Waddell & Reed Finl Cl A - Daily Chart

Name
*Data as of: 2017-09-22
Company Summary Waddell & Reed, is the exclusive underwriter and distributor of 41 mutual fund portfolios, including 18 comprising Waddell & Reed Advisors Funds (formerly the United Group of Mutual Funds) and 12 comprising W&R Funds (formerly Waddell & Reed Funds, Inc.). The remaining 11 portfolios comprise the W&R Target Funds, which serve as the underlying investment portfolios for variable annuities and variable life insurance products underwritten by United Investors Life Insurance Company and distributed by Waddell & Reed.
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2017-10-24 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2017-10-10 Sector Finance
Close $18.72 Exp. Dividend Amount 0.46 Industry Finance - Investment Management
$ Change
+0.50
Dividend Yield 9.80 Market Cap 1,565M
% Change
+2.70%
Alpha -0.08 Enterprise Value 787M
Open 18.21 Beta 2.15 Shares 1000s 83,591
Days Range 18.20 - 18.82 Daily ATR 0.39 Incorp Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.09% IPO Date 1998-03-05
Volume 849,300 Price/Earnings 10.00 Location Overland Park,KS
Avg Vol 50d 894,716 Price/Book 1.85 ADR No
Vol % Chg vs 50 Day
-4.70%
Price/Sales 1.34 Options Yes
Up/Down Volume 1.00 PEG 0.00 ETF/Closed End Fund No
AD Rating Timeliness Rating Industry Group Rank
Symbol Comp Rating EPS Rating SMR Rating RS Rating Sponsor Rating Current Last Week Current Last Week Ind Group RS Current Last Week 3 Months Ago 6 Months Ago Industry Group Sector
WDR 22 21 C 42 C D+ D D D C+ 97 104 109 85 Finance-Investment Mgmt FINANCE
   
Stock Symbol   Sector   Industry Group
WDR   Finance   Finance - Investment Management
Overall Stock Ratings   Stock Ratings within Sector   Stock Ratings within Industry
Full 14.63 Full 10.4481 Full 6.42
Earnings 5.64 Earnings 4.48 Earnings 6.42
Sales 31.25 Sales 27.61 Sales 32.11
Margins 56.49 Margins 37.31 Margins 34.86
Valuation 97.36 Valuation 92.16 Valuation 88.99
Best Rated Stocks Overall   Best Rated Stocks in Sector:
Finance
  Best Rated Stocks in Industry:
Finance - Investment Management
JP 100.00 JP 100.00 JP 100.00
YY 99.98 ESNT 99.63 CIFS 99.08
ESNT 99.96 PYPL 99.25 DHIL 98.17
FB 99.94 NMIH 98.88 BX 97.25
NVMI 99.92 YRD 98.51 CSWC 96.33
*All ratings range from 0 to 100 with 100 being the highest.
 
