Waddell & Reed Financial, Inc. WDR
— —
Day range unavailable
52-week range unavailable
Analyst view
Consensus: hold
Hold
Price target (mean) 22.14
- Target (low)
- 14.00
- Target (mean)
- 22.14
- Target (high)
- 25.00
Ratings (0m) 10 1 buy · 3 hold · 6 sell
- Strong buy0
- Buy1
- Hold3
- Sell5
- Strong sell1
Recommendation trend
- This month 10
- 1 month ago 6
- 2 months ago 6
- 3 months ago 10
Earnings and revenue estimates
Consensus for the coming quarters and fiscal years
| Period | EPS estimate | Low – high | Year ago | EPS growth | Revenue estimate | Revenue growth | Analysts |
|---|---|---|---|---|---|---|---|
| Current quarter | 0.48 | 0.45 – 0.52 | 0.38 | +26.3% | 294.26M | +21.2% | 4 |
| Next quarter | 0.48 | 0.42 – 0.55 | 0.48 | 0.0% | 299.25M | +11.8% | 4 |
| Current year | 1.84 | 1.63 – 2.11 | 1.58 | +16.5% | 1.13B | +7.6% | 5 |
| Next year | 1.72 | 1.36 – 2.07 | 1.84 | -6.5% | 1.13B | +0.4% | 5 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Dec 4, 2020 | Morgan Stanley | Upgrade | Underweight | Equal-Weight |
| Dec 3, 2020 | Evercore ISI Group | Upgrade | Underperform | In-Line |
| Oct 9, 2020 | Morgan Stanley | Maintained | — | Underweight |
| Jul 30, 2020 | Citigroup | Upgrade | Sell | Neutral |
| Jul 2, 2020 | Morgan Stanley | Maintained | — | Underweight |
| Apr 8, 2020 | Morgan Stanley | Maintained | — | Underweight |
| Mar 23, 2020 | B of A Securities | Maintained | — | Underperform |
| Mar 13, 2020 | Morgan Stanley | Maintained | — | Underweight |
| Oct 8, 2019 | Morgan Stanley | Maintained | — | Underweight |
| Sep 13, 2019 | Bank of America | Downgrade | Neutral | Underperform |
| Apr 12, 2019 | Bank of America | Upgrade | Underperform | Neutral |
| Oct 31, 2018 | Credit Suisse | Maintained | Underperform | Underperform |
| May 2, 2018 | Citigroup | Maintained | Neutral | Neutral |
| Apr 10, 2018 | Morgan Stanley | Maintained | Underweight | Underweight |
| Feb 13, 2018 | Morgan Stanley | Maintained | Underweight | Underweight |
| Oct 25, 2017 | Credit Suisse | Maintained | — | Underperform |
| Oct 25, 2017 | Bank of America | Maintained | — | Underperform |
| Aug 11, 2017 | Credit Suisse | Maintained | — | Underperform |
| Jun 30, 2017 | RBC Capital | Initiated | — | Underperform |
| Jun 14, 2017 | Keefe Bruyette & Woods | Upgrade | Underperform | Market Perform |
| Mar 3, 2017 | Evercore ISI Group | Downgrade | Hold | Underperform |
| Nov 16, 2016 | Keefe Bruyette & Woods | Downgrade | Market Perform | Underperform |
| Oct 17, 2016 | Citigroup | Downgrade | Neutral | Sell |
| Oct 11, 2016 | Jefferies | Maintained | — | Hold |
| Jul 27, 2016 | Citigroup | Maintained | — | Neutral |
| Jul 13, 2016 | Citigroup | Upgrade | Sell | Neutral |
| Jul 11, 2016 | Jefferies | Maintained | — | Hold |
| Mar 15, 2016 | Bank of America | Downgrade | Neutral | Underperform |
| Mar 14, 2016 | Citigroup | Maintained | — | Sell |
| Mar 13, 2016 | Morgan Stanley | Maintained | — | Underweight |