Type
|
Public |
---|---|
Traded as |
|
Industry | Loyalty marketing services |
Founded | December 2, 1996 |
Headquarters | Plano, Texas, United States |
Area served
|
USA, Canada |
Key people
|
Ed Heffernan, President and CEO |
Products | Air Miles |
Revenue | US$7.138 billion (2016) |
Operating income
|
US$1.265 billion (2016) |
Net income
|
US$515.8 million (2016) |
Total assets | US$25.51 billion (2016) |
Total equity | US$1.658 billion (2016) |
Number of employees
|
17,000 (2017) |
Subsidiaries | LoyaltyOne Epsilon Alliance Data Retail Services |
Website | alliancedata |
Alliance Data Systems Corporation is a publicly traded provider of loyalty and marketing services, such as private label credit cards, coalition loyalty programs, and direct marketing, derived from the capture and analysis of transaction-rich data.
Alliance Data was formed from the December 1996 merger of two entities: J.C. Penney's credit card processing unit and The Limited's credit card bank operation, named World Financial Network National Bank.
In August 1998, Alliance Data acquired LoyaltyOne, then-branded The Loyalty Group Canada, for $250 million. The deal gave Alliance Data two valuable business enhancements, Canada's Air Miles Rewards Program and the company behind the popular Air Miles program, LoyaltyOne.
In May 2007, Alliance Data and The Blackstone Group, a private equity firm, announced plans for Alliance Data to be acquired by The Blackstone Group. In April 2008, Alliance Data terminated the merger agreement with Blackstone Affiliates.
Ed Heffernan was promoted to president and CEO of Alliance Data in February 2009, after being with the company since 1998.
Card Services is a provider of integrated credit and marketing services including private label, co-branded and commercial credit card programs. Alliance Data Card Services manages over 135 card programs for retail brands such as Victoria’s Secret, J.Crew, Eddie Bauer, Buckle, HSN, Pottery Barn and Pier 1 Imports.
In 2011, Alliance Data, in partnership with NICE Systems, was honored with the Operational Leadership Award for its customer care centers by Ventana Research.
Alliance Data Card Services maintains two banks to manage the funding and receivables for its clients' credit programs. In September 2012, the banks rebranded their names from WFNNB (World Financial Network [National] Bank) and WFCB (World Financial Capital Bank) to both operate under the Comenity name, as Comenity Bank and Comenity Capital Bank, respectively.
LoyaltyOne, located in Canada, provides loyalty marketing programs for North American brands in the retail, financial services, grocery, petroleum, travel, and hospitality industries.
Five businesses make up the LoyaltyOne: Air Miles national reward program, in which approximately two-thirds of Canadian households participate; Colloquy; LoyaltyOne Consulting; Precima; and Squareknot.
Hewitt Associates named LoyaltyOne in their "2014 List of the 50 Best Employers in Canada."
Epsilon provides a broad range of loyalty marketing services spanning database marketing, direct mail, email marketing, web development, loyalty programs, analytics, data services, strategic consulting and creative services, among others.
Ad Age has ranked Epsilon among the top marketing services firms and direct marketing agencies for several years, and Epsilon has the distinction as being the Top US Agency From All Disciplines and Top US CRM/Direct Marketing Agencies for 2012. It sends billions of permission-based emails every year. Acquired by Epsilon in 2011, Aspen Marketing Services is a marketing services agency headquartered in Chicago, Illinois with locations in the United States and Canada. In 2012, Epsilon reached an agreement to acquire the Hyper Marketing (“HMI”) group of companies, the largest privately held digital marketing services agencies in the United States, for about $460 million.
In March 2011, Epsilon detected unauthorized access to its email database, resulting in the theft of email addresses of its clients' customers.
In late February 2013, Facebook announced partnerships with four companies, including Epsilon, to help reshape its targeted advertising strategy.
Because of Epsilon’s growth over the past several years, the company relocated its headquarters to the former Nokia regional headquarters space in Las Colinas, Texas, near Dallas.
