Envestnet (ENV) Stock Price
Envestnet Price
Over the last 18 years Envestnet grew revenue by 21.0% annually, reaching 1.25 B USD. Earnings per share have grown at 2.7% per year over the last 15 years. For Envestnet, the net margin of -19.2% is down versus -1.9% a few years ago. The consensus 12-month price target for Envestnet is 64.41 USD, about 2.0% above where the stock trades today. Of 14 analysts, 0 rate the stock a buy — an overall Hold consensus.
Envestnet stock price
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Stock Price
ⓘHow to Read This Chart
This chart tracks the historical stock price of Envestnet over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.
Total Return vs. Price Return
The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.
Intraday Price Data
When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Envestnet stock reacts to market openings, earnings releases, or breaking news throughout the trading session.
What to Look For
Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Envestnet's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.
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Envestnet Revenue, EBIT, Net Income
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Envestnet Income Statement, Balance Sheet, Cash Flow Statement
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| EBITM USD |
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| NET INCOME GROWTH% |
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| 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024e | 2025e | 2026e | 2027e | 2028e | 2029e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0.35 | 0.42 | 0.58 | 0.68 | 0.81 | 0.90 | 1.00 | 1.19 | 1.24 | 1.25 | 1.38 | 1.56 | 1.78 | 1.84 | 2.00 | 2.08 |
| 43.80 | 20.69 | 37.62 | 18.17 | 18.89 | 10.84 | 10.89 | 18.84 | 4.47 | 0.48 | 11.16 | 12.50 | 14.00 | 3.38 | 8.77 | 4.31 |
| 56.90 | 61.67 | 68.69 | 67.94 | 67.49 | 69.00 | 69.34 | 64.25 | 62.23 | 26.27 | 26.27 | 26.27 | 26.27 | 26.27 | 26.27 | 26.27 |
| 198.00 | 259.00 | 397.00 | 464.00 | 548.00 | 621.00 | 692.00 | 762.00 | 771.00 | 327.00 | 363.51 | 408.95 | 466.20 | 481.96 | 524.25 | 546.84 |
| 21.00 | 18.00 | -23.00 | 16.00 | 14.00 | -18.00 | 19.00 | 40.00 | -65.00 | -214.00 | 208.00 | -55.00 | -63.00 | -65.00 | -70.00 | 301.00 |
| 6.03 | 4.29 | -3.98 | 2.34 | 1.72 | -2.00 | 1.90 | 3.37 | -5.25 | -17.19 | 15.03 | -3.53 | -3.55 | -3.54 | -3.51 | 14.46 |
| 14.00 | 4.00 | -55.00 | -3.00 | 5.00 | -17.00 | -2.00 | 13.00 | -85.00 | -238.00 | 160.00 | 179.00 | 220.00 | 223.00 | 258.00 | – |
| 366.67 | -71.43 | -1,475.00 | -94.55 | -266.67 | -440.00 | -88.24 | -750.00 | -753.85 | 180.00 | -167.23 | 11.88 | 22.91 | 1.36 | 15.70 | – |
| 37.24 | 39.02 | 43.16 | 46.96 | 47.75 | 54.04 | 55.73 | 54.68 | 56.08 | 54.69 | 54.69 | 54.69 | 54.69 | 54.69 | 54.69 | 54.69 |
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Income Statement Key Figures
ⓘRevenue and Revenue Growth
Revenue is the starting point of every income statement — it measures the total sales Envestnet generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.
Gross Margin
Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Envestnet retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Envestnet's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.
EBIT and EBIT Margin
EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.
Net Income and Earnings Per Share (EPS)
Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.
Shares Outstanding
The total number of shares Envestnet has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.
Analyst Estimates
The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Envestnet's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.
Envestnet stock margins
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Envestnet Stock Revenue, EBIT, Earnings per Share
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Envestnet business model & stock analysis
Envestnet SWOT Analysis
Strengths
Envestnet Inc has a strong market presence and is a leading provider of unified wealth management solutions, with a comprehensive suite of tools and technology.
