ENV Envestnet, Inc. Stock Quote

ENV [NYSE]

Technology | Software - Application | USA

Index	-	P/E	-	EPS (ttm)	-0.06	Insider Own	1.60%	Shs Outstand	53.97M	Perf Week	0.49%
Market Cap	4.02B	Forward P/E	31.28	EPS next Y	2.37	Insider Trans	-9.94%	Shs Float	51.08M	Perf Month	4.18%
Income	-3.10M	PEG	-	EPS next Q	0.61	Inst Own	-	Short Float	4.38%	Perf Quarter	-12.29%
Sales	998.20M	P/S	4.03	EPS this Y	82.40%	Inst Trans	-3.93%	Short Ratio	3.84	Perf Half Y	-11.61%
Book/sh	18.09	P/B	4.11	EPS next Y	10.16%	ROA	-0.20%	Target Price	85.70	Perf Year	33.27%
Cash/sh	7.11	P/C	10.45	EPS next 5Y	15.00%	ROE	-0.30%	52W Range	52.08 - 92.51	Perf YTD	-9.75%
Dividend	-	P/FCF	25.49	EPS past 5Y	-20.10%	ROI	1.40%	52W High	-19.84%	Beta	1.32
Dividend %	-	Quick Ratio	2.10	Sales past 5Y	18.90%	Gross Margin	69.40%	52W Low	42.40%	ATR	1.88
Employees	4250	Current Ratio	2.10	Sales Q/Q	10.00%	Oper. Margin	1.90%	RSI (14)	52.07	Volatility	1.48% 2.58%
Optionable	Yes	Debt/Eq	0.00	EPS Q/Q	96.20%	Profit Margin	-0.30%	Rel Volume	0.24	Prev Close	74.27
Shortable	Yes	LT Debt/Eq	0.77	Earnings	Feb 25 AMC	Payout	-	Avg Volume	583.41K	Price	74.16
Recom	2.20	SMA20	1.67%	SMA50	-1.20%	SMA200	-6.24%	Volume	67,581	Change	-0.15%

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

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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

