AlTi Global (ALTI) Financials: Revenue & Earnings
ALTI$2.54+0.01 +0.40%
$423.80M
Market Cap
-2.69
P/E
19.54
Forward P/E
69
Score
AlTi Global (ALTI) Financials: Revenue & Earnings
ALTI price $2.54 +0.01 +0.40%
- Ticker
- ALTI
- Price
- $2.54
- Change
- +0.01 +0.40%
- Market cap ?
- $423.80M
- P/E ?
- -2.69
- Forward P/E ?
- 19.54
- Dividend yield ?
- 0.00%
- Beta ?
- 0.78
- Sector
- Financial Services
- Industry
- Asset Management - Global
- Stocklytics score
- 69
- Value
- 61
- Quality
- 48
- Growth
- 98
Stocklytics score rationale: value 61, quality 48, growth 98.
Financials
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| 61716716 | 71225383 | 75703000 | 76872000 | 246917000 | 206935000 | 254956000 |
AlTi Global, Inc., a New York-headquartered financial services firm, delivers comprehensive wealth and asset management solutions to a global clientele, including individuals, families, foundations, and institutions. The company provides a broad spectrum of services, ranging from discretionary and non-discretionary investment management to specialized trust and administration offerings. Its extensive family office…
Fair value
ALTI fair value $4.80. Price $2.54. Price is 47% below fair value.
Above fair value, but less expensive than usual. A smaller premium than on more than 99% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 22.23M. Growth 17.41%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 166.85M. Net debt 20.52M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-11 | — | 0.02 | — | 65.80M |
| 2026-08-10 | 0.01 | 0.06 | 58.00M | 61.80M |
| 2026-05-11 | 0.08 | 0.06 | 73.10M | 63.80M |
| 2026-03-31 | -0.20 | 0.02 | 88.25M | 86.60M |
| 2025-11-12 | 0.01 | 0.03 | 57.20M | 51.90M |
| 2025-08-11 | -0.33 | 0.03 | 53.13M | 50.60M |
| 2025-05-12 | 0.05 | -0.02 | 57.96M | 53.90M |
| 2025-03-13 | -0.63 | 0.02 | 53.33M | 74.60M |
| 2024-11-08 | 0.38 | 0.01 | 53.34M | 55.60M |
| 2024-08-09 | -0.04 | -0.06 | 49.45M | 51.80M |
| 2024-05-10 | 0.01 | 0.03 | 50.81M | 61.50M |
| 2024-03-15 | -0.05 | 0.04 | 91.70M | 66.80M |
| 2023-11-14 | -1.40 | 0.05 | 49.24M | 55.90M |
| 2023-08-15 | 0.01 | 0.09 | 51.88M | 67.50M |
| 2023-05-22 | 0.03 | 0.11 | 58.05M | 61.30M |
| 2023-04-17 | -0.00 | — | 19.43M | — |
| 2022-11-04 | -0.00 | — | 18.58M | — |
| 2022-06-30 | 0.02 | — | 18.89M | — |
| 2022-03-31 | 0.02 | — | 19.97M | — |
| 2021-12-31 | -0.06 | — | 34.55M | — |
| 2021-09-30 | 0.02 | — | 26.21M | — |
| 2021-06-30 | 0.02 | — | 21.31M | — |
| 2021-03-31 | 0.05 | — | 19.37M | — |
| 2020-12-31 | 0.04 | — | 29.71M | — |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-02 | ALLIANZ SE | Buy | 1.27M | $0.00 | 127 |
| 2026-07-02 | ALLIANZ SE | Buy | 4.12K | $8.70 | 35.82K |
| 2026-06-17 | Keaney Timothy F | Buy | 53.68K | — | — |
| 2026-06-17 | Bouzarif Ali | Buy | 34.74K | — | — |
| 2026-06-17 | Corio Norma | Buy | 34.74K | — | — |
| 2026-06-17 | Cetin Nazim | Buy | 34.74K | — | — |
| 2026-06-17 | Wimmer Andreas | Buy | 34.74K | — | — |
| 2026-06-17 | Brophy Warson Tracey | Buy | 34.74K | — | — |
| 2026-06-17 | FURLONG MARK F | Buy | 34.74K | — | — |
| 2026-06-16 | Keaney Timothy F | Buy | 47.50K | — | — |
| 2026-06-16 | Keaney Timothy F | Sell | 47.50K | — | — |
| 2026-06-16 | Bouzarif Ali | Buy | 30.73K | — | — |
| 2026-06-16 | Bouzarif Ali | Sell | 30.73K | — | — |
| 2026-06-16 | Corio Norma | Buy | 30.73K | — | — |
| 2026-06-16 | Corio Norma | Sell | 30.73K | — | — |
