Abacus Global Management sold $50 million in securitized life insurance assets via an above investment-grade collateralized note.
Quiver AI Summary
Abacus Global Management, Inc. announced the successful sale of $50 million in securitized life insurance assets, structured as an above investment-grade rated collateralized note, which closed on October 22, 2025. This transaction allows institutional investors, banks, and insurance firms to invest in life insurance assets through a rated structure that is uncorrelated with traditional markets, offering a mid-single-digit yield. The deal highlights strong demand for longevity-based investment opportunities and addresses the risks of individual life settlements. CEO Jay Jackson emphasized the significance of this milestone in providing institutional access to innovative, highly-rated investment options in the life insurance sector.
Potential Positives
- Successfully sold $50 million of securitized life insurance assets, demonstrating strong capital generation capacity.
- The transaction is structured as an above investment-grade rated collateralized note, enhancing the company's reputation in the capital markets.
- This innovative transaction allows institutional investors access to uncorrelated investment opportunities, indicating relevance and adaptability in market demand.
- The closing of this deal is highlighted as a key milestone for the business, reflecting growth potential and strategic capabilities in asset management.
Potential Negatives
- The transaction's dependence on institutional demand for longevity-based assets could raise concerns about market volatility and potential future risks associated with these investments.
FAQ
What was the recent transaction announced by Abacus Global Management?
Abacus announced the successful sale of $50 million in securitized life insurance assets, structured as an above investment-grade rated collateralized note.
When did the transaction close?
The transaction closed on October 22, 2025.
What benefits does this transaction offer to investors?
The transaction provides institutional investors access to uncorrelated life insurance assets, offering strong diversification and mitigating individual asset risks.
What is the yield of the collateralized note?
The collateralized note carries a mid-single-digit yield, appealing to institutional investors.
How does Abacus Global Management support investors?
Abacus provides data-driven wealth solutions and innovative financial services, focusing on longevity-based assets and personalized financial planning.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ABL Insider Trading Activity
$ABL insiders have traded $ABL stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ABL stock by insiders over the last 6 months:
- KEVIN SCOTT KIRBY (Co-Founder and President) purchased 86,207 shares for an estimated $497,759
- SEAN MCNEALY (Co-Founder and President) purchased 86,207 shares for an estimated $497,759
- WILLIAM HUGH JR MCCAULEY (Chief Financial Officer) purchased 33,000 shares for an estimated $192,155
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ABL Hedge Fund Activity
We have seen 70 institutional investors add shares of $ABL stock to their portfolio, and 40 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC removed 2,069,221 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $10,635,795
- MILLENNIUM MANAGEMENT LLC added 942,201 shares (+601.1%) to their portfolio in Q2 2025, for an estimated $4,842,913
- CSM ADVISORS, LLC added 804,690 shares (+inf%) to their portfolio in Q2 2025, for an estimated $4,136,106
- STIEVEN CAPITAL ADVISORS, L.P. removed 743,310 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,820,613
- GRATIA CAPITAL, LLC removed 627,402 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,224,846
- BALYASNY ASSET MANAGEMENT L.P. removed 611,416 shares (-91.2%) from their portfolio in Q2 2025, for an estimated $3,142,678
- CLEARBRIDGE INVESTMENTS, LLC removed 607,738 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,123,773
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ABL Analyst Ratings
Wall Street analysts have issued reports on $ABL in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 07/02/2025
- Maxim Group issued a "Buy" rating on 04/29/2025
To track analyst ratings and price targets for $ABL, check out Quiver Quantitative's $ABL forecast page.
$ABL Price Targets
Multiple analysts have issued price targets for $ABL recently. We have seen 2 analysts offer price targets for $ABL in the last 6 months, with a median target of $11.5.
Here are some recent targets:
- Crispin Love from Piper Sandler set a target price of $9.0 on 10/09/2025
- An analyst from Maxim Group set a target price of $14.0 on 04/29/2025
Full Release
~ Transaction Structured as an Above Investment Grade-Rated Collateralized Note ~
ORLANDO, Fla., Oct. 23, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. ("Abacus" or the "Company") (NASDAQ: ABL), a leader in alternative asset management, announced that it successfully sold $50 million of securitized life insurance assets, the deal was structured as an above investment-grade rated collateralized note. The transaction closed on October 22, 2025. This innovative transaction enables institutional investors, banks, and insurance companies to gain direct exposure to life insurance assets via an uncorrelated rated structure.
The note carries an above investment-grade rating and a mid-single-digit yield. This demonstrates strong institutional demand for longevity-based assets that provide diversification from traditional market exposures, and mitigates risks associated with owning individual life settlement assets.
Jay Jackson, Chairman and Chief Executive Officer of Abacus, said, "This solution provides institutional investors with direct access to the uncorrelated investment opportunity of life insurance policies through an innovative, highly-rated, and securitized structure. This is a key milestone for our business and demonstrates our ability to create new institutional interest for life insurance assets.”
About Abacus
Abacus Global Management (NASDAQ: ABL) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide.
For more information, please visit abacusgm.com .
Contacts
:
Investor Relations
Robert F. Phillips – SVP Investor Relations and Corporate Affairs
[email protected]
(321) 290-1198
David Jackson – Managing Director of Investor Relations
[email protected]
(321) 299-0716
Abacus Global Management Public Relations
[email protected]
