ORLANDO, Fla., Oct. 15, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. (NASDAQ: ABL) (“Abacus” or the “Company”), a leader in the alternative asset management space, today announced it will release its third quarter 2025 financial results after the market closes on Thursday, November 6, 2025. Abacus will hold a conference call to discuss the financial results at 5:00 pm Eastern Time on November 6, 2025. A live webcast of the conference call will be available on Abacus’ investor relations website at ...

Core Viewpoint - Abacus Global Management has acquired AccuQuote, a US-based insurance brokerage, to enhance its growth strategy and support clients throughout the full life cycle of their insurance needs [1][3]. Company Overview - AccuQuote has nearly 40 years of experience in the insurance brokerage industry, helping clients understand and purchase life insurance policies [1][3]. - The acquisition allows Abacus to provide solutions for clients who may not qualify to sell their policies, thus capturing a broader market [3][4]. Strategic Alignment - The acquisition aligns with Abacus's strategy to transition into personal wealth management and asset management, creating opportunities for shareholders and new investors [6]. - Abacus aims to integrate AccuQuote's technology-driven instant quote platform to enhance client services on both the protection and asset management fronts [5][6]. Market Potential - There is a significant market opportunity for clients to understand their life insurance policies as assets, which can lead to better financial planning [4]. - The insurance industry is moving towards comprehensive client care, providing various options from the beginning to the end of the insurance lifecycle [4].

Group 1 - The article discusses the perspective of a full-time individual investor with over ten years of experience in the stock market, focusing on seeking asymmetric investment opportunities where potential upside significantly outweighs downside risks [1] - The investor expresses a preference for classic value ideas but is also open to exploring growth or technology opportunities when the risk-reward ratio is favorable [1] - The investor enjoys analyzing overlooked or out-of-favor businesses in the current market environment, leveraging a Master's degree in Business Administration for a solid foundation in finance, strategy, and market analysis [1] Group 2 - The investor shares insights through writing on Seeking Alpha, aiming to provide clear and useful analysis while engaging in conversations with other investors [1]

Core Insights - Abacus Global Management has acquired AccuQuote, enhancing its financial services platform and expanding access to insurance solutions nationwide [1][3] - The acquisition aims to integrate AccuQuote's digital distribution platform with Abacus' existing financial planning and asset management services, addressing the entire lifecycle of client needs [3][5] - AccuQuote has a strong track record, having assisted nearly 350,000 families and written $156 billion in life insurance policy benefits [2] Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, and technology innovations, focusing on longevity-based assets and personalized financial planning [6] - The company leverages proprietary data analytics and industry expertise to optimize financial outcomes for individuals and institutions globally [6] Strategic Implications - The acquisition is expected to create strategic synergies, allowing Abacus to monetize thousands of monthly inquiries from policyholders [4] - By integrating AccuQuote's marketplace with its wealth management capabilities, Abacus aims to eliminate barriers between protection planning and asset growth [5] - Both companies express confidence that this partnership will enhance their impact in the insurance marketplace and fulfill evolving client financial needs [5]

Core Insights - Abacus Global Management, Inc. is hosting an Investor Summit on October 28, 2025, in Zurich, Switzerland, focusing on the secondary life insurance industry and longevity-based financial products [1][4] - The summit aims to highlight the increasing institutional recognition of longevity-linked investments as sophisticated alternative assets for portfolio diversification [2][4] Group 1: Event Details - The Investor Summit will feature both in-person and virtual attendance options, accommodating global participation [4] - The event will take place at The Dolder Grand in Zurich, with enforced capacity limits for in-person attendees [4] - Registration is currently open for both attendance formats [4][8] Group 2: Agenda and Topics - The agenda includes discussions on ABL overview and outlook, asset-based finance opportunities in private credit, and technological innovations in underwriting for lifespan-based financial products [3] - Investor perspectives on diversification strategies will also be a key topic of discussion [3] Group 3: Company Overview - Abacus Asset Group specializes in longevity-linked investments and secondary life insurance products, utilizing proprietary technology and actuarial expertise [5] - Abacus Global Management focuses on alternative asset management and data-driven wealth solutions, leveraging data analytics and industry expertise to optimize financial outcomes [6]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Abacus Global Management, Inc. for possible violations of federal securities laws and unlawful business practices [1][2]. Investigation Details - A report by Morpheus Research on June 4, 2025, accused Abacus of being involved in a life settlements accounting scheme, leading to a stock price decline of over 21% [2]. Next Steps - Abacus shareholders who have suffered losses or have information regarding the claims are encouraged to contact Bragar Eagel & Squire for further assistance [3]. About the Law Firm - Bragar Eagel & Squire, P.C. is a law firm recognized nationally, representing investors in various complex litigations across state and federal courts [4].

