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ENV

Envestnet Inc.

Nov 29 • 10:11AM ET

38.50

Dollar change +1.32
Percentage change 3.55	%

Technology • Software - Application • USA • NYSE

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Index	RUT	P/E	-	EPS (ttm)	-1.85	Insider Own	1.34%	Shs Outstand	54.01M	Perf Week	3.41%
Market Cap	2.10B	Forward P/E	15.42	EPS next Y	2.50	Insider Trans	-0.80%	Shs Float	53.92M	Perf Month	5.83%
Income	-92.06M	PEG	-	EPS next Q	0.53	Inst Own	104.31%	Short Float / Ratio	10.72% / 7.22	Perf Quarter	-29.59%
Sales	1.22B	P/S	1.72	EPS this Y	7.86%	Inst Trans	0.32%	Short Interest	5.78M	Perf Half Y	-26.43%
Book/sh	13.61	P/B	2.83	EPS next Y	24.48%	ROA	-4.35%	Target Price	58.67	Perf Year	-32.75%
Cash/sh	0.79	P/C	48.70	EPS next 5Y	15.00%	ROE	-10.93%	52W Range	33.12 - 69.22	Perf YTD	-37.60%
Dividend	-	P/FCF	23.22	EPS past 5Y	-81.86%	ROI	-5.35%	52W High	-44.38%	Beta	1.26
Dividend %	-	Quick Ratio	0.75	Sales past 5Y	12.78%	Gross Margin	13.26%	52W Low	16.24%	ATR	1.60
Employees	3429	Current Ratio	0.75	Sales Q/Q	3.31%	Oper. Margin	-3.58%	RSI (14)	51.21	Volatility	3.07% 4.23%
Optionable	Yes	Debt/Eq	1.33	EPS Q/Q	197.73%	Profit Margin	-7.54%	Rel Volume	0.24	Prev Close	37.18
Shortable	Yes	LT Debt/Eq	1.32	Earnings	Nov 08 AMC	Payout	-	Avg Volume	800.79K	Price	38.50
Recom	1.75	SMA20	3.59%	SMA50	-3.93%	SMA200	-27.66%	Volume	28,813	Change	3.55%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-06-23	Downgrade	Raymond James	Strong Buy → Outperform	$63 → $71
Jul-25-22	Resumed	William Blair	Outperform
Feb-25-22	Upgrade	DA Davidson	Neutral → Buy	$86
Jul-22-21	Downgrade	Jefferies	Buy → Underperform	$95 → $63
Jan-06-21	Initiated	Goldman	Neutral	$91
Dec-18-20	Initiated	Truist	Buy	$95
Feb-21-20	Downgrade	Piper Sandler	Overweight → Neutral	$80
Feb-21-20	Downgrade	Compass Point	Buy → Neutral	$75
Feb-19-20	Downgrade	DA Davidson	Buy → Neutral
Nov-27-19	Upgrade	Sandler O'Neill	Hold → Buy	$66 → $80
Oct-01-19	Upgrade	DA Davidson	Neutral → Buy	$67
May-09-19	Downgrade	JP Morgan	Overweight → Neutral	$71 → $73
May-09-19	Downgrade	Buckingham Research	Buy → Neutral
Apr-18-19	Initiated	SunTrust	Buy	$80
Mar-20-19	Downgrade	DA Davidson	Buy → Neutral	$64 → $67
Jan-10-19	Initiated	Buckingham Research	Buy	$63
Jul-12-18	Initiated	JP Morgan	Overweight	$70
Nov-09-17	Reiterated	Stifel	Buy	$52 → $62
Jul-06-17	Initiated	DA Davidson	Neutral	$42
Nov-08-16	Reiterated	Stifel	Buy	$40 → $45

