/AMK

AMK Stock - AssetMark Financial Holdings, Inc.

Q: What is the analyst price target for AMK?

Analyst price target information is not currently available for AMK.

Q: What is AMK's market cap?

Market capitalization information is not currently available for AMK.

Financial Services|Asset Management|NYSE

$35.24-0.06%

$0.02 (-0.06%) • Sep 4

GoAI Score

Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.

HOLD

Medium Confidence

Momentum

Momentum Score

Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.

Sentiment

Sentiment Score

Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).

Risk Score

Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.

Price Target

Average analyst price target from the last quarter. Shows expected upside/downside from current price.

+1.2%upside

Target: $35.66

AI Analysis PreviewPremium

Real-time AI-powered market analysis

Precise entry/exit price targets

Risk assessment & position sizing

Unlock GoAI Insights for AMK

Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.

Buy/Sell Signals

94% win rate on Alpha signals

Deep Analysis

Institutional-grade thesis

Real-Time Alerts

SMS & push notifications

Risk Scoring

Multi-factor analysis

Free 14-day trial • No credit card required

Financial Statements

Revenue & Profitability Trend

FY2019

FY2020

FY2021

FY2022

FY2023

← Swipe to see more →

Revenue

Net Income (Profit)

Net Loss

Key Metrics

Market CapN/A

P/E RatioN/A

Beta1.10

52W High$37.54

52W Low$22.92

Avg VolumeN/A

Income Statement (Fiscal Year)

Metric	FY2023	FY2022	FY2021	FY2020	FY2019
Revenue	$708.50M	$618.31M	$530.30M	$432.08M	$417.94M
Gross Profit	$318.68M	$289.69M	$181.34M	$120.20M	$131.94M
Gross Margin	45.0%	46.9%	34.2%	27.8%	31.6%
Operating Income	$193.52M	$143.28M	$48.55M	$5.82M	$27.17M
Net Income	$123.12M	$103.26M	$25.67M	$-7,812,000	$-420,000
Net Margin	17.4%	16.7%	4.8%	-1.8%	-0.1%
EPS	$1.66	$1.40	$0.36	$-0.12	$-0.01

Company Overview

AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platform for advisers for accessing a range of automated processes, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress to goal analysis, and client activity tracking; advisory services; and curated investment platform. It also offers SaaS-based financial planning, wellness, and client digital engagement solutions. The company also offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; and wealth management services for individual investors. It serves independent advisers who provide wealth management advice to the U.S. investors and advisers. The company was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.

Visit Website

Rating Distribution

Strong Buy

Buy / Outperform

50%

Hold / Neutral

50%

Sell / Underperform

Analyst Consensus🟡 Mixed

1 Bullish1 Neutral/Bearish

Price Targets

$35

Average Target

↓ 2.1% Downside

Now

$32

Low

$35

Average

$37

High

Based on 2 analysts

Recent Analyst Actions

Date	Firm	Action	Rating	Price Target
April 26th 2024	JP Morgan	Downgrade	Neutral	$37
April 25th 2024	William Blair	Downgrade	Market Perform	-
January 23rd 2023	JP Morgan	Upgrade	Overweight	$32← $24
July 25th 2022	William Blair	Resumed	Outperform	-

Earnings History & Surprises

AMK

Beat Rate

60%

Last 20 quarters

Avg Surprise

+2.8%

EPS vs Estimate

Beats / Misses

12/5

3 met exactly

Latest EPS

$0.66

Q3 2024

EPS Surprise History

Q4 22

+11.9%

$0.47vs$0.42

Q1 23

+4.5%

$0.46vs$0.44

Q2 23

-1.9%

$0.53vs$0.54

Q3 23

-3.5%

$0.55vs$0.57

Q4 23

+6.9%

$0.62vs$0.58

Q1 24

+3.5%

$0.59vs$0.57

Q2 24

0.0%

$0.60vs$0.60

Q3 24

0.0%

$0.66vs$0.66

Beat Estimate

Missed Estimate

Quarterly EPS Details

Period	Report Date	Estimated EPS	Actual EPS	Surprise	Result
Q3 2024	Jul 18, 2024	$0.66	$0.66	0.0%	= MET
Q2 2024	May 1, 2024	$0.60	$0.60	0.0%	= MET
Q1 2024	Feb 21, 2024	$0.57	$0.59	+3.5%	✓ BEAT
Q4 2023	Nov 6, 2023	$0.58	$0.62	+6.9%	✓ BEAT
Q3 2023	Aug 2, 2023	$0.57	$0.55	-3.5%	✗ MISS
Q2 2023	May 3, 2023	$0.54	$0.53	-1.9%	✗ MISS
Q1 2023	Feb 22, 2023	$0.44	$0.46	+4.5%	✓ BEAT
Q4 2022	Nov 1, 2022	$0.42	$0.47	+11.9%	✓ BEAT
Q3 2022	Aug 3, 2022	$0.41	$0.44	+7.3%	✓ BEAT
Q2 2022	Apr 28, 2022	$0.38	$0.39	+2.6%	✓ BEAT
Q1 2022	Feb 15, 2022	$0.34	$0.33	-2.9%	✗ MISS
Q4 2021	Nov 9, 2021	$0.39	$0.40	+2.6%	✓ BEAT
Q3 2021	Jul 28, 2021	$0.34	$0.36	+5.9%	✓ BEAT
Q2 2021	May 4, 2021	$0.32	$0.30	-6.3%	✗ MISS
Q1 2021	Feb 11, 2021	$0.27	$0.31	+14.8%	✓ BEAT
Q4 2020	Nov 10, 2020	$0.24	$0.25	+4.2%	✓ BEAT
Q3 2020	Aug 4, 2020	$0.20	$0.22	+10.0%	✓ BEAT
Q2 2020	May 5, 2020	$0.27	$0.24	-11.1%	✗ MISS
Q1 2020	Feb 26, 2020	$0.25	$0.27	+8.0%	✓ BEAT
Q4 2019	Nov 5, 2019	$0.25	$0.25	0.0%	= MET

Frequently Asked Questions about AMK

What is AMK's current stock price?

AssetMark Financial Holdings, Inc. (AMK) is currently trading at $35.24 per share. The stock has moved -0.06% today.

What is the analyst price target for AMK?

The average analyst price target for AMK is $35.67, based on 1 analyst.

What sector is AssetMark Financial Holdings, Inc. in?

AssetMark Financial Holdings, Inc. operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NYSE exchange.

What is AMK's market cap?

AssetMark Financial Holdings, Inc. has a market capitalization of $2.64 billion, making it a mid-cap company.

Does AMK pay dividends?

No, AssetMark Financial Holdings, Inc. does not currently pay a dividend to shareholders.