WDR Key Stats
|Revenue (Quarterly YoY Growth)||18.31%|
|EPS Diluted (TTM)||2.664|
|EPS Diluted (Quarterly YoY Growth)||700.0%|
|Net Income (TTM)||227.56M|
|Gross Profit Margin (Quarterly)||51.30%|
|Profit Margin (Quarterly)||19.71%|
|Dividend Yield (TTM)||1.82%|
|Payout Ratio (TTM) Pro||Go Pro|
- SEI Investments Enhances Shareholder Value - Analyst Blog Zacks 10:40 AM
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- At Waddell & Reed, Morning Meetings Help Teams Grow Dec 6
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- Virtus Investment Upped to Strong Buy - Analyst Blog Zacks Dec 4
- Artisan Partners Upped to Strong Buy - Analyst Blog Zacks Dec 4
- Affiliated Managers Hits 52-Week High - Analyst Blog Zacks Dec 3
- Invesco Reaches 52-Week High Nov 29
- Invesco Reaches 52-Week High - Analyst Blog Zacks Nov 29
- Red Bull Says Vettel’s F-1 Success Won’t Scare Away TV Audience Nov 27
WDR Total Returns Comparison
This total returns chart shows the returns to an investor from both price appreciation and dividends (dividends are assumed to be reinvested). Waddell & Reed Fnancial is up 94.44% over the last year vs S&P 500 Total Return up 29.19%, GAMCO Investors up 64.24%, and Invesco up 44.65%.
Fundamental analysis of a business involves analyzing its financial statements and health, its management and competitive advantages. The key financial statements of a company are the income statement, balance sheet and cash flow statement.
Income Statement View Statement
Balance Sheet View Statement
Pro Ratings for WDR
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Waddell & Reed, Inc., founded in 1937, is one of the oldest mutual fund complexes in the United States, having introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. It completed an initial public offering in 1998. Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and Waddell & Reed InvestEd Portfolios, Inc., while Ivy Investment Management Company serves as investment advisor to Ivy Funds, Inc. and the Ivy Funds portfolios. Waddell & Reed, Inc. serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolio, Inc. and Waddell & Reed InvestEd Portfolios, Inc., while Ivy Funds Distributor, Inc. serves as principal underwriter and distributor to Ivy Funds, Inc. and the Ivy Funds portfolios. The company distributes products through three primary channels, the Advisors channel (a network of personal financial advisors around the country); the Wholesale channel (unaffilated broker/dealers, registered investment advisors and retirement platforms); and the Institutional channel (pension plans, defined benefit plans and endowments). The company is based in Overland Park, Kansas.