Show Previous Ratings

Nov-14-23 08:00AM	Envestnet Launches Envestnet Retire Complete--Providing Advisors Access to a Competitive Retirement Savings Program for Clients (PR Newswire) +5.72%
Nov-13-23 08:00AM	Envestnet to Participate in the D.A. Davidson Technology Summit (Business Wire)
Nov-09-23 03:45PM	Envestnet, Inc. (NYSE:ENV) Q3 2023 Earnings Call Transcript (Insider Monkey) -8.67%
01:36PM	Envestnet (ENV) Q3 Earnings Beat, Revenues Miss Estimates (Zacks)
01:33PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
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09:52AM	Envestnet Lowers Revenue Guidance. The Stock Fell 9%. (Barrons.com)
Nov-08-23 10:34PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
06:00PM	Compared to Estimates, Envestnet (ENV) Q3 Earnings: A Look at Key Metrics (Zacks)
04:17PM	Envestnet: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Envestnet Reports Third Quarter 2023 Financial Results (Business Wire)
Nov-07-23 11:56AM	Analyst Report: Envestnet, Inc. (Morningstar Research)
Nov-06-23 08:00AM	Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs (PR Newswire)
Nov-02-23 06:09PM	Burlington Stores Set to Join S&P MidCap 400; Envestnet to Join S&P SmallCap 600 (PR Newswire)
Oct-25-23 08:00AM	Advisor Credit Exchange Announces New Executive Leadership Appointments (PR Newswire) -7.56%
Oct-24-23 01:55PM	Envestnet Looks to Help Banks Keep Billions Theyre Losing to Investing Start-Ups (Barrons.com)
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Oct-23-23 08:00AM	Envestnet Launches Embedded Investing Solution, helping Financial Institutions Meet the Demand for Banking Apps that Address more Components of a Customer's Financial Life (PR Newswire)
Oct-20-23 04:00PM	As CFPB Announces Proposed Rulemaking for U.S. Open Banking Framework, Envestnet Yodlee Expands Access to Credit with its Newest Technology Solution, Credit Accelerator (PR Newswire)
Oct-19-23 07:36PM	ENVESTNET YODLEE COMMENDS CONSUMER FINANCIAL PROTECTION BUREAU FOR PROPOSED RULE TO ACCELERATE SHIFT TOWARD OPEN BANKING IN THE U.S. (PR Newswire)
Oct-18-23 08:00AM	Envestnet to Announce Third Quarter 2023 Results on November 8, 2023 (Business Wire)
Oct-16-23 08:00AM	FIRST COMMAND PARTNERS WITH ENVESTNET TO STRENGTHEN ITS SERVICE OFFERING FOR MILITARY FAMILIES (PR Newswire)
Oct-12-23 08:00AM	Envestnet Yodlee Introduces SpendSignals to Empower Businesses with Real-Time Consumer Spending Insights and Peer Purchasing Behavior (PR Newswire)
Oct-11-23 04:40PM	Strength Seen in Envestnet (ENV): Can Its 6.7% Jump Turn into More Strength? (Zacks)
11:49AM	Here's Why You Should Retain Envestnet (ENV) Stock for Now (Zacks)
Sep-29-23 06:11PM	Wealthtech Firms Envestnet and Orion Conduct Layoffs (Barrons.com)
Sep-28-23 06:19PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
Sep-26-23 12:31PM	Envestnet Taps Former BlackRock Executive as CFO (Barrons.com)
Sep-25-23 05:58PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
04:05PM	JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC. (PR Newswire)
Sep-24-23 10:30AM	Bearish Bets: 3 Stocks You Really Should Think About Shorting This Week (TheStreet.com)
Sep-18-23 08:00AM	Envestnet to Partner with iconik to Empower Investor Choice with Proxy Voting (PR Newswire)
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Sep-14-23 10:51AM	Envestnet (ENV) Benefits From a Strategic Business Model (Zacks)
Sep-11-23 08:00AM	Envestnet Enhances Platform: Innovating to Unify its Ecosystem for Advisors & Enterprises (PR Newswire)
Aug-28-23 08:57AM	Heres Why Mairs & Power Small Cap Fund Sold Envestnet (ENV) (Insider Monkey)
Aug-18-23 12:37PM	Why You Should Hold on to Envestnet (ENV) Stock for Now (Zacks)
Aug-15-23 09:30AM	Mastercard (MA) Plans to Buy Minority Stake in MTN Group (Zacks)
Aug-11-23 12:38PM	Envestnet (ENV) Earnings Match Estimates in Q2, Shares Still (Zacks)
Aug-07-23 01:05PM	Envestnet, Inc. (NYSE:ENV) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-04-23 12:53PM	Envestnet Sales Dip. Wall Street Is Not Pleased. (Barrons.com) -7.77%
Aug-03-23 09:03PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
09:00PM	Envestnet (ENV) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:45PM	Envestnet (ENV) Q2 Earnings Meet Estimates (Zacks)
05:45PM	Envestnet: Q2 Earnings Snapshot (AP Finance)
04:05PM	Envestnet Reports Second Quarter 2023 Financial Results (Business Wire)
Aug-02-23 01:04PM	Fidelity National (FIS) Q2 Earnings Beat, '23 View Raised (Zacks)
Jul-20-23 08:30AM	Envestnet to Announce Second Quarter 2023 Results on August 3, 2023 (Business Wire)
Jul-14-23 01:18PM	Reasons Why Envestnet (ENV) Stock is an Attractive Pick Now (Zacks)
Jul-06-23 08:30AM	Envestnet Elevate Receives Third Consecutive Choir Certification, Reinforcing Envestnet's Commitment to Diversity (PR Newswire)
Jun-30-23 12:40PM	Envestnet (ENV) Stock Gains 11.5% in a Month: Here's How (Zacks)
