Abacus Global Management, Inc. ABX R2KFINANCIAL
Company Overview
Abacus Global Management, Inc. operates as an alternative asset manager and market maker in the United States, Luxembourg, and internationally. The company operates in three segments: Asset Management, Life Solutions, and Technology Services segments. The Asset Management segment provides asset management services to investors investing in alternative investment and exchange-traded funds. The Life Solutions segment originates life insurance policy settlements between investors or buyers, and the sellers, who are often the original policy owners. The Technology Services segment provides real-time mortality verification, missing participant verification, and other services specific to the life insurance market services to customers on a contract basis. It sells its products through financial advisors or agents, direct-to-consumer, and traditional life settlements intermediaries. The company was formerly known as Abacus Life, Inc. and changed its name to Abacus Global Management, Inc. in February 2025. Abacus Global Management, Inc. was founded in 2004 and is headquartered in Orlando, Florida.
Why Investors Should Care
Revenue has grown at a 73.9% CAGR over the past five years.
Operating margin of 29.4% supports profitability.
Offers a dividend yield of 2.40%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $235.24M (+110.2% YoY); net profit $36.53M.
- Trailing 12 Months Year-on-year growth — revenue +29.9%, earnings -61.9%.
- 5-Year Trend Long-term compounding — revenue CAGR 73.9%, profit CAGR 4.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 73.92% |
| 1 Year: | 29.90% |
Compounded Profit Growth
| 5 Years: | 4.86% |
| 1 Year: | -61.90% |
Stock Price Performance
| 1 Year: | +35.15% |
| 6 Months: | -9.88% |
| 3 Months: | -20.65% |
| 1 Month: | +0.36% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)48.17 · Neutral
P/E of 30.74 is above the sector median of 13.55 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 73.9% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 30.8% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ABX Abacus Global Management, Inc. R2KFINANCIAL | 8.30 | 30.74 | $811.68M | 2.40% | 11.33% | 6.55% | 73.92% | 4.86% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | 419.42K | - | - | 354.37K | - | - | 29.08M | - | - | 44.14M | 56.22M | 62.98M | 71.90M | 59.39M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 7.11M | 6.05M | 7.66M | 8.04M | 6.31M |
| Gross Profit | - | - | - | - | - | - | 7.73M | 9.75M | 9.78M | 10.41M | 17.76M | 18.77M | 26.33M | - | - | 37.03M | 50.17M | 55.32M | 63.86M | 53.08M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 19.64M | 27.38M | 32.91M | 41.06M | 34.75M |
| Operating Income | - | - | - | - | - | - | 5.33M | 10.67M | 7.53M | 8.37M | 6.30M | 2.25M | 6.77M | - | - | 17.39M | 22.79M | 22.41M | 22.80M | 18.33M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 22.11M | 35.62M | 25.91M | 26.51M | 25.44M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 9.62M | 8.75M | 9.74M | 10.68M | 10.45M |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 7.73M | 21.68M | 11.77M | 11.56M | 11.06M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.33M | 4.07M | 4.69M | 4.34M | 3.79M |
| Net Income | -468 | 4.95M | 10.79M | -7.18M | 10.76M | 9.38M | 4.68M | 9.99M | 8.09M | 6.75M | 903.36K | -1.35M | 769.98K | - | - | 4.64M | 17.58M | 7.08M | 7.23M | 7.27M |
| Diluted EPS | - | - | - | - | - | - | 0.09 | 0.20 | 0.16 | 0.13 | 0.01 | -0.02 | 0.01 | -0.07 | - | 0.05 | 0.18 | 0.07 | - | 0.07 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 44.71M | 66.40M | 111.92M | 235.24M |
| Cost of Revenue | - | 5.88M | 6.49M | 11.37M | 28.86M |
| Gross Profit | - | 38.83M | 59.91M | 100.55M | 206.38M |
| Operating Expenses | - | 4.03M | 34.80M | 98.71M | 120.98M |
| Operating Income | - | 34.80M | 25.11M | 1.84M | 85.40M |
| EBITDA | - | 33.32M | 23.78M | 6.76M | 110.15M |
| Interest Expense | - | 42.80K | 9.87M | 18.28M | 38.79M |
| Pretax Income | - | 33.28M | 10.50M | -19.43M | 52.75M |
| Tax Provision | - | 889.94K | 1.47M | 5.48M | 15.43M |
| Net Income | - | 31.68M | 9.52M | -23.96M | 36.53M |
| Diluted EPS | - | 0.63 | 0.16 | -0.34 | 0.36 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Total Assets | 345.85M | - | 59.09M | 331.83M | 874.16M | 902.24M |
| Current Assets | - | - | 33.28M | 31.78M | 159.56M | 69.57M |
