Waddell & Reed Financial Inc logo

WDR - Waddell & Reed Financial Inc Share Price

$15.41 0.6  4.2%

Last Trade - 10/07/20

Sector
Financials
Size
Mid Cap
Market Cap £783.1m
Enterprise Value £265.8m
Revenue £852.6m
Position in Universe 2310th / 6345
Bullish
Bearish
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Momentum
Relative Strength (%)
1m -4.81%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -17.9%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2014 2015 2016 2017 2018 2019 2020E 2021E CAGR / Avg
1,598 1,517 1,239 1,157 1,160 1,070 979 953.4 -7.7%
+27.5 -24.5 -30.7 -10.5 +25.3 -13.5 -37.7 -18.9
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the three months ended 31 March 2020, Waddell & Reed Financial, Inc. revenues increased 2% to $263.7M. Net income decreased 31% to $22M. Revenues reflect Underwriting and distribution fees increase of 8% to $136.9M. Net income was offset by Investment and other income (loss) - Bal decrease from $30.1M (income) to $9.8M (expense), General and administrative increase of 26% to $18.6M (expense), Interest Expense remaining flat at $1.5M (expense).
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2020
31st Dec 2021
Est. Long Term Growth Rate: Net Profit
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EPS
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DPS
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Net Profit
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EPS
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
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Profile Summary

Waddell & Reed Financial, Inc. is a holding company. The Company is a mutual fund and asset management company. The Company provides investment management, investment advisory, investment product underwriting, and distribution and shareholder services administration to Waddell & Reed Advisors group of mutual funds (the Advisors Funds), Ivy Funds, Ivy Funds Variable Insurance Portfolios (Ivy Funds VIP), InvestEd Portfolios and 529 college savings plan (collectively, the Funds), and the Ivy Global Investors Fund SICAV (the SICAV) and its Ivy Global Investors sub-funds (the IGI Funds), and institutional and separately managed accounts. The Company operates its business through a distribution network. Its retail products are distributed through third parties, such as other broker-dealers, registered investment advisors and various retirement platforms or through associated independent contractor financial advisors.

Directors
Last Annual December 31st, 2019
Last Interim March 31st, 2020
Incorporated December 24, 1981
Public Since March 5, 1998
No. of Shareholders: 2,189
No. of Employees: 1,162
Sector Financials
Industry Investment Banking & Investment Services
Index S&P 600 Small Cap , S&P Composite 1500 ,
Exchange New York Stock Exchange
Shares in Issue 65,622,663
Free Float (0.0%)
Eligible for
ISAs
SIPPs
WDR Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
Beta
Latest News for WDR
Upcoming Events for WDR
Friday 10th July, 2020
Dividend For WDR.N - 0.2500 USD
Tuesday 28th July, 2020
Q2 2020 Waddell & Reed Financial Inc Earnings Call
Tuesday 28th July, 2020 Estimate
Q2 2020 Waddell & Reed Financial Inc Earnings Release
Tuesday 27th October, 2020 Estimate
Q3 2020 Waddell & Reed Financial Inc Earnings Release
Frequently Asked Questions for Waddell & Reed Financial Inc
What is the Waddell & Reed Financial Inc share price?

As of 10/07/20, shares in Waddell & Reed Financial Inc are trading at $15.41, giving the company a market capitalisation of £783.1m. This share price information is delayed by 15 minutes.

How has the Waddell & Reed Financial Inc share price performed this year?

Shares in Waddell & Reed Financial Inc are currently trading at $15.41 and the price has moved by -9.12% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Waddell & Reed Financial Inc price has moved by -14% over the past year.

What are the analyst and broker recommendations for Waddell & Reed Financial Inc?

Of the analysts with advisory recommendations for Waddell & Reed Financial Inc, there are there are currently 0 "buy" , 2 "hold" and 1 "sell" recommendations. The overall consensus recommendation for Waddell & Reed Financial Inc is Sell. You can view the full broker recommendation list by unlocking its StockReport.

When will Waddell & Reed Financial Inc next release its financial results?

Waddell & Reed Financial Inc is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-03-31
What is the Waddell & Reed Financial Inc dividend yield?

The Waddell & Reed Financial Inc dividend yield is 6.65% based on the trailing twelve month period.

Does Waddell & Reed Financial Inc pay a dividend?

Last year, Waddell & Reed Financial Inc paid a total dividend of 1, and it currently has a trailing dividend yield of 6.65%. Looking ahead, shares in Waddell & Reed Financial Inc are due to go ex-dividend on 2020-07-10 and the next dividend pay date is 2020-08-03.

When does Waddell & Reed Financial Inc next pay dividends?

Waddell & Reed Financial Inc are due to go ex-dividend on 2020-07-10 and the next dividend pay date is 2020-08-03. The historic dividend yield on Waddell & Reed Financial Inc shares is currently 6.65%.

How do I buy Waddell & Reed Financial Inc shares?

To buy shares in Waddell & Reed Financial Inc you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Waddell & Reed Financial Inc?

Shares in Waddell & Reed Financial Inc are currently trading at $15.41, giving the company a market capitalisation of £783.1m.

Where are Waddell & Reed Financial Inc shares listed? Where are Waddell & Reed Financial Inc shares listed?

Here are the trading details for Waddell & Reed Financial Inc:

Country of listing: United States
Exchange: NYQ
Ticker Symbol: WDR
What kind of share is Waddell & Reed Financial Inc?

Based on an overall assessment of its quality, value and momentum, Waddell & Reed Financial Inc is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Waddell & Reed Financial Inc share price forecast 2020?

Shares in Waddell & Reed Financial Inc are currently priced at $15.41. At that level they are trading at 10.7% premium to the analyst consensus target price of 0.00.

Analysts covering Waddell & Reed Financial Inc currently have a consensus Earnings Per Share (EPS) forecast of 1.192 for the next financial year.

How can I tell whether the Waddell & Reed Financial Inc share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Waddell & Reed Financial Inc. Over the past six months, the relative strength of its shares against the market has been -5.79%. At the current price of $15.41, shares in Waddell & Reed Financial Inc are trading at -0.09% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Waddell & Reed Financial Inc PE Ratio?

The Waddell & Reed Financial Inc PE ratio based on its reported earnings over the past 12 months is 10.27. The shares are currently trading at $15.41.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Waddell & Reed Financial Inc?

Waddell & Reed Financial Inc's management team is headed by:

Dennis Logue - IND
Brent Bloss - PRE
Sharilyn Gasaway - IND
Thomas Godlasky - CHM
Philip Sanders - CEO
Benjamin Clouse - CFO
Mark Buyle - SVP
Kathie Andrade - IND
Amy Scupham - SVP
Christopher Rackers - SVP
Shawn Mihal - SVP
Daniel Hanson - SVP
James Jessee - IND
Katherine Kline - IND
Who are the major shareholders of Waddell & Reed Financial Inc?

Here are the top five shareholders of Waddell & Reed Financial Inc based on the size of their shareholding:

BlackRock Institutional Trust Company, N.A. Investment Advisor
Percentage owned: 15.25% (10.0m shares)
The Vanguard Group, Inc. Investment Advisor/Hedge Fund
Percentage owned: 11.56% (7.58m shares)
Burgundy Asset Management Ltd. Investment Advisor
Percentage owned: 6.64% (4.36m shares)
iShares Core S&P Small-Cap ETF Mutual Fund
Percentage owned: 6.19% (4.06m shares)
Fidelity Management & Research Company Investment Advisor
Percentage owned: 5.65% (3.71m shares)
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