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WDR Waddell & Reed Financial, Inc. daily Stock Chart
WDR [NYSE]
Waddell & Reed Financial, Inc.
Index- P/E8.16 EPS (ttm)2.06 Insider Own0.70% Shs Outstand75.33M Perf Week1.81%
Market Cap1.27B Forward P/E10.56 EPS next Y1.60 Insider Trans-1.13% Shs Float73.06M Perf Month1.63%
Income162.90M PEG- EPS next Q0.38 Inst Own- Short Float23.05% Perf Quarter-10.04%
Sales1.12B P/S1.13 EPS this Y25.50% Inst Trans0.00% Short Ratio21.08 Perf Half Y-1.92%
Book/sh11.38 P/B1.48 EPS next Y-0.68% ROA13.10% Target Price16.57 Perf Year-10.42%
Cash/sh10.97 P/C1.54 EPS next 5Y-3.10% ROE19.20% 52W Range15.96 - 21.63 Perf YTD-6.80%
Dividend1.00 P/FCF6.16 EPS past 5Y-5.70% ROI16.40% 52W High-22.10% Beta1.39
Dividend %5.93% Quick Ratio4.40 Sales past 5Y-3.30% Gross Margin58.40% 52W Low5.58% ATR0.33
Employees1332 Current Ratio4.40 Sales Q/Q-12.80% Oper. Margin17.60% RSI (14)52.92 Volatility1.94% 2.06%
OptionableYes Debt/Eq0.11 EPS Q/Q-24.60% Profit Margin15.10% Rel Volume1.08 Prev Close17.08
ShortableYes LT Debt/Eq0.11 EarningsJul 30 BMO Payout46.60% Avg Volume798.59K Price16.85
Recom3.40 SMA201.60% SMA50-0.04% SMA200-7.08% Volume855,030 Change-1.35%
Apr-12-19Upgrade BofA/Merrill Underperform → Neutral
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Jun-30-17Initiated RBC Capital Mkts Underperform $17
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Mar-15-16Downgrade BofA/Merrill Neutral → Underperform
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Jan-04-16Downgrade Credit Suisse Neutral → Underperform
Dec-15-15Downgrade Citigroup Neutral → Sell
Oct-28-15Reiterated RBC Capital Mkts Outperform $58 → $49
Oct-26-15Upgrade Citigroup Sell → Neutral
Sep-21-15Downgrade Morgan Stanley Equal-Weight → Underweight
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
Mar-07-19 09:31AM  Why Is Waddell & Reed (WDR) Up 2.9% Since Last Earnings Report? Zacks
Mar-06-19 06:45AM  Waddell & Reed, Inc. Connects Advisors, Clients Through Texting Business Wire
Feb-22-19 03:49PM  Waddell & Reed Financial Inc (WDR) Files 10-K for the Fiscal Year Ended on December 31, 2018 GuruFocus.com
Feb-12-19 06:45AM  Waddell & Reed Financial, Inc. Announces January 31, 2019 Assets Under Management Business Wire
Feb-11-19 08:15AM  Detailed Research: Economic Perspectives on Waddell & Reed Financial, Kennametal, Automatic Data Processing, Trustmark, Eagle Bulk Shipping, and GlycoMimetics What Drives Growth in Today's Competitive Landscape GlobeNewswire +5.21%
Feb-06-19 08:43AM  Edited Transcript of WDR earnings conference call or presentation 5-Feb-19 3:00pm GMT Thomson Reuters StreetEvents
08:15AM  Waddell & Reed (WDR) Q4 Earnings Beat, AUM & Revenues Down Zacks
Feb-05-19 02:21PM  Waddell & Reed Financial Inc (WDR) Q4 2018 Earnings Conference Call Transcript Motley Fool
08:10AM  Waddell & Reed Financial (WDR) Beats Q4 Earnings Estimates Zacks
07:13AM  Waddell & Reed: 4Q Earnings Snapshot Associated Press
06:45AM  Waddell & Reed Financial, Inc. Reports Fourth Quarter Results Business Wire
Feb-04-19 06:45AM  Waddell & Reed, Inc. Boosts Technology Platform Business Wire
Jan-31-19 06:45AM  Waddell & Reed, Inc. Partners with Key Institutional Managers to Launch New Advisory Program Business Wire
Jan-29-19 10:31AM  Waddell & Reed Financial (WDR) Earnings Expected to Grow: Should You Buy? Zacks
06:45AM  Waddell & Reed Financial, Inc. Provides Notice of Conference Call Business Wire
Jan-11-19 12:44PM  6 Stocks With Low Price-Sales Ratios GuruFocus.com
06:45AM  Waddell & Reed Financial, Inc. Announces December 31, 2018 Assets Under Management Business Wire
Dec-21-18 06:45AM  Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Fourth Quarter Earnings Release Business Wire
Dec-19-18 01:22AM  Waddell & Reed Financial, Inc. (WDR): Are Hedge Funds Right About This Stock? Insider Monkey
Dec-12-18 04:15PM  Waddell & Reed Financial, Inc. Announces November 30, 2018 Assets Under Management Business Wire
Dec-04-18 06:18PM  Edited Transcript of WDR earnings conference call or presentation 30-Oct-18 2:00pm GMT Thomson Reuters StreetEvents -5.09%
Nov-29-18 09:31AM  Why Is Waddell & Reed (WDR) Up 5.9% Since Last Earnings Report? Zacks
Nov-23-18 08:25AM  Analysis: Positioning to Benefit within Artisan Partners Asset Management, Gamco Investors, Eiger BioPharmaceuticals, Waddell & Reed Financial, AmpliPhi Biosciences, and Limbach Research Highlights Growth, Revenue, and Consolidated Results GlobeNewswire
