AllianceBernstein reports dip in December assets

Published 13/01/2025, 22:14
AllianceBernstein reports dip in December assets

AllianceBernstein (NYSE:AB), recognized as a leading investment firm with a strong financial health score of "GOOD" according to InvestingPro, serves a diverse client base, including institutions and private wealth individuals. The company maintains an impressive 37-year track record of consecutive dividend payments, currently offering an 8.69% dividend yield. As of the end of December 2024, AllianceBernstein Holding L.P. owned approximately 37.5% of AllianceBernstein, while Equitable Holdings (NYSE:EQH), Inc. held around a 61.9% economic interest in the firm.

For the quarter ending December 2024, the firm experienced net outflows totaling $5.0 billion. The breakdown of AUM by category at the end of December showed actively managed equity funds at $264 billion, a slight decrease from $272 billion the previous month. Passive equity funds stood at $68 billion, down from $71 billion. Taxable fixed income assets were reported at $210 billion, decreasing from $215 billion, while tax-exempt fixed income assets saw a marginal drop from $77 billion to $76 billion. Alternatives and multi-asset solutions recorded $164 billion in AUM, compared to $167 billion at November's end. For deeper insights into AllianceBernstein's financial metrics and additional ProTips, visit InvestingPro, where comprehensive research reports are available.

The forward-looking statements provided by the company's management acknowledge the presence of risks and uncertainties that could significantly affect future results. These factors include market performance, economic conditions, regulatory changes, and competitive pressures, among others.

AllianceBernstein, recognized as a leading investment firm with a strong financial health score of "GOOD" according to InvestingPro, serves a diverse client base, including institutions and private wealth individuals. The company maintains an impressive 37-year track record of consecutive dividend payments, currently offering an 8.69% dividend yield. As of the end of December 2024, AllianceBernstein Holding L.P. owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. held around a 61.9% economic interest in the firm.

This financial update is based on a press release statement from AllianceBernstein.

In other recent news, AllianceBernstein Holding L.P. has made significant strides in its financial performance, surpassing $800 billion in assets under management (AUM). This achievement was bolstered by three consecutive quarters of consistent net inflows and substantial growth in its private markets platform, which expanded to $68 billion AUM with a future target of $100 billion. Adjusted earnings per unit also saw an increase, indicating a robust financial performance.

In recent developments, AllianceBernstein has entered into a strategic partnership with Reinsurance Group (NYSE:RGA) of America, becoming a key investor in Ruby Reinsurance Company. This merger is aimed at enhancing AllianceBernstein's position in insurance asset management.

Furthermore, the investment management firm has disclosed a significant equity transaction involving the sale and exchange of beneficial ownership units with Equitable Holdings, Inc. The proceeds from this sale will be utilized by AllianceBernstein to repay debt and enhance borrowing capacity, particularly to fund new investment initiatives in insurance asset management.

TD Cowen has shown confidence in AllianceBernstein's prospects, maintaining a Buy rating and increasing the price target to $42 from $41. The revised price target reflects the firm's positive outlook and expectations for the company's growth trajectory. These are recent developments that suggest AllianceBernstein is making consistent progress in its operations and strategic initiatives.

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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