Aug-09-16

Reiterated

RBC Capital Mkts

Sector Perform

$37 → $40

Jun-02-16

Upgrade

UBS

Neutral → Buy

$33 → $44

May-09-16

Reiterated

RBC Capital Mkts

Sector Perform

$26 → $33

Apr-08-16

Reiterated

Stifel

Buy

$56 → $40

Apr-14-21 09:00AM	Abe.ai And Lumin Digital Announce Digital Banking Partnership PR Newswire
Apr-13-21 08:38AM	Envestnet Expands Partnership with Practifi, Widening Integration to Reach More Advisors via Leading Unified Advice Platform PR Newswire
Apr-09-21 07:55AM	Envestnet (ENV) Buys Harvest Savings & Wealth Technologies Zacks
Apr-08-21 10:46AM	Envestnet Acquires Harvest Savings & Wealth Technologies For Undisclosed Sum Benzinga
10:26AM	New Strong Sell Stocks for April 8th Zacks
08:30AM	Envestnet Acquires Harvest Savings & Wealth Technologies PR Newswire
Mar-30-21 08:32AM	Envestnet \| PMC's Private Wealth Consulting Service Enables Advisors to Outsource Portfolio Management for High-Net-Worth Clients PR Newswire
Mar-29-21 08:38AM	Envestnet \| MoneyGuide Launches 'Spend vs. Borrow' and 'Mortgage Refinance' Blocks to Enhance Ongoing Advisor-Client Conversations PR Newswire
Mar-27-21 11:31AM	Why Is Envestnet (ENV) Down 7% Since Last Earnings Report? Zacks
Mar-26-21 09:52AM	Here's Why You Should Retain Envestnet (ENV) in Your Portfolio Zacks
03:24AM	What Is Envestnet, Inc.'s (NYSE:ENV) Share Price Doing? Simply Wall St.
Mar-25-21 08:38AM	BOK Financial Advisor Trust Services Now Available as Embedded Offering via Envestnet Trust Services Exchange PR Newswire
Mar-24-21 08:30AM	Envestnet Adds Industry Veterans to its Executive & Leadership Teams PR Newswire
Mar-23-21 08:38AM	FIDx Announces New Partnership with Great American Life, Increasing Access to Industry Leading Annuity Products PR Newswire
Mar-17-21 08:38AM	Envestnet Expands Variable Annuity Program on Envestnet Insurance Exchange PR Newswire
Mar-16-21 10:27AM	Envestnet Acquires Client Portal Technology Solutions From Apprise Labs Benzinga
08:38AM	Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs PR Newswire
Mar-15-21 08:38AM	Nationwide and Envestnet \| MoneyGuide Join Forces to Help Advisors Incorporate Income Solutions into a Financial Plan PR Newswire
Mar-04-21 06:52AM	Envestnet (ENV) Stock Down 12.4% Despite Q4 Earnings Beat Zacks
Mar-02-21 09:20AM	Envestnet \| Yodlee and Productfy Enter Partnership to Offer Single Technology Platform for Early-Stage Startups to Embed Financial Products PR Newswire
Feb-26-21 11:31AM	Envestnet Inc (ENV) Q4 2020 Earnings Call Transcript Motley Fool -19.98%
08:29AM	Envestnet Drops on Lagging 2021 Outlook TheStreet.com
Feb-25-21 07:10PM	Envestnet (ENV) Surpasses Q4 Earnings and Revenue Estimates Zacks
04:05PM	Envestnet Reports Fourth Quarter 2020 Financial Results Business Wire
Feb-24-21 10:16AM	A Preview Of Envestnet's Earnings Benzinga
08:38AM	Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange PR Newswire
Feb-22-21 04:05PM	Envestnet to Participate in Upcoming Conferences Business Wire
08:38AM	Envestnet \| MoneyGuide Launches MoneyGuideEngine - API-Based Financial Planning PR Newswire
Feb-18-21 08:32AM	Envestnet \| PMC Curriculum Helps Advisors Explore the 'What,' 'Why' & 'How' of Impact Investing PR Newswire
Feb-12-21 04:57PM	Spectra7 Announces Upsizing of Private Placement and Closing of Final Tranche CNW Group
08:30AM	Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors PR Newswire
Feb-11-21 04:05PM	Envestnet to Announce Fourth Quarter and Full Year 2020 Results on February 25, 2021 Business Wire
Feb-10-21 08:38AM	Envestnet \| MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile PR Newswire
Feb-08-21 08:17AM	FinTech Solutions Amid A Pandemic Benzinga -5.18%
Feb-05-21 07:34AM	Open Banking At The Benzinga Global FinTech Awards Benzinga
Jan-26-21 08:38AM	Envestnet Rolls Out Data-Driven 'Recommendations Engine' for Enterprises PR Newswire
Jan-18-21 02:14AM	Calculating The Intrinsic Value Of Envestnet, Inc. (NYSE:ENV) Simply Wall St.
Jan-08-21 07:35AM	Reasons to Retain Envestnet (ENV) Stock in Your Portfolio Zacks
Jan-06-21 08:38AM	Envestnet \| PMC Enhances Tax Overlay Services, Enabling Advisors to Apply Holistic Tax Management to More Client Assets PR Newswire
Dec-18-20 10:10AM	Benzinga's Top Upgrades, Downgrades For December 18, 2020 Benzinga
Dec-09-20 08:39AM	Here's Why Investors Should Hold on to Envestnet (ENV) Stock Zacks
08:38AM	Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors PR Newswire
Dec-05-20 11:32AM	Why Is Envestnet (ENV) Down 3.1% Since Last Earnings Report? Zacks
Dec-03-20 08:38AM	Envestnet \| MoneyGuide's Latest Advisor Survey Finds Financial Planning Services, Fees on the Rise PR Newswire
Nov-19-20 08:38AM	Envestnet Cares Partners with Project HOME to Help Fight Poverty & Homelessness PR Newswire
08:30AM	Envestnet Participating in Fireside Chat at The D.A. Davidson FinTech & Payments Spotlight Virtual Conference Business Wire
Nov-17-20 02:06PM	Fidelity Rolls Out New Wealth Management Platform Barrons.com
Nov-12-20 08:38AM	Envestnet and RiskPro® Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios PR Newswire
