NYSE:WDR Waddell & Reed Financial (WDR) Stock Price, News & Analysis → This Apple-like Innovator is Revolutionizing Healthcare (From Wall Street Star) (Ad) Free WDR Stock Alerts Notice: This company has been marked as potentially delisted and may not be actively trading. Add Compare Share Share Today's Range$24.98▼$25.0050-Day Range$24.93▼$25.0052-Week Range$12.46▼$25.90Volume5.53 million shsAverage Volume750,422 shsMarket Capitalization$1.55 billionP/E Ratio17.97Dividend Yield4.00%Price TargetN/A Stock AnalysisStock Analysis Get Waddell & Reed Financial alerts: Email Address Waddell & Reed Financial MarketRank™ Stock AnalysisAnalyst RatingN/AUpside/DownsideN/AShort InterestN/ADividend StrengthModerateBased on Four FactorsSustainability-0.26Upright™ Environmental ScoreNews SentimentN/AInsider TradingN/AProj. Earnings Growth-14.09%From $1.49 to $1.28 Per ShareSee Full Details Hide Full Details Overall MarketRank™New Rank-Based ScoringMarketRank™ is calculated by averaging available category scores (with extra weight given to analysis and valuation), then ranking the company's weighted average against that of other companies.0.34 out of 5 starsFinance Sector835th out of 847 stocksSecurity Brokers & Dealers Industry27th out of 27 stocks N/A Analyst's Opinion Consensus RatingThere is not enough analysis data for Waddell & Reed Financial. Previous Next N/A Short Interest Short InterestThere is no current short interest data available for WDR. Previous Next 2.5 Dividend Strength Dividend LeadershipWaddell & Reed Financial is a leading dividend payer. It pays a dividend yield of 4.00%, putting its dividend yield in the top 25% of dividend-paying stocks.Dividend GrowthWaddell & Reed Financial does not have a long track record of dividend growth.Dividend CoverageThe dividend payout ratio of Waddell & Reed Financial is 53.19%. This payout ratio is at a healthy, sustainable level, below 75%.Dividend SustainabilityBased 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. Previous Next 2.7 Sustainability and ESG Overall ESG (Environmental, Social, and Governance) ScoreWaddell & Reed Financial has received a 20.29% net impact score from Upright. The largest positive contribution comes from its "Distributing knowledge" impact, which is mostly driven by its "Derivative securities brokerage services", "Debt securities brokerage services", and "Equity securities brokerage services" products. See details.Environmental SustainabilityThe Environmental Impact score for Waddell & Reed Financial is -0.26. Previous Next 0.0 News and Social Media Coverage News Coverage This WeekMarketBeat has tracked 1 news article for Waddell & Reed Financial this week, compared to 0 articles on an average week. Previous Next 0.0 Company Ownership Insider Buying vs. Insider SellingIn the past three months, Waddell & Reed Financial insiders have not sold or bought any company stock.Percentage Held by InsidersOnly 2.74% of the stock of Waddell & Reed Financial is held by insiders. Previous Next 1.3 Earnings and Valuation Earnings GrowthEarnings for Waddell & Reed Financial are expected to decrease by -14.09% in the coming year, from $1.49 to $1.28 per share.Price to Earnings Ratio vs. the MarketThe P/E ratio of Waddell & Reed Financial is 17.97, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 132.63.Price to Earnings Ratio vs. SectorThe P/E ratio of Waddell & Reed Financial is 17.97, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 57.11.Price to Book Value per Share RatioWaddell & Reed Financial has a P/B Ratio of 2.17. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities. Previous Next See Top Rated MarketRank™ Stocks Here Ad Wall Street StarThis Apple-like Innovator is Revolutionizing HealthcareAI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.Click here to learn more about the booming eHealth industry About Waddell & Reed Financial Stock (NYSE:WDR)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.Read More Ad Wall Street StarThis Apple-like Innovator is Revolutionizing HealthcareAI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.Click here to learn more about the booming eHealth industry WDR Stock News HeadlinesApril 21, 2024 | finance.yahoo.comReed's, Inc. (REED)September 5, 2023 | investing.comWaddell & Reed Advisor Science And Technology Fund Class A (UNSCX)April 23, 2024 | Wall Street Star (Ad)This Apple-like Innovator is Revolutionizing HealthcareAI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.July 16, 2023 | investopedia.comDeclining Q2 Earnings Expectations May Still Not Point to a RecessionJuly 13, 2023 | investopedia.comJanet Yellen Calls China Trip "Step Forward" in Improving RelationsApril 23, 2023 | investing.comWaddell & Reed Advisors Dividend Opportunities Fund Class A (WDVAX)April 21, 2023 | investopedia.comCommercial Real Estate Loans May Add To Woes For Troubled Regional BanksMarch 24, 2023 | health.usnews.comDr. Ken W. WaddellApril 23, 2024 | Wall Street Star (Ad)This Apple-like Innovator is Revolutionizing HealthcareAI has infiltrated so many sectors, it's sent the demand for AI-friendly GPU computer chips rocketing. Nvidia has gone up more than 3x in the past year. It is now valued well over $2 trillion, making it one of the largest companies in the world.March 23, 2023 | finance.yahoo.comWaddell & Reed Advisors