Envestnet Company Profile (NYSE:ENV)

About Envestnet

Envestnet logoEnvestnet, Inc. is a provider of financial and wealth management technology and services to financial advisors, investors and financial service providers. The Company's segments are Envestnet and Envestnet/Yodlee. Its Envestnet segment provides unified wealth management software and services empowering financial advisors and institutions. Its Envestnet/Yodlee segment is a data aggregation and data analytics platform. Its services and related technology are provided through Envestnet's wealth management software, Envestnet/PMC, Envestnet/Tamarac, Vantage Reporting Solution, Envestnet/WMS, Envestnet/Placemark, Envestnet/Retirement Solutions, Envestnet/Yodlee and Envestnet/Finance Logix. It operates approximately five Registered Investment Advisors (RIAs) and a registered broker-dealer. Its centrally-hosted technology platform services include risk assessment and selection of investment strategies and solutions, asset allocation models, and research and due diligence.

Industry, Sector and Symbol:
  • Sector: Business Services
  • Industry: Business Services
  • Sub-Industry: Internet Software & Services
  • Exchange: NYSE
  • Symbol: ENV
  • CUSIP: 29404K10
Key Metrics:
  • Previous Close: $37.86
  • 50 Day Moving Average: $38.77
  • 200 Day Moving Average: $34.08
  • 52-Week Range: $19.30 - $41.47
  • Trailing P/E Ratio: N/A
  • Foreward P/E Ratio: 26.29
  • P/E Growth: 1.90
  • Market Cap: $1.62B
  • Outstanding Shares: 42,811,000
  • Beta: 1.65
Profitability:
  • Net Margins: -3.95%
  • Return on Equity: 4.20%
  • Return on Assets: 2.11%
Debt:
  • Debt-to-Equity Ratio: 0.66%
  • Current Ratio: 1.04%
  • Quick Ratio: 1.04%
Additional Links:
Companies Related to Envestnet:

Analyst Ratings

Consensus Ratings for Envestnet (NYSE:ENV) (?)
Ratings Breakdown: 3 Hold Ratings, 6 Buy Ratings
Consensus Rating:Buy (Score: 2.67)
Consensus Price Target: $35.50 (6.23% downside)

Analysts' Ratings History for Envestnet (NYSE:ENV)
Show:
DateFirmActionRatingPrice TargetDetails
8/16/2016Jefferies GroupSet Price TargetBuy$48.00View Rating Details
8/10/2016RBC Capital MarketsReiterated RatingSector Perform$37.00 -> $40.00View Rating Details
8/9/2016Avondale PartnersDowngradeOutperform -> Market PerformView Rating Details
8/9/2016Royal Bank Of CanadaBoost Price TargetSector Perform$37.00 -> $40.00View Rating Details
6/23/2016JMP SecuritiesReiterated RatingBuy$36.00 -> $9.50View Rating Details
4/8/2016Stifel NicolausReiterated RatingBuy$56.00 -> $40.00View Rating Details
2/29/2016JPMorgan Chase & Co.Lower Price TargetMarket Outperform$60.00 -> $36.00View Rating Details
2/26/2016Northland SecuritiesLower Price TargetOutperform$45.00 -> $35.00View Rating Details
11/10/2015William BlairReiterated RatingBuyView Rating Details
5/12/2015BMO Capital MarketsReiterated RatingMarket Perform$61.00 -> $50.00View Rating Details
5/11/2015Barrington ResearchDowngradeOutperform -> Market PerformView Rating Details
11/7/2014Raymond James Financial Inc.UpgradeOutperform -> Strong-Buy$55.00 -> $59.00View Rating Details
(Data available from 9/27/2014 forward)

