AlTi Global (NASDAQ:ALTI) Issues Earnings Results

Key Points

• AlTi reported quarterly EPS of ($0.20), missing estimates of $0.02, while revenue modestly beat at $88.3M; GAAP results showed a $155M net loss driven by non‑cash impairments and one‑time costs despite adjusted EBITDA improving to $35M.
• Founder and long‑time CEO Michael Tiedemann will step down with Global CIO Nancy Curtin named interim CEO, and a special committee is continuing a strategic review amid an Allianz 13D filing that creates potential but uncertain outcomes.
• Assets under management reached $50 billion (up 10% YoY) and 2025 revenue hit $255M (+29% YoY), helped by organic growth and the Kontora deal, while cost‑savings initiatives target roughly $20M of recurring annual gross savings by year‑end 2026.

AlTi Global (NASDAQ:ALTI - Get Free Report) issued its quarterly earnings data on Tuesday. The basic materials company reported ($0.20) earnings per share for the quarter, missing analysts' consensus estimates of $0.02 by ($0.22), FiscalAI reports. AlTi Global had a negative return on equity of 6.77% and a negative net margin of 71.93%.The firm had revenue of $88.26 million during the quarter, compared to analyst estimates of $86.60 million.

Here are the key takeaways from AlTi Global's conference call:

• After 25+ years as CEO, founder Michael Tiedemann will step down and Nancy Curtin (Global CIO) becomes Interim CEO, with management stressing internal continuity and a long-tenured leadership team.
• Assets under management reached $50 billion (up 10% YoY) and 2025 revenue was $255 million (+29% YoY), driven by organic growth, the Kontora acquisition, and sizable incentive fees from alternatives (including a strong arbitrage strategy).
• Cost-savings initiatives — notably zero-based budgeting and the exit of the non-core International Real Estate business — identified about $20 million of recurring annual gross savings, with most expected by year-end 2026.
• Adjusted EBITDA improved to $35 million, but GAAP results showed a $155 million net loss for 2025 due to non-cash impairments (including a $35M arbitrage impairment) and one-time strategic-review and integration costs.
• A special committee is continuing a strategic review after receiving no acceptable proposals to date, and Allianz filed a 13D (a standstill exists but could be waived), creating potential but uncertain strategic outcomes.

AlTi Global Price Performance

NASDAQ ALTI traded up $0.02 on Tuesday, hitting $3.62. The company had a trading volume of 340,890 shares, compared to its average volume of 151,263. The company's fifty day moving average price is $4.21 and its 200-day moving average price is $4.14. The company has a market capitalization of $530.87 million, a PE ratio of -2.00 and a beta of 0.76. AlTi Global has a 12-month low of $2.62 and a 12-month high of $5.45.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings restated a "sell (d-)" rating on shares of AlTi Global in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Reduce".

Institutional Trading of AlTi Global

A number of institutional investors and hedge funds have recently modified their holdings of ALTI. Invesco Ltd. raised its position in shares of AlTi Global by 262.9% during the 1st quarter. Invesco Ltd. now owns 37,900 shares of the basic materials company's stock worth $115,000 after purchasing an additional 27,455 shares during the last quarter. AQR Capital Management LLC acquired a new stake in AlTi Global in the 1st quarter worth about $42,000. Geode Capital Management LLC increased its stake in AlTi Global by 15.2% during the 2nd quarter. Geode Capital Management LLC now owns 1,298,545 shares of the basic materials company's stock worth $5,390,000 after buying an additional 170,951 shares in the last quarter. The Manufacturers Life Insurance Company increased its stake in AlTi Global by 25.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 18,157 shares of the basic materials company's stock worth $75,000 after buying an additional 3,679 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of AlTi Global by 15.4% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 23,280 shares of the basic materials company's stock valued at $97,000 after acquiring an additional 3,109 shares during the last quarter. Hedge funds and other institutional investors own 3.57% of the company's stock.

AlTi Global Company Profile

AlTi Global, Inc provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles.

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