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Trading name
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Envestnet |
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Type
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Public |
| Traded as | NYSE: ENV |
| Industry | Financial services |
| Founded | 1999 |
| Founder | Jud Bergman (CEO) Bill Crager (President) |
| Headquarters | Chicago, IL, U.S. |
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Area served
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Worldwide |
| Total assets | $421 million (2015) |
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Number of employees
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| Website | envestnet |
Envestnet (NYSE: ENV) provides unified wealth management technology and services to financial advisors and institutions. As of September 2016, Envestnet supports over 51,000 advisors, and 3.6 million investor accounts and over $1 trillion in total assets with almost $334 billion of fee‐generating assets under management (AUM) and assets under administration (AUA)
Envestnet's strategy is to build a platform that offers the services and software that advisers need so they don't have to spend time and money doing it themselves.
The company's initial public offering of stock filed on the NYSE and went public on 28 July 2010. It priced at $9; at the bottom of the range of $9-$10. The major underwriters were Morgan Stanley (MS), UBS AG (UBS), and Barclays (BCS). The company raised $63M by selling 7M shares
In 2012 Envestnet purchased Tamarac for $54 million.
In August 2015, Envestnet acquired Yodlee, a cloud-based data analytics company that provides account aggregation and various financial software. In the same year, Envestnet also acquired online investment platform Upside in February and financial-planning software provider Finance Logix in May. Envestment stated that their main goal was to drive the acquisitions to provide a full suite of technology offerings for financial advisers.
| Period | Date | Adjusted Actuals EPS | GAAP EPS |
|---|---|---|---|
| Q3 2022 | 2022-11-07 | Future report Set alerts | |
| Q2 2022 | 2022-08-04 | 0.00 | 0.00 |
| Q1 2022 | 2022-05-05 | 0.47 | 0.47 |
| Q4 2021 | 2022-02-24 | 0.00 | 0.00 |
| Q3 2021 | 2021-11-08 | 0.61 | 0.61 |
| Q2 2021 | 2021-08-05 | 0.00 | 0.00 |
| Q1 2021 | 2021-05-06 | 0.64 | 0.64 |
| Q4 2020 | 2021-02-25 | 0.00 | 0.00 |
| Q3 2020 | 2020-11-05 | 0.00 | 0.00 |
| Q2 2020 | 2020-08-06 | 0.59 | -0.09 |
| 2016-06-23 | Reiterated Rating | JMP Securities | Buy | $36.00 to $9.50 |
| 2016-05-09 | Boost Price Target | RBC Capital | Sector Perform | $26.00 to $33.00 |
| 2016-05-09 | Boost Price Target | Royal Bank Of Canada | Sector Perform | $26.00 to $33.00 |
| 2016-05-08 | Reiterated Rating | Jefferies Group | Buy | |
| 2016-04-08 | Reiterated Rating | Stifel Nicolaus | Buy | $56.00 to $40.00 |
| 2016-03-24 | Initiated Coverage | Jefferies Group | Buy | $48.00 |
| 2016-02-29 | Lower Price Target | JPMorgan Chase & Co. | Market Outperform | $60.00 to $36.00 |
| 2016-02-29 | Lower Price Target | JMP Securities | $60.00 to $36.00 | |
| 2016-02-26 | Lower Price Target | Northland Securities | Outperform | $45.00 to $35.00 |
| 2015-11-10 | Reiterated Rating | William Blair | Buy | |
| 2015-11-10 | Lower Price Target | Northland Securities | Outperform | $55.00 to $45.00 |
| 2015-09-25 | Lower Price Target | RBC Capital | Sector Perform | $47.00 to $40.00 |
| 2015-08-31 | Upgrade | Avondale Partners | Market Perform to Outperform | |
| 2015-08-11 | Downgrade | Avondale Partners | Outperform to Market Perform | $46.00 |
| 2015-08-11 | Boost Price Target | Northland Securities | Outperform | $50.00 to $55.00 |
| 2015-07-09 | Initiated Coverage | Northland Securities | Outperform | $50.00 |
| 2015-07-07 | Initiated Coverage | JMP Securities | Outperform | |
| 2015-07-07 | Upgrade | Avondale Partners | Outperform | $46.00 |
| 2015-07-01 | Upgrade | Avondale Partners | Market Perform to Outperform | |
| 2015-05-12 | Reiterated Rating | BMO Capital Markets | Market Perform | $61.00 to $50.00 |