| 2026-06-16 | Cetin Nazim | Buy | 30.73K | — | — |
| 2026-06-16 | Cetin Nazim | Sell | 30.73K | — | — |
| 2026-06-16 | Wimmer Andreas | Buy | 30.73K | — | — |
| 2026-06-16 | Wimmer Andreas | Sell | 30.73K | — | — |
| 2026-06-16 | Brophy Warson Tracey | Buy | 30.73K | — | — |
| 2026-06-16 | Brophy Warson Tracey | Sell | 30.73K | — | — |
| 2026-06-16 | FURLONG MARK F | Buy | 30.73K | — | — |
| 2026-06-16 | FURLONG MARK F | Sell | 30.73K | — | — |
| 2026-03-31 | Harrington Michael W | Buy | 68.60K | — | — |
| 2026-03-31 | Moran Kevin P. | Buy | 119.82K | — | — |
| 2026-03-31 | Keenan Patrick T. | Buy | 14.92K | — | — |
| 2026-03-31 | Graham Colleen A | Buy | 97.55K | — | — |
| 2026-03-31 | Connell Brooke | Buy | 77.51K | — | — |
| 2026-03-30 | Curtin Nancy Ann | Other | 0 | — | — |
| 2026-03-30 | Curtin Nancy Ann | Other | 91.24K | — | — |
| 2026-03-30 | Curtin Nancy Ann | Other | 96.58K | — | — |
| 2026-02-15 | Connell Brooke | Buy | 22.96K | — | — |
| 2026-02-15 | Connell Brooke | Buy | 8.70K | — | — |
| 2026-02-15 | Connell Brooke | Buy | 38.38K | — | — |
| 2026-02-15 | Connell Brooke | Sell | 22.96K | — | — |
| 2026-02-15 | Connell Brooke | Sell | 8.70K | — | — |
| 2026-02-15 | Connell Brooke | Sell | 38.38K | — | — |
| 2026-02-15 | Graham Colleen A | Buy | 28.89K | — | — |
| 2026-02-15 | Graham Colleen A | Buy | 21.89K | — | — |
| 2026-02-15 | Graham Colleen A | Buy | 31.41K | — | — |
| 2026-02-15 | Graham Colleen A | Sell | 28.89K | — | — |
| 2026-02-15 | Graham Colleen A | Sell | 31.41K | — | — |
| 2026-02-15 | Graham Colleen A | Sell | 21.89K | — | — |
| 2026-02-15 | Harrington Michael W | Sell | 27.09K | — | — |
| 2026-02-15 | Harrington Michael W | Buy | 27.09K | — | — |
| 2026-02-15 | Keenan Patrick T. | Buy | 4.97K | — | — |
| 2026-02-15 | Keenan Patrick T. | Buy | 1.24K | — | — |
| 2026-02-15 | Keenan Patrick T. | Buy | 3.17K | — | — |
| 2026-02-15 | Keenan Patrick T. | Sell | 3.17K | — | — |
| 2026-02-15 | Keenan Patrick T. | Sell | 1.24K | — | — |
| 2026-02-15 | Keenan Patrick T. | Sell | 4.97K | — | — |
| 2026-02-15 | Moran Kevin P. | Buy | 35.49K | — | — |
| 2026-02-15 | Moran Kevin P. | Buy | 13.79K | — | — |
| 2026-02-15 | Moran Kevin P. | Buy | 47.40K | — | — |
| 2026-02-15 | Moran Kevin P. | Sell | 35.49K | — | — |
| 2026-02-15 | Moran Kevin P. | Sell | 13.79K | — | — |
| 2026-02-15 | Moran Kevin P. | Sell | 47.40K | — | — |
| 2026-02-15 | Weeber Robert | Buy | 23.02K | — | — |
| 2026-02-15 | Weeber Robert | Buy | 8.95K | — | — |
| 2026-02-15 | Weeber Robert | Buy | 35.80K | — | — |
| 2026-02-15 | Weeber Robert | Sell | 23.02K | — | — |
| 2026-02-15 | Weeber Robert | Sell | 8.95K | — | — |
| 2026-02-15 | Weeber Robert | Sell | 35.80K | — | — |
| 2026-02-15 | Tiedemann Michael | Buy | 85.75K | — | — |
| 2026-02-15 | Tiedemann Michael | Buy | 57.91K | — | — |
| 2026-02-15 | Tiedemann Michael | Buy | 25.55K | — | — |
| 2026-02-15 | Tiedemann Michael | Sell | 85.75K | — | — |
| 2026-02-15 | Tiedemann Michael | Sell | 57.91K | — | — |
| 2026-02-15 | Tiedemann Michael | Sell | 25.55K | — | — |
| 2026-01-05 | ALLIANZ SE | Buy | 865.34K | $0.00 | 87 |
| 2026-01-05 | ALLIANZ SE | Buy | 4.02K | $8.70 | 34.97K |
| 2025-08-20 | Weeber Robert | Buy | 17.73K | — | — |
| 2025-08-20 | Weeber Robert | Sell | 17.73K | — | — |
| 2025-08-13 | Weeber Robert | Buy | 616.02K | — | — |
| 2025-08-13 | Weeber Robert | Sell | 616.02K | — | — |
| 2025-08-13 | Weeber Robert | Sell | 616.02K | — | — |