In March 2014, 60 Minutes interviewed Bryan Kennedy, chairman and CEO of Epsilon, as part of its segment, The Data Brokers: Selling your personal information.
In 2010 Epsilon failed to heed warnings to secure data. In March 2011 it was discovered that email addresses from customers of 50 client companies were stolen. The company quickly notified people of the breach. In June 2011 company executives were called before congress.
Period | Date | Adjusted Actuals EPS | GAAP EPS |
---|---|---|---|
Q1 2022 | 2022-04-27 | Future report Set alerts | |
Q4 2021 | 2022-01-27 | 1.21 | 1.21 |
Q3 2021 | 2021-10-28 | 4.47 | 4.47 |
Q2 2021 | 2021-07-29 | 5.47 | 5.47 |
Q1 2021 | 2021-04-29 | 6.28 | 6.28 |
Q4 2020 | 2021-01-28 | 3.31 | 3.31 |
Q3 2020 | 2020-10-29 | 0.00 | 0.00 |
Q2 2020 | 2020-07-23 | 1.86 | 0.81 |
Q1 2020 | 2020-04-23 | 0.75 | 0.63 |
Q4 2019 | 2020-01-30 | 4.12 | 2.74 |
2016-07-12 | Reiterated Rating | William Blair | Outperform | |
2016-07-07 | Lower Price Target | Barclays PLC | Overweight | $280.00 to $240.00 |
2016-06-07 | Reiterated Rating | Credit Suisse | Hold | $227.00 |
2016-06-07 | Reiterated Rating | Credit Suisse Group AG | Hold | $227.00 |
2016-04-26 | Initiated Coverage | Susquehanna | Neutral | $228.00 |
2016-04-22 | Lower Price Target | Pacific Crest | Overweight | $300.00 to $250.00 |
2016-04-19 | Boost Price Target | Credit Suisse | Neutral | $225.00 to $227.00 |
2016-04-17 | Reiterated Rating | Robert W. Baird | Hold | |
2016-04-12 | Boost Price Target | Goldman Sachs | $242.00 to $243.00 | |
2016-04-12 | Boost Price Target | Goldman Sachs Group Inc. | $242.00 to $243.00 | |
2016-04-11 | Reiterated Rating | Piper Jaffray | Buy | $276.00 to $285.00 |
2016-04-11 | Reiterated Rating | Piper Jaffray Cos. | Buy | $276.00 to $285.00 |
2016-03-28 | Reiterated Rating | Deutsche Bank | Buy | |
2016-03-28 | Reiterated Rating | Deutsche Bank AG | Buy | |
2016-03-16 | Lower Price Target | Goldman Sachs | Neutral | $244.00 to $242.00 |
2016-03-16 | Lower Price Target | BMO Capital Markets | Outperform | $300.00 to $280.00 |
2016-02-26 | Lower Price Target | Goldman Sachs | Neutral | $250.00 to $244.00 |
2016-02-17 | Lower Price Target | RBC Capital | Outperform | $287.00 to $275.00 |
2016-02-17 | Lower Price Target | Royal Bank Of Canada | Outperform | $287.00 to $275.00 |
2016-02-15 | Initiated Coverage | Jefferies | Sell to Buy | $180.45 to $240.00 |
2016-02-15 | Initiated Coverage | Jefferies Group | Sell to Buy | $180.45 to $240.00 |
2016-02-12 | Initiated Coverage | Jefferies Group | Buy | |
2016-01-30 | Lower Price Target | RBC Capital | Outperform | $355.00 to $287.00 |
2016-01-29 | Reiterated Rating | JMP Securities | Buy | $330.00 to $260.00 |
2016-01-29 | Lower Price Target | SunTrust | Buy | $350.00 to $300.00 |
2016-01-29 | Reiterated Rating | Stephens | Overweight | $350.00 to $275.00 |
2016-01-29 | Lower Price Target | Raymond James | Outperform | $246.00 |
2016-01-29 | Lower Price Target | Pacific Crest | $340.00 to $300.00 | |
