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ENV Envestnet, Inc. daily Stock Chart
ENV [NYSE]
Envestnet, Inc.
Index- P/E- EPS (ttm)-0.29 Insider Own3.50% Shs Outstand50.49M Perf Week6.12%
Market Cap3.05B Forward P/E23.63 EPS next Y2.55 Insider Trans-14.55% Shs Float49.97M Perf Month6.16%
Income-14.10M PEG- EPS next Q0.58 Inst Own93.90% Short Float5.73% Perf Quarter-13.46%
Sales837.30M P/S3.64 EPS this Y-49.50% Inst Trans1.11% Short Ratio7.93 Perf Half Y-9.14%
Book/sh16.81 P/B3.59 EPS next Y20.77% ROA-1.00% Target Price74.73 Perf Year-3.02%
Cash/sh1.54 P/C39.20 EPS next 5Y15.00% ROE-2.20% 52W Range46.57 - 73.94 Perf YTD22.63%
Dividend- P/FCF51.62 EPS past 5Y3.40% ROI2.50% 52W High-18.81% Beta1.73
Dividend %- Quick Ratio0.50 Sales past 5Y27.30% Gross Margin68.20% 52W Low28.90% ATR1.45
Employees3920 Current Ratio0.50 Sales Q/Q11.60% Oper. Margin-1.70% RSI (14)49.20 Volatility2.42% 2.37%
OptionableYes Debt/Eq0.72 EPS Q/Q113.80% Profit Margin-1.70% Rel Volume1.14 Prev Close60.32
ShortableYes LT Debt/Eq0.52 EarningsAug 07 AMC Payout- Avg Volume361.29K Price60.03
Recom2.10 SMA203.83% SMA50-4.60% SMA200-3.45% Volume408,860 Change-0.48%
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
Mar-24-16Initiated Jefferies Buy $48
Nov-10-15Reiterated Northland Capital Outperform $55 → $45
Sep-25-15Reiterated RBC Capital Mkts Sector Perform $47 → $40
Aug-11-15Reiterated Northland Capital Outperform $50 → $55
Jul-09-15Initiated Northland Capital Outperform $50
Jul-07-15Initiated JMP Securities Mkt Outperform
Jul-01-15Upgrade Avondale Mkt Perform → Mkt Outperform
Sep-18-19 08:40AM  Envestnet | Tamarac to Provide Tamarac Reporting® and Trading® Technology to Rockbridge Investment Management PR Newswire
Sep-09-19 09:31AM  ADS vs. ENV: Which Stock Is the Better Value Option? Zacks
Sep-05-19 03:02PM  Edited Transcript of ENV earnings conference call or presentation 7-Aug-19 9:00pm GMT Thomson Reuters StreetEvents
Sep-04-19 08:30AM  Envestnet Platform Enhancements Designed to Deepen Advisor-Client Relationships PR Newswire
Sep-03-19 06:04AM  Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet? Simply Wall St.
Aug-27-19 08:00AM  Covr Financial Technologies and Envestnet MoneyGuide Expand MoneyGuideElite Collaboration for Financial Advisors PR Newswire
Aug-21-19 07:43AM  3 Under the Radar Fintech Stocks to Buy TipRanks
Aug-07-19 10:24PM  Envestnet Inc (ENV) Q2 2019 Earnings Call Transcript Motley Fool
06:55PM  Envestnet (ENV) Q2 Earnings Surpass Estimates Zacks
04:05PM  Envestnet Reports Second Quarter 2019 Financial Results Business Wire
Aug-01-19 07:15PM  Envestnet Inc (ENV) CEO Judson Bergman Sold $1.1 million of Shares GuruFocus.com
Jul-31-19 10:36AM  Envestnet (ENV) Reports Next Week: Wall Street Expects Earnings Growth Zacks
09:00AM  Envestnet | MoneyGuide and Jackson Announce Strategic Integration Highlighting Value of Annuities Within Comprehensive Wealth Management Plan PR Newswire
Jul-25-19 06:15PM  Envestnet Inc (ENV) CEO Judson Bergman Sold $1.1 million of Shares GuruFocus.com
08:30AM  Envestnet to Announce Second Quarter 2019 Results on August 7, 2019 Business Wire
Jul-23-19 09:00AM  Envestnet MoneyGuide Releases MyBlocks, a Financial Wellness Ecosystem for Advisors to Prospect, Onboard, and Engage Clients PR Newswire
Jul-18-19 06:15PM  Envestnet Inc (ENV) CEO Judson Bergman Sold $1.1 million of Shares GuruFocus.com
Jul-11-19 07:15PM  Envestnet Inc (ENV) CEO Judson Bergman Sold $1 million of Shares GuruFocus.com
Jul-05-19 07:15PM  Envestnet Inc (ENV) CEO Judson Bergman Sold $513,750 of Shares GuruFocus.com
Jun-28-19 02:02PM  Merrill Lynch Adopts Envestnet Tamarac Technology Barrons.com
Jun-27-19 11:18AM  Hedge Funds Have Never Been This Bullish On Envestnet Inc (ENV) Insider Monkey
07:00AM  Envestnet | Tamarac to Support Merrill Private Wealth Management Advisors With Tamarac Reporting® PR Newswire
Jun-21-19 06:55AM  What does Envestnet, Inc.'s (NYSE:ENV) Balance Sheet Tell Us About Its Future? Simply Wall St.
