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Envestnet, Inc.
Index- P/E- EPS (ttm)-0.13 Insider Own1.40% Shs Outstand53.80M Perf Week-13.06%
Market Cap4.69B Forward P/E25.36 EPS next Y2.74 Insider Trans-9.20% Shs Float51.08M Perf Month-16.19%
Income-6.80M PEG- EPS next Q0.59 Inst Own- Short Float4.55% Perf Quarter-14.34%
Sales974.30M P/S4.81 EPS this Y-371.30% Inst Trans-3.06% Short Ratio4.62 Perf Half Y-17.62%
Book/sh17.74 P/B3.92 EPS next Y3.67% ROA-0.60% Target Price95.27 Perf Year-8.97%
Cash/sh5.38 P/C12.92 EPS next 5Y15.00% ROE-1.30% 52W Range45.53 - 92.51 Perf YTD-15.48%
Dividend- P/FCF30.06 EPS past 5Y-23.40% ROI1.00% 52W High-24.82% Beta1.43
Dividend %- Quick Ratio2.10 Sales past 5Y20.90% Gross Margin69.70% 52W Low52.76% ATR3.61
Employees4190 Current Ratio2.10 Sales Q/Q7.00% Oper. Margin0.90% RSI (14)37.17 Volatility6.65% 3.85%
OptionableYes Debt/Eq0.00 EPS Q/Q158.30% Profit Margin-1.20% Rel Volume1.81 Prev Close69.99
ShortableYes LT Debt/Eq0.79 EarningsFeb 25 AMC Payout- Avg Volume503.10K Price69.55
Recom2.10 SMA20-11.45% SMA50-14.39% SMA200-12.21% Volume898,604 Change-0.63%
Jan-06-21Initiated Goldman Neutral $91
Dec-18-20Initiated Truist Buy $95
Feb-21-20Downgrade Piper Sandler Overweight → Neutral $80
Feb-21-20Downgrade Compass Point Buy → Neutral $75
Feb-19-20Downgrade DA Davidson Buy → Neutral
Nov-27-19Upgrade Sandler O'Neill Hold → Buy $66 → $80
Oct-01-19Upgrade DA Davidson Neutral → Buy $67
May-09-19Downgrade JP Morgan Overweight → Neutral $71 → $73
May-09-19Downgrade Buckingham Research Buy → Neutral
Apr-18-19Initiated SunTrust Buy $80
Mar-20-19Downgrade DA Davidson Buy → Neutral $64 → $67
Jan-10-19Initiated Buckingham Research Buy $63
Jul-12-18Initiated JP Morgan Overweight $70
Nov-09-17Reiterated Stifel Buy $52 → $62
Jul-06-17Initiated DA Davidson Neutral $42
Nov-08-16Reiterated Stifel Buy $40 → $45
Aug-09-16Reiterated RBC Capital Mkts Sector Perform $37 → $40
Jun-02-16Upgrade UBS Neutral → Buy $33 → $44
May-09-16Reiterated RBC Capital Mkts Sector Perform $26 → $33
Apr-08-16Reiterated Stifel Buy $56 → $40
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Envestnet, Inc., together with its subsidiaries, provides intelligent systems for wealth management and financial wellness in the United States and internationally. It operates through Envestnet Welth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, as well as sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
D'Arrigo PeterChief Financial OfficerFeb 26Option Exercise12.5510,000125,50068,458Mar 02 08:07 PM
CHAPIN ROSS KDirectorFeb 22Option Exercise12.552,04825,70249,068Feb 24 04:20 PM
Crager WilliamChief Executive OfficerDec 16Sale82.3625,0002,059,122221,764Dec 18 04:04 PM
O'Brien ShellyChief Legal OfficerOct 26Option Exercise41.845,500230,12032,387Oct 28 04:23 PM
O'Brien ShellyChief Legal OfficerOct 26Sale82.995,500456,44526,887Oct 28 04:23 PM
Arora AnilDirectorOct 23Sale84.542,500211,35022,169Oct 27 04:44 PM
Thomas BrandonChief Investment OfficerOct 21Option Exercise23.6740,801965,567278,701Oct 23 08:08 PM
Thomas BrandonChief Investment OfficerOct 21Sale81.6740,8013,332,078268,701Oct 23 08:08 PM
DePina StuartPresidentOct 21Sale81.6819,3421,579,87353,867Oct 23 07:08 PM
Arora AnilDirectorOct 21Sale81.742,500204,35324,669Oct 23 06:53 PM
Mayer JoshuaChief Operating OfficerJun 29Option Exercise12.454,41855,00424,015Jul 02 01:02 PM
Mayer JoshuaChief Operating OfficerJun 29Sale70.874,418313,10419,597Jul 02 01:02 PM
Mayer JoshuaChief Operating OfficerJun 08Sale76.0815011,41219,597Jun 10 05:28 PM
Thomas BrandonChief Investment OfficerJun 03Option Exercise9.003,36730,303272,532Jun 05 04:21 PM
Thomas BrandonChief Investment OfficerJun 03Sale75.683,367254,806269,165Jun 05 04:21 PM
Thomas BrandonChief Investment OfficerJun 01Option Exercise9.0010,53594,815279,700Jun 03 06:23 PM
Thomas BrandonChief Investment OfficerJun 01Sale74.1210,535780,854269,165Jun 03 06:23 PM
Thomas BrandonChief Investment OfficerMay 28Option Exercise9.0013,098117,882282,570Jun 01 07:01 PM
Thomas BrandonChief Investment OfficerMay 28Sale74.3813,098974,229269,472Jun 01 07:01 PM
Mayer JoshuaChief Operating OfficerMay 28Sale74.042,017149,33919,991Jun 01 07:00 PM
Crager WilliamChief Executive Officer*May 12Option Exercise9.009,09281,828259,681May 14 04:34 PM
Crager WilliamChief Executive Officer*May 12Sale64.919,092590,165250,589May 14 04:34 PM
Mayer JoshuaChief Operating OfficerMay 08Sale66.361509,95422,008May 12 04:15 PM
Crager WilliamCEO*Apr 13Sale55.679,094506,299241,495Apr 15 04:27 PM
Mayer JoshuaChief Operating OfficerApr 08Sale50.781507,61722,158Apr 10 04:10 PM
Crager WilliamInterim CEO*Mar 12Option Exercise9.009,09481,846260,293Mar 16 04:18 PM
Crager WilliamInterim CEO*Mar 12Sale54.959,094499,717251,199Mar 16 04:18 PM
Mayer JoshuaChief Operating OfficerMar 09Sale65.671509,85022,462Mar 11 04:15 PM