(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., trading under the ticker AB on the NYSE, stands as a notable global asset manager. As a publicly-owned firm, AB serves a diverse clientele including institutional investors and individual wealth managers, offering tailored investment solutions that cater to varied financial objectives.
ABs investment approach is multifaceted, blending both fundamental insights and quantitative strategies. Their portfolios span across a broad spectrum of asset classes, including equities, fixed-income securities, commodities, and real estate. This diversification is designed to navigate different market conditions effectively, ensuring a balanced exposure that aligns with client goals.
The firms research methodology is a key strength, combining rigorous internal analysis with select external insights. This dual approach ensures that investment decisions are well-informed and nuanced, leveraging both in-house expertise and broader market perspectives to identify opportunities and mitigate risks.
With a history dating back to 1967, AB has established a robust global presence, extending beyond its Nashville headquarters to key financial hubs worldwide. This reach underscores their capability to offer strategies that capitalize on global market trends and economic shifts.
From a financial standpoint, ABs market capitalization stands at $4.088 billion, reflecting its significant presence in the asset management sector. The price-to-earnings ratio of 10.36 indicates a valuation that is moderate relative to its earnings, while the forward P/E of 10.95 suggests expectations of stable growth. The price-to-book ratio of 2.16 highlights the premium placed on their assets, and the price-to-sales ratio of 30.49 points to a healthy revenue generation capacity.
Additional Sources for AB Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
AB Stock Overview
Market Cap in USD | 3,993m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1988-04-14 |
AB Stock Ratings
Growth 5y | 49.1% |
Fundamental | 4.24% |
Dividend | 75.1% |
Rel. Strength Industry | -7.39 |
Analysts | 4/5 |
Fair Price Momentum | 34.89 USD |
Fair Price DCF | 26.35 USD |
AB Dividends
Dividend Yield 12m | 9.47% |
Yield on Cost 5y | 15.17% |
Annual Growth 5y | 1.33% |
Payout Consistency | 91.4% |
AB Growth Ratios
Growth Correlation 3m | 40.4% |
Growth Correlation 12m | 91.1% |
Growth Correlation 5y | 37.4% |
CAGR 5y | 10.69% |
CAGR/Max DD 5y | 0.19 |
Sharpe Ratio 12m | 0.57 |
Alpha | 1.12 |
Beta | 0.73 |
Volatility | 43.12% |
Current Volume | 442.6k |
Average Volume 20d | 789.6k |
As of February 23, 2025, the stock is trading at USD 35.73 with a total of 442,619 shares traded.
Over the past week, the price has changed by -0.83%, over one month by -7.59%, over three months by +0.14% and over the past year by +20.43%.
Neither. Based on ValueRay Fundamental Analyses, AllianceBernstein Holding is currently (February 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 4.24 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 February 2025 is 34.89. This means that AB is currently overvalued and has a potential downside of -2.35%.
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 41.5 in February 2026. The stock is currently trading at 35.73. This means that the stock has a potential upside of +16.04%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 39.7 | 11.1% |
Analysts Target Price | 41 | 14.7% |
ValueRay Target Price | 41.5 | 16% |