Jun-26-23 06:41AM	Daily Vickers Top Buyers & Sellers for 06/26/2023 (Argus Research)
Jun-21-23 08:00PM	ENV: What does Argus have to say about ENV? (Argus Research)
Jun-15-23 06:23AM	Shareholders in Envestnet (NYSE:ENV) are in the red if they invested three years ago (Simply Wall St.)
Jun-09-23 01:48PM	AmEx (AXP) Eyes Tie-Ups to Keep Up With the Digitization Trend (Zacks)
Jun-07-23 11:56AM	Why You Should Hold on to Envestnet (ENV) Stock for Now (Zacks)
May-24-23 01:37PM	Envestnet, Inc.'s (NYSE:ENV) Low P/S No Reason For Excitement (Simply Wall St.)
May-11-23 08:30AM	ACE Enhances Signature Loan Offering, Giving Advisors Even Greater Confidence in Their Credit Capabilities (PR Newswire)
May-09-23 12:30PM	These Funds Promise a Fine Balancing Act: Active and Passive Investing (TheStreet.com)
08:30AM	Envestnet \| PMC Launches ActivePassive ETFs, Combining Attributes of Active & Passive Management in One Cost-Effective Portfolio Solution (PR Newswire)
May-05-23 04:05PM	Envestnet Earnings Beat Estimates. The Stock is Falling. (Barrons.com) -8.41%
12:33PM	Envestnet (ENV) Q1 Earnings Beat Estimates, Revenues Lag (Zacks)
12:00PM	All You Need to Know About Envestnet (ENV) Rating Upgrade to Strong Buy (Zacks)
May-04-23 10:00PM	Envestnet (ENV) Reports Q1 Earnings: What Key Metrics Have to Say (Zacks)
06:55PM	Envestnet (ENV) Surpasses Q1 Earnings Estimates (Zacks)
04:05PM	Envestnet Reports First Quarter 2023 Financial Results (Business Wire)
07:21AM	Should You Investigate Envestnet, Inc. (NYSE:ENV) At US$61.19? (Simply Wall St.)
May-02-23 10:01AM	Marqeta (MQ) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release (Zacks)
May-01-23 04:30PM	Envestnet Features Solutions For Personalization At Scale (PR Newswire)
Apr-27-23 10:03AM	Analysts Estimate Envestnet (ENV) to Report a Decline in Earnings: What to Look Out for (Zacks)
08:05AM	Bread Financial Holdings (BFH) Beats Q1 Earnings and Revenue Estimates (Zacks)
Apr-26-23 08:00PM	ENV: Lowering target price to $67.00 (Argus Research)
08:00AM	Envestnet Summit 2023 - Elevate - Inspires Thousands to Deliver The Intelligent Financial Life (PR Newswire)
Apr-20-23 08:30AM	Envestnet to Announce First Quarter 2023 Results on May 4, 2023 (Business Wire)
Apr-19-23 10:29AM	Strength Seen in Nayax (NYAX): Can Its 6.2% Jump Turn into More Strength? (Zacks)
08:00AM	Envestnet Named a Leader in Open Banking (PR Newswire)
Apr-13-23 06:27PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
10:13AM	Here's Why You Should Hold Envestnet (ENV) Stock for Now (Zacks)
Apr-11-23 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Apr-07-23 06:08AM	Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 38%? (Simply Wall St.)
Apr-03-23 06:48AM	Daily Vickers Top Buyers & Sellers for 04/03/2023 (Argus Research)
Mar-31-23 06:35PM	Envestnet and Blackbaud Stock See Action From Activist Investors (Barrons.com)
Mar-29-23 08:00AM	Envestnet Summit 2023 - Elevate: See How You Can Help Deliver the Intelligent Financial Life (PR Newswire)
Mar-28-23 09:27AM	Envestnet names three new directors, ends board fight with Impactive Capital (Reuters)
07:30AM	Envestnet Appoints Three New Independent Directors to Board (PR Newswire)
Mar-23-23 10:28AM	Envestnet (ENV) Stock Gains 13.5% in 6 Months: Here's How (Zacks)
Mar-16-23 08:00AM	Envestnet Data Aggregation Delivered 416% ROI for Financial Institutions, According to a Total Economic Impact Study (PR Newswire)
Mar-13-23 04:18PM	Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning (PR Newswire)
Mar-07-23 06:30PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
09:10AM	Envestnet (ENV) Rides on Strong Revenue Generation Capacity (Zacks)
Mar-06-23 10:36AM	What's in the Offing for DocuSign (DOCU) in Q4 Earning? (Zacks)
Feb-27-23 10:58AM	Envestnet (ENV) Stock Rises 2% Following Q4 Earnings Beat (Zacks)
Feb-26-23 10:38AM	Envestnet, Inc. (NYSE:ENV) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-25-23 07:11AM	Envestnet Full Year 2022 Earnings: EPS Misses Expectations (Simply Wall St.)
Feb-24-23 06:14PM	Analyst Report: Envestnet, Inc. (Morningstar Research)
07:56AM	Q4 2022 Envestnet Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-23-23 06:30PM	Envestnet (ENV) Q4 Earnings Beat Estimates (Zacks)
04:05PM	Envestnet Reports Fourth Quarter 2022 Financial Results (Business Wire)
Feb-09-23 08:00AM	Envestnet to Announce Fourth Quarter and Full Year 2022 Results on February 23, 2023 (Business Wire)
Feb-01-23 08:30AM	Pontera Announces Integration with Envestnet, Incorporating Its 401(k) Management Capabilities Into Envestnets Ecosystem (Business Wire)
Jan-25-23 10:31AM	Reasons Why Envestnet (ENV) Stock is an Attractive Pick (Zacks)
Jan-23-23 11:03AM	Juniper Square Appoints Former Envestnet Executive Andina Anderson as Chief Customer Officer (GlobeNewswire)
Jan-17-23 11:19AM	Mastercard (MA), Tradeling to Boost Digitization for UAE's SMEs (Zacks)

