Waddell & Reed Financial Company Profile (NYSE:WDR)

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: $17.87
  • 50 Day Moving Average: $18.39
  • 200 Day Moving Average: $19.80
  • 52-Week Range: $15.70 - $38.85
  • Trailing P/E Ratio: 8.15
  • Foreward P/E Ratio: 9.87
  • P/E Growth: -1.50
  • Market Cap: $1.48B
  • Outstanding Shares: 82,840,000
  • Beta: 1.84
Profitability:
  • Net Margins: 13.16%
  • Return on Equity: 26.65%
  • Return on Assets: 15.20%
Debt:
  • Debt-to-Equity Ratio: 0.23%
  • Current Ratio: 3.26%
  • Quick Ratio: 2.17%
Additional Links:
Companies Related to Waddell & Reed Financial:

Analyst Ratings

Consensus Ratings for Waddell & Reed Financial (NYSE:WDR) (?)
Ratings Breakdown: 3 Sell Ratings, 6 Hold Ratings, 2 Buy Ratings
Consensus Rating:Hold (Score: 1.91)
Consensus Price Target: $22.80 (27.59% upside)

Analysts' Ratings History for Waddell & Reed Financial (NYSE:WDR)
Show:
DateFirmActionRatingPrice TargetDetails
7/28/2016Morgan StanleyReiterated RatingSell$17.00View Rating Details
7/27/2016RBC Capital MarketsSet Price TargetBuy$29.00 -> $26.00View Rating Details
7/27/2016Citigroup Inc.Boost Price TargetNeutral$16.00 -> $17.00View Rating Details
7/27/2016Royal Bank Of CanadaLower Price TargetOutperform$29.00 -> $26.00View Rating Details
7/11/2016Jefferies GroupReiterated RatingHold$23.00 -> $18.00View Rating Details
4/28/2016Piper Jaffray Cos.Reiterated RatingNeutral$28.00 -> $25.00View Rating Details
4/12/2016Sandler O'NeillLower Price Target$24.00 -> $23.00View Rating Details
3/15/2016Bank of America Corp.DowngradeNeutral -> UnderperformView Rating Details
2/4/2016Keefe, Bruyette & WoodsLower Price TargetMarket Perform$30.00 -> $26.00View Rating Details
2/3/2016Credit Suisse Group AGLower Price TargetUnderperform$25.00 -> $20.00View Rating Details
1/22/2016William BlairDowngradeHoldView Rating Details
1/7/2016SusquehannaLower Price TargetNeutral$35.00 -> $30.00View Rating Details
2/4/2015Sterne Agee CRTDowngradeBuy -> Neutral$60.00 -> $51.00View Rating Details
1/14/2015Goldman Sachs Group Inc.DowngradeBuy -> Neutral$49.00View Rating Details
12/2/2014Evercore ISIInitiated CoverageHoldView Rating Details
(Data available from 9/28/2014 forward)

Earnings

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

Estimates

Earnings Estimates for Waddell & Reed Financial (NYSE:WDR)
Current Year EPS Consensus Estimate: $1.86 EPS
Next Year EPS Consensus Estimate: $1.81 EPS
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20163$0.50$0.56$0.53
Q2 20163$0.41$0.45$0.43
Q3 20163$0.48$0.55$0.51
Q4 20163$0.44$0.55$0.49
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for Waddell & Reed Financial (NYSE:WDR)
Annual Dividend:$1.84
Dividend Yield:10.30%
Dividend Growth:19.80% (3 Year Average)
Payout Ratio:83.64% (Based on Trailing 12 Months of Earnings)
98.92% (Based on Current Year Consensus EPS Estimate)
101.66% (Based on Next Year Consensus EPS Estimate)
Track Record:5 Years of Consecutive Dividend Growth