| 2015-05-11 | Downgrade | Barrington Research | Outperform to Market Perform | |
| 2015-05-08 | Lower Price Target | Stifel Nicolaus | Buy | $65.00 to $56.00 |
| 2015-03-23 | Initiated Coverage | BMO Capital Markets | Market Perform | $61.00 |
| 2014-11-07 | Upgrade | Raymond James | Outperform to Strong-Buy | $55.00 to $59.00 |
| 2014-11-07 | Upgrade | Raymond James Financial Inc. | Outperform to Strong-Buy | $55.00 to $59.00 |
| 2014-07-02 | Reiterated | Stifel | Buy | $45 to $57 |
| 2014-07-02 | Boost Price Target | Stifel Nicolaus | Buy | $45.00 to $57.00 |
| 2014-06-24 | Initiated Coverage | Raymond James | Outperform | $54.00 |
| 2014-06-18 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | |
| 2014-06-10 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | |
| 2014-06-02 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | |
| 2014-05-09 | Lower Price Target | Sandler O'Neill | Hold | $45.00 to $38.00 |
| 2014-05-09 | Lower Price Target | Stifel Nicolaus | Buy | $49.00 to $45.00 |
| 2014-02-21 | Boost Price Target | Sterne Agee CRT | $43.00 to $50.00 | |
| 2013-11-19 | Reiterated | UBS | Neutral | $27 to $38 |
| 2013-11-19 | Reiterated Rating | Sterne Agee CRT | Buy | $43.00 |
| 2013-11-07 | Boost Price Target | RBC Capital | Sector Perform | $34.00 to $38.00 |
| 2013-11-04 | Reiterated Rating | Sterne Agee CRT | Buy | $43.00 |
| 2013-10-22 | Initiated Coverage | Barrington Research | Outperform | $45.00 |
| 2013-10-21 | Boost Price Target | Sandler O'Neill | Hold | $27.00 to $37.00 |
| 2013-10-21 | Initiated Coverage | William Blair | Outperform | |
| 2013-10-21 | Initiated Coverage | Sterne Agee CRT | Buy | $43.00 |
| 2013-09-24 | Downgrade | RBC Capital | Outperform to Sector Perform | $29.00 to $34.00 |
| 2011-01-05 | Reiterated | UBS | Buy | $16 to $19 |
| 2010-09-07 | Initiated | UBS | Buy | $14 |
| 2010-09-07 | Initiated | Stifel Nicolaus | Buy | $15 |
| 2016-06-23 | Reiterated Rating | JMP Securities | Buy | $36.00 to $9.50 |
| 2016-05-09 | Boost Price Target | RBC Capital | Sector Perform | $26.00 to $33.00 |
| 2016-05-09 | Boost Price Target | Royal Bank Of Canada | Sector Perform | $26.00 to $33.00 |
| 2016-05-08 | Reiterated Rating | Jefferies Group | Buy | |
| 2016-04-08 | Reiterated Rating | Stifel Nicolaus | Buy | $56.00 to $40.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In ENV 190 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| BlackRock Inc. | 7.65M |
| Vanguard Group, Inc | 5.42M |
| JANUS CAPITAL MANAGEMENT LLC | 3.46M |
| JPMORGAN CHASE & CO | 2.75M |
| ADVENT INTERNATIONAL CORP/MA | 1.88M |
| STATE STREET CORP | 1.73M |
| HENDERSON GROUP PLC | 1.52M |
| Echo Street Capital Management LLC | 1.50M |
| BROWN ADVISORY INC | 1.38M |
| BlackRock Fund Advisors | 1.25M |
| Clearbridge Investments, LLC | 1.17M |
| Van Berkom & Associates Inc. | 1.14M |
| EATON VANCE MANAGEMENT | 1.13M |
| FMR LLC | 1.12M |
| BlackRock Institutional Trust Company, N.A. | 1.07M |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| AOS Partners, LP | 7.91% (2701654) | ENV / |
| Bergman Judson Chief Executive Officer | 2.15% (734071) | ENV / |
| Thomas Brandon Chief Investment Officer | 0.77% (263971) | ENV / |
| Grinis Scott D Chief Technology Officer | 0.60% (203558) | ENV / |
| KOONTZ PAUL G | 0.59% (203009) | ENV / FNGN / |
| Crager William President | 0.57% (195588) | ENV / |
| Arora Anil | 0.30% (101522) | ENV / YDLE / |
| Mayer Joshua Chief Operating Officer | 0.14% (47444) | ENV / |
| CHAPIN ROSS K Director | 0.13% (43756) | ENV / |
| O'Brien Shelly General Counsel | 0.12% (39612) | ENV / |
| D'Arrigo Peter Chief Financial Officer | 0.11% (39229) | ENV / |
| Roame Charles Director | 0.05% (18029) | ENV / |
| Smith Gregory A | 0.04% (12931) | ENV / |
| Majoros Matthew Principal Accounting Officer | 0.04% (12418) | ENV / |
| FOX JAMES L | 0.03% (10744) | ENV / |
| Johnson James Director | 0.02% (7161) | ENV / |
| Aguilar Luis A | 0.02% (7075) | DFIN / ENV / MDXG / |
| Egan Cynthia | 0.01% (1950) | ENV / THG / UNM / |
UM
2,665 (2015)