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ENV [NYSE]
Envestnet, Inc.
Index- P/E350.20 EPS (ttm)0.10 Insider Own3.50% Shs Outstand34.02M Perf Week-6.01%
Market Cap1.19B Forward P/E33.16 EPS next Y1.06 Insider Trans-52.10% Shs Float32.54M Perf Month-19.10%
Income3.70M PEG13.64 EPS next Q0.15 Inst Own96.40% Short Float2.46% Perf Quarter-20.95%
Sales242.50M P/S4.91 EPS this Y900.00% Inst Trans0.02% Short Ratio2.54 Perf Half Y-1.02%
Book/sh4.34 P/B8.07 EPS next Y48.11% ROA1.90% Target Price43.69 Perf Year91.89%
Cash/sh1.47 P/C23.88 EPS next 5Y25.67% ROE2.60% 52W Range17.35 - 48.54 Perf YTD-13.10%
Dividend- P/FCF52.25 EPS past 5Y-12.00% ROI2.30% 52W High-27.75% Beta0.98
Dividend %- Quick Ratio1.50 Sales past 5Y21.40% Gross Margin59.20% 52W Low102.13% ATR1.59
Employees948 Current Ratio1.50 Sales Q/Q67.60% Oper. Margin4.20% RSI (14)31.17 Volatility5.49% 4.27%
OptionableYes Debt/Eq0.00 EPS Q/Q- Profit Margin1.50% Rel Volume0.46 Prev Close35.02
ShortableYes LT Debt/Eq0.00 EarningsMay 12 Payout0.00% Avg Volume314.89K Price35.07
Recom2.20 SMA20-11.16% SMA50-14.83% SMA200-1.71% Volume54,062 Change0.14%
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
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
03-Dec-13 08:45AM  Envestnet | Tamarac's Advisor Xi® Platform Added To Pershing's NetX360® Technology Channel PR Newswire
25-Nov-13 04:19PM  Stocks End Higher, But Oil Drillers Hit On Iran Deal at Investor's Business Daily
14-Nov-13 01:04PM  ENVESTNET, INC. Financials EDGAR Online Financials
12-Nov-13 08:45AM  Envestnet | Tamarac Expands Breadth Of Real-Time Custodial Data From Schwab Advisor Center To Its Integrated RIA Platform PR Newswire
11-Nov-13 07:45AM  Envestnet Announces The Engagement Of Zachary Karabell As Head Of Global Strategy PR Newswire
07-Nov-13 04:25PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online -7.41%
06-Nov-13 11:27PM  Envestnet's CEO Discusses Q3 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 Q3 2013 Results (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
04:14PM  InPlay: Envestnet reports EPS in-line, revs in-line Briefing.com
04:01PM  Envestnet Reports Third Quarter 2013 Financial Results Business Wire
07:07AM  Q3 2013 Envestnet, Inc. Earnings Release - After Market Close CCBN
04-Nov-13 08:45AM  Cetera ramps up wealth management platform with advanced technology from Envestnet PR Newswire
01-Nov-13 05:19PM  ENVESTNET, INC. Files SEC form 8-K/A, Change in Directors or Principal Officers EDGAR Online
30-Oct-13 04:01PM  Envestnet to Attend November Conferences Business Wire
28-Oct-13 08:45AM  Envestnet | PMC's Tim Clift To Chair Fifth Annual FundForum USA Conference PR Newswire
23-Oct-13 04:01PM  Envestnet to Announce Third Quarter 2013 Results on November 6, 2013 GlobeNewswire
11-Oct-13 05:25PM  Three Spotlight Stocks Rising From 10-Week Moving Average at Investor's Business Daily +14.94%
01:47AM  InPlay: Envestnet prices 5,045,215 shares of common stock at $29.25 by selling shareholders Briefing.com
10-Oct-13 10:06PM  Envestnet, Inc. Announces Pricing of Upsized Secondary Public Offering Business Wire
09-Oct-13 01:03AM  InPlay: Envestnet commences public offering of 4.8 mln shares of common stock by co and up to 720K shares by selling shareholders Briefing.com
08-Oct-13 08:36PM  Envestnet, Inc. Announces Launch of Secondary Public Offering Business Wire -5.36%
06:05AM  ENVESTNET, INC. Files SEC form 8-K, Financial Statements and Exhibits EDGAR Online
30-Sep-13 12:15PM  Nike Attains New 52-Week High Zacks
25-Sep-13 08:30AM  Envestnet | Tamarac Makes Composite Reporting More Accessible For Advisors PR Newswire
20-Sep-13 05:28PM  Wealth Management Trends Drive Fast Growth At Envestnet at Investor's Business Daily
19-Sep-13 08:30AM  Envestnet | Tamarac Adds Powerful Business Intelligence Reporting Tools To Advisor Xi® Practice Management Platform PR Newswire
10-Sep-13 06:02PM  NYSE stocks posting largest percentage increases AP +5.88%
01:17PM  NYSE stocks posting largest percentage increases AP
05-Sep-13 05:03PM  ENVESTNET, INC. Files SEC form 8-K/A, Financial Statements and Exhibits EDGAR Online
27-Aug-13 05:27PM  Envestnet, Inc. Announces Filing of Registration Statement for Public Offering of Common Stock Business Wire
26-Aug-13 09:13AM  5 Stocks Triggering Breakouts on Big Volume at TheStreet
22-Aug-13 06:01PM  Conn's, Sanmina Settle Back To The 10-Week Line at Investor's Business Daily
21-Aug-13 08:55AM  Envestnet Completes Integration Of HiddenLevers Application Into Envestnet's Next Generation Platform PR Newswire
16-Aug-13 05:53PM  Envestnet, Other Turnaround Plays Try To Buck Turmoil at Investor's Business Daily
15-Aug-13 01:04PM  ENVESTNET, INC. Financials EDGAR Online Financials
12:35PM  [video] Beat Bond Bust with Bank Loans at TheStreet
13-Aug-13 08:30AM  Envestnet | Tamarac Named To 2013 Microsoft Dynamics President's Club PR Newswire
12-Aug-13 06:09PM  NYSE stocks posting largest volume increases AP
05:56PM  Ocwen Financial At High, Envestnet Works On New Base at Investor's Business Daily
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
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