AB Stock Fair Value Calculator – Integrated Wealth Concepts LLC Increases Investment in AllianceBernstein Holding L.P.
August 9, 2023

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ALLIANCEBERNSTEIN ($NYSE:AB): Integrated Wealth Concepts LLC has recently increased its stock holdings in AllianceBernstein Holding L.P. as reported by Defense World. This is a significant investment move as AllianceBernstein Holding L.P is a publicly traded company that provides a comprehensive range of research, investment, and wealth management services to a diverse set of clients. Through their research, they analyze global markets and economies, identifying strategies and opportunities to help their clients achieve their objectives. The company’s investment solutions and services include traditional and alternative investments such as equities, fixed income, private equity, and real estate.
Additionally, they provide portfolio management solutions, tax planning, estate planning, and trust services to individuals, institutions, and governments. With such a wide range of services, it is no surprise that Integrated Wealth Concepts LLC has chosen to increase their stock holdings in AllianceBernstein Holding L.P.
Stock Price
This represented a decrease of 1.7% from its prior closing price of $31.6. The move by Integrated Wealth Concepts LLC is seen as a strong vote of confidence in AllianceBernstein Holding L.P, indicating that it could be a very profitable investment in the months and years to come. With their increased investment, Integrated Wealth Concepts LLC is likely hoping that AllianceBernstein Holding L.P will continue to experience positive growth and return on their investment. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for AB. More…
Total Revenues | Net Income | Net Margin |
281.3 | 248.09 | 88.2% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for AB. More…
Operations | Investing | Financing |
296.91 | -1.59 | -295.32 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for AB. More…
Total Assets | Total Liabilities | Book Value Per Share |
2.04k | 0.35 | 18.03 |
Key Ratios Snapshot
Some of the financial key ratios for AB are shown below. More…
3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
-0.8% | – | – |
FCF Margin | ROE | ROA |
105.6% | 8.6% | 8.6% |
Analysis – AB Stock Fair Value Calculator
At GoodWhale, we conducted an analysis of ALLIANCEBERNSTEIN HOLDING L.P’s wellbeing. The intrinsic value of an ALLIANCEBERNSTEIN HOLDING L.P share, as calculated by our proprietary Valuation Line, was determined to be around $31.7. Currently, the stock is being traded at $31.0, meaning that it is slightly undervalued by 2.1%. This shows that it might be a good opportunity for investors to buy into the company. More…
Peers
The company competes with WisdomTree Investments Inc, Ashmore Group PLC, and Onex Corporation. All four companies offer a wide range of investment products and services.
– WisdomTree Investments Inc ($NASDAQ:WETF)
Ashmore Group PLC is a United Kingdom-based investment management company. The Company’s objective is to provide high quality investment solutions and services to meet the needs of clients, which include institutions, corporations and individuals. The Company’s segments include Local Currency, Blended Debt, Corporate Debt, Equity, Multi-Asset and Other. The Local Currency segment invests in sovereign debt denominated in local currencies. The Blended Debt segment invests in sovereign and quasi-sovereign debt. The Corporate Debt segment invests in corporate debt from emerging markets. The Equity segment invests in stocks of companies in emerging markets. The Multi-Asset segment invests in a range of asset classes, including equities, fixed income, commodities and real estate. The Other segment includes the Company’s cash and cash equivalents.
– Ashmore Group PLC ($LSE:ASHM)
Onex Corporation is a private equity and investment management firm with a market cap of 5.84B as of 2022. The company has a Return on Equity of 5.95%. Onex invests in and manages a range of businesses across a variety of industries including aerospace, healthcare, industrial, and consumer businesses. The company has a global reach with operations in North America, Europe, and Asia.
Summary
Integrated Wealth Concepts LLC has recently increased its stock holdings in AllianceBernstein Holding L.P., a publicly traded asset management and research firm. The company specializes in providing a range of asset management services to institutions, individuals, and government entities. This investment is part of the firm’s strategy to provide their clients with diversified portfolios that include large-cap, small-cap, and international stocks. By investing in AllianceBernstein Holding L.P., Integrated Wealth Concepts LLC is able to provide their clients with access to the firm’s high-quality research and asset management services.
Additionally, the firm is able to take advantage of AllianceBernstein Holding L.P.’s long history of delivering strong returns over time. The increased stock holdings in AllianceBernstein Holding L.P. is expected to benefit both investors and the firm in the long-term.
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