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    Envestnet upgraded by DA Davidson with a new price target

    2/28/22 9:23:16 AM ET
    $ENV
    Business Services
    Consumer Discretionary
    Get the next $ENV alert in real time by email
    DA Davidson upgraded Envestnet from Neutral to Buy and set a new price target of $86.00
    Get the next $ENV alert in real time by email

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    Recent Analyst Ratings for
    $ENV

    DatePrice TargetRatingAnalyst
    7/18/2024$78.00 → $63.00Buy → Neutral
    DA Davidson
    5/8/2024$47.00 → $59.00Underperform → Hold
    Jefferies
    1/6/2023$63.00 → $71.00Strong Buy → Outperform
    Raymond James
    7/25/2022Outperform
    William Blair
    3/7/2022$95.00 → $90.00Buy
    Truist Securities
    2/28/2022$86.00Neutral → Buy
    DA Davidson
    2/25/2022$86.00Neutral → Buy
    DA Davidson
    1/10/2022$97.00 → $101.00Market Outperform
    JMP Securities
    More analyst ratings

    $ENV
    Press Releases

    Fastest customizable press release news feed in the world

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    Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600

    NEW YORK, Nov. 19, 2024 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600: Flex Ltd (NASD: FLEX) will replace Azenta Inc. (NASD: AZTA) in the S&P MidCap 400, and Azenta will replace Envestnet Inc. (NYSE:ENV) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, November 25. Bain Capital is acquiring Envestnet in a deal expected to be completed soon, pending final closing conditions. Azenta's market capitalization is no longer representative of the mid-cap market space.Concentra Group Holdings Inc. (NYSE:CON) will replace Myers Industries Inc. (NYSE:MYE) in the S&P SmallCap 600 effective prior to the openin

    11/19/24 5:56:00 PM ET
    $AZTA
    $CON
    $ENV
    Industrial Machinery/Components
    Technology
    Medical Specialities
    Health Care

    Envestnet Reports Third Quarter 2024 Financial Results

    Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and nine months ended September 30, 2024.     Three months ended       Nine months ended     Key Financial Metrics   September 30,   %   September 30,   % (in millions, except per share data)     2024     2023   Change     2024       2023     Change GAAP:                         Total revenue   $ 345.9     $ 316.8   9%   $ 1,019.2    

    11/7/24 4:05:00 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    Envestnet Launches Customizable Options Strategy, Helping Investors Harvest the Volatility Risk Premium and Mitigate the Risk of Concentrated Stock Positions

    New Options Strategy Quantitative Portfolio (QP) is the Latest Solution to Emerge from Envestnet Affiliate QRG's Systematic Approach to Investment Management Advisors can Offer a Personalized Solution for Mitigating the Risk of a Concentrated Stock Holding, While Offsetting Capital Gains, Over Multiple Years BERWYN, Pa., Oct. 28, 2024 /PRNewswire/ -- Envestnet, a leading provider of integrated technology, data intelligence and wealth solutions—and also one of the largest direct index separately managed account providers—has launched an Options Strategy Quantitative Portfolio (QP) to address the market volatility, tax risk, and liquidity risk associated with concentrated stock positions, and

    10/28/24 8:00:00 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Wolfe Lauren Taylor bought $88,493 worth of shares (1,670 units at $52.99) (SEC Form 4)

    4 - ENVESTNET, INC. (0001337619) (Issuer)

    3/19/24 6:01:33 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    Wolfe Lauren Taylor bought $1,626,301 worth of shares (31,162 units at $52.19) (SEC Form 4)

    4 - ENVESTNET, INC. (0001337619) (Issuer)

    3/8/24 4:46:07 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    SEC Filings

    View All

    SEC Form 15-12G filed by Envestnet Inc

    15-12G - ENVESTNET, INC. (0001337619) (Filer)

    12/5/24 8:00:25 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    SEC Form EFFECT filed by Envestnet Inc

    EFFECT - ENVESTNET, INC. (0001337619) (Filer)

    12/2/24 12:15:07 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    SEC Form EFFECT filed by Envestnet Inc

    EFFECT - ENVESTNET, INC. (0001337619) (Filer)

    12/2/24 12:15:03 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Director Wolfe Lauren Taylor returned $264,527,204 worth of shares to the company (4,188,871 units at $63.15) (SEC Form 4)

    4 - ENVESTNET, INC. (0001337619) (Issuer)

    11/25/24 4:43:59 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    Director Crowell Gayle A returned $1,321,540 worth of shares to the company (20,927 units at $63.15), closing all direct ownership in the company (SEC Form 4)

    4 - ENVESTNET, INC. (0001337619) (Issuer)

    11/25/24 4:05:18 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    Director Aguilar Luis A returned $1,462,617 worth of shares to the company (23,161 units at $63.15), closing all direct ownership in the company (SEC Form 4)

    4 - ENVESTNET, INC. (0001337619) (Issuer)

    11/25/24 4:05:21 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Envestnet downgraded by DA Davidson with a new price target

    DA Davidson downgraded Envestnet from Buy to Neutral and set a new price target of $63.00 from $78.00 previously

    7/18/24 8:22:21 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    Envestnet upgraded by Jefferies with a new price target