06:54AM  Are Envestnet, Inc.'s (NYSE:ENV) Interest Costs Too High? Simply Wall St.
Jun-19-19 08:30AM  Envestnet | Tamarac Announces Fully Digital Client Account-Opening With TD Ameritrade Institutional and Schwab Advisor Services PR Newswire
Jun-06-19 03:38PM  Fidelity Plans New Wealth Management Platform Barrons.com
08:30AM  Envestnet Completes Largest Platform Technology Release PR Newswire
May-29-19 12:11PM  How Financially Strong Is Envestnet, Inc. (NYSE:ENV)? Simply Wall St.
May-22-19 08:30AM  Envestnet to Attend June Conferences Business Wire
May-14-19 02:21PM  Edited Transcript of ENV earnings conference call or presentation 8-May-19 9:00pm GMT Thomson Reuters StreetEvents
May-09-19 08:30AM  Envestnet | Tamarac Announces Integration With Practifi, a Business Management Platform for Financial Advice and Wealth Management PR Newswire -5.54%
May-08-19 10:23PM  Envestnet Inc (ENV) Q1 2019 Earnings Call Transcript Motley Fool
07:25PM  Envestnet (ENV) Surpasses Q1 Earnings Estimates Zacks
06:13PM  Envestnet: 1Q Earnings Snapshot Associated Press
04:05PM  Envestnet Reports First Quarter 2019 Financial Results Business Wire
May-06-19 11:54AM  SailPoint (SAIL) to Report Q1 Results: What's in the Cards? Zacks
May-05-19 09:16AM  A Closer Look At Envestnet, Inc.'s (NYSE:ENV) Uninspiring ROE Simply Wall St.
May-03-19 09:13AM  Everi (EVRI) to Report Q1 Earnings: What's in the Offing? Zacks
09:07AM  Broadridge (BR) to Report Q3 Earnings: What's in the Offing? Zacks
May-02-19 04:02PM  Jeff Gitterman: Why ESG Is at a Turning Point Barrons.com
09:00AM  2019 Top Active Asset Managers and Strategists of the Year Honored at Envestnet Advisor Summit PR Newswire
08:13AM  5 Business Services Stocks Set to Beat This Earnings Season Zacks
May-01-19 11:00AM  Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification PR Newswire
10:33AM  Envestnet (ENV) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Zacks
09:00AM  Envestnet Announces Advisor Analytics Tools with Five New Features PR Newswire
07:00AM  Envestnet Completes Acquisition of PIEtech®, Inc., Creator of MoneyGuide Financial Planning Applications Business Wire
Apr-30-19 12:35PM  MoneyGuide, eMoneys Epic Battle Barrons.com
Apr-29-19 12:58PM  Did Hedge Funds Drop The Ball On Envestnet Inc (ENV) ? Insider Monkey
Apr-26-19 08:00AM  Envestnet Previews 2019 Advisor Summit Program Highlights PR Newswire
Apr-25-19 08:30AM  Envestnet to Announce First Quarter 2019 Results on May 8, 2019 Business Wire
Apr-24-19 10:10AM  Will Envestnet (ENV) Beat Estimates Again in Its Next Earnings Report? Zacks
08:30AM  Envestnet | Tamarac Bundles FIX Flyer's Co-Pilot OMS to Advance Trading Capabilities PR Newswire
Apr-19-19 01:20PM  3 High-Performing Stocks GuruFocus.com
Apr-16-19 08:30AM  Envestnet Selects INVENT for Systems Architecture and API Strategy Partnership PR Newswire
Apr-12-19 07:23AM  What Is Envestnet, Inc.'s (NYSE:ENV) Share Price Doing? Simply Wall St.