The company's extensive network of financial institutions and advisors provides a wide customer base, generating a significant revenue stream.
Envestnet has a reputation for innovation and continuously enhancing its products and services to meet the evolving needs of the industry and its clients.
Weaknesses
Envestnet Inc heavily relies on its technology platforms, and any disruptions or failures could potentially impact its operations and customer service.
The company's growth strategy heavily relies on acquisitions, which can be costly and pose integration challenges.
Envestnet faces intense competition in the wealth management sector, and failure to differentiate its offerings may result in market share loss.
Opportunities
The increasing demand for digital wealth management solutions presents significant growth opportunities for Envestnet, as more investors seek convenient and accessible financial services.
Expansion into new markets or geographic regions could allow Envestnet to tap into untapped customer segments and diversify its revenue streams.
Envestnet can leverage advancements in artificial intelligence and data analytics to further enhance its platform capabilities and provide personalized investment recommendations to clients.
Threats
The regulatory environment surrounding the financial industry remains uncertain and may lead to increased compliance requirements and potential legal challenges for Envestnet.
Cybersecurity threats pose a risk to Envestnet's technology infrastructure and the sensitive client information stored within its systems.
Competitors, both established players and emerging fintech startups, pose a threat to Envestnet's market share by offering similar services or disruptive technologies.
Envestnet Employees
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Envestnet Segments
Envestnet Revenue by Segment (1/6)
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Envestnet Revenue by Segment (2/6)
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Envestnet Revenue by Segment (3/6)
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Envestnet Revenue by Segment (5/6)
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Envestnet Revenue by Segment (6/6)
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Envestnet Revenue by Region
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Envestnet Eulerpool Fair Value
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Fair Value Estimate
ⓘWhat Is Fair Value?
Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.
Earnings-Based Fair Value
Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.
Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021
Revenue-Based Fair Value
Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"
Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021
Dividend-Based Fair Value
Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.
Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021
How to Use This Chart
When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.
Envestnet historical P/E ratio, EBIT multiple, and P/S ratio
Envestnet annual returns
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Annual Return
ⓘWhat This Chart Shows
This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.
Price Return
Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.
Dividend Return
Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.
What to Look For
Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.
Envestnet shares outstanding
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Current Envestnet forecasts and price targets in August 2026
Analyst Price Targets 2026Envestnet Analyst Rating Actions
| Date | Firm | Action | Rating | Reliability |
|---|---|---|---|---|
| 9/18/2024 | Maintained | Neutral | – | |
| 7/18/2024 | Downgrade | BuyNeutral | – | |
| 7/16/2024 | Downgrade | BuyNeutral | 51 | |
| 7/11/2024 | Downgrade | OutperformMarket Perform | – | |
| 5/8/2024 | Maintained | Sector Perform | 52 | |
| 5/8/2024 | Upgrade | UnderperformHold | 47 | |
| 4/17/2024 | Maintained | Market Outperform | – | |
| 4/9/2024 | Maintained | Market Outperform | – | |
| 4/2/2024 | Maintained | Outperform | 74 | |
| 4/2/2024 | Maintained | Buy | – |
Eulerpool Reliability Score (0–100): measures how often a firm’s bullish or bearish calls were directionally correct three months later, blended with the average return following its calls. Every rating we record is stored permanently and scores update continuously; firms with fewer than 3 measured calls are not scored yet.
