(AB) AllianceBernstein Holding - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US01881G1067
AB: Stocks, Bonds, Commodities, Currencies, Real Estate, Research
AllianceBernstein Holding L.P., listed on the New York Stock Exchange under the ticker symbol AB, operates as a publicly owned investment manager, providing a range of financial services to its clients. The firm is a related adviser, managing separate client-focused portfolios tailored to meet the specific needs and objectives of its clients. This approach allows for a high degree of customization, enabling clients to achieve their investment goals through a variety of asset classes and investment strategies.
The firm's investment portfolio is diverse, comprising common and preferred stocks, warrants, and convertible securities, as well as government and corporate fixed-income securities. Additionally, it invests in commodities, currencies, real estate-related assets, and inflation-protected securities, providing a broad exposure to different markets and asset classes. To make informed investment decisions, AllianceBernstein employs quantitative analysis, a methodical and systematic approach to evaluating investments based on numerical data and statistical models. This is complemented by various investment strategies, including long-term purchases, short-term purchases, trading, short sales, margin transactions, and option strategies such as writing covered options, uncovered options, and spread strategies.
To enhance its in-house research capabilities, AllianceBernstein obtains external research from reputable sources, ensuring that its investment decisions are based on a comprehensive and well-informed analysis of market trends and opportunities. With a history dating back to 1967, the firm has established itself as a reputable player in the asset management industry. Formerly known as Alliance Capital Management Holding LP, AllianceBernstein Holding L.P. is headquartered in Nashville, Tennessee, and can be found online at https://www.alliancebernstein.com. The firm's common stock is traded under the ISIN code US01881G1067 and is classified under the GICS Sub Industry of Asset Management & Custody Banks.
Additional Sources for AB Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
AB Stock Overview
Market Cap in USD | 4,008m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1988-04-14 |
AB Stock Ratings
Growth 5y | 50.3% |
Fundamental | 24.2% |
Dividend | 66.7% |
Rel. Strength Industry | -17.1 |
Analysts | 4/5 |
Fair Price Momentum | 41.46 USD |
Fair Price DCF | 59.02 USD |
AB Dividends
Dividend Yield 12m | 7.49% |
Yield on Cost 5y | 13.56% |
Annual Growth 5y | 1.33% |
Payout Consistency | 91.4% |
AB Growth Ratios
Growth Correlation 3m | -18.6% |
Growth Correlation 12m | 92.1% |
Growth Correlation 5y | 38% |
CAGR 5y | 12.60% |
CAGR/Mean DD 5y | 0.62 |
Sharpe Ratio 12m | 1.03 |
Alpha | -1.79 |
Beta | 1.20 |
Volatility | 32.24% |
Current Volume | 1679.1k |
Average Volume 20d | 496.9k |
As of January 22, 2025, the stock is trading at USD 39.79 with a total of 1,679,079 shares traded.
Over the past week, the price has changed by +12.62%, over one month by +9.04%, over three months by +7.39% and over the past year by +29.00%.
Neither. Based on ValueRay Fundamental Analyses, AllianceBernstein Holding is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 24.18 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of AB as of January 2025 is 41.46. This means that AB is currently overvalued and has a potential downside of 4.2%.
AllianceBernstein Holding has received a consensus analysts rating of 4.00. Therefor, it is recommend to buy AB.
- Strong Buy: 3
- Buy: 1
- Hold: 3
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, AB AllianceBernstein Holding will be worth about 46.4 in January 2026. The stock is currently trading at 39.79. This means that the stock has a potential upside of +16.64%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 40.9 | 2.7% |
Analysts Target Price | 41 | 3% |
ValueRay Target Price | 46.4 | 16.6% |