Nov-14-18 08:39AM  Waddell & Reed's New Moves to Fortify Broker-Dealer Business Zacks
Nov-13-18 05:00PM  Waddell & Reed, Inc. Announces Initiatives to Enhance Financial Advisor Experience, Strengthen Broker-Dealer Business Business Wire
Nov-12-18 04:15PM  Waddell & Reed Financial, Inc. Announces October 31, 2018 Assets Under Management Business Wire
Oct-31-18 10:16AM  Waddell & Reed (WDR) Stock Falls Despite Q3 Earnings Beat Zacks
Oct-30-18 04:22PM  Waddell & Reed Financial, Inc. (WDR) Q3 2018 Earnings Conference Call Transcript Motley Fool
08:50AM  Waddell & Reed Financial (WDR) Q3 Earnings and Revenues Surpass Estimates Zacks
07:43AM  Waddell & Reed: 3Q Earnings Snapshot Associated Press
06:45AM  Waddell & Reed Financial, Inc. Reports Third Quarter Results Business Wire
Oct-23-18 10:32AM  Waddell & Reed Financial (WDR) Q3 Earnings Preview: What to Expect Zacks
06:45AM  Waddell & Reed Financial, Inc. Provides Notice of Conference Call Business Wire
Oct-16-18 09:10AM  Should Value Investors Buy Waddell & Reed Financial (WDR) Stock? Zacks
Oct-10-18 04:15PM  Waddell & Reed Financial, Inc. Announces September 30, 2018 Assets Under Management Business Wire
Oct-01-18 08:53AM  6 Reasons Why You Should Buy Waddell & Reed (WDR) Stock Now Zacks
Sep-28-18 03:51PM  Investment Management Stock Outlook: Prospects Look Bleak Zacks
09:10AM  Should Value Investors Buy Waddell & Reed Financial (WDR) Stock? Zacks
Sep-20-18 06:45AM  Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release Business Wire
Sep-14-18 07:00AM  Reassessing Asset Managers' Moats Morningstar
Sep-13-18 04:15PM  Waddell & Reed Financial, Inc. Announces August 31, 2018 Assets Under Management Business Wire
Sep-12-18 09:10AM  Is Waddell & Reed Financial (WDR) Stock Undervalued Right Now? Zacks
Aug-30-18 10:53AM  Why Is Waddell & Reed (WDR) Up 1% Since Last Earnings Report? Zacks
Aug-29-18 06:45AM  Ivy Expands Distribution Leadership Team Business Wire
Aug-23-18 03:37PM  Waddell & Reed Loses a Top Team Barrons.com
Aug-16-18 05:05PM  Waddell & Reed Appoints Buyle as General Counsel Business Wire
Aug-10-18 07:47AM  Invesco's (IVZ) July AUM Up on Higher Money Market Assets Zacks
Aug-09-18 04:34PM  Waddell & Reed Financial, Inc. Announces July 31, 2018 Assets Under Management Business Wire
Aug-06-18 07:29PM  Edited Transcript of WDR earnings conference call or presentation 31-Jul-18 2:00pm GMT Thomson Reuters StreetEvents
01:03PM  Scottrade exec joins Waddell as new chief technology officer American City Business Journals
Aug-03-18 11:55AM  Should Value Investors Buy Waddell & Reed Financial (WDR) Stock? Zacks
Aug-02-18 07:00AM  Waddell & Reed Takes Another Step toward Broad Technology Initiatives Business Wire
Aug-01-18 06:27AM  Waddell & Reed (WDR) Jumps 7% on Q2 Earnings & Revenue Beat Zacks
Jul-31-18 08:10AM  Waddell & Reed Financial (WDR) Tops Q2 Earnings and Revenue Estimates Zacks +7.03%
08:00AM  Waddell & Reed Financial, Inc. Class A to Host Earnings Call ACCESSWIRE
06:55AM  Waddell & Reed: 2Q Earnings Snapshot Associated Press
06:45AM  Waddell & Reed Financial, Inc. Reports Second Quarter Results Business Wire
Jul-24-18 06:45AM  Waddell & Reed Financial, Inc. Provides Notice of Conference Call Business Wire
Jul-12-18 04:15PM  Waddell & Reed Financial, Inc. Announces June 30, 2018 Assets Under Management Business Wire
Jul-09-18 07:35AM  Todays Free Research Reports Coverage on Voya Financial and Three More Asset Management Stocks ACCESSWIRE
Jun-27-18 09:43AM  This is how much a typical worker makes at Sprint, 9 other big KC public companies American City Business Journals
09:02AM  Best Dividend Stocks This Month Simply Wall St.
Jun-22-18 03:57PM  Why Waddell & Reed Financial Inc (NYSE:WDR) Could Be A Buy Simply Wall St.
Jun-21-18 01:21PM  Familiar KC face hires longtime Waddell & Reed exec for new gig American City Business Journals
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
LOGUE DENNIS EDirectorMar 22Sale16.725,00083,60069,452Mar 25 05:57 PM
RAINES JAMES MDirectorFeb 15Sale17.751,00017,75023,492Feb 19 06:25 PM
WALTON JERRY WDirectorNov 16Sale19.059,427179,58971,905Nov 19 05:36 PM
KOSLOFF ALAN WDirectorSep 12Sale20.4219,614400,55140,077Sep 13 05:24 PM
RAINES JAMES MDirectorSep 11Sale20.532,64254,24022,184Sep 13 05:23 PM