Waddell & Reed Financial Inc.

(WDR) Trade

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Profile

Waddell & Reed is a midsize asset manager that had $79.5 billion in assets under management at the end of September. The firm provides investment services for individual and institutional investors. Retail distribution, which accounts for 93% of managed assets, is handled through the company's own registered investment advisors (54% of AUM) and third-party broker/dealers and advisors (39%) in the wholesale channel. Equity-driven strategies account for 78% of total AUM, with fixed-income (20%) and money market (2%) 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: 1430
NAICS: Securities Brokerage(523120)
$ 18.19 $ -0.41 (-2.20%)
Last Price 18.19 Change $ -0.41 Change % -2.20 Tick N/A
Bid N/A Bid Size 0.00 Ask N/A Ask Size 0.00
Open 18.35 High 18.77 Low 18.14 Prev Close 18.60
Last Trade Volume 798,148 52 Wk Hi 23.82 52 Wk Low 17.53
Market Cap 1.4 bi Ex-Div Date Div Rate 1.00 Yield 5.4980
Shares 78,318,708.00 EPS (TTM) 2.05 PE Ratio 8.90 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