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Abacus Global Management, Inc. Class A (ABX)
NYSE:ABX
US Market
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Abacus Global Management (ABX) AI Stock Analysis

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ABX

Abacus Global Management

(NYSE:ABX)

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Outperform 71 (OpenAI - 5.2)
Rating:71Outperform
Price Target:
$11.00
▲(18.79% Upside)
Action:Reiterated
Date:06/27/26
ABX scores as moderately attractive, led by constructive technical trend signals and a strong, guidance-raising earnings update showing rapid growth and improved cash generation. The score is held back by uneven multi-year financial consistency and a valuation that is not cheap (P/E ~24), which increases reliance on continued execution.
Positive Factors
Strong revenue growth and fundraising momentum
Sustained 34.6% YoY revenue growth and raised full‑year guidance reflect durable demand for Abacus’s longevity products and scalable origination. Institutional fundraising momentum increases recurring fee opportunities and revenue visibility as the firm scales its distribution and product set.
Negative Factors
Volatile cash flow and earnings history
Historical swings between strong TTM cash flow and prior multi-year negatives reduce confidence in sustainability of current performance. This volatility complicates forecasting, increases reliance on fund-level monetizations, and raises execution risk for multi-quarter targets and capital plans.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong revenue growth and fundraising momentum
Sustained 34.6% YoY revenue growth and raised full‑year guidance reflect durable demand for Abacus’s longevity products and scalable origination. Institutional fundraising momentum increases recurring fee opportunities and revenue visibility as the firm scales its distribution and product set.
Read all positive factors

Abacus Global Management (ABX) vs. SPDR S&P 500 ETF (SPY)

Abacus Global Management Business Overview & Revenue Model

Company Description
Abacus Global Management, Inc., established in 2004 and based in Orlando, Florida, operates within the United States as both an alternative asset manager and a market maker. The firm, set to officially transition its name from Abacus Life, Inc. in...
How the Company Makes Money
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Abacus Global Management Earnings Call Summary

Earnings Call Date:May 07, 2026
(Q1-2026)
|
% Change Since: |
Next Earnings Date:Aug 17, 2026
Earnings Call Sentiment Positive
The call presents a broadly positive operational and financial picture: strong revenue growth (+34.6%), improved cash generation (operating cash flow swing of >$153M), rising adjusted EBITDA (+33.3%) and raised guidance. Fundraising momentum, attractive portfolio KPIs (26% realized gains vs 20% target), successful fund wind-up and strategic initiatives (Manning & Napier partnership, planned securitization) support growth and capital flexibility. Offsetting items are deliberate expense investments, modest margin compression, remaining reported leverage and timing/regulatory risk around securitization and the interval fund. On balance, highlights materially outweigh the lowlights, indicating constructive momentum as the company scales.
Positive Updates
Raised Full-Year Guidance
Raised 2026 adjusted net income guidance from $96M-$104M to $100M-$106M (adjusted EPS $1.00-$1.05) and provided Q2 guide of $24M-$26M (adjusted EPS $0.24-$0.26).
Negative Updates
Rising Operating Expenses
Total operating expenses were approximately $34.8M in Q1 2026 vs $19.6M in prior year (excluding certain fair value impacts), driven by higher sales & marketing, G&A, acquisition and special project costs—intentional growth investments but a notable increase.
Read all updates
Q1-2026 Updates
Negative
Raised Full-Year Guidance
Raised 2026 adjusted net income guidance from $96M-$104M to $100M-$106M (adjusted EPS $1.00-$1.05) and provided Q2 guide of $24M-$26M (adjusted EPS $0.24-$0.26).
Read all positive updates
Company Guidance
Management raised full‑year 2026 adjusted net income guidance to $100–$106 million (≈$1.00–$1.05 adjusted EPS) and provided Q2 guidance of $24–$26 million (≈$0.24–$0.26 adjusted EPS) after reporting Q1 adjusted net income of $20.1 million; Q1 revenue grew 34.6% to $59.4 million (Life Solutions $50.6M, asset management fees $8.5M, Technology $0.4M), GAAP net income was $7.3M ($0.07/sh), adjusted EBITDA was $32.7M (+33.3%) with a 55% margin, adjusted ROE 19% and adjusted ROIC 17%. Balance sheet and portfolio metrics included cash of $37.2M, balance‑sheet policy assets $392.8M, long‑term debt ≈$330M (down from $405.8M, a ~$76.7M reduction tied to fund unwinding), annualized portfolio turnover 1.9x, average realized gain 26% (vs 20% target), assets seasoned >365 days with weighted average life expectancy 46 months and insured age 88, and $163.6M deployed off the balance sheet in Q1. Fundraising and capital flow highlights: $288M raised into longevity funds in Q1 (after $275M in Q4 and $630M in all of 2025), ~9,000 policies reviewed in Q1 (vs ~11,000 in all of 2025), nearly $1B attracted to new fund vintages since inception, a targeted securitization in late Q2/early Q3 (which would be incremental to a $500M H1 inflow expectation if done in Q2), a recourse debt/EBITDA around 2x (capacity to ~4x), and ~50% of a $20M share repurchase authorization deployed; management reiterated longer‑term targets of $30B AUM and $250M EBITDA by 2028.

