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ENV [NYSE]
Envestnet, Inc.
Index- P/E168.07 EPS (ttm)0.30 Insider Own2.20% Shs Outstand34.34M Perf Week6.91%
Market Cap1.73B Forward P/E45.26 EPS next Y1.11 Insider Trans-3.57% Shs Float33.02M Perf Month-4.11%
Income11.20M PEG6.72 EPS next Q0.22 Inst Own95.10% Short Float3.76% Perf Quarter10.62%
Sales326.30M P/S5.31 EPS this Y900.00% Inst Trans2.87% Short Ratio4.88 Perf Half Y2.06%
Book/sh5.02 P/B10.04 EPS next Y42.27% ROA4.60% Target Price52.86 Perf Year37.53%
Cash/sh3.08 P/C16.35 EPS next 5Y25.00% ROE7.10% 52W Range33.12 - 55.02 Perf YTD25.11%
Dividend- P/FCF41.13 EPS past 5Y-12.00% ROI2.30% 52W High-8.36% Beta1.05
Dividend %- Quick Ratio1.60 Sales past 5Y21.40% Gross Margin55.90% 52W Low52.23% ATR1.59
Employees948 Current Ratio1.60 Sales Q/Q26.80% Oper. Margin5.80% RSI (14)57.55 Volatility2.98% 2.90%
OptionableYes Debt/Eq0.00 EPS Q/Q150.00% Profit Margin3.50% Rel Volume0.79 Prev Close50.61
ShortableYes LT Debt/Eq0.00 EarningsNov 06 AMC Payout0.00% Avg Volume254.66K Price50.42
Recom2.00 SMA201.09% SMA507.00% SMA20014.45% Volume201,902 Change-0.38%
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
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-14-14 01:04PM  ENVESTNET, INC. Financials EDGAR Online Financials
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
04:05PM  Envestnet reports Q1 adjusted EPS 17c, consensus 15c at theflyonthewall.com
04:01PM  Envestnet Reports First Quarter 2014 Financial Results Business Wire
07:07AM  Q1 2014 Envestnet, Inc. Earnings Release - After Market Close CCBN
May-01-14 11:00AM  Investment Advisor And Envestnet Announce Finalists For 10th Annual SMA Manager Of The Year Awards PR Newswire
Apr-30-14 04:10PM  Envestnet | PMC Expands Impact Investing Solutions to Meet Rising Investor Demand PR Newswire
Apr-28-14 08:45AM  Envestnet And Investment Advisor Announce Finalists For 10th Annual SMA Manager Of The Year Awards PR Newswire
Apr-24-14 08:30AM  Envestnet to Announce First Quarter 2014 Results on May 8, 2014 GlobeNewswire
Apr-16-14 08:45AM  Envestnet | Tamarac Rolls Out Next-Generation Advisor CRM® - Redesigned User Interface Furthers Integration PR Newswire
Apr-08-14 08:45AM  Envestnet Announces "2014 Advisor Summit: The Next Big Idea" PR Newswire
Apr-07-14 04:58PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers EDGAR Online
Mar-27-14 11:15AM  Insider Trading Alert - VNR, ENV And SJM Traded By Insiders at TheStreet
Mar-25-14 10:07AM  Envestnet Cloud-Based Software a Lure for Bids: Real M&A at Bloomberg
Mar-18-14 08:45AM  Family Offices Require Integrated Technology Partners To Effectively Manage Client Data PR Newswire
Mar-17-14 05:11PM  ENVESTNET, INC. Files SEC form 10-K, Annual Report EDGAR Online
Mar-13-14 08:45AM  Envestnet | Tamarac Experiences Record Technology Adoption In 2013 PR Newswire
Mar-12-14 08:45AM  William Blair & Co. Selects Envestnet | Tamarac's Portfolio Management Platform, Advisor Xi® PR Newswire
Mar-07-14 05:02AM  Envestnet - Positioned For Continued Growth at Seeking Alpha
Mar-06-14 06:00AM  3 Big-Volume Stocks in Breakout Territory at TheStreet
Mar-04-14 04:01PM  Envestnet to Present at the Sidoti & Company 18th Annual Emerging Growth Conference Business Wire
08:45AM  Envestnet | PMC Launches Liquid Endowment Portfolios PR Newswire
Feb-26-14 08:45AM  Envestnet President Bill Crager To Chair Panel At ABA Wealth Management And Trust Conference PR Newswire
Feb-25-14 02:20PM  MasterCard Strengthens m-Commerce Zacks
Feb-20-14 08:00PM  Envestnet's CEO Discusses Q4 2013 Results - Earnings Call Transcript at Seeking Alpha
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
04:13PM  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
07:07AM  Q4 2013 Envestnet, Inc. Earnings Release - After Market Close CCBN
Feb-11-14 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
Feb-10-14 08:45AM  Envestnet | PMC Launches New Series Of Cost-Effective Beta Portfolios PR Newswire
Feb-06-14 04:01PM  Envestnet to Announce Fourth Quarter and Full Year 2013 Results on February 20, 2014 GlobeNewswire
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
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
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