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WDR Waddell & Reed Financial, Inc. daily Stock Chart
WDR [NYSE]
Waddell & Reed Financial, Inc.
Index- P/E8.57 EPS (ttm)1.86 Insider Own2.10% Shs Outstand68.73M Perf Week-5.35%
Market Cap1.09B Forward P/E10.36 EPS next Y1.54 Insider Trans-0.65% Shs Float67.43M Perf Month-4.27%
Income140.10M PEG- EPS next Q0.41 Inst Own- Short Float30.40% Perf Quarter1.92%
Sales1.07B P/S1.02 EPS this Y25.50% Inst Trans-0.18% Short Ratio25.91 Perf Half Y-8.40%
Book/sh11.60 P/B1.37 EPS next Y-11.30% ROA11.40% Target Price14.86 Perf Year-9.44%
Cash/sh12.43 P/C1.28 EPS next 5Y-8.90% ROE16.90% 52W Range14.91 - 19.18 Perf YTD-4.72%
Dividend1.00 P/FCF11.36 EPS past 5Y-5.70% ROI16.40% 52W High-16.94% Beta1.41
Dividend %6.28% Quick Ratio3.70 Sales past 5Y-3.30% Gross Margin56.20% 52W Low6.81% ATR0.34
Employees1332 Current Ratio3.70 Sales Q/Q-8.30% Oper. Margin15.00% RSI (14)35.73 Volatility2.04% 1.80%
OptionableYes Debt/Eq0.11 EPS Q/Q-19.80% Profit Margin13.60% Rel Volume1.11 Prev Close16.45
ShortableYes LT Debt/Eq0.11 EarningsFeb 03 BMO Payout51.80% Avg Volume791.14K Price15.93
Recom3.90 SMA20-4.53% SMA50-3.56% SMA200-5.08% Volume882,109 Change-3.16%
Oct-22-19Downgrade Evercore ISI In-line → Underperform
Sep-13-19Downgrade BofA/Merrill Neutral → Underperform
Apr-12-19Upgrade BofA/Merrill Underperform → Neutral
Jan-14-19Downgrade Citigroup Neutral → Sell
Apr-30-18Upgrade Evercore ISI Underperform → In-line
Jan-31-18Upgrade Citigroup Sell → Neutral
Oct-10-17Reiterated Jefferies Hold $19 → $20
Jun-30-17Initiated RBC Capital Mkts Underperform $17
Jun-14-17Upgrade Keefe Bruyette Underperform → Mkt Perform
Nov-16-16Downgrade Keefe Bruyette Mkt Perform → Underperform
Oct-17-16Downgrade Citigroup Neutral → Sell
Jul-27-16Reiterated RBC Capital Mkts Outperform $29 → $26
Apr-27-16Reiterated RBC Capital Mkts Outperform $32 → $29
Apr-18-16Reiterated RBC Capital Mkts Outperform $37 → $32
Mar-15-16Downgrade BofA/Merrill Neutral → Underperform
Feb-03-16Reiterated RBC Capital Mkts Outperform $44 → $37
Jan-06-16Reiterated RBC Capital Mkts Outperform $49 → $44
Jan-04-16Downgrade Credit Suisse Neutral → Underperform
Dec-15-15Downgrade Citigroup Neutral → Sell
Oct-28-15Reiterated RBC Capital Mkts Outperform $58 → $49
Jan-20-20 12:42PM  6 Guru Stocks Boosting Book Value GuruFocus.com
Jan-14-20 11:00AM  Waddell & Reed, Inc. Completes Expansion of National Recruiting Team, Adding Third Regional Director of Advisor Acquisition Business Wire
Jan-13-20 06:45AM  Waddell & Reed Financial, Inc. Announces December 31, 2019 Assets Under Management Business Wire
Jan-10-20 03:54PM  Waddell & Reed fashions new downtown HQ for 'workforce of tomorrow' [RENDERINGS] American City Business Journals
03:00PM  Waddell & Reed Financial, Inc. Signs Lease for Future Headquarters in the Heart of Downtown Kansas City, MO Business Wire
Dec-31-19 08:43AM  State Street (STT) Up 26.7% in 2019: Will the Rally Continue? Zacks
08:34AM  4 Reasons to Add Invesco (IVZ) Stock to Your Portfolio Now Zacks
Dec-26-19 11:16AM  Top Ranked Income Stocks to Buy for December 26th Zacks
11:07AM  The Zacks Analyst Blog Highlights: Delek, Artisan Partners, Patterson and Waddell & Reed Zacks
