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Waddell & Reed Financial, Inc. (WDR)

Stock Price: $15.35 USD -0.11 (-0.71%)
Updated Oct 30, 2020 4:00 PM EDT - Market closed

Stock Price Chart

Key Info

Market Cap 960.11M
Revenue (ttm) 1.04B
Net Income (ttm) 95.80M
Shares Out 62.55M
EPS (ttm) 1.40
PE Ratio 10.96
Forward PE 11.35
Dividend $1.00
Dividend Yield 6.51%

Stock Quote

Trading Day Oct 30, 2020
Last Price $15.35
Previous Close $15.46
Change ($) -0.11
Change (%) -0.71%
Day's Open 15.41
Day's Range 15.05 - 15.55
Day's Volume 1,282,707
52-Week Range 9.87 - 18.02

More Stats

Market Cap 960.11M
Enterprise Value 234.50M
Earnings Date (est) Feb 9, 2021
Ex-Dividend Date Oct 8, 2020
Shares Outstanding 62.55M
Float 60.19M
EPS (basic) 1.40
EPS (diluted) 1.40
FCF / Share 2.48
Dividend $1.00
Dividend Yield 6.51%
Earnings Yield 9.12%
FCF Yield 16.91%
Payout Ratio 71.40%
Shares Short 16.25M
Short Ratio 14.81
Short % of Float 27.00%
Beta 1.40
PE Ratio 10.96
Forward PE 11.35
P/FCF Ratio 5.92
PS Ratio 0.92
PB Ratio 1.35
Revenue 1.04B
Operating Income 131.91M
Net Income 95.80M
Free Cash Flow 162.31M
Net Cash 725.61M
Net Cash / Share 11.60
Gross Margin 34.07%
Operating Margin 12.63%
Profit Margin 9.20%
FCF Margin 15.54%
ROA 7.48%
ROE 11.93%
ROIC 21.60%
Stats based on trailing-twelve-month (ttm) numbers.

Analyst Forecasts

Analyst Ratings (8)

Buy 0
Overweight 0
Hold 4
Underweight 1
Sell 3

Analyst Consensus: Hold

Price Target

$16.29*
(6.12% upside)
Low
14.0
Current: $15.35
High
19.0
Target: 16.29
*Average 12-month price target from 7 stock analysts.

Financial Performance

Financial numbers in millions USD.

Financial Overview

Year2019201820172016201520142013201220112010
Revenue1,0701,1601,1571,2391,5171,5981,3701,1741,123978
Revenue Growth-7.76%0.27%-6.61%-18.3%-5.08%16.59%16.74%4.57%14.75%-
Gross Profit1,0701,1601,1571,2391,5171,5981,3701,1741,123978
Operating Income146222220259403484385302286244
Net Income115184141157238313253151175157
Shares Outstanding73.3080.4783.5782.6783.5084.4985.5985.7385.7885.62
Earnings Per Share1.572.281.691.902.853.712.961.762.051.83
EPS Growth-31.14%34.91%-11.05%-33.33%-23.18%25.34%68.18%-14.15%12.02%-
Dividend Per Share1.001.001.841.841.721.361.121.750.850.77
Dividend Growth0%-45.65%0%6.98%26.47%21.43%-36%105.88%10.39%-
Operating Cash Flow16635750.8587.90234345287233283141
Capital Expenditures-5.75-2.57-6.78-15.69-29.61-35.61-16.91-15.26-20.07-17.31
Free Cash Flow16035444.0772.21204309270218263123
Cash & Equivalents914909936915917886811597509469
Total Debt94.9394.85190190189190190190190190
Net Cash / Debt820814747725728696621407319279
Assets1,2661,3441,3841,4061,5551,5121,3371,1531,082977
Liabilities438449497552709726650643559520
Book Value809883873844846786687510524457
Numbers in millions USD, except per-share numbers.

Company Profile

Company Details

Full Name Waddell & Reed Financial, Inc.
Country United States
Employees 1,162
CEO Philip James Sanders

Stock Information

Ticker Symbol WDR
Stock Exchange New York Stock Exchange
Sector Financial Services
Industry Asset Management
Unique Identifier NYSE: WDR
IPO Date March 4, 1998

Description

Waddell & Reed Financial, 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.