Envestnet Earnings Estimates & Surprises
| Date | EPS estimate | EPS Actual | Revenue Estimate | Price reaction | Quarterly report |
|---|---|---|---|---|---|
| 11/6/2024 | 0.69USD | - | 351.88 MUSD | - | 2024 Q3 |
| 5/2/2024 | 0.55USD | - | 322.04 MUSD | - | 2024 Q1 |
| 2/21/2024 | 0.53USD | - | 315.09 MUSD | - | 2023 Q4 |
| 11/6/2023 | 0.56USD | - | 343.27 MUSD | - | 2023 Q3 |
| 8/2/2023 | 0.52USD | - | 326.62 MUSD | - | 2023 Q2 |
| 5/3/2023 | 0.46USD | - | 311.29 MUSD | - | 2023 Q1 |
| 2/22/2023 | 0.44USD | - | 300.73 MUSD | - | 2022 Q4 |
| 11/8/2022 | 0.42USD | - | 307.17 MUSD | - | 2022 Q3 |
| 8/4/2022 | 0.46USD | - | 328.76 MUSD | - | 2022 Q2 |
| 5/5/2022 | 0.45USD | - | 328.47 MUSD | - | 2022 Q1 |
EESG©
Eulerpool ESG Scorecard© for the Envestnet stock
EEnvironment
20
Environment
SSocial
20
Social
GGovernance (Corporate Governance)
4
Governance (Corporate Governance)
The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.
Envestnet shareholder structure
| % | Name |
|---|---|
11.24755% | |
9.64821% | |
7.68282% | |
4.53369% | |
3.56989% | |
3.33026% |
Envestnet Beneficial Ownership Filings (SEC 13D/G)
| Stake | Holder | Filing |
|---|---|---|
14.00% | SEC ↗ | |
11.90% | SEC ↗ | |
11.80% | SEC ↗ | |
9.39% | SEC ↗ | |
7.80% | SEC ↗ | |
7.80% | SEC ↗ | |
7.80% | SEC ↗ | |
7.20% | SEC ↗ | |
7.20% | SEC ↗ | |
7.20% | SEC ↗ |
Envestnet Executives and Management Board
11 members · avg. age 62 · 55 % women
Mr. William Crager (59)
Chief Executive Officer, Director · since 2002
6.92 M USD
Management
Ms. Shelly O'Brien (57)
Chief Legal Officer, General Counsel, Corporate Secretary
Mr. Joshua Warren
Chief Financial Officer
Board of Directors
Mr. James Fox (71)
Independent Chairman of the Board
Mr. Gregory Smith (58)
Independent Director
Ms. Gayle Crowell (72)
Independent Director
Mr. Luis Aguilar (69)
Independent Director
Ms. Valerie Mosley (63)
Independent Director
Ms. Wendy Lane (71)
Independent Director
Frequently asked questions about Envestnet
The business model of Envestnet Inc revolves around providing technology-enabled solutions for financial advisors and institutions. Envestnet offers a comprehensive platform that integrates various services, including wealth management, portfolio management, and financial planning tools. By leveraging technology and data analytics, Envestnet aims to enhance the efficiency and effectiveness of the advisory process, enabling advisors to better serve their clients. With a focus on enabling holistic financial wellness, Envestnet's platform facilitates personalized advice, goal-based investment strategies, and collaborative client engagement, empowering advisors to deliver superior financial outcomes. Envestnet's technology-driven solutions and expertise have made them a leading player in the wealth management industry.
Envestnet Inc is primarily active in the financial technology and wealth management industries.
Some of the main competitors of Envestnet Inc in the market include BlackRock, Fidelity Investments, and Morningstar.
Envestnet Inc, established in 1999, is a leading provider of wealth management solutions and services for financial advisors. Headquartered in Chicago, the company empowers advisors with advanced technology, data-driven insights, and a wide range of investment products. Envestnet's history is marked by continuous growth and innovation, allowing it to evolve into a trusted partner for thousands of advisors worldwide. With its integrated platform, Envestnet enables advisors to deliver personalized financial advice, streamline operations, and enhance client outcomes. As a leader in the industry, Envestnet Inc remains committed to driving the democratization of wealth management and supporting advisors in navigating the complexities of financial markets.
Envestnet Inc has achieved several significant milestones throughout its history. One of their notable achievements was being named as the Best in Class Provider by Family Wealth Report in 2019. Additionally, Envestnet Inc received the "Best Strategy and Innovation Award" from the Compliance Week in 2018. They have also expanded their client base and global presence, providing their cutting-edge technology and wealth management solutions to a wide range of clients worldwide. Envestnet Inc's commitment to innovation, client satisfaction, and recognition in the industry has helped solidify its position as a leading provider in the financial services industry.