Dec-24-19 11:39AM  3 Loyal Dividend Payers Announce Distributions GuruFocus.com
09:46AM  4 Value Stocks With Solid Dividend Yield to Buy in 2020 Zacks
Dec-23-19 06:45AM  Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release Business Wire
Dec-20-19 02:53PM  With incentives locked down, what comes next for Waddell American City Business Journals
06:01AM  2019 Top Real Estate Deals: Waddell & Reed HQ move American City Business Journals
Dec-19-19 07:55PM  KC advances final, smaller incentive package for Waddell HQ American City Business Journals
Dec-18-19 10:54AM  Top Ranked Value Stocks to Buy for December 18th Zacks
Dec-13-19 09:05AM  Hedge Funds Are Done Buying Waddell & Reed Financial, Inc. (WDR)? Insider Monkey
Dec-12-19 07:00PM  City Council reduces Waddell & Reed incentives, delays vote on HQ project American City Business Journals
04:00PM  Morningstar cuts valuation on one of Waddell & Reed's HQ buildings American City Business Journals
Dec-11-19 06:45AM  Waddell & Reed Financial, Inc. Announces November 30, 2019 Assets Under Management Business Wire
Dec-09-19 04:30PM  Waddell & Reed selects 'hometown team' to develop $140M downtown HQ tower American City Business Journals
Dec-08-19 03:25PM  Urbem's 'Wonderful Business' Series: SEI Investments GuruFocus.com
08:30AM  Editor's Briefing: What makes Waddell & Reed worth $100M in incentives? American City Business Journals
Dec-05-19 09:35AM  Should Value Investors Choose Waddell & Reed Financial (WDR)? Zacks
Dec-04-19 06:01PM  Waddell & Reed sees local piece advance for $106M incentive package American City Business Journals
03:57PM  Waddell & Reed selects site for $140M headquarters tower American City Business Journals
Nov-28-19 09:31AM  Why Is Waddell & Reed (WDR) Down 3.1% Since Last Earnings Report? Zacks
Nov-14-19 08:00AM  Financial Advisors Join Waddell & Reed, Inc. Business Wire
Nov-12-19 06:45AM  Waddell & Reed Financial, Inc. Announces October 31, 2019 Assets Under Management Business Wire
Nov-01-19 06:29AM  Will Victory Capital (VCTR) Disappoint This Earnings Season? Zacks
03:28AM  Edited Transcript of WDR earnings conference call or presentation 29-Oct-19 2:00pm GMT Thomson Reuters StreetEvents
Oct-30-19 10:26AM  Waddell & Reed (WDR) Stock Up on Q3 Earnings Beat, AUM Down Zacks
Oct-29-19 08:15AM  Waddell & Reed Financial (WDR) Beats Q3 Earnings and Revenue Estimates Zacks
06:45AM  Waddell & Reed Financial, Inc. Reports Third Quarter Results Business Wire
Oct-28-19 05:14PM  Hedge Funds Have Never Been More Bullish On Waddell & Reed Financial, Inc. (WDR) Insider Monkey
Oct-23-19 02:56PM  Waddell & Reed moves closer to state, local incentives on new $140M downtown HQ American City Business Journals
Oct-22-19 04:42PM  Incentive documents: Waddell & Reed is looking at new-build downtown skyscraper American City Business Journals
06:45AM  Waddell & Reed Financial, Inc. Provides Notice of Conference Call Business Wire
Oct-10-19 06:45AM  Waddell & Reed Financial, Inc. Announces September 30, 2019 Assets Under Management Business Wire
Oct-02-19 08:09PM  Fearful of Stocks, Investors Move to Bonds and Gold Investopedia
Sep-26-19 10:47AM  Here's Why its Wise to Buy Waddell & Reed (WDR) Stock Now Zacks
