Waddell-and-Reed Financial 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 1,116 staff and has a trailing 12-month revenue of around $1.1 billion.
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| Latest market close | $0.32 |
|---|---|
| 52-week range | $0.00 - $0.00 |
| 50-day moving average | $25.02 |
| 200-day moving average | $23.24 |
| Wall St. target price | $22.14 |
| PE ratio | 31.7408 |
| Dividend yield | $1 (4%) |
| Earnings per share (TTM) | $0.79 |
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.
Historical closes compared with the close of $0.32 from 2021-05-26
| 1 week (2024-08-28) | N/A |
|---|---|
| 1 month (2024-08-04) | N/A |
| 3 months (2024-06-04) | N/A |
| 6 months (2024-03-04) | N/A |
| 1 year (2023-09-04) | N/A |
|---|---|
| 2 years (2022-09-04) | N/A |
| 3 years (2021-09-04) | N/A |
| 5 years (2019-09-06) | 15.135 |
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 current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 32x. In other words, Waddell-and-Reed Financial shares trade at around 32x recent earnings.
That's relatively high compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The high P/E ratio could mean that investors are optimistic about the outlook for the shares or simply that they're over-valued.
Waddell-and-Reed Financial's EBITDA (earnings before interest, taxes, depreciation and amortisation) is $107.8 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.
| Revenue TTM | $1.1 billion |
|---|---|
| Operating margin TTM | 8.85% |
| Gross profit TTM | $321.3 million |
| Return on assets TTM | 5.5% |
| Return on equity TTM | 7.2% |
| Profit margin | 4.63% |
| Book value | $11.43 |
| Market Capitalization | $1.5 billion |
TTM: trailing 12 months
Dividend payout ratio: 50.76% of net profits
Recently Waddell-and-Reed Financial has paid out, on average, around 50.76% 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 29 April 2021. The latest dividend was paid out to all shareholders who bought their shares by 7 April 2021 (the "ex-dividend date").
Waddell-and-Reed Financial's shares were split on a 3:2 basis on 9 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.
Over the last 12 months, Waddell-and-Reed Financial's shares have ranged in value from as little as $0 up to $0. A popular way to gauge a stock's volatility is its "beta".
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 1.4341. 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 & 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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