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% |
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.
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 |