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ENV Envestnet, Inc. daily Stock Chart
Envestnet, Inc.
Index- P/E62.72 EPS (ttm)0.83 Insider Own4.00% Shs Outstand45.45M Perf Week1.49%
Market Cap2.35B Forward P/E24.79 EPS next Y2.09 Insider Trans-3.76% Shs Float43.67M Perf Month-1.11%
Income37.00M PEG4.18 EPS next Q0.59 Inst Own- Short Float6.12% Perf Quarter-7.80%
Sales785.10M P/S3.00 EPS this Y118.50% Inst Trans-0.35% Short Ratio8.67 Perf Half Y-11.56%
Book/sh11.28 P/B4.59 EPS next Y9.27% ROA2.20% Target Price62.91 Perf Year-4.01%
Cash/sh3.38 P/C15.32 EPS next 5Y15.00% ROE4.90% 52W Range46.57 - 64.80 Perf YTD5.18%
Dividend- P/FCF23.56 EPS past 5Y76.70% ROI4.20% 52W High-20.15% Beta1.86
Dividend %- Quick Ratio0.70 Sales past 5Y34.20% Gross Margin67.70% 52W Low11.10% ATR1.81
Employees3516 Current Ratio0.70 Sales Q/Q15.70% Oper. Margin2.00% RSI (14)53.93 Volatility3.14% 3.53%
OptionableYes Debt/Eq0.89 EPS Q/Q307.40% Profit Margin3.00% Rel Volume1.41 Prev Close50.28
ShortableYes LT Debt/Eq0.57 EarningsFeb 06 AMC Payout0.00% Avg Volume308.20K Price51.74
Recom1.70 SMA204.14% SMA500.25% SMA200-8.03% Volume435,518 Change2.90%
Jan-10-19Initiated Buckingham Research Buy $63
Jul-12-18Initiated JP Morgan Overweight $70
Nov-09-17Reiterated Stifel Buy $52 → $62
Jul-06-17Initiated DA Davidson Neutral $42
Nov-08-16Reiterated Stifel Buy $40 → $45
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
Jan-10-19 04:05PM  Envestnet Announces Organizational Changes to Drive Innovation and Continued Growth Business Wire
Dec-22-18 03:00AM  Envestnet Inc (ENV): Are Hedge Funds Right About This Stock? Insider Monkey
Dec-10-18 09:00AM  Envestnet's Latest Platform Upgrades Help Foster Meaningful Client Relationships, Better Outcomes PR Newswire
Dec-06-18 09:00AM  Envestnet | Yodlee Incubator Unveils New Class of Fintech Disruptors PR Newswire
Dec-05-18 09:30AM  CATM vs. ENV: Which Stock Is the Better Value Option? Zacks
Nov-28-18 09:05AM  Alliance Data Eyes Strategic Options for Epsilon, Conversant Zacks
08:54AM  Envestnet (ENV) Soars: Stock Adds 6.1% in Session Zacks
Nov-27-18 03:08PM  BlackRock Buys a Piece of Envestnet +6.08%
09:30AM  Western Union Introduces Online Money Transfer in Malaysia Zacks
08:30AM  Envestnet and BlackRock Enter Strategic Relationship to Enhance the Financial Advisor Experience Business Wire
08:00AM  Ameritas Investment Corp. Launches Practice Management Platform PR Newswire
Nov-22-18 09:13AM  MasterCard to Render Services in Canada Via Cirque du Soleil Zacks
07:57AM  Global Payments' (GPN) Acquisitions Place it Well for Growth Zacks
Nov-21-18 08:10AM  Visa to Gain From Strong Spending and Balance Sheet Position Zacks
Nov-20-18 01:52PM  Edited Transcript of ENV earnings conference call or presentation 7-Nov-18 10:00pm GMT Thomson Reuters StreetEvents
09:47AM  Mastercard Partners Wirecard in Drive Toward Going Cashless Zacks
Nov-09-18 08:00AM  Market Trends Toward New Normal in Paramount Group, Envestnet, Assurant, HubSpot, Epizyme, and Cytosorbents Emerging Consolidated Expectations, Analyst Ratings GlobeNewswire -5.69%
Nov-07-18 06:55PM  Envestnet (ENV) Tops Q3 Earnings Estimates Zacks
05:51PM  Envestnet: 3Q Earnings Snapshot Associated Press
04:05PM  Envestnet Reports Third Quarter 2018 Financial Results Business Wire
Nov-06-18 11:10AM  Can Envestnet Inc (NYSE:ENV) Improve Its Returns? Simply Wall St.
