Envestnet, Inc. – NYSE:ENV
Founder-led company
Financial Health
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Envestnet stock price monthly change
+1.32%
month
Envestnet stock price quarterly change
+8.02%
quarter
Envestnet stock price yearly change
+11.88%
year
Envestnet key metrics
Market Cap | 3.49B |
Enterprise value | 4.36B |
P/E | -39.03 |
EV/Sales | 3.51 |
EV/EBITDA | 76.97 |
Price/Sales | 2.81 |
Price/Book | 4.61 |
PEG ratio | 0.05 |
EPS | -3.56 |
Revenue | 1.27B |
EBITDA | -62.78M |
Income | -194.98M |
Revenue Q/Q | 8.78% |
Revenue Y/Y | 4.49% |
Profit margin | -6.53% |
Oper. margin | -5.33% |
Gross margin | 62.21% |
EBIT margin | -5.33% |
EBITDA margin | -4.94% |
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Sign up for freeEnvestnet stock price history
Envestnet stock forecast
Envestnet financial statements
| Jun 2023 | 312.43M | -21.41M | -6.85% |
|---|---|---|---|
| Sep 2023 | 316.84M | 7.09M | 2.24% |
| Dec 2023 | 317.63M | -183.17M | -57.67% |
| Mar 2024 | 324.95M | 2.51M | 0.77% |
| Sep 2025 | 369.94M | 42.29M | 11.43% |
|---|---|---|---|
| Oct 2025 | 375.46M | 43.78M | 11.66% |
| Dec 2025 | 386.41M | 46.49M | 12.03% |
| Mar 2026 | 379M | 39.92M | 10.53% |
Analysts Price target
Financials & Ratios estimates
| Jun 2023 | 2053905000 | 1.32B | 64.34% |
|---|---|---|---|
| Sep 2023 | 2030889000 | 1.27B | 62.98% |
| Dec 2023 | 1877252000 | 1.30B | 69.4% |
| Mar 2024 | 1864045000 | 1.26B | 67.96% |
| Jun 2023 | 72.78M | -37.91M | -28.57M |
|---|---|---|---|
| Sep 2023 | 40.00M | -28.5M | -27.58M |
| Dec 2023 | 75.59M | -28.89M | 4.26M |
| Mar 2024 | 1.94M | -24.65M | 3.63M |
Envestnet alternative data
| Aug 2023 | 3,429 |
|---|---|
| Sep 2023 | 3,429 |
| Oct 2023 | 3,429 |
| Nov 2023 | 3,429 |
| Dec 2023 | 3,429 |
| Jan 2024 | 3,429 |
| Feb 2024 | 3,429 |
| Mar 2024 | 3,069 |
| Apr 2024 | 3,069 |
| May 2024 | 3,069 |
| Jun 2024 | 3,069 |
| Jul 2024 | 3,069 |
Envestnet other data
95.67%
-4.33%
of ENV is owned by hedge funds
211
-34
52.81M
-2.51M
shares is hold by hedge funds
What is insider trading?
