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AllianceBernstein Holding L.P. (AB) Stock Analysis

Range Bound setup

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. Engine safety override at $38.07: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: Below-average business quality; Negative price momentum.

AllianceBernstein provides diversified investment management across institutional, retail, and private wealth channels with approximately $867 billion in AUM and ~$4.5 billion in net revenues as of December 31, 2025. Revenue is primarily fee-based calculated as a percentage of... Read more

$38.07+2.1% A.UpsideScore 5.9/10#30 of 112 Asset Management
QualityF-score6 / 9FCF yield
IncomeYield8.88%(5y avg 8.30%)Payout104.97%at-risk
Stop $36.59Target $38.87(resistance)A.R:R -2.0:1
Analyst target$39.43+3.6%7 analysts
$38.87our TP
$38.07price
$39.43mean
$37
$42

Sell if holding. Engine safety override at $38.07: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: RSI 45 mid-range, Bollinger mid-band. Score 5.9/10, moderate confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 64d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — AllianceBernstein Holding L.P.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
No bull case signals
Risks
Target reached (-9.9% upside)
Quality below floor (3.0 < 4.0)

Key Metrics

P/E (TTM)11.9
P/E (Fwd)10.0
Mkt Cap$3.6B
EV/EBITDA
Profit Mgn0.0%
ROE19.1%
Rev Growth
Beta0.81
Dividend8.88%
Rating analysts15

Quality Signals

Piotroski F6/9

Options Flow

P/C0.38bullish
IV36%normal

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerEQH and subsidiaries26%
    10-K Item 1: 'EQH and its subsidiaries combined AUM accounted for approximately 26%...and approximately 26%...of our institutional revenues for 2025'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·2 ceiling hits

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Moat
4.9
Roe
6.4
Piotroski F
6.7
No competitive moatQuality concerns

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.9
Obv
1.0
Macd
1.7
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.0<4.5A.R:R -2.0=NEGATIVEExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 64d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
45 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $36.87Resistance $39.66

Price Targets

$37
$39
A.Upside+2.1%
A.R:R-2.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-9.9% upside)
! Quality below floor (3.0 < 4.0)
! Momentum score 3.0/10 — below 4.5 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-23 (64d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is AB stock a buy right now?

Sell if holding. Engine safety override at $38.07: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: RSI 45 mid-range, Bollinger mid-band. Prior stop was $36.59. Score 5.9/10, moderate confidence.

What is the AB stock price target?

Take-profit target: $38.87 (+2.1% upside). Prior stop was $36.59. Stop-loss: $36.59.

What are the risks of investing in AB?

Target reached (-9.9% upside); Quality below floor (3.0 < 4.0).

Is AB overvalued or undervalued?

AllianceBernstein Holding L.P. trades at a P/E of 11.9 (forward 10.0). TrendMatrix value score: 8.1/10. Verdict: Sell.

What do analysts say about AB?

15 analysts cover AB with a consensus score of 3.8/5. Average price target: $39.

What does AllianceBernstein Holding L.P. do?AllianceBernstein provides diversified investment management across institutional, retail, and private wealth channels...

AllianceBernstein provides diversified investment management across institutional, retail, and private wealth channels with approximately $867 billion in AUM and ~$4.5 billion in net revenues as of December 31, 2025. Revenue is primarily fee-based calculated as a percentage of AUM, serving pensions, sovereign wealth funds, retail investors, and high-net-worth clients globally.

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