James Johnson - Envestnet Independent Director
| ENV Stock | USD 61.71 1.62 2.56% |
Director
Mr. James A. Johnson is Independent Director of Envestnet, Inc., since 2000. Mr. Johnson is a General Partner and Founder of Apex Venture Partners, LLC or Apex, a private equity firm, which he founded in 1988. Prior to founding Apex, Mr. Johnson was one of three founding partners of Knightsbridge Partners, Inc., a private investment firm. Prior to Knightsbridge, Mr. Johnson served in senior management roles with Beatrice Foods Co., including corporate Chief Financial Officer and Senior Vice President of its 6 billion U.S. Foods subsidiary. Mr. Johnson received an MBA from Northwestern University and a BS from Loyola University. Mr. Johnson has experience with a broad range of companies and industries acquired as a result of the review and analysis of investments by Apex and Knightsbridge Partners. The Board also benefits from Mr. Johnsons experience in senior financial and management roles at Beatrice Foods and his education in business administration. since 2000.
| Age | 78 |
| Tenure | 24 years |
| Professional Marks | MBA |
| Address | 1000 Chesterbrook Boulevard, Berwyn, PA, United States, 19312 |
| Phone | 312 827 2800 |
| Web | https://www.envestnet.com |
James Johnson Latest Insider Activity
Tracking and analyzing the buying and selling activities of James Johnson against Envestnet stock is an integral part of due diligence when investing in Envestnet. James Johnson insider activity provides valuable insight into whether Envestnet is net buyers or sellers over its current business cycle. Note, Envestnet insiders must abide by specific rules, including filing SEC forms every time they buy or sell Envestnet'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
James Johnson over a week ago Acquisition by James Johnson of 2098 shares of Bridgewater Bancshares subject to Rule 16b-3 | ||
James Johnson over two weeks ago Acquisition by James Johnson of 153 shares of Werner Enterprises at 38.0675 subject to Rule 16b-3 | ||
James Johnson over a month ago Disposition of 10000 shares by James Johnson of Bridgewater Bancshares at 11.6558 subject to Rule 16b-3 |
Envestnet Management Efficiency
The company has Return on Asset of 0.0138 % which means that on every $100 spent on assets, it made $0.0138 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.3663) %, meaning that it generated no profit with money invested by stockholders. Envestnet's management efficiency ratios could be used to measure how well Envestnet manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to climb to -0.45 in 2024. Return On Capital Employed is likely to drop to 0.01 in 2024. At this time, Envestnet's Non Currrent Assets Other are fairly stable compared to the past year. Other Current Assets is likely to climb to about 54 M in 2024, whereas Non Current Assets Total are likely to drop slightly above 838.9 M in 2024.Similar Executives
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Management Performance
| Return On Equity | -0.37 | ||||
| Return On Asset | 0.0138 |
Envestnet Leadership Team
Elected by the shareholders, the Envestnet's board of directors comprises two types of representatives: Envestnet inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Envestnet. The board's role is to monitor Envestnet's management team and ensure that shareholders' interests are well served. Envestnet's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Envestnet's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Sharon Rosenthal, Chief Officer | ||
| Dawn Newsome, Chief Business Operations Officer | ||
| Grace Wagner, Director Relations | ||
| Stuart DePina, President | ||
| Charles Roame, Vice Chairman of the Board | ||
| Richard Aneser, Chief Officer | ||
| Scott Grinis, Chief Technology Officer | ||
| Chris Shutler, Head of Market Intelligence | ||
| Dana CFA, CoChief Solutions | ||
| Jillian Munro, Chief Officer | ||
| Judson Bergman, Chairman of the Board, Chief Executive Officer | ||
| Valerie Mosley, Independent Director | ||
| Yves Sisteron, Lead Independent Director | ||
| Matthew Majoros, Senior Reporting | ||
| Victor Bonilla, Vice President - Strategic Relationships | ||
| Peter DArrigo, Chief Financial Officer | ||
| Cynthia Egan, Independent Director | ||
| Christopher CFA, Head Intelligence | ||
| Anil Arora, CEO, Vice Chairman of the Board | ||
| Zachary Karabell, Head Consultant | ||
| James Johnson, Independent Director | ||
| Gayle Crowell, Independent Director | ||
| Donna Peeples, Chief Relationship Officer | ||
| Shelly OBrien, Chief Legal Officer, General Counsel, Corporate Secretary | ||
| Ross Chapin, Independent Director | ||
| Joshua Mayer, Chief Operating Officer | ||
| Pete DArrigo, CFO | ||
| Shelly JD, General Officer | ||
| Robert Coppola, Chief Technology Officer | ||
| Luis Aguilar, Independent Director | ||
| Dana DAuria, Co-Chief Investment Officer | ||
| James Fox, Non-Executive Independent Chairman of the Board | ||
