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ENV [NYSE]
Envestnet, Inc.
Index- P/E139.47 EPS (ttm)0.38 Insider Own2.70% Shs Outstand35.05M Perf Week-4.74%
Market Cap1.86B Forward P/E36.35 EPS next Y1.46 Insider Trans-32.74% Shs Float33.68M Perf Month-3.78%
Income14.20M PEG5.58 EPS next Q0.22 Inst Own99.50% Short Float5.45% Perf Quarter8.58%
Sales348.70M P/S5.33 EPS this Y280.00% Inst Trans3.16% Short Ratio8.32 Perf Half Y33.60%
Book/sh5.81 P/B9.12 EPS next Y39.39% ROA4.80% Target Price58.78 Perf Year48.92%
Cash/sh5.99 P/C8.85 EPS next 5Y25.00% ROE8.30% 52W Range33.25 - 58.21 Perf YTD7.86%
Dividend- P/FCF37.23 EPS past 5Y38.90% ROI3.60% 52W High-8.95% Beta0.94
Dividend %- Quick Ratio3.70 Sales past 5Y35.00% Gross Margin57.00% 52W Low59.40% ATR1.42
Employees1257 Current Ratio3.70 Sales Q/Q30.10% Oper. Margin7.10% RSI (14)38.67 Volatility2.06% 2.55%
OptionableYes Debt/Eq0.72 EPS Q/Q400.00% Profit Margin4.10% Rel Volume0.67 Prev Close55.13
ShortableYes LT Debt/Eq0.72 EarningsMay 07 AMC Payout0.00% Avg Volume220.61K Price53.00
Recom2.20 SMA20-4.88% SMA50-3.49% SMA2008.13% Volume148,223 Change-3.86%
Nov-10-14Reiterated UBS Neutral $53 → $45
Sep-26-14Reiterated UBS Neutral $44 → $45
Jul-02-14Reiterated Stifel Buy $45 → $57
May-09-14Reiterated Stifel Buy $49 → $45
Nov-19-13Reiterated UBS Neutral $27 → $38
Jul-02-13Downgrade UBS Buy → Neutral $22 → $27
May-17-13Reiterated RBC Capital Mkts Outperform $16 → $23
Feb-15-13Reiterated UBS Buy $15 → $18
Feb-15-13Reiterated RBC Capital Mkts Outperform $15 → $16
Nov-09-11Reiterated UBS Buy $16 → $13
Jan-05-11Reiterated UBS Buy $16 → $19
Nov-05-10Reiterated RBC Capital Mkts Outperform $12 → $15
Sep-07-10Initiated UBS Buy $14
Sep-07-10Initiated Stifel Nicolaus Buy $15
Sep-07-10Initiated RBC Capital Mkts Outperform $12
Sep-07-10Initiated Barclays Capital Equal Weight $11
Apr-15-15 08:38AM  Practice Management Experts Join Envestnet to Help Independent Wealth Managers Improve Business Operations PR Newswire
Apr-14-15 06:30PM  MOVES-Wealth manager HighTower appoints exec VP of finance & accounting
Apr-09-15 08:57AM  Envestnet Makes Strategic Investment in AlphaHedge Capital Partners at noodls
08:38AM  Envestnet Makes Strategic Investment in AlphaHedge Capital Partners PR Newswire
Mar-31-15 09:38AM  Envestnet Launches Factor-Enhanced Portfolios Delivering Increased Exposure to Key Return Drivers at noodls
09:38AM  Envestnet | Tamarac Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform at noodls
08:38AM  Envestnet Launches Factor-Enhanced Portfolios Delivering Increased Exposure to Key Return Drivers PR Newswire
Mar-26-15 11:25AM  Medical device startup Cardialen raises $1.5 million from investors at bizjournals.com
08:38AM  Envestnet Unveils 2015 Advisor Summit Programs & Keynote Speakers PR Newswire
Mar-24-15 10:54AM  Envestnet (ENV) Stock Gaining Today After BMO Capital Coverage Initiation at TheStreet
Mar-12-15 08:45AM  Envestnet | Tamarac Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client Management Platform PR Newswire
Mar-10-15 01:04PM  ENVESTNET, INC. Financials -5.08%
Mar-05-15 06:18PM  Envestnet Reports Fourth Quarter 2014 Financial Results at noodls
