ALTI
AlTi Global, Inc.
$3.06
+4.08%
$464.0M
No data for this timeframe.
Vol
Market Cap$464.0M
Cap SizeSmall Cap
Inst. Holders38 funds
Inst. Value$104.3M
Inst. Activity3 buys / 0 sells
SEC Reports5
Recent Activity
Jun 5, 2026
SEC
AlTi Global, Inc. filed Supplement No. 2 to its definitive proxy statement for the 2026 Annual Meeting of Stockholders,
DEFA14A — Impact 2/10
May 11, 2026
SEC
AlTi Global reported Q1 2026 revenue of $73.1M (+28% YoY) and GAAP net income from continuing operations of $8.4M, swing
8-K — Impact 5/10
Apr 30, 2026
SEC
AlTi Global, Inc. filed a DEFA14A (additional definitive proxy soliciting materials) on April 30, 2026. The filing is ro
DEFA14A — Impact 2/10
Mar 31, 2026
Insider
Harrington Michael W was granted 68,596.88 shares
Chief Financial Officer
Mar 31, 2026
Insider
Graham Colleen A was granted 97,550.11 shares
Chief Legal, Compl & Risk Ofcr
Mar 31, 2026
Insider
Keenan Patrick T. was granted 14,922.05 shares
Principal Accounting Officer
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
97,681 shares ($353.6K)
Inst.
GROUP ONE TRADING LLC — DOUBLED
5,065 shares ($18.3K)
Price Targets
Historical data — last covering-analyst action Jan 2024. No current recommendation available.
$9.00 (Jan 2024)
Current $3.06
Low $9.00
Median $9.00
High $9.00
1 analysts
$9.00
$9.00
Analyst Ratings
3Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 25, 2024 | Raymond James | UPGRADE | Market Perform → Strong Buy |
| Jul 12, 2023 | Raymond James | DOWNGRADE | Strong Buy → Market Perform |
| May 2, 2023 | Raymond James | INITIATE | Strong Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.06 | $0.06 — $0.06 | 1052% YoY | 1 |
| Next Q | $0.07 | $0.07 — $0.07 | 593% YoY | 1 |
| Current FY | $0.28 | $0.28 — $0.28 | 152% YoY | 1 |
| Next FY | $0.44 | $0.44 — $0.44 | 57% YoY | 1 |
Latest Reports
NEUTRAL
DEFA14A
2/10
AlTi Global, Inc. filed Supplement No. 2 to its definitive proxy statement for the 2026 Annual Meeting of Stockholders,
Jun 5, 2026
MIXED
8-K
5/10
AlTi Global reported Q1 2026 revenue of $73.1M (+28% YoY) and GAAP net income from continuing operations of $8.4M, swing
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ALLIANZ SE | $78.6M | NEW |
| BlackRock, Inc. | $9.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.9M | — |
| STATE STREET CORP | $3.0M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $1.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 31, 2026 | Harrington Michael | A | $0.00 |
| Mar 31, 2026 | Graham Colleen | A | $0.00 |
| Mar 31, 2026 | Keenan Patrick | A | $0.00 |
| Mar 31, 2026 | Moran Kevin | A | $0.00 |
| Mar 31, 2026 | Connell Brooke | A | $0.00 |
38 institutional holders with $104.3M total value (28,822,869 shares) as of 2026-Q1. Top holders: ALLIANZ, BlackRock,, VANGUARD. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ALLIANZ SE | 21,707,214 | $78.6M | 75.4% | NEW |
| 2 | BlackRock, Inc. | 2,646,924 | $9.6M | 9.2% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,637,567 | $5.9M | 5.7% | — |
| 4 | STATE STREET CORP | 835,708 | $3.0M | 2.9% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 346,990 | $1.3M | 1.2% | TRIM -29.4% |
| 6 | RAYMOND JAMES FINANCIAL INC | 304,332 | $1.1M | 1.1% | — |
| 7 | VANGUARD FIDUCIARY TRUST CO | 283,386 | $1.0M | 1.0% | — |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 249,485 | $903.1K | 0.9% | — |
| 9 | GOLDMAN SACHS GROUP INC | 99,563 | $360.4K | 0.3% | — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 97,681 | $353.6K | 0.3% | ADD +46.2% |
| 11 | MORGAN STANLEY | 68,571 | $248.2K | 0.2% | DOUBLED +130.0% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,355 | $196.8K | 0.2% | — |
| 13 | Nuveen, LLC | 52,080 | $188.5K | 0.2% | — |
| 14 | ALLIANCEBERNSTEIN L.P. | 33,860 | $157.1K | 0.2% | — |
| 15 | CITADEL ADVISORS LLC | 43,279 | $156.7K | 0.2% | — |
| 16 | BANK OF AMERICA CORP /DE/ | 42,058 | $152.3K | 0.1% | ADD +41.6% |
| 17 | Invesco Ltd. | 38,806 | $140.5K | 0.1% | DOUBLED +262.9% |
| 18 | DEUTSCHE BANK AG\ | 36,942 | $133.7K | 0.1% | — |
| 19 | RHUMBLINE ADVISERS | 31,348 | $113.5K | 0.1% | — |
| 20 | Brevan Howard Capital Management LP | 26,284 | $95.1K | 0.1% | TRIM -29.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | 66,803 | 97,681 | +46.2% | $353.6K | 2026-Q1 |
| GROUP ONE TRADING LLC | DOUBLED | 65 | 5,065 | +7692.3% | $18.3K | 2026-Q1 |
