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 NavientUP FintechFreedomPiper Sandler CompaniesWaddell & Reed Financial
SymbolNASDAQ:NAVINASDAQ:TIGRNASDAQ:FRHCNYSE:PIPRNYSE:WDR
Price Information
Current Price$17.00$15.91$45.79$120.78$24.98
52 Week RangeBuyBuyN/ABuyHold
MarketRank™
Overall Score1.91.41.11.31.3
Analysis Score2.43.50.01.50.8
Community Score1.82.53.62.01.9
Dividend Score2.50.00.01.72.5
Ownership Score1.70.81.70.80.0
Earnings & Valuation Score1.30.00.00.61.3
Analyst Ratings
Consensus RecommendationBuyBuyN/ABuyHold
Consensus Price Target$15.93$34.60N/A$98.00$14.00
% Upside from Price Target-6.30% downside117.47% upsideN/A-18.86% downside-43.96% downside
Trade Information
Market Cap$3.10 billion$2.19 billion$2.72 billion$2.22 billion$1.55 billion
Beta1.822.181.041.391.44
Average Volume2,098,6309,526,199814,10073,985750,422
Sales & Book Value
Annual Revenue$5.53 billion$58.66 million$121.90 million$846.30 million$1.07 billion
Price / Sales0.5538.2421.952.611.45
Cashflow$4.49 per shareN/A$0.44 per share$10.22 per share$3.27 per share
Price / Cash3.79N/A104.2211.827.64
Book Value$15.15 per share$1.60 per share$2.22 per share$56.17 per share$11.50 per share
Price / Book1.129.9420.632.152.17
Profitability
Net Income$597 million$-6,590,000.00$24.84 million$111.71 million$114.99 million
EPS$2.64N/AN/A$7.36$1.88
Trailing P/E Ratio8.67265.2150.3248.1217.97
Forward P/E Ratio6.2714.8219.52
P/E GrowthN/AN/AN/AN/AN/A
Net Margins9.65%6.71%29.82%3.24%9.17%
Return on Equity (ROE)25.22%4.00%36.38%17.52%14.57%
Return on Assets (ROA)0.67%0.70%6.88%8.59%9.54%
Dividend
Annual Payout$0.64N/AN/A$1.60$1.00
Dividend Yield3.76%N/AN/A1.32%4.00%
Three-Year Dividend GrowthN/AN/AN/AN/A-45.65%
Payout Ratio24.24%N/AN/A21.74%53.19%
Years of Consecutive Dividend Growth1 YearsN/AN/A1 Years1 Years
Debt
Debt-to-Equity Ratio34.94%N/A1.04%0.23%N/A
Current Ratio12.02%1.10%1.49%1.27%2.75%
Quick Ratio12.02%1.09%1.49%0.68%0.95%
Ownership Information
Institutional Ownership Percentage90.54%3.90%2.70%63.36%N/A
Insider Ownership Percentage1.85%50.90%72.90%3.80%2.74%
Miscellaneous
Employees5,5606501,3761,5441,116
Shares Outstanding179.51 million140.99 million58.44 million18.27 million62.18 million
Next Earnings Date7/20/2021 (Estimated)5/27/2021 (Estimated)7/12/2021 (Estimated)7/30/2021 (Estimated)N/A
OptionableOptionableOptionableNot OptionableOptionableOptionable
SourceHeadline
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
Short Interest in Waddell & Reed Financial, Inc. (NYSE:WDR) Increases By 44.0%Short Interest in Waddell & Reed Financial, Inc. (NYSE:WDR) Increases By 44.0%
americanbankingnews.com - May 1 at 12:44 PM
Waddell & Reed Financial, Inc. (NYSE:WDR) Expected to Post Earnings of $0.46 Per ShareWaddell & Reed Financial, Inc. (NYSE:WDR) Expected to Post Earnings of $0.46 Per Share
americanbankingnews.com - May 1 at 2:16 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
5/5/2021NavientCredit Suisse GroupBoost Price Target
4/29/2021NavientCitigroupReiterated Rating
4/15/2021NavientJPMorgan Chase & Co.Boost Price Target
4/12/2021NavientBarclaysBoost Price Target
3/25/2021NavientJefferies Financial GroupUpgrade
10/22/2020NavientWedbushUpgrade
8/3/2020NavientCompass PointReiterated Rating
4/9/2020NavientStephensUpgrade
10/24/2019NavientBMO Capital MarketsBoost Price Target
3/10/2021UP 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 5/11/2018 forward. View 10+ years of historical ratings with our analyst ratings screener.)
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