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Market Cap 2.12B P/E 21.86 EPS this Y 15.70% Ern Qtrly Grth 35.30%
Income 123.12M Forward P/E 11.64 EPS next Y 6.40% 50D Avg Chg -3.00%
Sales 708.5M PEG 0.40 EPS past 5Y 25.79% 200D Avg Chg 5.00%
Dividend N/A Price/Book 1.79 EPS next 5Y 32.26% 52W High Chg -13.00%
Recommedations 2.20 Quick Ratio 3.41 Shares Outstanding 74.40M 52W Low Chg 70.00%
Insider Own 69.61% ROA 8.02% Shares Float 22.22M Beta 1.11
Inst Own 28.93% ROE 10.29% Shares Shorted/Prior 173.98K/203.96K Price 28.64
Gross Margin 50.96% Profit Margin 17.38% Avg. Volume 135,401 Target Price 38.70
Oper. Margin 32.30% Earnings Date May 1 Volume 230,241 Change -1.38%
About AssetMark Financial Holdings, I

AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

AMK Chatroom

User Image intratio Posted - 1 hour ago

https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. The model is forecasting that this company s market value will not rise in the near future with a long-term prognosis that is neutral $AMK

User Image intratio Posted - 3 days ago

AssetMark Financial Holdings, Inc. The trained model reaches the conclusion the stock price of this company will lose ground in the coming days and the stock price is consistent with the company s long-term fundamentals $AMK

User Image CTFNLighthouse Posted - 3 days ago

$AMK The definitive merger agreement was filed for GTCR’s proposed acquisition of AssetMark. Regulatory conditions: HSR shall be filed within 15 business days post-DMA, or by May 16. The transaction is also subject to FINRA approval. Best efforts: The parties will defend the transaction through litigation and may divest assets to obtain regulatory approval. CTFN enforceability rating: WEAK (favors buyer) Outside date: May 1, 2025 Termination fee / reverse termination fee: $80.76 million / $161.52 million

User Image GoodNewsBull Posted - 4 days ago

$AMK Going private for $35.25 a share https://seekingalpha.com/news/4094003-gtcr-to-take-assetmark-financial-private-in-27b-deal

User Image OpenOutcrier Posted - 5 days ago

$AMK (-1.7% pre) AssetMark Financial Holdings Inc. (AMK) Signs Definitive Agreement to be Acquired by GTCR ($35.25/sh cash) - SI https://ooc.bz/l/31335

User Image Stock_Titan Posted - 5 days ago

$AMK AssetMark Signs Definitive Agreement to be Acquired by GTCR https://www.stocktitan.net/news/AMK/asset-mark-signs-definitive-agreement-to-be-acquired-by-eth4qlqiozyn.html

User Image intratio Posted - 6 days ago

$AMK The network foresees that the value of this stock will go south in the coming week and the stock price is consistent with the company s long-term fundamentals

User Image intratio Posted - 6 days ago

https://www.intratio.com/stock-forecast/AMK Our engine foretells this equity s value has a negative short-term outlook and won t present a long-term opportunity $AMK

User Image intratio Posted - 1 week ago

$AMK https://www.intratio.com/stock-forecast/AMK Our trained A.I. computed that this company s stock price will depreciate in the short-term and has a neutral long-term outlook

User Image FlynancialAnalyst Posted - 2 weeks ago

$AMK $2.69B mc $XLF asset mgmt leader showing RS to the space last wk with a significant accumulation off first test 10 wk SMA 69.6% insider owned, 28.88% institutionally owned, and only 56 watchers on Stocktwits #HiddenGem 👀👍📈💯

User Image redmeat3000 Posted - 2 weeks ago

$AMK 45 next week

User Image AnchorsAweigh Posted - 2 weeks ago

$AMK pretty setup

User Image Thestocktraderhubzee Posted - 2 weeks ago

$AMK Raymond James Maintains Strong Buy on AssetMark Financial Hldgs, Raises Price Target to $41

User Image Stock_Titan Posted - 2 weeks ago

$AMK March AMK Report https://www.stocktitan.net/news/AMK/march-amk-ebjme7eox4oy.html

User Image Rjay1 Posted - 2 weeks ago

$AMK $GEO $GME $INFA $SPY I wasn’t recommending that video per se but more as a proof of his unusual insight. I didn’t see that sbought it batch then but after a couple of months of stasis let it go. It’s an odd coincidence that he was that ahead of the curve.

User Image Rjay1 Posted - 3 weeks ago

$AMK $GEO $GME $INFA $SPY GEO Michael Burry recommended GEO stock in mid 2022. “The Truth On Why Michael Burry SOLD Everything (GEO Stock) “ on YT.

User Image howardlindzon Posted - 3 weeks ago

fresh - Trends with NO friends list $INFA $GEO $GME $SPY $AMK

User Image coloradoriley Posted - 3 weeks ago

Trends with No Friends 4-8-2024 New 52-Week Highs led New Lows — 126 vs. 11. The Geo Group ($GEO) is the best of the best. AssetMark ($AMK) and Informatica ($INFA) are notable new highs. GameStop ($GME) is the worst of the worst. Click the link to view today's 52W highs and lows sorted by followers on @Stocktwits: https://nofriends.beehiiv.com/p/4-8-2024 cc @howardlindzon $SPY

User Image ACsovereigntony Posted - 3 weeks ago

$AMK I sold my position for 3% ROI. GLTA.