Envestnet Inc is primarily present in the United States.
Envestnet Inc is dedicated to empowering financial advisors and institutions to deliver better outcomes for their clients. The company's core values revolve around innovation, integrity, collaboration, and client focus. Envestnet's corporate philosophy centers on providing cutting-edge technology solutions, data-driven insights, and comprehensive investment solutions to enhance the advisory process. By leveraging advanced technologies and offering an open architecture platform, Envestnet enables advisors to customize and optimize their client's financial strategies. With a focus on transparency, ethical conduct, and client-centricity, Envestnet Inc aims to revolutionize the wealth and asset management industry, ultimately improving financial wellness for individuals and institutions alike.
Analysts currently set an average price target of 65.92 USD for the Envestnet stock (median: 64.41 USD), implying +4.4 % versus the latest price. The consensus is based on 14 analyst ratings.
14 analysts currently rate the Envestnet stock: 0 recommend buying, 9 holding and 5 selling. For 2026, analysts expect Envestnet to generate revenue of 1.78 B USD and earnings per share of 4.03 USD.
Converted at the current exchange rate, the Envestnet share trades at 54.68 EUR (63.14 USD).
The Envestnet share (ENV) is listed on 3 stock exchanges, including: NYSE (ENV), Frankfurt (30E.F), SIX (Zürich) (30E.SW).
Envestnet Inc is a leading provider of integrated wealth management solutions for financial advisors, banks, and institutional investors. The company offers a wide range of products and services to help clients optimize their wealth accumulation and make informed investment decisions. One of Envestnet Inc's main divisions is Envestnet Wealth Solutions, which provides a comprehensive platform for financial planning, data analysis, and portfolio management. This platform is capable of creating, optimizing, and managing complex portfolios through the use of big data analytics and machine learning. It automatically scans the market for opportunities and develops new strategies to stay successful in a dynamic environment. Another important business area of Envestnet Inc is Tamarac, which offers a state-of-the-art technological platform for portfolio management, model building, and trading. This platform is aimed at independent wealth managers and allows them to make asset management more effective, faster, and cost-efficient in order to better serve the needs of their clients. As part of Envestnet's broader offering, Envestnet MoneyGuide also provides a comprehensive platform for individual financial planning and advice. With this offering, financial advisors and clients can compare different financial strategies and make informed decisions. Envestnet also offers extensive solutions for institutional investors. Invesco provides institutional investors with the opportunity to align their investment strategies and risk management to maximize returns. Overall, Envestnet Inc's business model is focused on providing a wide range of financial services and solutions. It relies on innovative technologies and automated processes to make quick and accurate investment decisions and fulfill customer needs. With its diverse product portfolios and services, Envestnet offers its clients the flexibility to receive tailored offerings and enable the implementation of individual investment strategies.
The expected revenue of Envestnet is 1.78 B USD. This figure is based on current financial data and reflects the company's business performance.
The expected profit of Envestnet is 220.46 M USD. The net profit reflects the company's profitability after deducting all expenses.
The price-to-earnings ratio (P/E) of Envestnet is currently 15.66. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Envestnet stock.
The price-to-sales ratio (P/S) of Envestnet is currently 1.95. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Envestnet stock.
The Eulerpool Quality Score for Envestnet is 3/10.
The ISIN of Envestnet is US29404K1060. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.
The WKN of Envestnet is A1C2NW. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.
The ticker of Envestnet is ENV. The ticker symbol is used to trade Envestnet shares on the stock exchange.
Envestnet paid dividends every year for the past 0 years.
Envestnet is assigned to the 'Information technology' sector.
The dividends of Envestnet are distributed in USD.
Envestnet stock
Envestnet Peer Group
Envestnet Ticker
Envestnet FIGI
All fundamentals and in-depth analysis of Envestnet
Our stock analysis for Envestnet stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Envestnet. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.