Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
08/05/2022* -- Results Q2 2022 -- 0.46 --
08/05/2022* 17:00 EST Earnings Call Q2 2022 -- -- --
05/05/2022 -- Results Q1 2022 0.47 0.45 4.31%
05/05/2022 17:00 EST Earnings Call Q1 2022 -- -- --
02/24/2022 -- Results Q4 2021 0.50 0.50 0.60%
02/24/2022 17:00 EST Earnings Call Q4 2021 -- -- --
11/08/2021 -- Results Q3 2021 0.61 0.58 5.24%
11/08/2021 17:00 EST Earnings Call Q3 2021 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 08/05/2022 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 05/05/2022
Beat/Miss Upgrade
Return Since -29.70%
Last FQE 03/31/2022
Next FQE 06/30/2022

Profile

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Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provides research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation.
URL https://www.envestnet.com
Investor Relations URL https://investor.envestnet.com
HQ State/Province Illinois
Sector Technology
Industry Software - Application
Equity Style Small Cap/Blend
Next Earnings Release Aug. 05, 2022 (est.)
Last Earnings Release May. 05, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Sep. 16, 2011

Dividends

Dividend Per Share (TTM) 0.00
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market --
Yield to Sector --
Yield to Industry --
Last Dividend Amt. --
Dividend Frequency --
Last Ex-Dividend Date Sep. 16, 2011
Yield (TTM) 0.00%
Forward Yield --
Payout Ratio 0.00%
Cash Payout Ratio 0.00%
Consistent Payer (5Y) No
Consistent Growth (5Y) No

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-39.26%
18.09%
41.42%
-1.32%
41.55%
18.18%
-3.58%
-33.45%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
--
--
--
--
--
--
--
--
-53.19%
-14.40%
68.18%
-35.14%
58.33%
55.38%
-48.41%
-54.62%
-24.19%
-7.04%
36.76%
-34.39%
-6.02%
71.15%
63.30%
-44.95%
-31.58%
-7.69%
250.0%
-65.48%
-8.76%
996.0%
241.4%
-73.74%
As of July 01, 2022.

Profile

Edit
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s portfolio management consultants provides research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation.
URL https://www.envestnet.com
Investor Relations URL https://investor.envestnet.com
HQ State/Province Illinois
Sector Technology
Industry Software - Application
Equity Style Small Cap/Blend
Next Earnings Release Aug. 05, 2022 (est.)
Last Earnings Release May. 05, 2022
Next Ex-Dividend Date N/A
Last Ex-Dividend Date Sep. 16, 2011

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
CRMSX 7.206M USD 2.58%
NWKBX 25.67M USD 1.98%
CSCCX 52.42M USD 1.80%
JGLYX 58.47M USD 1.36%
LCGRX 29.44M USD 1.35%
SMFCX 7.246M USD 1.25%
FINX 7.153M USD 1.17%

Top Portfolio Holders

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