Sep-24-19 03:48PM  Why Waddell may choose build-to-suit and where HQ might end up American City Business Journals
Sep-19-19 09:36AM  Top Ranked Income Stocks to Buy for September 19th Zacks
Sep-17-19 06:45AM  Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release Business Wire
Sep-16-19 09:34AM  Top Ranked Income Stocks to Buy for September 16th Zacks
Sep-12-19 06:45AM  Waddell & Reed Financial, Inc. Announces August 31, 2019 Assets Under Management Business Wire
Sep-11-19 10:42AM  Top Ranked Income Stocks to Buy for September 11th Zacks
Sep-06-19 11:26AM  Top Ranked Income Stocks to Buy for September 6th Zacks
Sep-04-19 07:24AM  Waddell & Reed Financial Sees Hammer Chart Pattern: Time to Buy? Zacks
Sep-03-19 09:17AM  The Zacks Analyst Blog Highlights: Xperi, OneMain, Waddell & Reed, Target and Consolidated Communications Zacks
Aug-30-19 03:12PM  5 Value Picks That Will Go a Long Way Zacks
Aug-29-19 09:31AM  Why Is Waddell & Reed (WDR) Down 11% Since Last Earnings Report? Zacks
Aug-20-19 08:55AM  New Strong Buy Stocks for August 20th Zacks
Aug-13-19 07:08AM  Victory Capital (VCTR) Q2 Earnings In Line With Estimates Zacks
Aug-12-19 06:45AM  Waddell & Reed Financial, Inc. Announces July 31, 2019 Assets Under Management Business Wire
Aug-03-19 08:53AM  Edited Transcript of WDR earnings conference call or presentation 30-Jul-19 2:00pm GMT Thomson Reuters StreetEvents
Jul-31-19 03:57PM  Waddell & Reed plans local layoffs American City Business Journals
09:00AM  Waddell & Reed Selects Riskalyze to Provide Risk Alignment for Advisors PR Newswire
07:51AM  Waddell & Reed (WDR) Beats on Q2 Earnings as Expenses Fall Zacks
Jul-30-19 02:23PM  Waddell & Reed Financial Inc (WDR) Q2 2019 Earnings Call Transcript Motley Fool
08:35AM  Waddell & Reed Financial (WDR) Surpasses Q2 Earnings and Revenue Estimates Zacks
06:45AM  Waddell & Reed Financial, Inc. Reports Second Quarter Results Business Wire
Jul-23-19 10:32AM  Earnings Preview: Waddell & Reed Financial (WDR) Q2 Earnings Expected to Decline Zacks
06:45AM  Waddell & Reed Financial, Inc. Provides Notice of Conference Call Business Wire
Jul-11-19 06:45AM  Waddell & Reed Financial, Inc. Announces June 30, 2019 Assets Under Management Business Wire
Jul-02-19 06:45AM  Waddell & Reed, Inc. Introduces New Advisory Program Business Wire
Jun-27-19 02:05PM  Will a 'border war' truce hinder Waddell & Reed's search? American City Business Journals
06:45AM  Waddell & Reed Financial Continues to Expand Diversity & Inclusion Strategies Business Wire
Jun-26-19 03:52PM  Downtown sees slight uptick in Class A office space American City Business Journals
Jun-19-19 05:00PM  Waddell & Reed Financial Announces Additional Actions to Enhance Organizational Agility and Accelerate Business Transformation Business Wire
Jun-18-19 06:45AM  Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Second Quarter Earnings Release Business Wire
Jun-14-19 09:55AM  Is Waddell & Reed (WDR) a Good Stock for Value Investors? Zacks
Jun-12-19 06:45AM  Waddell & Reed Financial, Inc. Announces May 31, 2019 Assets Under Management Business Wire
