AVTA Stock Overview Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. More details
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Avantax, Inc. Competitors Price History & Performance
Summary of share price highs, lows and changes for Avantax Historical stock prices Current Share Price US$25.99 52 Week High US$30.23 52 Week Low US$19.13 Beta 1.09 1 Month Change 0.85% 3 Month Change 25.62% 1 Year Change 6.21% 3 Year Change 99.31% 5 Year Change -18.91% Change since IPO 3.96%
Recent News & Updates
Avantax Appoints Andrew Erickson as Independent Financial Advisor Nov 27
Avantax, Inc. Files Form 15 Dec 07 Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500 Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders. Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders. Nov 28
Consensus EPS estimates fall by 43% Nov 13 See more updates
Avantax Appoints Andrew Erickson as Independent Financial Advisor Nov 27
Avantax, Inc. Files Form 15 Dec 07 Avantax, Inc.(NasdaqGS:AVTA) dropped from S&P Composite 1500 Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders. Aretec Group, Inc. completed the acquisition of Avantax, Inc. (NasdaqGS:AVTA) from a group of shareholders. Nov 28
Consensus EPS estimates fall by 43% Nov 13
New major risk - Financial position Nov 07
Third quarter 2023 earnings: EPS misses analyst expectations Nov 07
Price target decreased by 8.0% to US$28.67 Sep 12 Aretec Group, Inc. entered into an agreement to acquire Avantax, Inc. (NasdaqGS:AVTA) for $960 million. Sep 12
New major risk - Financial position Aug 11
Second quarter 2023 earnings: EPS misses analyst expectations Aug 10
Avantax, Inc. to Report Q2, 2023 Results on Aug 09, 2023 Aug 01
Avantax Reportedly Working with Adviser to Explore Possible Sale Jul 12
President exercised options and sold US$128k worth of stock May 28
Avantax Promotes Jennifer Hutchins to Co-Chief Investment Officer May 24
Avantax, Inc. Appoints Bruce Tuckey and Dave Renko as Regional Recruiting Director May 19
Avantax, Inc. Provides Earnings Guidance for the Full Year 2023 May 10
First quarter 2023 earnings: EPS and revenues miss analyst expectations May 10
Insider recently sold US$247k worth of stock Mar 09
Avantax, Inc. Provides Earnings Guidance for the Full Year 2023 Feb 17
Full year 2022 earnings released: EPS: US$0.065 (vs US$0.16 in FY 2021) Feb 17
Avantax, Inc. Appoints Melissa Loner as Chief Compliance Officer Feb 09
Avantax, Inc. to Report Q4, 2022 Results on Feb 15, 2023 Feb 07
Avantax, Inc. Announces Executive Changes Jan 27
DS Admiral Bidco, LLC acquired TaxACT Holdings, Inc. from Blucora, Inc. (NasdaqGS:BCOR). Dec 21 Blucora, Inc. (NasdaqGS:BCOR) announces an Equity Buyback for $450 million worth of its shares.
Independent Director recently bought US$119k worth of stock Nov 22
Price target increased to US$29.00 Nov 16
High number of new directors Nov 16
Price target increased to US$28.00 Nov 02
Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Nov 02 DS Admiral Bidco, LLC entered into a Stock Purchase Agreement to acquire TaxACT Holdings, Inc. from Blucora, Inc. (NasdaqGS:BCOR) for approximately $720 million.
