AllianceBernstein
Provides investment management, private wealth, and research services to individual and institutional clients.
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Profile
Provides investment management, private wealth management, and research services for individual and institutional clients. The listed holding partnership sits above an operating asset-management business whose parent relationship with EQH is a structural feature.
Runs an asset-management and research platform for individual and institutional clients. AllianceBernstein Asset Management offers investment solutions across equities, fixed income, alternatives, and multi-asset strategies, while Bernstein Private Wealth Management serves private-wealth clients.
The NYSE-listed holding partnership sits above AllianceBernstein L.P., its operating partnership. EQH and its subsidiaries held most AB Holding units at year-end, making the parent relationship a structural feature of the public entity.
A joint venture with Societe Generale operates global cash equities and equity research under the Bernstein name. The franchise was formed by combining Alliance Capital and Bernstein.
Company facts
Categories
Key statistics
Year to date −4.6% · Average volume (30d) 278.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 10, 2026 | Evercore ISI | Target | $40 | $39 | ||
| Jun 8, 2026 | Evercore ISI | Target | $42 | $40 | ||
| Apr 29, 2026 | Evercore ISI | Target | $46 | $42 | ||
| Apr 9, 2026 | Bernstein | Target | $43 | $39.50 | ||
| Dec 5, 2025 | Evercore ISI | Target | $38 | $46 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.83 | $0.82 | −1.3% | $907.7M | $887.5M | −2.2% | −0.64% |
| Apr 28, 2026Q1 FY26 | $0.87 | $0.83 | −4.6% | $894.7M | $871.1M | −2.6% | +2.34% |
| Feb 5, 2026Q4 FY25 | $0.92 | $0.96 | +4.3% | $956.1M | $957.3M | +0.1% | −6.92% |
| Oct 23, 2025Q3 FY25 | $0.85 | $0.86 | +1.1% | $897.6M | $884.7M | −1.4% | +0.74% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $82.8M | $78.8M | $81.4M | $89.8M | $92.3M | $80.0M | |
| Gross profit | $82.8M | $78.8M | $81.4M | $89.8M | $92.3M | $80.0M | |
| Operating income | $82.8M | $78.8M | $81.4M | $89.8M | $92.3M | $80.0M | |
| Net income | $74.0M | $70.2M | $73.8M | $81.8M | $85.2M | $71.7M | |
| Diluted EPS | $0.67 | $0.64 | $0.79 | $0.90 | $0.92 | $0.77 | |
| Gross margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| Operating margin | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
Fiscal years (4-quarter sums)FY21 $416.3M · FY22 $305.5M · FY23 $299.8M · FY24 $461.9M · FY25 $332.8M
Balance sheet, Jun 30, 2026Cash & short-term investments $0 · Total debt $0 · Total assets $1.25B · Shareholders' equity $1.24B
Dividends
Raised for 2 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Aug 27 | $0.82 | cut from $0.83 |
| May 8, 2026 | May 8 | May 21 | $0.83 | cut from $0.96 |
| Feb 20, 2026 | Feb 20 | Mar 12 | $0.96 | raised from $0.86 |
| Nov 3, 2025 | Nov 3 | Nov 20 | $0.86 | raised from $0.76 |
| Aug 4, 2025 | Aug 4 | Aug 14 | $0.76 | cut from $0.80 |
| May 5, 2025 | May 5 | May 22 | $0.80 | cut from $1.05 |
| Feb 18, 2025 | Feb 18 | Mar 13 | $1.05 | raised from $0.77 |
| Nov 4, 2024 | Nov 4 | Nov 21 | $0.77 | raised from $0.71 |
Ownership
Shares outstanding 93.08M · Float 76.97M · 82.7% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Morgan Stanley | 1.00M | 1.08% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 944.9K | 1.02% | 13F | Aug 12, 2026 |
| Bank of America Corp /DE/ | 728.5K | 0.78% | 13F | Aug 14, 2026 |
| Wells Fargo & Company/MN | 565.9K | 0.61% | 13F | Aug 14, 2026 |
| LPL Financial LLC | 552.7K | 0.59% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Charles G.T. Stonehill | director | −5,000 | $37.17 |
| Apr 30, 2026 | Seth P. Bernstein | director, officer: CEO | −29,000 | $39.54 |
| Feb 18, 2026 | Seth P. Bernstein | director, officer: CEO | −26,840 | $41.08 |
Peers
- BlackRock
Broad institutional, retail and wealth-management overlap
- Franklin Templeton
Global active manager across public and private markets
- T. Rowe Price
Active manager spanning retirement, funds and alternatives
- Invesco
Global manager serving retail and institutional investors
- Affiliated Managers Group
Partner to independent managers with alternative-strategy exposure
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AllianceBernstein | $36.71 | −0.41% | $3.43B | 10.9 | 10.1 | 10.0 | +5.1% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| Franklin Templeton | $35.05 | +1.15% | $18.01B | 23.1 | 11.3 | 1.9 | −12.0% |
| T. Rowe Price | $111.60 | +0.32% | $23.84B | 11.2 | 10.8 | 3.1 | +10.7% |
| Invesco | $32.86 | +0.05% | $14.57B | — | 10.8 | 2.1 | −12.3% |
| Affiliated Managers Group | $370.87 | −0.02% | $9.80B | 12.8 | 9.4 | 3.9 | +29.9% |
| Median | 18.0 | 10.8 | 3.1 | +10.7% |