Stock Symbol   Sector   Industry Group
WDR   Finance   Finance - Investment Management
% Gain   Average Stock Gain % in Sector   Average Stock Gain % in Industry
1 Day
+2.70%
1 Day
+0.54%
1 Day
+0.62%
1 Week
+3.37%
1 Week
+2.02%
1 Week
+2.18%
2 Weeks
+1.96%
2 Weeks
+3.94%
2 Weeks
+4.65%
3 Weeks
+0.59%
3 Weeks
+3.21%
3 Weeks
+2.69%
1 Month
+2.18%
1 Month
+3.95%
1 Month
+3.54%
3 Months
-0.02%
3 Months
+8.40%
3 Months
+5.24%
6 Months
+17.87%
6 Months
+17.28%
6 Months
+15.28%
1 year
+18.53%
1 year
+33.67%
1 year
+27.56%
YTD
+3.42%
YTD
+25.33%
YTD
+20.28%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol WDR Current 8 1 Day
+0.54%
Sector Finance Yesterday 8 1 Week
+2.02%
Market Val(Bil) 1,707.76B 1 Week Ago 13 2 Weeks
+3.94%
Industry Groups 109 2 Week Ago 14 3 Week
+3.21%
Total Stocks 267 3 Week Ago 9 1 Month
+3.95%
New Highs 16 1 Month Ago 7 3 Month
+8.40%
New Highs % 5.99% 3 Month Ago 12 6 Months
+17.28%
New Lows 0 6 Month Ago 18 1 year
+33.67%
New Lows % 0.00% 1 Year Ago 18 YTD
+25.33%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol WDR Current 67 1 Day
+0.62%
Industry Group Finance - Investment Management Yesterday 71 1 Week
+2.18%
Market Val(Bil) 368.20B 1 Week Ago 91 2 Weeks
+4.65%
Total Stocks 109 2 Weeks Ago 103 3 Weeks
+2.69%
New Highs 7 3 Weeks Ago 77 1 Month
+3.54%
New Highs % 6.42% 1 Month Ago 74 3 Months
+5.24%
New Lows 0 3 Months Ago 67 6 Months
+15.28%
New Lows % 0.00% 6 Months Ago 111 1 Year
+27.56%
      1 Year Ago 117 YTD
+20.28%
Data as of: 2017-09-22
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2017-10-24 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2017-10-10 Sector FINANCE
Close 18.72 Exp. Dividend Amt 0.46 Industry Finance-Investment Mgmt
$ Change 0.5 Dividend Yield 9.8 Market_Cap_mil 1564.8
% Change 2.7 Alpha -0.08 Enterprise_Val_mil 786.5
Open 18.21 Beta 2.15 Shares_1000s 83591
Day's Range 18.2 - 18.82 Daily ATR 0.39 Incorp_Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.09 IPO Date 1998-03-05
Volume 84,930,000 Price/Earnings 10 Location Overland Park,KS
Avg Vol 50d 89,471,600 Price/Book 1.85 ADR No
Short Volume 16,625,339 Price/Sales 1.34 Options Yes
Shrt Int Pcnt Chg 19.8 PEG ETF/Closed End Fund No
Data as of: 2017-09-22
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2017-10-24 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2017-10-10 Sector FINANCE
Close 18.72 Exp. Dividend Amt 0.46 Industry Finance-Investment Mgmt
$ Change 0.5 Dividend Yield 9.8 Market_Cap_mil 1564.8
% Change 2.7 Alpha -0.08 Enterprise_Val_mil 786.5
Open 18.21 Beta 2.15 Shares_1000s 83591
Day's Range 18.2 - 18.82 Daily ATR 0.39 Incorp_Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.09 IPO Date 1998-03-05
Volume 84,930,000 Price/Earnings 10 Location Overland Park,KS
Avg Vol 50d 89,471,600 Price/Book 1.85 ADR No
Short Volume 16,625,339 Price/Sales 1.34 Options Yes
Shrt Int Pcnt Chg 19.8 PEG ETF/Closed End Fund No
Sales Ratings (0 to 10) Sales Accelerating % Sales Growth % Sales Growth Rank
Symbol Overall within Sector within Industry Annual Sales 2Q 3Q Last Qtr Last Yr 3 Years 5 Years Last Qtr Last Yr 3 Years 5 Years
WDR 31.25 27.61 32.11 1239M Yes Yes -10 -18 -10 2
Data as of: 2017-09-22
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2017-10-24 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2017-10-10 Sector FINANCE
Close 18.72 Exp. Dividend Amt 0.46 Industry Finance-Investment Mgmt
$ Change 0.5 Dividend Yield 9.8 Market_Cap_mil 1564.8
% Change 2.7 Alpha -0.08 Enterprise_Val_mil 786.5
Open 18.21 Beta 2.15 Shares_1000s 83591
Day's Range 18.2 - 18.82 Daily ATR 0.39 Incorp_Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.09 IPO Date 1998-03-05
Volume 84,930,000 Price/Earnings 10 Location Overland Park,KS
Avg Vol 50d 89,471,600 Price/Book 1.85 ADR No
Short Volume 16,625,339 Price/Sales 1.34 Options Yes
Shrt Int Pcnt Chg 19.8 PEG ETF/Closed End Fund No
Margins Ratings (0 to 10) Average After Tax Margins
Symbol Overall within Sector within Industry Pretax Margin Last Qtr After Tax Margin Accel 3Q After Tax Margin Last Qtr 2 Qtr 3 Qtr 4 Qtr 5 Qtr 6 Qtr
WDR 56.49 37.31 34.86 22.2 No 11.2 11.4 12.1 13.5 14.3 13.8
 
Stock Symbol   Sector   Industry Group
WDR   Finance   Finance - Investment Management
Ratios   Average Ratios in Sector   Average Ratios in Industry
Price/Earnings (PE) 10.00 Price/Earnings (PE) 20.46 Price/Earnings (PE) 20.39
Price/Book (PB) 1.85 Price/Book (PB) 3.26 Price/Book (PB) 2.58
Price/Sales (PS) 1.34 Price/Sales (PS) 4.52 Price/Sales (PS) 6.54
Price/Cash Flow (PCF) 12.66 Price/Cash Flow (PCF) 25.76 Price/Cash Flow (PCF) 15.51
PEG 0.00 PEG 2.71 PEG 2.89
Dividend Adj PEG 0.00 Dividend Adj PEG 1.52 Dividend Adj PEG 1.06
Return on Equity (ROE) 22.10 Return on Equity (ROE) 17.31 Return on Equity (ROE) 35.63
Yield 9.80 Yield 3.44 Yield 6.31
Current Ratio 2.88 Current Ratio 90.12 Current Ratio 13.73
Debt % 22.50% Debt % 186.57% Debt % 74.96%
Long Term Debt/Work Capital 0.13 Long Term Debt/Work Capital -3.09 Long Term Debt/Work Capital -1.79
 
Stock WDR   Exponential Moving Averages   Simple Moving Averages
Name Waddell & Reed Finl Cl A EMA 10 days
18.40(1.74%)
SMA 10 days
18.41(1.68%)
Close $18.72 EMA 20 days
18.45(1.46%)
SMA 20 days
18.39(1.79%)
$ Change
+0.50
EMA 50 days
18.63(0.48%)
SMA 50 days
19.12(-2.09%)
% Change
+2.70%
EMA 89 days
18.49(1.24%)
SMA 79 days
18.89(-0.9%)
Volume 849,300 EMA 100 days
18.44(1.52%)
SMA 100 days
18.39(1.79%)
Avg Volume 894,716 EMA 200 days
18.29(2.35%)
SMA 200 days
17.94(4.35%)
Vol% vs. Avg Vol
-4.70%
           
Up/Down Vol 1.00   Keltner Channel   Bollinger Band
Distribution Days 6   Upper
18.93(-1.11%)
  Upper
18.81(-0.48%)
ATR 0.39   Mid
18.42(1.63%)
  Mid
18.39(1.79%)
ATR% 2.09%   Lower
17.91(4.52%)
  Lower
17.97(4.17%)