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through Envestnet Wealth Solutions and Envestnet Data and Analytics segments. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data and Analytics segment is involved in data aggregation and a data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg, William C. Crager, and Brandon Rockwell Thomas in 1999 and is headquartered in Berwyn, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Cooper Barry D.	SVP, Head of Accounting Mgmt.	Jun 29	Sale	58.19	690	40,151	29,175	Jul 03 04:25 PM
Turner Barbara	Director	Jun 21	Buy	54.39	2,000	108,780	3,534	Jun 23 04:07 PM
Crager William	Chief Executive Officer	Jun 12	Sale	53.68	7,250	389,180	325,356	Jun 13 04:42 PM
Majoros Matthew	Principal Accounting Officer	May 19	Sale	54.74	4,000	218,960	14,077	May 23 04:45 PM
O'Brien Shelly	Chief Legal Officer	Mar 30	Sale	56.84	8,800	500,192	23,709	Mar 31 04:12 PM
Cooper Barry D.	SVP, Head of Accounting Mgmt.	Mar 30	Sale	56.93	530	30,173	30,242	Mar 31 04:12 PM
Crager William	Chief Executive Officer	Feb 27	Option Exercise	15.34	13,500	207,090	315,071	Feb 28 04:05 PM
D'Arrigo Peter	Chief Financial Officer	Feb 24	Option Exercise	15.34	8,000	122,720	110,980	Feb 28 04:09 PM
CHAPIN ROSS K	Director	Feb 23	Option Exercise	15.34	7,954	122,014	67,446	Feb 24 04:08 PM

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ENV

Envestnet Inc.

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