30E Stock Overview Through its subsidiaries, provides wealth management software and services in the United States and internationally. More details
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Envestnet, Inc. Competitors Price History & Performance
Summary of share price highs, lows and changes for Envestnet Historical stock prices Current Share Price US$59.50 52 Week High US$63.00 52 Week Low US$33.40 Beta 1.25 1 Month Change 4.39% 3 Month Change 7.21% 1 Year Change 76.04% 3 Year Change -12.50% 5 Year Change -6.30% Change since IPO 645.71%
Recent News & Updates
Envestnet, Inc. Announces Board Changes Nov 27 Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc completed the acquisition of Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others. Nov 25
Third quarter 2024 earnings released: US$0.03 loss per share (vs US$0.13 profit in 3Q 2023) Nov 08
Envestnet, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Oct 18
Envestnet Unveils New Technology for Rias at Future Proof 2024 Sep 16
Second quarter 2024 earnings released: US$1.44 loss per share (vs US$0.39 loss in 2Q 2023) Aug 11 See more updates
Envestnet, Inc. Announces Board Changes Nov 27 Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc completed the acquisition of Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others. Nov 25
Third quarter 2024 earnings released: US$0.03 loss per share (vs US$0.13 profit in 3Q 2023) Nov 08
Envestnet, Inc. to Report Q3, 2024 Results on Nov 07, 2024 Oct 18
Envestnet Unveils New Technology for Rias at Future Proof 2024 Sep 16
Second quarter 2024 earnings released: US$1.44 loss per share (vs US$0.39 loss in 2Q 2023) Aug 11
Envestnet, Inc. to Report Q2, 2024 Results on Aug 09, 2024 Aug 07 Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc. agreed to acquire Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others for $3.6 billion. Jul 12
Bain Capital, LP, Reverence Capital Partners, L.P., BlackRock, Inc. (NYSE:BLK), FMR LLC, Franklin Resources, Inc. (NYSE:BEN) and State Street Global Advisors, Inc. agreed to acquire Envestnet, Inc. (NYSE:ENV) from BlackRock, Inc. (NYSE:BLK), FMR LLC and others for $3.6 billion. Jul 11
Envestnet, Inc.(NYSE:ENV) dropped from Russell 2000 Growth-Defensive Index
First quarter 2024 earnings released: EPS: US$0.046 (vs US$0.76 loss in 1Q 2023) May 08
Envestnet, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2024 May 08
Envestnet, Inc. to Report Q1, 2024 Results on May 07, 2024 Apr 17
Envestnet, Inc., Annual General Meeting, May 08, 2024 Apr 06
Envestnet, Inc. Appoints James Fox as Interim CEO, Effective April 1, 2024 Mar 15 Envestnet, Inc. Reports Goodwill Impairment Charges for the Fourth Quarter Ended December 31, 2023 Feb 23
Envestnet, Inc. to Report Q4, 2023 Results on Feb 22, 2024 Feb 02
Envestnet Launches RIA Growth Lab Jan 23
Envestnet, Inc. Announces Executive Changes Jan 09 Envestnet, Inc. Provides Earnings Guidance for the Fourth Quarter Ended Full Year 2023
New minor risk - Share price stability Dec 01
Envestnet Provides Earnings for the Fourth Quarter and Full Year Ending December 31, 2023 Nov 10
Third quarter 2023 earnings released: EPS: US$0.13 (vs US$0.13 loss in 3Q 2022) Nov 09
Envestnet, Inc. to Report Q3, 2023 Results on Nov 08, 2023 Oct 19 Envestnet, Inc. Announces Chief Financial Officer Changes Sep 26
Envestnet, Inc. Provides Earnings Guidance for the Third Quarter and Full Year Ending December 31, 2023 Aug 04
Second quarter 2023 earnings released: US$0.39 loss per share (vs US$0.42 loss in 2Q 2022) Aug 04
Envestnet, Inc. (NYSE:ENV) acquired an unknown minority stake in Ategenos Capital LLC. Jun 22
Co-Founder recently sold €362k worth of stock Jun 17
Insider recently sold €202k worth of stock May 25
Envestnet | PMC Launches ActivePassive ETFs, Combining Attributes of Active & Passive Management in One Cost-Effective Portfolio Solution May 10
First quarter 2023 earnings released: US$0.76 loss per share (vs US$0.25 loss in 1Q 2022) May 05
Chief Legal Officer recently sold €459k worth of stock Apr 02
Full year 2022 earnings released: US$1.47 loss per share (vs US$0.24 profit in FY 2021) Feb 24
Envestnet, Inc. to Report Q4, 2022 Results on Feb 23, 2023 Feb 10
Insufficient new directors Nov 16