| Dani Fava, Head Development | ||
| Gregory Smith, Independent Director | ||
| Peter CFA, Chief Officer | ||
| Jason OShaughnessy, Head Sales | ||
| Mary Dugan, Chief Officer | ||
| Rose Palazzo, Group Planning | ||
| Joshua Warren, Chief Officer | ||
| William Crager, President, Interim Chief Executive Officer | ||
| Brian CFA, Head Relations | ||
| Thomas CFA, Executive Lines | ||
| Brandon Thomas, Chief Investment Officer | ||
| Farouk Ferchichi, Group Analytics |
Envestnet Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Envestnet a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -0.37 | ||||
| Return On Asset | 0.0138 | ||||
| Profit Margin | (0.19) % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 4.38 B | ||||
| Shares Outstanding | 55.07 M | ||||
| Shares Owned By Insiders | 1.17 % | ||||
| Shares Owned By Institutions | 98.83 % | ||||
| Number Of Shares Shorted | 4.4 M | ||||
| Price To Earning | 130.74 X |
Envestnet Investors Sentiment
The influence of Envestnet's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Envestnet. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Envestnet's public news can be used to forecast risks associated with an investment in Envestnet. The trend in average sentiment can be used to explain how an investor holding Envestnet can time the market purely based on public headlines and social activities around Envestnet. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Envestnet's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Envestnet's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Envestnet's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Envestnet.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Envestnet in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Envestnet's short interest history, or implied volatility extrapolated from Envestnet options trading.
Pair Trading with Envestnet
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Envestnet position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Envestnet will appreciate offsetting losses from the drop in the long position's value.Moving against Envestnet Stock
| 0.81 | U | Unity Software Financial Report 8th of May 2024 | PairCorr |
| 0.79 | VS | Versus Systems Financial Report 20th of May 2024 | PairCorr |
| 0.77 | QH | QuhuoLtd | PairCorr |
| 0.76 | PD | Pagerduty Financial Report 6th of June 2024 | PairCorr |
| 0.71 | WK | Workiva Financial Report 7th of May 2024 | PairCorr |
The ability to find closely correlated positions to Envestnet could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Envestnet when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Envestnet - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Envestnet to buy it.
The correlation of Envestnet is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Envestnet moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Envestnet moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Envestnet can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Envestnet. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. For more information on how to buy Envestnet Stock please use our How to Invest in Envestnet guide.You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
Complementary Tools for Envestnet Stock analysis
When running Envestnet's price analysis, check to measure Envestnet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Envestnet is operating at the current time. Most of Envestnet's value examination focuses on studying past and present price action to predict the probability of Envestnet's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Envestnet's price. Additionally, you may evaluate how the addition of Envestnet to your portfolios can decrease your overall portfolio volatility.
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Is Envestnet's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Envestnet. If investors know Envestnet will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Envestnet listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 6 | Earnings Share (4.38) | Revenue Per Share 22.873 | Quarterly Revenue Growth 0.085 | Return On Assets 0.0138 |
The market value of Envestnet is measured differently than its book value, which is the value of Envestnet that is recorded on the company's balance sheet. Investors also form their own opinion of Envestnet's value that differs from its market value or its book value, called intrinsic value, which is Envestnet's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Envestnet's market value can be influenced by many factors that don't directly affect Envestnet's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Envestnet's value and its price as these two are different measures arrived at by different means. Investors typically determine if Envestnet is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Envestnet's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.