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

Waddell & Reed Financial, Inc. (WDR)

Today's Latest Price: $14.95 USD

0.69 (4.84%)

Updated Sep 28 7:00pm

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Overall POWR Rating

POWR Components:

 Trade Grade  Buy & Hold Grade  Peer Grade  Industry Rank

Industry Rank:

Ranked of 45 in Asset Management

See all "A" rated Strong Buy stocks

WDR Stock Summary

  • The ratio of debt to operating expenses for Waddell & Reed Financial Inc is higher than it is for about merely 11.92% of US stocks.
  • The volatility of Waddell & Reed Financial Inc's share price is greater than that of only 11.69% US stocks with at least 200 days of trading history.
  • Shareholder yield, a measure of how much is returned to shareholders via dividends and share repurchases, for WDR comes in at 23.82% -- higher than that of 88.87% of stocks in our set.
  • If you're looking for stocks that are quantitatively similar to Waddell & Reed Financial Inc, a group of peers worth examining would be MMI, CWCO, SHOO, CSWI, and ASPU.
  • WDR's SEC filings can be seen here. And to visit Waddell & Reed Financial Inc's official web site, go to www.waddell.com.
WDR Daily Price Range
WDR 52-Week Price Range

WDR Stock Price Chart Technical Analysis Charts

WDR Price/Volume Stats

Current price $14.95 52-week high $17.64
Prev. close $14.26 52-week low $9.87
Day low $14.43 Volume 852,005
Day high $15.02 Avg. volume 1,126,568
50-day MA $15.24 Dividend yield 7.01%
200-day MA $14.76 Market Cap 974.20M

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:
$14.95$11.29 -21%

The table below illustrates the output of a discounted cash flow forecast using a variety of scenarios for Waddell & Reed Financial Inc. To summarize, we found that Waddell & Reed Financial Inc ranked in the 39th percentile in terms of potential gain offered. We should note, though, that all scenearios modelled for this stock suggest it is overvalued. In terms of the factors that were most noteworthy in this DCF analysis for WDR, they are:

  • The company's compound free cash flow growth rate over the past 5.75 years comes in at -0.12%; that's greater than only 12.91% of US stocks we're applying DCF forecasting to.
  • WDR's estimated cost of debt, based largely on its market capitalization and its interest coverage ratio, is 2%; for context, that number is higher than 38.43% of tickers in our DCF set.
  • Relative to other stocks in its sector (Financial Services), Waddell & Reed Financial Inc has a reliance on debt greater than just 18.73% of them.

Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price

GDOT, LNC, AON, ICE, and SEIC can be thought of as valuation peers to WDR, in the sense that they are in the Financial Services sector and have a similar price forecast based on DCF valuation.

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.

Waddell & Reed Financial declares $0.25 dividend

Waddell & Reed Financial (WDR) declares $0.25/share quarterly dividend, in line with previous.Forward yield 6.54%Payable Nov. 2; for shareholders of record Oct. 12; ex-div Oct. 9.See WDR Dividend Scorecard, Yield Chart, & Dividend Growth....

Seeking Alpha | September 15, 2020

Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release

Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earnings Release

Yahoo | September 15, 2020

Waddell & Reed, Inc. Adds 10 Experienced Advisors

Waddell & Reed, Inc. adds 10 experienced advisors

Yahoo | September 14, 2020

Waddell & Reed Financial August AUM up 3.69%

Waddell & Reed Financial (WDR) preliminary assets under management of $70.3B at Aug. 31, 2020 increased from $67.8B at July 31, 2020, with market gains adding $3.06B to AUM. Net outflows during the month were $580M. Retail AUM rose to $66.98B from $64.64B, while institutional AUM increased to $3.32B from...

Seeking Alpha | September 11, 2020

Insufficient Growth At Waddell & Reed Financial, Inc. (NYSE:WDR) Hampers Share Price

Waddell & Reed Financial, Inc.'s (NYSE:WDR) price-to-earnings (or "P/E") ratio of 10.9x might make it look like a buy...

Yahoo | September 11, 2020

Read More 'WDR' Stories Here

WDR Price Returns

1-mo -5.08%
3-mo -0.89%
6-mo 37.49%
1-year -6.68%
3-year -10.35%
5-year -37.48%
YTD -5.67%
2019 -1.85%
2018 -14.97%
2017 26.27%
2016 -25.50%
2015 -40.14%

WDR Dividends

Ex-Dividend Date Type Payout Amount Change
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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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