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ENV [NYSE]
Envestnet, Inc.
Index- P/E266.41 EPS (ttm)0.17 Insider Own3.50% Shs Outstand34.05M Perf Week-1.69%
Market Cap1.54B Forward P/E42.57 EPS next Y1.06 Insider Trans-52.06% Shs Float32.69M Perf Month-8.13%
Income6.10M PEG10.66 EPS next Q0.17 Inst Own92.10% Short Float5.32% Perf Quarter27.01%
Sales274.40M P/S5.62 EPS this Y900.00% Inst Trans-0.61% Short Ratio6.29 Perf Half Y3.54%
Book/sh4.47 P/B10.13 EPS next Y43.78% ROA2.90% Target Price47.13 Perf Year82.40%
Cash/sh1.54 P/C29.32 EPS next 5Y25.00% ROE4.20% 52W Range24.58 - 50.38 Perf YTD12.38%
Dividend- P/FCF64.52 EPS past 5Y-12.00% ROI2.30% 52W High-8.85% Beta0.93
Dividend %- Quick Ratio1.70 Sales past 5Y21.40% Gross Margin57.50% 52W Low86.82% ATR1.34
Employees948 Current Ratio1.70 Sales Q/Q68.50% Oper. Margin4.80% RSI (14)52.19 Volatility2.39% 2.76%
OptionableYes Debt/Eq0.00 EPS Q/Q300.00% Profit Margin2.20% Rel Volume0.43 Prev Close45.29
ShortableYes LT Debt/Eq0.00 EarningsAug 06 AMC Payout0.00% Avg Volume276.40K Price45.92
Recom2.20 SMA20-0.74% SMA501.93% SMA20012.33% Volume63,196 Change1.39%
02-Jul-14Reiterated Stifel Buy $45 → $57
09-May-14Reiterated Stifel Buy $49 → $45
19-Nov-13Reiterated UBS Neutral $27 → $38
02-Jul-13Downgrade UBS Buy → Neutral $22 → $27
17-May-13Reiterated RBC Capital Mkts Outperform $16 → $23
15-Feb-13Reiterated UBS Buy $15 → $18
15-Feb-13Reiterated RBC Capital Mkts Outperform $15 → $16
09-Nov-11Reiterated UBS Buy $16 → $13
05-Jan-11Reiterated UBS Buy $16 → $19
05-Nov-10Reiterated RBC Capital Mkts Outperform $12 → $15
07-Sep-10Initiated UBS Buy $14
07-Sep-10Initiated Stifel Nicolaus Buy $15
07-Sep-10Initiated RBC Capital Mkts Outperform $12
07-Sep-10Initiated Barclays Capital Equal Weight $11
23-Jul-14 08:30AM  Envestnet to Announce Second Quarter 2014 Results on August 6, 2014 GlobeNewswire
16-Jul-14 02:25PM  Portfolio Recovery Debt Collector Soars On Deal Boost at Investor's Business Daily
15-Jul-14 08:45AM  Envestnet Retirement Solutions Completes the Acquisition of Klein Decisions PR Newswire
01-Jul-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
25-Jun-14 04:07PM  ENVESTNET, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obliga EDGAR Online
04:07PM  ENVESTNET, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obliga
27-May-14 08:33AM  Envestnet should be bought on sustained market weakness, says Stifel at theflyonthewall.com
08:33AM  Envestnet should be bought on sustained market weakness, says Stifel
23-May-14 07:18AM  Can Envestnet (ENV) Stock Continue to Grow Earnings? Zacks
07:18AM  Can Envestnet (ENV) Stock Continue to Grow Earnings?
