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AllianceBernstein shares to Benefit from Positive AUM Update and Improved Flow Transparency

EditorAhmed Abdulazez Abdulkadir
Published 10/10/2024, 11:52 PM
AB
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On Thursday, TD Cowen maintained a positive stance on AllianceBernstein Holding LP (NYSE:AB), keeping a Buy rating and a price target of $39.00 on the company's shares. This followed the asset manager's disclosure of its September Assets Under Management (AUM) after the market closed on Wednesday. The firm acknowledged the update as favorable, despite the ongoing challenges in equity flows.

AllianceBernstein reported its AUM for September, which was received positively by the analysts at TD Cowen. The firm highlighted several positive aspects of the update, noting the added flow disclosure for the quarter as a point of encouragement. The firm's analysis post the AUM release estimated approximately $3 billion in long-term net new assets (LT NNA), translating to around 4.5% annualized organic growth rate (AOGR), which is roughly six times what was modeled by the analysts.

The asset manager's recent AUM figures have led TD Cowen to anticipate that AllianceBernstein's stock will likely see an uptick and outperform the market on Thursday. The analyst's expectations are based on the strong growth in long-term net new assets, which surpassed their initial model predictions by a significant margin.

The stock's performance on Thursday is expected to be bolstered by the latest financial disclosures and the analyst's reaffirmed confidence in AllianceBernstein's prospects. TD Cowen's maintained Buy rating and price target reflect a steady outlook for the investment firm.

In summary, AllianceBernstein's September AUM report has reinforced TD Cowen's positive view of the company, with the analyst projecting an upward trajectory for the stock based on the reported long-term net new assets and organic growth rate. The price target remains unchanged at $39.00, as the firm looks forward to the stock's performance in the wake of this recent financial update.

In other recent news, AllianceBernstein Holding L.P. has reported significant growth in its recent earnings and revenue results. The company disclosed an 11% year-over-year increase in assets under management (AUM), reaching $770 billion, and a 42% surge in gross sales, totaling $31.9 billion. Despite a $28 million investment loss from a joint venture, GAAP operating income and earnings per share increased by 6% and 87% respectively.

Analysts from Evercore ISI, TD Cowen, and Barclays have all provided recent updates on AllianceBernstein. Evercore ISI maintained its Outperform rating on the company, despite the firm experiencing minor outflows for three consecutive months.

TD Cowen reaffirmed its Buy rating and raised the price target to $39.00, citing a favorable flow and fee rate combination as well as potential benefits from a shift in investor preferences. Barclays initiated coverage with an Equalweight rating, highlighting the company's potential for near-term margin expansion.

In other company news, AllianceBernstein is planning strategic initiatives to expand its capabilities in the U.S. retail market, accelerate growth in separately managed accounts, and launch tax-efficient products. These developments are expected to leverage the company's distribution advantages in private alternatives.

InvestingPro Insights

AllianceBernstein's recent financial disclosures align well with several key metrics and insights from InvestingPro. The company's P/E ratio of 12.08 suggests it's trading at an attractive valuation relative to its earnings, which is particularly noteworthy given its impressive 24.68% price total return over the past year. This performance is further supported by an InvestingPro Tip indicating that AB is trading at a low P/E ratio relative to its near-term earnings growth.

Investors may find AB's dividend yield of 8.18% especially appealing, particularly in light of another InvestingPro Tip revealing that the company has maintained dividend payments for 37 consecutive years. This consistent dividend history, combined with a recent dividend growth of 7.58%, underscores AB's commitment to shareholder returns.

For those seeking more comprehensive analysis, InvestingPro offers 8 additional tips that could provide deeper insights into AllianceBernstein's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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