AB:NYE-AllianceBernstein Holding LP (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 41.82

Change

-0.33 (-0.78)%

Market Cap

USD 4.20B

Volume

0.33M

Avg Analyst Target

USD 52.75 (+26.14%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

AB Stock Forecast & Price:
Based on the AllianceBernstein Holding LP stock forecasts from 2 analysts, the average analyst target price for AllianceBernstein Holding LP is USD 52.75 over the next 12 months. AllianceBernstein Holding LP’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of AllianceBernstein Holding LP is Slightly Bullish , which is based on 7 positive signals and 5 negative signals. At the last closing, AllianceBernstein Holding LP’s stock price was USD 41.82. AllianceBernstein Holding LP’s stock price has changed by -2.27% over the past week, -2.06% over the past month and -10.85% over the last year.

About AllianceBernstein Holding LP (AB:NYE)

AllianceBernstein Holding L.P. is publicly owned investment manager. The firm also provides research services to its clients. It provides its services to investment companies, pension and profit sharing plans, banks and thrift institutions, trusts, estates, government agencies, c ...Read More

Company Website : https://www.alliancebernstein.com

Address : 1345 Avenue of the Americas, New York, NY, United States, 10105

Employees : 4,118

Fiscal Year End : December

Currency: USD

Country : USA

Technical Indicators

Beta : 1.43

52 Week High : 54.50

Short Ratio : 3.99

52 Week Low : 35.20

Shorted Shares : 1,439,196

200 Day Moving Average : 47.17

Shorted Shares Previous Month : 831,222

50 Day Moving Average : 40.90

Shares Held By Insiders : 4.99%

Short Percentage : 1.47%

Shares Held by Institutions : 14.13%

Dividend Yield : 9.47%

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-07-05 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BX Blackstone Group Inc

+1.20 (+1.29%)

 USD110.97B 12.66 N/A
BLK BlackRock Inc

+4.02 (+0.65%)

 USD93.43B 15.50 10.81
BAM Brookfield Asset Management In..

-0.15 (-0.33%)

 USD73.90B 18.53 8.46
BK-PC The Bank of New York Mellon Co..

N/A

 USD41.70B 5.38 N/A
KKR KKR & Co LP

+0.92 (+1.97%)

 USD39.85B 10.36 4.87
BK Bank of New York Mellon

-0.34 (-0.80%)

 USD34.27B 10.53 N/A
APO Apollo Global Management LLC C..

+1.81 (+3.67%)

 USD29.56B 7.23 -15.15
AMP Ameriprise Financial Inc

-2.66 (-1.12%)

 USD26.15B 9.16 N/A
STT State Street Corp

-0.31 (-0.49%)

 USD23.27B 8.58 N/A
STT-PG State Street Corporation

+0.07 (+0.28%)

 USD19.28B 3.40 N/A

ETFs Containing AB

Symbol Name Weight Mer Price(Change) Market Cap
LMLP UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

 USD0.02B
LMLB ETRACS Monthly Pay 2xLeve.. 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)		 Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.37% 75% C 57% F
Dividend Return 4.48% 88% B+ 94% A
Total Return -9.89% 79% C+ 64% D
Trailing 12 Months  
Capital Gain -11.57% 83% B 60% D-
Dividend Return 8.44% 84% B 93% A
Total Return -3.13% 87% B+ 72% C-
Trailing 5 Years  
Capital Gain 77.58% 98% A+ 86% B
Dividend Return 62.68% 99% A+ 99% A+
Total Return 140.25% 99% A+ 93% A
Average Annual (5 Year Horizon)  
Capital Gain 20.40% 97% A+ 83% B
Dividend Return 9.93% 92% A- 97% A+
Total Return 30.34% 98% A+ 89% B+
Risk Return Profile  
Volatility (Standard Deviation) 35.44% 12% F 30% F
Risk Adjusted Return 85.60% 96% A 92% A-
Market Capitalization 4.20B 97% A+ 73% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)		 Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.70 44% F 69% D+
Price/Book Ratio 2.68 6% F 29% F
Price / Cash Flow Ratio 11.82 40% F 33% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 24.32% 90% A- 80% B-
Return on Invested Capital -1.81% 7% F 19% F
Return on Assets 16.37% 98% A+ 96% A
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Dividend Yield 9.47% 60% D- 88% B+
Short Ratio 3.99 6% F 28% F
Short Percent 1.47% 19% F 72% C-
Beta 1.43 8% F 23% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

Discussions

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.