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

-0.11 (-0.62 %)
(As of 09/18/2019 07:31 AM ET)
Today's Range
Now: $17.64
50-Day Range
MA: $16.47
52-Week Range
Now: $17.64
Volume536,550 shs
Average Volume676,718 shs
Market Capitalization$1.29 billion
P/E Ratio7.74
Dividend Yield5.61%
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. Read More…

Industry, Sector and Symbol

Industry Security brokers & dealers
Sub-IndustryAsset Management & Custody Banks



Sales & Book Value

Annual Sales$1.16 billion
Cash Flow$2.7180 per share
Book Value$11.28 per share


Net Income$183.59 million


Market Cap$1.29 billion
Next Earnings Date10/29/2019 (Estimated)

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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 declared a quarterly dividend on Tuesday, June 18th. Shareholders of record on Thursday, July 11th will be given a dividend of $0.25 per share on Thursday, August 1st. This represents a $1.00 dividend on an annualized basis and a yield of 5.67%. The ex-dividend date of this dividend is Wednesday, July 10th. View Waddell & Reed Financial's Dividend History.

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

Waddell & Reed Financial, Inc. (NYSE:WDR) issued its quarterly earnings results on Tuesday, July, 30th. The asset manager reported $0.42 earnings per share for the quarter, beating the consensus estimate of $0.37 by $0.05. The asset manager earned $270.20 million during the quarter, compared to analysts' expectations of $267.48 million. Waddell & Reed Financial had a net margin of 14.48% and a return on equity of 17.88%. Waddell & Reed Financial's revenue for the quarter was down 8.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.55 EPS. 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, October 29th 2019. View Earnings Estimates for Waddell & Reed Financial.

What price target have analysts set for WDR?

7 equities research analysts have issued twelve-month price targets for Waddell & Reed Financial's stock. Their predictions range from $14.00 to $18.00. On average, they expect Waddell & Reed Financial's share price to reach $16.3333 in the next year. This suggests that the stock has a possible downside of 7.4%. View Analyst Price Targets for Waddell & Reed Financial.

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

7 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Waddell & Reed Financial in the last year. There are currently 5 sell ratings, 1 hold rating and 1 buy 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 headlines about WDR stock have trended negative this week, according to InfoTrie. InfoTrie identifies negative and positive media coverage by monitoring more than six thousand blog and news sources in real time. The firm ranks coverage of companies on a scale of -5 to 5, with scores nearest to five being the most favorable. Waddell & Reed Financial earned a daily sentiment score of -2.9 on InfoTrie's scale. They also gave headlines about the asset manager a news buzz of 10.0 out of 10, indicating that recent media coverage is extremely likely to have an impact on the company's share price in the near future. View News Stories for Waddell & Reed Financial.

Are investors shorting Waddell & Reed Financial?

Waddell & Reed Financial saw a increase in short interest in August. As of August 31st, there was short interest totalling 18,613,500 shares, an increase of 8.7% from the July 31st total of 17,127,700 shares. Based on an average daily trading volume, of 784,200 shares, the short-interest ratio is presently 23.7 days. Currently, 26.2% of the company's stock are short sold. View Waddell & Reed Financial's Current Options Chain.

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 YRC Worldwide (YRCW), Ford Motor (F), Realogy (RLGY), General Electric (GE), Pfizer (PFE), Gilead Sciences (GILD), Johnson & Johnson (JNJ), Mattel (MAT), Procter & Gamble (PG) and Visa (V).

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. Benjamin Russell Clouse, Sr. VP, CFO, Treasurer (Age 46)
  • Mr. Brent Kyle Bloss CPA, CPA, Exec. VP & COO (Age 50)
  • Mr. Mark Patrick Buyle, Sr. VP, Chief Legal Officer, Gen. Counsel & Sec. (Age 52)
  • Ms. Amy Jo Scupham C.F.A., Sr. VP of Distribution (Age 44)

Who are Waddell & Reed Financial's major shareholders?

Waddell & Reed Financial's stock is owned by many different of retail and institutional investors. Top institutional shareholders include BlackRock Inc. (16.04%), Vanguard Group Inc. (9.58%), Invesco Ltd. (5.10%), Van Berkom & Associates Inc. (3.55%), APG Asset Management N.V. (3.42%) and Fisher Asset Management LLC (2.33%). Company insiders that own Waddell & Reed Financial stock include Alan W Kosloff, Dennis E Logue, 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 institutional investors are selling Waddell & Reed Financial stock?

WDR stock was sold by a variety of institutional investors in the last quarter, including Vanguard Group Inc., Skandinaviska Enskilda Banken AB publ, Heartland Advisors Inc., Parametric Portfolio Associates LLC, Wells Fargo & Company MN, Gabelli Funds LLC, AQR Capital Management LLC and Gamco Investors INC. ET AL. Company insiders that have sold Waddell & Reed Financial company stock in the last year include Dennis E Logue, James M Raines and Jerry W Walton. View Insider Buying and Selling for Waddell & Reed Financial.

Which institutional investors are buying Waddell & Reed Financial stock?

WDR stock was bought by a variety of institutional investors in the last quarter, including APG Asset Management N.V., Morgan Stanley, Nuveen Asset Management LLC, Renaissance Technologies LLC, Robeco Institutional Asset Management B.V., Alberta Investment Management Corp, D. E. Shaw & Co. Inc. and JPMorgan Chase & Co.. 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, Robinhood, Fidelity and Charles Schwab.

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

One share of WDR stock can currently be purchased for approximately $17.64.

How big of a company is Waddell & Reed Financial?

Waddell & Reed Financial has a market capitalization of $1.29 billion and generates $1.16 billion in revenue each year. The asset manager earns $183.59 million in net income (profit) each year or $2.28 on an earnings per share basis. Waddell & Reed Financial employs 1,332 workers across the globe.View Additional Information About Waddell & Reed Financial.

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:  1.9 out of 5 (star)
Outperform Votes:  350 (Vote Outperform)
Underperform Votes:  585 (Vote Underperform)
Total Votes:  935
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 9/18/2019 by MarketBeat.com Staff

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