21-May-14 09:05AM  Envestnet to Attend Spring Conferences Business Wire
09:05AM  Envestnet to Attend Spring Conferences
19-May-14 05:20PM  ENVESTNET, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders EDGAR Online
05:20PM  ENVESTNET, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders
16-May-14 01:04PM  ENVESTNET, INC. Financials EDGAR Online Financials
01:04PM  ENVESTNET, INC. Financials
08:45AM  Envestnet and Investment Advisor Reveal 2014 SMA Managers of the Year PR Newswire
08:45AM  Envestnet and Investment Advisor Reveal 2014 SMA Managers of the Year
15-May-14 09:13AM  The Next Big Idea: Empowering Advisors To Become Disruptive Innovators PR Newswire
09:13AM  The Next Big Idea: Empowering Advisors To Become Disruptive Innovators
08:45AM  The Next Big Idea: Empowering Advisors To Become Disruptive Innovators PR Newswire
14-May-14 04:30PM  Introducing Envestnet Institute--A Unified Education Portal Empowering All Financial Professionals PR Newswire
04:30PM  Introducing Envestnet Institute--A Unified Education Portal Empowering All Financial Professionals
12-May-14 05:14PM  Envestnet to Attend The 8th Annual Barrington Research Spring Conference Business Wire +5.87%
05:14PM  Envestnet to Attend The 8th Annual Barrington Research Spring Conference
09-May-14 05:11PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online
05:11PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report
01:50AM  Asian Markets Mostly Lower Morningstar
08-May-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
04:05PM  Envestnet reports Q1 adjusted EPS 17c, consensus 15c at theflyonthewall.com
04:01PM  Envestnet Reports First Quarter 2014 Financial Results Business Wire
07:34AM  Envestnet, Inc. Earnings Call scheduled for 5:00 pm ET today CCBN
07:07AM  Q1 2014 Envestnet, Inc. Earnings Release - After Market Close CCBN
01-May-14 11:00AM  Investment Advisor And Envestnet Announce Finalists For 10th Annual SMA Manager Of The Year Awards PR Newswire
30-Apr-14 04:10PM  Envestnet | PMC Expands Impact Investing Solutions to Meet Rising Investor Demand PR Newswire
28-Apr-14 08:45AM  Envestnet And Investment Advisor Announce Finalists For 10th Annual SMA Manager Of The Year Awards PR Newswire
24-Apr-14 08:30AM  Envestnet to Announce First Quarter 2014 Results on May 8, 2014 GlobeNewswire
16-Apr-14 08:45AM  Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM® - Redesigned User Interface Furthers Integration PR Newswire
08-Apr-14 08:45AM  Envestnet Announces "2014 Advisor Summit: The Next Big Idea" PR Newswire
07-Apr-14 04:58PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers EDGAR Online
27-Mar-14 11:15AM  Insider Trading Alert - VNR, ENV And SJM Traded By Insiders at TheStreet
25-Mar-14 10:07AM  Envestnet Cloud-Based Software a Lure for Bids: Real M&A at Bloomberg
21-Mar-14 01:04PM  ENVESTNET, INC. Financials EDGAR Online Financials
18-Mar-14 08:45AM  Family Offices Require Integrated Technology Partners To Effectively Manage Client Data PR Newswire
17-Mar-14 05:11PM  ENVESTNET, INC. Files SEC form 10-K, Annual Report EDGAR Online
13-Mar-14 08:45AM  Envestnet | Tamarac Experiences Record Technology Adoption In 2013 PR Newswire
12-Mar-14 08:45AM  William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi® PR Newswire
07-Mar-14 05:02AM  Envestnet - Positioned For Continued Growth at Seeking Alpha
05:02AM  Envestnet - Positioned For Continued Growth
06-Mar-14 06:00AM  3 Big-Volume Stocks in Breakout Territory at TheStreet
04-Mar-14 04:01PM  Envestnet to Present at the Sidoti & Company 18th Annual Emerging Growth Conference Business Wire
04:01PM  Envestnet to Present at the Sidoti & Company 18th Annual Emerging Growth Conference
08:45AM  Envestnet | PMC Launches Liquid Endowment Portfolios PR Newswire
26-Feb-14 08:45AM  Envestnet President Bill Crager To Chair Panel At ABA Wealth Management And Trust Conference PR Newswire
25-Feb-14 02:20PM  MasterCard Strengthens m-Commerce Zacks
02:20PM  MasterCard Strengthens m-Commerce
20-Feb-14 08:00PM  Envestnet's CEO Discusses Q4 2013 Results - Earnings Call Transcript at Seeking Alpha
08:00PM  Envestnet's CEO Discusses Q4 2013 Results - Earnings Call Transcript
05:00PM  Envestnet, Inc. Earnings Call scheduled for 5:00 pm ET today CCBN
04:55PM  Envestnet, Inc. Discusses Q4 2013 Results (Webcast) at Seeking Alpha
04:55PM  Envestnet, Inc. Discusses Q4 2013 Results (Webcast)
