ENV Company Profile and Key Details

Q: Who are the executives of ENV?

Ms. Sharon RosenthalChief HR OfficerMs. Shelly S. O'Brien J.D.Chief Legal Officer, Gen. Counsel & Corporation Sec.Ms. Mary Ellen DuganChief Marketing OfficerMr. Joshua David MayerChief Operating OfficerMr. Brian S. Shipman CFAHead of Investor RelationsMr. Peter H. D'Arrigo CFAChief Financial OfficerMr. Jason O'ShaughnessyHead of International SalesMs. Dana Marie D'Auria C.F.A.Co-Chief Investment Officer & Group Pres of Envestnet SolutionsMr. Robert Michael CoppolaChief Technology OfficerMr. William C. CragerCo-Founder, Chief Executive Officer & Director

NYSE : ENV

Envestnet

$63.14

N/A-

Open: 4:00 PM

Not Actively Trading

82.24

B+ESG ScoreESG Rating

Profile Key Stats Analyst Ratings Ownership Ratios Financials Dividend & splits Sentiment Forecast

Price Chart

Stock Price Today

Envestnet, Inc. (ENV) stock remained unchanged at -, trading at $63.14 on NYSE, unchanged from the previous close of -. The stock opened at -, fluctuating between $63.14 and $63.14 in the recent session.

Stock Snapshot

N/A

Prev. Close

3.49B

Market Cap

63.14

Day Low

-13.209205020920502

P/E Ratio

-4.78

EPS (TTM)

0.45

Cash Flow per Share

N/A

Open

55.35M

Number of Shares

63.14

Day High

76.66%

Free Float in %

10.39

Book Value

Volume

Relevant Articles

SEC Fillings

Current Report (8-k)

Filing Date	Accepted Date

Annual Report (10-k)

Filing Date	Accepted Date

Stock Price History Chart

Date	Open	High	Low	Close	Volume
Nov 22, 2024	63.14	63.15	63.13	63.14	5.14M
Nov 21, 2024	63.10	63.16	63.04	63.09	3.45M
Nov 20, 2024	63.10	63.12	63.07	63.09	1.67M
Nov 19, 2024	63.10	63.12	63.07	63.09	1.9M
Nov 18, 2024	63.05	63.10	62.95	63.08	1.58M
Nov 15, 2024	62.98	63.00	62.90	62.94	824.81K
Nov 14, 2024	62.97	63.00	62.93	62.96	786.33K
Nov 13, 2024	63.00	63.02	62.95	62.97	702.7K
Nov 12, 2024	63.03	63.03	62.92	62.92	801.44K
Nov 11, 2024	63.05	63.09	62.91	62.98	822.4K
Nov 08, 2024	63.05	63.05	62.90	62.96	664.6K
Nov 07, 2024	62.91	63.31	62.89	63.01	1.41M
Nov 06, 2024	62.99	63.04	62.85	62.88	1.1M
Nov 05, 2024	62.85	62.87	62.80	62.82	1.05M
Nov 04, 2024	62.79	62.86	62.78	62.79	633.04K
Nov 01, 2024	62.77	62.83	62.77	62.82	360.6K
Oct 31, 2024	62.77	62.86	62.76	62.78	529.31K
Oct 30, 2024	62.75	62.83	62.75	62.76	218.05K
Oct 29, 2024	62.75	62.84	62.74	62.78	508.62K
Oct 28, 2024	62.79	62.84	62.71	62.71	476K

Contact Details

Chicago, IL 60601

United States

https://www.envestnet.com 312 827 2800

About Company

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers 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; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

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Company Overview

The stock is currently trading near its 52-week high $63.14 and $63.14. With a market capitalization of about $3.49 billion, Envestnet, Inc. is classified as a mid-cap and shows market-like volatility (beta ~1.25). Headquartered in Chicago, IL, Envestnet, Inc. operates in the Technology sector and the Software - Application industry. Led by CEO James Lawrence Fox, the company employs approximately 3,069 people and listed since July 29, 2010. Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally.

