66.30
-0.57 (-0.85%)
Market Trend
| Short Term | Medium Term | ||
| Industry | Software - Application (US) | Mixed | Bullish |
| Software - Application (Global) | Mixed | Bullish | |
| Stock | Envestnet, Inc | Bullish | Bearish |
Analyst Consensus
3 Buy, 3 Hold
Avg. Price @ Call: 59.49
|
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 provide 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, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools. |
|
| Sector | Technology |
| Industry | Software - Application |
| Investment Style | Small Core |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Impactive Capital Lp | 31 Mar 2024 | 4,183,865 |
| Van Berkom & Associates Inc. | 31 Mar 2024 | 1,769,673 |
| Stephens Investment Management Group Llc | 31 Mar 2024 | 1,652,784 |
| Rgm Capital, Llc | 31 Mar 2024 | 1,343,546 |
| 52 Weeks Range |
33.12 - 68.83
|
|
| Price Target Range | ||
| High | 79.00 (JMP Securities, 19.16%) | Buy |
| Median | 62.00 (-6.49%) | |
| Low | 45.00 (JP Morgan, -32.13%) | Hold |
| Average | 62.33 (-5.98%) | |
| Total | 3 Buy, 3 Hold | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Jefferies | 08 May 2024 | 59.00 (-11.01%) | Hold | 63.76 |
| RBC Capital | 08 May 2024 | 64.00 (-3.47%) | Hold | 63.76 |
| 23 Feb 2024 | 56.00 (-15.54%) | Hold | 52.97 | |
| JMP Securities | 17 Apr 2024 | 79.00 (19.16%) | Buy | 62.20 |
| 09 Apr 2024 | 79.00 (19.16%) | Buy | 59.61 | |
| DA Davidson | 02 Apr 2024 | 67.00 (1.06%) | Buy | 57.11 |
| Raymond James | 02 Apr 2024 | 60.00 (-9.50%) | Buy | 57.11 |
| JP Morgan | 23 Feb 2024 | 45.00 (-32.13%) | Hold | 52.97 |
No data within this time range.
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2024 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |