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AllianceBernstein Holding LP

AB
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38.060USD
-0.040-0.10%
Close 05/15, 16:00ETQuotes delayed by 15 min
3.55BMarket Cap
11.82P/E TTM

AllianceBernstein Holding LP

38.060
-0.040-0.10%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
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: 2026-05-15

Key Insights

AllianceBernstein Holding LP's fundamentals are relatively very weak, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 81 out of 116 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 39.33.In the medium term, the stock price is expected to remain stable.Despite an average 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

Industry at a Glance

Industry Ranking
81 / 116
Overall Ranking
340 / 4482
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Negative

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 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 2.82, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 15.06M shares, decreasing 24.36% quarter-over-quarter.
Held by Murray Stahl
Star Investor Murray Stahl holds 193.74K shares of this stock.

Analyst Rating

Based on 7 analysts
Hold
Current Rating
39.333
Target Price
+3.18%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-05-15

The current financial score of AllianceBernstein Holding LP is 4.95, ranking 112 out of 116 in the Investment Banking & Investment Services industry. Its financial status is weak, and its operating efficiency is high. Its latest quarterly revenue reached 92.25M, representing a year-over-year increase of 11.48%, while its net profit experienced a year-over-year increase of 15.13%.

Score

Industry at a Glance

Previous score
4.95
Change
0

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: 2026-05-15

The current valuation score of AllianceBernstein Holding LP is 7.53, ranking 48 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 11.82, which is 31.62% below the recent high of 15.56 and 24.69% above the recent low of 8.90.

Score

Industry at a Glance

Previous score
7.53
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 81/116
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-15

The current earnings forecast score of AllianceBernstein Holding LP is 6.57, ranking 72 out of 116 in the Investment Banking & Investment Services industry. The average price target is 40.50, with a high of 44.00 and a low of 39.00.

Score

Industry at a Glance

Previous score
6.57
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 7 analysts
Hold
Current Rating
39.333
Target Price
+3.18%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

75
Total
7
Median
7
Average
Company name
Ratings
Analysts
AllianceBernstein Holding LP
AB
7
Blackstone Inc
BX
25
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
19
BROOKFIELD ASSET MANAGEMENT LTD
BAM
18
Ares Management Corp
ARES
17
1
2
3
...
15

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: 2026-05-15

The current price momentum score of AllianceBernstein Holding LP is 6.56, ranking 92 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 39.82 and the support level at 36.97, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.58
Change
-0.02

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.

Indicators
Sell(1)
Neutral(3)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.377
Neutral
RSI(14)
42.594
Neutral
STOCH(KDJ)(9,3,3)
8.613
Oversold
ATR(14)
0.826
Low Volatility
CCI(14)
-93.283
Neutral
Williams %R
85.614
Oversold
TRIX(12,20)
0.065
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(6)
Neutral(0)
Buy(0)
Indicators
Value
Direction
MA5
38.344
Sell
MA10
39.042
Sell
MA20
39.005
Sell
MA50
38.325
Sell
MA100
39.094
Sell
MA200
39.325
Sell

Institutional Confidence

Currency: USD Updated: 2026-05-15

The current institutional shareholding score of AllianceBernstein Holding LP is 3.00, ranking 68 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 16.13%, representing a quarter-over-quarter decrease of 25.08%. The largest institutional shareholder is Invesco, holding a total of 336.06K shares, representing 0.36% of shares outstanding, with 22.68% increase in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
Fidelity Management & Research Company LLC
1.98M
-3.54%
American Century Investment Management, Inc.
1.15M
-1.31%
Morgan Stanley Investment Management Inc. (US)
962.94K
+201.18%
BofA Global Research (US)
879.88K
-9.15%
Bernstein (Seth Perry)
838.35K
-3.10%
LPL Financial LLC
499.20K
+1.09%
Wells Fargo Advisors
388.60K
-6.16%
Morgan Stanley Smith Barney LLC
449.40K
-2.05%
Cresset Asset Management, LLC
379.19K
+0.27%
Templeton Investment Counsel, L.L.C.
375.76K
--
1
2

Risk Assessment

Currency: USD Updated: 2026-05-15

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. No risk assessment score is currently available for AllianceBernstein Holding LP. The Investment Banking & Investment Services industry's average is 7.00. The company's beta value is 0.81. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
0.00
Change
0
Beta vs S&P 500 index
0.80
VaR
+2.75%
240-Day Maximum Drawdown
+16.84%
240-Day Volatility
+25.03%

Return

Best Daily Return
60 days
+3.40%
120 days
+7.49%
5 years
+8.79%
Worst Daily Return
60 days
-3.62%
120 days
-6.92%
5 years
-9.65%
Sharpe Ratio
60 days
-1.22
120 days
-0.13
5 years
+0.18

Risk Assessment

Maximum Drawdown
240 days
+16.84%
3 years
+23.83%
5 years
+54.13%
Return-to-Drawdown Ratio
240 days
-0.29
3 years
+0.23
5 years
-0.09
Skewness
240 days
+0.13
3 years
+0.03
5 years
-0.03

Volatility

Realised Volatility
240 days
+25.03%
5 years
+30.94%
Standardised True Range
240 days
+2.25%
5 years
+2.71%
Downside Risk-Adjusted Return
120 days
-18.97%
240 days
-18.97%
Maximum Daily Upside Volatility
60 days
+18.39%
Maximum Daily Downside Volatility
60 days
+19.15%

Liquidity

Average Turnover Rate
60 days
+0.29%
120 days
+0.31%
5 years
--
Turnover Deviation
20 days
-18.98%
60 days
-7.90%
120 days
-2.73%

Peer Comparison

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AllianceBernstein Holding LP
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AB
5.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
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