User Image ACsovereigntony Posted - 1 month ago

$AMK bought more shares at 35.16

User Image Stock_Titan Posted - 1 month ago

$AMK February AMK Report https://www.stocktitan.net/news/AMK/february-amk-7q34k9nxrxbe.html

User Image ACsovereigntony Posted - 1 month ago

$AMK started a new position at 36.16

User Image swingingtech Posted - 1 month ago

$CME $CBOE $AMK $COIN https://wallstreetwaves.com/heres-why-you-should-stay-invested-in-cme-group-cme/

User Image swingingtech Posted - 1 month ago

$AMK $CRH $STRA https://wallstreetwaves.com/best-momentum-stocks-to-buy-for-march-6th/

User Image swingingtech Posted - 1 month ago

$NRIM $JSAIY $CRTO $AMK https://wallstreetwaves.com/new-strong-buy-stocks-for-march-6th/

User Image Stock_Titan Posted - 1 month ago

$AMK AssetMark Launches Advisor Dashboard, First Step in Broader Digital Ecosystem Enhancements https://www.stocktitan.net/news/AMK/asset-mark-launches-advisor-dashboard-first-step-in-broader-digital-g05phc97rajb.html

User Image pgyletsgo Posted - 2 months ago

$AMK just recommended today by money and markets green zone fortunes. Give me time to buy at least tomorrow.

User Image swingingtech Posted - 2 months ago

$CIXXF $SPXC $AMK https://wallstreetwaves.com/best-momentum-stocks-to-buy-for-february-27th/

User Image DonCorleone77 Posted - 2 months ago

$AMK AssetMark Financial reports Q4 EPS 59c, consensus 57c Reports Q4 platform assets increased 19.1% year-over-year to $108.9B Quarter-over-quarter platform assets were up 9.4%, due to market impact net of fees of $8.1 billion and quarterly net flows of $1.3B. Annual net flows as a percentage of beginning-of-year platform assets were 6.7%. More than 2,600 new households and 154 new producing advisors joined the AssetMark platform during the fourth quarter. In total, as of December 31, , there were over 9,300 advisors and over 254,000 investor households on the AssetMark platform.

User Image epsguid Posted - 2 months ago

$AMK reported earnings of $0.54, consensus was $0.52 via @eWhispers #epsbeat http://eps.sh/d/amk

Analyst Ratings
JP Morgan Neutral Apr 26, 24
Raymond James Strong Buy Apr 11, 24
Raymond James Strong Buy Jan 11, 24
BMO Capital Market Perform Nov 7, 23
Raymond James Strong Buy Oct 11, 23
Raymond James Strong Buy Jul 12, 23
Jefferies Hold Jun 5, 23
Credit Suisse Outperform May 4, 23
Raymond James Strong Buy Apr 11, 23
Insider Trades Relationship Date Transactions Cost($) #Shares Value($) #Share Own SEC Form 4
McNatt Joel David JR EVP, Investment Solu.. EVP, Investment Solutions Nov 17 Sell 25.17 4,000 100,680 56,319 01/26/24
Hansen Carrie E. EVP, Chief Operating.. EVP, Chief Operating Officer Dec 06 Sell 26.18 11,500 301,070 145,193 12/07/23
Zyla Gary G. EVP, Chief Financial.. EVP, Chief Financial Officer Jun 08 Sell 29.83 4,173 124,481 100,581 06/12/23
Kim Michael President & CCO President & CCO Jun 08 Sell 29.83 6,327 188,734 334,308 06/12/23
Wolfsen Natalie Grace EVP, Chief Executive.. EVP, Chief Executive Officer Jun 08 Sell 29.83 8,534 254,569 430,734 06/12/23
Angus Ted F. EVP, General Counsel EVP, General Counsel May 17 Sell 28.12 5,637 158,512 96,991 05/18/23
Minta-Jacobs Esi EVP, HR & Project Ma.. EVP, HR & Project Management May 17 Sell 28.12 6,000 168,720 58,596 05/18/23
McNatt Joel David JR EVP, Investment Solu.. EVP, Investment Solutions Jun 08 Sell 19.53 813 15,878 32,795 07/07/22
Minta-Jacobs Esi EVP, HR & Project Ma.. EVP, HR & Project Management Jun 08 Sell 19.53 813 15,878 64,596 07/07/22
Zyla Gary G. EVP, Chief Financial.. EVP, Chief Financial Officer Jun 08 Sell 19.53 2,462 48,083 98,554 06/10/22
Mehta Mukesh EVP, Chief Informati.. EVP, Chief Information Officer Jun 08 Sell 19.53 2,462 48,083 279,951 06/10/22
Wolfsen Natalie Grace EVP, Chief Executive.. EVP, Chief Executive Officer Jun 08 Sell 19.53 4,610 90,033 418,115 06/10/22
Kim Michael President & CCO President & CCO Jun 08 Sell 19.53 2,766 54,020 373,773 06/10/22
Hansen Carrie E. EVP, Chief Operating.. EVP, Chief Operating Officer Jun 08 Sell 19.53 2,462 48,083 122,973 06/10/22
Angus Ted F. EVP, General Counsel EVP, General Counsel Jun 08 Sell 19.53 2,462 48,083 102,627 06/10/22
Kim Michael President & CCO President & CCO Mar 04 Sell 22.30 4,114 91,742 353,514 03/08/22
Wolfsen Natalie Grace EVP, Chief Executive.. EVP, Chief Executive Officer Mar 04 Sell 22.30 5,075 113,172 392,025 03/08/22
Hahn John SVP, Finance & Repor.. SVP, Finance & Reporting (PAO) Jul 17 Option 22 4,252 93,544 40,909 02/09/22
Hahn John SVP, Finance & Repor.. SVP, Finance & Reporting (PAO) Jul 17 Sell 26.16 37,928 992,196 13,053 02/09/22
Mehta Mukesh EVP, Chief Informati.. EVP, Chief Information Officer Nov 10 Sell 28.02 30,000 840,600 263,116 11/12/21