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How to buy Waddell-and-Reed Financial stock | $25.03

Own Waddell-and-Reed Financial stock in just a few minutes.

Fact checked

Waddell & Reed Financial, Inc is an asset management business based in the US. Waddell-and-Reed Financial shares (WDR) are listed on the NYSE and all prices are listed in US Dollars. Waddell-and-Reed Financial employs 1,162 staff and has a trailing 12-month revenue of around USD$1 billion.

How to buy shares in Waddell-and-Reed Financial

  1. Compare share trading platforms. If you're a beginner, look for a platform with low commissions, expert ratings and investment tools to track your portfolio. Narrow down top brands with our comparison table.
  2. Open and fund your brokerage account. Complete an application with your personal and financial details, like your ID and bank information. Fund your account with a bank transfer, credit card or debit card.
  3. Search for Waddell-and-Reed Financial. Find the stock by name or ticker symbol: WDR. Research its history to confirm it's a solid investment against your financial goals.
  4. Purchase now or later. Buy today with a market order or use a limit order to delay your purchase until Waddell-and-Reed Financial reaches your desired price. To spread out your purchase, look into dollar-cost averaging, which smooths out buying at consistent intervals and amounts.
  5. Decide on how many to buy. At last close price of USD$25.03, weigh your budget against a diversified portfolio that can minimize risk through the market's ups and downs. You may be able to buy a fractional share of Waddell-and-Reed Financial, depending on your broker.
  6. Check in on your investment. Congratulations, you own a part of Waddell-and-Reed Financial. Optimize your portfolio by tracking how your stock — and even the business — performs with an eye on the long term. You may be eligible for dividends and shareholder voting rights on directors and management that can affect your stock.

Waddell-and-Reed Financial share price

Use our graph to track the performance of WDR stocks over time.

Waddell-and-Reed Financial shares at a glance

Information last updated 2021-01-12.
Latest market closeUSD$25.03
52-week rangeUSD$9.2566 - USD$25.6439
50-day moving average USD$23.4319
200-day moving average USD$17.485
Wall St. target priceUSD$22.14
PE ratio 17.9298
Dividend yield USD$1 (4%)
Earnings per share (TTM) USD$1.396

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The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.

Is it a good time to buy Waddell-and-Reed Financial stock?

The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.

This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.

Waddell-and-Reed Financial price performance over time

Historical closes compared with the close of $25.03 from 2021-01-11

1 week (2021-01-08) N/A
1 month (2020-12-15) N/A
3 months (2020-10-15) N/A
6 months (2020-07-15) N/A
1 year (2020-01-15) N/A
2 years (2019-01-15) N/A
3 years (2018-01-15) N/A
5 years (2016-01-15) N/A

Is Waddell-and-Reed Financial under- or over-valued?

Valuing Waddell-and-Reed Financial stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Waddell-and-Reed Financial's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.

Waddell-and-Reed Financial's P/E ratio

Waddell-and-Reed Financial's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 18x. In other words, Waddell-and-Reed Financial shares trade at around 18x recent earnings.

That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.

Waddell-and-Reed Financial's EBITDA

Waddell-and-Reed Financial's EBITDA (earnings before interest, taxes, depreciation and amortisation) is USD$151.5 million.

The EBITDA is a measure of a Waddell-and-Reed Financial's overall financial performance and is widely used to measure a its profitability.

Waddell-and-Reed Financial financials

Revenue TTM USD$1 billion
Operating margin TTM 13.27%
Gross profit TTM USD$354.9 million
Return on assets TTM 7.26%
Return on equity TTM 11.93%
Profit margin 8.95%
Book value $11.951
Market capitalisation USD$1.6 billion

TTM: trailing 12 months

Shorting Waddell-and-Reed Financial shares

There are currently 8.6 million Waddell-and-Reed Financial shares held short by investors – that's known as Waddell-and-Reed Financial's "short interest". This figure is 48.1% down from 16.6 million last month.

