AVTA - Avantax, Inc.
| Previous Close | 22.64 |
| Open | 22.73 |
| Bid | 22.92 x 1400 |
| Ask | 22.94 x 900 |
| Day's Range | 22.59 - 22.99 |
| 52 Week Range | 16.02 - 30.23 |
| Volume | |
| Avg. Volume | 392,652 |
| Market Cap | 884.825M |
| Beta (5Y Monthly) | 1.26 |
| PE Ratio (TTM) | N/A |
| EPS (TTM) | -0.02 |
| Earnings Date | Aug 07, 2023 - Aug 11, 2023 |
| Forward Dividend & Yield | N/A (N/A) |
| Ex-Dividend Date | Jan 09, 2008 |
| 1y Target Est | 31.17 |
GlobeNewswireAvantax Earns 2023 Great Place to Work Certification
DALLAS, May 24, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification. Great Place to Work is the global authority on workplace culture, employee experience and leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. The certification is based on anonymous feedback from employees, who rated Avantax highly in several key areas, including
GlobeNewswireAvantax Promotes Jennifer Hutchins to Co-Chief Investment Officer
Hutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for Avantax’s independent Financial Professionals and accounting firms Co-Chief Investment Officer Jennifer Hutchins, Co-Chief Investment Officer of Avantax DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, today announced the promotion of Jennifer Hutchins, CFA®, to Co-Chief Investment Officer (CIO) alongside Ivan Gruhl, CFA®. Hutchi
- GlobeNewswire
Avantax Expands Business Development Team with Veteran Financial Services Recruiters, each with More than 30 Years of Experience
Bruce Tuckey and Dave Renko bring decades of experience to their roles at Avantax and will help expand the Avantax Community of accounting firms and tax-focused Financial ProfessionalsDALLAS, May 18, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, today announced the expansion of its business development team adding Bruce Tuckey and Dave Renko as regional recruiting directors. The team’s expansion follows record-breaking results including full
- GlobeNewswire
Avantax Reports Robust Recruiting Pipeline as Prospects Continue to See Tax-Advantaged Wealth Management as a Preferred Growth Pathway
Avantax reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firmsDALLAS, May 10, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning and wealth management, continued to have a robust recruiting pipeline during the first quarter as growth-minded Financial Professionals and accounting firms look to leverage Avantax’s value proposition of serving c
ZacksAvantax (AVTA) Reports Q1 Loss, Lags Revenue Estimates
Avantax (AVTA) delivered earnings and revenue surprises of -105% and 2.35%, respectively, for the quarter ended March 2023. Do the numbers hold clues to what lies ahead for the stock?
- GlobeNewswire
Avantax Reports First Quarter 2023 Results
Avantax continues to post record results in revenue, net new assets and percentage of total client assets held in advisory accounts. Also, for the first time in 7 years, the Company posted organic growth in our FP counts. DALLAS, May 08, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the first quarter ended March 31, 2023. First Quarter Highlights and Recent Developments Avant
- GlobeNewswire
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionalsDALLAS, May 03, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, welcomes Walter “Wally” Pardo, CWS®️, PPC™ and his New Jersey-based Wealth Financial Partners LLC team. Pardo is looking to Avantax for new growth opportunities, including the ability to expand servi
ZacksAnalysts Estimate Houlihan Lokey (HLI) to Report a Decline in Earnings: What to Look Out for
Houlihan Lokey (HLI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
ZacksAnalysts Estimate Avantax (AVTA) to Report a Decline in Earnings: What to Look Out for
Avantax (AVTA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
- GlobeNewswire
Avantax to Announce First Quarter 2023 Financial Results Monday, May 8, 2023
DALLAS, April 24, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its first quarter 2023 financial results following market close on Monday, May 8, 2023. A conference call for members of the investment community will be held on Tuesday, May 9, 2023 at 8:30 a.m. ET during which the Company will discuss its first quarter 2023 results, its outlook and other bu
Simply Wall St.Those who invested in Avantax (NASDAQ:AVTA) three years ago are up 104%
The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But when you pick a company...