Apr-11-19 09:00AM  Global X Announces Availability of Model Portfolios through Envestnet PR Newswire
Apr-09-19 08:30AM  New Envestnet Credit Exchange Integrates Lending Solutions into Advisors' Wealth Management Practices PR Newswire
Apr-03-19 09:00AM  Envestnet | Yodlee Enables FinTechs to Grow from Startup to Success with the Most Comprehensive and Accurate Financial Data Available PR Newswire
Apr-01-19 02:30PM  Envestnet | Tamarac® Provides Ongoing Platform Support and Upgrade Options for PortfolioCenter® Users as Part of Acquisition PR Newswire
Mar-29-19 07:50AM  Investor Expectations to Drive Momentum within Apple Hospitality REIT, Superior Energy Services, US Foods Holding, NovoCure, FTS International, and Envestnet Discovering Underlying Factors of Influence GlobeNewswire
Mar-15-19 05:42PM  Weeks Best: Envestnets Purchase, Wells Fargos Culture Barrons.com
04:17PM  Envestnet Acquires MoneyGuide Barrons.com
Mar-14-19 04:07PM  Envestnet to Acquire PIEtech®, Creator of MoneyGuide Financial Planning Applications Business Wire
Mar-01-19 02:48PM  Envestnet Inc (ENV) Files 10-K for the Fiscal Year Ended on December 31, 2018 GuruFocus.com
Feb-27-19 09:00AM  Envestnet Insurance Exchange Launches Platform With Six Carriers PR Newswire
Feb-23-19 07:32PM  Edited Transcript of ENV earnings conference call or presentation 21-Feb-19 10:00pm GMT Thomson Reuters StreetEvents
Feb-21-19 10:27PM  Envestnet Inc (ENV) Q4 2018 Earnings Conference Call Transcript Motley Fool
07:25PM  Envestnet (ENV) Tops Q4 Earnings Estimates Zacks
06:39PM  Envestnet: 4Q Earnings Snapshot Associated Press
04:15PM  Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter® from Schwab Performance Technologies® PR Newswire
04:06PM  Envestnet Reports Fourth Quarter 2018 Financial Results Business Wire
04:05PM  Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter® from Schwab Performance Technologies® Business Wire
Feb-13-19 09:30AM  CATM vs. ENV: Which Stock Is the Better Value Option? Zacks
07:50AM  New Research: Key Drivers of Growth for Plains Group Holdings, Cooper Tire & Rubber, NuVasive, Envestnet, Pacific Ethanol, and Mistras Group Factors of Influence, Major Initiatives and Sustained Production GlobeNewswire
Feb-12-19 04:39PM  Envestnet to Attend Upcoming Conferences Business Wire
Feb-11-19 11:57AM  Envestnet Puts Chips on Voice Recognition Tech Barrons.com
Feb-08-19 04:05PM  Envestnet to Announce Fourth Quarter and Full Year 2018 Results on February 21, 2019 Business Wire
Feb-06-19 10:29AM  3 Reasons For the Bull Case On Intuit Stock InvestorPlace
Feb-04-19 03:27PM  5 Fintech Stocks to Buy As This Mega Trend Gains Steam InvestorPlace
Jan-30-19 04:15PM  Envestnet and PIEtech Announce Partnership with Apprise Labs PR Newswire
10:00AM  LifeYield Announces Partnership with Envestnet | Yodlee PR Newswire
Jan-29-19 10:17AM  Will Visa's (V) Solid Payment Volumes Boost Earnings in Q1? Zacks
Jan-27-19 10:57AM  BlackRock Data Leak Also Ensnared Envestnet Advisers Bloomberg
Jan-24-19 09:00AM  Envestnet | Yodlee Acquires Abe AI to Revolutionize Financial Wellness and Wealth Management with Conversational AI PR Newswire
Jan-10-19 04:05PM  Envestnet Announces Organizational Changes to Drive Innovation and Continued Growth Business Wire
Dec-22-18 03:00AM  Envestnet Inc (ENV): Are Hedge Funds Right About This Stock? Insider Monkey
Dec-10-18 09:00AM  Envestnet's Latest Platform Upgrades Help Foster Meaningful Client Relationships, Better Outcomes PR Newswire
Dec-06-18 09:00AM  Envestnet | Yodlee Incubator Unveils New Class of Fintech Disruptors PR Newswire
