Market Cap | 3.29B | P/E | - | EPS this Y | 25.50% | Ern Qtrly Grth | - |
Income | -252.77M | Forward P/E | 21.82 | EPS next Y | 19.20% | 50D Avg Chg | 6.00% |
Sales | 1.31B | PEG | 1.57 | EPS past 5Y | -3.17% | 200D Avg Chg | 3.00% |
Dividend | N/A | Price/Book | 4.53 | EPS next 5Y | 15.00% | 52W High Chg | -13.00% |
Recommedations | 3.00 | Quick Ratio | 0.94 | Shares Outstanding | 55.24M | 52W Low Chg | 45.00% |
Insider Own | 1.16% | ROA | 2.27% | Shares Float | 42.32M | Beta | 1.26 |
Inst Own | 107.62% | ROE | -41.41% | Shares Shorted/Prior | 2.97M/2.86M | Price | 60.43 |
Gross Margin | 30.70% | Profit Margin | -19.33% | Avg. Volume | 398,175 | Target Price | 64.63 |
Oper. Margin | 2.95% | Earnings Date | Nov 6 | Volume | 237,476 | Change | -1.71% |
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
DA Davidson | Neutral | Sep 18, 24 |
DA Davidson | Neutral | Jul 18, 24 |
UBS | Neutral | Jul 16, 24 |
William Blair | Market Perform | Jul 11, 24 |
RBC Capital | Sector Perform | May 8, 24 |
Jefferies | Hold | May 8, 24 |
JMP Securities | Market Outperform | Apr 17, 24 |
JMP Securities | Market Outperform | Apr 9, 24 |
DA Davidson | Buy | Apr 2, 24 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Cooper Barry D. | SVP, Head of Account.. SVP, Head of Accounting Mgmt. | Jun 29 | Sell | 58.19 | 690 | 40,151 | 29,175 | 07/03/23 |
CHAPIN ROSS K | Director Director | Feb 23 | Option | 15.34 | 7,954 | 122,014 | 67,446 | 02/24/23 |
Cooper Barry D. | SVP, Head of Account.. SVP, Head of Accounting Mgmt. | Mar 25 | Sell | 73.73 | 678 | 49,989 | 27,652 | 03/29/22 |
Majoros Matthew | Principal Accounting.. Principal Accounting Officer | Mar 21 | Sell | 75.33 | 400 | 30,132 | 16,936 | 03/23/22 |
CHAPIN ROSS K | Director Director | Feb 02 | Option | 12.45 | 5,277 | 65,699 | 57,180 | 02/04/22 |
D'Arrigo Peter | Chief Financial Offi.. Chief Financial Officer | Mar 02 | Option | 12.55 | 10,000 | 125,500 | 68,458 | 03/02/21 |
Crager William | Chief Executive Offi.. Chief Executive Officer | Dec 18 | Sell | 82.51 | 25,000 | 2,062,750 | 221,764 | 12/18/20 |
Thomas Brandon | Chief Investment Off.. Chief Investment Officer | Oct 23 | Option | 26.9 | 40,801 | 1,097,547 | 270,391 | 10/23/20 |
Thomas Brandon | Chief Investment Off.. Chief Investment Officer | Oct 23 | Sell | 82.1 | 40,801 | 3,349,762 | 268,701 | 10/23/20 |
DePina Stuart | President President | Oct 23 | Sell | 82.13 | 19,342 | 1,588,558 | 53,867 | 10/23/20 |
Arora Anil | Director Director | Oct 23 | Sell | 82.25 | 2,500 | 205,625 | 24,669 | 10/23/20 |