Dividend History for Waddell & Reed Financial (NYSE:WDR)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
9/20/2016quarterly$0.4610/6/201610/11/201611/1/2016
6/20/2016quarterly$0.467/7/20167/11/20168/1/2016
3/28/2016quarterly$0.464/14/20164/18/20165/2/2016
10/28/2015Quarterly$0.461/7/20161/11/20162/1/2016
10/28/2015quarterly$0.461/11/20163/1/2016
9/21/2015quarterly$0.4310/7/201510/12/201511/2/2015
6/22/2015quarterly$0.433.45%7/9/20157/13/20158/3/2015
3/20/2015quarterly$0.434/8/20154/10/20155/1/2015
12/18/2014quarterly$0.433.51%1/8/20151/12/20152/2/2015
9/22/2014quarterly$0.3410/13/201411/3/2014
6/20/2014quarterly$0.342.17%7/9/20147/11/20148/1/2014
4/3/2014quarterly$0.341.87%4/10/20144/14/20145/1/2014
12/19/2013quarterly$0.342.12%1/9/20141/13/20142/3/2014
9/20/2013quarterly$0.282.15%10/9/201310/11/201311/1/2013
9/20/2013quarterly$0.2811/1/201310/11/2013
6/24/2013quarterly$0.287/11/20138/1/2013
3/20/2013quarterly$0.282.61%4/8/20134/10/20135/1/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading History for Waddell & Reed Financial (NYSE:WDR)
Insider Ownership Percentage: 3.70%
Institutional Ownership Percentage: 83.13%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
5/26/2015Dennis E LogueDirectorSell2,700$48.30$130,410.00View SEC Filing  
12/19/2014Michael L AveryPresidentSell10,000$48.96$489,600.00View SEC Filing  
9/3/2014Melissa A ClouseVPSell1,298$56.83$73,765.34View SEC Filing  
5/20/2014Thomas ButchCMOSell17,217$59.02$1,016,147.34View SEC Filing  
5/1/2014Wendy HillsSVPSell6,461$67.97$439,154.17View SEC Filing  
2/6/2014James RainesDirectorSell4,143$67.73$280,605.39View SEC Filing  
12/10/2013Michael AveryPresidentSell7,500$63.01$472,575.00View SEC Filing  
11/8/2013Philip James SandersSVPSell13,000$63.72$828,360.00View SEC Filing  
8/9/2013Michael AveryPresidentSell10,000$51.30$513,000.00View SEC Filing  
8/1/2013Michael D StrohmCOOSell26,540$52.90$1,403,966.00View SEC Filing  
3/22/2013Ronald C ReimerDirectorSell6,371$42.98$273,825.58View SEC Filing  
(Data available from 1/1/2013 forward)

