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ENV Envestnet, Inc. daily Stock Chart
ENV [NYSE]
Envestnet, Inc.
Index- P/E- EPS (ttm)-0.46 Insider Own3.20% Shs Outstand42.81M Perf Week1.02%
Market Cap1.61B Forward P/E26.19 EPS next Y1.44 Insider Trans-3.50% Shs Float41.51M Perf Month-4.03%
Income-19.50M PEG- EPS next Q0.26 Inst Own88.90% Short Float8.74% Perf Quarter18.11%
Sales495.30M P/S3.25 EPS this Y-68.80% Inst Trans-0.35% Short Ratio14.92 Perf Half Y36.19%
Book/sh10.11 P/B3.72 EPS next Y44.57% ROA-2.50% Target Price42.56 Perf Year15.22%
Cash/sh0.90 P/C41.84 EPS next 5Y20.00% ROE-5.00% 52W Range19.30 - 41.47 Perf YTD26.06%
Dividend- P/FCF43.78 EPS past 5Y34.40% ROI2.40% 52W High-9.26% Beta1.59
Dividend %- Quick Ratio1.00 Sales past 5Y33.80% Gross Margin66.70% 52W Low94.97% ATR0.94
Employees2665 Current Ratio1.00 Sales Q/Q38.00% Oper. Margin-2.70% RSI (14)44.79 Volatility3.00% 2.33%
OptionableYes Debt/Eq0.36 EPS Q/Q-365.40% Profit Margin-3.90% Rel Volume0.55 Prev Close38.98
ShortableYes LT Debt/Eq0.35 EarningsAug 08 AMC Payout- Avg Volume243.18K Price37.63
Recom2.10 SMA20-3.09% SMA50-2.38% SMA20020.99% Volume140,500 Change-3.46%
Aug-09-16Reiterated RBC Capital Mkts Sector Perform $37 → $40
Jun-02-16Upgrade UBS Neutral → Buy $33 → $44
May-09-16Reiterated RBC Capital Mkts Sector Perform $26 → $33
Apr-08-16Reiterated Stifel Buy $56 → $40
Mar-24-16Initiated Jefferies Buy $48
Nov-10-15Reiterated Northland Capital Outperform $55 → $45
Sep-25-15Reiterated RBC Capital Mkts Sector Perform $47 → $40
Aug-11-15Reiterated Northland Capital Outperform $50 → $55
Jul-09-15Initiated Northland Capital Outperform $50
Jul-07-15Initiated JMP Securities Mkt Outperform
Jul-01-15Upgrade Avondale Mkt Perform → Mkt Outperform
May-11-15Downgrade Barrington Research Outperform → Mkt Perform
May-08-15Reiterated Stifel Buy $65 → $56
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
Sep-26-16 09:00AM  Russell Investments Adaptive Retirement Accounts to Leverage Envestnet | Retirement Solutions Patented Participant Advice Engine for DC Plan Participants Business Wire
Sep-22-16 08:38AM  Envestnet | Tamarac Introduces Integration with eMoney Advisor PR Newswire
Sep-20-16 08:38AM  Innovation Partners to Leverage Envestnet | Yodlee's Financial Wellness Solutions PR Newswire
Sep-19-16 11:00AM  MassMutual Expands Fiduciary Support Services for Retirement Plan Investment Selection and Monitoring PR Newswire
Sep-15-16 11:26AM  Envestnet, Inc. Value Analysis (NYSE:ENV) : September 15, 2016
Sep-14-16 08:09AM  Envestnet, Inc. breached its 50 day moving average in a Bearish Manner : ENV-US : September 14, 2016
Sep-07-16 08:38AM  Envestnet Institute On Campus Expands Reach & Offering PR Newswire
Aug-26-16 12:58PM  Energy Transfer Equity (ETE) Carries Whetstone Capital to Huge Turnaround at Insider Monkey
Aug-25-16 08:38AM  "Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities PR Newswire
08:30AM  Envestnet to Attend September Conferences Business Wire
Aug-18-16 01:04PM  ENVESTNET, INC. Financials
Aug-12-16 02:25PM  Envestnet | Yodlee's Is Making Customer Data Collection Easier
10:19AM  Envestnet, Inc. :ENV-US: Earnings Analysis: Q2, 2016 By the Numbers : August 12, 2016