09:08AM  Educating the Next Generation of Wealth Managers at noodls
08:48AM  Educating the Next Generation of Wealth Managers PR Newswire
Mar-04-15 07:09PM  10-K for Envestnet, Inc. at Company Spotlight
Mar-02-15 05:56PM  ENVESTNET, INC. Files SEC form 10-K, Annual Report
Feb-26-15 06:21PM  Envestnet tops 4Q profit forecasts
05:00PM  Envestnet Inc Earnings Call scheduled for 5:00 pm ET today
04:18PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits EDGAR Online
04:01PM  Envestnet Reports Fourth Quarter 2014 Financial Results Business Wire
08:30AM  Envestnet Acquires Upside PR Newswire
07:07AM  Q4 2014 Envestnet Inc Earnings Release - After Market Close CCBN
Feb-17-15 09:15AM  Cetera Financial Group Continues Strategic Expansion of Leading Edge Retirement Plan Services Platform through Partnership with Envestnet PR Newswire
08:45AM  Global Financial Selects HiddenLevers Portfolio Stress Testing Platform To Accelerate Growth PR Newswire
Feb-12-15 05:22PM  Envestnet to Announce Fourth Quarter and Full Year 2014 Results on February 26, 2015 GlobeNewswire
Feb-11-15 08:52AM  ENVESTNET, INC. Files SEC form 8-K/A, Financial Statements and Exhibits EDGAR Online
Feb-10-15 05:30PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and Exhibits EDGAR Online
04:01PM  Envestnet Appoints James L. Fox and Gregory A. Smith to the Board of Directors Business Wire
Feb-06-15 02:23PM  3 Group Leaders Vie For Breakouts at Investor's Business Daily
Jan-26-15 08:30AM  Envestnet to Attend February Conferences Business Wire
Jan-13-15 08:45AM  BlackRock, Invesco, Neuberger Berman, Beaumont Capital, Innealta Capital, & American Funds Partner with Envestnet Institute PR Newswire
Jan-05-15 04:01PM  Envestnet to Present at the 17th Annual ICR XChange Investor Conference Business Wire
Dec-18-14 11:06AM  Envestnet, Inc. Announces Exercise of Over-Allotment Option and Issuance of Additional Convertible Notes Business Wire
Dec-17-14 08:38AM  Lori Hardwick Promoted to Group President of Envestnet Advisor Services PR Newswire +5.20%
Dec-15-14 11:36AM  Envestnet, Inc. Announces Closing of Convertible Notes Offering Business Wire
10:49AM  ENVESTNET, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obliga EDGAR Online
Dec-11-14 04:01PM  Envestnet's 2015 Market Outlook Webinar asks, "Will the Bull Continue?" PR Newswire
11:00AM  Will Alliance Data Stock Gain on Conversant Deal Closure? Zacks
Dec-09-14 08:26PM  Envestnet, Inc. Announces Pricing and Upsizing of Convertible Notes Offering Business Wire
01:31PM  Stocks Off Lows In Afternoon: AutoZone Hits New High at Investor's Business Daily
12:30PM  Fidelity National Partners Fifth Third Bank to Ease Payment Zacks
Dec-08-14 04:11PM  Envestnet, Inc. to Offer $125.0 Million of Convertible Notes Business Wire
03:55PM  ENVESTNET, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obliga EDGAR Online
Dec-05-14 05:11PM  ENVESTNET, INC. Files SEC form 8-K/A, Financial Statements and Exhibits EDGAR Online
Dec-03-14 10:50AM  Alliance Data Renews Arhaus Deal to Boost Retail Business Zacks
Nov-28-14 12:30PM  Equifax (EFX) Hits a 52-Week High on Strategic Initiatives Zacks
Nov-24-14 01:30PM  Total System Services (TSS) Stock Gains on linked2pay Deal Zacks
