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AllianceBernstein (AB) investor relations material
AllianceBernstein Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Special meeting of unitholders scheduled for November 18, 2026, at 9:30 a.m. CT, virtually via the Internet.
Proxy materials include the 2025 Form 10-K, letter to unitholders, and proxy statement, available online.
Voting matters and shareholder proposals
Sole listed proposal: 2026 Long Term Incentive Plan; the Board recommends a FOR vote.
Unitholders may vote online, by phone, or by returning a proxy card; if no voting direction is given, proxy holders are authorized to vote FOR Proposal 1.
Proxy holders may vote on other business properly brought before the meeting.
Board of directors and corporate governance
Proxy solicitation is by the Board; Mark Manley and Erin Merrick are authorized to represent and vote units, with power of substitution.
- A 10-year incentive plan seeks approval for 60 million units, with estimated maximum dilution of 9.4%.AB
Proxy filing - Record AUM, net inflows, and margin expansion highlight strong Q2 and positive outlook.AB
Q2 2026 - Net income rose 33.8% to $295.5M, with AUM up 7% to $838.6B despite net outflows.AB
Q1 2026 - Record AUM and margin expansion in 2025, with private markets growth offsetting equity outflows.AB
Q4 2025 - Strong growth in fixed income, private credit, and active ETFs, with stable margins and evolving structure.AB
Goldman Sachs 2024 U.S. Financial Services Conference - AUM hit $805.9B with strong net inflows, margin expansion, and higher distributions.AB
Q3 2024 - AUM up 11% to $770B, with higher net income, distributions, and margin expansion.AB
Q2 2024 - Consistent organic growth driven by specialization, technology, and strategic market expansion.AB
TD Financial Services & Fintech Summit - Record fixed income inflows and margin gains drove strong 2024 results despite equity outflows.AB
Q4 2024
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