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Last Close
Mar 28 04:00PM ET
35.41
Dollar change
+0.17
Percentage change
0.48
%
IndexRUT P/E21.45 EPS (ttm)1.65 Insider Own70.88% Shs Outstand74.37M Perf Week-2.18%
Market Cap2.63B Forward P/E12.90 EPS next Y2.75 Insider Trans-0.05% Shs Float21.66M Perf Month1.32%
Income123.12M PEG0.66 EPS next Q0.61 Inst Own29.02% Short Float0.94% Perf Quarter16.67%
Sales708.50M P/S3.72 EPS this Y13.22% Inst Trans-6.86% Short Ratio1.36 Perf Half Y40.29%
Book/sh17.04 P/B2.08 EPS next Y5.43% ROA7.66% Short Interest0.20M Perf Year13.60%
Cash/sh3.37 P/C10.51 EPS next 5Y32.26% ROE10.29% 52W Range22.92 - 36.53 Perf YTD18.23%
Dividend Est.- P/FCF15.33 EPS past 5Y26.19% ROI8.88% 52W High-3.05% Beta1.11
Dividend TTM- Quick Ratio3.84 Sales past 5Y14.44% Gross Margin44.98% 52W Low54.49% ATR (14)0.67
Dividend Ex-Date- Current Ratio3.84 EPS Y/Y TTM18.56% Oper. Margin29.33% RSI (14)57.42 Volatility1.66% 1.81%
Employees990 Debt/Eq0.10 Sales Y/Y TTM14.59% Profit Margin17.38% Recom1.40 Target Price35.35
Option/ShortYes / Yes LT Debt/Eq0.09 EPS Q/Q34.21% Payout0.00% Rel Volume2.23 Prev Close35.24
Sales Surprise-1.56% EPS Surprise2.79% Sales Q/Q-3.63% EarningsFeb 21 AMC Avg Volume150.14K Price35.41
SMA20-0.64% SMA506.56% SMA20022.78% Trades Volume334,331 Change0.48%
Date Action Analyst Rating Change Price Target Change
Jan-23-23Upgrade JP Morgan Neutral → Overweight $24 → $32
Jul-25-22Resumed William Blair Outperform
May-11-21Upgrade Raymond James Outperform → Strong Buy $34
Dec-18-20Initiated Truist Hold $27
Sep-23-20Initiated Jefferies Hold $24
Aug-05-20Downgrade JP Morgan Overweight → Neutral $27
Dec-13-19Upgrade JP Morgan Neutral → Overweight $30 → $31
Oct-08-19Initiated BMO Capital Markets Market Perform
Aug-12-19Initiated JP Morgan Neutral $29
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AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Kim MichaelCEO and PresidentMar 04 '24Sale35.1811,833416,285364,777Mar 05 05:10 PM
Hansen Carrie E.EVP, Chief Operating OfficerDec 06 '23Sale26.1811,500301,070145,193Dec 07 05:43 PM
McNatt Joel David JREVP, Investment SolutionsNov 17 '23Sale25.174,000100,68056,319Jan 26 05:31 PM
Angus Ted F.EVP, General CounselJun 14 '23Sale28.167,265204,582123,445Jun 15 04:47 PM
Wolfsen Natalie GraceEVP, Chief Executive OfficerJun 09 '23Sale29.611,34839,914430,734Jun 12 07:41 PM
Kim MichaelPresident & CCOJun 09 '23Sale29.611,34839,914334,308Jun 12 07:41 PM
Hansen Carrie E.EVP, Chief Operating OfficerJun 09 '23Sale29.6185525,317156,693Jun 12 07:09 PM
Mehta MukeshEVP, Chief Information OfficerJun 09 '23Sale29.6185525,317313,671Jun 12 07:08 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 09 '23Sale29.6185525,317100,581Jun 12 07:42 PM
Angus Ted F.EVP, General CounselJun 09 '23Sale29.6185525,317130,710Jun 12 07:08 PM
Minta-Jacobs EsiEVP, HR & Project ManagementJun 09 '23Sale29.613008,88369,295Jun 12 07:06 PM
McNatt Joel David JREVP, Investment SolutionsJun 09 '23Sale29.613008,88360,319Jun 12 07:07 PM
Wolfsen Natalie GraceEVP, Chief Executive OfficerJun 08 '23Sale30.047,186215,867432,082Jun 12 07:41 PM
Kim MichaelPresident & CCOJun 08 '23Sale30.044,979149,569335,656Jun 12 07:41 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 08 '23Sale30.043,31899,673101,436Jun 12 07:42 PM
Mehta MukeshEVP, Chief Information OfficerJun 08 '23Sale30.043,31899,673314,526Jun 12 07:08 PM
Hansen Carrie E.EVP, Chief Operating OfficerJun 08 '23Sale30.043,31899,673157,548Jun 12 07:09 PM
Angus Ted F.EVP, General CounselJun 08 '23Sale30.043,31899,673131,565Jun 12 07:08 PM
McNatt Joel David JREVP, Investment SolutionsJun 08 '23Sale30.041,45643,73860,619Jun 12 07:07 PM
Minta-Jacobs EsiEVP, HR & Project ManagementJun 08 '23Sale30.041,05731,75269,595Jun 12 07:06 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 17 '23Sale28.126,000168,72058,596May 18 07:13 PM
Angus Ted F.EVP, General CounselMay 17 '23Sale28.125,637158,51296,991May 18 07:14 PM
Zyla Gary G.EVP, Chief Financial OfficerMay 08 '23Sale26.838,958240,34389,597May 10 04:56 PM