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 UP FintechFreedomNavientPiper Sandler CompaniesWaddell & Reed Financial
SymbolNASDAQ:TIGRNASDAQ:FRHCNASDAQ:NAVINYSE:PIPRNYSE:WDR
Price Information
Current Price$19.17$50.61$14.88$117.14$24.96
52 Week RangeBuyN/ABuyBuyHold
MarketRank™
Overall Score1.41.12.01.31.3
Analysis Score3.50.01.31.50.8
Community Score2.53.61.81.91.9
Dividend Score0.00.03.31.72.5
Ownership Score0.81.71.70.80.0
Earnings & Valuation Score0.00.01.90.61.3
Analyst Ratings
Consensus RecommendationBuyN/ABuyBuyHold
Consensus Price Target$34.60N/A$14.67$98.00$14.00
% Upside from Price Target80.49% upsideN/A-1.43% downside-16.34% downside-43.91% downside
Trade Information
Market Cap$2.70 billion$2.96 billion$2.69 billion$2.14 billion$1.55 billion
Beta2.181.041.821.391.44
Average Volume10,107,510905,5072,154,20178,405741,484
Sales & Book Value
Annual Revenue$58.66 million$121.90 million$5.53 billion$846.30 million$1.07 billion
Price / Sales46.0724.260.492.531.45
CashflowN/A$0.49 per share$3.93 per share$9.91 per share$3.27 per share
Price / CashN/A104.223.7911.827.64
Book Value$1.60 per share$2.22 per share$15.15 per share$56.17 per share$11.50 per share
Price / Book11.9822.800.982.092.17
Profitability
Net Income$-6,590,000.00$24.84 million$597 million$111.71 million$114.99 million
EPSN/AN/A$2.64$7.36$1.88
Trailing P/E Ratio319.5555.627.5946.6717.96
Forward P/E Ratio5.4914.3719.50
P/E GrowthN/AN/AN/AN/AN/A
Net Margins6.71%29.82%9.65%3.24%9.17%
Return on Equity (ROE)4.00%36.38%25.22%17.52%14.57%
Return on Assets (ROA)0.70%6.88%0.67%8.59%9.54%
Dividend
Annual PayoutN/AN/A$0.64$1.60$1.00
Dividend YieldN/AN/A4.30%1.37%4.01%
Three-Year Dividend GrowthN/AN/AN/AN/A-45.65%
Payout RatioN/AN/A24.24%21.74%53.19%
Years of Consecutive Dividend GrowthN/AN/A1 Years1 Years1 Years
Debt
Debt-to-Equity RatioN/A1.04%34.94%0.23%N/A
Current Ratio1.10%1.49%12.02%1.27%2.75%
Quick Ratio1.09%1.49%12.02%0.68%0.95%
Ownership Information
Institutional Ownership Percentage3.90%2.70%90.54%63.36%N/A
Insider Ownership Percentage50.90%72.90%1.85%3.80%2.74%
Miscellaneous
Employees6501,3765,5601,5111,116
Shares Outstanding140.99 million58.44 million180.46 million18.27 million62.18 million
Next Earnings Date5/27/2021 (Estimated)7/12/2021 (Estimated)4/27/2021 (Confirmed)5/7/2021 (Estimated)4/27/2021 (Estimated)
OptionableOptionableNot OptionableOptionableOptionableOptionable
SourceHeadline
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 - April 14 at 4:48 AM
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 (NYSE:WDR) Sees Large Volume IncreaseWaddell & Reed Financial (NYSE:WDR) Sees Large Volume Increase
americanbankingnews.com - April 6 at 11:40 AM
Waddell & Reed Financial (NYSE:WDR) Rating Lowered to Hold at Zacks Investment ResearchWaddell & Reed Financial (NYSE:WDR) Rating Lowered to Hold at Zacks Investment Research
marketbeat.com - March 31 at 1:05 PM
Waddell & Reed Financial, Inc. (NYSE:WDR) Receives Consensus Rating of "Hold" from BrokeragesWaddell & Reed Financial, Inc. (NYSE:WDR) Receives Consensus Rating of "Hold" from Brokerages
americanbankingnews.com - March 28 at 10:46 AM
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
Should You Buy Waddell & Reed (WDR) Ahead of Earnings?Should You Buy Waddell & Reed (WDR) Ahead of Earnings?
finance.yahoo.com - February 1 at 12:58 PM
INVESTIGATION ALERT: Halper Sadeh LLP Investigates the Following Companies on Behalf of Shareholders - PRSP, CMD, WDR, SPWH, WTREINVESTIGATION ALERT: Halper Sadeh LLP Investigates the Following Companies on Behalf of Shareholders - PRSP, CMD, WDR, SPWH, WTRE
finance.yahoo.com - January 28 at 2:55 PM
SHAREHOLDER ALERT: Halper Sadeh LLP Investigates WDR, SMTX, SPWH, INFO; Shareholders Are Encouraged to Contact the FirmSHAREHOLDER ALERT: Halper Sadeh LLP Investigates WDR, SMTX, SPWH, INFO; Shareholders Are Encouraged to Contact the Firm
finance.yahoo.com - January 25 at 1:35 PM
DateCompanyBrokerageAction
3/10/2021UP FintechCICC ResearchInitiated Coverage
2/26/2021UP FintechCitigroupBoost Price Target
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
4/23/2020NavientCredit Suisse GroupReiterated Rating
4/9/2020NavientStephensUpgrade
10/24/2019NavientBMO Capital MarketsBoost Price Target
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 4/18/2018 forward. View 10+ years of historical ratings with our analyst ratings screener.)
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