Aug-10-16 08:38AM  Envestnet | Retirement Solutions & HealthSavings Administrators Form Strategic Partnership to Manage Health Savings Accounts PR Newswire
Aug-09-16 04:37PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report -9.35%
10:36AM  MasterCard (MA) to Grow from Shift to Electronic Payments
09:00AM  Envestnet | Yodlee Augments Financial Transaction Data Through a Streamlined DaaS Model PR Newswire
01:29AM  Edited Transcript of ENV earnings conference call or presentation 8-Aug-16 9:00pm GMT
Aug-08-16 06:26PM  Envestnet reports 2Q loss
04:37PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits
04:22PM  Envestnet Reports Second Quarter 2016 Financial Results Business Wire
07:07AM  Q2 2016 Envestnet Inc Earnings Release - After Market Close
Aug-05-16 08:23AM  Catch Business Service Stock Aug 8 Earnings: RBA, CVG & More
Aug-04-16 04:34PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and Exhibits
Aug-02-16 09:00AM  Envestnet | Yodlee and United Capital Partner to Provide Unprecedented Insights into Financial Wellness PR Newswire
Jul-28-16 08:38AM  Envestnet | Tamarac to Roll Out Client Portal 2.0 PR Newswire
Jul-26-16 04:05PM  Envestnet to Attend the UBS Financial Services Conference Business Wire
Jul-25-16 04:05PM  Envestnet to Announce Second Quarter 2016 Results on August 8, 2016 Business Wire
Jul-22-16 02:21PM  Why Advisors May Want to Get to Know Envestnet at Investopedia
08:30AM  Alliance Data Systems (ADS) Catches Eye: Stock Jumps 6.4%
Jul-21-16 04:40PM  Envestnet Looks to Keep Up Its Momentum at Motley Fool
Jul-05-16 03:26PM  Millennials Remain Avid Fans of ETFs
Jun-28-16 08:42AM  Envestnet, Inc. breached its 50 day moving average in a Bearish Manner : ENV-US : June 28, 2016
Jun-23-16 09:30AM  Signator Investors Adds Unified Managed Account and Separate Accounts Program to Enhance Managed Account Offerings PR Newswire
Jun-09-16 11:00AM  Robo Advisor Trend Greatest Threat To Wealth Management Since 1990s
Jun-03-16 08:35AM  Envestnet (ENV) in Focus: Stock Jumps 5.7% in Session
Jun-02-16 10:04AM  Envestnet upgraded by UBS +5.74%
May-27-16 02:40PM  2 Top Small-Cap Stocks to Buy Now at Motley Fool
08:03AM  Envestnet to Attend Spring Conferences Business Wire
May-25-16 06:57PM  More Financial Advisors Joining Envestnet's Platform
May-24-16 04:15PM  Fidelity® and Envestnet Reach $150 Billion in Managed Accounts on Advisor Platform Business Wire
May-20-16 08:38AM  2016 SMA Managers & Strategists of the Year Honored at Envestnet Advisor Summit PR Newswire
May-19-16 04:18PM  Envestnet Unveils Open ENV PR Newswire
May-18-16 06:21PM  Envestnet Launches The Essential Advisor PR Newswire
May-17-16 08:38AM  Envestnet | Tamarac Unveils A New Version of Advisor CRM® PR Newswire
May-13-16 04:54PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Submission of Matters to a Vote of Sec
May-11-16 04:18PM  Envestnet Announces 2016 Advisor Summit Programs & Keynote Speakers PR Newswire
09:00AM  Envestnet | Yodlee Partners With AlphaCode To Boost Financial Innovation By Improving Tools Available to Financial Entrepreneurs In Africa PR Newswire
May-09-16 10:55AM  Envestnet, Inc. :ENV-US: Earnings Analysis: Q1, 2016 By the Numbers