Earnings

Earnings History for Envestnet (NYSE:ENV)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
11/7/2016        
8/8/2016Q216$0.20$0.21$139.12 million$141.70 millionViewN/AView Earnings Details
5/5/2016Q116$0.16$0.18$132.00 million$132.00 millionViewListenView Earnings Details
2/25/2016Q415$0.23$0.28$115.94 million$118.60 millionViewListenView Earnings Details
11/9/2015Q315$0.25$0.25$103.18 million$103.40 millionViewListenView Earnings Details
8/10/2015Q215$0.23$0.24$102.07 million$102.70 millionViewListenView Earnings Details
5/7/2015Q115$0.22$0.22$97.24 million$96.50 millionViewListenView Earnings Details
2/26/2015Q414$0.22$0.23$96.68 million$96.80 millionViewListenView Earnings Details
11/6/2014Q314$0.19$0.21$86.70 million$88.60 millionViewListenView Earnings Details
8/6/2014Q214$0.17$0.18$81.76 million$84.80 millionViewListenView Earnings Details
5/8/2014Q114$0.15$0.17$77.64 million$78.50 millionViewListenView Earnings Details
2/20/2014Q413$0.15$0.15$74.14 million$74.40 millionViewListenView Earnings Details
11/6/2013Q313$0.14$0.14$69.27 million$69.90 millionViewListenView Earnings Details
8/8/2013Q2 2013$0.13$0.13$51.21 million$51.63 millionViewListenView Earnings Details
2/14/2013Q4 2012$0.10$0.10$43.90 million$44.60 millionViewListenView Earnings Details
11/8/2012Q312$0.08$0.02$40.96 million$42.30 millionViewN/AView Earnings Details
8/8/2012$0.05$0.07ViewN/AView Earnings Details
5/9/2012$0.06$0.07ViewN/AView Earnings Details
2/23/2012$0.08$0.11ViewN/AView Earnings Details
11/8/2011$0.10$0.11ViewN/AView Earnings Details
8/9/2011$0.10$0.07ViewN/AView Earnings Details
2/10/2011$0.07$0.07ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for Envestnet (NYSE:ENV)
Current Year EPS Consensus Estimate: $0.99 EPS
Next Year EPS Consensus Estimate: $1.44 EPS
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20161$0.10$0.10$0.10
Q2 20162$0.12$0.23$0.18
Q3 20162$0.13$0.17$0.15
Q4 20162$0.20$0.25$0.23
(Data provided by Zacks Investment Research)

Dividends

Dividend History for Envestnet (NYSE:ENV)
No dividend announcements for this company have been tracked by MarketBeat.com