04:13PM  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 and Full Year 2013 Financial Results Business Wire
07:34AM  Envestnet, Inc. Earnings Call scheduled for 5:00 pm ET today CCBN
07:07AM  Q4 2013 Envestnet, Inc. Earnings Release - After Market Close CCBN
11-Feb-14 10:00AM  Top Broker-Dealers Approve HiddenLevers Portfolio Stress Testing Software for Use by Registered Reps Marketwired
08:45AM  Envestnet | Tamarac Provides RIAs With Scale Necessary To Expand Through Acquisitions PR Newswire
10-Feb-14 08:45AM  Envestnet | PMC Launches New Series Of Cost-Effective Beta Portfolios PR Newswire
06-Feb-14 04:01PM  Envestnet to Announce Fourth Quarter and Full Year 2013 Results on February 20, 2014 GlobeNewswire
05-Feb-14 07:22PM  Envestnet Selected by the Money Management Institute to Implement a Data Communications Hub Using the MMI Standards for Managed Accounts PR Newswire
04-Feb-14 04:01PM  Envestnet to Attend February Conferences Business Wire
10-Jan-14 04:50PM  Starting A Tech Biz? Allow Time For Product To Evolve at Investor's Business Daily
04:50PM  Starting A Tech Biz? Allow Time For Product To Evolve
07-Jan-14 06:54PM  Align, Facebook Among Leaders Rising Past Buy Points at Investor's Business Daily
06:54PM  Align, Facebook Among Leaders Rising Past Buy Points
01:58AM  Envestnet (ENV) in Focus: Stock Moves 5.4% Higher Zacks
01:58AM  Envestnet (ENV) in Focus: Stock Moves 5.4% Higher
06-Jan-14 06:05PM  NYSE stocks posting largest percentage increases AP +5.35%
05:18PM  Nasdaq Extends Losses In New Year Despite Breakouts at Investor's Business Daily
05:18PM  Nasdaq Extends Losses In New Year Despite Breakouts
04:01PM  Envestnet to Present at the 16th Annual ICR XChange Investor Conference Business Wire
04:01PM  Envestnet to Present at the 16th Annual ICR XChange Investor Conference
01:39PM  NYSE stocks posting largest percentage increases AP
26-Dec-13 08:45AM  Envestnet To Hold 2014 Market Outlook Webinar On January 8Th PR Newswire
08:45AM  Envestnet To Hold 2014 Market Outlook Webinar On January 8Th
19-Dec-13 11:43AM  Use Options For A Chance To Buy ENV At A 32% Discount at TheStreet
11:43AM  Use Options For A Chance To Buy ENV At A 32% Discount
16-Dec-13 05:17PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers EDGAR Online
05:17PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers
10-Dec-13 09:45AM  Envestnet: Priced For Perfection, No Moat, And Lurking Risks at Seeking Alpha
09:45AM  Envestnet: Priced For Perfection, No Moat, And Lurking Risks
05-Dec-13 12:14PM  Endowments And Foundations Adapting To A New Paradigm For Investment Management PR Newswire
12:14PM  Endowments And Foundations Adapting To A New Paradigm For Investment Management
08:45AM  Endowments And Foundations Adapting To A New Paradigm For Investment Management PR Newswire
04-Dec-13 01:41PM  Speculators should retain a flexible approach at MarketWatch
01:41PM  Speculators should retain a flexible approach
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 principally for high-end registered investment advisors; 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. The company sells its products and services to the individual financial advisors of broker dealers and registered investment advisor firms. 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
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
Crager WilliamPresidentMar 24Sale42.833,165135,557133,512Mar 26 04:20 PM
Grinis Scott DChief Technology OfficerMar 21Sale45.208,000361,600217,601Mar 21 06:28 PM
Grinis Scott DChief Technology OfficerMar 19Sale45.3010,000453,000225,601Mar 21 06:28 PM
Thomas BrandonChief Investment OfficerFeb 28Option Exercise0.002,1030223,349Mar 04 09:11 PM
Bergman JudsonChief Executive OfficerFeb 28Option Exercise0.002,8780590,569Mar 04 09:11 PM
Grinis Scott DChief Technology OfficerFeb 28Option Exercise0.001,8190236,307Mar 04 09:10 PM
Crager WilliamPresidentFeb 28Option Exercise0.002,9190137,754Mar 04 09:10 PM
D'Arrigo PeterChief Financial OfficerFeb 28Option Exercise0.001,81902,310Mar 04 09:08 PM
O'Brien ShellyGeneral CounselFeb 28Option Exercise0.001,64102,083Mar 04 09:09 PM
Majoros MatthewPrincipal Accounting OfficerFeb 28Option Exercise0.0073801,633Mar 04 09:08 PM
Roame CharlesDirectorFeb 25Buy42.132068,6793,360Feb 27 05:42 PM
Bergman JudsonChief Executive OfficerFeb 25Sale41.7720,000835,4000Feb 27 05:41 PM