Waddell & Reed Financial is an asset management business based in the US. Waddell & Reed Financial shares (WDR) are listed on the NYSE and all prices are listed in US Dollars. Waddell & Reed Financial employs 1,116 staff and has a trailing 12-month revenue of around $1.1 billion.
Terms and conditions apply*. For 401k rollovers, existing SoFi IRA members must complete 401k rollovers via this link For SoFi members without a SoFi IRA, a SoFi IRA must first be opened, and 401k rollover must be completed utilizing Capitalize via this link. SoFi and Capitalize will charge no additional fees to process a 401(k) rollover to a SoFi IRA. SoFi is not liable for any costs incurred from the existing 401k provider for rollover. Please check with your 401k provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH and cash transfer from SoFi Bank accounts are eligible for the match. Click here for the 1% Match terms and conditions.
Must be a SoFi Plus member at the time a recurring deposit is received into your SoFi Active or Automated investing account to qualify. Bonus calculated on net monthly recurring deposits made via ACH and paid out as Rewards Points. See Rewards Terms of Service. SoFi reserves the right to change or terminate this promotion at any time without notice. See terms and limitations. https://www.sofi.com/sofiplus/invest/#disclaimers
Open an account.Provide your personal information and sign up.
Fund your account.Deposit funds into your account by linking your banking information or transfer funds from another trading account.
Search for the stock name – WDR.Search for the stock by name or ticker symbol.
Buy the stock. Place your order. It's that simple.
Buy Waddell & Reed Financial stock from these online trading platforms
Compare special offers, low fees and a wide range of investment options among top trading platforms.
7 of 7
What is the Finder Score?
The Finder Score crunches 147 key metrics we collected directly from 18+ brokers and assessed each provider’s performance based on nine different categories, weighing each metric based on the expertise and insights of Finder’s investment experts. We then scored and ranked each provider to determine the best brokerage accounts.
We update our best picks as products change, disappear or emerge in the market. We also regularly review and revise our selections to ensure our best provider lists reflect the most competitive available.
Paid non-client promotion. Finder does not invest money with providers on this page. If a brand is a referral partner, we're paid when you click or tap through to, open an account with or provide your contact information to the provider. Partnerships are not a recommendation for you to invest with any one company. Learn more about how we make money.
Finder is not an advisor or brokerage service. Information on this page is for educational purposes only and not a recommendation to invest with any one company, trade specific stocks or fund specific investments. All editorial opinions are our own.
Waddell & Reed Financial stock price (NYSE: WDR)
Use our graph to track the performance of WDR stocks over time.
Is it a good time to buy Waddell & 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.
Is Waddell & Reed Financial stock undervalued or overvalued?
Valuing Waddell & Reed Financial stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Waddell & Reed Financial's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Waddell & Reed Financial's P/E ratio
Waddell & 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 & 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 & Reed Financial's EBITDA
Waddell & Reed Financial's EBITDA (earnings before interest, taxes, depreciation and amortisation) is $107.8 million.
The EBITDA is a measure of a Waddell & Reed Financial's overall financial performance and is widely used to measure a its profitability.
Waddell & Reed Financial financials
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
Waddell & Reed Financial share dividends
Dividend payout ratio: 50.76% of net profits
Recently Waddell & Reed Financial has paid out, on average, around 100% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 0% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Waddell & Reed Financial shareholders could enjoy a 0% return on their shares, in the form of dividend payments. In Waddell & Reed Financial's case, that would currently equate to about $1 per share.
Waddell & 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 & 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").
Have Waddell & Reed Financial's shares ever split?
Waddell & 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 & Reed Financial shares – just the quantity. However, indirectly, the new 33.3% lower share price could have impacted the market appetite for Waddell & Reed Financial shares which in turn could have impacted Waddell & Reed Financial's share price.
Waddell & Reed Financial share price volatility
Over the last 12 months, Waddell & 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 & Reed Financial's is 1.4341. This would suggest that Waddell & 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 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.
Frequently asked questions
What percentage of Waddell & Reed Financial is owned by insiders or institutions? Currently 3.532% of Waddell & Reed Financial shares are held by insiders and 99.809% by institutions.How many people work for Waddell & Reed Financial? Latest data suggests 1,116 work at Waddell & Reed Financial.When does the fiscal year end for Waddell & Reed Financial? Waddell & Reed Financial's fiscal year ends in December.Where is Waddell & Reed Financial based? Waddell & Reed Financial's address is: 6300 Lamar Avenue, Overland Park, KS, United States, 66202What is Waddell & Reed Financial's ISIN number? Waddell & Reed Financial's international securities identification number is: US9300591008What is Waddell & Reed Financial's CUSIP number? Waddell & Reed Financial's Committee on Uniform Securities Identification Procedures number is: 930059209
Looking to invest in AI stocks? Here are some of the best artificial intelligence stocks available, along with tips to better understand AI investments.
See our picks of the best brokerage accounts, including Fidelity, SoFi, Charles Schwab, Public, Robinhood and E*TRADE .
Advertiser disclosure
Finder.com is an independent comparison platform and information service that aims to provide you with the tools you need to make better decisions. While we are independent, the offers that appear on this site are from companies from which Finder receives compensation. We may receive compensation from our partners for placement of their products or services. We may also receive compensation if you click on certain links posted on our site. While compensation arrangements may affect the order, position or placement of product information, it doesn't influence our assessment of those products. Please don't interpret the order in which products appear on our Site as any endorsement or recommendation from us. Finder compares a wide range of products, providers and services but we don't provide information on all available products, providers or services. Please appreciate that there may be other options available to you than the products, providers or services covered by our service.
We update our data regularly, but information can change between updates. Confirm details with the provider you're interested in before making a decision.
How likely would you be to recommend Finder to a friend or colleague?
0
1
2
3
4
5
6
7
8
9
10
Very UnlikelyExtremely Likely
Required
Thank you for your feedback.
Our goal is to create the best possible product, and your thoughts, ideas and suggestions play a major role in helping us identify opportunities to improve.