Insider Trades

Insider Trading History for Envestnet (NYSE:ENV)
Insider Ownership Percentage: 7.80%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
9/2/2016Anil AroraDirectorSell2,520$40.33$101,631.60View SEC Filing  
9/2/2016Shelly O'brienInsiderSell5,500$39.72$218,460.00View SEC Filing  
8/11/2016Charles RoameDirectorBuy238$37.58$8,944.04View SEC Filing  
8/4/2016Shelly O'brienInsiderSell1,000$40.00$40,000.00View SEC Filing  
8/3/2016Anil AroraDirectorSell4,900$40.00$196,000.00View SEC Filing  
8/1/2016Shelly O'brienInsiderSell4,500$38.00$171,000.00View SEC Filing  
7/26/2016Anil AroraDirectorSell1,750$37.50$65,625.00View SEC Filing  
7/8/2016Shelly O'brienInsiderSell1,000$35.00$35,000.00View SEC Filing  
7/1/2016Shelly O'brienInsiderSell3,500$33.64$117,740.00View SEC Filing  
6/17/2016Peter D'arrigoCFOSell12,294$35.68$438,649.92View SEC Filing  
6/6/2016Anil AroraDirectorSell3,150$37.50$118,125.00View SEC Filing  
6/2/2016Anil AroraDirectorSell5,250$35.20$184,800.00View SEC Filing  
6/2/2016Shelly O'brienInsiderSell8,000$33.86$270,880.00View SEC Filing  
5/10/2016Charles RoameDirectorBuy3,428$31.73$108,770.44View SEC Filing  
3/2/2016Charles RoameDirectorBuy400$20.60$8,240.00View SEC Filing  
12/29/2015Brandon ThomasCIOSell62,000$30.41$1,885,420.00View SEC Filing  
11/30/2015Anil AroraDirectorSell10,000$32.50$325,000.00View SEC Filing  
11/27/2015Anil AroraDirectorSell50,000$31.46$1,573,000.00View SEC Filing  
9/29/2015Brandon ThomasCIOSell6,775$30.01$203,317.75View SEC Filing  
9/25/2015William CragerPresidentSell32,704$32.06$1,048,490.24View SEC Filing  
9/14/2015William CragerPresidentSell1,333$30.02$40,016.66View SEC Filing  
8/14/2015William CragerPresidentSell1,633$35.00$57,155.00View SEC Filing  
8/13/2015Gregory A SmithDirectorBuy1,000$34.84$34,840.00View SEC Filing  
7/14/2015William CragerPresidentSell7,333$43.02$315,465.66View SEC Filing  
7/9/2015Shelly O'brienInsiderSell2,000$45.00$90,000.00View SEC Filing  
6/30/2015Judson BergmanCEOSell20,000$40.58$811,600.00View SEC Filing  
6/29/2015Peter D'arrigoCFOSell10,000$41.62$416,200.00View SEC Filing  
6/19/2015Brandon ThomasCIOSell20,358$42.26$860,329.08View SEC Filing  
6/15/2015Brandon ThomasCIOSell32,500$43.12$1,401,400.00View SEC Filing  
6/15/2015William CragerPresidentSell7,333$42.87$314,365.71View SEC Filing  
5/21/2015William CragerPresidentSell3,000$45.32$135,960.00View SEC Filing  
5/14/2015William CragerPresidentSell7,333$44.42$325,731.86View SEC Filing  
4/14/2015William CragerPresidentSell13,333$55.24$736,514.92View SEC Filing  
4/1/2015Judson BergmanCEOSell30,000$54.77$1,643,100.00View SEC Filing  
4/1/2015Shelly O'brienInsiderSell2,000$54.69$109,380.00View SEC Filing  
3/27/2015Scott D GrinisCTOSell10,000$55.83$558,300.00View SEC Filing  
3/26/2015Yves SisteronDirectorSell43,832$54.90$2,406,376.80View SEC Filing  
3/23/2015Yves SisteronDirectorSell53,437$57.17$3,054,993.29View SEC Filing  
3/16/2015Shelly O'brienInsiderSell500$55.00$27,500.00View SEC Filing  
3/13/2015William CragerPresidentSell13,333$53.54$713,848.82View SEC Filing  
3/10/2015Gregory A SmithDirectorBuy1,000$52.17$52,170.00View SEC Filing  
12/1/2014Judson BergmanCEOSell45,000$49.86$2,243,700.00View SEC Filing  
11/14/2014William CragerPresidentSell13,333$54.22$722,915.26View SEC Filing  
11/7/2014Judson BergmanCEOSell10,000$50.00$500,000.00View SEC Filing  