Headlines

Latest Headlines for Waddell & Reed Financial (NYSE:WDR)
DateHeadline
businesswire.com logoWaddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release - Business Wire (press release) (NYSE:WDR)
www.businesswire.com - September 22 at 6:39 AM
stocksdaily.net logoWaddell & Reed Financial, Inc. (NYSE:WDR) Had $625.375 In Cash And Short-Term Investments - Stocks Daily (NYSE:WDR)
www.stocksdaily.net - September 22 at 6:39 AM
seekingalpha.com logoWaddell & Reed Financial declares $0.46 dividend (NYSE:WDR)
seekingalpha.com - September 21 at 11:56 AM
publicnow.com logoWaddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release (NYSE:WDR)
www.publicnow.com - September 21 at 11:56 AM
investornewswire.com logoShares Of Waddell & Reed Financial, Inc. (NYSE:WDR) Expected To Hit $26 - Investor Newswire (NYSE:WDR)
www.investornewswire.com - September 19 at 7:55 PM
News IconSell-side Consensus Sees Waddell & Reed Financial, Inc. (NYSE ... - Frisco Fastball (NYSE:WDR)
friscofastball.com - September 18 at 6:40 AM
News IconWaddell & Reed Financial, Inc. (WDR) PT Lowered to $44.00 - DailyQuint (NYSE:WDR)
dailyquint.com - September 17 at 6:34 AM
News IconWhat are Analysts Expecting for Waddell & Reed Financial, Inc. (NYSE:WDR) Earnings? - Frisco Fastball (NYSE:WDR)
friscofastball.com - September 16 at 7:46 PM
capitalcube.com logoWaddell & Reed Financial, Inc. breached its 50 day moving average in a Bullish Manner : WDR-US : September 13, 2016 (NYSE:WDR)
www.capitalcube.com - September 14 at 12:26 PM
capitalcube.com logoETF’s with exposure to Waddell & Reed Financial, Inc. : September 14, 2016 (NYSE:WDR)
www.capitalcube.com - September 14 at 12:26 PM
investornewswire.com logoCan Shares Of Waddell & Reed Financial, Inc. (NYSE:WDR) Hit $26 - Investor Newswire (NYSE:WDR)
www.investornewswire.com - September 13 at 6:43 AM
News IconWaddell & Reed president visits Great Bend (NYSE:WDR)
www.gbtribune.com - September 10 at 7:05 PM
News IconInstitutional Investors Have Decreased Positions in Waddell & Reed Financial, Inc. (NYSE:WDR) - Post News (NYSE:WDR)
www.kentuckypostnews.com - September 9 at 6:40 AM
finance.yahoo.com logoMotor racing-F1 boss Ecclestone says has been asked to stay on (NYSE:WDR)
finance.yahoo.com - September 7 at 11:58 AM
News IconStock Struggling for the Quarter: Waddell & Reed Financial, Inc ... - Post News (NYSE:WDR)
www.kentuckypostnews.com - September 4 at 6:43 AM
News IconWaddell & Reed Financial, Inc. (NYSE:WDR) Near to Lift Curtain on September 2016 Earnings - The Voice Registrar (NYSE:WDR)
voiceregistrar.com - September 3 at 6:38 AM
finance.yahoo.com logoWaddell & Reed's Project E to Aid Growth, Cost Woes Linger (NYSE:WDR)
finance.yahoo.com - September 2 at 7:52 PM
News IconDividend hunters should take a look at Waddell & Reed Financial (WDR) with a 9.88% yield - Simply Wall St (NYSE:WDR)
simplywall.st - September 2 at 8:01 AM
News IconWaddell & Reed Financial, Inc. (NYSE:WDR) topped earnings-per-share estimates 75% of the time - The Independent Republic (NYSE:WDR)
theindependentrepublic.com - September 1 at 11:25 AM
News IconWaddell & Reed Financial, Inc. (NYSE:WDR) Insider Trading Report - Newburg Press (NYSE:WDR)
newburghpress.com - September 1 at 11:25 AM
investornewswire.com logoCan Shares Of Waddell & Reed Financial, Inc. (NYSE:WDR) Get To $26? - Investor Newswire (NYSE:WDR)
www.investornewswire.com - August 29 at 8:09 PM
capitalcube.com logoETF’s with exposure to Waddell & Reed Financial, Inc. : August 29, 2016 (NYSE:WDR)
www.capitalcube.com - August 29 at 8:09 PM
News IconShares Down for the Quarter: Waddell & Reed Financial, Inc. (NYSE:WDR) - Post News (NYSE:WDR)
www.kentuckypostnews.com - August 27 at 7:14 PM
News IconTop Earnings to Watch for: Waddell & Reed Financial, Inc. (NYSE:WDR) - The Voice Registrar (NYSE:WDR)
voiceregistrar.com - August 22 at 8:08 PM
News IconIvy High Income Continues to Face Challenges (NYSE:WDR)
news.morningstar.com - August 21 at 7:11 PM