| Period | Buy | Sel |
|---|---|---|
| May 2023 | 0 | 4000 |
| Jun 2023 | 2000 | 7940 |
| Mar 2024 | 32832 | 700 |
| Transaction | Date | Insider | Security | Shares | Price per share | Total value | Source |
|---|---|---|---|---|---|---|---|
Sale | MAJOROS MATTHEW officer: Principal Accounting O.. | Common Stock | 700 | $56.92 | $39,844 | ||
Purchase | WOLFE LAUREN TAYLOR director | Common Stock | 1,670 | $52.99 | $88,493 | ||
Purchase | WOLFE LAUREN TAYLOR director | Common Stock | 21,761 | $52.62 | $1,145,064 | ||
Purchase | WOLFE LAUREN TAYLOR director | Common Stock | 9,401 | $51.19 | $481,237 | ||
Option | CRAGER WILLIAM director, officer.. | Common Stock | 14,100 | $41.84 | $589,944 | ||
Option | CRAGER WILLIAM director, officer.. | Employee Stock Option (Right to Buy) | 14,100 | $41.84 | $589,944 | ||
Sale | COOPER BARRY D. officer: SVP, Head of Accountin.. | Common Stock | 690 | $58.19 | $40,151 | ||
Purchase | TURNER BARBARA director | Common Stock | 2,000 | $54.39 | $108,780 | ||
Sale | CRAGER WILLIAM director, officer.. | Common Stock | 7,250 | $53.68 | $389,180 | ||
Sale | MAJOROS MATTHEW officer: Principal Accounting O.. | Common Stock | 4,000 | $54.74 | $218,960 |
| Quarter | Transcript |
|---|---|
| Q1 2024 7 May 2024 | Q1 2024 Earnings Call Transcript |
| Q4 2023 24 Feb 2024 | Q4 2023 Earnings Call Transcript |
| Q3 2023 8 Nov 2023 | Q3 2023 Earnings Call Transcript |
| Q2 2023 6 Aug 2023 | Q2 2023 Earnings Call Transcript |
| Insider | Compensation |
|---|---|
| Mr. William C. Crager (1964) Co-Founder, Chief Executive Officer, Pres & Director | $1,270,000 |
| Mr. Stuart DePina (1961) Pres | $1,210,000 |
Mr. Peter H. D'Arrigo CFA (1968) Chief Financial Officer | $869,390 |
| Ms. Shelly S. O'Brien J.D. (1966) Chief Legal Officer, Gen. Counsel & Corporation Sec. | $624,160 |
| Mr. Joshua David Mayer (1974) Chief Operating Officer | $594,630 |
Envestnet: A Mixed View (Rating Downgrade)
AssetMark Sees Asset Inflow Improvement But Leading Indicators Are Cloudy
Envestnet Guides To Slow Revenue Growth In 2023
Envestnet: Activist Investor Involvement Is A Positive Development
Envestnet: Best Nearby Infotech Software Cap-Gain Stock Prospect
Envestnet: Watch New Data Platform And Q3 Results
Envestnet Revenue Flattens Amid Modernization Push
Envestnet: Staying Neutral Despite Ambitious Investor Day Targets
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When is Envestnet's next earnings date?
Unfortunately, Envestnet's (ENV) next earnings date is currently unknown.
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Does Envestnet pay dividends?
No, Envestnet does not pay dividends.
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How much money does Envestnet make?
Envestnet has a market capitalization of 3.49B and it's past years’ income statements indicate that its last revenue has increased compared to the previous period by 0.47% to 1.25B US dollars.
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What is Envestnet's stock symbol?
Envestnet, Inc. is traded on the NYSE under the ticker symbol "ENV".
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What is Envestnet's primary industry?
Company operates in the Technology sector and Software - Application industry.
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How do i buy shares of Envestnet?
Shares of Envestnet can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
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Who are Envestnet's key executives?
Envestnet's management team includes the following people:
- Mr. William C. Crager Co-Founder, Chief Executive Officer, Pres & Director(age: 61, pay: $1,270,000)
- Mr. Stuart DePina Pres(age: 64, pay: $1,210,000)
- Mr. Peter H. D'Arrigo CFA Chief Financial Officer(age: 57, pay: $869,390)
- Ms. Shelly S. O'Brien J.D. Chief Legal Officer, Gen. Counsel & Corporation Sec.(age: 59, pay: $624,160)
- Mr. Joshua David Mayer Chief Operating Officer(age: 51, pay: $594,630)
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Is Envestnet founder-led company?
Yes, Envestnet is a company led by its founder Mr. William C. Crager.
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How many employees does Envestnet have?
As Jul 2024, Envestnet employs 3,069 workers.
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When Envestnet went public?
Envestnet, Inc. is publicly traded company for more then 15 years since IPO on 29 Jul 2010.
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What is Envestnet's official website?
The official website for Envestnet is envestnet.com.
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Where are Envestnet's headquarters?
Envestnet is headquartered at 35 East Wacker Drive, Chicago, IL.
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How can i contact Envestnet?
Envestnet's mailing address is 35 East Wacker Drive, Chicago, IL and company can be reached via phone at +31 28272800.
Envestnet company profile:
Envestnet, Inc.
envestnet.comExchange:
NYSE
Full time employees:
3,069
Industry:
Software - Application
Sector:
Technology
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.
35 East Wacker Drive
Chicago, IL 60601
Chicago, IL 60601
CIK: 0001337619
ISIN: US29404K1060
CUSIP: 29404K106