May-06-16 04:04PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report
01:37AM  Edited Transcript of ENV earnings conference call or presentation 5-May-16 9:00pm GMT
May-05-16 06:25PM  Envestnet Guides Toward Further Weakness as Earnings Fall at Motley Fool
06:10PM  Envestnet reports 1Q loss AP
05:05PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits EDGAR Online
05:00PM  Envestnet Inc Earnings Call scheduled for 5:00 pm ET today CCBN
04:05PM  Envestnet Reports First Quarter 2016 Financial Results Business Wire
07:07AM  Q1 2016 Envestnet Inc Earnings Release - After Market Close CCBN
Apr-29-16 09:59AM  Can Envestnet Make Up for Lost Time? at Motley Fool
Apr-27-16 04:18PM  Envestnet Wins MMI Industry Leadership Award for Advisory Solutions Provider of the Year -- Outsourced Investment Advisory Services PR Newswire
Apr-25-16 04:18PM  Finalists for 12th Annual SMA Manager & Strategist of the Year Awards Announced PR Newswire
10:00AM  MassMutual Enhances Fiduciary Protection Services And Support For Retirement Plan Advisors and Sponsors PR Newswire
Apr-22-16 11:09AM  Envestnet to Announce First Quarter 2016 Results on May 5, 2016 Business Wire
08:38AM  MassMutual Managed Account Program Powered by Envestnet Retirement Solutions Wins MMI Award for Advisory Solutions Most Innovative New Investment Product PR Newswire
Apr-19-16 10:25AM  Alliance Data (ADS): Can Q1 Earnings Pull Off a Surprise?
10:17AM  Visa (V) Q2 Earnings May Disappoint: Will Stock Suffer?
Apr-18-16 04:18PM  VMS, Envestnet and United Retirement Announce Innovative Partnership to Align Retirement-Planning Industry with New Fiduciary Requirements PR Newswire
Apr-11-16 09:00AM  Envestnet | Yodlee Introduces Risk Insight to Help Lenders Make More Informed Decisions GlobeNewswire
Apr-07-16 08:02AM  [$$] Context Relevant Names New CEO at The Wall Street Journal
Apr-05-16 08:38AM  Litman Gregory Harnesses Envestnet | Tamarac Portfolio Management Solution to Streamline & Grow RIA Practice PR Newswire
Mar-31-16 08:38AM  Envestnet | Tamarac Rolls Out New Initiatives in Advisor View Client Portal PR Newswire
Mar-30-16 04:15PM  ENVESTNET, INC. Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and Exhibits
04:05PM  Envestnet Appoints Luis A. Aguilar and Gayle Crowell to the Board of Directors and Resignation of Cynthia Egan and Retirement of Yves Sisteron Business Wire
Mar-29-16 02:41PM  Envestnet | Yodlee Partners with Vanguard to Provide Industry-Leading Financial Account Aggregation Services at noodls +8.10%
09:30AM  Envestnet | Yodlee Partners with Vanguard to Provide Industry-Leading Financial Account Aggregation Services at noodls
09:00AM  Envestnet | Yodlee Partners with Vanguard to Provide Industry-Leading Financial Account Aggregation Services GlobeNewswire
Mar-23-16 08:58AM  Envestnet | Tamarac Announces Integration with CAIS at noodls
08:38AM  Envestnet | Tamarac Announces Integration with CAIS PR Newswire
Mar-22-16 09:33AM  Envestnet | Yodlee's New Responsive Framework Creates a Seamless Digital Banking Experience Across Devices by Enhancing UX and Data Accuracy at noodls
