Market Cap | 0.97B | P/E | - | EPS this Y | 700.00% | Ern Qtrly Grth | - |
Income | 239k | Forward P/E | 25.22 | EPS next Y | 97.90% | 50D Avg Chg | 7.00% |
Sales | 729.64M | PEG | 3.61 | EPS past 5Y | -21.31% | 200D Avg Chg | 2.00% |
Dividend | N/A | Price/Book | 2.11 | EPS next 5Y | 15.00% | 52W High Chg | -17.00% |
Recommedations | 2.50 | Quick Ratio | 1.71 | Shares Outstanding | 36.81M | 52W Low Chg | 41.00% |
Insider Own | 1.78% | ROA | 2.77% | Shares Float | 35.08M | Beta | 1.09 |
Inst Own | 95.31% | ROE | 0.06% | Shares Shorted/Prior | 1.46M/1.67M | Price | 25.22 |
Gross Margin | 39.66% | Profit Margin | 50.96% | Avg. Volume | 367,330 | Target Price | 30.00 |
Oper. Margin | 7.36% | Earnings Date | Feb 13 | Volume | 110,097 | Change | -1.68% |
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas. As of November 26, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc. As of November 27, 2023, Avantax, Inc. operates as a subsidiary of Aretec Group, Inc..
Barrington Research | Market Perform | Sep 12, 23 |
Cantor Fitzgerald | Neutral | Sep 12, 23 |
William Blair | Market Perform | Sep 11, 23 |
Cantor Fitzgerald | Overweight | Aug 11, 23 |
Benchmark | Buy | Aug 11, 23 |
Barrington Research | Outperform | Aug 10, 23 |
Barrington Research | Outperform | Jun 27, 23 |
Barrington Research | Outperform | Jun 1, 23 |
Barrington Research | Outperform | Apr 14, 23 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Murray Stacy | Principal Accounting.. Principal Accounting Officer | Feb 28 | Sell | 29.04 | 8,494 | 246,666 | 3,110 | 03/02/23 |
Walters Christopher William | Chief Executive Offi.. Chief Executive Officer | May 27 | Option | 16.01 | 10,118 | 161,989 | 340,136 | 06/01/22 |
Zappone Mary Slagle | Director Director | Mar 01 | Option | 14.39 | 13,253 | 190,711 | 66,190 | 03/03/22 |
Mackay Todd C | President of Wealth.. President of Wealth Mgmt | Mar 02 | Option | 13.5 | 31,260 | 422,010 | 135,748 | 03/03/22 |
BRUDER ANN J. | Chief Legal Officer.. Chief Legal Officer & Sec'y | Mar 01 | Option | 13.15 | 23,253 | 305,777 | 127,147 | 03/03/22 |
ERNST MARK A | Director Director | Dec 13 | Buy | 16.5 | 50,000 | 825,000 | 89,323 | 12/15/21 |