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Market Cap 2.12B P/E 21.86 EPS this Y 14.30% Ern Qtrly Grth -1.70%
Income 143.3M Forward P/E 11.64 EPS next Y 1.50% 50D Avg Chg -3.00%
Sales 751.44M PEG 0.42 EPS past 5Y 25.24% 200D Avg Chg 5.00%
Dividend N/A Price/Book 1.79 EPS next 5Y 32.26% 52W High Chg -13.00%
Recommedations 2.70 Quick Ratio 2.89 Shares Outstanding 74.83M 52W Low Chg 70.00%
Insider Own 69.10% ROA 8.15% Shares Float 22.64M Beta 1.10
Inst Own 32.66% ROE 11.33% Shares Shorted/Prior 1.16M/1.10M Price 28.64
Gross Margin 50.75% Profit Margin 19.07% Avg. Volume 135,401 Target Price 36.40
Oper. Margin 24.55% Earnings Date Nov 4 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 Stock_Titan Posted - 3 months ago

$AMK AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion https://www.stocktitan.net/news/AMK/asset-mark-completes-acquisition-by-gtcr-launching-new-era-of-ntuush25ov4u.html

User Image PenkeTrading Posted - 08/16/24

I found you an Overbought RSI (Relative Strength Index) on the daily chart of AssetMark Financial Holdings Inc. Is that bullish or bearish? $AMK #AMK #nyse #tradingsignals #technicalanalysis

User Image intratio Posted - 08/08/24

https://www.intratio.com/stock-forecast/AMK Our algorithm is forecasting that this equity s value will decrease in the near future and, in the long run, faces severe disadvantages $AMK

User Image intratio Posted - 3 months ago

$AMK Our artificial intelligence calculated that this company s stock price will shortly go down and will continue to have a very poor trend over the next months

User Image intratio Posted - 4 months ago

$AMK https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. The predictive algorithm is predicting that this company s market value will not increase any time soon with a pessimistic long-term perspective

User Image NVDAMillionaire Posted - 07/30/24

$AMK AssetMark Financial (AMK): Delivering Exceptional Growth and Shareholder Value http://beyondspx.com/2024/07/28/assetmark-financial-amk-delivering-exceptional-growth-and-shareholder-value/

User Image epsguid Posted - 07/18/24

$AMK reported earnings of $0.66, consensus was $0.61 via @eWhispers #epsbeat http://eps.sh/d/amk

User Image DonCorleone77 Posted - 07/18/24

$AMK AssetMark Financial reports Q2 adjusted EPS 66c, consensus 66c Reports Q2 revenue $198.49M, consensus $152.1M. Platform assets increased 18.5% year-over-year to $119.4B. Quarter-over-quarter platform assets were up 2.1%, due to market impact net of fees of $0.8B and quarterly net flows of $1.7B.

User Image Stock_Titan Posted - 07/18/24

$AMK AssetMark Reports $119.4B Platform Assets for Second Quarter 2024 https://www.stocktitan.net/news/AMK/asset-mark-reports-119-4b-platform-assets-for-second-quarter-4wzty8rmmjx3.html

User Image DonCorleone77 Posted - 07/10/24

$AMK AssetMark Financial reports Platform assets of $119.4B at June-end, up 18.5% AssetMark Financial Holdings released its "AssetMark Monthly Knowledge" Report. Company results for the month of June 2024 include: Platform assets of $119.4B at the end of June, up 18.5% year-over-year. Morningstar Wealth TAMP assets are not included in our total as the deal has been signed, but is not closed. Net flows were $397M in the month of June, down 36.4% year-over-year. AssetMark Trust Company client cash was $2.93B, down 0.3% year-over-year. Number of households increased 5.4% year-over-year to 261,341 at the end of June.

