AllianceBernstein (AB)
Provides investment management, private wealth, and research services to individual and institutional clients.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | HSBC | Upgrade | ||
| Jul 10, 2026 | Evercore ISI | Target | Target: $40 | Target: $39 |
| Jun 8, 2026 | Evercore ISI | Target | Target: $42 | Target: $40 |
| Apr 29, 2026 | Evercore ISI | Target | Target: $46 | Target: $42 |
| Apr 9, 2026 | Bernstein | Target | Target: $43 | Target: $39.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $0 · Total debt $0 · Total assets $1.25B · Shareholders' equity $1.24B
- Revenue
- $80.0M
- Operating income
- $80.0M
- Net income
- $71.7M
HistoryDividendAnnual yield
| Institutions | ≈ 12.63% | 11.76M shares | |
|---|---|---|---|
| 301 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Other | ≈ 87.37% | 81.32M shares | |
| remainder | |||
93.08M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Morgan StanleyInstitution | 1.08% | 1.00M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 1.02% | 944,884 | as of Jun 30, 2026 |
Bank of America Corp /DE/Institution | 0.78% | 728,519 | as of Jun 30, 2026 |
Wells Fargo & Company/MNInstitution | 0.61% | 565,889 | as of Jun 30, 2026 |
LPL Financial LLCInstitution | 0.59% | 552,670 | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AllianceBernstein | $35.91 | −0.77% | $3.37B | 10.7 | 9.9 | 9.8 | +5.1% |
| BlackRock | $1,066.64 | −0.00% | $165.33B | 25.5 | 17.9 | 6.1 | +30.6% |
| Franklin Templeton | $33.04 | −0.29% | $17.22B | 22.1 | 10.7 | 1.8 | −12.0% |
| T. Rowe Price | $105.18 | +0.97% | $22.32B | 10.4 | 10.2 | 2.9 | +10.7% |
| Invesco | $30.75 | −0.34% | $13.68B | — | 10.1 | 2.0 | +20.3% |
| Affiliated Managers Group | $369.37 | +2.52% | $9.52B | 12.5 | 9.3 | 3.8 | +29.9% |
| Median | 17.3 | 10.2 | 2.9 | +20.3% |