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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%
About Avantax, Inc.

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..

Avantax, Inc. News
11/27/23 Carlyle Group and WP Carey Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600
11/27/23 Cetera Holdings Announces Close of Avantax Acquisition
11/21/23 Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets
11/16/23 Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community
11/12/23 3 Russell 2000 Stocks That Are Underfollowed and Undervalued
11/09/23 Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing
11/06/23 Avantax Inc (AVTA) Reports 16.5% Year-Over-Year Increase in Q3 2023 Revenue
11/06/23 Avantax Reports Third Quarter 2023 Results
11/01/23 Blue Owl Capital Corporation (OBDC) Reports Next Week: Wall Street Expects Earnings Growth
10/31/23 Avantax (AVTA) Earnings Expected to Grow: Should You Buy?
10/12/23 Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
10/10/23 Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
09/19/23 Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
09/18/23 Targeting $1B, advisor team drops Avantax for Commonwealth
09/14/23 Why Avantax Stock Soared 29% This Week
09/11/23 15 Worst Performing Growth Stocks in 2023
09/11/23 Cetera to acquire Avantax in billion-dollar deal
09/11/23 Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings
09/06/23 Avantax Welcomes Anna Luke and Her Comprehensive Financial Services Team with over $230 Million in Total Client Assets
08/24/23 Avantax Welcomes CFR Capital with $120 Million in Total Client Assets
AVTA Chatroom

User Image DonCorleone77 Posted - 11/27/23

$WOR $AVTA Worthington to replace Avantax in S&P 600 at open on 11/30 Aretec Group is acquiring Avantax (AVTA) in a deal expected to be completed soon pending final closing conditions. Worthington Industries (WOR) is more appropriate for the S&P SmallCap 600 with an anticipated spin-off transaction expected to be completed in early December.

User Image ChartMill Posted - 11/27/23

$AVTA: Cetera Holdings Announces Close of Avantax Acquisition https://www.chartmill.com/stock/quote/AVTA/news?utm_source=prnews-2023-11-27-cetera-holdings-announces-close-of-avantax-acquisition&utm_medium=stocktwits&utm_campaign=pressRelease

User Image Stock_Titan Posted - 11/27/23

$AVTA Cetera Holdings Announces Close of Avantax Acquisition https://www.stocktitan.net/news/AVTA/cetera-holdings-announces-close-of-avantax-1k5egu6o4mlh.html

User Image TickerDD_com Posted - 11/22/23

$AVTA Short Interest for the 2 Week Period ending on 31-Oct-2023 #AVTA #shortinterest #usstock #StillStonkingOnThanksgiving https://www.youtube.com/watch?v=IT7WXsiQ9pM

User Image Last10K Posted - 11/21/23

$AVTA just filed with the SEC a Vote of Security Holders https://last10k.com/sec-filings/AVTA/0001999371-23-000444.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=AVTA

User Image Stock_Titan Posted - 11/21/23

$AVTA Avantax Welcomes Financial Advisors Joshua Heims and Alan Gnoinski with Nearly $100 Million in Total Client Assets https://www.stocktitan.net/news/AVTA/avantax-welcomes-financial-advisors-joshua-heims-and-alan-gnoinski-debb878drlt0.html

User Image Stock_Titan Posted - 11/16/23

$AVTA Avantax Hosts its Largest-Ever National Conference as Attendees Gather in Chicago, Showcasing the Peer-to-Peer Power of the Avantax Community https://www.stocktitan.net/news/AVTA/avantax-hosts-its-largest-ever-national-conference-as-attendees-0y8ykt5n2r8d.html

User Image Last10K Posted - 11/13/23

$AVTA just filed with the SEC a Event for Officers https://last10k.com/sec-filings/AVTA/0001999371-23-000135.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=AVTA

User Image EarningsInsider Posted - 11/13/23

Avantax, Inc. Files SEC Form 8-K $AVTA https://www.marketbeat.com/stocks/NASDAQ/AVTA/sec-filings/

User Image risenhoover Posted - 11/13/23

$AVTA / Avantax files form 8-K - UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 DATE OF REPORT (DATE OF EARLIEST EVENT REPORTED): November 6, 2023 AVANTAX, INC. (E https://fintel.io/doc/sec-avantax-inc-1068875-8k-2023-november-13-19674-4015?utm_source=stocktwits.com&utm_medium=referral&utm_campaign=filing

