Waddell & Reed Financial Inc (WDR)
16.83
-0.36 -2.09%
NYSE
Jan 17, 20:00
Delayed 2m
USD
View All Key Stats
Key Stats
| Income Statement | |
| Revenue (TTM) | 1.072B |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (TTM) | 1.93 |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Net Income (TTM) | 145.52M |
| Profitability | |
| Gross Profit Margin (Quarterly) | 32.61% |
| Profit Margin (Quarterly) | 12.21% |
| Dividend | |
| Dividend Yield (Forward) | Upgrade |
| Dividend Yield | 5.94% |
| Price and Valuation | |
| Market Cap | 1.184B |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| PS Ratio | 1.181 |
| PE Ratio | 8.720 |
| Price to Book Value | 1.410 |
| Other | |
| Beta (5Y) | Upgrade |
| Debt to Equity Ratio | 0.113 |
| Free Cash Flow (Quarterly) | 59.64M |
| Return on Equity | Upgrade |
View All WDR News
News
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WireHeadlineTime (ET)
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Yahoo01/20 12:42
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Business Wire01/14 11:00
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MT Newswires01/13 10:13
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Business Wire01/13 06:45
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SA Breaking News01/10 15:57
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Yahoo01/10 15:54
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Business Wire01/10 15:00
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Yahoo12/31 08:43
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Yahoo12/31 08:34
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Yahoo12/26 11:16
View All Events
Events
| Date | Type | Description |
|---|---|---|
| 04/30/2020 10:00 EDT | Misc | Waddell & Reed Financial Inc First Quarter Earnings Conference Call in 2020 |
| 04/30/2020 | Earnings | Waddell & Reed Financial Inc First Quarter Earnings in 2020 Release |
| 02/04/2020 10:00 EST | Misc | Waddell & Reed Financial Inc Fourth Quarter Earnings Conference Call for 2019 |
| 02/04/2020 | Earnings | Waddell & Reed Financial Inc Fourth Quarter Earnings for 2019 Release |
| 01/10/2020 | Dividends | Amount: 0.25, Declared Date: Dec 23 2019, Pay Date: Feb 03 2020 |
| 10/29/2019 10:00 EDT | Misc | Waddell & Reed Financial Inc Third Quarter Earnings Conference Call for 2019 |
| 10/29/2019 | Earnings | Waddell & Reed Financial Inc Third Quarter Earnings in 2019 Release |
| 10/10/2019 | Dividends | Amount: 0.25, Declared Date: Sep 16 2019, Pay Date: Nov 01 2019 |
| 07/30/2019 10:00 EDT | Misc | Waddell & Reed Financial Inc Second Quarter Earnings Conference Call in 2019 |
| 07/30/2019 | Earnings | Waddell & Reed Financial Inc Second Quarter Earnings in 2019 Release |
Fundamentals
Income Statement View Statement
Ratings & Reports
- Y-Rating Upgrade
- Value Score Upgrade
- Fundamental Score Upgrade
- Valuation (Hist. Mult.) Upgrade
- Y-Rating Report Download
- One Page Report Download
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Profile
- URL: http://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. 04, 2020
- Last Earnings Release: Oct. 29, 2019
- Next Ex-Dividend Date: N/A
- Last Ex-Dividend Date: Jan. 10, 2020
- Description: Waddell & Reed is a midsize asset manager that had $71.9 billion in assets under management at the end of June 2019. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for close to 94% of managed assets, is handled through the company's own registered investment advisors (56% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Equity-driven strategies account for more than three quarters of total AUM, with fixed-income and money market 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 | 16.83 |
| Price Target | Upgrade |
| Price Target Upside (Daily) | Upgrade |
Top Fund Holders
| Symbol | Name | Weighting |
|---|---|---|
| FEVAHX | FT Deep Value Dividend Opp 9 RE | 3.82% |
| F000013G7K | FT Deep Value Dividend Opp 8 CA | 3.73% |
| F0000124QX | FT Deep Value Dividend 22 F CA | 3.61% |
| FKNEHX | FT Deep Value Dividend 23 RE | 3.51% |
| F000014K29 | Invesco Dividend Income R | 2.22% |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | 1.78% |
| HNTVX | Heartland Value Institutional | 1.36% |
| SQLV | Legg Mason Small-Cap Quality Value ETF | 0.66% |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | 0.65% |
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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