2016-01-29 | Lower Price Target | Keefe, Bruyette & Woods | $349.00 to $294.00 | |
2016-01-29 | Lower Price Target | Goldman Sachs | Neutral | $290.00 to $250.00 |
2016-01-29 | Lower Price Target | Evercore ISI | Buy | $292.00 |
2016-01-29 | Lower Price Target | Dougherty & Co | Buy | $400.00 to $360.00 |
2016-01-29 | Lower Price Target | Deutsche Bank | Buy | $341.00 to $291.00 |
2016-01-29 | Lower Price Target | Credit Suisse | $307.00 to $235.00 | |
2016-01-29 | Lower Price Target | SunTrust Banks Inc. | Buy | $350.00 to $300.00 |
2016-01-29 | Lower Price Target | Raymond James Financial Inc. | Outperform | $246.00 |
2016-01-28 | Reiterated Rating | William Blair | Buy | |
2016-01-24 | Lower Price Target | RBC Capital | Outperform | $355.00 to $287.00 |
2016-01-20 | Reiterated Rating | William Blair | Outperform | |
2016-01-05 | Boost Price Target | Barclays | Overweight | $325.00 to $350.00 |
2016-01-05 | Boost Price Target | Barclays PLC | Overweight | $325.00 to $350.00 |
2015-12-17 | Initiated Coverage | Sterne Agee CRT | Buy | $320.00 |
2015-12-10 | Initiated Coverage | Credit Suisse | Neutral | $307.00 |
2015-11-25 | Upgrade | Piper Jaffray | Neutral to Overweight | $305.00 to $352.00 |
2015-10-23 | Reiterated Rating | Deutsche Bank | Buy | |
2015-10-15 | Reiterated Rating | Deutsche Bank | Buy | |
2015-09-30 | Initiated Coverage | Cowen and Company | Outperform | $327.00 |
2015-09-28 | Reiterated Rating | RBC Capital | Outperform | $328.00 |
2015-09-22 | Reiterated Rating | Deutsche Bank | Buy | |
2015-08-20 | Upgrade | Stifel Nicolaus | Hold to Buy | $330.00 |
2015-08-14 | Upgrade | JPMorgan Chase & Co. | Neutral to Overweight | $291.00 to $328.00 |
2015-08-09 | Reiterated Rating | Deutsche Bank | Buy | $341.00 |
2015-05-18 | Reiterated Rating | Cowen and Company | Outperform | $320.00 |
2015-04-21 | Boost Price Target | Nomura | Buy | $315.00 to $335.00 |
2015-04-21 | Boost Price Target | Nomura Holdings Inc. | Buy | $315.00 to $335.00 |
2015-04-17 | Reiterated Rating | Deutsche Bank | Buy | $341.00 |
2015-04-17 | Set Price Target | JMP Securities | Buy | $300.00 to $330.00 |
2015-04-17 | Set Price Target | Keefe, Bruyette & Woods | Buy | $337.00 to $349.00 |
2015-04-16 | Set Price Target | Robert W. Baird | Hold | $285.00 to $295.00 |
2015-04-09 | Reiterated Rating | Deutsche Bank | Buy | $341.00 |
2015-04-06 | Set Price Target | JPMorgan Chase & Co. | Hold | $282.00 to $280.00 |
2015-03-19 | Reiterated Rating | Deutsche Bank | Buy | $341.00 |
2015-02-26 | Boost Price Target | Deutsche Bank | Buy | $341.00 |
2015-02-06 | Reiterated Rating | Deutsche Bank | Buy | $341.00 |
2015-02-06 | Reiterated Rating | Citigroup Inc. | Hold | $315.00 to $305.00 |
2015-01-26 | Boost Price Target | Deutsche Bank | Buy | $330.00 to $341.00 |
2015-01-16 | Boost Price Target | Citigroup Inc. | Neutral | $279.00 to $315.00 |
2015-01-15 | Reiterated Rating | JPMorgan Chase & Co. | Hold | $290.00 to $282.00 |
2015-01-12 | Boost Price Target | Barclays | Overweight | $320.00 to $325.00 |