Core Insights - Abacus Global Management, Inc. has been included in the Russell 2000 and Russell 3000 indexes as of September 22, 2025, marking a significant milestone for the company [1][2] Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services [3] - The company focuses on longevity-based assets and personalized financial planning, utilizing proprietary data analytics and industry expertise to enhance financial outcomes for clients [3] Industry Context - Membership in the Russell 2000 automatically includes Abacus in the Russell 3000 Index and relevant growth and value style indexes, which are widely utilized by investment managers and institutional investors [2] - Approximately $10.6 trillion in assets are benchmarked against Russell's U.S. indexes, indicating the significance of these indexes in the investment community [2]

Summary of Abacus Global Management Conference Call Company Overview - **Company Name**: Abacus Global Management (NasdaqCM: ABL) - **Industry**: Asset Management and Life Insurance Solutions - **Public Company Status**: Went public two years ago, with over 20 years of operational history [6][8] Key Financial Metrics - **Revenue Growth**: Year-over-year revenue growth of 93% in Q2 2025 [12] - **Capital Deployment Growth**: Nearly 20% increase in capital deployment [12] - **Total Inflows**: $142 million in total inflows for Q2 2025, a significant increase from over $10 million in the prior year [12] - **Profitability**: Return on Equity (ROE) at 21%, Return on Invested Capital (ROIC) at 22%, and adjusted EBITDA margin greater than 50% [13][14] - **Guidance**: Raised guidance for 2025 to $74 million to $80 million, representing a 59% to 72% year-over-year increase [54] Business Model and Strategy - **Core Business Lines**: - Abacus Life Solutions: Origination and market-making of unique insurance contracts [16] - Abacus Asset Group: Asset management and capital deployment [19] - ABL Tech: Data valuation and analytics services [17] - Abacus Wealth Advisors: Financial advisory services focusing on lifespan data [20] - **Market Position**: - Operates in a highly regulated environment with significant barriers to entry [16] - Controls the entire value chain from origination to asset management [40] - Serves clients in over 30 countries with a growing employee base [9] Data and Technology Utilization - **Data Management**: Focus on lifespan, medical, and mortality-driven data to enhance asset management and service offerings [11] - **Technology Integration**: ABL Tech can identify mortality with 99% accuracy in less than 48 hours, significantly improving efficiency for pension funds [18] Market Opportunities - **Secondary Market Size**: The secondary market opportunity is estimated at $255 billion, with a tertiary market of nearly $30 billion [38] - **Demand for Products**: Increased demand from private credit and institutional investors seeking uncorrelated yields [63] Unique Selling Proposition - **Education and Awareness**: The company emphasizes educating clients about the value of life insurance as an asset, which is often overlooked [24][26] - **Client-Centric Approach**: Focus on providing customized financial solutions based on lifespan data to help clients manage their retirement funds effectively [34] Growth Potential - **Future Projections**: Anticipated growth in both transactional and non-transactional revenue streams, with total addressable markets (TAM) in the hundreds of billions [35] - **Talent Acquisition**: Actively recruiting top talent to enhance operational capabilities and drive growth [60] Conclusion - **Overall Performance**: Abacus Global Management is positioned for significant growth with a strong financial foundation, innovative use of data, and a comprehensive service offering that addresses the needs of a diverse client base [59]

Group 1 - ClearBridge Investments released its second-quarter 2025 investor letter for the ClearBridge Small Cap Strategy, highlighting volatility in small-cap stocks during the quarter [1] - The Russell 2000 Index rebounded 10% from its November 2024 record highs, driven by growth, momentum, high-beta, and low-quality stocks, but underperformed compared to the Russell 1000 Index, which returned 11.1% [1] - The ClearBridge Small Cap Strategy underperformed its benchmark during this period [1] Group 2 - Abacus Global Management, Inc. (NASDAQ:ABL) was highlighted in the investor letter, with a one-month return of 3.57% and a 52-week loss of 32.42%, closing at $6.67 per share with a market capitalization of $639.795 million on September 15, 2025 [2] - ClearBridge exited its position in Abacus Global Management due to concerns over its performance and a short report alleging inflated policy values linked to a conflict of interest [3] - Abacus Global Management is not among the 30 most popular stocks among hedge funds, with 30 hedge fund portfolios holding the stock at the end of the second quarter, up from 26 in the previous quarter [4]

Core Viewpoint - Abacus Global Management, Inc. is actively engaging with investors through participation in two upcoming conferences in September 2025, showcasing its commitment to investor relations and transparency [1][2][3]. Group 1: Conference Participation - The company will attend the B. Riley Securities 8th Annual Consumer & TMT Conference on September 10, 2025, in New York City, where COO Elena Plesco and SVP Robert Phillips will conduct one-on-one meetings with investors [2]. - Abacus will also participate in the Sidoti Small-Cap Virtual Conference on September 17-18, 2025, with CEO Jay Jackson delivering a formal presentation on September 18 at 1:45 p.m. Eastern Time [3]. - A replay of the Sidoti presentation will be available on the company's investor relations website after the event [4]. Group 2: Company Overview - Abacus Global Management specializes in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services, focusing on longevity-based assets and personalized financial planning [5]. - The company utilizes proprietary data analytics and decades of industry expertise to provide innovative solutions aimed at optimizing financial outcomes for both individuals and institutions globally [5].