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 NavientFreedomUP FintechPiper Sandler CompaniesWaddell & Reed Financial
SymbolNASDAQ:NAVINASDAQ:FRHCNASDAQ:TIGRNYSE:PIPRNYSE:WDR
Price Information
Current Price$18.99$61.40$26.62$130.22$24.98
52 Week RangeBuyN/ABuyBuyHold
MarketRank™
Overall Score1.91.41.31.21.3
Analysis Score2.40.03.51.50.8
Community Score1.83.62.12.01.9
Dividend Score2.50.00.00.82.5
Ownership Score1.71.70.80.80.0
Earnings & Valuation Score1.31.90.00.61.3
Analyst Ratings
Consensus RecommendationBuyN/ABuyBuyHold
Consensus Price Target$16.50N/A$34.60$98.00$14.00
% Upside from Price Target-13.11% downsideN/A29.98% upside-24.74% downside-43.96% downside
Trade Information
Market Cap$3.41 billion$3.65 billion$4.12 billion$2.38 billion$1.55 billion
Beta1.831.181.781.341.44
Average Volume1,991,480778,4129,720,52372,240750,422
Sales & Book Value
Annual Revenue$3.73 billion$121.90 million$138.50 million$1.24 billion$1.07 billion
Price / Sales0.9129.9629.771.921.45
Cashflow$3.43 per share$0.49 per share$0.10 per share$13.18 per share$3.27 per share
Price / Cash5.54124.48258.049.887.64
Book Value$13.14 per share$2.22 per share$1.52 per share$51.83 per share$11.50 per share
Price / Book1.4527.6617.512.512.17
Profitability
Net Income$412 million$24.84 million$16.07 million$40.50 million$114.99 million
EPS$3.24$0.38N/A$10.02$1.88
Trailing P/E Ratio4.0439.36110.9219.9117.97
Forward P/E Ratio5.7015.8219.52
P/E GrowthN/AN/AN/AN/AN/A
Net Margins23.47%36.16%17.53%7.29%9.17%
Return on Equity (ROE)35.17%53.54%15.90%25.36%14.57%
Return on Assets (ROA)0.95%8.89%1.51%12.49%9.54%
Dividend
Annual Payout$0.64N/AN/A$1.80$1.00
Dividend Yield3.37%N/AN/A1.38%4.00%
Three-Year Dividend GrowthN/AN/AN/AN/A-45.65%
Payout Ratio19.75%N/AN/A17.96%53.19%
Years of Consecutive Dividend Growth1 YearsN/AN/A1 Years1 Years
Debt
Debt-to-Equity Ratio27.65%0.64%0.17%0.18%N/A
Current Ratio14.20%1.30%1.07%1.48%2.75%
Quick Ratio14.20%1.30%1.06%0.71%0.95%
Ownership Information
Institutional Ownership Percentage89.96%3.20%9.42%64.30%N/A
Insider Ownership Percentage2.85%72.90%50.90%3.80%2.74%
Miscellaneous
Employees5,5601,4937851,5441,116
Shares Outstanding179.51 million59.48 million154.90 million18.26 million62.18 million
Next Earnings Date7/20/2021 (Estimated)7/12/2021 (Estimated)8/17/2021 (Estimated)7/30/2021 (Estimated)N/A
OptionableOptionableNot OptionableOptionableOptionableOptionable
SourceHeadline
Money Managers Face Pressure, Seek DealsMoney Managers Face Pressure, Seek Deals
wsj.com - June 23 at 7:02 PM
CrossFirst Bankshares Names Ben Clouse as Chief Financial OfficerCrossFirst Bankshares Names Ben Clouse as Chief Financial Officer
tmcnet.com - June 21 at 6:56 PM
Macquarie Group completes acquisition of Waddell & Reed Financial IncMacquarie Group completes acquisition of Waddell & Reed Financial Inc
miragenews.com - May 3 at 12:41 AM
Macquarie Group Completes Acquisition of Waddell & Reed Financial, Inc.Macquarie Group Completes Acquisition of Waddell & Reed Financial, Inc.
wallstreet-online.de - April 30 at 5:17 PM
Aggressive Recruiting Pushes LPL Financial Headcount to New HeightsAggressive Recruiting Pushes LPL Financial Headcount to New Heights
finance.yahoo.com - April 29 at 9:15 PM
Is WDR Stock A Buy or Sell?Is WDR Stock A Buy or Sell?
finance.yahoo.com - April 22 at 6:36 PM
Why Waddell & Reed Financial (WDR) Stock Might be a Great Pick?Why Waddell & Reed Financial (WDR) Stock Might be a Great Pick?