    Jefferies upgraded Envestnet from Underperform to Hold and set a new price target of $59.00 from $47.00 previously

    5/8/24 6:24:20 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    Envestnet downgraded by Raymond James with a new price target

    Raymond James downgraded Envestnet from Strong Buy to Outperform and set a new price target of $71.00 from $63.00 previously

    1/6/23 7:35:03 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    Financials

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    Envestnet to Release Third Quarter 2024 Results on November 7, 2024

    Envestnet (NYSE:ENV), a leading provider of integrated technology, data intelligence and wealth solutions, today announced that the Company will release its third quarter 2024 financial results on Thursday, November 7, 2024 after market close. Due to the pending transaction with Bain Capital, the Company will not be providing guidance for the fourth quarter and will not host a conference call or webcast to review the third quarter 2024 financial results. About Envestnet Envestnet is helping to lead the growth of wealth managers and transforming the way financial advice is delivered through its ecosystem of connected technology, advanced insights, and comprehensive solutions – backed by i

    10/17/24 4:05:00 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    KBW Announces Index Rebalancing for Third-Quarter 2024

    NEW YORK, Sept. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE:SF), announces the upcoming index rebalancing for the third quarter of 2024. This quarter, there are constituent changes within three of our indexes: the KBW Nasdaq Financial Technology Index (Index Ticker: KFTX, ETF Ticker: FTEK.LN), KBW Nasdaq Financial Sector Dividend Yield Index (Index Ticker: KDX, ETF Ticker: KBWD), and KBW Nasdaq Premium Yield Equity REIT Index (Index Ticker: KYX, ETF Ticker: KBWY). These changes will be effective prior to the opening of business

    9/13/24 8:30:00 PM ET
    $APPF
    $ENV
    $RILY
    Computer Software: Prepackaged Software
    Technology
    Business Services
    Consumer Discretionary

    Envestnet Reports Second Quarter 2024 Financial Results

    Envestnet (NYSE:ENV), a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for the three and six months ended June 30, 2024.     Three months ended       Six months ended     Key Financial Metrics   June 30,   %   June 30,   % (in millions, except per share data)     2024       2023     Change     2024       2023     Change GAAP:            

    8/9/24 8:00:00 AM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    Leadership Updates

    Live Leadership Updates

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    Flex Set to Join S&P MidCap 400; Azenta and Concentra Group Holdings to Join S&P SmallCap 600

    NEW YORK, Nov. 19, 2024 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600: Flex Ltd (NASD: FLEX) will replace Azenta Inc. (NASD: AZTA) in the S&P MidCap 400, and Azenta will replace Envestnet Inc. (NYSE:ENV) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, November 25. Bain Capital is acquiring Envestnet in a deal expected to be completed soon, pending final closing conditions. Azenta's market capitalization is no longer representative of the mid-cap market space.Concentra Group Holdings Inc. (NYSE:CON) will replace Myers Industries Inc. (NYSE:MYE) in the S&P SmallCap 600 effective prior to the openin

    11/19/24 5:56:00 PM ET
    $AZTA
    $CON
    $ENV
    Industrial Machinery/Components
    Technology
    Medical Specialities
    Health Care

    Masimo Appoints Timothy Scannell and Wendy Lane to Board of Directors

    Mr. Scannell and Ms. Lane will Add Valuable Medical Technology, Finance and Corporate Governance Experience to Expanded Eight-Member Board Masimo Corporation (NASDAQ:MASI), a leading global medical innovator, today announced the appointments of Timothy J. Scannell and Wendy E. Lane to the Company's Board of Directors (the "Board"), effective immediately. Following these appointments, the Board will consist of eight directors. Quentin Koffey, Lead Independent Director of Masimo, stated, "We are pleased to welcome Tim and Wendy as our newest independent directors. Both are high-caliber professionals who will bring critical perspectives to the Board and possess expertise that closely aligns

    10/18/24 9:00:00 AM ET
    $ENV
    $LH
    $MASI
    Business Services
    Consumer Discretionary
    Medical Specialities
    Health Care

    JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC.

    Succeeds Pete D'Arrigo Who Will Assist During Transition BERWYN, Pa., Sept. 25, 2023 /PRNewswire/ -- Envestnet, Inc. (NYSE:ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of Business Strategy for iShares and Index Investments for BlackRock. Warren will succeed Peter H. D'Arrigo who served as Chief Financial Officer since 2008. Warren will ini

    9/25/23 4:05:00 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    $ENV
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13D/A filed by Envestnet Inc

    SC 13D/A - ENVESTNET, INC. (0001337619) (Subject)

    11/25/24 4:40:41 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    SEC Form SC 13G/A filed by Envestnet Inc (Amendment)

    SC 13G/A - ENVESTNET, INC. (0001337619) (Subject)

    2/13/24 5:04:31 PM ET
    $ENV
    Business Services
    Consumer Discretionary

    SEC Form SC 13G/A filed by Envestnet Inc (Amendment)

    SC 13G/A - ENVESTNET, INC. (0001337619) (Subject)

    12/7/23 2:45:25 PM ET
    $ENV
    Business Services
    Consumer Discretionary