11/7/2014William CragerPresidentSell3,000$46.67$140,010.00View SEC Filing  
11/4/2014Judson BergmanCEOSell45,000$44.30$1,993,500.00View SEC Filing  
10/15/2014William CragerPresidentSell4,333$38.74$167,860.42View SEC Filing  
10/14/2014Judson BergmanCEOSell25,000$39.06$976,500.00View SEC Filing  
10/13/2014Judson BergmanCEOSell19,044$38.76$738,145.44View SEC Filing  
9/29/2014Yves SisteronDirectorSell27,917$44.57$1,244,260.69View SEC Filing  
8/18/2014Joshua MayerCOOSell1,500$46.20$69,300.00View SEC Filing  
8/13/2014Peter D'arrigoCFOSell9,063$46.89$424,964.07View SEC Filing  
8/11/2014Charles RoameDirectorBuy162$45.71$7,405.02View SEC Filing  
8/11/2014Shelly O'brienGeneral CounselSell5,000$46.00$230,000.00View SEC Filing  
7/1/2014Shelly O'brienGeneral CounselSell5,000$48.95$244,750.00View SEC Filing  
6/5/2014Shelly O'brienGeneral CounselSell10,000$41.04$410,400.00View SEC Filing  
3/24/2014William CragerPresidentSell3,165$42.83$135,556.95View SEC Filing  
3/21/2014Scott GrinisCTOSell18,000$45.26$814,680.00View SEC Filing  
10/11/2013Aos Partners, Lpmajor shareholderSell4,201,997$29.25$122,908,412.25View SEC Filing  
10/11/2013Judson BergmanCEOSell35,000$29.25$1,023,750.00View SEC Filing  
10/11/2013Paul KoontzDirectorSell384,393$29.25$11,243,495.25View SEC Filing  
10/11/2013Scott GrinisCTOSell10,000$29.25$292,500.00View SEC Filing  
10/11/2013Shelly O'brienGeneral CounselSell20,000$29.25$585,000.00View SEC Filing  
10/11/2013William CragerPresidentSell15,000$29.25$438,750.00View SEC Filing  
8/22/2013Brandon ThomasCIOSell1,000$27.93$27,930.00View SEC Filing  
8/8/2013Brandon ThomasCIOSell1,000$26.30$26,300.00View SEC Filing  
7/25/2013Brandon ThomasCIOSell1,000$25.80$25,800.00View SEC Filing  
7/11/2013Brandon ThomasCIOSell1,000$28.56$28,560.00View SEC Filing  
6/27/2013Brandon ThomasCIOSell1,000$23.97$23,970.00View SEC Filing  
6/18/2013Brandon ThomasCIOSell1,000$25.08$25,080.00View SEC Filing  
12/27/2012Brandon ThomasCIOSell1,000$13.53$13,530.00View SEC Filing  
11/1/2012Brandon ThomasCIOSell1,000$13.90$13,900.00View SEC Filing  
10/4/2012Brandon ThomasCIOSell1,000$12.25$12,250.00View SEC Filing  
9/5/2012Paul G KoontzDirectorSell29,518$11.59$342,113.62View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Latest Headlines for Envestnet (NYSE:ENV)
DateHeadline
capitalcube.com logoEnvestnet, Inc. breached its 50 day moving average in a Bearish Manner : ENV-US : September 27, 2016 (NYSE:ENV)
www.capitalcube.com - September 27 at 9:25 AM
investornewswire.com logoCan Shares Of Envestnet, Inc (NYSE:ENV) Hit $48? - Investor Newswire (NYSE:ENV)
www.investornewswire.com - September 26 at 4:59 PM
businesswire.com logoRussell Investments' Adaptive Retirement Accounts to Leverage Envestnet | Retirement Solutions' Patented Participant ... - Business Wire (press release) (NYSE:ENV)
www.businesswire.com - September 26 at 4:59 PM
finance.yahoo.com logoRussell Investments’ Adaptive Retirement Accounts to … (NYSE:ENV)
finance.yahoo.com - September 26 at 9:35 AM
finance.yahoo.com logoRussell Investments’ Adaptive Retirement Accounts to Leverage Envestnet | Retirement Solutions’ Patented Participant Advice Engine for DC Plan Participants (NYSE:ENV)
finance.yahoo.com - September 26 at 9:35 AM
investornewswire.com logoEnvestnet, Inc (NYSE:ENV): Analyst Rating Revised To 1.75 - Investor Newswire (NYSE:ENV)
www.investornewswire.com - September 24 at 9:28 AM
prnewswire.com logoEnvestnet | Tamarac Introduces Integration with eMoney Advisor - PR Newswire (press release) (NYSE:ENV)
www.prnewswire.com - September 23 at 9:50 AM
finance.yahoo.com logoEnvestnet | Tamarac Introduces Integration with eMoney Advisor (NYSE:ENV)
finance.yahoo.com - September 22 at 10:25 AM
4-traders.com logoEnvestnet : Yodlee-InvestorPortal-graphic Infographic (NYSE:ENV)
www.4-traders.com - September 21 at 5:21 PM
benzinga.com logoAmerican Century Investments Hires Envestnet Executive Jay Hummel - Benzinga (NYSE:ENV)
www.benzinga.com - September 21 at 8:47 AM
publicnow.com logoInnovation Partners to Leverage Envestnet | Yodlee's Financial Wellness Solutions (NYSE:ENV)
www.publicnow.com - September 21 at 8:47 AM
feeds.benzinga.com logoAmerican Century Investments Hires Envestnet Executive Jay Hummel (NYSE:ENV)
feeds.benzinga.com - September 20 at 4:36 PM
News IconEnvestnet Inc. (ENV) Sees Strong Trading Volume - NewsDen (NYSE:ENV)
newsden.net - September 20 at 8:36 AM
prnewswire.com logoMassMutual Expands Fiduciary Support Services for Retirement Plan Investment Selection and Monitoring - PR Newswire (press release) (NYSE:ENV)
www.prnewswire.com - September 19 at 3:43 PM
finance.yahoo.com logoMassMutual Expands Fiduciary Support Services for Retirement Plan Investment Selection and Monitoring (NYSE:ENV)
finance.yahoo.com - September 19 at 3:43 PM
4-traders.com logoEnvestnet : Institute On Campus Expands Reach & Offering (NYSE:ENV)
www.4-traders.com - September 17 at 9:33 AM
capitalcube.com logoEnvestnet, Inc. – Value Analysis (NYSE:ENV) : September 15, 2016 (NYSE:ENV)
www.capitalcube.com - September 15 at 5:13 PM
capitalcube.com logoEnvestnet, Inc. breached its 50 day moving average in a Bearish Manner : ENV-US : September 14, 2016 (NYSE:ENV)
www.capitalcube.com - September 14 at 8:59 AM
investornewswire.com logoCan Shares Of Envestnet, Inc (NYSE:ENV) Hit $48 - Investor Newswire (NYSE:ENV)
www.investornewswire.com - September 12 at 4:41 PM
News IconInstitutional Investors Have Decreased Positions in Envestnet, Inc. (NYSE:ENV) - Post News (NYSE:ENV)
www.kentuckypostnews.com - September 9 at 9:41 AM
prnewswire.com logoEnvestnet Institute On Campus Expands Reach & Offering - PR Newswire (press release) (NYSE:ENV)
www.prnewswire.com - September 8 at 8:41 AM
fidaily.com logoInsiders Are Buying and Selling – Envestnet, Inc Common Stock (NYSE:ENV) (NYSE:ENV)
www.fidaily.com - September 7 at 4:59 PM
publicnow.com logoEnvestnet Institute On Campus Expands Reach & Offering (NYSE:ENV)
www.publicnow.com - September 7 at 4:59 PM
News IconPlacing Envestnet, Inc (NYSE:ENV) Shares Under the Microscope - Post News (NYSE:ENV)
www.kentuckypostnews.com - September 6 at 9:40 AM
News IconSuburban talent pool helped draw Envestnet to Chesco (NYSE:ENV)
www.philly.com - September 5 at 4:31 PM
News IconSuburban talent pool helped draw Envestnet to Chesco - Philly.com (NYSE:ENV)
www.philly.com - September 5 at 9:27 AM
bizjournals.com logoChicago financial firm expands, adding 153 jobs (NYSE:ENV)
www.bizjournals.com - September 1 at 4:47 PM
News IconTechnology company creating 153 jobs in Berwyn (NYSE:ENV)
www.dailylocal.com - August 31 at 4:45 PM
News IconUPDATE: Chicago firm to hire hundreds at its Chester County software center (NYSE:ENV)