Nov-20-14 04:01PM  Envestnet | Retirement Solutions Platform and Fiduciary Outsourcing Services Adopted by Alerus Retirement Solutions PR Newswire
05:36AM  Why Envestnet (ENV) Isn't Done Growing Earnings Yet Zacks
Nov-18-14 01:27PM  Envestnet Touches 52-Week High on Impressive Q3 Results Zacks
08:45AM  One of South Florida's Largest Independent RIAs Harnesses Advisor® Xi Technology to Continue Growth Trajectory PR Newswire
Nov-17-14 06:30PM  Alliance Data Initiatives Bode Well, Expenses Hurt Margin Zacks
Nov-09-14 07:09PM  10-Q for Envestnet, Inc. Company Spotlight
Nov-07-14 04:30PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online +15.17%
Nov-06-14 06:42PM  Envestnet tops Street 3Q forecasts AP
05:00PM  Envestnet Inc Earnings Call scheduled for 5:00 pm ET today CCBN
04:11PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits EDGAR Online
04:01PM  Envestnet Reports Third Quarter 2014 Financial Results Business Wire
08:45AM  Direct Trade Processing Established Between Envestnet | Tamarac and Schwab OpenView Gateway PR Newswire
07:07AM  Q3 2014 Envestnet Inc Earnings Release - After Market Close CCBN
Nov-05-14 08:45AM  New Interactive iPad App Helps Advisors Build Stronger Client Relationships PR Newswire
Oct-23-14 08:00AM  Envestnet to Announce Third Quarter 2014 Results on November 6, 2014 Business Wire
Oct-22-14 08:43AM  10 Tips for Successfully Implementing New Technology Solutions for RIAs PR Newswire
Oct-01-14 08:04AM  ENVESTNET, INC. Files SEC form 8-K, Completion of Acquisition or Disposition of Assets, Other Events, Financial State EDGAR Online -6.73%
07:57AM  Envestnet Completes Acquisition of Placemark Investments Business Wire
Sep-16-14 08:45AM  Envestnet | Retirement Solutions Fiduciary Outsourcing Services Adopted by CDM Retirement Consultants PR Newswire
Sep-10-14 08:35AM  Envestnet | Tamarac Solutions Empower CliftonLarsonAllen Wealth Advisors To Streamline And Broaden Service Offerings PR Newswire
08:30AM  Beacon Pointe Advisors, One Of The Nation's Largest Independent RIAs, Selects Envestnet | Tamarac Software And Service To Fuel Growth PR Newswire
Sep-05-14 06:51PM  CRM Will Keep You Connected With Financial Clients at Investor's Business Daily
Sep-03-14 04:01PM  Envestnet to Attend the UBS FinTech Conference Business Wire
Aug-18-14 08:30AM  Broadridge's Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers PR Newswire
Aug-15-14 04:38PM  ENVESTNET, INC. Files SEC form 8-K, Other Events EDGAR Online
Aug-14-14 01:58PM  Can Envestnet Build Wealth For Investors? at Investor's Business Daily
Aug-13-14 08:45AM  Advisor View by Envestnet | Tamarac Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs PR Newswire
Aug-11-14 04:04PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online
Aug-06-14 05:00PM  Envestnet Inc Earnings Call scheduled for 5:00 pm ET today CCBN
04:27PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits EDGAR Online
04:01PM  Envestnet Reports Second Quarter 2014 Financial Results Business Wire
07:07AM  Q2 2014 Envestnet, Inc. Earnings Release - After Market Close CCBN
Jul-23-14 08:30AM  Envestnet to Announce Second Quarter 2014 Results on August 6, 2014 GlobeNewswire
