Skip to main content
ABAllianceBernstein Holding L.P.Sell6.0·$36.88-1.02%
Open full analysis

AllianceBernstein Holding L.P. (AB) Stock Analysis

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. Engine safety override at $36.88: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.0/10. Specifically: Below-average business quality; Negative price momentum; Below long-term trend.

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

$36.88+4.9% A.UpsideScore 6.0/10#27 of 111 Asset Management
QualityF-score6 / 9FCF yield
IncomeYield9.30%(5y avg 8.34%)Payout104.97%at-risk
Stop $35.29Target $38.43(resistance)A.R:R -1.3:1
Analyst target$39.43+6.9%7 analysts
$38.43our TP
$36.88price
$39.43mean
$42

Sell if holding. Engine safety override at $36.88: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.0/10. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Score 6.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 43d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-09
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Jul 23, 202643d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Target reached (-6.4% upside)
Quality below floor (3.0 < 4.0)

Key Metrics

P/E (TTM)11.4
P/E (Fwd)9.6
Mkt Cap$3.4B
EV/EBITDA
Profit Mgn0.0%
ROE19.1%
Rev Growth
Beta0.78
Dividend9.30%
Rating analysts15

Quality Signals

Piotroski F6/9

Options Flow

P/C0.21bullish
IV80%elevated
Max Pain$20-45.8% vs spot

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.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

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

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
1.7
Ma Position
2.2
Volume
2.3
Rsi
3.0
Obv
6.6
Capitulation risk (RSI 29, below 200MA)Below 200-MA but MA still rising (+0.0%/30d) — pullback in uptrend, not confirmed weakness
GatesMomentum 3.2<4.5A.R:R -1.3=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 43d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
29 · Oversold
20D MA 50D MA 200D MAGOLDEN CROSSSupport $36.35Resistance $39.21

Price Targets

$35
$38
A.Upside+4.2%
A.R:R-1.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-6.4% upside)
! Quality below floor (3.0 < 4.0)
! momentum at 3.2 (below the engine's 4.5 threshold)

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-23 (43d)

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 $36.88: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 6.0/10. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $35.29. Score 6.0/10, moderate confidence.

What is the AB stock price target?

Take-profit target: $38.43 (+4.9% upside). Prior stop was $35.29. Stop-loss: $35.29.

What are the risks of investing in AB?

Target reached (-6.4% upside); Quality below floor (3.0 < 4.0).

Is AB overvalued or undervalued?

AllianceBernstein Holding L.P. trades at a P/E of 11.4 (forward 9.6). 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.

Related stocks: ETG (Eaton Vance Tax-Advantaged Glob) · AOD (Aberdeen Total Dynamic Dividend) · GAM (General American Investors, Inc) · SII (Sprott Inc.) · OTF (Blue Owl Technology Finance Cor)
Home Stocks AB

Latest news

Latest News

Seeking Alpha42d agoEarnings
Stockinvestor.com55d ago
AD HOC NEWS62d ago
MarketBeat63d ago
Seeking Alpha42d ago
Marketscreener.com43d agoEarnings
KTVB43d agoEarnings
Investing.com43d agoEarnings
Insider Monkey49d ago
The Globe and Mail56d ago
GuruFocus57d ago
Bitget57d ago
Exchange Bitget57d ago
TipRanks63d ago
MarketBeat48d ago
Cổng thông tin điện tử tỉnh Lào Cai48d ago
TradingView65d ago
Sahm67d ago
GuruFocus57d ago
Marketscreener.com57d ago
Loading more...