Waddell & Reed Financial, Inc. (WDR): Price and Financial Metrics


Waddell & Reed Financial, Inc. (WDR): $25.00

-0.09 (-0.36%)

POWR Rating

Component Grades

Growth

S

Value

I

Momentum

G

Stability

N

Sentiment

U

Quality

P

WDR Stock Summary

  • Of note is the ratio of Waddell & Reed Financial Inc's sales and general administrative expense to its total operating expenses; 76.11% of US stocks have a lower such ratio.
  • For WDR, its debt to operating expenses ratio is greater than that reported by merely 11.36% of US equities we're observing.
  • Shareholder yield, a measure of how much is returned to shareholders via dividends and share repurchases, for WDR comes in at 11.61% -- higher than that of 85.17% of stocks in our set.
  • Stocks that are quantitatively similar to WDR, based on their financial statements, market capitalization, and price volatility, are PETS, MMS, IIIN, PRPO, and AGX.
  • Visit WDR's SEC page to see the company's official filings. To visit the company's web site, go to www.waddell.com.

WDR Stock Price Chart Interactive Chart >

Price chart for WDR

WDR Price/Volume Stats

Current price $25.00 52-week high $25.90
Prev. close $25.09 52-week low $9.87
Day low $24.99 Volume 1,115,400
Day high $25.10 Avg. volume 813,155
50-day MA $25.15 Dividend yield 3.99%
200-day MA $18.51 Market Cap 1.55B

Waddell & Reed Financial, Inc. (WDR) Company Bio


Waddell & Reed Financial 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 was founded in 1937 and is based in Overland Park, Kansas.

WDR Price Forecast Based on DCF Valuation

Current PriceDCF Fair Value Target: Forecasted Gain:
$25.00$12.07 -52%

Below please find a table outlining a discounted cash flow forecast for WDR, in which we model out valuation assuming a variety of terminal growth rates. To summarize, we found that Waddell & Reed Financial Inc ranked in the 36th percentile in terms of potential gain offered. We should note, though, that all scenearios modelled for this stock suggest it is overvalued. The most interesting components of our discounted cash flow analysis for Waddell & Reed Financial Inc ended up being:

  • The compound growth rate in the free cash flow of Waddell & Reed Financial Inc over the past 5.81 years is -0.09%; that's higher than only 16.68% of free cash flow generating stocks in the Financial Services sector.
  • The business' balance sheet reveals debt to be 6% of the company's capital (with equity being the remaining amount). Approximately merely 18.51% of US stocks with free cash flow have a lower reliance on debt in their capital structure.
  • WDR's estimated cost of debt, based largely on its market capitalization and its interest coverage ratio, is 3%; for context, that number is higher than 42.6% of tickers in our DCF set.


Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price
0%-53%
1%-52%
2%-52%
3%-51%
4%-51%
5%-50%

For other companies in the Financial Services that have a similar discounted cashflow valuation profile (and ensuing price forecasts) as WDR, try FRFHF, PZN, MCO, WU, and GDOT.


WDR Latest News Stream


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Latest WDR News From Around the Web

Below are the latest news stories about Waddell & Reed Financial Inc that investors may wish to consider to help them evaluate WDR as an investment opportunity.

INVESTIGATION ALERT: Halper Sadeh LLP Investigates TPCO, MGLN, WDR, TCF; Shareholders Are Encouraged to Contact the Firm

NEW YORK, Feb. 25, 2021 (GLOBE NEWSWIRE) -- Halper Sadeh LLP, a global investor rights law firm, continues to investigate the following companies: Tribune Publishing Company (NASDAQ: TPCO) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties relating to its sale to affiliates of Alden Global Capital. Under the terms of the agreement, Alden will acquire all of the outstanding shares of Tribune common stock not currently owned by Alden for $17.25 per share in cash. If you are a Tribune shareholder, click here to learn more about your rights and options. Magellan Health, Inc. (NASDAQ: MGLN) concerning potential violations of the federal securities laws and/or breaches of fiduciary duties relating to its sale to Centene Corporation for $95.00 pe...

Yahoo | February 25, 2021

SHAREHOLDER ALERT: WeissLaw LLP Reminds BPFH, WDR, HMSY, and SPWH Shareholders About Its Ongoing Investigations

If you own shares in any of the companies listed above and would like to discuss our investigations or have any questions concerning this notice or your rights or interests, please contact:

Yahoo | February 24, 2021

(WDR): Johnson Fistel Continues to Investigate the Proposed Sale of Waddell & Reed; Are Shareholders Getting a Fair Deal?

SAN DIEGO, Feb. 22, 2021 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, LLP has launched an investigation into whether the board members of Waddell & Reed Financial, Inc. ("Waddell & Reed" or the "Company") (NYSE: WDR) breached their fiduciary duties in connection with the proposed sale of the Company to Macquarie Group ("Macquarie"). On December 2, 2020, Waddell & Reed announced that it had entered into a definitive merger agreement with Macquarie. Under the terms of the deal, Waddell & Reed stockholders will receive only $25.00 for each share of Waddell & Reed common stock they own. The investigation concerns whether the Waddell & Reed board failed to satisfy its duties to the Company shareholders, including whether the board adequately pursued alternatives to the acq...

Yahoo | February 23, 2021

Waddell & Reed Financial declares $0.25 dividend

Waddell & Reed Financial (WDR) declares $0.25/share quarterly dividend, in line with previous.Forward yield 3.97%Payable April 30; for shareholders of record April 9; ex-div April 8.See WDR Dividend Scorecard, Yield Chart, & Dividend Growth....

Seeking Alpha | February 19, 2021

SHAREHOLDER ALERT: WeissLaw LLP Reminds WDR, HMSY, PRGX, and SPWH Shareholders About Its Ongoing Investigations

If you own shares in any of the companies listed above and would like to discuss our investigations or have any questions concerning this notice or your rights or interests, please contact:

Yahoo | February 17, 2021

Read More 'WDR' Stories Here

WDR Price Returns

1-mo -0.20%
3-mo -1.18%
6-mo 62.56%
1-year 85.25%
3-year 48.70%
5-year 36.34%
YTD -0.86%
2020 63.26%
2019 -1.85%
2018 -14.97%
2017 26.27%
2016 -25.50%

WDR Dividends

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Continue Researching WDR

Here are a few links from around the web to help you further your research on Waddell & Reed Financial Inc's stock as an investment opportunity:

Waddell & Reed Financial Inc (WDR) Stock Price | Nasdaq
Waddell & Reed Financial Inc (WDR) Stock Quote, History and News - Yahoo Finance
Waddell & Reed Financial Inc (WDR) Stock Price and Basic Information | MarketWatch


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