- GlobeNewswire
Avantax Announces Corrected Probation Factor for Modified Dutch Auction Tender Offer
DALLAS, March 01, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-focused financial solutions, earlier announced the final results of its modified “Dutch auction” tender offer for up to $250 million of its common stock at a price per share not less than $27.00 and not more than $31.00, which expired at 12:00 midnight, New York City time, at the end of the day on February 24, 2023. In that announcement, the Company indicated that it would purch
- GlobeNewswire
Avantax, Inc. Announces Final Results of Tender Offer
DALLAS, March 01, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-focused financial solutions, announced today the final results of its modified “Dutch auction” tender offer for up to $250 million of its common stock at a price per share not less than $27.00 and not more than $31.00, which expired at 12:00 midnight, New York City time, at the end of the day on February 24, 2023. The Company accepted 8,333,333 shares for purchase at a purchase
- GlobeNewswire
Avantax, Inc. Announces Preliminary Results of Tender Offer
DALLAS, Feb. 27, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax-focused financial solutions, announced today the preliminary results of its modified “Dutch auction” tender offer for up to $250 million of its common stock at a price per share not less than $27.00 and not more than $31.00, which expired at 12:00 midnight, New York City time, at the end of the day on February 24, 2023. In accordance with the terms and conditions of the tender of
GlobeNewswireAvantax Sets Record with Approximately $1.7 Billion in Full-Year 2022 Newly Recruited Assets, up Approximately 79% from the Prior Year
Financial Professionals are joining Avantax to differentiate and grow their practices by adopting Avantax’s tax-advantaged approach to financial planning and wealth managementDALLAS, Feb. 21, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022 newly recruited assets of approximately $1.7 billion, an increase of approximately 79% over 2021. “Avantax is the
- GlobeNewswire
Avantax Reports Fourth Quarter 2022 Results
DALLAS, Feb. 15, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of technology-enabled, tax focused financial solutions, today announced financial results for the fourth quarter ended December 31, 2022. Fourth Quarter and Full Year 2022 Highlights and Recent Developments Following the close of the TaxAct sale in December, the Company changed its corporate name and ticker symbol to Avantax, Inc. and AVTA, respectively. In the fourth quarter and for the year, Avantax set
- GlobeNewswire
Avantax Appoints Melissa Loner as Chief Compliance Officer
DALLAS, Feb. 08, 2023 (GLOBE NEWSWIRE) -- Avantax®, a leader in tax-focused financial planning, today announced the appointment of Melissa Loner, AIF® as Vice President and Chief Compliance Officer. With more than 25 years of experience in the financial services industry, Loner has worked as a financial planner in addition to numerous corporate leadership roles. She has spent a significant portion of her career in the Home Office of various independent firms, working in due diligence, marketing,
- GlobeNewswire
Avantax to Announce Fourth Quarter 2022 Financial Results Wednesday, February 15, 2023
DALLAS, Feb. 06, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA), a leading provider of tax-focused wealth management services, that empowers people to improve their financial wellness, will announce its fourth quarter 2022 financial results following market close on Wednesday, February 15, 2023. A conference call for members of the investment community will be held on Thursday, February 16, 2023 at 8:30 a.m. ET during which the Company will discuss its fourth quarter 2022 results, its out
- GlobeNewswire
Avantax, Inc. Commences a Modified Dutch Auction Tender Offer to Repurchase up to $250 Million of its Common Stock
DALLAS, Jan. 27, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA) (formerly known as Blucora, Inc., the “Company”) announced today that it has commenced a modified “Dutch auction” tender offer (the “Tender Offer”) to purchase for cash up to $250 million of its common stock, par value $0.0001 per share (“Common Stock”), at a price per share not less than $27.00 and not greater than $31.00, less any applicable withholding taxes and without interest, using proceeds from the Company’s recent sa
- GlobeNewswire
Avantax Announces Appointment of Tabitha Bailey as Chief Legal Officer and Corporate Secretary
DALLAS, Jan. 26, 2023 (GLOBE NEWSWIRE) -- Avantax, Inc. (NASDAQ: AVTA) (formerly known as Blucora, Inc. (NASDAQ: BCOR)), a leading provider of tax-focused wealth management services, today announced that Tabitha Bailey has been appointed Chief Legal Officer and Corporate Secretary, succeeding Ann J. Bruder, who has stepped down from her role as Chief Legal, Development and Administration Officer after nearly six years in the role. Ms. Bruder has agreed to continue to work with Avantax in a consu