stocksdaily.net logoWaddell & Reed Financial, Inc. (NYSE:WDR) Cash and Short – Term Investments Is Reported At $625.375 Millions - Stocks Daily (NYSE:WDR)
www.stocksdaily.net - August 17 at 8:33 PM
seekingalpha.com logoWaddell And Reed Financial: Buy This Discounted Asset Manager And Net A 9% Dividend Yield (NYSE:WDR)
seekingalpha.com - August 16 at 11:35 AM
investornewswire.com logoWill Waddell & Reed Financial, Inc. (NYSE:WDR) Hit $26 Price Target? - Investor Newswire (NYSE:WDR)
www.investornewswire.com - August 15 at 8:35 PM
finance.yahoo.com logoBuy This Discounted Asset Manager And Net A 9% Dividend Yield (NYSE:WDR)
finance.yahoo.com - August 15 at 10:17 AM
fortune.com logoCurrent Waddell & Reed Financial, Inc. (NYSE:WDR) PT Means Stock Is Worth Almost $26 - Review Fortune (NYSE:WDR)
reviewfortune.com - August 9 at 8:35 PM
streetreport.co logoWaddell & Reed Financial Inc (NYSE:WDR): Continue to Grow - Street Report (NYSE:WDR)
www.streetreport.co - August 9 at 11:43 AM
capitalcube.com logoETF’s with exposure to Waddell & Reed Financial, Inc. : August 8, 2016 (NYSE:WDR)
www.capitalcube.com - August 8 at 8:26 PM
tradecalls.org logoWaddell & Reed Financial (WDR) Shares are Up 6.68% – Trade Calls - Trade Calls (NYSE:WDR)
www.tradecalls.org - August 8 at 6:38 AM
streetupdates.com logoNoticeable Buzzers: Waddell & Reed Financial, Inc. (NYSE:WDR ... - Street Updates (NYSE:WDR)
www.streetupdates.com - August 5 at 8:27 PM
finance.yahoo.com logoWADDELL & REED FINANCIAL INC Financials (NYSE:WDR)
finance.yahoo.com - August 5 at 8:27 PM
capitalcube.com logoWaddell & Reed Financial, Inc. breached its 50 day moving average in a Bearish Manner : WDR-US : August 5, 2016 (NYSE:WDR)
www.capitalcube.com - August 5 at 11:19 AM
News IconAnalyst Ratings Outlook on Waddell & Reed Financial, Inc. (NYSE ... - The Voice Registrar (NYSE:WDR)
voiceregistrar.com - August 4 at 8:43 PM
stocksdaily.net logoWaddell & Reed Financial, Inc. (NYSE:WDR) Quarterly Dividend At $-76.616 Millions - Stocks Daily (NYSE:WDR)
www.stocksdaily.net - August 3 at 8:38 PM
capitalcube.com logoWaddell & Reed Financial, Inc. :WDR-US: Earnings Analysis: Q2, 2016 By the Numbers : August 3, 2016 (NYSE:WDR)
www.capitalcube.com - August 3 at 8:38 PM
biz.yahoo.com logoWADDELL & REED FINANCIAL INC Files SEC form 10-Q, Quarterly Report (NYSE:WDR)
biz.yahoo.com - July 29 at 12:03 PM
cnbc.com logoWaddell & Reed tops Street 2Q forecasts (NYSE:WDR)
www.cnbc.com - July 27 at 11:26 AM
seekingalpha.com logoWaddell & Reed Financial (WDR) Henry John Herrmann on Q2 2016 Results - Earnings Call Transcript - Seeking Alpha (NYSE:WDR)
seekingalpha.com - July 26 at 8:47 PM
investorplace.com logoBear of the Day: Waddell & Reed Financial, Inc. (WDR) - Investorplace.com (NYSE:WDR)
investorplace.com - July 26 at 8:47 PM
investorplace.com logoBear of the Day: Waddell & Reed Financial, Inc. (WDR) (NYSE:WDR)
investorplace.com - July 26 at 2:04 PM
investornewswire.com logoCan Shares Of Waddell & Reed Financial, Inc. (NYSE:WDR) Hit $29? - Investor Newswire (NYSE:WDR)
www.investornewswire.com - July 26 at 11:48 AM
News IconStock Earnings Estimates under Consideration: Waddell & Reed Financial, Inc. (NYSE:WDR) - Post Registrar (NYSE:WDR)
postregistrar.com - July 26 at 11:48 AM
4-traders.com logoWaddell & Reed Financial : & Reed Appoints Daniel Scherman as Chief Risk Officer For Investments (NYSE:WDR)
www.4-traders.com - July 25 at 8:25 PM
publicnow.com logoWaddell & Reed Appoints Daniel Scherman as Chief Risk Officer For Investments (NYSE:WDR)
www.publicnow.com - July 25 at 4:18 PM
news.cmlviz.com logoOption Market: Waddell & Reed Financial Inc Risk Hits An Elevated Level - CML News (NYSE:WDR)
news.cmlviz.com - July 19 at 8:25 PM
capitalcube.com logoETF’s with exposure to Waddell & Reed Financial, Inc. : July 19, 2016 (NYSE:WDR)
www.capitalcube.com - July 19 at 1:22 PM

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Waddell & Reed Financial (NYSE:WDR) Chart for Wednesday, September, 28, 2016


Last Updated on 9/28/2016 by MarketBeat.com Staff