Technical Performance

ENV has shown mixed momentum, gaining 0.32% over the past week and 0.48% over the past quarter, though year-to-date performance is up 27.5%. Short-term trend indicators are bearishly aligned (SMA20 0.34%, SMA50 0.6%, SMA200 3.4%). The stock’s 14-day RSI is 70.3 (overbought), while the ATR of 0.14 points to tighter daily ranges. The stock remains hovering near 52-week lows, trading -13.55% below its high and over 73.32% above its low.

Valuation Metrics

Envestnet, Inc. trades at a P/E ratio of -14.4, slightly below the S&P 500 average, with a price-to-sales ratio of 2.81 and a price-to-book ratio of 6.05 trading at moderately above to book value. The P/FCF stands at 142.25, also above market averages.

Dividend & Fair Value

Envestnet, Inc. last paid a dividend of 0 per share, Dividend and splits history remains an important factor for investors monitoring long-term returns. A discounted cash flow model estimates fair value at around $11.66. This means the shares are trading above this model’s fair value.

Earnings & Analyst Outlook

Wall Street analysts project EPS growth of 15.0% annually over the next five years. The latest quarter delivered EPS of $0.70. The next quarter is forecast at $0.78. Next year's EPS is expected at $24.48. Envestnet, Inc. earnings surprise history is a consistent trend of beating forecasts. The quarter that ended November 07, 2024, missed forecasts by 1.45%. The prior quarter beat by -12.7%. Over the last six quarters, Apple has recorded several small beats. These include 0.0% in August 03, 2023.

Shareholding & Insider Activity

Envestnet, Inc. has 55.35 million shares outstanding. The public float is 42.43 million shares, elevated short interest at 7.76% of float. This equals 2.82 million shares. The short ratio is 6.1 days. Institutional investors hold 98.08% of the float. Insiders own 1.16%. Wolfe Lauren Taylor holds 4.19 million shares, Crager William has 325.36 thousand shares and Thomas Brandon has 268.70 thousand shares.

Financial & Profitability Overview

Over the trailing twelve months, Envestnet generated $1.25B in revenue, or $22.87 per share. Gross margin was 15.85%, operating margin 0.85%, and net profit margin -19.17%. Returns are negative, with ROA at -12.72% and ROE at -42.01%.
On valuation metrics, Envestnet trades at a P/E of -14.40, P/S of 2.81 and P/B of 6.05. Liquidity is tight, with a current ratio of 0.90 and quick ratio of 0.99. Operationally, the company’s inventory turnover is -36.13 and cash conversion cycle is 13.95 days. Debt-to-equity is 1.74, supported by a cash flow-to-debt ratio of 0.16.

Quarterly Financial Highlights

For the quarter ended Dec 31, 2023, Envestnet posted revenue of $1.25B, down slightly from $1.24B in the prior quarter. Gross profit was $197.45M (margin 15.85%). Operating income was $10.58M (margin 0.8%). Net income was- $238.72M (EPS - $4.38).
The company ended the quarter with $91.38M in cash and short-term investments, a total debt of $990.35M, and net debt of $898.97M. Total assets were $1.88B, with equity of $574.51M. Financials further reflected stability, with operating cash flow of $154.87M, free cash flow of $24.57M, and capital expenditures of - $130.30M.

Price Forecast & Outlook

Our AI price prediction model suggests that Envestnet, Inc. stock has strong potential for upside but may face short-term weakness followed by gains in the medium and long term. 2-Week Outlook: Projected increase of 0.38%, with price expected at $63.38 by December 06, 2024, within a range of $61.81 to $64.83 3-Month Outlook: Projected fall of -6.24%, reaching $59.20 by February 20, 2025, with a range of $55.21 to $62.94. 1-Year Outlook: Projected loss of -9.06%, with price at $57.42 by November 21, 2025, within a range of $52.92 to $60.56.

