AllianceBernstein Holding Lp Dossier
Financial Snapshot
Revenue, profitability, returns, debt, and capital allocation
Revenue $4.5B+1.2% YoYTTM through 30 Jun 2026
Net Income $312.5M-26.2% YoYTTM through 30 Jun 2026
Margins
| Current | |
|---|---|
| Operating Margin | 23.0% |
| Net Margin | 66.2% |
Returns
23.8%ROE
23.8%ROA
24.8%ROIC
Balance Sheet Health
Debt / Equity0.00x
Net Debt$0
Cash & Equivalents$0
Quality Metrics
Piotroski F-Score4 / 9
Earnings-Beat Rate50.0%
Dividend
$1.79Per share, FY20264.95%Yield-12.9%5-yr growth
Segment Performance
| Segment | Revenue | YoY | Outlook |
|---|---|---|---|
| Institutions | $679.6M | -2.5% | View detailsFocusing on private alternative strategies and insurance general accounts to drive future organic growth. |
| Retail | $2.5B | View detailsFacing industry-wide active equity outflows, partially offset by strong tax-exempt fixed income SMA inflows. | |
| Private Wealth Management | $1.3B | View detailsBernstein Private Wealth grew net new assets by 6% in 2025, contributing more than one-third of firmwide revenues. |
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