Envestnet, Inc.
Index- P/E- EPS (ttm)-0.29 Insider Own1.20% Shs Outstand54.90M Perf Week-3.86%
Market Cap2.80B Forward P/E19.35 EPS next Y2.73 Insider Trans-0.06% Shs Float52.61M Perf Month-18.39%
Income-15.50M PEG- EPS next Q0.46 Inst Own- Short Float6.62% Perf Quarter-29.07%
Sales1.23B P/S2.27 EPS this Y513.70% Inst Trans0.45% Short Ratio5.88 Perf Half Y-33.95%
Book/sh17.33 P/B3.05 EPS next Y28.98% ROA-0.70% Target Price82.75 Perf Year-30.29%
Cash/sh6.77 P/C7.80 EPS next 5Y15.00% ROE-1.60% 52W Range51.39 - 85.99 Perf YTD-33.45%
Dividend- P/FCF15.29 EPS past 5Y16.90% ROI1.80% 52W High-38.60% Beta1.16
Dividend %- Quick Ratio1.80 Sales past 5Y15.50% Gross Margin63.00% 52W Low2.74% ATR1.96
Employees4375 Current Ratio1.80 Sales Q/Q16.80% Oper. Margin1.40% RSI (14)28.17 Volatility2.52% 2.90%
OptionableYes Debt/Eq0.89 EPS Q/Q-193.40% Profit Margin-1.30% Rel Volume0.45 Prev Close52.77
ShortableYes LT Debt/Eq0.89 EarningsMay 05 AMC Payout- Avg Volume592.27K Price52.80
Recom2.60 SMA20-7.10% SMA50-19.57% SMA200-29.20% Volume265,971 Change0.06%
Feb-25-22Upgrade DA Davidson Neutral → Buy $86
Jul-22-21Downgrade Jefferies Buy → Underperform $95 → $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 → $44
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Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Crager WilliamChief Executive OfficerJun 29Buy53.7992049,487306,241Jul 01 04:10 PM
Majoros MatthewPrincipal Accounting OfficerJun 28Sale53.7920010,75816,624Jun 30 04:12 PM
Cooper Barry D.SVP, Head of Accounting Mgmt.Mar 25Sale73.7367849,98927,652Mar 29 08:13 PM
Majoros MatthewPrincipal Accounting OfficerMar 21Sale75.3340030,13216,936Mar 23 07:07 PM
D'Arrigo PeterChief Financial OfficerFeb 22Option Exercise12.4510,195126,92890,050Feb 24 04:22 PM
CHAPIN ROSS KDirectorFeb 02Option Exercise12.455,27765,69957,180Feb 04 04:51 PM
Crager WilliamChief Executive OfficerJan 19Option Exercise12.4513,594169,245268,004Jan 21 04:30 PM
DePina StuartPresidentDec 27Sale81.9416,4221,345,61953,600Dec 29 04:00 PM
Cooper Barry D.SVP, Head of Accounting Mgmt.Sep 01Sale79.7135027,89821,842Sep 03 04:07 PM