Every material Form 8-K ALLIANCEBERNSTEIN HOLDING L.P. has filed with the SEC since September 25, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AllianceBernstein reported third quarter 2026 results. GAAP net revenues rose 7.8% from a year earlier to $1.2 billion, while GAAP operating income fell 12.0% to $250 million and GAAP net income per Unit was flat at $0.79. Adjusted net income per Unit rose 2.3% to $0.88, and the firm reported $6.6 billion of firmwide net inflows.
GAAP net revenues of $1.2 billion rose 7.8% year over year; GAAP operating income of $250 million fell 12.0%, and operating margin was 21.9% versus 24.3%.
Adjusted net income per Unit was $0.88 versus $0.86, up 2.3%; the cash distribution is $0.88 per Unit, payable November 19, 2026, to holders of record on November 6, 2026.
Firmwide net inflows were $6.6 billion, compared with net outflows of $2.3 billion a year earlier; ending AUM was $900.4 billion, up 4.7% year over year.
AllianceBernstein reported preliminary month-end assets under management of $900 billion at September 30, 2026, down from $919 billion at August 31, a 2% decline driven mainly by market depreciation and net outflows in the month. For the quarter ended September 30, 2026, preliminary firmwide net inflows totaled approximately $6.0 billion, so the monthly AUM decline sits alongside positive quarterly net flows.
Month-end AUM was $900 billion at September 30, 2026, versus $919 billion at August 31, 2026.
Institutional channel had net inflows, partly offset by net outflows in Retail and Private Wealth.
Preliminary firmwide net inflows for the quarter ended September 30, 2026 were approximately $6.0 billion.
AllianceBernstein said CEO Seth Bernstein will retire on March 31, 2027, and President Onur Erzan will succeed him as President and Chief Executive Officer effective April 1, 2027. Bernstein will remain on the AB Board of Directors, and Erzan will join the board on the same date, so shareholders face a planned leadership transition rather than a change in reported financial results.
Seth Bernstein retires as CEO effective March 31, 2027; he will continue on the AB Board of Directors.
Onur Erzan, age 50, has been AB's President since January 5, 2026 and will become President and CEO effective April 1, 2027.
Erzan's fiscal 2027 total compensation target is $13.5 million, including a $650,000 base salary and a $5.8 million cash bonus.
Bernstein's retirement agreement includes a $2.5 million restricted unit grant and a $1.0 million 2026 Equitable Holdings award; AB reported $919 billion in assets under management as of August 31, 2026.
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