enterprise Value 3336260096 | Price to Sales(TTM) 8.94 |
Enterprise Value 3336260096 | Price to Sales(TTM) 8.94 | ||
Enterprise Value to Revenue 8.65 | Enterprise Value to EBITDA - | Shares Outstanding 110530000 | Shares Floating 109359813 |
Shares Outstanding 110530000 | Shares Floating 109359813 | ||
Percent Insiders 1.94 | Percent Institutions 23.68 |
Analyst Ratings
Rating 4 | Target Price 41 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AllianceBernstein Holding L.P.
Company Overview
History and Background
AllianceBernstein Holding L.P. was formed in 2000 through the merger of Alliance Capital Management and Sanford C. Bernstein. Alliance Capital was founded in 1971, and Sanford C. Bernstein was founded in 1967. It has grown into a major global investment management firm.
Core Business Areas
- Investment Management: Provides investment solutions to institutional, high-net-worth, and retail investors across a range of asset classes, including equities, fixed income, and alternatives.
- Research: Offers in-depth research and insights to support investment decisions.
- Private Wealth Management: Offers private wealth and planning services to high-net-worth clients.
Leadership and Structure
Seth P. Bernstein serves as President and CEO. The company operates under a partnership structure with publicly traded units. Management team is made up of various executives in different investment fields and business lines.
Top Products and Market Share
Key Offerings
- Equities: Offers a range of equity investment strategies, including growth, value, and core equity. Competitors include BlackRock, Vanguard, and State Street. Market share data is difficult to pinpoint as it's spread across various equity sub-strategies.
- Fixed Income: Provides fixed income investment solutions, including government bonds, corporate bonds, and mortgage-backed securities. Competitors include PIMCO, BlackRock, and DoubleLine Capital. Again, specific market share data is fragmented across fixed income categories.
- Alternatives: Offers alternative investment strategies such as hedge funds, private equity, and real estate. Competitors include Blackstone, Apollo Global Management, and The Carlyle Group. Market share data is very specific to the exact type of alternative investment.
Market Dynamics
Industry Overview
The asset management industry is experiencing growth due to increasing global wealth and demand for investment solutions. However, it's also facing pressure from lower fees, regulatory changes, and the rise of passive investing.
Positioning
AllianceBernstein is positioned as a global investment manager with a focus on research and active management. Its competitive advantages include its experienced investment professionals, global presence, and diverse product offerings.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. AllianceBernstein captures a relatively small portion of this TAM, and is well positioned to capture more in the future with innovative products.
Upturn SWOT Analysis
Strengths
- Global Presence
- Experienced Investment Professionals
- Diverse Product Offerings
- Strong Research Capabilities
- Established Brand Name
Weaknesses
- Dependence on Active Management Performance
- Fee Pressure
- Complex Partnership Structure
- Underperformance Compared to Some Passive Strategies
- High Compensation Costs
Opportunities
- Growing Demand for Alternative Investments
- Expansion into Emerging Markets
- Technological Innovation
- Increasing Focus on ESG Investing
- Acquisitions and Partnerships
Threats
- Economic Downturns
- Increased Competition
- Regulatory Changes
- Market Volatility
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- The Vanguard Group (Privately held)
- T. Rowe Price (TROW)
- Franklin Resources (BEN)
- Invesco (IVZ)
Competitive Landscape
AllianceBernstein competes on investment performance, product innovation, and client service. It faces challenges from larger players with greater scale and from the rise of passive investing.
Major Acquisitions
CarVal Investors
- Year: 2022
- Acquisition Price (USD millions): 750
- Strategic Rationale: Diversify into private credit, expand alternative investment capabilities, tap into distressed asset expertise.
Growth Trajectory and Initiatives
Historical Growth: AllianceBernstein's growth has been influenced by market conditions, investment performance, and strategic initiatives.
Future Projections: Analyst estimates vary but generally project continued growth in assets under management and revenue.
Recent Initiatives: Examples include launching new investment products, expanding into new markets, and investing in technology.
Summary
AllianceBernstein is a strong global investment management firm with experienced professionals and diverse product offerings. Its dependence on active management and the fee compression in the industry pose challenges. Growth opportunities lie in alternative investments and emerging markets. The company must continue to innovate and adapt to the evolving investment landscape.
Similar Companies
AMG
Affiliated Managers Group Inc
AMG
Affiliated Managers Group Inc
BEN
Franklin Resources Inc
BEN
Franklin Resources Inc
BLK
BlackRock Inc
BLK
BlackRock Inc
IVZ
Invesco Plc
IVZ
Invesco Plc
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Analyst Estimates
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share estimates are approximate.
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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