Waddell & Reed Financial Company Profile (NYSE:WDR)

Analyst Ratings

Consensus Ratings for Waddell & Reed Financial (NYSE:WDR) (?)
Ratings Breakdown: 3 Sell Rating(s), 6 Hold Rating(s), 1 Buy Rating(s)
Consensus Rating:Hold (Score: 1.80)
Consensus Price Target: $24.67 (34.35% upside)

Analysts' Ratings History for Waddell & Reed Financial (NYSE:WDR)
Show:
DateFirmActionRatingPrice TargetActions
7/12/2016Citigroup Inc.UpgradeSell -> Neutral$16.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
7/11/2016Jefferies GroupReiterated RatingHold$23.00 -> $18.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
6/1/2016Royal Bank Of CanadaLower Price TargetOutperform$49.00 -> $44.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
4/28/2016Piper Jaffray Cos.Reiterated RatingNeutral$28.00 -> $25.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
4/27/2016Morgan StanleyReiterated RatingSellView Rating Details  Tweet This Rating  Share This Rating on StockTwits
4/12/2016Sandler O'NeillLower Price Target$24.00 -> $23.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
3/15/2016Bank of America Corp.DowngradeNeutral -> UnderperformView Rating Details  Tweet This Rating  Share This Rating on StockTwits
2/4/2016Keefe, Bruyette & WoodsLower Price TargetMarket Perform$30.00 -> $26.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
2/3/2016Credit Suisse Group AGLower Price TargetUnderperform$25.00 -> $20.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
1/22/2016William BlairDowngradeHoldView Rating Details  Tweet This Rating  Share This Rating on StockTwits
1/7/2016SusquehannaLower Price TargetNeutral$35.00 -> $30.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
2/4/2015Sterne Agee CRTDowngradeBuy -> Neutral$60.00 -> $51.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
1/14/2015Goldman Sachs Group Inc.DowngradeBuy -> Neutral$49.00View Rating Details  Tweet This Rating  Share This Rating on StockTwits
12/2/2014Evercore ISIInitiated CoverageHoldView Rating Details  Tweet This Rating  Share This Rating on StockTwits
(Data available from 7/27/2014 forward)

Earnings

Earnings History for Waddell & Reed Financial (NYSE:WDR)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallActions
7/26/2016        
7/26/2016Q216$0.48$0.59$312.82 million$319.20 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
4/26/2016Q116$0.56$0.45$332.27 million$385.46 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
2/2/2016Q415$0.75$0.76$350.27 million$390.40 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
10/27/2015Q315$0.72$0.58$372.23 million$376.10 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
7/28/2015Q215$0.83$0.80$388.62 million$394.00 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
4/28/2015Q115$0.83$0.80$381.24 million$385.00 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
2/3/2015Q314$0.90$0.97$389.36 million$397.20 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
7/29/2014Q214$0.91$0.98$405.90 million$400.60 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
4/29/2014Q114$0.85$0.88$388.87 million$390.40 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
2/4/2014Q413$0.83$0.92$370.47 million$375.00 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
10/29/2013Q313$0.70$0.80$335.30 million$347.10 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
7/30/2013Q2 2013$0.64$0.67$329.30 million$331.70 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
4/23/2013Q1 2013$0.61$0.63$312.56 million$316.60 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
1/29/2013Q4 2012$0.58$0.61$301.02 million$278.40 millionViewListenView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
10/31/2012$0.56$0.61ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
7/26/2012$0.53$0.52ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
4/30/2012$0.49$0.55ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
1/31/2012$0.48$0.46ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
10/25/2011$0.52$0.46ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
7/26/2011$0.57$0.58ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
4/26/2011$0.54$0.53ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
1/31/2011$0.50$0.54ViewN/AView Earnings Details  Tweet This Announcement  Share This Announcement on StockTwits
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for Waddell & Reed Financial (NYSE:WDR)
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20163$0.50$0.56$0.53
Q2 20163$0.41$0.45$0.43
Q3 20163$0.50$0.55$0.52
Q4 20162$0.50$0.55$0.53
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for Waddell & Reed Financial (NYSE:WDR)
Annual Dividend:$1.84
Dividend Yield:10.02%
Payout Ratio:71.04% (Based on Trailing 12 Months of Earnings)
96.34% (Based on Current Year Consensus EPS Estimate)
98.92% (Based on Next Year Consensus EPS Estimate)
Dividend Growth:19.80% (3 Year Average)

