Welcome Guest!  Login | Register | Help
Home News Screener Maps Groups Portfolio Insider Futures Forex Collaborate Store Elite
Settings
ENV [NYSE]
Envestnet, Inc.
Index- P/E174.75 EPS (ttm)0.24 Insider Own2.20% Shs Outstand34.16M Perf Week6.23%
Market Cap1.43B Forward P/E39.23 EPS next Y1.07 Insider Trans-3.59% Shs Float32.75M Perf Month-6.80%
Income8.70M PEG6.99 EPS next Q0.19 Inst Own92.70% Short Float5.51% Perf Quarter-6.68%
Sales307.60M P/S4.66 EPS this Y900.00% Inst Trans-0.12% Short Ratio10.40 Perf Half Y20.69%
Book/sh4.72 P/B8.89 EPS next Y43.30% ROA3.90% Target Price49.00 Perf Year11.60%
Cash/sh1.89 P/C22.21 EPS next 5Y25.00% ROE5.80% 52W Range33.12 - 50.38 Perf YTD4.07%
Dividend- P/FCF52.48 EPS past 5Y-12.00% ROI2.30% 52W High-17.65% Beta1.07
Dividend %- Quick Ratio1.90 Sales past 5Y21.40% Gross Margin56.10% 52W Low25.27% ATR1.54
Employees948 Current Ratio1.90 Sales Q/Q64.30% Oper. Margin5.00% RSI (14)48.37 Volatility3.05% 3.90%
OptionableYes Debt/Eq0.00 EPS Q/Q233.30% Profit Margin2.90% Rel Volume1.24 Prev Close41.94
ShortableYes LT Debt/Eq0.00 EarningsNov 04 AMC Payout0.00% Avg Volume173.41K Price41.49
Recom2.10 SMA200.45% SMA50-5.81% SMA200-3.23% Volume82,237 Change-1.07%
26-Sep-14Reiterated UBS Neutral $44 → $45
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-Oct-14 08:00AM  Envestnet to Announce Third Quarter 2014 Results on November 6, 2014 Business Wire
22-Oct-14 08:43AM  10 Tips for Successfully Implementing New Technology Solutions for RIAs PR Newswire
01-Oct-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
16-Sep-14 08:45AM  Envestnet | Retirement Solutions Fiduciary Outsourcing Services Adopted by CDM Retirement Consultants PR Newswire
10-Sep-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
05-Sep-14 06:51PM  CRM Will Keep You Connected With Financial Clients at Investor's Business Daily
03-Sep-14 04:01PM  Envestnet to Attend the UBS FinTech Conference Business Wire
19-Aug-14 01:04PM  ENVESTNET, INC. Financials EDGAR Online Financials
18-Aug-14 08:30AM  Broadridge's Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers PR Newswire
15-Aug-14 04:38PM  ENVESTNET, INC. Files SEC form 8-K, Other Events EDGAR Online
14-Aug-14 01:58PM  Can Envestnet Build Wealth For Investors? at Investor's Business Daily
13-Aug-14 08:45AM  Advisor View by Envestnet | Tamarac Is One of the Fastest Growing Portfolio Management and Client Engagement Applications for RIAs PR Newswire
11-Aug-14 04:04PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online
06-Aug-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
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
27-May-14 08:33AM  Envestnet should be bought on sustained market weakness, says Stifel at theflyonthewall.com
23-May-14 07:18AM  Can Envestnet (ENV) Stock Continue to Grow Earnings? Zacks
21-May-14 09:05AM  Envestnet to Attend Spring Conferences Business Wire
19-May-14 05:20PM  ENVESTNET, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders EDGAR Online
16-May-14 08:45AM  Envestnet and Investment Advisor Reveal 2014 SMA Managers of the Year PR Newswire
15-May-14 09:13AM  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
12-May-14 05:14PM  Envestnet to Attend The 8th Annual Barrington Research Spring Conference Business Wire +5.87%
09-May-14 05:11PM  ENVESTNET, INC. Files SEC form 10-Q, Quarterly Report EDGAR Online
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
07:07AM  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
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
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
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
20-Feb-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
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
07-Jan-14 06:54PM  Align, Facebook Among Leaders Rising Past Buy Points at Investor's Business Daily
01:58AM  Envestnet (ENV) in Focus: Stock Moves 5.4% Higher Zacks
06-Jan-14 06:05PM  NYSE stocks posting largest percentage increases AP +5.35%
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 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