Waddell & Reed Financial Inc.

(WDR) Trade

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Profile

Waddell & Reed is a midsize asset manager that had $71.9 billion in assets under management at the end of June 2019. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for close to 94% of managed assets, is handled through the company's own registered investment advisors (56% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Equity-driven strategies account for more than three quarters of total AUM, with fixed-income and money market offerings accounting for the remainder. The company has no discernible reach outside the United States.

Contact Information

Website: www.waddell.com
Email: nrussell@waddell.com
Main Phone: +1 913 236-2000
Address: 6300 Lamar Avenue
State: KS
City / Town: Overland Park
Country: USA
Postal Code: 66202

Issuer Information

Exchange: NYE
CEO: Philip Sanders
Employees: 1332
NAICS: Securities Brokerage(523120)

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Profile

Waddell & Reed is a midsize asset manager that had $71.9 billion in assets under management at the end of June 2019. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for close to 94% of managed assets, is handled through the company's own registered investment advisors (56% of AUM) and third-party broker/dealers and advisors (38%) in the wholesale channel. Equity-driven strategies account for more than three quarters of total AUM, with fixed-income and money market offerings accounting for the remainder. The company has no discernible reach outside the United States.

Contact Information

Website: www.waddell.com
Email: nrussell@waddell.com
Main Phone: +1 913 236-2000
Address: 6300 Lamar Avenue
State: KS
City / Town: Overland Park
Country: USA
Postal Code: 66202

Issuer Information

Exchange: NYE
CEO: Philip Sanders
Employees: 1332
NAICS: Securities Brokerage(523120)

Equities News

View More
$ 16.51 $ -0.33 (-1.96%)
Last Price 16.51 Change $ -0.33 Change % -1.96 Tick N/A
Bid N/A Bid Size 0.00 Ask N/A Ask Size 0.00
Open 16.84 High 16.98 Low 16.44 Prev Close 16.84
Last Trade Volume 707,309 52 Wk Hi 19.18 52 Wk Low 14.92
Market Cap 1.2 bi Ex-Div Date Div Rate 1.00 Yield 6.0570
Shares 70,323,231.00 EPS (TTM) 1.92 PE Ratio 8.60 Exchange NYSE
  Last 3 Mo Last 12 Mo
Number of Insider Trades 4 41
Number of Buys 0 14
Number of Sells 4 27
Net Activity -6674 4052
Last 10 Buys Shares
Michael L. Avery 1,000
Philip Sanders 1,000
Daniel C. Schulte 1,000
Brent K. Bloss 1,000
Daniel P. Connealy 1,000
Alan W. Kosloff 1,000
Last 10 Sell Shares
James M. Raines 1,000
James M. Raines 1,000
Jerry W. Walton 1,000
Wendy J. Hills 1,000
Wendy J. Hills 1,000
John E. Sundeen 1,000
Alan W. Kosloff 1,000
Alan W. Kosloff 1,000
Thomas W. Butch 1,000
Thomas W. Butch 1,000
  Current 1 Week Ago 2 Weeks Ago 3 Weeks Ago
High Target Price Estimate 22 22 22 22
Low Target Price Estimate 17 17 17 17
Mean Target Price Estimate 19.2 19.2 19.2 19.2
Standard Deviation 2.17 2.17 2.17 2.17
Date of Most Recent Estimate 05/14/18 05/14/18 05/14/18 05/14/18
  Current 1 Month Ago 2 Months Ago 3 Months Ago
Strong Buy 1 1 1 1
Moderate Buy 0 0 0 0
Hold 5 5 4 4
Moderate Sell 1 1 1 1
Strong Sell 2 2 2 2
Mean Rec. 3.26 3.26 3.29 3.29