B
AssetMark Financial Holdings, Inc. AMK
$33.94 -$0.07-0.21%
Recommendation
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Volume
Avg Vol (90D)
Market Cap
Dividend & Yield
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52-Week Range
P/E (TTM)
EPS (TTM)
B
Buy 5/9/2024Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to B- from C+ on 5/9/2024 due to a noticeable increase in the total return index, efficiency index and growth index. Operating cash flow increased 211.02% from $15.25M to $47.42M, total revenue increased 20.28% from $158.18M to $190.27M, and net income increased 9.61% from $34.64M to $37.96M.
C
Hold 1/4/2024Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C+ from C on 1/4/2024 due to an increase in the volatility index.
C
Hold 10/4/2023Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to C from C+ on 10/4/2023 due to a noticeable decline in the volatility index and total return index.
C
Hold 5/8/2023Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to C+ from B- on 5/8/2023 due to a decline in the growth index, total return index and efficiency index. Earnings per share declined from $0.3466 to $0.23, net income declined 32.71% from $25.59M to $17.22M, and operating cash flow declined 12.47% from $44.7M to $39.13M.
B
Buy 4/25/2023Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to B- from C+ on 4/25/2023 due to a noticeable increase in the total return index, volatility index and efficiency index. Total capital increased 2.16% from $1.25B to $1.28B.
C
Hold 2/27/2023Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C+ from C on 2/27/2023 due to a noticeable increase in the total return index and volatility index.
C
Hold 11/10/2022Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C from C- on 11/10/2022 due to a large increase in the valuation index, efficiency index and growth index. Operating cash flow increased 35.13% from $29.85M to $40.33M, earnings per share increased from $0.34 to $0.4077, and net income increased 18.82% from $25.34M to $30.11M.
C
Hold 8/3/2022Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C- from D+ on 8/3/2022 due to an increase in the volatility index.
D
Sell 7/7/2022Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D+ from C- on 7/7/2022 due to a decline in the volatility index and total return index.
C
Hold 3/15/2022Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to C- from C on 3/15/2022 due to a noticeable decline in the total return index, volatility index and growth index. Operating cash flow declined 13.64% from $40.62M to $35.08M, EBIT declined 7.67% from $24.55M to $22.67M, and earnings per share declined from $0.168 to $0.1589.
C
Hold 11/11/2021Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C from D+ on 11/11/2021 due to a significant increase in the efficiency index, growth index and volatility index. Net income increased 22.67% from $9.99M to $12.25M, earnings per share increased from $0.1388 to $0.168, and EBIT increased 11.14% from $22.09M to $24.55M.
D
Sell 11/9/2021Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to D+ from D- on 11/9/2021 due to an increase in the volatility index and total return index.
D
Sell 11/8/2021Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D- from D+ on 11/08/2021.
D
Sell 8/6/2021Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to D+ from D on 8/6/2021 due to a significant increase in the growth index, volatility index and total return index. EBIT increased 265.32% from -$13.36M to $22.09M, earnings per share increased from -$0.13 to $0.1388, and operating cash flow increased 163.55% from $14.66M to $38.63M.
D
Sell 3/12/2021Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D from D+ on 3/12/2021 due to a significant decline in the efficiency index, volatility index and total return index. Net income declined 214.75% from $8.6M to -$9.87M, and total capital declined 4.17% from $1.06B to $1.01B.
D
Sell 2/19/2021Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to D+ from D on 2/19/2021 due to an increase in the volatility index and efficiency index. Net income increased 192.64% from -$9.28M to $8.6M, and total capital increased 1.84% from $1.04B to $1.06B.
D
Sell 8/31/2020Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D from D+ on 8/31/2020 due to a decline in the total return index.
D
Sell 8/14/2020Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to D+ from D on 8/14/2020 due to an increase in the volatility index, total return index and solvency index.
D
Sell 4/2/2020Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D from D+ on 4/2/2020 due to a major decline in the volatility index and total return index.
D
Sell 3/11/2020Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D+ from C- on 3/11/2020 due to a noticeable decline in the volatility index and total return index.
C
Hold 1/28/2020Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C- from D+ on 1/28/2020 due to an increase in the volatility index and total return index.
D
Sell 1/13/2020Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D+ from C- on 1/13/2020 due to a decline in the volatility index, efficiency index and growth index.
C
Hold 12/27/2019Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C- from D+ on 12/27/2019 due to a large increase in the volatility index.
D
Sell 11/29/2019Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to D+ from D on 11/29/2019 due to an increase in the volatility index and total return index.
D
Sell 11/13/2019Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D from D+ on 11/13/2019 due to a noticeable decline in the growth index, volatility index and total return index. Earnings per share declined from $0.0489 to -$0.0538, and EBIT declined 68.11% from $15.56M to $4.96M.
D
Sell 11/5/2019Downgrade
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D+ from C- on 11/5/2019 due to a decline in the volatility index.
C
Hold 10/21/2019Upgraded
AssetMark Financial Holdings, Inc. (AMK) was upgraded to C- from D+ on 10/21/2019 due to a noticeable increase in the volatility index and total return index.
D
Sell 10/10/2019None
AssetMark Financial Holdings, Inc. (AMK) was downgraded to D+ from U on 10/10/2019.
Weiss Ratings