Nov-11-20 08:38AM	Envestnet Appoints Robert Coppola as Chief Technology Officer PR Newswire
06:00AM	Envestnet \| Yodlee Announces the Winners of Its FinTech Innovation Achievements at the 2020 Benzinga Global FinTech Awards PR Newswire
Nov-10-20 10:03AM	Intercontinental Exchange (ICE) Introduces CDS Index Options Zacks
Nov-09-20 06:05AM	Envestnet \| Yodlee Appoints Jason O'Shaughnessy as Head of International Sales PR Newswire
Nov-06-20 09:39PM	Fintech Focus Roundup For November 7, 2020 Benzinga -7.42%
03:31PM	Envestnet Inc (ENV) Q3 2020 Earnings Call Transcript Motley Fool
10:39AM	Envestnet (ENV) Beats on Q3 Earnings, Raises Q4 & 2020 View Zacks
Nov-05-20 06:05PM	Envestnet (ENV) Beats Q3 Earnings and Revenue Estimates Zacks
04:05PM	Envestnet Reports Third Quarter 2020 Financial Results Business Wire
Nov-04-20 01:24PM	What's in Store for American International (AIG) Q3 Earnings? Zacks
Nov-03-20 10:25AM	Meet Envestnet \| Yodlee, A 2020 Fintech Awards Title Sponsor Benzinga
Oct-29-20 12:34PM	Envestnet (ENV) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release Zacks
Oct-28-20 08:38AM	Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer PR Newswire
08:30AM	5 Business Services Stocks Up for Earnings Beat This Season Zacks
Oct-27-20 04:15PM	Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes PR Newswire
Oct-26-20 12:45PM	Is Envestnet (ENV) a Solid Growth Stock? 3 Reasons to Think " Yes " Zacks
Oct-23-20 04:05PM	Envestnet to Announce Third Quarter 2020 Results on November 5, 2020 Business Wire
12:10PM	Why the Earnings Surprise Streak Could Continue for Envestnet (ENV) Zacks
Oct-22-20 09:00AM	Riskalyze and Envestnet Announce Integration to Streamline Proposal Process for Advisors PR Newswire
Oct-21-20 08:38AM	Envestnet \| MoneyGuide Now Offering Premium Version of Plan Analytics PR Newswire
Oct-15-20 08:48AM	Envestnet Launches Impact Global Climate Solutions QP PR Newswire
Oct-13-20 12:51PM	Envestnet Inc (ENV): Hedge Fund Interest Inching Up Insider Monkey
08:48AM	Envestnet \| PMC Teams with Federated Hermes to Bring Suite of Diversified, Risk-Managed ESG Integrated Models to Advisors PR Newswire
Oct-09-20 12:45PM	3 Reasons Why Envestnet (ENV) Is a Great Growth Stock Zacks
Oct-07-20 09:25AM	Envestnet \| Yodlee Unveils Interactive COVID-19 Spending Tracker PR Newswire
Oct-05-20 08:37AM	Why Envestnet (ENV) Stock Might be a Great Pick Zacks
Sep-30-20 08:38AM	Financial Services Industry Thought Leader, Suzanne Siracuse, Launches The Big Reveal Podcast Series--In Partnership With Envestnet PR Newswire
Sep-29-20 08:38AM	Dana D'Auria, CFA, Joins Envestnet as Co-CIO PR Newswire
Sep-25-20 08:13AM	Wells Fargo Inks Data Exchange Agreement With Envestnet Zacks
Sep-23-20 12:45PM	3 Reasons Why Envestnet (ENV) Is a Great Growth Stock Zacks
Sep-22-20 08:38AM	TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors PR Newswire
Sep-20-20 09:40AM	Is Envestnet, Inc. (NYSE:ENV) Potentially Undervalued? Simply Wall St.
Sep-18-20 08:14AM	With Their Launchpad Ecosystem, FinTech Veterans Envestnet \| Yodlee Set Out To Predict The Future Of Business Benzinga
Sep-17-20 10:35AM	Envestnet Links Wealth Management Platform With Flourish Cash Zacks
Sep-16-20 08:07AM	Upcoming C-Suite Real Talk Event Gets The Executive Perspective On FinTech's Role In The Future Of Work Benzinga
Sep-15-20 08:48AM	Envestnet \| Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish PR Newswire
Sep-11-20 06:16PM	Analyst Report: Envestnet, Inc. Morningstar Research
Sep-10-20 08:38AM	Envestnet Celebrates 20 Years of Innovation PR Newswire
08:27AM	Envestnet \| Yodlee Experts Gather To Discuss The Future Of Open Banking At Next Week's TechCrunch Disrupt 2020 Conference Benzinga
Sep-09-20 08:38AM	Envestnet Offers Retirement Analytics to Enterprise Home Offices, Bolstering Intelligence-Driven Business Insights PR Newswire
Sep-08-20 11:21AM	Here's Why You should Invest in Envestnet (ENV) Stock Now Zacks
Sep-07-20 12:45PM	3 Reasons Why Envestnet (ENV) Is a Great Growth Stock Zacks
Sep-05-20 11:32AM	Envestnet (ENV) Down 7.9% Since Last Earnings Report: Can It Rebound? Zacks
Sep-01-20 08:38AM	FIDx & Envestnet \| MoneyGuide Forge Partnership to Make Annuities Available Directly From Financial Plans PR Newswire
Aug-28-20 01:53PM	Envestnet, Yodlee Face Lawsuit Over Data Collection Barrons.com
Aug-26-20 08:38AM	Envestnet \| Tamarac Named 'Best-In-Class' Vendor by Aite Group PR Newswire
Aug-25-20 08:30AM	The Bancorp Bank Joins Envestnet Credit Exchange, Offering Access to Automated Securities-Backed Loan Origination PR Newswire
Aug-20-20 04:05PM	Envestnet, Inc. Announces Closing of Convertible Notes Offering Business Wire
Aug-19-20 12:45PM	3 Reasons Growth Investors Will Love Envestnet (ENV) Zacks
Aug-17-20 09:54PM	Envestnet, Inc. Announces Pricing of Convertible Notes Offering Business Wire -7.09%
10:35AM	Envestnet Rides on Recurring Revenues, Tech Development Zacks
08:38AM	Envestnet Institute On Campus Celebrates Five Years of Providing Diverse Talent Base for Asset & Wealth Management Industry PR Newswire