| Cash & Equivalents | - | - | 30.05M | 25.59M | 131.94M | 38.11M |
| Inventory | - | - | - | - | - | - |
| Receivables | - | - | 208.81K | 2.23M | 22.90M | 27.40M |
| Total Liabilities | 44.93M | - | 30.95M | 167.76M | 450.87M | 483.70M |
| Current Liabilities | - | - | 1.30M | 23.33M | 62.47M | 148.59M |
| Long Term Debt | - | - | 28.25M | 126.79M | 342.39M | 289.89M |
| Total Debt | - | - | 28.33M | 141.74M | 385.91M | 411.18M |
| Total Equity | -44.08M | - | 27.25M | 163.93M | 424.15M | 418.54M |
| Shares Outstanding | - | - | 63.35M | 63.39M | 96.73M | 104.88M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 10.69M | -64.04M | -208.81M | -25.68M |
| Investing Cash Flow | - | -3.70M | 2.24M | -4.96M | -23.28M |
| Financing Cash Flow | - | 22.96M | 57.34M | 320.12M | -44.87M |
| Capital Expenditure | - | -79.10K | -189.67K | -805.14K | -931.44K |
| Free Cash Flow | - | 10.69M | -64.23M | -209.62M | -26.61M |
| Net Change in Cash | - | 29.95M | -4.46M | 106.36M | -93.83M |
| Share Buybacks | - | 0 | 1.28M | 10.74M | 43.78M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | 86.8% | 90.2% | 89.8% | 87.7% |
| Operating Margin % | - | 77.8% | 37.8% | 1.6% | 36.3% |
| Net Margin % | - | 70.9% | 14.3% | -21.4% | 15.5% |
| ROE % | - | 116.3% | 5.8% | -5.6% | 8.7% |
| ROCE % | - | 60.2% | 8.1% | 0.2% | 11.3% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Royce & Associates LP | 2.38% | 2.32M | $19.03M |
| 2 | Blackrock Inc. | 2.34% | 2.28M | $18.71M |
| 3 | Mendon Capital Advisors Corp | 1.84% | 1.80M | $14.74M |
| 4 | Curi Capital LLC | 1.74% | 1.70M | $13.92M |
| 5 | Ashford Capital Management Inc. | 1.71% | 1.67M | $13.68M |
| 6 | Vanguard Capital Management LLC | 1.63% | 1.60M | $13.08M |
| 7 | Allspring Global Investments Holdings, LLC | 1.13% | 1.11M | $9.06M |
| 8 | Alta Fundamental Advisers LLC | 1.12% | 1.10M | $8.99M |
| 9 | Morgan Stanley | 1.02% | 999.87K | $8.19M |
| 10 | CSM Advisors, LLC | 0.99% | 965.73K | $7.91M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ABX
Wall Street Analysts Think Abacus Global Management, Inc. (ABX) Could Surge 67.58%: Read This Before Placing a Bet
The mean of analysts' price targets for Abacus Global Management, Inc. (ABX) points to a 67.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnin…
Abacus Global Management to Announce Third Quarter 2026 Financial Results on Thursday, November 5, 2026
ORLANDO, Fla., October 15, 2026--Abacus Global Management, Inc. (NYSE: ABX), a financial services company specializing in alternative asset management, with a focus on longevity-based assets and personalized financial planning, today announ…
Abacus Global Management and Retirable Announce Partnership, Integrating Abacus LifeARC™ into Retirable Platform
ORLANDO, Fla. & NEW YORK, October 13, 2026--Abacus Global Management, Inc. (NYSE: ABX) ("Abacus"), a financial services company specializing in alternative asset management, with a focus on longevity-based assets and personalized financial …
Living to 95? Your Retirement Plan Isn't Ready
Jay Jackson on why the 4% rule is broken and how to plan for a longer life
Abacus Global Management, Inc. (ABX) Loses 19% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
Abacus Global Management, Inc. (ABX) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates …
What Makes Abacus Global Management, Inc. (ABX) a New Buy Stock
Abacus Global Management, Inc. (ABX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.…
ABX — Frequently Asked Questions
What is the current share price of Abacus Global Management, Inc. (ABX)?
As of 2026-10-23 16:27 PDT, Abacus Global Management, Inc. (ABX) trades at $8.30 on NYSE. Its 52-week range is $4.87 to $12.00.
What is the market capitalisation of ABX?
Abacus Global Management, Inc. (ABX) has a market capitalisation of $811.68M on NYSE.
What is the P/E ratio of ABX?
ABX trades at a trailing price-to-earnings (P/E) ratio of 30.74. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is 1.83.
Does ABX pay a dividend?
Abacus Global Management, Inc. (ABX) currently offers a dividend yield of 2.40%.
What is the return on equity (ROE) of ABX?
ABX has a return on equity (ROE) of 6.55%. Its return on capital employed (ROCE) is 11.33%.
Is ABX a good stock to buy?
This page provides a data-driven analysis of Abacus Global Management, Inc. (ABX), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.