Waddell & Reed Financial Stock Forecast, Price & News

Notice: This company has been marked as potentially delisted and may not be actively trading.
0.00 (0.00 %)
(As of 04/30/2021)
Today's Range
50-Day Range
52-Week Range
Volume5.53 million shs
Average Volume750,422 shs
Market Capitalization$1.55 billion
P/E Ratio17.97
Dividend Yield4.00%

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About Waddell & Reed Financial

Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.


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Overall MarketRank

1.16 out of 5 stars

Finance Sector

859th out of 1,979 stocks

Security Brokers & Dealers Industry

24th out of 51 stocks

Analyst Opinion: 0.8Community Rank: 1.9Dividend Strength: 2.5Insider Behavior: 0.0Valuation: 0.6 5 -4 -3 -2 -1 -
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Waddell & Reed Financial (NYSE:WDR) Frequently Asked Questions

Is Waddell & Reed Financial a buy right now?

4 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Waddell & Reed Financial in the last twelve months. There are currently 2 sell ratings and 2 hold ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "hold" Waddell & Reed Financial stock. A hold rating indicates that analysts believe investors should maintain any existing positions they have in WDR, but not buy additional shares or sell existing shares.
View analyst ratings for Waddell & Reed Financial
or view top-rated stocks.

What stocks does MarketBeat like better than Waddell & Reed Financial?

Wall Street analysts have given Waddell & Reed Financial a "Hold" rating, but there may be better buying opportunities in the stock market. Some of MarketBeat's past winning trading ideas have resulted in 5-15% weekly gains. MarketBeat just released five new stock ideas, but Waddell & Reed Financial wasn't one of them. MarketBeat thinks these five companies may be even better buys.
View MarketBeat's top stock picks here.

How were Waddell & Reed Financial's earnings last quarter?

Waddell & Reed Financial, Inc. (NYSE:WDR) announced its quarterly earnings results on Monday, February, 1st. The asset manager reported $0.41 earnings per share for the quarter, missing the Zacks' consensus estimate of $0.46 by $0.05. The asset manager earned $278.10 million during the quarter, compared to analysts' expectations of $267.05 million. Waddell & Reed Financial had a net margin of 9.17% and a trailing twelve-month return on equity of 14.57%. The business's revenue for the quarter was up 3.0% compared to the same quarter last year. During the same period in the prior year, the business earned $0.51 earnings per share.
View Waddell & Reed Financial's earnings history

How often does Waddell & Reed Financial pay dividends? What is the dividend yield for Waddell & Reed Financial?

Waddell & Reed Financial announced a quarterly dividend on Friday, February 19th. Shareholders of record on Friday, April 9th will be paid a dividend of $0.25 per share on Friday, April 30th. This represents a $1.00 dividend on an annualized basis and a yield of 4.00%. The ex-dividend date of this dividend is Thursday, April 8th.
View Waddell & Reed Financial's dividend history

Is Waddell & Reed Financial a good dividend stock?

Waddell & Reed Financial pays an annual dividend of $1.00 per share and currently has a dividend yield of 4.00%. WDR has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. Waddell & Reed Financial does not yet have a strong track record of dividend growth. The dividend payout ratio of Waddell & Reed Financial is 53.19%. This payout ratio is at a healthy, sustainable level, below 75%. Based on EPS estimates, Waddell & Reed Financial will have a dividend payout ratio of 78.13% in the coming year. This indicates that Waddell & Reed Financial may not be able to sustain their current dividend.
View Waddell & Reed Financial's dividend history.

What price target have analysts set for WDR?

4 analysts have issued 12-month price objectives for Waddell & Reed Financial's stock. Their forecasts range from $13.00 to $15.00. On average, they anticipate Waddell & Reed Financial's share price to reach $14.00 in the next year. This suggests that the stock has a possible downside of 44.0%.
View analysts' price targets for Waddell & Reed Financial
or view top-rated stocks among Wall Street analysts.

Who are Waddell & Reed Financial's key executives?