finance.yahoo.com - April 13 at 1:59 PM
Waddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor CountWaddell & Reed Financial, Inc. Announces March 31, 2021 Assets Under Management, Assets Under Administration and Advisor Count
finance.yahoo.com - April 13 at 8:58 AM
Analyzing Waddell & Reed Financials Ex-Dividend DateAnalyzing Waddell & Reed Financial's Ex-Dividend Date
benzinga.com - April 7 at 2:06 PM
Ex-Dividend Reminder: Toronto Dominion Bank, Waddell & Reed Financial and UDREx-Dividend Reminder: Toronto Dominion Bank, Waddell & Reed Financial and UDR
nasdaq.com - April 6 at 12:42 PM
Waddell & Reed Financial, Inc. Announces February 28, 2021 Assets Under ManagementWaddell & Reed Financial, Inc. Announces February 28, 2021 Assets Under Management
finance.yahoo.com - March 10 at 9:44 AM
Why Is Waddell & Reed (WDR) Up 0.1% Since Last Earnings Report?Why Is Waddell & Reed (WDR) Up 0.1% Since Last Earnings Report?
finance.yahoo.com - March 4 at 2:15 PM
Waddell & Reeds acquirer punts on occupying $140M headquarters in downtown KCWaddell & Reed's acquirer punts on occupying $140M headquarters in downtown KC
bizjournals.com - March 2 at 5:29 PM
Waddell & Reed Financial, Inc. Declares Quarterly DividendWaddell & Reed Financial, Inc. Declares Quarterly Dividend
finance.yahoo.com - February 19 at 7:42 AM
(WDR): Johnson Fistel Continues to Investigate the Proposed Sale of Waddell & Reed; Are Shareholders Getting a Fair Deal?(WDR): Johnson Fistel Continues to Investigate the Proposed Sale of Waddell & Reed; Are Shareholders Getting a Fair Deal?
finance.yahoo.com - February 18 at 3:11 PM
Is LPL Financial a Buy?Is LPL Financial a Buy?
finance.yahoo.com - February 17 at 7:49 AM
Waddell & Reed Financial, Inc. Announces January 31, 2021 Assets Under ManagementWaddell & Reed Financial, Inc. Announces January 31, 2021 Assets Under Management
finance.yahoo.com - February 10 at 8:25 AM
Waddell & Reed Financial Investment Q4 Income ClimbsWaddell & Reed Financial Investment Q4 Income Climbs
nasdaq.com - February 4 at 7:49 AM
Waddell & Reed (WDR) Q4 Earnings Miss on Higher ExpensesWaddell & Reed (WDR) Q4 Earnings Miss on Higher Expenses
finance.yahoo.com - February 3 at 2:41 PM
Waddell & Reed Financial (WDR) Q4 Earnings and Revenues Lag EstimatesWaddell & Reed Financial (WDR) Q4 Earnings and Revenues Lag Estimates
finance.yahoo.com - February 2 at 1:32 PM
Web Site ResourcesWeb Site Resources
businesswire.com - February 2 at 8:32 AM
Waddell & Reed Financial: Q4 Earnings InsightsWaddell & Reed Financial: Q4 Earnings Insights
benzinga.com - February 2 at 8:32 AM
Waddell & Reed Financial Investment Q4 adjusted earnings Miss EstimatesWaddell & Reed Financial Investment Q4 adjusted earnings Miss Estimates
markets.businessinsider.com - February 2 at 8:32 AM
Waddell & Reed: 4Q Earnings Snapshot | Raleigh News & ObserverWaddell & Reed: 4Q Earnings Snapshot | Raleigh News & Observer
newsobserver.com - February 2 at 8:32 AM
Waddell & Reed Financial Earnings PreviewWaddell & Reed Financial Earnings Preview
finance.yahoo.com - February 1 at 5:58 PM
DateCompanyBrokerageAction
6/10/2021NavientJefferies Financial GroupBoost Price Target
4/29/2021NavientCitigroupReiterated Rating
4/29/2021NavientCredit Suisse GroupBoost Price Target
4/15/2021NavientJPMorgan Chase & Co.Boost Price Target
4/12/2021NavientBarclaysBoost Price Target
10/22/2020NavientWedbushUpgrade
8/3/2020NavientCompass PointReiterated Rating
4/9/2020NavientStephensUpgrade
10/24/2019NavientBMO Capital MarketsBoost Price Target
3/4/2021UP FintechCICC ResearchInitiated Coverage
12/15/2020Piper Sandler CompaniesNorthland SecuritiesBoost Price Target
10/9/2020Piper Sandler CompaniesJMP SecuritiesBoost Price Target
2/3/2020Piper Sandler CompaniesBuckingham ResearchBoost Price Target
12/4/2020Waddell & Reed FinancialMorgan StanleyUpgrade
7/30/2020Waddell & Reed FinancialRoyal Bank of CanadaReiterated Rating
7/10/2020Waddell & Reed FinancialBank of AmericaBoost Price Target
10/22/2019Waddell & Reed FinancialEvercore ISIDowngrade
5/1/2019Waddell & Reed FinancialGabelliReiterated Rating
8/1/2018Waddell & Reed FinancialKeefe, Bruyette & WoodsReiterated Rating
(Data available from 6/23/2018 forward. View 10+ years of historical ratings with our analyst ratings screener.)
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