Consensus forecasts updated Aug 15
Blucora, Inc. Provides Earnings Guidance for the Year Ending December 31, 2022 Aug 09
Second quarter 2022 earnings: EPS exceeds analyst expectations Aug 09
Blucora, Inc. to Report Q2, 2022 Results on Aug 08, 2022 Jul 22
Blucora, Inc.(NasdaqGS:BCOR) dropped from Russell 2000 Value Index Jun 26
Consensus forecasts updated May 31
Consensus forecasts updated May 11
First quarter 2022 earnings: EPS and revenues miss analyst expectations May 05
Blucora, Inc. Provides Earnings Guidance for the Full Year of Fiscal Year 2022 May 05
High number of new directors Apr 27
Blucora, Inc. to Report Q1, 2022 Results on May 04, 2022 Apr 21
High number of new directors Apr 02
President of Wealth Management exercised options to buy US$253k worth of stock. Mar 04
Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind Feb 17
Blucora, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022 Feb 17
Blucora, Inc. to Report Q4, 2021 Results on Feb 16, 2022 Feb 03
Independent Director recently bought US$825k worth of stock Dec 22
Third quarter 2021 earnings released: US$0.57 loss per share (vs US$0.55 loss in 3Q 2020) Nov 05
Price target increased to US$25.33 Nov 05
Independent Director John MacIlwaine has left the company Oct 03
Independent Director John MacIlwaine has left the company Sep 29
Ancora Holdings Issues Letter to the Board of Directors of Blucora Aug 10
Second quarter 2021 earnings released: EPS US$0.65 (vs US$1.04 in 2Q 2020) Aug 05
Blucora, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2021 Aug 05
Blucora: Investor Day Highlights Improved Medium-Term Outlook Jul 17
Price target increased to US$23.00 Jun 17
Consensus EPS estimates increase to -US$0.10 Jun 17
Blucora, Inc. Updates Earnings Outlook for the Second Quarter and Full Year 2021 Jun 16
Blucora forecasts Q2 and FY21 EPS above estimates Jun 15
First quarter 2021 earnings released: EPS US$0.57 (vs US$6.60 loss in 1Q 2020) May 07
Blucora, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal Year 2021 May 06
Blucora EPS beats by $0.08, misses on revenue May 05
Blucora, Inc., Annual General Meeting, Apr 21, 2021 Mar 16
New 90-day high: US$17.97 Mar 16
Blucora Announces Appointment of Tina Perry to the Board of Directors Mar 03
Shareholders Are Thrilled That The Blucora (NASDAQ:BCOR) Share Price Increased 154% Feb 19
Full year 2020 earnings released: US$7.14 loss per share (vs US$1.00 profit in FY 2019) Feb 19
Revenue and earnings beat expectations Feb 19
New 90-day high: US$17.48 Feb 02
Blucora, Inc. to Report Q4, 2020 Results on Feb 17, 2021 Jan 28
New 90-day high: US$16.60 Jan 16
New 90-day high: US$16.04 Dec 31
New 90-day high: US$13.86 Dec 10
Read This Before Selling Blucora, Inc. (NASDAQ:BCOR) Shares Nov 30
Blucora, Inc. Revises Its Earnings Guidance for Full Year of 2020 Nov 11
Price target raised to US$17.50 Nov 11 Shareholder Returns AVTA US Capital Markets US Market 7D 0.2% -2.1% -2.6% 1Y 6.2% 32.7% 23.1%
See full shareholder returns
Return vs Market: AVTA underperformed the US Market which returned 14.1% over the past year.
Price Volatility Is AVTA's price volatile compared to industry and market? AVTA volatility AVTA Average Weekly Movement 8.0% Capital Markets Industry Average Movement 4.1% Market Average Movement 6.3% 10% most volatile stocks in US Market 17.8% 10% least volatile stocks in US Market 3.1%
Stable Share Price: AVTA has not had significant price volatility in the past 3 months.
Volatility Over Time: AVTA's weekly volatility (8%) has been stable over the past year.
About the Company Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions.
Show more Avantax, Inc. Fundamentals Summary How do Avantax's earnings and revenue compare to its market cap? AVTA fundamental statistics Market cap US$957.11m Earnings (TTM ) US$239.00k Revenue (TTM ) US$729.64m
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) AVTA income statement (TTM ) Revenue US$729.64m Cost of Revenue US$440.26m Gross Profit US$289.39m Other Expenses US$289.15m Earnings US$239.00k
Last Reported Earnings
Sep 30, 2023
Earnings per share (EPS) 0.0065 Gross Margin 39.66% Net Profit Margin 0.033% Debt/Equity Ratio 68.9%
How did AVTA perform over the long term?
See historical performance and comparison
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2023/11/27 15:35 End of Day Share Price 2023/11/27 00:00 Earnings 2023/09/30 Annual Earnings 2022/12/31
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 Avantax, Inc. is covered by 15 analysts. 4 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 Alexander Paris Barrington Research Associates, Inc. Clayton Moran Benchmark Company Joshua Siegler Cantor Fitzgerald & Co.
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