2015-01-08 | Boost Price Target | Pacific Crest | Outperform | $305.00 to $340.00 |
2014-12-23 | Reiterated Rating | Wells Fargo & Co. | Outperform | |
2014-12-23 | Reiterated Rating | Wells Fargo | Outperform | |
2014-12-09 | Boost Price Target | Keefe, Bruyette & Woods | Market Perform | $334.00 to $337.00 |
2014-10-17 | Reiterated Rating | Citigroup Inc. | Neutral | $290.00 to $279.00 |
2014-10-06 | Reiterated Rating | Deutsche Bank | Buy | $330.00 |
2014-09-25 | Reiterated Rating | Nomura | Buy | $315.00 to $310.00 |
2014-09-12 | Reiterated Rating | Deutsche Bank | Buy | $330.00 |
2014-09-12 | Lower Price Target | Robert W. Baird | $287.00 to $275.00 | |
2014-09-08 | Reiterated Rating | JMP Securities | Market Outperform | $310.00 to $300.00 |
2014-08-20 | Boost Price Target | SunTrust | $335.00 to $350.00 | |
2014-08-13 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | $277.00 to $283.00 |
2014-07-18 | Reiterated Rating | Raymond James | Outperform | $285.00 to $300.00 |
2014-07-18 | Reiterated Rating | JMP Securities | Market Outperform | $280.00 to $310.00 |
2014-07-18 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | $270.00 to $277.00 |
2014-07-18 | Reiterated Rating | Deutsche Bank | Buy | $330.00 |
2014-07-18 | Boost Price Target | Nomura | Buy | $300.00 to $310.00 |
2014-07-18 | Boost Price Target | Barclays | Overweight | $300.00 to $320.00 |
2014-07-18 | Downgrade | Robert W. Baird | Outperform to Neutral | $270.00 to $287.00 |
2014-07-15 | Boost Price Target | Credit Suisse | $269.00 to $284.00 | |
2014-07-10 | Initiated Coverage | Burke & Quick | Market Perform | |
2014-06-27 | Boost Price Target | BMO Capital Markets | Outperform | $280.00 to $320.00 |
2014-06-16 | Initiated Coverage | Pacific Crest | Outperform | $305.00 |
2014-06-13 | Boost Price Target | RBC Capital | Outperform | $284.00 to $288.00 |
2014-06-02 | Upgrade | Nomura | Neutral to Buy | $242.00 to $300.00 |
2014-05-02 | Lower Price Target | Cowen and Company | $300.00 to $280.00 | |
2014-04-21 | Reiterated Rating | Citigroup Inc. | Neutral | $275.00 |
2014-04-21 | Reiterated Rating | Deutsche Bank | Buy | $330.00 |
2014-04-21 | Reiterated Rating | Nomura | Neutral | $242.00 |
2014-03-20 | Boost Price Target | Deutsche Bank | Buy | $265.00 to $330.00 |
2014-02-26 | Boost Price Target | Evercore ISI | $290.00 to $319.00 | |
2014-02-07 | Boost Price Target | BMO Capital Markets | $250.00 to $280.00 | |
2014-02-07 | Boost Price Target | Nomura | $211.00 to $232.00 | |
2014-02-07 | Upgrade | JMP Securities | Outperform | $250.00 to $280.00 |
2014-02-07 | Boost Price Target | SunTrust | $295.00 to $300.00 | |
2014-02-07 | Boost Price Target | Keefe, Bruyette & Woods | $290.00 to $305.00 | |
2014-01-21 | Boost Price Target | Barclays | Overweight | $240.00 to $300.00 |
2014-01-17 | Boost Price Target | SunTrust | $265.00 to $295.00 | |
2014-01-07 | Downgrade | Goldman Sachs | Buy to Neutral | $280.00 |
2013-12-16 | Reiterated Rating | Credit Suisse | Outperform | $250.00 to $269.00 |
2013-12-03 | Initiated Coverage | Evercore ISI | Overweight | $290.00 |