Dividend History for Waddell & Reed Financial (NYSE:WDR)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable DateShare
6/20/2016quarterly$0.467/7/20167/11/20168/1/2016Tweet This Announcement  Share This Announcement on StockTwits
3/28/2016quarterly$0.464/14/20164/18/20165/2/2016Tweet This Announcement  Share This Announcement on StockTwits
10/28/2015Quarterly$0.461/7/20161/11/20162/1/2016Tweet This Announcement  Share This Announcement on StockTwits
10/28/2015quarterly$0.461/11/20163/1/2016Tweet This Announcement  Share This Announcement on StockTwits
9/21/2015quarterly$0.4310/7/201510/12/201511/2/2015Tweet This Announcement  Share This Announcement on StockTwits
6/22/2015quarterly$0.433.45%7/9/20157/13/20158/3/2015Tweet This Announcement  Share This Announcement on StockTwits
3/20/2015quarterly$0.434/8/20154/10/20155/1/2015Tweet This Announcement  Share This Announcement on StockTwits
12/18/2014quarterly$0.433.51%1/8/20151/12/20152/2/2015Tweet This Announcement  Share This Announcement on StockTwits
9/22/2014quarterly$0.3410/13/201411/3/2014Tweet This Announcement  Share This Announcement on StockTwits
6/20/2014quarterly$0.342.17%7/9/20147/11/20148/1/2014Tweet This Announcement  Share This Announcement on StockTwits
4/3/2014quarterly$0.341.87%4/10/20144/14/20145/1/2014Tweet This Announcement  Share This Announcement on StockTwits
12/19/2013quarterly$0.342.12%1/9/20141/13/20142/3/2014Tweet This Announcement  Share This Announcement on StockTwits
9/20/2013quarterly$0.282.15%10/9/201310/11/201311/1/2013Tweet This Announcement  Share This Announcement on StockTwits
9/20/2013quarterly$0.2811/1/201310/11/2013Tweet This Announcement  Share This Announcement on StockTwits
6/24/2013quarterly$0.287/11/20138/1/2013Tweet This Announcement  Share This Announcement on StockTwits
3/20/2013quarterly$0.282.61%4/8/20134/10/20135/1/2013Tweet This Announcement  Share This Announcement on StockTwits
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Waddell & Reed Financial (NYSE:WDR)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionActions
5/26/2015Dennis E LogueDirectorSell2,700$48.30$130,410.00View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
12/19/2014Michael L AveryPresidentSell10,000$48.96$489,600.00View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
9/3/2014Melissa A ClouseVPSell1,298$56.83$73,765.34View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
5/20/2014Thomas ButchCMOSell17,217$59.02$1,016,147.34View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
5/1/2014Wendy HillsSVPSell6,461$67.97$439,154.17View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
2/6/2014James RainesDirectorSell4,143$67.73$280,605.39View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
12/10/2013Michael AveryPresidentSell7,500$63.01$472,575.00View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
11/8/2013Philip James SandersSVPSell13,000$63.72$828,360.00View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
8/9/2013Michael AveryPresidentSell10,000$51.30$513,000.00View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
8/1/2013Michael D StrohmCOOSell26,540$52.90$1,403,966.00View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
3/22/2013Ronald C ReimerDirectorSell6,371$42.98$273,825.58View SEC Filing  Tweet This Trade  Share This Trade on StockTwits
(Data available from 1/1/2013 forward)

