Your browser is no longer supported. Please, upgrade your browser.
ENV [NYSE]
Envestnet, Inc.
Index- P/E- EPS (ttm)-0.06 Insider Own1.60% Shs Outstand53.97M Perf Week0.49%
Market Cap4.02B Forward P/E31.28 EPS next Y2.37 Insider Trans-9.94% Shs Float51.08M Perf Month4.18%
Income-3.10M PEG- EPS next Q0.61 Inst Own- Short Float4.38% Perf Quarter-12.29%
Sales998.20M P/S4.03 EPS this Y82.40% Inst Trans-3.93% Short Ratio3.84 Perf Half Y-11.61%
Book/sh18.09 P/B4.11 EPS next Y10.16% ROA-0.20% Target Price85.70 Perf Year33.27%
Cash/sh7.11 P/C10.45 EPS next 5Y15.00% ROE-0.30% 52W Range52.08 - 92.51 Perf YTD-9.75%
Dividend- P/FCF25.49 EPS past 5Y-20.10% ROI1.40% 52W High-19.84% Beta1.32
Dividend %- Quick Ratio2.10 Sales past 5Y18.90% Gross Margin69.40% 52W Low42.40% ATR1.88
Employees4250 Current Ratio2.10 Sales Q/Q10.00% Oper. Margin1.90% RSI (14)52.07 Volatility1.48% 2.58%
OptionableYes Debt/Eq0.00 EPS Q/Q96.20% Profit Margin-0.30% Rel Volume0.24 Prev Close74.27
ShortableYes LT Debt/Eq0.77 EarningsFeb 25 AMC Payout- Avg Volume583.41K Price74.16
Recom2.20 SMA201.67% SMA50-1.20% SMA200-6.24% Volume67,581 Change-0.15%
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
Apr-14-21 09:00AM  
Apr-13-21 08:38AM  
Apr-09-21 07:55AM  
Apr-08-21 10:46AM  
10:26AM  
08:30AM  
Mar-30-21 08:32AM  
Mar-29-21 08:38AM  
Mar-27-21 11:31AM  
Mar-26-21 09:52AM  
03:24AM  
Mar-25-21 08:38AM  
Mar-24-21 08:30AM  
Mar-23-21 08:38AM  
Mar-17-21 08:38AM  
Mar-16-21 10:27AM  
08:38AM  
Mar-15-21 08:38AM  
Mar-04-21 06:52AM  
Mar-02-21 09:20AM  
Feb-26-21 11:31AM  
08:29AM  
Feb-25-21 07:10PM  
04:05PM  
Feb-24-21 10:16AM  
08:38AM  
Feb-22-21 04:05PM  
08:38AM  
Feb-18-21 08:32AM  
Feb-12-21 04:57PM  
08:30AM  
Feb-11-21 04:05PM  
Feb-10-21 08:38AM  
Feb-08-21 08:17AM  
Feb-05-21 07:34AM  
Jan-26-21 08:38AM  
Jan-18-21 02:14AM  
Jan-08-21 07:35AM  
Jan-06-21 08:38AM  
Dec-18-20 10:10AM  
Dec-09-20 08:39AM  
08:38AM  
Dec-05-20 11:32AM  
Dec-03-20 08:38AM  
Nov-19-20 08:38AM  
08:30AM  
Nov-17-20 02:06PM  
Nov-12-20 08:38AM  
Nov-11-20 08:38AM  
06:00AM  
Nov-10-20 10:03AM  
Nov-09-20 06:05AM  
Nov-06-20 09:39PM  
03:31PM  
10:39AM  
Nov-05-20 06:05PM  
04:05PM  
Nov-04-20 01:24PM  
Nov-03-20 10:25AM  
Oct-29-20 12:34PM  
Oct-28-20 08:38AM  
08:30AM  
Oct-27-20 04:15PM  
Oct-26-20 12:45PM  
Oct-23-20 04:05PM  
12:10PM  
Oct-22-20 09:00AM  
Oct-21-20 08:38AM  
Oct-15-20 08:48AM  
Oct-13-20 12:51PM  
08:48AM  
Oct-09-20 12:45PM  
Oct-07-20 09:25AM  
Oct-05-20 08:37AM  
Sep-30-20 08:38AM  
Sep-29-20 08:38AM  
Sep-25-20 08:13AM  
Sep-23-20 12:45PM  
Sep-22-20 08:38AM  
Sep-20-20 09:40AM  
Sep-18-20 08:14AM  
Sep-17-20 10:35AM  
Sep-16-20 08:07AM  
Sep-15-20 08:48AM  
Sep-11-20 06:16PM  
Sep-10-20 08:38AM  
08:27AM  
Sep-09-20 08:38AM  
Sep-08-20 11:21AM  
Sep-07-20 12:45PM  
Sep-05-20 11:32AM  
Sep-01-20 08:38AM  
Aug-28-20 01:53PM  
Aug-26-20 08:38AM  
Aug-25-20 08:30AM  
Aug-20-20 04:05PM  
Aug-19-20 12:45PM  
Aug-17-20 09:54PM  
10:35AM  
08:38AM  
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. 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
DePina StuartPresidentOct 21Sale81.6819,3421,579,87353,867Oct 23 07:08 PM
Arora AnilDirectorOct 21Sale81.742,500204,35324,669Oct 23 06:53 PM
Thomas BrandonChief Investment OfficerOct 21Sale81.6740,8013,332,078268,701Oct 23 08:08 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