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WDR [NYSE]
Waddell & Reed Financial, Inc.
Index- P/E17.80 EPS (ttm)1.41 Insider Own3.10% Shs Outstand64.24M Perf Week0.08%
Market Cap1.57B Forward P/E15.15 EPS next Y1.65 Insider Trans0.00% Shs Float60.22M Perf Month-0.48%
Income93.30M PEG- EPS next Q0.46 Inst Own- Short Float9.55% Perf Quarter42.01%
Sales1.04B P/S1.50 EPS this Y-28.80% Inst Trans-0.01% Short Ratio3.38 Perf Half Y67.45%
Book/sh11.64 P/B2.15 EPS next Y2.22% ROA7.90% Target Price22.14 Perf Year48.84%
Cash/sh11.91 P/C2.10 EPS next 5Y-8.40% ROE12.10% 52W Range9.87 - 25.90 Perf YTD-1.65%
Dividend1.00 P/FCF16.15 EPS past 5Y-15.80% ROI11.50% 52W High-3.17% Beta1.44
Dividend %3.99% Quick Ratio2.60 Sales past 5Y-7.70% Gross Margin53.80% 52W Low154.10% ATR0.18
Employees1162 Current Ratio2.60 Sales Q/Q-1.10% Oper. Margin12.40% RSI (14)68.48 Volatility0.50% 0.68%
OptionableYes Debt/Eq0.13 EPS Q/Q4.10% Profit Margin9.00% Rel Volume0.37 Prev Close25.05
ShortableYes LT Debt/Eq0.00 EarningsFeb 02 BMO Payout71.10% Avg Volume1.70M Price25.08
Recom3.20 SMA20-0.52% SMA5014.05% SMA20050.76% Volume635,925 Change0.12%
Dec-04-20Upgrade Morgan Stanley Underweight → Equal-Weight $25
Dec-03-20Upgrade Evercore ISI Underperform → In-line $25
Jul-29-20Upgrade Citigroup Sell → Neutral
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
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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.