Jun-11-19 09:00AM  Waddell & Reed Financial Furthers Transformation with Appointment of Industry Veteran Dan Hanson as Chief Investment Officer Business Wire
08:10AM  What Waddell & Reed is looking for in a new headquarters American City Business Journals
Jun-09-19 09:30AM  5 good reads: Big Slick changes the way we give, and a smorgasbord of foodie news American City Business Journals
Jun-05-19 05:53PM  Waddell & Reed announces new HQ search across the state line American City Business Journals
04:30PM  Waddell & Reed Financial, Inc. Announces Potential Relocation of Corporate Headquarters to Further Business Transformation Business Wire
May-30-19 09:31AM  Why Is Waddell & Reed (WDR) Down 10.3% Since Last Earnings Report? Zacks
May-28-19 01:16PM  3 Stocks Granting Superb Forward Dividend Yields GuruFocus.com
May-20-19 06:45AM  Waddell & Reed, Inc. Creates New Advisor Desktop Application Business Wire
May-10-19 06:45AM  Waddell & Reed Financial, Inc. Announces April 30, 2019 Assets Under Management Business Wire
May-03-19 11:16AM  Edited Transcript of WDR earnings conference call or presentation 30-Apr-19 2:00pm GMT Thomson Reuters StreetEvents
May-02-19 01:20PM  Heres What Hedge Funds Think About Waddell & Reed Financial, Inc. (WDR) Insider Monkey
10:20AM  Can Waddell & Reed (WDR) Run Higher on Rising Earnings Estimates? Zacks
May-01-19 06:59AM  Waddell & Reed (WDR) Up 2.5% on Q1 Earnings Beat, AUM Down Zacks
Apr-30-19 04:41PM  Waddell & Reed Financial Inc (WDR) Q1 2019 Earnings Call Transcript Motley Fool
07:11AM  Waddell & Reed: 1Q Earnings Snapshot Associated Press
06:45AM  Waddell & Reed Financial, Inc. Reports First Quarter Results Business Wire
Apr-24-19 06:45AM  Waddell & Reed, Inc. Adds to Asset Managers Accessible Through Key Advisory Programs Business Wire
Apr-23-19 10:32AM  Earnings Preview: Waddell & Reed Financial (WDR) Q1 Earnings Expected to Decline Zacks
06:45AM  Waddell & Reed Financial, Inc. Provides Notice of Conference Call Business Wire
Apr-17-19 02:41PM  Waddell & Reed settles class action accusing it of breaching fiduciary duty American City Business Journals
Apr-12-19 08:27PM  What the Smart Money Thinks of Wall Streets Latest Upgrades Insider Monkey
Apr-10-19 06:45AM  Waddell & Reed Financial, Inc. Announces March 31, 2019 Assets Under Management Business Wire
Apr-01-19 06:45AM  Waddell & Reed, Inc. Creates Great Practice Solutions: Expanded Practice Development Program Business Wire
Mar-20-19 06:45AM  Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of First Quarter Earnings Release Business Wire
Mar-18-19 06:00AM  Five Favorite Investment Management Plays MoneyShow
Mar-12-19 06:45AM  Waddell & Reed Financial, Inc. Announces February 28, 2019 Assets Under Management Business Wire
Mar-08-19 12:00PM  Waddell & Reed Celebrates International Womens Day with CEO Action for Diversity & Inclusion Pledge and Partnership with Rock The Street, Wall Street Business Wire
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.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
WALTON JERRY WDirectorNov 05Sale17.489,500166,09069,327Nov 07 05:12 PM
LOGUE DENNIS EDirectorMar 22Sale16.725,00083,60069,452Mar 25 05:57 PM
RAINES JAMES MDirectorFeb 15Sale17.751,00017,75023,492Feb 19 06:25 PM