Waddell & Reed Financial Inc (WDR)
25.03
-0.01 -0.04%
NYSE
Jan 15, 20:00
USD
View All Key Stats
Key Stats
| Income Statement | |
| Revenue (TTM) | 1.042B |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (TTM) | 1.41 |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Net Income (TTM) | 93.27M |
| Profitability | |
| Gross Profit Margin (Quarterly) | 31.03% |
| Profit Margin (Quarterly) | 11.40% |
| Dividend | |
| Dividend Yield (Forward) | Upgrade |
| Dividend Yield | 4.00% |
| Price and Valuation | |
| Market Cap | 1.565B |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| PS Ratio | 1.606 |
| PE Ratio | 17.75 |
| Price to Book Value | 2.093 |
| Other | |
| Beta (5Y) | Upgrade |
| Debt to Equity Ratio | 0.1271 |
| Free Cash Flow (Quarterly) | 62.04M |
| Return on Equity | Upgrade |
View All WDR News
News
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WireHeadlineTime (ET)
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Yahoo01/16 15:17
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PR Newswire01/15 21:00
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MT Newswires01/13 07:14
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SA Breaking News01/13 07:13
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SA Breaking News01/13 07:13
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Yahoo01/13 06:45
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Globe Newswire01/13 02:10
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PR Newswire01/12 19:06
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PR Newswire01/12 10:57
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PR Newswire01/10 10:35
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Yahoo01/08 20:30
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Globe Newswire01/07 13:54
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Yahoo01/07 09:10
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PR Newswire01/05 11:29
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Yahoo01/03 14:20
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Yahoo01/02 07:30
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Yahoo12/30 21:00
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Globe Newswire12/30 10:04
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PR Newswire12/28 21:15
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PR Newswire12/28 20:30
View All Events
Events
| Date | Type | Description |
|---|---|---|
| 02/04/2021 10:00 EST | Misc | Waddell & Reed Financial Inc Fourth Quarter Earnings Conference Call for 2020 |
| 02/03/2021 | Earnings | Waddell & Reed Financial Inc Fourth Quarter Earnings for 2020 Release |
| 01/08/2021 | Dividends | Amount: 0.25, Declared Date: Dec 21 2020, Pay Date: Feb 01 2021 |
| 10/27/2020 | Earnings | Waddell & Reed Financial Inc Third Quarter Earnings Result for 2020 |
| 10/27/2020 10:00 EDT | Misc | Waddell & Reed Financial Inc Third Quarter Earnings Conference Call for 2020 |
| 10/08/2020 | Dividends | Amount: 0.25, Declared Date: Sep 15 2020, Pay Date: Nov 02 2020 |
| 07/28/2020 10:00 EDT | Misc | Waddell & Reed Financial Inc Second Quarter Earnings Conference Call for 2020 |
| 07/28/2020 | Earnings | Waddell & Reed Financial Inc Second Quarter Earnings Result for 2020 |
| 07/10/2020 | Dividends | Amount: 0.25, Declared Date: Jun 17 2020, Pay Date: Aug 03 2020 |
| 04/29/2020 10:00 CDT | Misc | Waddell & Reed Financial Inc Annual General Meeting for 2019 |
Fundamentals
Income Statement View Statement
Ratings & Reports
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- Value Score Upgrade
- Fundamental Score Upgrade
- Valuation (Hist. Mult.) Upgrade
- Y-Rating Report Download
- One Page Report Download
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Profile
- URL: https://www.waddell.com
- Investor Relations URL: http://ir.waddell.com/
- HQ State/Province: Kansas
- Sector: Financial Services
- Industry: Asset Management
- Equity Style: Small Cap/Value
- Next Earnings Release: Feb. 03, 2021
- Last Earnings Release: Oct. 27, 2020
- Next Ex-Dividend Date: N/A
- Last Ex-Dividend Date: Jan. 08, 2021
- Description: Waddell & Reed is a midsize asset manager that had $66.2 billion in assets under management at the end of October 2020. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 95% of managed assets, is handled through the company's own registered investment advisors (59% of AUM) and third-party broker/dealers and advisors (36%) in the wholesale channel. Equity-driven strategies account for an estimated 78% of total AUM, with fixed-income (20%) and money market (2%) offerings accounting for the remainder. The company has no discernible reach outside the United States.
Analyst Coverage
| Consensus Recommendations | |
| Buy Recommendations | Upgrade |
| Outperform Recommendations | Upgrade |
| Hold Recommendations | Upgrade |
| Underperform Recommendations | Upgrade |
| Sell Recommendations | Upgrade |
| Consensus Recommendation | Upgrade |
| Consensus Rating | Upgrade |
| Target Price | |
| Price | 25.03 |
| Price Target | Upgrade |
| Price Target Upside (Daily) | Upgrade |
Top Fund Holders
| Symbol | Name | Weighting |
|---|---|---|
| F0000124QX | FT Deep Value Dividend 22 F CA | 5.38% |
| GCFSX | Gabelli Global Financial Services C | 4.38% |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | 2.51% |
| YFSNX | AMG Yacktman Focused Sec Selectn Only N | 1.70% |
| CSB | VictoryShares US SmCp Hi Div Vol Wtd ETF | 1.61% |
| FGD | First Trust Dow Jones Global Sel Div ETF | 1.44% |
| XSLV | Invesco S&P SmallCap Low Volatility ETF | 1.11% |
| RSQCX | Royce Special Equity Consult | 1.04% |
| PMJPX | PIMCO RAE US Small I-2 | 0.87% |
| ASQGX | American Century Small Company R5 | 0.73% |
| VUSE | Vident Core US Equity | 0.66% |
| FNDA | Schwab Fundamental US Small Company ETF | 0.30% |
Other Resources
- 13F Filings Whale Wisdom
- Call Transcripts Seeking Alpha
- Insider Trading Morningstar
- Institutional Ownership Nasdaq
- SEC Filings SEC
- WDR Tweets Stocktwits
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