{"schema_version":"secwatch.filing_event.v1","accession":"0000825313-23-000064","form_type":"8-K","ticker":"AB","cik":"0000825313","company_name":"ALLIANCEBERNSTEIN HOLDING L.P.","filed_at":"2023-10-26T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.102663+00:00","generated_at":"2026-06-09T09:19:24.590364+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AllianceBernstein Q3: adj EPU $0.65 (+2%), GAAP EPU $0.50, AUM $669B, $1.9B net outflows","bullets":["GAAP diluted EPU of $0.50, adjusted diluted EPU of $0.65; cash distribution of $0.65 per unit (up from $0.64).","Net revenues $1.032B, up 4.6% YoY; adjusted net revenues $845.8M, up 3.9%.","Adjusted operating income $236.9M, up 13.0%; adjusted operating margin 28.0% (up 220 bps).","AUM $669B at quarter end, down 3.3% from prior quarter but up 9.2% YoY; average AUM $689.6B.","Net outflows of $1.9B in Q3; active net flows nearly flat; Retail gained market share."],"urls":{"canonical":"https://secwatch.observer/filing/0000825313-23-000064","json":"https://secwatch.observer/filing/0000825313-23-000064.json","markdown":"https://secwatch.observer/filing/0000825313-23-000064.md","text":"https://secwatch.observer/filing/0000825313-23-000064.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/825313/000082531323000064/0000825313-23-000064-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/825313/000082531323000064/ab-20231026.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T09:19:24.590364+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0aebfeb064bc873a2fdf820f8253350514fae225","claim":"ALLIANCEBERNSTEIN HOLDING L.P. reported quarter ended September 30, 2023 results: revenue $845,792, EPS $0.65.","evidence_excerpt":"Unit and distributions to unitholders rose by 2%.\" (US $ Thousands except per Unit amounts) 3Q 2023 3Q 2022 % Change 2Q 2023 % Change U.S. GAAP Financial Measures Net revenues $ 1,032,056 $ 986,984 4.6 % $ 1,008,456 2.3 % Operating income $ 175,250 $ 170,305 2.9 % $ 188,661 (7.1 %) Operating margin 17.2 % 18.3 % (110 bps) 18.4 % (120 bps) AB Holding Diluted EPU $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/825313/000082531323000064/0000825313-23-000064-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended September 30, 2023"},{"label":"Revenue","value":"$845,792"},{"label":"EPS","value":"$0.65"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"0aebfeb064bc873a2fdf820f8253350514fae225","claim":"ALLIANCEBERNSTEIN HOLDING L.P. reported quarter ended September 30, 2023 results: revenue $845,792, EPS $0.65.","evidence_excerpt":"(7.1 %) Operating margin 17.2 % 18.3 % (110 bps) 18.4 % (120 bps) AB Holding Diluted EPU $ 0.50 $ 0.56 (10.7) % $ 0.53 (5.7 %) Adjusted Financial Measures (1) Net revenues $ 845,792 $ 814,031 3.9 % $ 822,631 2.8 % Operating income (2) $ 236,854 $ 209,689 13.0 % $ 221,947 6.7 % Operating margin (2) 28.0 % 25.8 % 220 bps 27.0 % 100 bps AB Holding Diluted EPU $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/825313/000082531323000064/0000825313-23-000064-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended September 30, 2023"},{"label":"Revenue","value":"$845,792"},{"label":"EPS","value":"$0.65"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}