User Image intratio Posted - 06/22/24

https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. The machine learning model foresees this stock s price action has a bad setup for the short run and will continue to have a very poor trend over the next months $AMK

User Image intratio Posted - 06/21/24

$AMK https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. The artificial intelligence is forecasting that the value of this stock offers gloomy outlooks for the near future with a very negative long-term outlook

User Image Stock_Titan Posted - 06/20/24

$AMK AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business https://www.stocktitan.net/news/AMK/asset-mark-to-enter-strategic-alliance-with-morningstar-wealth-2l7iaonyd2te.html

User Image intratio Posted - 06/17/24

The statistical model is predicting the value of this stock has an unfavorable short-term setup with a clear pessimistic long-term perspective $AMK

User Image intratio Posted - 06/15/24

$AMK https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. The predictive algorithm deduces the stock price of this company will depreciate in the short-term with a very negative long-term outlook

User Image intratio Posted - 06/14/24

$AMK https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. Our engine has predicted this company s stock price has bleak prospects for the foreseeable future and predicts a gravely bleak future

User Image DonCorleone77 Posted - 06/10/24

$AMK AssetMark Financial reports May platform assets $117.7B AssetMark Financial released its monthly report. Company results for the month of May include: platform assets of $117.7B at the end of May, up 22.1% year-over-year. Net flows were $611M in the month of May, down 4.1% year-over-year. AssetMark Trust Company client cash was $2.84B, down 3.7% year-over-year. Number of households increased 5.7% year-over-year to 260,756 at the end of May.

User Image TickerDD_com Posted - 05/24/24

From 5/16/2024, looking back across 22 Month-Ends for AMK, Percentage Change of Average Monthly Price had More Positives (59%) while Percentage Change of Average Monthly Volume had All Positives (100%) $AMK #AMK #AMKStock #TickerDD https://www.youtube.com/watch?v=U4XQ2-uUbfk

User Image wohlfruchter Posted - 05/21/24

$AMK our attorneys are investigating the fairness of the proposed sale of AssetMark Financial to GTCR; the proposed sales price is below the price target of at least two Wall Street analysts: https://wohlfruchter.com/cases/assetmark-financial/

User Image intratio Posted - 05/17/24

$AMK https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. Our analyst has predicted that this company s stock price has a very negative short-term outlook and has a dramatic negative long-term outlook

User Image intratio Posted - 05/16/24

$AMK https://www.intratio.com/stock-forecast/AMK Our predictive algorithm estimates the value of this company has a clearly unfavorable short-term setup with a clear pessimistic long-term perspective

User Image intratio Posted - 05/15/24

https://www.intratio.com/stock-forecast/AMK Our network computed the stock price of this company will have a sharp negative trend in the short-term and is facing massive downsides in the longer term $AMK

User Image intratio Posted - 05/14/24

https://www.intratio.com/stock-forecast/AMK The AI judges that the value of this company has a very negative short-term outlook and will continue to have a very poor trend over the next months $AMK

User Image intratio Posted - 05/13/24

$AMK https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. The trained model foretells this company s value will fall sharply in the short-term with a clear pessimistic long-term perspective

User Image intratio Posted - 05/08/24

https://www.intratio.com/stock-forecast/AMK Our algorithm foretells that this stock s value plainly has a bad short-term setup and is facing massive downsides in the longer term $AMK

User Image intratio Posted - 7 months ago

https://www.intratio.com/stock-forecast/AMK AssetMark Financial Holdings, Inc. Our algorithm is making the inference the stock price of this company has a rather grim outlook for the immediate future and will continue to trend quite negatively in the next months $AMK

User Image intratio Posted - 7 months ago

$AMK Our analyst is making the inference that the value of this company has an unfavorable short-term setup and the stock price is in line with the long-term fundamentals of the company

User Image epsguid Posted - 7 months ago

$AMK reported earnings of $0.56, consensus was $0.56 via @eWhispers #epsmeet http://eps.sh/d/amk

User Image Stock_Titan Posted - 7 months ago

$AMK AssetMark Reports $116.9B Platform Assets for First Quarter 2024 https://www.stocktitan.net/news/AMK/asset-mark-reports-116-9b-platform-assets-for-first-quarter-5tj43zal4nfj.html

User Image intratio Posted - 04/30/24

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

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