There are a few different ways that this level of interest in shorting Waddell-and-Reed Financial shares can be evaluated.

Waddell-and-Reed Financial's "short interest ratio" (SIR)

Waddell-and-Reed Financial's "short interest ratio" (SIR) is the quantity of Waddell-and-Reed Financial shares currently shorted divided by the average quantity of Waddell-and-Reed Financial shares traded daily (recently around 2.9 million). Waddell-and-Reed Financial's SIR currently stands at 3. In other words for every 100,000 Waddell-and-Reed Financial shares traded daily on the market, roughly 3000 shares are currently held short.

However Waddell-and-Reed Financial's short interest can also be evaluated against the total number of Waddell-and-Reed Financial shares, or, against the total number of tradable Waddell-and-Reed Financial shares (the shares that aren't held by "insiders" or major long-term shareholders – also known as the "float"). In this case Waddell-and-Reed Financial's short interest could be expressed as 0.14% of the outstanding shares (for every 100,000 Waddell-and-Reed Financial shares in existence, roughly 140 shares are currently held short) or 0.2035% of the tradable shares (for every 100,000 tradable Waddell-and-Reed Financial shares, roughly 204 shares are currently held short).

Such a low SIR usually points to an optimistic outlook for the share price, with fewer people currently willing to bet against Waddell-and-Reed Financial.

Find out more about how you can short Waddell-and-Reed Financial stock.

Waddell-and-Reed Financial share dividends

59%

Dividend payout ratio: 59.17% of net profits

Recently Waddell-and-Reed Financial has paid out, on average, around 59.17% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 4% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Waddell-and-Reed Financial shareholders could enjoy a 4% return on their shares, in the form of dividend payments. In Waddell-and-Reed Financial's case, that would currently equate to about $1 per share.

Waddell-and-Reed Financial's payout ratio would broadly be considered high, and as such this stock could appeal to those looking to generate an income. Bear in mind however that companies should normally also look to re-invest a decent amount of net profits to ensure future growth.

Waddell-and-Reed Financial's most recent dividend payout was on 1 February 2021. The latest dividend was paid out to all shareholders who bought their shares by 8 January 2021 (the "ex-dividend date").

Have Waddell-and-Reed Financial's shares ever split?

Waddell-and-Reed Financial's shares were split on a 3:2 basis on 10 April 2000. So if you had owned 2 shares the day before before the split, the next day you'd have owned 3 shares. This wouldn't directly have changed the overall worth of your Waddell-and-Reed Financial shares – just the quantity. However, indirectly, the new 33.3% lower share price could have impacted the market appetite for Waddell-and-Reed Financial shares which in turn could have impacted Waddell-and-Reed Financial's share price.

Waddell-and-Reed Financial share price volatility

Over the last 12 months, Waddell-and-Reed Financial's shares have ranged in value from as little as $9.2566 up to $25.6439. A popular way to gauge a stock's volatility is its "beta".

WDR.US volatility(beta: 1.41)Avg. volatility(beta: 1.00)LowHigh

Beta is a measure of a share's volatility in relation to the market. The market (NYSE average) beta is 1, while Waddell-and-Reed Financial's is 1.4139. This would suggest that Waddell-and-Reed Financial's shares are more volatile than the average for this exchange and represent, relatively-speaking, a higher risk (but potentially also market-beating returns).

Waddell-and-Reed Financial overview

Waddell & Reed Financial, Inc., through its subsidiaries, 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 acts as an investment adviser for institutional and other private investors, and provides sub advisory services to other investment companies; and underwrites and distributes registered open-end mutual fund portfolios. It also offers fee-based asset allocation investment advisory products to advisors channel customers; distributes business partners' variable annuity products, and retirement and life insurance products to advisors channel customers; and sells life insurance and disability products underwritten by various carriers. The company distributes investment products through its wholesale channel comprising other broker/dealers, various retirement platforms, and registered investment advisors, as well as through independent financial advisors; and markets investment advisory services to institutional investors directly or through consultants. Waddell & Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas.

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