Jul-16-14 02:25PM  Portfolio Recovery Debt Collector Soars On Deal Boost at Investor's Business Daily
Jul-15-14 08:45AM  Envestnet Retirement Solutions Completes the Acquisition of Klein Decisions PR Newswire
Jul-01-14 08:42AM  ENVESTNET, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Regulation FD Disclosure, Financial S EDGAR Online
08:30AM  Envestnet to Acquire Placemark Investments Business Wire
Jun-25-14 04:07PM  ENVESTNET, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obliga EDGAR Online
May-27-14 08:33AM  Envestnet should be bought on sustained market weakness, says Stifel at theflyonthewall.com
May-23-14 07:18AM  Can Envestnet (ENV) Stock Continue to Grow Earnings? Zacks
May-21-14 09:05AM  Envestnet to Attend Spring Conferences Business Wire
May-19-14 05:20PM  ENVESTNET, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders EDGAR Online
May-16-14 08:45AM  Envestnet and Investment Advisor Reveal 2014 SMA Managers of the Year PR Newswire
May-15-14 09:13AM  The Next Big Idea: Empowering Advisors To Become Disruptive Innovators PR Newswire
May-14-14 04:30PM  Introducing Envestnet Institute--A Unified Education Portal Empowering All Financial Professionals PR Newswire
May-12-14 05:14PM  Envestnet to Attend The 8th Annual Barrington Research Spring Conference Business Wire +5.87%
May-09-14 05:11PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online
01:50AM  Asian Markets Mostly Lower Morningstar
May-08-14 11:21PM  Envestnet's (ENV) CEO Jud Bergman on Q1 2014 Results - Earnings Call Transcript at Seeking Alpha
05:00PM  Envestnet, Inc. Earnings Call scheduled for 5:00 pm ET today CCBN
04:55PM  Envestnet (ENV) Q1 2014 Results - Earnings Call Webcast at Seeking Alpha
04:21PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits EDGAR Online
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services to independent financial advisors and financial institutions in the United States and internationally. Its wealth management software unifies the applications and services advisors use to manage their practice and advise their clients, including financial planning; capital markets assumptions; asset allocation guidance; research and due diligence on investment managers and funds; portfolio management, trading, and rebalancing; multi-custodial and aggregated performance reporting; and billing calculation and administration. The company also offers Envestnet PMC investment solutions and products that include managed account and multi-manager portfolios, mutual fund portfolios, and exchange traded fund (ETF) portfolios; Prima Premium Research comprising research and due diligence on investment managers, mutual funds, ETFs, and liquid alternatives funds; and consulting services. In addition, it provides Envestnet Tamarac, a portfolio accounting, rebalancing, trading, performance reporting, and client relationship management software primarily for high-end registered investment advisors (RIAs); and Vantage Reporting Solution, a software that aggregates and manages investment data, provides performance reporting and benchmarking, and gives advisors a view of clients' various