Impactive Capital LP Issues a Letter to Envestnet Inc Nov 16
Third quarter 2022 earnings released: US$0.13 loss per share (vs US$0.21 profit in 3Q 2021) Nov 10
Envestnet, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2022 Nov 09 Envestnet, Inc. Launches the Wealth Data Platform to Drive its Financial Wellness Ecosystem into the Future
Insider recently sold €73k worth of stock Aug 26
Second quarter 2022 earnings released: US$0.42 loss per share (vs US$0.15 loss in 2Q 2021) Aug 05
Envestnet, Inc. Provides Revenue Guidance for the Third Quarter Ending September 30, 2022 and Full Year Ending December 31, 2022 Aug 05
Envestnet, Inc. to Report Q2, 2022 Results on Aug 04, 2022 Jul 22
Envestnet Names Ron Ransom to Lead Its New Environmental, Social & Governance Office Jul 20
Envestnet, Inc. (NYSE:ENV) acquired Redi2 Technologies, Inc. Jul 07
Envestnet Announces Management Changes Jun 09
Envestnet, Inc. (NYSE:ENV) acquired 401kplans.com LLC. Jun 02
First quarter 2022 earnings released: US$0.25 loss per share (vs US$0.28 profit in 1Q 2021) May 06
Envestnet Provides Revenue Guidance for Second Quarter Ending June 30, 2022 and Full Year Ending December 31, 2022 May 06
Insufficient new directors Apr 27
Envestnet, Inc. to Report Q1, 2022 Results on May 05, 2022 Apr 15 Envestnet Reportedly Sale Process Down to Two Bidders
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Feb 25
Envestnet, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022 and Full Year Ending December 31, 2022 Feb 25
Envestnet, Inc. to Report Q4, 2021 Results on Feb 24, 2022 Feb 11
President recently sold €1.2m worth of stock Dec 30
Insufficient new directors Dec 06
Third quarter 2021 earnings released: EPS US$0.21 (vs US$0.036 in 3Q 2020) Nov 09
Envestnet, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2021 and Full Year Ending December 31, 2021 Aug 08
Second quarter 2021 earnings released: US$0.15 loss per share (vs US$0.092 loss in 2Q 2020) Aug 06
Envestnet, MoneyGuide Launches My Plan Builder, a Client-Facing On-ramp to Building a Financial Plan Aug 04
Executive Officer Scott Grinis has left the company Jul 01 Shareholder Returns 30E DE Software DE Market 7D 0.8% -1.0% -1.6% 1Y 76.0% 65.3% 6.8%
See full shareholder returns
Return vs Market: 30E exceeded the German Market which returned 8.5% over the past year.
Price Volatility Is 30E's price volatile compared to industry and market? 30E volatility 30E Average Weekly Movement 1.6% Software Industry Average Movement 5.1% Market Average Movement 4.9% 10% most volatile stocks in DE Market 11.6% 10% least volatile stocks in DE Market 2.4%
Stable Share Price: 30E has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: 30E's weekly volatility (2%) has been stable over the past year.
About the Company Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which 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.
Show more Envestnet, Inc. Fundamentals Summary How do Envestnet's earnings and revenue compare to its market cap? 30E fundamental statistics Market cap €3.36b Earnings (TTM ) -€251.14m Revenue (TTM ) €1.28b
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) 30E income statement (TTM ) Revenue US$1.34b Cost of Revenue US$920.49m Gross Profit US$416.31m Other Expenses US$677.83m Earnings -US$261.52m
Last Reported Earnings
Sep 30, 2024
Earnings per share (EPS) -4.73 Gross Margin 31.14% Net Profit Margin -19.56% Debt/Equity Ratio 167.2%
How did 30E perform over the long term?
See historical performance and comparison
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/11/25 10:46 End of Day Share Price 2024/11/22 00:00 Earnings 2024/09/30 Annual Earnings 2023/12/31
Data Sources The data used in our company analysis is from S&P Global Market Intelligence LLC . The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
Package Data Timeframe Example US Source * Company Financials 10 years Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here .
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Analyst Sources Envestnet, Inc. is covered by 20 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
Analyst Institution Ishan Majumdar Baptista Research Eric Bertrand Barclays Alexander Paris Barrington Research Associates, Inc.
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