Waddell & Reed Financial's management team includes the following people:
  • Mr. Philip James Sanders C.F.A., CFA, MBA, CEO & Director (Age 62, Pay $1.71M)
  • Mr. Brent Kyle Bloss CPA, CPA, Pres (Age 52, Pay $1.23M)
  • Mr. Benjamin Russell Clouse, Sr. VP & CFO (Age 48, Pay $991.8k)
  • Mr. Daniel Partner Hanson C.F.A., CFA, Sr. VP & Chief Investment Officer
  • Mr. Shawn Michael Mihal, Sr. VP of Wealth Management (Age 46, Pay $888.36k)
  • Mr. Michael John Daley, VP, Chief Accounting Officer, Investor Relations & Treasurer (Age 38)
  • Mr. Eric J. Meltzer, Sr. VP & CTO
  • Mr. Mark Patrick Buyle, Sr. VP, Chief Legal Officer, Gen. Counsel & Sec. (Age 53)
  • Mr. Roger Hoadley, VP & Director of Communications
  • Mr. Christopher W. Rackers, Sr. VP and Chief People & Brand Officer (Age 50)

What is Philip Sanders' approval rating as Waddell & Reed Financial's CEO?

58 employees have rated Waddell & Reed Financial CEO Philip Sanders on Glassdoor.com. Philip Sanders has an approval rating of 68% among Waddell & Reed Financial's employees.

Who are some of Waddell & Reed Financial's key competitors?

What other stocks do shareholders of Waddell & Reed Financial own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Waddell & Reed Financial investors own include Pfizer (PFE), AbbVie (ABBV), Ford Motor (F), Gilead Sciences (GILD), AT&T (T), Johnson & Johnson (JNJ), Verizon Communications (VZ), General Electric (GE), YRC Worldwide (YRCW) and Alibaba Group (BABA).

What is Waddell & Reed Financial's stock symbol?

Waddell & Reed Financial trades on the New York Stock Exchange (NYSE) under the ticker symbol "WDR."

Who are Waddell & Reed Financial's major shareholders?

Waddell & Reed Financial's stock is owned by many different retail and institutional investors. Top institutional shareholders include BlackRock Inc. (16.31%), Burgundy Asset Management Ltd. (5.39%), Dimensional Fund Advisors LP (3.85%), Alpine Associates Management Inc. (3.17%), Geode Capital Management LLC (1.60%) and Tudor Investment Corp Et Al (1.57%).
View institutional ownership trends for Waddell & Reed Financial

Which institutional investors are selling Waddell & Reed Financial stock?

WDR stock was sold by a variety of institutional investors in the last quarter, including Water Island Capital LLC, Barclays PLC, Gamco Investors INC. ET AL, Dimensional Fund Advisors LP, Gabelli Funds LLC, Northern Trust Corp, Morgan Stanley, and Dai Ichi Life Insurance Company Ltd.
View insider buying and selling activity for Waddell & Reed Financial
or view top insider-selling stocks.

Which institutional investors are buying Waddell & Reed Financial stock?

WDR stock was bought by a variety of institutional investors in the last quarter, including Tudor Investment Corp Et Al, Factorial Partners LLC, BlackRock Inc., Spring Creek Capital LLC, Alpine Associates Management Inc., CNH Partners LLC, UBS Group AG, and IndexIQ Advisors LLC.
View insider buying and selling activity for Waddell & Reed Financial
or or view top insider-buying stocks.

What is Waddell & Reed Financial's stock price today?

One share of WDR stock can currently be purchased for approximately $24.98.

How much money does Waddell & Reed Financial make?

Waddell & Reed Financial has a market capitalization of $1.55 billion and generates $1.07 billion in revenue each year. The asset manager earns $114.99 million in net income (profit) each year or $1.88 on an earnings per share basis.

How many employees does Waddell & Reed Financial have?

Waddell & Reed Financial employs 1,116 workers across the globe.

Does Waddell & Reed Financial have any subsidiaries?

The following companies are subsidiares of Waddell & Reed Financial: Fiduciary Trust Company of New Hampshire, Ivy Distributors Inc., Ivy Investment Management Company, Unicon Agency Inc., W & R Corporate LLC, W & R Insurance Agency Inc., Waddell & Reed Financial Services Inc., Waddell & Reed Inc., and Waddell & Reed Services Company.

When was Waddell & Reed Financial founded?

Waddell & Reed Financial was founded in 1937.

What is Waddell & Reed Financial's official website?

The official website for Waddell & Reed Financial is www.waddell.com.

Where are Waddell & Reed Financial's headquarters?

Waddell & Reed Financial is headquartered at 6300 LAMAR AVE, OVERLAND PARK KS, 66201.

How can I contact Waddell & Reed Financial?

Waddell & Reed Financial's mailing address is 6300 LAMAR AVE, OVERLAND PARK KS, 66201. The asset manager can be reached via phone at 913-236-2000 or via email at [email protected]

This page was last updated on 6/13/2021 by MarketBeat.com Staff
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