Waddell & Reed Financial, Inc. WDR
— —
Day range unavailable
52-week range unavailable
- Market cap
- 1.55B
- Forward P/E
- 14.52
- Analysts
- Hold
- Price target
- 22.14
- Earnings date
- May 4, 2021
No chart data for this range yet.
Key statistics
- Price / sales
- 0.00
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 0.00%
- Free cash flow
- 0
- Total cash
- 0
- Total debt
- 0
- Return on equity
- 0.00%
- 50-day average
- 25.02
- 200-day average
- 23.24
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
Next earnings
May 4, 2021
Expected May 4, 2021. Consensus EPS estimate 0.48.
Financials — quick view
WDR Revenue — quarterly 295.35M
WDR Net income — quarterly 1.61M
WDR EPS — quarterly 0.03
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| May 4, 2021 | Mar 1, 2021 | 0.46 | — | — | — |
| Feb 2, 2021 | Dec 1, 2020 | 0.46 | — | — | — |
| Oct 27, 2020 | Sep 1, 2020 | 0.41 | — | — | — |
| Jul 28, 2020 | Jun 1, 2020 | 0.34 | — | — | — |
| Apr 28, 2020 | Mar 1, 2020 | 0.33 | — | — | — |
| Feb 4, 2020 | Dec 1, 2019 | 0.42 | — | — | — |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Dec 4, 2020 | Morgan Stanley | up | Underweight | Equal-Weight |
| Dec 3, 2020 | Evercore ISI Group | up | Underperform | In-Line |
| Oct 9, 2020 | Morgan Stanley | main | — | Underweight |
| Jul 30, 2020 | Citigroup | up | Sell | Neutral |
| Jul 2, 2020 | Morgan Stanley | main | — | Underweight |
| Apr 8, 2020 | Morgan Stanley | main | — | Underweight |
News
Macquarie Group Completes Acquisition of Waddell & Reed Financial, Inc. 
Genpact Set to Join S&P MidCap 400; Unitil & Genworth Financial to Join S&P SmallCap 600 
Why Waddell & Reed Financial (WDR) Stock Might be a Great Pick? 
Waddell & Reed Financial: Reviving Potential Amidst Prolonged Dormancy 
Waddell & Reed Financial, Inc. Announces February 28, 2021 Assets Under Management 
INVESTIGATION ALERT: Halper Sadeh LLP Investigates TPCO, MGLN, WDR, TCF; Shareholders Are Encouraged to Contact the Firm 
SHAREHOLDER ALERT: WeissLaw LLP Reminds BPFH, WDR, HMSY, and SPWH Shareholders About Its Ongoing Investigations 
(WDR): Johnson Fistel Continues to Investigate the Proposed Sale of Waddell & Reed; Are Shareholders Getting a Fair Deal? 
Waddell & Reed Financial, Inc. Announces January 31, 2021 Assets Under Management 
Many Malls Are A Pandemic Away From Extinction
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BLOSS BRENT K | President | Stock Award(Grant) | Mar 9, 2020 | 401,236 |
| BUYLE MARK P | General Counsel | Conversion of Exercise of derivative security | Jan 7, 2021 | 89,116 |
| CLOUSE BENJAMIN R. | Chief Financial Officer | Stock Award(Grant) | Mar 9, 2020 | 119,566 |
| DALEY MICHAEL JOHN | Officer and Treasurer | Conversion of Exercise of derivative security | Mar 9, 2021 | 7,821 |
| HANSON DANIEL P. | Chief Investment Officer | Stock Award(Grant) | Mar 9, 2020 | 401,103 |
| MIHAL SHAWN M. | Officer | Conversion of Exercise of derivative security | Jan 7, 2021 | 89,578 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 15.42% | 9,564,315 | 243.60M | Dec 30, 2020 |
| Vanguard Group, Inc. (The) | 10.81% | 6,702,961 | 170.72M | Dec 30, 2020 |
| Burgundy Asset Management Ltd. | 5.39% | 3,344,677 | 85.19M | Dec 30, 2020 |
| Invesco Ltd. | 4.82% | 2,991,894 | 76.20M | Dec 30, 2020 |
| Dimensional Fund Advisors LP | 4.43% | 2,747,387 | 69.98M | Dec 30, 2020 |
| State Street Corporation | 3.41% | 2,115,081 | 53.87M | Dec 30, 2020 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Core S&P Smallcap ETF | 6.68% | 4,142,260 | 103.76M | Mar 30, 2021 |
| Smallcap World Fund | 2.98% | 1,850,000 | 47.12M | Dec 30, 2020 |
| Vanguard Total Stock Market Index Fund | 2.80% | 1,737,315 | 44.25M | Dec 30, 2020 |
| Invesco Dividend Income Fund | 2.68% | 1,664,556 | 42.10M | Jan 30, 2021 |
| iShares Russell 2000 ETF | 2.43% | 1,509,030 | 37.80M | Mar 30, 2021 |
| Vanguard Small-Cap Index Fund | 2.27% | 1,409,084 | 35.89M | Dec 30, 2020 |