Dec-05-18 09:30AM  CATM vs. ENV: Which Stock Is the Better Value Option? Zacks
Nov-28-18 09:05AM  Alliance Data Eyes Strategic Options for Epsilon, Conversant Zacks
08:54AM  Envestnet (ENV) Soars: Stock Adds 6.1% in Session Zacks
Nov-27-18 03:08PM  BlackRock Buys a Piece of Envestnet Barrons.com +6.08%
09:30AM  Western Union Introduces Online Money Transfer in Malaysia Zacks
08:30AM  Envestnet and BlackRock Enter Strategic Relationship to Enhance the Financial Advisor Experience Business Wire
08:00AM  Ameritas Investment Corp. Launches Practice Management Platform PR Newswire
Nov-22-18 09:13AM  MasterCard to Render Services in Canada Via Cirque du Soleil Zacks
07:57AM  Global Payments' (GPN) Acquisitions Place it Well for Growth Zacks
Nov-21-18 08:10AM  Visa to Gain From Strong Spending and Balance Sheet Position Zacks
Nov-20-18 01:52PM  Edited Transcript of ENV earnings conference call or presentation 7-Nov-18 10:00pm GMT Thomson Reuters StreetEvents
09:47AM  Mastercard Partners Wirecard in Drive Toward Going Cashless Zacks
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 and Envestnet Yodlee segments. The company's product and services suites 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; Envestnet Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet Portfolio Management Consultants that provide research, due diligence, and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. It also provides Envestnet Yodlee 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
Crager WilliamPresident*Sep 12Option Exercise9.0072,750654,750297,054Sep 16 04:06 PM
Crager WilliamPresident*Sep 12Sale57.1672,7504,158,660224,304Sep 16 04:06 PM
Mayer JoshuaChief Operating OfficerAug 16Sale56.156,881386,36820,190Aug 20 04:37 PM
Crager WilliamPresident*Aug 12Option Exercise9.0018,500166,500243,512Aug 14 06:28 PM
Crager WilliamPresident*Aug 12Sale58.1318,5001,075,460225,012Aug 14 06:28 PM
Mayer JoshuaChief Operating OfficerAug 02Sale69.8250034,91028,102Aug 06 04:26 PM
Arora AnilDirectorAug 01Sale71.3132523,17734,189Aug 05 04:12 PM
Bergman JudsonChief Executive OfficerJul 30Option Exercise9.0020,000180,000838,323Aug 01 04:07 PM
Bergman JudsonChief Executive OfficerJul 30Sale70.8515,0001,062,750823,323Aug 01 04:07 PM
Bergman JudsonChief Executive OfficerJul 23Option Exercise9.0020,000180,000833,323Jul 25 04:27 PM
Bergman JudsonChief Executive OfficerJul 23Sale71.4315,0001,071,450818,323Jul 25 04:27 PM
Bergman JudsonChief Executive OfficerJul 16Option Exercise9.0020,000180,000828,323Jul 18 04:07 PM
Bergman JudsonChief Executive OfficerJul 16Sale72.4615,0001,086,825813,323Jul 18 04:07 PM
Bergman JudsonChief Executive OfficerJul 10Option Exercise9.0010,00090,000815,823Jul 11 04:25 PM
Bergman JudsonChief Executive OfficerJul 10Sale70.167,500526,200808,323Jul 11 04:25 PM
Bergman JudsonChief Executive OfficerJul 09Option Exercise9.0010,00090,000813,323Jul 11 04:25 PM
Bergman JudsonChief Executive OfficerJul 09Sale69.467,500520,950805,823Jul 11 04:25 PM
Mayer JoshuaChief Operating OfficerJul 05Sale69.8650034,93028,602Jul 09 05:21 PM
Bergman JudsonChief Executive OfficerJul 03Option Exercise9.0010,00090,000810,823Jul 08 06:10 PM
Bergman JudsonChief Executive OfficerJul 03Sale70.007,500525,000803,323Jul 08 06:10 PM
Bergman JudsonChief Executive OfficerJul 02Option Exercise9.0010,00090,000808,323Jul 05 04:05 PM
Bergman JudsonChief Executive OfficerJul 02Sale68.507,500513,750800,823Jul 05 04:05 PM
Arora AnilDirectorJul 01Sale68.385,365366,84135,341Jul 03 04:54 PM
