Investment Advice · SIC 6282

Abacus Global Management, Inc.

ABX

Watch

Latest revenue

$59.4M

as of 2026-03-31

Latest net income

$7.3M

as of 2026-03-31

Net margin

12.2%

as of 2026-03-31

Price · 5Y

-0.9% / yr 14.6 pts / yr vs S&P 500 4.3% total
Compare:

Live market

delayed ≤15 min
$9.04
0.78%
Market cap
$867.1M
Enterprise value
$867.1M
P/E (trailing)
23.7×
Forward P/E
P/B
Dividend yield
2.2%
52-wk high
$10.54
52-wk low
$4.60
Beta
Shares out
95.9M

5-year trend

What this company does

AI

Abacus Global Management buys, trades, and services life insurance policies in the secondary 'life settlements' market, and manages roughly $3.33 billion in alternative funds, ETFs, and longevity-linked assets. It earns money from origination fees on policies, spreads and returns on traded or held policies, and percentage-based fees on assets under management and third-party portfolio servicing. The company is rapidly transforming from a pure life settlements firm into a diversified alternative asset manager, adding Carlisle, FCF Advisors, and AccuQuote, moving to the NYSE, and launching an asset-based finance strategy in January 2026.

Generated from ABX's filing dated 2026-03-13

Key risks

AI
  • Acquisition integration risk: Carlisle, FCF (Dec 2024) and AccuQuote (Oct 2025) acquisitions create execution risk amid a Feb 2025 rebrand and NYSE relisting.
  • Mortality/longevity exposure: holds non-variable universal life policies where returns depend on insured lifespans; longer-than-modeled lives compress IRRs and require ongoing premium outlays.
  • Strategy creep: January 2026 launch into the $20T asset-based finance market (consumer credit, equipment, IP) is far outside Abacus's life-settlement core competency.

Generated from ABX's filing dated 2026-03-13

Profitability

Gross margin

87.7%

2.3%

Operating margin

37.7%

4854.0%

Net margin

15.5%

172.5%

Return on equity

-112.2%

100.0%

Return on assets

4.0%

247.7%

Leverage

Debt / equity

-4.52×

65.9%

Long-term debt / equity

-1.00×

Debt / assets

128.4%

18.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$59.4M+34.6%$7.3M+56.6%12.2%

Q4 2025

2025-12-31

$71.9M-32.8%$7.2M+142.7%10.1%

Q3 2025

2025-09-30

$63.0M+5232.7%$7.1M+238.1%11.2%

Q2 2025

2025-06-30

$56.2M+2626.2%$17.6M+3138.2%31.3%

Q1 2025

2025-03-31

$44.1M+2511.5%$4.6M+444.0%10.5%

Q4 2024

2024-12-31

$107.0M$-16.9M-15.8%

Q3 2024

2024-09-30

$1.2M-46.2%$-5.1M-667.3%-434.0%

Q2 2024

2024-06-30

$2.1M+482.0%$-578.8K-81.9%-28.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Investment Advice · SIC 6282

Your notes

Keep private notes on ABX — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$2.2M

Insider selling

$60.0K

Net activity

+$2.1M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-02-18

Matthew Ganovsky

Co-Founder and President

Sale2,386$8.38$20.0K
2026-02-18

Kevin Scott Kirby

Co-Founder and President

Sale2,386$8.38$20.0K
2026-02-18

Sean Mcnealy

Co-Founder and President

Sale2,386$8.38$20.0K
2025-06-04

Sean Mcnealy

Co-Founder and President

Purchase86,207$5.77$497.8K
2025-06-04

Kevin Scott Kirby

Co-Founder and President

Purchase86,207$5.77$497.8K
2025-06-04

Sean Mcnealy

Co-Founder and President

Purchase86,207$5.77$497.8K
2025-06-04

Kevin Scott Kirby

Co-Founder and President

Purchase86,207$5.77$497.8K
2025-06-04

William Hugh Mccauley JR

Chief Financial Officer

Purchase33,000$5.82$192.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ABX

Institutional value

$103.7M

Total shares held

13.2M

Distinct holders

70

-48 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.7M$21.5M-43.3K (-1.6%)Trimmed
2ROYCE & ASSOCIATES LP2.1M$16.7M+129.5K (+6.5%)Added
3VANGUARD CAPITAL MANAGEMENT LLC1.8M$14.4MNew
4Allspring Global Investments Holdings, LLC1.3M$10.3M-78.6K (-5.6%)Trimmed
5Alta Fundamental Advisers LLC1.1M$8.6M+0 (+0.0%)No change
6QTR Family Wealth, LLC628.6K$5.5M+0 (+0.0%)No change
7KENNEDY CAPITAL MANAGEMENT LLC639.8K$5.0M+15.1K (+2.4%)Added
8FRANKLIN RESOURCES INC471.3K$3.7M-71.0K (-13.1%)Trimmed
9JANE STREET GROUP, LLC351.6K$2.8M+85.2K (+32.0%)Added
10VANGUARD PORTFOLIO MANAGEMENT LLC234.1K$1.8MNew
11VANGUARD FIDUCIARY TRUST CO226.1K$1.8MNew
12SEI INVESTMENTS CO204.6K$1.6M+58.0K (+39.6%)Added
13Nuveen, LLC172.9K$1.4M+2.1K (+1.2%)Added
14UBS Group AG166.9K$1.3M+36.0K (+27.5%)Added
15Bank of New York Mellon Corp152.1K$1.2M+7.4K (+5.1%)Added
16Swiss National Bank77.3K$609.1K-3.6K (-4.4%)Trimmed
17State of Wyoming59.6K$469.7K+24.0K (+67.5%)Added
18World Investment Advisors40.1K$316.3K+19.0K (+89.7%)Added
19DEUTSCHE BANK AG\33.6K$264.6K+4.8K (+16.7%)Added
20RHUMBLINE ADVISERS33.3K$262.3K+1.2K (+3.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With AUM at $3.33B post-Carlisle and FCF acquisitions, what organic versus acquired AUM growth occurred in 2025, and what's recurring fee economics versus episodic policy gains?

  2. 2

    How sensitive is your held-policy portfolio's fair value to a 100bp change in life-expectancy assumptions or discount rates, and what unrealized mark sits in earnings?

  3. 3

    Four acquisitions in 13 months plus an NYSE uplisting—what leverage, goodwill, and integration costs are embedded, and when does Carlisle become accretive to EPS?

Refreshed when ABX files a new report · last from 2026-03-13