Funds - Waddell & Reed Advisors Science and Technology Fund (UNSCX)January 13, 2023 | usnews.comWaddell Language AcademyJanuary 12, 2023 | finance.yahoo.comEmpower Appoints Carol Waddell to Lead Individual Investor UnitJanuary 5, 2023 | ft.comLou Reed: Words & Music, May 1965 album review — an intriguing time capsuleJanuary 5, 2023 | thestreet.comWaddell & Reed Financial Reaches New 52-Week High (WDR)September 25, 2022 | bizjournals.comWith Blue KC lease, 1400KC office building is poised to keep $20M property tax incentiveAugust 20, 2022 | thestreet.comAward-Winning 'Small' Fund Not Small After AllJuly 15, 2022 | thestreet.comWaddell & Reed Financial, Inc. Class A NewsJuly 7, 2022 | thestreet.comFlash Crash Report Singles Out TradeJune 6, 2022 | bizjournals.comCopper Financial hires former Waddell & Reed exec as general counselOctober 26, 2021 | finance.yahoo.comAffiliated Managers Initiated at NeutralSee More Headlines Receive WDR Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Waddell & Reed Financial and its competitors with MarketBeat's FREE daily newsletter. Email Address Company Calendar Last Earnings2/01/2021Today4/23/2024Get Stock AlertsIndustry, Sector and Symbol Stock ExchangeNYSE SectorFinance Industry Security Brokers & Dealers Sub-IndustryAsset Management & Custody Banks Current SymbolNYSE:WDR CUSIP93005910 CIK1052100 Webwww.waddell.com Phone913-236-2000FaxN/AEmployees1,116Year Founded1937Profitability EPS (Most Recent Fiscal Year)$1.88 Trailing P/E Ratio17.97 Forward P/E Ratio16.77 P/E GrowthN/ANet Income$114.99 million Net Margins9.17% Pretax MarginN/A Return on Equity14.57% Return on Assets9.54% Debt Debt-to-Equity RatioN/A Current Ratio2.75 Quick Ratio0.95 Sales & Book Value Annual Sales$1.07 billion Price / Sales1.45 Cash Flow$3.27 per share Price / Cash Flow7.64 Book Value$11.50 per share Price / Book2.17Miscellaneous Outstanding Shares62,178,000Free FloatN/AMarket Cap$1.55 billion OptionableOptionable Beta1.44 Social Links Investing Strategies To Help Grow Your Retirement IncomeNeed to stretch out your 401K or Roth IRA plan? Use these time-tested investing strategies to grow the monthly retirement income that your stock portfolio generates.Get This Free Report Key ExecutivesMr. Philip James Sanders C.F.A. (Age 62)CFA, MBA, CEO & Director Comp: $1.71MMr. Brent Kyle Bloss CPA (Age 52)CPA, Pres Comp: $1.23MMr. Benjamin Russell Clouse (Age 48)Sr. VP & CFO Comp: $991.8kMr. Daniel Partner Hanson C.F.A.CFA, Sr. VP & Chief Investment OfficerMr. Shawn Michael Mihal (Age 46)Sr. VP of Wealth Management Comp: $888.36kMr. Michael John Daley (Age 38)VP, Chief Accounting Officer, Investor Relations & Treasurer Mr. Eric J. MeltzerSr. VP & CTOMr. Mark Patrick Buyle (Age 53)Sr. VP, Chief Legal Officer, Gen. Counsel & Sec. Mr. Roger HoadleyVP & Director of CommunicationsMr. Christopher W. Rackers (Age 50)Sr. VP and Chief People & Brand Officer More ExecutivesKey CompetitorsWisdomTreeNYSE:WTNavientNASDAQ:NAVIAssociated Capital GroupNYSE:ACGAMCO InvestorsNYSE:GAMIUP FintechNASDAQ:TIGRView All Competitors WDR Stock Analysis - Frequently Asked Questions How were Waddell & Reed Financial's earnings last quarter? Waddell & Reed Financial, Inc. (NYSE:WDR) posted its quarterly earnings data on Monday, February, 1st. The asset manager reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.46 by $0.05. The asset manager had revenue of $278.10 million for the quarter, compared to analyst estimates of $267.05 million. Waddell & Reed Financial had a trailing twelve-month return on equity of 14.57% and a net margin of 9.17%. The firm's quarterly revenue was up 3.0% on a year-over-year basis. During the same period in the prior year, the company earned $0.51 earnings per share. Is Waddell & Reed Financial a good dividend stock? Waddell & Reed Financial (NYSE:WDR) 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. The dividend payout ratio is 53.19%. This payout ratio is at a healthy, sustainable level, below 75%. Based on EPS estimates, WDR will have a dividend payout ratio of 78.13% in the coming year. This indicates that the company may not be able to sustain their current dividend. Read our dividend analysis for WDR. What is Philip Sanders' approval rating as Waddell & Reed Financial's CEO? 58 employees have rated Waddell & Reed Financial Chief Executive Officer Philip Sanders on Glassdoor.com. Philip Sanders has an approval rating of 68% among the company's employees. 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). 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.Read More This page (NYSE:WDR) was last updated on 4/23/2024 by MarketBeat.com Staff From Our PartnersThe A.I. story nobody is telling you (Read ASAP)TradeSmithDon’t Miss Out on the AI Gold Rush That’s Just Getting StartedBanyan Hill PublishingHealthcare Takes A Big Step Forward With The Help Of AIThe Bull ReportThis Apple-like Innovator is Revolutionizing HealthcareWall Street Startop AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)Traders AgencyDid You Get Your Free Bitcoin Yet?Crypto Swap Profits[Shocking] Elon Musk’s Plan To End BanksCrypto 101 MediaUrgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!American Alternative Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Waddell & Reed Financial, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