Grinis Scott DChief Technology OfficerJun 28Option Exercise9.0010,00090,000200,351Jul 02 04:05 PM
Grinis Scott DChief Technology OfficerJun 28Sale68.4010,000684,000190,351Jul 02 04:05 PM
Thomas BrandonChief Investment OfficerJun 27Sale67.4696164,829265,767Jul 01 04:39 PM
Bergman JudsonChief Executive OfficerJun 25Option Exercise9.0010,00090,000807,099Jun 27 04:35 PM
Bergman JudsonChief Executive OfficerJun 25Sale67.867,500508,950799,599Jun 27 04:35 PM
Bergman JudsonChief Executive OfficerJun 18Option Exercise9.0020,000180,000812,099Jun 20 08:27 PM
Bergman JudsonChief Executive OfficerJun 18Sale69.9115,0001,048,650797,099Jun 20 08:27 PM
Roame CharlesDirectorJun 17Sale69.803,165220,9170Jun 19 04:23 PM
CHAPIN ROSS KDirectorJun 05Sale68.401,987135,91144,493Jun 07 07:23 PM
Arora AnilDirectorJun 03Sale66.792,261151,01240,706Jun 05 04:33 PM
Mayer JoshuaChief Operating OfficerMay 23Sale67.541,00067,54029,417May 28 04:49 PM
D'Arrigo PeterChief Financial OfficerMay 10Option Exercise0.0010,000058,446May 14 05:33 PM
Bergman JudsonChief Executive OfficerMay 10Option Exercise0.0041,6670811,961May 14 05:32 PM
Crager WilliamPresident*May 10Option Exercise0.0016,6670233,322May 14 05:32 PM
DePina StuartEnvestnet Data & Analytics*May 03Sale71.214,805342,16444,512May 07 04:27 PM
Arora AnilDirectorMay 01Sale70.0332522,76043,752May 03 04:45 PM
Arora AnilDirectorApr 01Sale65.669,594629,94244,904Apr 03 05:41 PM
Mayer JoshuaChief Operating OfficerMar 29Sale65.281,619105,68831,448Apr 01 09:37 PM
Grinis Scott DChief Technology OfficerMar 28Option Exercise9.0010,00090,000201,839Apr 01 09:40 PM
Grinis Scott DChief Technology OfficerMar 28Sale64.5010,000645,000191,839Apr 01 09:40 PM
Grinis Scott DChief Technology OfficerMar 26Option Exercise9.0010,00090,000202,004Mar 28 05:27 PM
Grinis Scott DChief Technology OfficerMar 26Sale65.2010,000652,000192,004Mar 28 05:27 PM
Bergman JudsonChief Executive OfficerMar 25Option Exercise9.0025,000225,000771,153Mar 27 06:16 PM
DePina StuartPresident*Mar 21Option Exercise45.8812,803587,37059,968Mar 22 05:52 PM
DePina StuartPresident*Mar 21Sale65.1412,803834,02550,968Mar 22 05:52 PM
DePina StuartPresident*Mar 20Sale65.095,365349,20850,968Mar 22 05:52 PM
Majoros MatthewPrincipal Accounting OfficerMar 19Option Exercise9.643,50033,72517,346Mar 20 05:43 PM
Majoros MatthewPrincipal Accounting OfficerMar 19Sale66.783,500233,72014,346Mar 20 05:43 PM
O'Brien ShellyChief Legal OfficerMar 18Sale66.7111,147743,61630,076Mar 20 05:44 PM
Grinis Scott DChief Technology OfficerMar 18Sale66.2910,162673,639192,004Mar 20 05:43 PM
Mayer JoshuaChief Operating OfficerMar 01Sale61.151,16271,05634,343Mar 04 05:21 PM
Mayer JoshuaChief Operating OfficerFeb 04Sale55.002,616143,88032,616Feb 06 04:27 PM
Arora AnilEnvestnet | Yodlee *Feb 01Sale54.7456731,03864,745Feb 05 12:35 PM
Arora AnilEnvestnet | Yodlee *Jan 25Sale53.925,117275,90965,312Jan 29 11:43 AM
Mayer JoshuaChief Operating OfficerNov 30Sale55.0018610,23035,470Dec 04 05:04 PM
Mayer JoshuaChief Operating OfficerNov 08Sale55.002,606143,33035,771Nov 13 04:08 PM
Arora AnilEnvestnet | Yodlee *Oct 05Sale62.404,551283,98275,388Oct 10 04:05 PM
CROWELL GAYLE ADirectorOct 04Sale60.941338,1050Oct 05 04:38 PM
Mayer JoshuaChief Operating OfficerOct 01Sale61.1118611,36639,971Oct 03 04:05 PM
Crager WilliamPresidentSep 27Option Exercise7.154,20930,094208,670Sep 28 04:20 PM
Crager WilliamPresidentSep 27Sale60.824,209255,991204,461Sep 28 04:20 PM
Crager WilliamPresidentSep 26Option Exercise7.157,79155,706212,252Sep 28 04:20 PM
Crager WilliamPresidentSep 26Sale61.087,791475,874204,461Sep 28 04:20 PM