Headlines

Latest Headlines for Waddell & Reed Financial (NYSE:WDR)
DateHeadline
07/26/16 07:47 PMWaddell & Reed Financial (WDR) Henry John Herrmann on Q2 2016 Results - Earnings Call Transcript - Seeking Alpha
07/26/16 07:47 PMBear of the Day: Waddell & Reed Financial, Inc. (WDR) - Investorplace.com
07/26/16 01:04 PMBear of the Day: Waddell & Reed Financial, Inc. (WDR) - InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips Waddell & Reed Financial recently beat on its earnings, but its long-term trends make WDR a stock to sell The post Bear of the Day: Waddell & Reed Financial, Inc. (WDR) appeared first on InvestorPlace.
07/26/16 10:48 AMCan Shares Of Waddell & Reed Financial, Inc. (NYSE:WDR) Hit $29? - Investor Newswire
07/26/16 10:48 AMStock Earnings Estimates under Consideration: Waddell & Reed Financial, Inc. (NYSE:WDR) - Post Registrar
07/25/16 07:25 PMWaddell & Reed Financial : & Reed Appoints Daniel Scherman as Chief Risk Officer For Investments
07/25/16 03:18 PMWaddell & Reed Appoints Daniel Scherman as Chief Risk Officer For Investments - [at noodls] - OVERLAND PARK, Kan.--(BUSINESS WIRE)-- Waddell & Reed Financial, Inc. (NYSE: WDR) announced today the appointment of Daniel G. Scherman, CFA, as Senior Vice President of its investment adviser subsidiaries, ...
07/19/16 07:25 PMOption Market: Waddell & Reed Financial Inc Risk Hits An Elevated Level - CML News
07/19/16 12:22 PMETF’s with exposure to Waddell & Reed Financial, Inc. : July 19, 2016 -
07/19/16 08:10 AMWaddell & Reed Financial, Inc. Provides Notice of Conference Call - Business Wire (press release)
07/19/16 08:10 AMIs $29 Price Target Attainable For Waddell & Reed Financial, Inc. (NYSE:WDR)? - Investor Newswire
07/19/16 08:10 AMShares of Waddell & Reed Financial (WDR) Rally 10.36% - Trade Calls
07/19/16 05:45 AMWaddell & Reed Financial, Inc. Provides Notice of Conference Call - [Business Wire] - Waddell & Reed Financial, Inc. is expected to announce second quarter financial and operational results before the market opens on Tuesday, July 26, 2016 and host a conference call at 9:00 a.m.
07/18/16 05:46 AMShare Performance Summary for: Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
07/17/16 05:46 AMCitigroup recorded (NYSE:WDR) Waddell & Reed Financial Inc., stepping up its stock price target to $16 earlier today - Breaking Finance News
07/16/16 06:30 PMCitigroup recorded (NYSE:WDR) Waddell & Reed Financial Inc., stepping up its stock price target to $16 earlier today
07/14/16 10:52 AMShares Turning Downward: Waddell & Reed Financial, Inc. (NYSE:WDR) - Telanagana Press
07/13/16 07:33 PMWaddell & Reed Financial Inc Realized Volatility Hits Extreme Level - CML News
07/12/16 10:52 AMContinental Advisors LLC Increased Waddell & Reed Finl INC (NYSE:WDR) by $4.02 Million as Shares Declined - Press Telegraph
07/12/16 10:52 AMStrong Sell Calls For Waddell & Reed Financial, Inc. (NYSE:WDR) At 1 - Investor Newswire
07/12/16 10:52 AMWaddell & Reed Financial, Inc. (NYSE:WDR) Earns Consensus Sell Rating - Review Fortune
07/11/16 07:03 PMJefferies Keeps Rating And Lowers Price Target On Waddell & Reed Financial, Inc. (WDR)
07/11/16 05:46 AMWall Street Ratings and Target Price Views on Waddell & Reed Financial, Inc. (NYSE:WDR) - Telanagana Press
07/11/16 05:46 AMCompany Shares of Waddell & Reed Financial (NYSE:WDR) Drops by -2.35% - Trade Calls
07/11/16 05:46 AMStock Performance Rundown on: Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
07/08/16 10:02 AMCan Waddell & Reed Financial, Inc. (NYSE:WDR) Improve on the Earnings Front? - Engelwood Daily
07/08/16 10:02 AMCompany Stock Focus for Waddell & Reed Financial, Inc. (NYSE:WDR): Which Way Will Shares Head? - Press Telegraph
07/07/16 09:54 AMShares Declining and Worrying Investors: Waddell & Reed Financial, Inc. (NYSE:WDR) - Telanagana Press
07/07/16 09:54 AMPerformance Recap and Target Perspective on Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
07/07/16 09:54 AMWaddell & Reed Financial (WDR) : Analyst Rating Update - Trade Calls
07/06/16 07:44 PMWaddell & Reed Financial, Inc. (WDR) Ex-Dividend Date Scheduled for July 07, 2016 - Nasdaq
07/06/16 05:45 AMWaddell & Reed Financial, Inc. (NYSE:WDR) Stock Update: Check on Ratings and Target Price - Telanagana Press
07/06/16 05:45 AMStock Rating Watch and Earnings Insight for Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
07/06/16 05:45 AMThe Long Case For Waddell & Reed - Seeking Alpha
07/05/16 06:48 PMThe Long Case For Waddell & Reed
07/03/16 06:19 PMShare Performance Recap for: Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
07/01/16 09:53 AMShort Term Price Target on Waddell & Reed Financial (WDR) - Trade Calls
06/30/16 11:46 AMETF’s with exposure to Waddell & Reed Financial, Inc. : June 30, 2016 -
06/30/16 09:54 AMWaddell & Reed Financial, Inc. (NYSE:WDR) Company Rating and Target Watch - Telanagana Press
06/30/16 09:54 AMAnalyst Rating Update on Waddell & Reed Financial (WDR) - TheFounders Daily
06/30/16 09:54 AMWaddell & Reed Financial, Inc. (NYSE:WDR) Fundamental Star Rating Report - CML News
06/28/16 01:37 PMWaddell & Reed Financial, Inc. :WDR-US: Earnings Analysis: Q1, 2016 By the Numbers : June 28, 2016 -
06/28/16 05:32 AMStrong Sell Calls Recommendations For Waddell & Reed Financial, Inc. (NYSE:WDR) At 1 - Investor Newswire
06/26/16 06:01 PMStock Performance Focus on: Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
06/24/16 07:12 PMShares Dropping to a Recent Low: Waddell & Reed Financial, Inc. (NYSE:WDR) - Press Telegraph
06/24/16 07:12 PMWaddell & Reed Financial, Inc. (NYSE:WDR) Current Analyst Ratings - Fiscal Standard
06/24/16 09:50 AMWaddell & Reed Financial, Inc. (NYSE:WDR) Earnings Glance and Target Price Review - Engelwood Daily
06/24/16 07:57 AMWhat Brexit Means for Asset Managers -
06/23/16 08:01 PMCovering the Bases on Waddell & Reed Financial, Inc. (NYSE:WDR): Where is the Stock Going? - Press Telegraph
06/23/16 09:46 AMActive Runners - Petroleo Brasileiro, (NYSE:PBR),Waddell & Reed Financial, (NYSE:WDR) - Hot Stocks Point