User Image Stock_Titan Posted - 11/09/23

$AVTA Avantax Posts Record Newly Recruited Assets as Advisor Appetite for Joining the Tax-Focused Avantax Community Keeps Growing https://www.stocktitan.net/news/AVTA/avantax-posts-record-newly-recruited-assets-as-advisor-appetite-for-3ildi949v8s9.html

User Image Last10K Posted - 11/06/23

Last10K highlighted 65 positive and negative remarks in the $AVTA 10-Q filed today. See them in the Quarterly Report: https://last10k.com/sec-filings/AVTA/0001068875-23-000114.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=sentiment&utm_term=avta

User Image Last10K Posted - 11/06/23

$AVTA just filed a 10-Q Quarterly Report with 5 financial statements and 52 disclosures: https://last10k.com/sec-filings/avta/0001068875-23-000114.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=10KQ2040F&utm_term=avta

User Image Last10K Posted - 11/06/23

$AVTA just filed with the SEC a Earnings Release and a Financial Exhibit https://last10k.com/sec-filings/AVTA/0001068875-23-000113.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=AVTA

User Image Stock_Titan Posted - 11/06/23

$AVTA Avantax Reports Third Quarter 2023 Results https://www.stocktitan.net/news/AVTA/avantax-reports-third-quarter-2023-4zs07ex66glv.html

User Image tickeron Posted - 11/05/23

Avantax to report earnings on November 06, 2023. Earnings per share (EPS) estimate: $0.23 $AVTA https://srnk.us/go/4907088

User Image StockAutomatePro Posted - 6 months ago

$AVTA Looks like the stock may be in for a lucrative run chart analysis confirms. We alerted the BUY signal at $25.7 and we were able to close this one with profit at $25.83 😎 See more details at StockAutomate.com

User Image Fullratio Posted - 10/27/23

Financial Services sector stocks with high YoY gross profit growth in Q2 2023: $APO $AVTA $FCNCA

User Image tickeron Posted - 10/27/23

Is this good for your portfolio? $AVTA RSI Indicator left the overbought zone. View odds of downtrend. https://srnk.us/go/4899186

User Image StockInvest_us Posted - 10/24/23

Signal alert: $AVTA - Overvalued https://stockinvest.us/l/5C1WrEzjM2

User Image tickeron Posted - 10/21/23

Wow this is a big change! $AVTA RSI Indicator left the overbought zone. View odds of downtrend. https://srnk.us/go/4894081

User Image StockInvest_us Posted - 10/21/23

Signal alert: $AVTA - Overvalued https://stockinvest.us/l/UdYbZoLzAU

User Image StockInvest_us Posted - 10/19/23

Signal alert: $AVTA - Overvalued https://stockinvest.us/l/nSllFcDTZp

User Image tickeron Posted - 10/18/23

How does this make you feel? $AVTA RSI Indicator left the overbought zone. View odds of downtrend. https://srnk.us/go/4891371

User Image tickeron Posted - 10/17/23

This is amazing! What do you think? $AVTA RSI Indicator left the overbought zone. View odds of downtrend. https://srnk.us/go/4890413

User Image StockInvest_us Posted - 10/16/23

Signal alert: $AVTA - Overvalued https://stockinvest.us/l/3zGKmvgR5b

User Image tickeron Posted - 10/15/23

What do you think of this? $AVTA RSI Indicator left the overbought zone. View odds of downtrend. https://srnk.us/go/4888305

User Image tickeron Posted - 10/14/23

Do you agree with the A.I. prediction? $AVTA RSI Indicator left the overbought zone. View odds of downtrend. https://srnk.us/go/4887387

User Image StockInvest_us Posted - 10/13/23

Signal alert: $AVTA - Overvalued https://stockinvest.us/l/fKYqq2OFwL

User Image tickeron Posted - 10/12/23

How do you think the market will react to this? $AVTA entered Uptrend as Momentum indicator ascends above 0 level. View odds of downtrend. https://srnk.us/go/4885922

Analyst Ratings
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