Nov-02-18 09:30AM  CATM vs. ENV: Which Stock Should Value Investors Buy Now? Zacks
Nov-01-18 09:00AM  Envestnet | Yodlee Appoints Sebastien Taveau as Vice President of Developer Experience PR Newswire
Oct-30-18 04:05PM  Envestnet to Announce Third Quarter 2018 Results on November 7, 2018 Business Wire
08:30AM  Envestnet | Tamarac Announces Integration with Wealth Access Providing RIAs with More Choice in Integrated Client Engagement Tools PR Newswire
Oct-25-18 04:14PM  Envestnet Appoints Valerie Mosley to the Board of Directors Business Wire
08:30AM  Envestnet | Tamarac Clients Surpass $1.2 Trillion in Collective Assets Under Management PR Newswire
Oct-23-18 09:00AM  SS&C Expands Managed Account Offering with Envestnet Retirement Solutions PR Newswire
09:00AM  New Envestnet | Yodlee Risk Insight for Pre-Qualification Launches at Money20/20, Delivers Greater Advantages for Lenders and Lead Generators PR Newswire
Oct-22-18 09:00AM  Envestnet | Yodlee Announces New Developer Experience at Money20/20, Offering an Industry-Leading Combination of Enhanced Performance, Best-in-Class Tools, and the World's Most Comprehensive Financial Data Coverage PR Newswire
Oct-18-18 11:53AM  Financial Technology Industry Outlook: Momentum Continues Zacks
Oct-16-18 07:40AM  Report: Exploring Fundamental Drivers Behind Monroe Capital, Anavex Life Sciences, Haynes International, Atara Biotherapeutics, Lands' End, and Envestnet New Horizons, Emerging Trends, and Upcoming Developments GlobeNewswire
Oct-15-18 10:00AM  Envestnet | Yodlee Partners with Freddie Mac to Deliver Industry-Leading Automated Income and Asset Assessment Solution PR Newswire
Oct-11-18 08:30AM  Envestnet | Tamarac Announces Integration with Private Client Resources (PCR) PR Newswire
Oct-01-18 10:21AM  Should You Think About Buying Envestnet Inc (NYSE:ENV) Now? Simply Wall St.
Sep-25-18 09:00AM  Envestnet Intelligence, Unveiled at Finovate, Delivers AI-Powered, Real-Time Answers to Key Questions for Financial Institutions PR Newswire
Sep-20-18 08:30AM  Envestnet | Tamarac Announces a Fully Digital Client Account-Opening Process With TD Ameritrade and Schwab Advisor Services PR Newswire
Sep-13-18 08:28AM  HD Vest Empowers Advisors with Envestnet's Tech Solutions PR Newswire
Sep-06-18 09:00AM  Rembert Pendleton Jackson Chooses Envestnet | Tamarac Technology to Create Efficiencies and Prepare for Future Growth PR Newswire
Aug-28-18 08:30AM  Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting PR Newswire
Aug-23-18 11:36AM  Private Capital Group Selects ERS's Practice Advantage for Retirement-Focused Advisors PR Newswire
Aug-22-18 04:05PM  Envestnet to Attend September Conferences Business Wire
Aug-21-18 01:50PM  Edited Transcript of ENV earnings conference call or presentation 7-Aug-18 9:00pm GMT Thomson Reuters StreetEvents
09:00AM  Envestnet Enhances User Experience With Latest Platform Updates PR Newswire
Aug-16-18 08:20AM  Factors of Influence in 2018, Key Indicators and Opportunity within inTest, Hooker Furniture, American Public Education, Gevo, Envestnet, and Aerie Pharmaceuticals New Research Emphasizes Economic Growth GlobeNewswire
Aug-15-18 12:09PM  AssetMark Deal Points to More Consolidation
Aug-13-18 09:20AM  Allianz Life Announces Partnership with Envestnet Business Wire
Aug-08-18 09:30AM  CATM vs. ENV: Which Stock Should Value Investors Buy Now? Zacks
Aug-07-18 07:40PM  Envestnet (ENV) Q2 Earnings and Revenues Beat Estimates Zacks
06:39PM  Envestnet: 2Q Earnings Snapshot Associated Press
04:05PM  Envestnet Reports Second Quarter 2018 Financial Results Business Wire
Jul-25-18 08:30AM  Envestnet to Attend the UBS Financial Services Conference Business Wire
Jul-24-18 08:30AM  Envestnet to Announce Second Quarter 2018 Results on August 7, 2018 Business Wire
Jun-23-18 10:28AM  What Investors Should Know About Envestnet Incs (NYSE:ENV) Financial Strength Simply Wall St.
