Waddell & Reed Financial Inc (WDR)
12.17
+0.39 +3.31%
NYSE
Apr 7, 09:41
Delayed 2m
USD
View All Key Stats
Key Stats
| Income Statement | |
| Revenue (TTM) | 1.070B |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (TTM) | 1.56 |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Net Income (TTM) | 114.99M |
| Profitability | |
| Gross Profit Margin (Quarterly) | 33.34% |
| Profit Margin (Quarterly) | 5.90% |
| Dividend | |
| Dividend Yield (Forward) | Upgrade |
| Dividend Yield | 8.22% |
| Price and Valuation | |
| Market Cap | 817.23M |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| PS Ratio | 0.8336 |
| PE Ratio | 7.801 |
| Price to Book Value | 1.010 |
| Other | |
| Beta (5Y) | Upgrade |
| Debt to Equity Ratio | 0.1174 |
| Free Cash Flow (Quarterly) | 80.19M |
| Return on Equity | Upgrade |
View All WDR News
News
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WireHeadlineTime (ET)
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Business Wire04/06 06:45
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Business Wire04/01 10:00
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Yahoo03/27 15:15
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SA Breaking News03/17 06:51
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Business Wire03/17 06:45
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MT Newswires03/13 12:42
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Business Wire03/12 16:30
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Yahoo03/11 11:06
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MT Newswires03/11 07:21
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SA Breaking News03/11 07:06
View All Events
Events
| Date | Type | Description |
|---|---|---|
| 07/30/2020 10:00 EDT | Misc | Waddell & Reed Financial Inc Second Quarter Earnings Conference Call in 2020 |
| 07/30/2020 | Earnings | Waddell & Reed Financial Inc Second Quarter Earnings in 2020 Release |
| 04/28/2020 10:00 EDT | Misc | Waddell & Reed Financial Inc First Quarter Earnings Conference Call for 2020 |
| 04/28/2020 | Earnings | Waddell & Reed Financial Inc First Quarter Earnings in 2020 Release |
| 04/08/2020 | Dividends | Amount: 0.25, Declared Date: Mar 17 2020, Pay Date: May 01 2020 |
| 02/21/2020 | Misc | Waddell & Reed Financial Inc Annual Report for 2019 |
| 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 |
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: 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: Apr. 28, 2020
- Last Earnings Release: Feb. 04, 2020
- Next Ex-Dividend Date: Apr. 08, 2020
- Last Ex-Dividend Date: Jan. 10, 2020
- Description: Waddell & Reed is a midsize asset manager that had $70.0 billion in assets under management at the end of 2019. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 96% of managed assets, is handled through the company's own registered investment advisors (58% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Equity-driven strategies account for 78% 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 | 12.17 |
| Price Target | Upgrade |
| Price Target Upside (Daily) | Upgrade |
Top Fund Holders
| Symbol | Name | Weighting |
|---|---|---|
| F000013TBM | FT Deep Value Dividend Opp 9 F CA | 4.65% |
| F000013G7N | FT Deep Value Dividend Opp 8 F RE | 4.07% |
| F000013KBD | FT Deep Value Dividend 23 F CA | 3.70% |
| F0000124QX | FT Deep Value Dividend 22 F CA | 3.65% |
| F000011H47 | FT Deep Value Dividend 21 CA | 3.51% |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | 2.82% |
| F000014K29 | Invesco Dividend Income R | 2.17% |
| XSHD | Invesco S&P SmallCap Hi Div Low Vol ETF | 2.11% |
| XSVM | Invesco S&P SmallCap Value with Momt ETF | 0.98% |
| FYT | First Trust Small Cap Val AlphaDEX® ETF | 0.80% |
| SQLV | Legg Mason Small-Cap Quality Value ETF | 0.61% |
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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