investments. Further, the company offers Envestnet WMS, which provides financial institutions access to an integrated wealth platform that enables to construct and manage portfolio solutions across an account life cycle, primarily in the area of unified managed account trading; and Envestnet Placemark that develops unified managed account programs and other portfolio management outsourcing solutions. The company sells its products and services to the individual financial advisors of broker dealers and RIAs. 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 WilliamPresidentApr 14Option Exercise5.0013,33366,670144,142Apr 16 05:53 PM
Crager WilliamPresidentApr 14Sale55.2413,333736,500136,200Apr 16 05:53 PM
Bergman JudsonChief Executive OfficerApr 01Option Exercise5.0030,000150,000611,771Apr 02 06:18 PM
O'Brien ShellyChief Legal OfficerApr 01Option Exercise7.502,00015,0005,025Apr 02 06:17 PM
Bergman JudsonChief Executive OfficerApr 01Sale54.7730,0001,643,218594,214Apr 02 06:18 PM
O'Brien ShellyChief Legal OfficerApr 01Sale54.692,000109,3703,525Apr 02 06:17 PM
Grinis Scott DChief Technology OfficerMar 27Sale55.8310,000558,292209,462Mar 31 05:47 PM
Sisteron YvesDirectorMar 26Sale54.8739,9302,190,9590Mar 27 09:09 PM
Sisteron YvesDirectorMar 25Sale55.183,902215,31220,930Mar 27 09:09 PM
Sisteron YvesDirectorMar 23Sale57.3114,931855,6967,832Mar 24 07:28 PM
Sisteron YvesDirectorMar 20Sale57.1138,5062,199,07813,763Mar 24 07:28 PM
O'Brien ShellyChief Legal OfficerMar 16Option Exercise7.505003,7504,025Mar 18 06:03 PM
O'Brien ShellyChief Legal OfficerMar 16Sale55.0050027,5003,525Mar 18 06:03 PM
Crager WilliamPresidentMar 13Option Exercise7.5013,33399,998149,533Mar 13 06:51 PM
Crager WilliamPresidentMar 13Sale53.5413,333713,849136,200Mar 13 06:51 PM
Bergman JudsonChief Executive OfficerMar 10Option Exercise5.78145,000837,500694,214Mar 12 05:33 PM
O'Brien ShellyChief Legal OfficerMar 10Option Exercise7.501,50011,2505,025Mar 12 05:34 PM
Crager WilliamPresidentMar 10Option Exercise7.5039,999299,993176,199Mar 12 05:33 PM
Smith Gregory ADirectorMar 10Buy52.171,00052,1701,000Mar 12 05:33 PM
O'Brien ShellyChief Legal OfficerMar 10Sale52.921,50079,3803,525Mar 12 05:34 PM
Bergman JudsonChief Executive OfficerMar 10Sale51.75145,0007,503,750594,214Mar 12 05:33 PM
Crager WilliamPresidentMar 10Sale51.9539,9992,077,948136,200Mar 12 05:33 PM
Roame CharlesDirectorMar 03Buy54.901659,059165Mar 03 07:42 PM
Majoros MatthewPrincipal Accounting OfficerFeb 28Option Exercise0.001,23703,086Mar 03 07:01 PM
Bergman JudsonChief Executive OfficerFeb 28Option Exercise0.007,0790596,416Mar 03 07:01 PM
Mayer JoshuaChief Operating OfficerFeb 28Option Exercise0.003,54003,547Mar 03 07:01 PM
O'Brien ShellyChief Legal OfficerFeb 28Option Exercise0.002,84304,409Mar 03 07:00 PM
Grinis Scott DChief Technology OfficerFeb 28Option Exercise0.003,1530220,754Mar 03 06:59 PM
Crager WilliamPresidentFeb 28Option Exercise0.005,8870138,377Mar 03 08:41 PM
D'Arrigo PeterChief Financial OfficerFeb 28Option Exercise0.004,02005,644Mar 03 08:41 PM
Thomas BrandonChief Investment OfficerFeb 28Option Exercise0.003,4360226,119Mar 03 08:25 PM
Bergman JudsonChief Executive OfficerDec 01Option Exercise7.5045,000337,50045,000Dec 02 06:00 PM
