Waddell & Reed Financial Inc (WDR)
15.03
+0.60 +4.16%
NYSE
Aug 5, 20:00
USD
View All Key Stats
Key Stats
| Income Statement | |
| Revenue (TTM) | 1.045B |
| Revenue (Quarterly YoY Growth) | Upgrade |
| EPS Diluted (TTM) | 1.39 |
| EPS Diluted (Quarterly YoY Growth) | Upgrade |
| Net Income (TTM) | 95.80M |
| Profitability | |
| Gross Profit Margin (Quarterly) | 29.29% |
| Profit Margin (Quarterly) | 10.34% |
| Dividend | |
| Dividend Yield (Forward) | Upgrade |
| Dividend Yield | 6.65% |
| Price and Valuation | |
| Market Cap | 979.41M |
| 52 Week High (Daily) | Upgrade |
| 52 Week Low (Daily) | Upgrade |
| PS Ratio | 0.9907 |
| PE Ratio | 10.81 |
| Price to Book Value | 1.277 |
| Other | |
| Beta (5Y) | Upgrade |
| Debt to Equity Ratio | 0.1239 |
| Free Cash Flow (Quarterly) | -3.612M |
| Return on Equity | Upgrade |
View All WDR News
News
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WireHeadlineTime (ET)
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Yahoo07/30 09:58
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Yahoo07/29 11:56
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Yahoo07/28 18:11
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Yahoo07/28 17:00
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Yahoo07/28 09:45
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MT Newswires07/28 09:41
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Yahoo07/28 08:25
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MT Newswires07/28 06:46
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SA Breaking News07/28 06:46
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Business Wire07/28 06:45
View All Events
Events
| Date | Type | Description |
|---|---|---|
| 10/29/2020 10:00 EDT | Misc | Waddell & Reed Financial Inc Third Quarter Earnings Conference Call for 2020 |
| 10/29/2020 | Earnings | Waddell & Reed Financial Inc Third Quarter Earnings for 2020 Release |
| 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 |
| 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 |
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: Oct. 29, 2020
- Last Earnings Release: Jul. 28, 2020
- Next Ex-Dividend Date: N/A
- Last Ex-Dividend Date: Jul. 10, 2020
- Description: Waddell & Reed is a midsize asset manager that had $56.0 billion in assets under management at the end of March 2020. 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 an estimated 73% of total AUM, with fixed-income (24%) and money market (3%) 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 | 15.03 |
| Price Target | Upgrade |
| Price Target Upside (Daily) | Upgrade |
Top Fund Holders
| Symbol | Name | Weighting |
|---|---|---|
| FEVAHX | FT Deep Value Dividend Opp 9 RE | 5.30% |
| FKNEHX | FT Deep Value Dividend 23 RE | 4.29% |
| F0000124QX | FT Deep Value Dividend 22 F CA | 4.17% |
| KBWD | Invesco KBW High Dividend Yld Fincl ETF | 2.09% |
| UXM.TO | CI First AssetMstarUSDivTgt50ETFCADHComm | 2.05% |
| FSIUX | Invesco Dividend Income R5 | 1.93% |
| YFSNX | AMG Yacktman Focused Sec Selectn Only N | 1.89% |
| PSC | Principal US Small Cap Mlt Fac Ind ETF | 0.65% |
| SFSNX | Schwab Fundamental US Small Company Idx | 0.28% |
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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