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AllianceBernstein Holding LPAB +0.57%68 5-Year Yield-on-Cost % is 9.87 as of Aug. 20, 2026, which is 15% above its 10-year median of 8.62. GuruFocus rates AB with a GF Scoreâ„¢ of 68/100 and a GF Valueâ„¢ of $41.40 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,108 Asset Management companies, AllianceBernstein Holding LP ranks better than 72.2% on this metric.
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
AllianceBernstein Holding LP 5-Year Yield-on-Cost % Related Terms
AB vs STEP, NEA, GBDC: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, AllianceBernstein Holding LP's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
AllianceBernstein Holding LP 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AllianceBernstein Holding LP's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where AllianceBernstein Holding LP's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
AllianceBernstein Holding LP (AB) has a 5-Year Yield-on-Cost % of 9.87 as of Aug. 20, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on AllianceBernstein Holding LP and its competitors. This is 15% above median its historical median of 8.62. Over the past decade, AllianceBernstein Holding LP's 5-Year Yield-on-Cost % has ranged from 6.11 to 15.11. According to the industry distribution chart, AllianceBernstein Holding LP ranks #308 out of 1108 companies in the Asset Management industry, placing it in the top 27.8%.
Is AllianceBernstein Holding LP's 5-Year Yield-on-Cost % too high?
AllianceBernstein Holding LP's current 5-Year Yield-on-Cost % of 9.87 is 15% above median its 10-year median of 8.62. Over the past 10 years, this metric has ranged from a low of 6.11 to a high of 15.11. The Asset Management industry median 5-Year Yield-on-Cost % is 6.33. AllianceBernstein Holding LP's value of 9.87 is 55.9% above this industry median. Based on the distribution chart, AllianceBernstein Holding LP ranks #308 out of 1108 companies in the Asset Management industry, which is above the industry midpoint. Overall, AllianceBernstein Holding LP has a GF Scoreâ„¢ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does AllianceBernstein Holding LP's 5-Year Yield-on-Cost % compare to STEP and NEA?
According to the Asset Management industry distribution chart, AllianceBernstein Holding LP ranks #308 out of 1108 companies for 5-Year Yield-on-Cost %. This puts AllianceBernstein Holding LP in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 6.33. AllianceBernstein Holding LP's value of 9.87 is 55.9% above this benchmark. Historically, AllianceBernstein Holding LP's own 5-Year Yield-on-Cost % has ranged from 6.11 to 15.11 over the past decade. While the company's 10-year median is 8.62 vs. the industry median of 6.33, AllianceBernstein Holding LP has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.33, based on 1,108 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AllianceBernstein Holding LP's current 5-Year Yield-on-Cost % of 9.87 is 55.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on AllianceBernstein Holding LP and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.33 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AllianceBernstein Holding LP's current 5-Year Yield-on-Cost % is 9.87, which is 15% above median its own 10-year median of 8.62. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AllianceBernstein Holding LP stock overvalued right now?
Based on GuruFocus' analysis, AllianceBernstein Holding LP (AB) is currently considered Modestly Undervalued. The stock's GF Value™ is $41.40, compared to a current price of $36.43 — trading 12% below its estimated fair value. The current 5-Year Yield-on-Cost % is 9.87, which is 15% above median its 10-year median of 8.62 and 55.9% above the Asset Management industry median of 6.33. AllianceBernstein Holding LP's overall GF Score™ is 68/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For AllianceBernstein Holding LP (AB), the current 5-Year Yield-on-Cost % is 9.87 as of Aug. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is AllianceBernstein Holding LP (AB) Overvalued in 2026?
Based on GuruFocus' analysis, AllianceBernstein Holding LP stock appears to be undervalued.
The current stock price of $36.43 is trading 12% below its estimated GF Value™ of $41.40.
GuruFocus considers AllianceBernstein Holding LP to be Modestly Undervalued.
Key valuation signals for AB:
5-Year Yield-on-Cost %: 9.87 (15% above median its 10-year median of 8.62)
GF Value™: $41.40 vs. price of $36.43 (12% below fair value)
Industry Position: 55.9% above the Asset Management median (#308 of 1108)
No single metric tells the full story. See the AB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AllianceBernstein provides investment management services to institutional (41% of assets under management), retail (41%), and private (18%) clients through products that includes mutual funds, hedge funds, and separately managed accounts. At the end of February 2026, the company had $880.0 billion in managed assets, composed primarily of fixed-income (37% of AUM) and equity (40%) strategies, with other investments (made up of asset allocation services and certain other alternative investments) accounting for the remainder.
68GF Score
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