NYSE:WDR - Waddell & Reed Financial Stock Price, Price Target & More

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$18.81 +0.06 (+0.32 %)
(As of 06/24/2018 06:48 AM ET)
Previous Close$18.81
Today's Range$18.7550 - $19.06
52-Week Range$17.53 - $23.82
Volume843,789 shs
Average Volume516,194 shs
Market Capitalization$1.54 billion
P/E Ratio9.80
Dividend Yield5.33%
Beta1.92
Waddell & Reed Financial logoWaddell & 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
SymbolNYSE:WDR
CUSIP93005910
Phone913-236-2000

Debt

Debt-to-Equity Ratio0.11
Current Ratio4.27
Quick Ratio1.59

Price-To-Earnings

Trailing P/E Ratio9.80
Forward P/E Ratio8.91
P/E GrowthN/A

Sales & Book Value

Annual Sales$1.16 billion
Price / Sales1.33
Cash Flow$2.2366 per share
Price / Cash8.41
Book Value$10.47 per share
Price / Book1.80

Profitability

EPS (Most Recent Fiscal Year)$1.92
Net Income$141.27 million
Net Margins11.76%
Return on Equity17.97%
Return on Assets11.41%

Miscellaneous

Employees1,430
Outstanding Shares82,040,000

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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 Wednesday, June 20th. Stockholders of record on Wednesday, July 11th will be paid a dividend of $0.25 per share on Wednesday, August 1st. This represents a $1.00 annualized dividend and a dividend yield of 5.32%. The ex-dividend date is Tuesday, July 10th. View Waddell & Reed Financial's Dividend History.

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

Waddell & Reed Financial, Inc. (NYSE:WDR) announced its quarterly earnings data on Tuesday, May, 1st. The asset manager reported $0.56 EPS for the quarter, topping the Thomson Reuters' consensus estimate of $0.54 by $0.02. The asset manager earned $297.60 million during the quarter, compared to analysts' expectations of $288.38 million. Waddell & Reed Financial had a net margin of 11.76% and a return on equity of 17.97%. The company's revenue was up 3.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.40 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, July, 31st 2018. View Earnings Estimates for Waddell & Reed Financial.

What price target have analysts set for WDR?

7 equities research analysts have issued 1 year target prices for Waddell & Reed Financial's shares. Their predictions range from $18.00 to $23.00. On average, they anticipate Waddell & Reed Financial's share price to reach $20.2857 in the next year. View Analyst Ratings for Waddell & Reed Financial.

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 59)
  • Mr. Brent Kyle Bloss CPA, Exec. VP & COO (Age 49)
  • Ms. Wendy Jacqueline Hills, Exec. VP, Chief Legal Officer, Gen. Counsel & Sec. (Age 48)
  • Mr. John Earl Sundeen Jr., CFA, Sr. VP & Chief Admin. Officer of Investments (Age 57)
  • Mr. Benjamin Russell Clouse, Sr. VP, CFO & Principal Accounting Officer (Age 45)

Has Waddell & Reed Financial been receiving favorable news coverage?

Media stories about WDR stock have been trending somewhat positive on Sunday, according to Accern. The research firm scores the sentiment of press coverage by analyzing more than twenty million blog and news sources in real-time. Accern ranks coverage of public companies on a scale of negative one to one, with scores nearest to one being the most favorable. Waddell & Reed Financial earned a coverage optimism score of 0.13 on Accern's scale. They also gave news stories about the asset manager an impact score of 44.16 out of 100, indicating that recent press coverage is somewhat unlikely to have an effect on the stock's share price in the immediate future.

Who are Waddell & Reed Financial's major shareholders?

Waddell & Reed Financial's stock is owned by a variety of of retail and institutional investors. Top institutional investors include BlackRock Inc. (12.15%), Dimensional Fund Advisors LP (3.77%), Van Berkom & Associates Inc. (2.92%), Fisher Asset Management LLC (2.28%), Gamco Investors INC. ET AL (2.07%) and Schroder Investment Management Group (2.03%). 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 BlackRock Inc., Schroder Investment Management Group, UBS Group AG, Interval Partners LP, California Public Employees Retirement System, Fisher Asset Management LLC, JPMorgan Chase & Co. and BNP Paribas Arbitrage SA. Company insiders that have sold Waddell & Reed Financial company stock in the last year 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 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 Millennium Management LLC, Matarin Capital Management LLC, Foundry Partners LLC, Citigroup Inc., Old Mutual Global Investors UK Ltd., Robeco Institutional Asset Management B.V., KBC Group NV and Barclays PLC. 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 $18.81.

How big of a company is Waddell & Reed Financial?

Waddell & Reed Financial has a market capitalization of $1.54 billion and generates $1.16 billion in revenue each year. The asset manager earns $141.27 million in net income (profit) each year or $1.92 on an earnings per share basis. Waddell & Reed Financial employs 1,430 workers across the globe.

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 (WDR)

Community Ranking:  1.8 out of 5 (star)
Outperform Votes:  268 (Vote Outperform)
Underperform Votes:  482 (Vote Underperform)
Total Votes:  750
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 6/24/2018 by MarketBeat.com Staff

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