Is AllianceBernstein Stock a Good Investment?

AllianceBernstein Investment Advice

To provide specific investment advice or recommendations on AllianceBernstein Holding LP stock, we recommend investors consider the following general factors when evaluating AllianceBernstein Holding LP. This will help you to make an informed decision on whether to include AllianceBernstein in one of your diversified portfolios:

Examine AllianceBernstein's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research AllianceBernstein's leadership team and their track record. Good management can help AllianceBernstein navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact AllianceBernstein's business and its evolving consumer preferences.
Compare AllianceBernstein's performance and market position to its competitors. Analyze how AllianceBernstein is positioned in terms of product offerings, innovation, and market share.
Check if AllianceBernstein pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about AllianceBernstein's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in AllianceBernstein Holding LP stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if AllianceBernstein Holding LP is a good investment.

Sell

Buy

Hold

AllianceBernstein advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the company's potential to grow using all of fundamental, technical, data market data available at the time. To make sure AllianceBernstein is not overpriced, please confirm all AllianceBernstein fundamentals, including its shares owned by insiders, price to book, ebitda, as well as the relationship between the number of shares shorted and revenue . Given that AllianceBernstein has a price to earning of 12.16 X, we suggest you to validate AllianceBernstein Holding LP market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	OK	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Fairly Valued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine AllianceBernstein Stock

Researching AllianceBernstein's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 25.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.94. Some equities with similar Price to Book (P/B) outperform the market in the long run. AllianceBernstein has Price/Earnings To Growth (PEG) ratio of 0.67. The entity last dividend was issued on the 4th of November 2024. The firm had 2:1 split on the 3rd of April 1998.

To determine if AllianceBernstein is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding AllianceBernstein's research are outlined below:

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AllianceBernstein Quarterly Liabilities And Stockholders Equity

2.1 Billion

AllianceBernstein uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in AllianceBernstein Holding LP. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to AllianceBernstein's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	6th of February 2024 Upcoming Quarterly Report	View
	24th of April 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	6th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact AllianceBernstein's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises AllianceBernstein's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
1999-02-01	1998-12-31	0.4	0.44	0.04	10
1997-11-03	1997-09-30	0.34	0.38	0.04	11
2016-02-11	2015-12-31	0.48	0.53	0.05	10
2012-05-02	2012-03-31	0.24	0.29	0.05	20
2003-01-30	2002-12-31	0.48	0.53	0.05	10
2015-02-12	2014-12-31	0.51	0.57	0.06	11
2011-07-29	2011-06-30	0.4	0.34	-0.06	15
2009-07-30	2009-06-30	0.35	0.41	0.06	17

Know AllianceBernstein's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as AllianceBernstein is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading AllianceBernstein Holding LP backward and forwards among themselves. AllianceBernstein's institutional investor refers to the entity that pools money to purchase AllianceBernstein's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Wells Fargo & Co	2024-06-30	423.4 K
Franklin Resources Inc	2024-09-30	413.2 K
Lpl Financial Corp	2024-09-30	354.4 K
Callodine Capital Management, Lp	2024-06-30	350 K
Manufacturers Life Insurance Co	2024-09-30	330.9 K
Crestwood Advisors Llc	2024-09-30	281 K
Tcg Advisory Services, Llc	2024-06-30	224.9 K
Miller Howard Investments Inc	2024-09-30	204 K
Advisor Group Holdings, Inc.	2024-06-30	203.9 K
Morgan Stanley - Brokerage Accounts	2024-06-30	4.8 M
American Century Companies Inc	2024-09-30	3 M

Note, although AllianceBernstein's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

AllianceBernstein's market capitalization trends

The company currently falls under 'Mid-Cap' category with a market capitalization of 4.06 B.

Market Cap

2.29 Billion

AllianceBernstein's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.14	0.14
Return On Capital Employed	(0.87)	(0.83)
Return On Assets	0.13	0.21
Return On Equity	0.13	0.12

The company has Net Profit Margin (PM) of 2.96 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is typical in the industry. Likewise, it shows Net Operating Margin (NOM) of 1.0 %, which signifies that for every $100 of sales, it has a net operating income of $1.0.

Determining AllianceBernstein's profitability involves analyzing its financial statements and using various financial metrics to determine if AllianceBernstein is a good buy. For example, gross profit margin measures AllianceBernstein's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of AllianceBernstein's profitability and make more informed investment decisions.

Please note, the presentation of AllianceBernstein's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, AllianceBernstein's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of AllianceBernstein's management manipulating its earnings.

Evaluate AllianceBernstein's management efficiency

AllianceBernstein has Return on Asset (ROA) of 0.0412 % which means that for every $100 of assets, it generated a profit of $0.0412. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1951 %, which means that it produced $0.1951 on every 100 dollars invested by current stockholders. AllianceBernstein's management efficiency ratios could be used to measure how well AllianceBernstein manages its routine affairs as well as how well it operates its assets and liabilities. At present, AllianceBernstein's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.21, whereas Return On Capital Employed is projected to grow to (0.83). At present, AllianceBernstein's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Return On Tangible Assets is expected to grow to 0.14, whereas Total Assets are forecasted to decline to about 1.4 B.

	Last Reported	Projected for Next Year
Book Value Per Share	18.38	19.30
Tangible Book Value Per Share	16.93	17.78
Enterprise Value Over EBITDA	3.21	3.05
Price Book Value Ratio	1.69	1.60
Enterprise Value Multiple	3.21	3.05
Price Fair Value	1.69	1.60
Enterprise Value	3.4 B	2.5 B

AllianceBernstein's management has consistently demonstrated strong leadership, driving both financial growth and operational excellence. By analyzing current market trends and future growth opportunities, we assess the stock's true value and potential for investors.