09:00AM  Envestnet | Yodlees New Responsive Framework Creates a Seamless Digital Banking Experience Across Devices by Enhancing UX and Data Accuracy GlobeNewswire
Mar-21-16 09:21AM  Envestnet Wins Two Family Wealth Report Awards at noodls
08:38AM  Envestnet Wins Two Family Wealth Report Awards PR Newswire
Mar-17-16 04:08PM  BISA Honors Envestnet with Technology Innovation Award PR Newswire
Mar-09-16 08:38AM  Envestnet | Tamarac Implements Integration with Pershing's NetX360® Platform PR Newswire
Mar-08-16 08:05AM  Envestnet | Yodlee Announces Industry-Leading Aggregation Platform on the Salesforce AppExchange and Extension of Salesforce Financial Services Cloud Capabilities GlobeNewswire
08:03AM  Envestnet, Inc. breached its 50 day moving average in a Bullish Manner : ENV-US : March 8, 2016
Mar-02-16 10:06AM  Envestnet, Inc. Earnings Analysis: 2015 By the Numbers
08:38AM  Envestnet Wins 2016 Private Asset Management Award for Best New Product for HNW Advisory PR Newswire
Mar-01-16 06:02AM  ENVESTNET, INC. Files SEC form 10-K, Annual Report
Feb-26-16 12:23AM  Edited Transcript of ENV earnings conference call or presentation 25-Feb-16 10:00pm GMT +6.07%
Feb-25-16 07:41PM  Envestnet reports 4Q loss
05:01PM  ENVESTNET, INC. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits
05:00PM  Envestnet Inc Earnings Call scheduled for 5:00 pm ET today
04:37PM  Envestnet Reports Fourth Quarter 2015 Financial Results and Authorization of Share Repurchase Program Business Wire
07:07AM  Q4 2015 Envestnet Inc Earnings Release - After Market Close
Feb-23-16 04:05PM  Envestnet to Attend Upcoming Conferences Business Wire -5.05%
Feb-20-16 12:58PM  Can Envestnet Survive a Falling Stock Market in 2016? at Motley Fool
Feb-18-16 04:05PM  Envestnet to Announce Fourth Quarter and Full Year 2015 Results on February 25, 2016 Business Wire
08:38AM  Regal Financial Group Strengthens Advisor Platform with Envestnet | Tamarac Solutions PR Newswire
Feb-16-16 09:00AM  Envestnet | Yodlee Partners with Limitless, the Leading API Marketplace and Technology Platform in South Africa GlobeNewswire
Feb-11-16 05:17PM  ENVESTNET, INC. Files SEC form 8-K/A, Financial Statements and Exhibits
Envestnet, Inc., together with its subsidiaries, provides financial and wealth management technology and services to financial advisors, investors, and financial service providers in the United States and internationally. It operates through Envestnet and Envestnet Yodlee business segments. The company's product and services suites include Envestnet Advisor Suite, which enables advisors to manage their practice and advise clients; Envestnet PMC (Portfolio Management Consultants), which engages in research and consulting services to provides support for financial advisors to address clients' needs, as well as to create investment solutions and products; and Envestnet Tamarac that provides a portfolio of accounting, rebalancing, trading, performance reporting, and client relationship management software, primarily to high-end RIAs. Its product and services suites also include Envestnet Retirement Solutions (ERS), which offers a suite of services for retirement plan professionals; Envestnet Vantage, which provides enterprise data solutions for