Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.521
Sell
RSI(14)
40.956
Neutral
STOCH(KDJ)(9,3,3)
13.092
Oversold
ATR(14)
0.867
Low Volatility
CCI(14)
-93.476
Neutral
Williams %R
90.000
Oversold
TRIX(12,20)
-0.081
Sell
StochRSI(14)
59.752
Buy
AllianceBernstein Holding LP
AB39.142USD
+0.122+0.31%
Market hours （ET）Quotes delayed by 15 min
3.56BMarket Cap
12.96P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of AllianceBernstein Holding LP
Currency: USD Updated: 2025-12-24Key Insights
AllianceBernstein Holding LP's fundamentals are relatively very weak, and its growth potential is significant.Its valuation is considered fairly valued, ranking 78/115 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 41.00.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
AllianceBernstein Holding LP's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
7
analysts
Hold
Current Rating
41.000
Target Price
-2.10%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
AllianceBernstein Holding LP Highlights
StrengthsRisks
AllianceBernstein Holding L.P. is a global investment management and research company. It provides diversified investment management, research, and related services to a range of clients. It offers Institutional Services to its institutional clients, which include private and public pension plans, foundations and endowments, insurance companies, central banks, and governments worldwide, and affiliates, such as Equitable Holdings, Inc. (EQH) and its subsidiaries. It offers retail services to its retail clients, primarily by means of retail mutual funds sponsored by the Company or an affiliated company, sub-advisory relationships with mutual funds sponsored by third parties, separately managed account programs sponsored by financial intermediaries worldwide and other investment vehicles. It offers Private Wealth Management services to its private clients, including high-net-worth individuals and families, trusts and estates, charitable foundations, partnerships, and other entities.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 51.21% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 461.95M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 80.53%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 80.53%.
Overvalued
The company’s latest PB is 3.01, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 14.55M shares, increasing 0.12% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 196.44K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-24The current financial score of AllianceBernstein Holding LP is 4.95, ranking 107/115 in the Investment Banking & Investment Services industry. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 81.41M, representing a year-over-year decrease of 40.30%, while its net profit experienced a year-over-year decrease of 42.02%.
Score
Financials
0.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
5.74
Operational Efficiency
10.00
Growth Potential
4.00
Shareholder Returns
5.00
AllianceBernstein Holding LP's Company Valuation
Currency: USD Updated: 2025-12-24The current valuation score of AllianceBernstein Holding LP is 7.53, ranking 49/115 in the Investment Banking & Investment Services industry. Its current P/E ratio is 12.92, which is 20.46% below the recent high of 15.56 and 31.08% above the recent low of 8.90.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 78/115
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-24The current earnings forecast score of AllianceBernstein Holding LP is 6.57, ranking 74/115 in the Investment Banking & Investment Services industry. The average price target for AllianceBernstein Holding LP is 40.50, with a high of 44.00 and a low of 39.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
7
analysts
Hold
Current Rating
41.000
Target Price
-2.10%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
69
Total
7
Median
8
Average
Company name
Ratings
Analysts
AllianceBernstein Holding LP
AB
7
Blackstone Inc
BX
24
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
Ares Management Corp
ARES
18
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-12-24The current price momentum score of AllianceBernstein Holding LP is 6.53, ranking 95/115 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 41.68 and the support level at 37.48, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
39.092
Buy
MA10
39.521
Sell
MA20
40.485
Sell
MA50
39.969
Sell
MA100
39.508
Sell
MA200
39.519
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-24The current institutional shareholding score of AllianceBernstein Holding LP is 3.00, ranking 73/115 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 21.54%, representing a quarter-over-quarter decrease of 0.78%. The largest institutional shareholder is Invesco, holding a total of 196.44K shares, representing 0.22% of shares outstanding, with 26.40% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Risk Assessment
Currency: USD Updated: 2025-12-24No risk assessment score is currently available for AllianceBernstein Holding LP. The Investment Banking & Investment Services industry's average is 6.93. The company's beta value is 0.83. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.83
VaR
+2.73%
240-Day Maximum Drawdown
+18.98%
240-Day Volatility
+27.89%
Return
Best Daily Return
60 days
+2.93%
120 days
+2.93%
5 years
+8.79%
Worst Daily Return
60 days
-3.08%
120 days
-3.08%
5 years
-9.65%
Sharpe Ratio
60 days
+0.70
120 days
-0.48
5 years
+0.40
Risk Assessment
Maximum Drawdown
240 days
+18.98%
3 years
+37.80%
5 years
+54.13%
Return-to-Drawdown Ratio
240 days
+0.53
3 years
-0.01
5 years
-0.01
Skewness
240 days
-0.22
3 years
+0.06
5 years
-0.06
Volatility
Realised Volatility
240 days
+27.89%
5 years
+30.74%
Standardised True Range
240 days
+2.21%
5 years
+2.64%
Downside Risk-Adjusted Return
120 days
-85.04%
240 days
-85.04%
Maximum Daily Upside Volatility
60 days
+12.87%
Maximum Daily Downside Volatility
60 days
+14.12%
Liquidity
Average Turnover Rate
60 days
+0.15%
120 days
+0.34%
5 years
--
Turnover Deviation
20 days
-55.44%
60 days
-54.36%
120 days
+0.66%
Peer Comparison
Investment Banking & Investment Services
AllianceBernstein Holding LP
AB
5.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.82 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Affiliated Managers Group Inc
AMG
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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AMP
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bgc Group Inc
BGC
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
DigitalBridge Group Inc
DBRG
8.17 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
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FAQs
How does TradingKey generate the Stock Score of AllianceBernstein Holding LP?
The TradingKey Stock Score provides a comprehensive assessment of AllianceBernstein Holding LP based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of AllianceBernstein Holding LP’s performance and outlook.
How do we generate the financial health score of AllianceBernstein Holding LP?
To generate the financial health score of AllianceBernstein Holding LP, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects AllianceBernstein Holding LP's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of AllianceBernstein Holding LP.
How do we generate the company valuation score of AllianceBernstein Holding LP?
To generate the company valuation score of AllianceBernstein Holding LP, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare AllianceBernstein Holding LP’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of AllianceBernstein Holding LP’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of AllianceBernstein Holding LP.
How do we generate the earnings forecast score of AllianceBernstein Holding LP?
To calculate the earnings forecast score of AllianceBernstein Holding LP, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on AllianceBernstein Holding LP’s future.
How do we generate the price momentum score of AllianceBernstein Holding LP?
When generating the price momentum score for AllianceBernstein Holding LP, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of AllianceBernstein Holding LP’s prices. A higher score indicates a more stable short-term price trend for AllianceBernstein Holding LP.
How do we generate the institutional confidence score of AllianceBernstein Holding LP?
To generate the institutional confidence score of AllianceBernstein Holding LP, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about AllianceBernstein Holding LP’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of AllianceBernstein Holding LP.
How do we generate the risk management score of AllianceBernstein Holding LP?
To assess the risk management score of AllianceBernstein Holding LP, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of AllianceBernstein Holding LP’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of AllianceBernstein Holding LP.
