NYSE:WDR - Waddell & Reed Financial Stock Price, News, & Analysis

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$17.75 +0.38 (+2.19 %)
(As of 02/15/2019 04:00 PM ET)
Previous Close$17.75
Today's Range$17.4112 - $17.76
52-Week Range$16.01 - $21.83
Volume641,100 shs
Average Volume1.24 million shs
Market Capitalization$1.39 billion
P/E Ratio7.79
Dividend Yield5.76%
Beta1.44
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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Industry, Sector and Symbol

Industry Security brokers & dealers
Sub-IndustryAsset Management & Custody Banks
SectorFinance
CUSIP93005910
Phone913-236-2000

Debt

Price-To-Earnings

Sales & Book Value

Annual Sales$1.16 billion
Cash Flow$2.7017 per share
Book Value$11.28 per share

Profitability

Net Income$183.58 million

Miscellaneous

Employees1,430
Market Cap$1.39 billion
OptionableOptionable

Waddell & Reed Financial (NYSE:WDR) Frequently Asked Questions

What is Waddell & Reed Financial's stock symbol?

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

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, December 21st. Investors of record on Friday, January 11th will be given a dividend of $0.25 per share on Friday, February 1st. This represents a $1.00 dividend on an annualized basis and a yield of 5.63%. The ex-dividend date of this dividend is Thursday, January 10th. View Waddell & Reed Financial's Dividend History.

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

Waddell & Reed Financial, Inc. (NYSE:WDR) released its quarterly earnings data on Tuesday, February, 5th. The asset manager reported $0.60 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.49 by $0.11. The asset manager earned $272.20 million during the quarter, compared to analyst estimates of $273.78 million. Waddell & Reed Financial had a net margin of 15.82% and a return on equity of 20.81%. The firm's revenue was down 7.6% compared to the same quarter last year. During the same period last year, the business earned $0.36 earnings per share. View Waddell & Reed Financial's Earnings History.

When is Waddell & Reed Financial's next earnings date?

Waddell & Reed Financial is scheduled to release their next quarterly earnings announcement on Tuesday, May 7th 2019. View Earnings Estimates for Waddell & Reed Financial.

What price target have analysts set for WDR?

5 Wall Street analysts have issued 12-month target prices for Waddell & Reed Financial's stock. Their forecasts range from $14.00 to $23.00. On average, they anticipate Waddell & Reed Financial's stock price to reach $18.40 in the next twelve months. This suggests a possible upside of 3.7% from the stock's current price. View Analyst Price Targets for Waddell & Reed Financial.

What is the consensus analysts' recommendation for Waddell & Reed Financial?

5 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Waddell & Reed Financial in the last year. There are currently 4 sell ratings and 1 hold rating for the stock, resulting in a consensus recommendation of "Sell." View Analyst Ratings for Waddell & Reed Financial.

Has Waddell & Reed Financial been receiving favorable news coverage?

Media coverage about WDR stock has trended neutral recently, InfoTrie reports. The research firm identifies positive and negative news coverage by analyzing more than six thousand news and blog sources. The firm ranks coverage of public companies on a scale of negative five to five, with scores closest to five being the most favorable. Waddell & Reed Financial earned a coverage optimism score of 0.3 on InfoTrie's scale. They also gave press coverage about the asset manager a news buzz of 2.0 out of 10, indicating that recent news coverage is very unlikely to have an effect on the stock's share price in the next several days.

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

Who are Waddell & Reed Financial's key executives?

Waddell & Reed Financial's management team includes the folowing people:
  • Mr. Philip James Sanders C.F.A., CFA, MBA, CEO, Chief Investment Officer & Director (Age 60)
  • Mr. Brent Kyle Bloss CPA, Exec. VP & COO (Age 50)
  • Mr. John Earl Sundeen Jr., CFA, Sr. VP & Chief Admin. Officer of Investments (Age 58)
  • Mr. Benjamin Russell Clouse, Sr. VP, CFO & Principal Accounting Officer (Age 46)
  • Ms. Joan J. Albeck, Sr. VP & Chief Technology Officer

Who are Waddell & Reed Financial's major shareholders?

Waddell & Reed Financial's stock is owned by a variety of of institutional and retail investors. Top institutional investors include BlackRock Inc. (15.13%), Dimensional Fund Advisors LP (4.37%), Fisher Asset Management LLC (2.29%), Gamco Investors INC. ET AL (2.06%), Gabelli Funds LLC (1.74%) and Bank of New York Mellon Corp (1.65%). Company insiders that own Waddell & Reed Financial stock include Alan W Kosloff, Benjamin R Clouse, James M Raines, Jerry W Walton, John E Sundeen Jr, Thomas W Butch and Wendy J Hills. View Institutional Ownership Trends for Waddell & Reed Financial.

Which major investors are selling Waddell & Reed Financial stock?

WDR stock was sold by a variety of institutional investors in the last quarter, including Prudential Financial Inc., KBC Group NV, Millennium Management LLC, Amundi Pioneer Asset Management Inc., Foresters Investment Management Company Inc., Barclays PLC, Connor Clark & Lunn Investment Management Ltd. and Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp. Company insiders that have sold Waddell & Reed Financial company stock in the last year include Alan W Kosloff, James M Raines and Jerry W Walton. View Insider Buying and Selling for Waddell & Reed Financial.

Which major investors are buying Waddell & Reed Financial stock?

WDR stock was bought by a variety of institutional investors in the last quarter, including Brown Advisory Inc., Oregon Public Employees Retirement Fund, Ackerman Capital Advisors LLC, MERIAN GLOBAL INVESTORS UK Ltd, BlackRock Inc., Chicago Equity Partners LLC, Robeco Institutional Asset Management B.V. and First Trust Advisors LP. View Insider Buying and Selling for Waddell & Reed Financial.

How do I buy shares of Waddell & Reed Financial?

Shares of WDR can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

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

One share of WDR stock can currently be purchased for approximately $17.75.

How big of a company is Waddell & Reed Financial?

Waddell & Reed Financial has a market capitalization of $1.39 billion and generates $1.16 billion in revenue each year. The asset manager earns $183.58 million in net income (profit) each year or $2.28 on an earnings per share basis. Waddell & Reed Financial employs 1,430 workers across the globe.

What is Waddell & Reed Financial's official website?

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

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]


MarketBeat Community Rating for Waddell & Reed Financial (NYSE WDR)

Community Ranking:  1.8 out of 5 (star)
Outperform Votes:  325 (Vote Outperform)
Underperform Votes:  555 (Vote Underperform)
Total Votes:  880
MarketBeat's community ratings are surveys of what our community members think about Waddell & Reed Financial and other stocks. Vote "Outperform" if you believe WDR will outperform the S&P 500 over the long term. Vote "Underperform" if you believe WDR will underperform the S&P 500 over the long term. You may vote once every thirty days.
This page was last updated on 2/16/2019 by MarketBeat.com Staff

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