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


Waddell & Reed Financial, Inc. (WDR)

Today's Latest Price: $16.96 USD

0.04 (0.24%)

Updated Nov 27 1:00pm

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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

  • With a price/earnings ratio of 11.35, Waddell & Reed Financial Inc P/E ratio is greater than that of about merely 20.25% of stocks in our set with positive earnings.
  • The ratio of debt to operating expenses for Waddell & Reed Financial Inc is higher than it is for about merely 12.07% of US stocks.
  • Shareholder yield, a measure of how much is returned to shareholders via dividends and share repurchases, for WDR comes in at 20.57% -- higher than that of 89.25% of stocks in our set.
  • Stocks that are quantitatively similar to WDR, based on their financial statements, market capitalization, and price volatility, are MMI, PETS, DVD, CSWI, and NTWK.
  • 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 Stock Price Chart Interactive Chart >

Price chart for WDR

WDR Price/Volume Stats

Current price $16.96 52-week high $18.02
Prev. close $16.92 52-week low $9.87
Day low $16.58 Volume 436,951
Day high $16.97 Avg. volume 1,097,124
50-day MA $16.15 Dividend yield 5.91%
200-day MA $14.71 Market Cap 1.06B

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:
$16.96$12.31 -23%

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 42th percentile in terms of potential gain offered. Our DCF analysis suggests the stock is overvalued by about 22.5%. As for the metrics that stood out in our discounted cash flow analysis of Waddell & Reed Financial Inc, consider:

  • The company's compound free cash flow growth rate over the past 5.68 years comes in at -0.1%; that's greater than only 13.69% of US stocks we're applying DCF forecasting to.
  • The business' balance sheet reveals debt to be 8% of the company's capital (with equity being the remaining amount). Approximately merely 21.64% of US stocks with free cash flow have a lower reliance on debt in their capital structure.
  • The company's cost of debt, derived from its interest coverage, tax rate, and market capitalization, is greater than only 0% of stocks in its sector (Financial Services).


Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price
0%-24%
1%-24%
2%-23%
3%-22%
4%-21%
5%-21%

For other companies in the Financial Services that have a similar discounted cashflow valuation profile (and ensuing price forecasts) as WDR, try PZN, AON, EV, ICCH, and RLI.


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 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

Benzinga's Top Upgrades, Downgrades For July 30, 2020

Upgrades * For Waddell & Reed Financial Inc (NYSE: WDR), Citigroup upgraded the previous rating of Sell to the current rating Neutral. For the second quarter, Waddell & Reed Financial had an EPS of $0.38, compared to year-ago quarter EPS of $0.45. At the moment, the stock has a 52-week-high of $18.33 and a 52-week-low of $9.87. Waddell & Reed Financial closed at $14.84 at the end of the last trading period. * Citigroup upgraded the previous rating for American Eagle Outfitters Inc (NYSE: AEO) from Neutral to Buy. In the first quarter, American Eagle Outfitters showed an EPS of ($0.84), compared to $0.24 from the year-ago quarter. The stock has a 52-week-high of $18.07 and a 52-week-low of $6.54. At the end of the last trading period, American Eagle Outfitters closed at $10.65. * For...

Yahoo | July 30, 2020

Waddell & Reed Financial Expands Financial Literacy Program Partnership with Rock The Street, Wall Street

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial Expands Financial Literacy Program Partnership with Rock The Street, Wall Street

Business Wire | July 24, 2020

These 3 Financial Companies Could Be Merger Targets

The insurance-technology company Majesco’s $594 million sale to Thoma Bravo earlier this week got Barron’s wondering: What other financial-services companies might be in play? For example, Orion Advisor Solutions agreed to merge with Brinker Capital in June. Genstar Capital is investing in the deal.

Yahoo | July 24, 2020

Read More 'WDR' Stories Here

WDR Price Returns

1-mo 9.42%
3-mo 9.40%
6-mo 34.36%
1-year 11.58%
3-year 3.61%
5-year -35.05%
YTD 8.71%
2019 -1.85%
2018 -14.97%
2017 26.27%
2016 -25.50%
2015 -40.14%

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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