Jun-21-18 04:53PM  Actua Announces Liquidating Distribution Following Receipt of Proceeds from FolioDynamix Sale GlobeNewswire
09:00AM  Envestnet Essential Advisor Certification Program Participants Grow Their Businesses 48% Faster Than Their Peers PR Newswire
Jun-20-18 09:00AM  Envestnet Announces New Partnership with Hancock Whitney Bank PR Newswire
Jun-07-18 09:00AM  Envestnet | Tamarac Introduces Enhanced Business Intelligence Reports PR Newswire
Jun-06-18 06:00AM  Envestnet | Yodlee Unveils AI FinCheck - A New Artificial Intelligence-Driven Financial Wellness Assistant for Financial Service Providers PR Newswire
Jun-05-18 09:00AM  Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360® PR Newswire
07:00AM  Envestnet managed accounts platform now available to Fidelity Clearing Canada clients CNW Group
Jun-04-18 08:57AM  PAY or ENV: Which Is the Better Value Stock Right Now? Zacks
May-29-18 09:00AM  Envestnet | Yodlee Appoints New Vice President of Sales for Europe, Middle-East and Africa Region PR Newswire
08:25AM  Consolidated Research: 2018 Summary Expectations for WSFS Financial, Universal Electronics, Quanex Building Products, Envestnet, Andeavor Logistics LP, and EnPro Industries Fundamental Analysis, Key Performance Indications GlobeNewswire
May-25-18 04:05PM  Envestnet, Inc. Announces Closing of Convertible Notes Offering Business Wire
May-23-18 04:05PM  Envestnet to Attend June Conferences Business Wire
May-22-18 10:32PM  Envestnet, Inc. Announces Pricing of Convertible Notes Offering Business Wire
May-21-18 04:05PM  Envestnet, Inc. to Offer $300 Million of Convertible Notes Business Wire
May-18-18 08:38AM  Envestnet & Investment Advisor Honor Asset Manager & Strategist Award Winners PR Newswire
04:03AM  Edited Transcript of ENV earnings conference call or presentation 9-May-18 9:00pm GMT Thomson Reuters StreetEvents
May-17-18 04:00PM  Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards PR Newswire
03:53PM  Envestnet Embraces Alexa, Insurance Products
09:00AM  Envestnet's Technology Roadmap Focuses on Client Engagement and Enhanced Data Aggregation PR Newswire
May-16-18 04:00PM  New Envestnet Insurance Exchange Integrates Insurance Solutions into Wealth Management Practice PR Newswire
09:00AM  Envestnet Announces New Enterprise Data Management Solution at Annual Advisor Summit PR Newswire
May-15-18 04:30PM  Envestnet | Tamarac Takes Client Engagement to the Next Level PR Newswire
04:03PM  Can Anyone Challenge Envestnet?