financial institutions, aggregates and manages investment data, and provides multi-custodial consolidated performance reporting and benchmarking; Envestnet Finance Logix, which provides financial planning and wealth management software solutions to banks, broker-dealers, and RIAs; and Envestnet Advisor Now, which provides private-labeled investor-facing technology that enables advisors and institutions to deliver a complete digital wealth management solutions to their clients. In addition, the company provides Envestnet Yodlee data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services for customers, including financial institutions, Internet services companies, and third-party developers of financial applications. 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
Arora AnilDirectorSep 07Option Exercise0.008,333093,027Sep 09 05:26 PM
O'Brien ShellyChief Legal OfficerSep 02Option Exercise7.501,0007,5006,740Sep 06 07:01 PM
Arora AnilDirectorSep 02Sale40.332,520101,63284,694Sep 06 06:59 PM
O'Brien ShellyChief Legal OfficerSep 02Sale40.011,00040,0105,740Sep 06 07:01 PM
O'Brien ShellyChief Legal OfficerSep 01Option Exercise7.504,50033,75010,240Sep 06 07:01 PM
O'Brien ShellyChief Legal OfficerSep 01Sale39.664,500178,4705,740Sep 06 07:01 PM
Roame CharlesDirectorAug 11Buy37.582388,944238Aug 11 07:39 PM
O'Brien ShellyChief Legal OfficerAug 04Option Exercise7.501,0007,5006,740Aug 05 07:10 PM
O'Brien ShellyChief Legal OfficerAug 04Sale40.001,00040,0005,740Aug 05 07:10 PM
Arora AnilDirectorAug 03Sale40.004,900196,00087,214Aug 04 08:38 PM
O'Brien ShellyChief Legal OfficerAug 01Option Exercise7.504,50033,7508,140Aug 02 07:46 PM
O'Brien ShellyChief Legal OfficerAug 01Sale38.004,500170,9975,740Aug 02 07:46 PM
Roame CharlesDirectorJul 30Option Exercise0.001640164Aug 02 07:49 PM
Arora AnilDirectorJul 26Sale37.501,75065,62592,114Jul 28 04:54 PM
O'Brien ShellyChief Legal OfficerJul 08Option Exercise7.501,0007,5006,740Jul 11 07:53 PM
O'Brien ShellyChief Legal OfficerJul 08Sale35.001,00035,0005,740Jul 11 07:53 PM
O'Brien ShellyChief Legal OfficerJul 01Option Exercise7.503,50026,2509,240Jul 05 09:06 PM
O'Brien ShellyChief Legal OfficerJul 01Sale33.643,500117,7405,740Jul 05 09:06 PM
D'Arrigo PeterChief Financial OfficerJun 17Option Exercise7.506,00045,00013,888Jun 20 06:05 PM
D'Arrigo PeterChief Financial OfficerJun 17Sale35.6812,294438,5931,594Jun 20 06:05 PM
Arora AnilDirectorJun 07Option Exercise0.008,333097,910Jun 08 07:01 PM
Arora AnilDirectorJun 06Sale37.503,150118,12589,577Jun 08 07:01 PM
O'Brien ShellyChief Legal OfficerJun 02Option Exercise7.501,0007,5006,740Jun 02 06:01 PM
Arora AnilDirectorJun 02Sale35.205,250184,81892,738Jun 03 07:12 PM
O'Brien ShellyChief Legal OfficerJun 02Sale35.001,00035,0005,740Jun 02 06:01 PM
O'Brien ShellyChief Legal OfficerJun 01Option Exercise7.503,50026,2509,240Jun 02 06:01 PM
O'Brien ShellyChief Legal OfficerJun 01Sale33.733,500118,0555,740Jun 02 06:01 PM
O'Brien ShellyChief Legal OfficerMay 31Option Exercise7.503,50026,2509,240Jun 02 06:01 PM
O'Brien ShellyChief Legal OfficerMay 31Sale33.663,500117,8105,740Jun 02 06:01 PM
Roame CharlesDirectorMay 10Buy31.743,14699,8543,146May 12 05:42 PM
