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Last Dividend
$9.00Annual ROE
77.48%Beta
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Sept 13, 2002Analyst ratings
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DALLAS, July 17, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a unique community within Cetera Holdings and a leader in tax-focused financial planning and wealth management, welcomes financial advisors John Surace, Kelly Powers and their S&P Financial Services team, based in Hauppauge, New York, in the heart of Long Island. Transferring to Avantax from Osaic, the team has approximately $150 million in client assets under administration as of June 2024*.
DALLAS, June 04, 2024 (GLOBE NEWSWIRE) -- Avantax® Inc., a leader in tax-focused financial planning and wealth management, welcomes Erin Hinzmann who joined Avantax Wealth Management (Avantax) via Alliance Wealth Strategies LLC. Hinzmann was previously affiliated with Ameriprise Financial and had approximately $120 million in client assets under administration as of May 2024*.
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On Monday, Avantax announced it has agreed to be acquired by Cetera Holdings in an all-cash transaction worth $1.2 billion. The deal still requires approval from shareholders and regulators, but is expected to close by the end of 2023.
Avantax (AVTA), a leader in tax-focused financial planning and wealth management, has agreed to be acquired by financial advisor, Cetera, in a deal valued at approximately $1.2 billion.
Avantax Inc. AVTA, +0.50% stock was up 2.6% in premarket trades Monday after it said it agreed to be acquired by Cetera Financial Group for $26 a share in a go-private deal that values the wealth management and tax preparation company at $1.2 billion, including debt. The price values Avantax at a roughly 30% premium to its closing stock price on Friday of $19.95 a share.
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Avantax, Inc. (NASDAQ:AVTA ) Q2 2023 Earnings Conference Call August 10, 2023 8:30 AM ET Company Participants Dee Littrell - Investor Relations Chris Walters - Chief Executive Officer Marc Mehlman - Chief Financial Officer Conference Call Participants Joshua Siegler - Cantor Fitzgerald Alexander Paris - Barrington Research Daniel Kurnos - The Benchmark Company Operator Welcome to the Q2 2023 Avantax Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.
Avantax rebranded from Blucora in Q1 and is now a pure-play wealth manager. Earnings were down in the second quarter, but revenue was up.
Avantax (AVTA) came out with quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.99 per share a year ago.
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