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About Waddell & Reed Financial

Waddell & Reed Financial logoWaddell & Reed Financial, Inc. is a mutual fund and asset management company. The Company provides investment management, investment advisory, investment product underwriting and distribution and shareholder services administration to Waddell & Reed Advisors group of mutual funds, Ivy Funds, Ivy Funds Variable Insurance Portfolios, InvestEd Portfolios and 529 college savings plan (collectively, the Funds), and the Ivy Global Investors Fund SICAV and its Ivy Global Investors sub-funds (the IGI Funds), and institutional and separately managed accounts. Its retail products are distributed through third parties, such as other broker/dealers, registered investment advisors and various retirement platforms or through its sales force of independent financial advisors. The Company also markets its investment advisory services to institutional investors, either directly or through consultants. It operates its investment advisory business through Waddell & Reed Investment Management Company.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Asset Management
  • Sub-Industry: Asset Management & Custody Banks
  • Exchange: NYSE
  • Symbol: WDR
  • CUSIP: 93005910
Key Metrics:
  • Previous Close: $18.36
  • 50 Day Moving Average: $18.16
  • 200 Day Moving Average: $21.58
  • P/E Ratio: 7.09
  • P/E Growth: -1.94
  • Market Cap: $1.50B
  • Beta: 1.82
  • Current Year EPS Consensus Estimate: $1.91 EPS
  • Next Year EPS Consensus Estimate: $1.86 EPS
Additional Links:
Waddell & Reed Financial (NYSE:WDR) Chart for Wednesday, July, 27, 2016