Dividend Yield

0.0844

Forward Dividend Yield

0.0844

Forward Dividend Rate

2.98

Beta

1.233

Basic technical analysis of AllianceBernstein Stock

As of the 28th of November, AllianceBernstein shows the Risk Adjusted Performance of 0.048, mean deviation of 1.02, and Downside Deviation of 1.19. AllianceBernstein technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.

AllianceBernstein's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific AllianceBernstein insiders, such as employees or executives, is commonly permitted as long as it does not rely on AllianceBernstein's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases AllianceBernstein insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Equitable Holdings, Inc. over three weeks ago Acquisition by Equitable Holdings, Inc. of 500000 shares of AllianceBernstein at 34.1834 subject to Rule 16b-3
		Onur Erzan over six months ago Acquisition by Onur Erzan of 38771 shares of AllianceBernstein at 38.84 subject to Rule 16b-3

AllianceBernstein's Outstanding Corporate Bonds

AllianceBernstein issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. AllianceBernstein uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most AllianceBernstein bonds can be classified according to their maturity, which is the date when AllianceBernstein Holding LP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	US01883LAD55 Corp Bond US01883LAD55	View
	Alliant Holdings Intermediate Corp Bond US01883LAA17	View
	ALLIANT HLDGS INTER Corp Bond US01883LAB99	View
	ALIANT 675 15 APR 28 Corp Bond US01883LAE39	View
	MPLX LP 52 Corp Bond US55336VAL45	View
	ALVGR 35 Corp Bond US018820AA81	View
	ALVGR 32 Corp Bond US018820AB64	View

View All AllianceBernstein Corporate Bonds

Understand AllianceBernstein's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing AllianceBernstein's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.048
	Market Risk Adjusted Performance	0.099
	Mean Deviation	1.02
	Semi Deviation	1.09
	Downside Deviation	1.19
	Coefficient Of Variation	1751.34
	Standard Deviation	1.36
	Variance	1.84
	Information Ratio	(0.04)
	Jensen Alpha	(0.02)
	Total Risk Alpha	(0.15)
	Sortino Ratio	(0.04)
	Treynor Ratio	0.089
	Maximum Drawdown	7.82
	Value At Risk	(2.22)
	Potential Upside	2.11
	Downside Variance	1.42
	Semi Variance	1.18
	Expected Short fall	(1.16)
	Skewness	0.6511
	Kurtosis	1.59

	Risk Adjusted Performance	0.048
	Market Risk Adjusted Performance	0.099
	Mean Deviation	1.02
	Semi Deviation	1.09
	Downside Deviation	1.19
	Coefficient Of Variation	1751.34
	Standard Deviation	1.36
	Variance	1.84
	Information Ratio	(0.04)
	Jensen Alpha	(0.02)
	Total Risk Alpha	(0.15)
	Sortino Ratio	(0.04)
	Treynor Ratio	0.089
	Maximum Drawdown	7.82
	Value At Risk	(2.22)
	Potential Upside	2.11
	Downside Variance	1.42
	Semi Variance	1.18
	Expected Short fall	(1.16)
	Skewness	0.6511
	Kurtosis	1.59

Consider AllianceBernstein's intraday indicators

AllianceBernstein intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of AllianceBernstein stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	5842.33
	Daily Balance Of Power	1.157895
	Rate Of Daily Change	1.02
	Day Median Price	36.32
	Day Typical Price	36.44
	Price Action Indicator	0.79
	Period Momentum Indicator	0.88
	Relative Strength Index	46.47

AllianceBernstein Corporate Filings

8K	13th of November 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F3	6th of November 2024 The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act	View Verify
10Q	24th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
F4	24th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify

AllianceBernstein time-series forecasting models is one of many AllianceBernstein's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary AllianceBernstein's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

AllianceBernstein Stock media impact

Far too much social signal, news, headlines, and media speculation about AllianceBernstein that are available to investors today. That information is available publicly through AllianceBernstein media outlets and privately through word of mouth or via AllianceBernstein internal channels. However, regardless of the origin, that massive amount of AllianceBernstein data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of AllianceBernstein news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of AllianceBernstein relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to AllianceBernstein's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive AllianceBernstein alpha.

AllianceBernstein Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards AllianceBernstein can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

AllianceBernstein Historical Investor Sentiment

Investor biases related to AllianceBernstein's public news can be used to forecast risks associated with an investment in AllianceBernstein. The trend in average sentiment can be used to explain how an investor holding AllianceBernstein can time the market purely based on public headlines and social activities around AllianceBernstein Holding LP. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

AllianceBernstein's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for AllianceBernstein and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average AllianceBernstein news discussions. The higher the estimate score, the more favorable the investor's outlook on AllianceBernstein.

AllianceBernstein Corporate Directors

Daniel Kaye	Independent Director of General Partner	Profile
Jeffrey Hurd	Director of General Partner	Profile
Nicholas Lane	Director of General Partner	Profile
Charles Stonehill	Independent Director of General Partner	Profile

Already Invested in AllianceBernstein Holding LP?

The danger of trading AllianceBernstein Holding LP is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of AllianceBernstein is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than AllianceBernstein. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile AllianceBernstein is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.