| CWM, LLC | DOUBLED | 1,951 | 4,108 | +110.6% | $14.9K | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 52,162 | 66,803 | +28.1% | $310.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 32,634 | 48,519 | +48.7% | $225.1K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 31,553 | 44,664 | +41.6% | $207.2K | 2025-Q4 |
| Brevan Howard Capital Management LP | TRIM | 39,327 | 27,600 | -29.8% | $126.5K | 2025-Q4 |
| MetLife Investment Management, LLC | TRIM | 25,936 | 16,468 | -36.5% | $76.4K | 2025-Q4 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 21,676 | 27,873 | +28.6% | $130.00 | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 513,025 | 362,044 | -29.4% | $1.3M | 2025-Q3 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 38,648 | 52,162 | +35.0% | $185.7K | 2025-Q3 |
| Brevan Howard Capital Management LP | ADD | 27,600 | 39,327 | +42.5% | $138.4K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 24,615 | 31,553 | +28.2% | $112.3K | 2025-Q3 |
| Russell Investments Group, Ltd. | DOUBLED | 155 | 3,680 | +2274.2% | $13.1K | 2025-Q3 |
| UBS Group AG | ADD | 304,506 | 515,865 | +69.4% | $2.1M | 2025-Q2 |
| ROYAL BANK OF CANADA | DOUBLED | 6,676 | 43,308 | +548.7% | $179.0K | 2025-Q2 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 12,985 | 38,648 | +197.6% | $160.4K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 21,116 | 27,312 | +29.3% | $113.3K | 2025-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 14,478 | 18,157 | +25.4% | $75.4K | 2025-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 11,358 | 14,517 | +27.8% | $60.2K | 2025-Q2 |
| Legal & General Group Plc | ADD | 2,900 | 3,876 | +33.7% | $16.1K | 2025-Q2 |
| BARCLAYS PLC | DOUBLED | 35,410 | 72,187 | +103.9% | $299.00 | 2025-Q2 |
| CWM, LLC | DOUBLED | 907 | 1,922 | +111.9% | $8.00 | 2025-Q2 |
| UBS Group AG | TRIM | 424,798 | 304,506 | -28.3% | $925.7K | 2025-Q1 |
| Invesco Ltd. | DOUBLED | 10,445 | 37,900 | +262.9% | $115.2K | 2025-Q1 |
5 unique insiders with 5 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | Harrington Michael W | Chief Financial Officer | AWARD | 68,596.88 | — | — |
| Mar 31, 2026 | Graham Colleen A | Chief Legal, Compl & Risk Ofcr | AWARD | 97,550.11 | — | — |
| Mar 31, 2026 | Keenan Patrick T. | Principal Accounting Officer | AWARD | 14,922.05 | — | — |
| Mar 31, 2026 | Moran Kevin P. | President and COO | AWARD | 119,821.83 | — | — |
| Mar 31, 2026 | Connell Brooke | Pres, US Wealth Mgmt | AWARD | 77,505.57 | — | — |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 3 neutral. Avg impact: 3.6/10.
NEUTRAL
DEFA14A
2/10
AlTi Global, Inc. filed Supplement No. 2 to its definitive proxy statement for the 2026 Annual Meeti
Jun 5, 2026
MIXED
8-K
5/10
AlTi Global reported Q1 2026 revenue of $73.1M (+28% YoY) and GAAP net income from continuing operat
May 11, 2026
NEUTRAL
DEFA14A
2/10
AlTi Global, Inc. filed a DEFA14A (additional definitive proxy soliciting materials) on April 30, 20
Apr 30, 2026
MIXED
8-K
6/10
AlTi Global reported a strong revenue beat and significant AUM growth in Q4 2025, driven by a $29M i
Apr 21, 2026
NEUTRAL
3
3/10
Nancy Ann Curtin, Interim CEO of AlTi Global, filed an initial Form 3 disclosing ownership of multip
Apr 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2024): 86% buy across 7 analysts — 3 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2024. No current recommendation available.
$9.00 mean target (Jan 2024)
$9.00 Low
$9.00 High
| Metric | Value |
|---|---|
| Current Price | $3.06 |
| Target Low | $9.00 |
| Target Mean | $9.00 |
| Target Median | $9.00 |
| Target High | $9.00 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.06 | $0.06 | $0.06 | 1052.4% | +0.0% | 0↑ 1↓ | $0.1B | 23.1% | 1 |
| Next Q 2026-09-30 |
$0.07 | $0.07 | $0.07 | 593.1% | +0.0% | 1↑ 0↓ | $0.1B | 17.1% | 1 |
| Current FY 2026-12-31 |
$0.28 | $0.28 | $0.28 | 152.0% | +0.0% | 1↑ 0↓ | $0.3B | 17.7% | 1 |
| Next FY 2027-12-31 |
$0.44 | $0.44 | $0.44 | 57.1% | +0.0% | 1↑ 0↓ | $0.3B | 10.7% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.060 | |
| 7d ago | $0.060 | |
| 30d ago | $0.060 | |
| 60d ago | $0.060 | |
| 90d ago | $0.060 |
1 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 25, 2024 | Raymond James | UPGRADE | Market Perform | Strong Buy |
| Jul 12, 2023 | Raymond James | DOWNGRADE | Strong Buy | Market Perform |
| May 2, 2023 | Raymond James | INITIATE | — | Strong Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 11, 2026
earnings_calendar
ALTI Q1 2026 Earnings Scheduled — 2026-05-11
Mar 11, 2026
earnings_calendar
ALTI Q4 2025 Earnings After Market Close — 2026-03-11