Waddell & Reed Financial (WDR) Stock Price, News & Analysis

Company Overview

Waddell & Reed Financial, Inc., through its subsidiaries, provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. The company acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.

Key Stats

• Today's Range: $24.98 to $25.00
• 50-Day Range: $24.93 to $25.00
• 52-Week Range: $12.46 to $25.90
• Volume: 5.53 million shs
• Average Volume: 750,422 shs
• Market Capitalization: $1.55 billion
• P/E Ratio: 17.97
• Dividend Yield: 4.00%
• Price Target: N/A
• Consensus Rating: N/A

Waddell & Reed Financial Stock Analysis - MarketRank™

Waddell & Reed Financial scored higher than 16% of companies evaluated by MarketBeat, and ranked 862nd out of 904 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: N/A
• Analyst Rating: N/A

Consensus Rating

There is not enough analysis data for Waddell & Reed Financial.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: -14.09%

Earnings Growth

Earnings for Waddell & Reed Financial are expected to decrease by -14.09% in the coming year, from $1.49 to $1.28 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Waddell & Reed Financial is 17.97, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 135.55.

Price to Earnings Ratio vs. Sector

The P/E ratio of Waddell & Reed Financial is 17.97, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 45.58.

Price to Book Value per Share Ratio

Waddell & Reed Financial has a P/B Ratio of 2.17. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for WDR.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Waddell & Reed Financial is a leading dividend payer. It pays a dividend yield of 4.00%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Waddell & Reed Financial does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Waddell & Reed Financial is 53.19%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on EPS estimates, Waddell & Reed Financial will have a dividend payout ratio of 78.13% in the coming year. This indicates that Waddell & Reed Financial may not be able to sustain their current dividend.

Sustainability and ESG

• Score: 2.7 / 5
• Environmental Score: -0.26

Short Interest

There is no current short interest data available for WDR.

News and Social Media

• Score: 0.0 / 5
• News Sentiment: N/A

News Coverage This Week

MarketBeat has tracked 1 news article for Waddell & Reed Financial this week, compared to 0 articles on an average week.

Company Ownership

• Score: 0.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Waddell & Reed Financial insiders have not sold or bought any company stock.

Percentage Held by Insiders

Only 2.74% of the stock of Waddell & Reed Financial is held by insiders.

WDR Stock Analysis - Frequently Asked Questions

How were Waddell & Reed Financial's earnings last quarter?

Waddell & Reed Financial, Inc. (NYSE:WDR) posted its earnings results on Monday, February, 1st. The asset manager reported $0.41 earnings per share for the quarter, missing the consensus estimate of $0.46 by $0.05. Waddell & Reed Financial's revenue for the quarter was up 3.0% compared to the same quarter last year.

Does Waddell & Reed Financial have any subsidiaries?

Waddell & Reed Financial subsidiaries include Fiduciary Trust Company of New Hampshire, Ivy Distributors Inc., Ivy Investment Management Company, Unicon Agency Inc., Waddell & Reed Financial Services Inc., Waddell & Reed Inc., Waddell & Reed Services Company, W & R Corporate LLC, and W & R Insurance Agency Inc..

What other stocks do shareholders of Waddell & Reed Financial own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Waddell & Reed Financial investors own include Pfizer (PFE), AbbVie (ABBV), Ford Motor (F), Gilead Sciences (GILD), AT&T (T), Johnson & Johnson (JNJ) and Verizon Communications (VZ).

Company Calendar

• Last Earnings: 2/01/2021
• Today: 9/20/2024

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Security Brokers & Dealers
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:WDR
• CUSIP: 93005910
• CIK: 1052100
• Web: www.waddell.com
• Phone: 913-236-2000
• Fax: N/A
• Employees: 1,116
• Year Founded: 1937

Profitability

• EPS (Most Recent Fiscal Year): $1.88
• Trailing P/E Ratio: 17.97
• Forward P/E Ratio: 16.77
• P/E Growth: N/A
• Net Income: $114.99 million
• Net Margins: 9.17%
• Pretax Margin: N/A
• Return on Equity: 14.57%
• Return on Assets: 9.54%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 2.75
• Quick Ratio: 0.95

Sales & Book Value

• Annual Sales: $1.07 billion
• Price / Sales: 1.45
• Cash Flow: $3.27 per share
• Price / Cash Flow: 7.64
• Book Value: $11.50 per share
• Price / Book: 2.17

Miscellaneous

• Outstanding Shares: 62,178,000
• Free Float: N/A
• Market Cap: $1.55 billion
• Optionable: Optionable
• Beta: 1.44