| 2025-08-08 | Weeber Robert | Buy | 616.02K | — | — |
| 2025-06-30 | ALLIANZ SE | Buy | 1.52M | $0.00 | 152 |
| 2025-06-30 | ALLIANZ SE | Buy | 6.44K | $8.70 | 56.06K |
| 2025-06-27 | Graham Colleen A | Buy | 593.67K | — | — |
| 2025-06-27 | Weeber Robert | Buy | 500.38K | — | — |
| 2025-06-27 | Moran Kevin P. | Buy | 692.61K | — | — |
| 2025-06-27 | Connell Brooke | Buy | 504.62K | — | — |
| 2025-06-19 | Bouzarif Ali | Buy | 30.73K | — | — |
| 2025-06-19 | Wimmer Andreas | Buy | 30.73K | — | — |
| 2025-06-19 | Brophy Warson Tracey | Sell | 30.73K | — | — |
| 2025-06-19 | Keaney Timothy F | Sell | 47.50K | — | — |
| 2025-06-19 | FURLONG MARK F | Buy | 30.73K | — | — |
| 2025-06-19 | Cetin Nazim | Sell | 30.73K | — | — |
| 2025-06-19 | Corio Norma | Sell | 30.73K | — | — |
| 2025-06-13 | Bouzarif Ali | Buy | 22.31K | — | — |
| 2025-06-13 | Brophy Warson Tracey | Buy | 22.31K | — | — |
| 2025-06-13 | Brophy Warson Tracey | Buy | 22.31K | — | — |
| 2025-06-13 | FURLONG MARK F | Buy | 22.31K | — | — |
| 2025-06-13 | Keaney Timothy F | Buy | 34.48K | — | — |
| 2025-06-13 | Keaney Timothy F | Buy | 34.48K | — | — |
| 2025-06-13 | Corio Norma | Buy | 22.31K | — | — |
| 2025-06-13 | Corio Norma | Buy | 22.31K | — | — |
| 2025-06-13 | Wimmer Andreas | Buy | 22.77K | — | — |
| 2025-06-13 | Wimmer Andreas | Buy | 22.77K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 79, holders -5 vs prior quarter. Ownership 35.32%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| ALLIANZ SE | 21.71M | 0 | 0.00% | 78.36M |
| BLACKROCK, INC. | 3.18M | 534.36K | +20.19% | 11.48M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.01M | 376.95K | +23.02% | 7.27M |
| GEODE CAPITAL MANAGEMENT, LLC | 1.29M | 142.26K | +12.40% | 4.66M |
| STATE STREET CORP | 847.25K | 11.54K | +1.38% | 3.06M |
| BLUECREST CAPITAL MANAGEMENT LTD | 825.00K | 626.05K | +314.68% | 2.98M |
| ALTI GLOBAL, INC. | 773.17K | 0 | 0.00% | 2.79M |
| NORTHERN TRUST CORP | 400.72K | 70.00K | +21.17% | 1.45M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 369.49K | 22.50K | +6.48% | 1.33M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 369.49K | 369.49K | New | 1.33M |
| BOKF, NA | 357.54K | 0 | 0.00% | 1.29M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 338.45K | 88.97K | +35.66% | 1.22M |
| VANGUARD FIDUCIARY TRUST CO | 315.75K | 32.37K | +11.42% | 1.14M |
| UBS GROUP AG | 306.62K | 137.33K | +81.12% | 1.11M |
| RAYMOND JAMES FINANCIAL INC | 247.90K | -56.44K | -18.54% | 894.90K |
| DIMENSIONAL FUND ADVISORS LP | 202.74K | 105.06K | +107.56% | 731.90K |
| SQUAREPOINT OPS LLC | 176.55K | 176.55K | New | 637.34K |
| GAM HOLDING AG | 175.00K | -175.00K | -50.00% | 631.75K |
| NEWEDGE WEALTH, LLC | 122.39K | 0 | 0.00% | 441.83K |
| BANK OF NEW YORK MELLON CORP | 109.60K | 10.79K | +10.92% | 395.65K |
| SUMMIT TRAIL ADVISORS, LLC | 109.34K | 8.30K | +8.21% | 394.71K |
| MORGAN STANLEY | 103.68K | 35.11K | +51.20% | 374.29K |
| AQR CAPITAL MANAGEMENT LLC | 103.20K | 42.88K | +71.08% | 372.54K |
| NUVEEN, LLC | 73.48K | 21.40K | +41.09% | 265.25K |
| GOLDMAN SACHS GROUP INC | 49.62K | -49.94K | -50.16% | 179.14K |
Earnings and financials
AlTi Global, Inc. (ALTI) trades at $2.54, with a market cap of $423.80M and a trailing P/E of -2.69. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| 61716716 | 71225383 | 75703000 | 76872000 | 246917000 | 206935000 | 254956000 |
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