Abacus Global Management Financial Statement Overview

Summary
TTM profitability and cash generation are strong (solid margins and positive operating/free cash flow), and leverage is improving versus prior periods. However, results have been volatile across recent years (including a loss year and negative cash flow periods), which lowers confidence in durability and consistency.
Income Statement
78
Positive
Balance Sheet
64
Positive
Cash Flow
58
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue250.49M235.24M111.92M66.40M44.71M22.59M
Gross Profit177.35M169.17M100.55M59.91M38.83M8.39M
EBITDA113.48M110.15M6.76M23.78M34.81M1.03M
Net Income39.15M36.53M-23.96M9.52M31.68M997.41K
Balance Sheet
Total Assets829.79M902.24M874.16M331.83M59.09M1.84M
Cash, Cash Equivalents and Short-Term Investments37.21M38.11M131.94M27.84M30.05M102.42K
Total Debt342.31M411.18M385.91M141.74M28.33M1.05M
Total Liabilities407.19M483.70M450.87M167.76M30.95M1.07M
Stockholders Equity422.60M418.54M424.15M163.93M27.25M915.05K
Cash Flow
Free Cash Flow126.02M-26.61M-209.62M-64.71M10.61M1.12M
Operating Cash Flow127.60M-25.68M-208.81M-64.52M10.69M1.34M
Investing Cash Flow-20.47M-23.28M-4.96M2.24M-3.70M-241.53K
Financing Cash Flow-113.68M-44.87M320.12M57.82M22.96M-354.58K

Abacus Global Management Technical Analysis

Technical Analysis Sentiment
Positive
Last Price9.26
Price Trends
50DMA
9.24
Positive
100DMA
9.00
Positive
200DMA
7.89
Positive
Market Momentum
MACD
0.14
Negative
RSI
60.04
Neutral
STOCH
48.48
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ABX, the sentiment is Positive. The current price of 9.26 is above the 20-day moving average (MA) of 9.22, above the 50-day MA of 9.24, and above the 200-day MA of 7.89, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 60.04 is Neutral, neither overbought nor oversold. The STOCH value of 48.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ABX.

Abacus Global Management Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$1.03B26.519.20%82.95%
69
Neutral
$290.18M15.757.96%6.89%109.33%
68
Neutral
$34.06M7.014.89%0.74%11.99%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
$4.76B20.269.56%1.54%5.03%-12.76%
66
Neutral
$3.63B17.882.46%-1.14%7.17%
51
Neutral
$3.64B-22.86-1.07%-16.15%-133.67%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ABX
Abacus Global Management
10.71
5.57
108.37%
AAME
Atlantic American
1.67
-0.70
-29.54%
CIA
Citizens
5.74
2.13
59.00%
CNO
CNO Financial
50.98
12.89
33.84%
GNW
Genworth Financial
9.47
1.60
20.33%
BHF
Brighthouse Financial
63.30
9.52
17.70%

Abacus Global Management Corporate Events

Business Operations and StrategyProduct-Related Announcements
Abacus Unveils LifeARC AI Platform, Invests in Manning & Napier
Positive
Jun 10, 2026
On June 10, 2026, Abacus Global Management released a shareholder letter outlining the launch of LifeARC™, an AI-powered lifespan modeling platform built on two decades of proprietary data to generate individualized longevity profiles. By in...
Executive/Board ChangesShareholder Meetings
Abacus Global Shareholders Reelect Directors, Approve Incentive Plan
Positive
Jun 4, 2026
At its Annual Meeting of Shareholders held on June 3, 2026, Abacus Global Management, Inc. re-elected Jay Jackson and Thomas W. Corbett, Jr. as Class III directors for new three-year terms and ratified KPMG LLP as its independent registered public...
Business Operations and StrategyM&A Transactions
Abacus Global Forms Strategic Alliance with Manning & Napier
Positive
May 27, 2026
On May 27, 2026, Abacus Global Management completed a $52.9 million acquisition of an indirect minority position in wealth and asset manager Manning Napier and entered into a Strategic Alliance Agreement, joining Callodine Group and East Asset Ma...
Business Operations and StrategyExecutive/Board ChangesStock BuybackFinancial DisclosuresM&A Transactions
Abacus Global Management Lifts 2026 Outlook After Strong Q1
Positive
May 7, 2026
Abacus Global Management on May 7, 2026, reported first-quarter 2026 results showing total revenue up 35% year-over-year to $59.4 million and GAAP net income rising 59% to $7.3 million, supported by a sharp turnaround in operating cash flow to $91...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 27, 2026