09:00AM  Envestnet | Tamarac to Announce Financial Planning Capabilities at Advisor Summit PR Newswire
May-14-18 09:00AM  Envestnet | Yodlee, Quovo and Morningstar ByAllAccounts Announce New Framework for Ensuring Secure Open Data Access PR Newswire
May-11-18 12:35PM  These Are The Benzinga Global Fintech Awards Finalists For Best Financial Advisor Or Wealth Management Platform Benzinga
May-10-18 11:02AM  Forget the Choppy Market -- This Fintech Pioneer Is Thriving Motley Fool
May-09-18 05:26PM  Envestnet: 1Q Earnings Snapshot Associated Press
04:05PM  Envestnet Reports First Quarter 2018 Financial Results Business Wire
May-08-18 09:00AM  Envestnet Announces New Partnership with D.A. Davidson & Company PR Newswire
May-01-18 04:44PM  Finalists Chosen for Envestnet & Investment Advisor Annual Asset Manager Awards PR Newswire
09:00AM  Envestnet Announces 2018 Advisor Summit Highlights and Program Features PR Newswire
Apr-30-18 01:39PM  Envestnet Aims To Deliver Better Intelligence So Wealth Managers Can Deliver Better Results Benzinga
Apr-26-18 08:38AM  Envestnet | PMC Launches Three New Impact QPs PR Newswire
Apr-25-18 04:05PM  Envestnet to Announce First Quarter 2018 Results on May 9, 2018 Business Wire
Apr-10-18 11:19AM  Edited Transcript of ENV presentation 7-Mar-17 9:35pm GMT Thomson Reuters StreetEvents
08:30AM  LJPR Financial Advisors Selects Envestnet | Tamarac Technology to Enhance Client Service and Create Efficiencies PR Newswire
Apr-05-18 08:30AM  Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application PR Newswire
Apr-04-18 07:35AM  Recent Analysis Shows Myomo, Shiloh Industries, Regal Beloit, Teledyne Technologies, Envestnet, and Independent Bank Market Influences Renewed Outlook, Key Drivers of Growth GlobeNewswire
Apr-03-18 12:37PM  How Envestnet Became The Dominant Provider In An $18 Trillion Market Benzinga
Mar-28-18 09:00AM  Tamarac Introduces Quick Start Offering PR Newswire
Mar-22-18 05:16PM  Edited Transcript of ENV earnings conference call or presentation 22-Feb-18 10:00pm GMT Thomson Reuters StreetEvents
Mar-20-18 09:00AM  Envestnet Wins Three 2018 Family Wealth Report Awards PR Newswire
Mar-07-18 09:00AM  Tamarac Clients Exceed $1 Trillion in Collective Assets Managed PR Newswire
Mar-06-18 09:00AM  Advisor Group Launches ERS-Powered Retirement Plan Central, a Comprehensive Practice Management Platform for Retirement Advisors PR Newswire
Feb-27-18 09:00AM  Envestnet Wins 2018 Private Asset Management Award: Best Investment Platform - Innovation PR Newswire
Envestnet, Inc., together with its subsidiaries, provides intelligent systems for wealth management and financial wellness in the United States and internationally. It operates through Envestnet and Envestnet Yodlee business segments. The company's product and services suites include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, as well as sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; Envestnet Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet Portfolio Management Consultants that provide research, due diligence, and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. It also provides Envestnet Yodlee data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, Internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Mayer JoshuaChief Operating OfficerNov 30Sale55.0018610,23035,470Dec 04 05:04 PM
Mayer JoshuaChief Operating OfficerNov 08Sale55.002,606143,33035,771Nov 13 04:08 PM
Arora AnilEnvestnet | Yodlee *Oct 05Sale62.404,551283,98275,388Oct 10 04:05 PM
CROWELL GAYLE ADirectorOct 04Sale60.941338,1050Oct 05 04:38 PM
Mayer JoshuaChief Operating OfficerOct 01Sale61.1118611,36639,971Oct 03 04:05 PM