www.philly.com - August 31 at 4:45 PM
News IconGovernor Wolf Announces 153 New Jobs with Envestnet, Inc. Facility in Chester County (NYSE:ENV)
www.governor.pa.gov - August 31 at 9:39 AM
investornewswire.com logoCan Shares Of Envestnet, Inc (NYSE:ENV) Get To $48? - Investor Newswire (NYSE:ENV)
www.investornewswire.com - August 29 at 3:53 PM
prnewswire.com logo"Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities - PR Newswire (press release) (NYSE:ENV)
www.prnewswire.com - August 26 at 4:45 PM
insidermonkey.com logoEnergy Transfer Equity (ETE) Carries Whetstone Capital to Huge Turnaround (NYSE:ENV)
www.insidermonkey.com - August 26 at 4:45 PM
news.sys-con.com logo"Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities - SYS-CON Media (press release) (NYSE:ENV)
news.sys-con.com - August 26 at 6:50 AM
4-traders.com logoEnvestnet : "Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities (NYSE:ENV)
www.4-traders.com - August 25 at 9:48 AM
publicnow.com logo"Navigator" Tool Extends Access to Envestnet's Portfolio Management Consulting Capabilities (NYSE:ENV)
www.publicnow.com - August 25 at 9:48 AM
investornewswire.com logoEnvestnet, Inc (NYSE:ENV) Gets 0 Recommendations To Sell - Investor Newswire (NYSE:ENV)
www.investornewswire.com - August 23 at 9:10 AM
finance.yahoo.com logoENVESTNET, INC. Financials (NYSE:ENV)
finance.yahoo.com - August 18 at 4:51 PM
investornewswire.com logoWill Envestnet, Inc (NYSE:ENV) Hit $48 Price Target? - Investor Newswire (NYSE:ENV)
www.investornewswire.com - August 16 at 8:06 AM
capitalcube.com logoEnvestnet, Inc. :ENV-US: Earnings Analysis: Q2, 2016 By the Numbers : August 12, 2016 (NYSE:ENV)
www.capitalcube.com - August 12 at 4:53 PM
feeds.benzinga.com logoEnvestnet | Yodlee's Is Making Customer Data Collection Easier (NYSE:ENV)
feeds.benzinga.com - August 12 at 3:56 PM
fool.com logoEnvestnet Posts Loss, but Expects Stronger Growth Ahead (NYSE:ENV)
www.fool.com - August 10 at 1:52 PM
finance.yahoo.com logoEnvestnet | Retirement Solutions & HealthSavings Administrators Form Strategic Partnership to Manage Health Savings Accounts (NYSE:ENV)
finance.yahoo.com - August 10 at 12:08 PM
publicnow.com logoEnvestnet | Yodlee Augments Financial Transaction Data Through a Streamlined DaaS Model (NYSE:ENV)
www.publicnow.com - August 9 at 9:05 PM
biz.yahoo.com logoENVESTNET, INC. Files SEC form 10-Q, Quarterly Report (NYSE:ENV)
biz.yahoo.com - August 9 at 9:05 PM
directorstalkinterviews.com logoEnvestnet Inc 5.2% Potential Upside Now Implied by RBC Capital Mkts - DirectorsTalk Interviews (NYSE:ENV)
www.directorstalkinterviews.com - August 9 at 3:32 PM
twst.com logoEnvestnet Inc.: Envestnet Reports Second Quarter 2016 Financial Results - The Wall Street Transcript (NYSE:ENV)
www.twst.com - August 9 at 6:49 AM
finance.yahoo.com logoEdited Transcript of ENV earnings conference call or presentation 8-Aug-16 9:00pm GMT (NYSE:ENV)
finance.yahoo.com - August 9 at 6:49 AM
twst.com logoEnvestnet Inc.: Envestnet Reports Second Quarter 2016 Financial Results (NYSE:ENV)
www.twst.com - August 8 at 10:12 PM
sg.finance.yahoo.com logoEnvestnet reports 2Q loss (NYSE:ENV)
sg.finance.yahoo.com - August 8 at 10:12 PM

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Envestnet (NYSE:ENV) Chart for Tuesday, September, 27, 2016


Last Updated on 9/27/2016 by MarketBeat.com Staff