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 Peter	Chief Financial Officer	Feb 26	Option Exercise	12.55	10,000	125,500	68,458	Mar 02 08:07 PM
CHAPIN ROSS K	Director	Feb 22	Option Exercise	12.55	2,048	25,702	49,068	Feb 24 04:20 PM
Crager William	Chief Executive Officer	Dec 16	Sale	82.36	25,000	2,059,122	221,764	Dec 18 04:04 PM
O'Brien Shelly	Chief Legal Officer	Oct 26	Option Exercise	41.84	5,500	230,120	32,387	Oct 28 04:23 PM
O'Brien Shelly	Chief Legal Officer	Oct 26	Sale	82.99	5,500	456,445	26,887	Oct 28 04:23 PM
Arora Anil	Director	Oct 23	Sale	84.54	2,500	211,350	22,169	Oct 27 04:44 PM
Thomas Brandon	Chief Investment Officer	Oct 21	Option Exercise	23.67	40,801	965,567	278,701	Oct 23 08:08 PM
DePina Stuart	President	Oct 21	Sale	81.68	19,342	1,579,873	53,867	Oct 23 07:08 PM
Arora Anil	Director	Oct 21	Sale	81.74	2,500	204,353	24,669	Oct 23 06:53 PM
Thomas Brandon	Chief Investment Officer	Oct 21	Sale	81.67	40,801	3,332,078	268,701	Oct 23 08:08 PM
Mayer Joshua	Chief Operating Officer	Jun 29	Option Exercise	12.45	4,418	55,004	24,015	Jul 02 01:02 PM
Mayer Joshua	Chief Operating Officer	Jun 29	Sale	70.87	4,418	313,104	19,597	Jul 02 01:02 PM
Mayer Joshua	Chief Operating Officer	Jun 08	Sale	76.08	150	11,412	19,597	Jun 10 05:28 PM
Thomas Brandon	Chief Investment Officer	Jun 03	Option Exercise	9.00	3,367	30,303	272,532	Jun 05 04:21 PM
Thomas Brandon	Chief Investment Officer	Jun 03	Sale	75.68	3,367	254,806	269,165	Jun 05 04:21 PM
Thomas Brandon	Chief Investment Officer	Jun 01	Option Exercise	9.00	10,535	94,815	279,700	Jun 03 06:23 PM
Thomas Brandon	Chief Investment Officer	Jun 01	Sale	74.12	10,535	780,854	269,165	Jun 03 06:23 PM
Thomas Brandon	Chief Investment Officer	May 28	Option Exercise	9.00	13,098	117,882	282,570	Jun 01 07:01 PM
Thomas Brandon	Chief Investment Officer	May 28	Sale	74.38	13,098	974,229	269,472	Jun 01 07:01 PM
Mayer Joshua	Chief Operating Officer	May 28	Sale	74.04	2,017	149,339	19,991	Jun 01 07:00 PM
Crager William	Chief Executive Officer*	May 12	Option Exercise	9.00	9,092	81,828	259,681	May 14 04:34 PM
Crager William	Chief Executive Officer*	May 12	Sale	64.91	9,092	590,165	250,589	May 14 04:34 PM
Mayer Joshua	Chief Operating Officer	May 08	Sale	66.36	150	9,954	22,008	May 12 04:15 PM

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