Crager WilliamPresidentSep 27Option Exercise7.154,20930,094208,670Sep 28 04:20 PM
Crager WilliamPresidentSep 27Sale60.824,209255,991204,461Sep 28 04:20 PM
Crager WilliamPresidentSep 26Option Exercise7.157,79155,706212,252Sep 28 04:20 PM
Crager WilliamPresidentSep 26Sale61.087,791475,874204,461Sep 28 04:20 PM
Arora AnilEnvestnet | Yodlee *Sep 04Sale62.4156735,38684,898Sep 06 04:20 PM
Roame CharlesDirectorAug 29Sale62.867,481470,25610,548Aug 31 04:06 PM
Arora AnilEnvestnet | Yodlee *Aug 27Sale62.4036222,58985,465Aug 29 04:05 PM
Bergman JudsonChief Executive OfficerAug 22Sale59.0425,0001,476,0000Aug 22 04:05 PM
Mayer JoshuaChief Operating OfficerAug 20Sale59.445,398320,85740,510Aug 22 04:05 PM
Arora AnilEnvestnet | Yodlee *Aug 08Sale62.4020512,79285,827Aug 10 04:06 PM
O'Brien ShellyChief Legal OfficerAug 01Option Exercise15.341,88228,87041,248Aug 03 04:07 PM
O'Brien ShellyChief Legal OfficerAug 01Sale58.601,882110,28539,366Aug 03 04:07 PM
Arora AnilEnvestnet | Yodlee *Jul 26Sale62.4053133,13486,032Jul 30 04:07 PM
Arora AnilEnvestnet | Yodlee *Jul 23Sale59.809,900592,02086,563Jul 25 04:05 PM
Arora AnilEnvestnet | Yodlee *Jul 10Sale59.801005,98096,463Jul 12 04:02 PM
CROWELL GAYLE ADirectorJul 09Sale59.051337,8540Jul 11 04:05 PM
O'Brien ShellyChief Legal OfficerJul 02Option Exercise15.344,00061,36043,366Jul 05 04:34 PM
O'Brien ShellyChief Legal OfficerJul 02Sale54.814,000219,24039,366Jul 05 04:34 PM
O'Brien ShellyChief Legal OfficerJun 04Option Exercise13.922,50034,79040,819Jun 05 04:06 PM
O'Brien ShellyChief Legal OfficerJun 04Sale55.002,500137,50039,551Jun 05 04:06 PM
O'Brien ShellyChief Legal OfficerJun 01Option Exercise12.451,50018,67541,051Jun 05 04:06 PM
O'Brien ShellyChief Legal OfficerJun 01Sale52.951,50079,42539,551Jun 05 04:06 PM
CROWELL GAYLE ADirectorMay 29Sale54.352,934159,4630May 31 04:30 PM
O'Brien ShellyChief Legal OfficerMay 21Option Exercise12.534,00050,13342,945May 23 04:03 PM
O'Brien ShellyChief Legal OfficerMay 21Sale55.804,000223,20039,612May 23 04:03 PM
Bergman JudsonChief Executive OfficerMay 11Option Exercise0.0041,6670775,738May 15 04:05 PM
Crager WilliamPresidentMay 11Option Exercise0.0016,6670212,255May 15 04:05 PM
D'Arrigo PeterChief Financial OfficerMay 11Option Exercise0.0010,000049,229May 15 04:04 PM
O'Brien ShellyChief Legal OfficerApr 02Option Exercise9.003663,29440,589Apr 04 04:06 PM
Arora AnilEnvestnet | Yodlee *Apr 02Sale57.404,443255,028101,522Apr 04 04:06 PM
CROWELL GAYLE ADirectorApr 02Sale57.1074542,540801Apr 04 04:05 PM
O'Brien ShellyChief Legal OfficerApr 02Sale57.1036620,89940,223Apr 04 04:06 PM
Grinis Scott DChief Technology OfficerMar 22Sale59.7540,0002,390,000205,340Mar 26 04:05 PM
Mayer JoshuaChief Operating OfficerMar 16Sale57.886,743390,28549,089Mar 20 04:06 PM
Arora AnilEnvestnet | Yodlee *Mar 05Sale57.4055731,972111,938Mar 07 04:05 PM
O'Brien ShellyChief Legal OfficerMar 01Option Exercise9.003,00027,00043,712Mar 05 04:06 PM
O'Brien ShellyChief Legal OfficerMar 01Sale54.913,000164,73040,712Mar 05 04:06 PM
Arora AnilEnvestnet | Yodlee*Mar 01Sale54.802,136117,053112,495Mar 05 04:06 PM
CROWELL GAYLE ADirectorMar 01Sale54.8574640,9181,546Mar 05 04:06 PM
Roame CharlesDirectorFeb 27Buy57.5527115,59515,488Mar 01 04:03 PM
Arora AnilEnvestnet | Yodlee*Feb 15Sale54.8075541,37495,631Feb 20 04:05 PM
O'Brien ShellyChief Legal OfficerFeb 01Option Exercise9.003,00027,00039,186Feb 05 04:02 PM
CROWELL GAYLE ADirectorFeb 01Sale53.2074639,6872,292Feb 05 04:02 PM
O'Brien ShellyChief Legal OfficerFeb 01Sale53.063,000159,18036,186Feb 05 04:02 PM
Arora AnilEnvestnet | Yodlee *Jan 30Sale54.807,109389,57396,386Feb 01 04:03 PM