Bergman JudsonChief Executive OfficerDec 01Sale49.8645,0002,243,7000Dec 02 06:00 PM
Crager WilliamPresidentNov 14Option Exercise7.5013,33399,99813,333Nov 14 05:30 PM
Crager WilliamPresidentNov 14Sale54.2213,333722,9150Nov 14 05:30 PM
Roame CharlesDirectorNov 11Buy52.211427,4143,857Nov 13 07:04 PM
Crager WilliamPresidentNov 10Option Exercise7.503,00022,5003,000Nov 13 07:06 PM
Crager WilliamPresidentNov 10Sale52.323,000156,9600Nov 13 07:06 PM
Bergman JudsonChief Executive OfficerNov 07Option Exercise7.5010,00075,00010,000Nov 07 07:02 PM
Bergman JudsonChief Executive OfficerNov 07Sale50.0010,000500,0000Nov 07 07:02 PM
Bergman JudsonChief Executive OfficerNov 04Option Exercise7.5010,00075,00010,000Nov 04 08:12 PM
Bergman JudsonChief Executive OfficerNov 04Sale45.0010,000450,0000Nov 04 08:12 PM
Bergman JudsonChief Executive OfficerNov 03Option Exercise7.5025,000187,50025,000Nov 04 08:12 PM
Bergman JudsonChief Executive OfficerNov 03Sale43.7425,0001,093,5000Nov 04 08:12 PM
Bergman JudsonChief Executive OfficerOct 31Option Exercise7.5010,00075,00010,000Nov 04 08:12 PM
Bergman JudsonChief Executive OfficerOct 31Sale45.0010,000450,0000Nov 04 08:12 PM
Roame CharlesDirectorOct 29Option Exercise0.0028403,999Oct 31 07:16 PM
Crager WilliamPresidentOct 20Option Exercise7.503,00022,5003,000Oct 22 06:17 PM
Crager WilliamPresidentOct 20Sale40.123,000120,3600Oct 22 06:17 PM
Crager WilliamPresidentOct 15Option Exercise7.504,33332,4984,333Oct 15 07:10 PM
Crager WilliamPresidentOct 15Sale38.744,333167,8600Oct 15 07:10 PM
Bergman JudsonChief Executive OfficerOct 14Option Exercise7.505,95644,6705,956Oct 15 07:08 PM
Bergman JudsonChief Executive OfficerOct 14Sale40.005,956238,2400Oct 15 07:08 PM
Bergman JudsonChief Executive OfficerOct 13Option Exercise7.5019,044142,83019,044Oct 15 07:08 PM
Bergman JudsonChief Executive OfficerOct 13Sale38.7619,044738,1450Oct 15 07:08 PM
Sisteron YvesDirectorSep 29Sale44.5727,9171,244,2610Oct 01 04:38 PM
Mayer JoshuaChief Operating OfficerAug 18Sale46.201,50069,3007Aug 19 05:28 PM
D'Arrigo PeterChief Financial OfficerAug 13Option Exercise7.509,06367,9739,063Aug 15 06:14 PM
D'Arrigo PeterChief Financial OfficerAug 13Sale46.899,063424,9640Aug 15 06:14 PM
O'Brien ShellyGeneral CounselAug 11Option Exercise9.005,00045,0005,000Aug 13 06:17 PM
Roame CharlesDirectorAug 11Buy45.711627,4053,715Aug 13 06:20 PM
O'Brien ShellyGeneral CounselAug 11Sale46.005,000230,0000Aug 13 06:17 PM
O'Brien ShellyGeneral CounselJul 01Option Exercise9.005,00045,0005,000Jul 02 07:03 PM
O'Brien ShellyGeneral CounselJul 01Sale48.955,000244,7500Jul 02 07:03 PM
Majoros MatthewPrincipal Accounting OfficerJun 28Option Exercise0.0071102,070Jul 01 06:56 PM
D'Arrigo PeterChief Financial OfficerJun 28Option Exercise0.0050802,229Jul 01 06:55 PM
O'Brien ShellyGeneral CounselJun 05Option Exercise11.395,00056,9493,366Jun 06 07:02 PM
O'Brien ShellyGeneral CounselJun 05Sale42.005,000210,0000Jun 06 07:02 PM
O'Brien ShellyGeneral CounselJun 04Option Exercise12.525,00062,5803,301Jun 06 07:02 PM
O'Brien ShellyGeneral CounselJun 04Sale40.075,000200,3500Jun 06 07:02 PM
Roame CharlesDirectorMay 13Buy38.461937,4233,553May 13 06:50 PM