2013-11-06 | Boost Price Target | Deutsche Bank | Buy | $240.00 to $265.00 |
2013-10-23 | Upgrade | Raymond James | Market Perform to Outperform | $250.00 |
2013-10-18 | Boost Price Target | BMO Capital Markets | Outperform | $240.00 to $250.00 |
2013-10-17 | Boost Price Target | Cowen and Company | Outperform | $220.00 to $250.00 |
2013-10-15 | Reiterated Rating | BMO Capital Markets | Buy | $240.00 |
2013-10-15 | Boost Price Target | SunTrust | Buy | $220.00 to $265.00 |
2013-10-04 | Reiterated Rating | Deutsche Bank | Buy | $240.00 |
2013-10-04 | Upgrade | BMO Capital Markets | Market Perform to Outperform | $195.00 to $240.00 |
2013-08-16 | Reiterated | Barclays | Overweight | $208 to $220 |
2013-08-13 | Reiterated | Deutsche Bank | Buy | $205 to $240 |
2011-04-25 | Reiterated | JMP Securities | Mkt Outperform | $98 to $103 |
2016-07-12 | Reiterated Rating | William Blair | Outperform | |
2016-07-07 | Lower Price Target | Barclays PLC | Overweight | $280.00 to $240.00 |
2016-06-07 | Reiterated Rating | Credit Suisse | Hold | $227.00 |
2016-06-07 | Reiterated Rating | Credit Suisse Group AG | Hold | $227.00 |
2016-04-26 | Initiated Coverage | Susquehanna | Neutral | $228.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In ADS 259 funds of 2213 total. Show all
Fund name | Ticker shares |
---|---|
Vanguard Group, Inc | 4.94M |
BlackRock Inc. | 4.88M |
FRANKLIN RESOURCES INC | 4.81M |
Turtle Creek Asset Management Inc. | 4.57M |
FMR LLC | 3.10M |
STATE STREET CORP | 1.68M |
LYRICAL ASSET MANAGEMENT LP | 1.54M |
BlackRock Institutional Trust Company, N.A. | 1.52M |
GOLDMAN SACHS GROUP INC | 1.47M |
DIMENSIONAL FUND ADVISORS LP | 1.03M |
BlackRock Fund Advisors | 1.02M |
GEODE CAPITAL MANAGEMENT, LLC | 0.90M |
D. E. Shaw & Co., Inc. | 0.76M |
Arlington Value Capital, LLC | 0.71M |
REDWOOD CAPITAL MANAGEMENT, LLC | 0.70M |
Name Relationship | Total Shares | Holding stocks |
---|---|---|
ValueAct Holdings, L.P. See Remarks | 10.58% (5877400) | ADBE / ADS / ALSN / AWI / CBG / CIM / KAR / KKR / MSCI / STX / TRN / VRX / |
ANDERSON BRUCE K | 1.54% (855903) | ADS / MINI / PAYC / SEM / |
HEFFERNAN EDWARD J President and CEO | 0.43% (241115) | ADS / |
MINICUCCI ROBERT A | 0.23% (125732) | ADS / MINI / PAYC / SEM / |
Kennedy Bryan J EVP & President, Epsilon | 0.22% (123949) | ADS / |
JENSEN KENNETH R | 0.13% (70016) | ADS / |
Miller Melisa A EVP & Pres, Retail Credit Svcs | 0.06% (35574) | ADS / |
HORN CHARLES L EVP & Chief Financial Officer | 0.06% (32119) | ADS / |
DRAPER E LINN JR | 0.05% (25807) | ADS / ANR / NWE / |
Pearson Bryan A EVP & President, LoyaltyOne | 0.04% (23130) | ADS / |
Santillan Laura SVP, Chief Acctg. Officer | 0.04% (22183) | ADS / |
Epperson Leigh Ann K SVP, General Counsel & Secy | 0.03% (14301) | ADS / |
BALLOU ROGER H | 0.02% (11429) | ADS / FXCB / RCMT / UVSP / |
BENVENISTE LAWRENCE M | 0.02% (11426) | ADS / QUMU / |
COBB D KEITH | 0.02% (9237) | ADS / BBX / |
Motes Joseph L III SVP, General Counsel & Secy | 0.01% (7523) | ADS / |