Roame CharlesDirectorMay 10Buy31.652828,925282May 12 05:42 PM
Aguilar Luis ADirectorApr 26Option Exercise0.008010801Apr 28 07:58 PM
Arora AnilDirectorMar 07Option Exercise0.008,3330102,034Mar 18 09:20 PM
Egan CynthiaDirectorFeb 29Option Exercise0.001,95001,950Mar 02 05:29 PM
Crager WilliamPresidentFeb 28Option Exercise0.007,3800143,580Mar 01 09:57 PM
Majoros MatthewPrincipal Accounting OfficerFeb 28Option Exercise0.001,56204,219Mar 01 09:37 PM
O'Brien ShellyChief Legal OfficerFeb 28Option Exercise0.003,19906,724Mar 01 09:32 PM
D'Arrigo PeterChief Financial OfficerFeb 28Option Exercise0.005,07309,466Mar 01 09:31 PM
Mayer JoshuaChief Operating OfficerFeb 28Option Exercise0.003,70606,152Mar 01 09:31 PM
Bergman JudsonChief Executive OfficerFeb 28Option Exercise0.009,2780651,992Mar 01 09:30 PM
Thomas BrandonChief Investment OfficerFeb 28Option Exercise0.003,4390233,860Mar 02 06:04 AM
Arora AnilDirectorFeb 01Option Exercise0.00399036,710Feb 02 09:26 PM
Arora AnilDirectorJan 31Option Exercise0.00388036,475Feb 02 09:26 PM
Arora AnilDirectorJan 29Option Exercise0.00100,8090137,371Mar 18 09:20 PM
Arora AnilDirectorJan 24Option Exercise0.00520036,310Jan 26 08:16 PM
Arora AnilDirectorJan 16Option Exercise0.00313035,925Jan 20 07:07 PM
Arora AnilDirectorJan 08Option Exercise0.001,725036,352Jan 12 09:06 PM
Bergman JudsonChief Executive OfficerJan 08Option Exercise7.505,00037,500644,214Jan 12 09:07 PM
Arora AnilDirectorJan 01Option Exercise0.00400034,440Jan 05 08:35 PM
Arora AnilDirectorDec 31Option Exercise0.00389034,244Jan 05 08:35 PM
Thomas BrandonChief Investment OfficerDec 29Option Exercise9.0035,000315,000265,421Dec 29 09:52 PM
Thomas BrandonChief Investment OfficerDec 29Sale30.2535,0001,058,750230,421Dec 29 09:52 PM
Thomas BrandonChief Investment OfficerDec 28Option Exercise7.3615,000110,400239,421Dec 29 09:52 PM
Thomas BrandonChief Investment OfficerDec 28Sale30.5115,000457,650230,421Dec 29 09:52 PM
Thomas BrandonChief Investment OfficerDec 24Option Exercise7.5012,00090,000242,421Dec 29 09:52 PM
Thomas BrandonChief Investment OfficerDec 24Sale30.7712,000369,240230,421Dec 29 09:52 PM
Arora AnilDirectorDec 16Option Exercise0.00314033,771Dec 17 05:33 PM
Bergman JudsonChief Executive OfficerDec 15Option Exercise7.505,00037,500639,214Dec 16 06:23 PM
O'Brien ShellyChief Legal OfficerDec 09Option Exercise7.505,00037,5008,525Dec 11 05:56 PM
O'Brien ShellyChief Legal OfficerDec 09Sale30.595,000152,9503,525Dec 11 05:56 PM
Arora AnilDirectorDec 01Option Exercise0.00399033,660Dec 02 09:45 PM
Arora AnilDirectorNov 30Option Exercise0.00387043,470Dec 02 09:45 PM
Arora AnilDirectorNov 30Sale32.5010,000325,00033,267Dec 02 09:45 PM
Arora AnilDirectorNov 27Sale32.0010,000320,00042,835Nov 27 05:44 PM
Arora AnilDirectorNov 24Sale31.3240,0001,252,80052,835Nov 27 05:44 PM
Roame CharlesDirectorNov 12Buy33.352257,504225Nov 16 05:53 PM
Roame CharlesDirectorOct 29Option Exercise0.002830283Oct 30 07:15 PM
Bergman JudsonChief Executive OfficerSep 30Option Exercise7.5010,00075,000634,214Sep 30 07:10 PM
Thomas BrandonChief Investment OfficerSep 29Option Exercise5.0012,14260,710237,196Sep 30 07:09 PM
Thomas BrandonChief Investment OfficerSep 29Sale30.016,775203,323230,421Sep 30 07:09 PM