Key Takeaways

Envestnet, Inc. (NYSE:ENV) shares are up 27.5% year-to-date currently trading near 52-week highs band. Short-term momentum has been positive over the last quarter, despite recent volatility. Valuation shows Envestnet, Inc. trading at a premium to the broader market with a P/E of -14.4. Analyst sentiment is mixed, with the majority of ratings in Neutral territory and a mean price target of $69.19, suggesting 9.58% upside. Our AI forecast model points to short-term strength (0.38% over two weeks), a medium-term fall (-6.24% over three months), and a longer-term loss (-9.06% over one year), with expected trading ranges indicating moderate volatility.

Frequently Asked Questions

What is the current Envestnet, Inc. (ENV) stock price?

Envestnet, Inc. (NYSE: ENV) stock price is $63.14 in the last trading session. During the trading session, ENV stock reached the peak price of $63.14 while $63.14 was the lowest point it dropped to. The percentage change in ENV stock occurred in the recent session was N/A while the dollar amount for the price change in ENV stock was -.

ENV's industry and sector of operation?

The NYSE listed ENV is part of Software - Application industry that operates in the broader Technology sector. Envestnet, Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Who are the executives of ENV?

Ms. Sharon Rosenthal
Chief HR Officer
Ms. Shelly S. O'Brien J.D.
Chief Legal Officer, Gen. Counsel & Corporation Sec.
Ms. Mary Ellen Dugan
Chief Marketing Officer
Mr. Joshua David Mayer
Chief Operating Officer
Mr. Brian S. Shipman CFA
Head of Investor Relations
Mr. Peter H. D'Arrigo CFA
Chief Financial Officer
Mr. Jason O'Shaughnessy
Head of International Sales
Ms. Dana Marie D'Auria C.F.A.
Co-Chief Investment Officer & Group Pres of Envestnet Solutions
Mr. Robert Michael Coppola
Chief Technology Officer
Mr. William C. Crager
Co-Founder, Chief Executive Officer & Director

How ENV did perform over past 52-week?

ENV's closing price is 0% higher than its 52-week low of $63.14 where as its distance from 52-week high of $63.14 is 0%.

How many employees does ENV have?

Number of ENV employees currently stands at 3,069.

Link for ENV official website?

Official Website of ENV is: https://www.envestnet.com

How do I contact ENV?

ENV could be contacted at phone 312 827 2800 and can also be accessed through its website. ENV operates from 35 East Wacker Drive, Chicago, IL 60601, United States.

How many shares of ENV are traded daily?

ENV stock volume for the day was 0 shares. The average number of ENV shares traded daily for last 3 months was 0.

What is the market cap of ENV currently?

The market value of ENV currently stands at $3.49B with its latest stock price at $63.14 and 55.35M of its shares outstanding.

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Employees	3069
Beta	1.25
Sales or Revenue	$1.25B
5Y Sales Change%	0.275%
Fiscal Year Ends	December
Sector	Technology
Industry	Software - Application

ENV Company Profile and Key Details

Envestnet

Price Chart

Stock Price Today

Stock Snapshot

Relevant Articles

SEC Fillings

Current Report (8-k)

Annual Report (10-k)

Stock Price History Chart

Contact Details

About Company

Company Information

Stock Peers

Company Overview

Technical Performance

Valuation Metrics

Dividend & Fair Value

Earnings & Analyst Outlook

Shareholding & Insider Activity

Financial & Profitability Overview

Quarterly Financial Highlights

Price Forecast & Outlook

Key Takeaways

Frequently Asked Questions

Technical Performance

Earnings & Analyst Outlook

Financial & Profitability Overview

Quarterly Financial Highlights

Shareholding & Insider Activity

Dividend & Fair Value

Company Overview

Key Takeaways

Price Forecast & Outlook

Valuation Metrics