Waddell & Reed Finl Cl A - Daily Chart

Name
*Data as of: 2017-10-31
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 2018-01-29 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2018-01-10 Sector Finance
Close $18.69 Exp. Dividend Amount 0.25 Industry Finance - Investment Management
$ Change
-0.31
Dividend Yield 5.40 Market Cap 1,558M
% Change
-1.60%
Alpha -0.06 Enterprise Value 810M
Open 19.06 Beta 2.04 Shares 1000s 83,591
Days Range 18.67 - 19.19 Daily ATR 0.54 Incorp Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.91% IPO Date 1998-03-05
Volume 2,469,300 Price/Earnings 11.00 Location Overland Park,KS
Avg Vol 50d 964,542 Price/Book 1.85 ADR No
Vol % Chg vs 50 Day
+167.20%
Price/Sales 1.35 Options Yes
Up/Down Volume 0.80 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 27 17 C 42 B E D- D D B+ 53 63 79 108 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 16.69 Full 7.86496 Full 5.56
Earnings 5.10 Earnings 3.37 Earnings 5.56
Sales 38.55 Sales 33.33 Sales 37.04
Margins 68.70 Margins 52.43 Margins 53.70
Valuation 97.60 Valuation 92.88 Valuation 87.96
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
ESNT 99.98 ESNT 99.63 CIFS 99.07
LRCX 99.96 ESQ 99.25 DHIL 98.15
YY 99.94 CIFS 98.88 PZN 97.22
FB 99.92 NMIH 98.50 NOAH 96.30
*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
-1.60%
1 Day
+0.09%
1 Day
-0.24%
1 Week
-6.32%
1 Week
+0.41%
1 Week
-2.14%
2 Weeks
-6.41%
2 Weeks
+1.46%
2 Weeks
-1.45%
3 Weeks
-6.22%
3 Weeks
+1.58%
3 Weeks
-0.83%
1 Month
-5.75%
1 Month
+3.32%
1 Month
+1.05%
3 Months
-1.53%
3 Months
+8.50%
3 Months
+6.11%
6 Months
+13.68%
6 Months
+19.17%
6 Months
+15.05%
1 year
+28.49%
1 year
+40.35%
1 year
+33.90%
YTD
+5.64%
YTD
+32.73%
YTD
+24.10%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol WDR Current 7 1 Day
+0.09%
Sector Finance Yesterday 6 1 Week
+0.41%
Market Val(Bil) 1,690.82B 1 Week Ago 8 2 Weeks
+1.46%
Industry Groups 103 2 Week Ago 5 3 Week
+1.58%
Total Stocks 246 3 Week Ago 5 1 Month
+3.32%
New Highs 23 1 Month Ago 7 3 Month
+8.50%
New Highs % 9.35% 3 Month Ago 8 6 Months
+19.17%
New Lows 7 6 Month Ago 17 1 year
+40.35%
New Lows % 2.85% 1 Year Ago 22 YTD
+32.73%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol WDR Current 71 1 Day
-0.24%
Industry Group Finance - Investment Management Yesterday 62 1 Week
-2.14%
Market Val(Bil) 365.82B 1 Week Ago 51 2 Weeks
-1.45%
Total Stocks 103 2 Weeks Ago 54 3 Weeks
-0.83%
New Highs 2 3 Weeks Ago 52 1 Month
+1.05%
New Highs % 1.94% 1 Month Ago 67 3 Months
+6.11%
New Lows 6 3 Months Ago 50 6 Months
+15.05%
New Lows % 5.83% 6 Months Ago 102 1 Year
+33.90%
      1 Year Ago 128 YTD
+24.10%
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2018-01-29 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2018-01-10 Sector FINANCE
Close 18.69 Exp. Dividend Amt 0.25 Industry Finance-Investment Mgmt
$ Change -0.31 Dividend Yield 5.4 Market_Cap_mil 1558.2
% Change -1.6 Alpha -0.06 Enterprise_Val_mil 809.9
Open 19.06 Beta 2.04 Shares_1000s 83591
Day's Range 18.67 - 19.19 Daily ATR 0.54 Incorp_Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.91 IPO Date 1998-03-05
Volume 246,930,000 Price/Earnings 11 Location Overland Park,KS
Avg Vol 50d 96,454,200 Price/Book 1.85 ADR No
Short Volume 14,053,892 Price/Sales 1.35 Options Yes
Shrt Int Pcnt Chg 4.6 PEG ETF/Closed End Fund No
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2018-01-29 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2018-01-10 Sector FINANCE
Close 18.69 Exp. Dividend Amt 0.25 Industry Finance-Investment Mgmt
$ Change -0.31 Dividend Yield 5.4 Market_Cap_mil 1558.2
% Change -1.6 Alpha -0.06 Enterprise_Val_mil 809.9
Open 19.06 Beta 2.04 Shares_1000s 83591
Day's Range 18.67 - 19.19 Daily ATR 0.54 Incorp_Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.91 IPO Date 1998-03-05
Volume 246,930,000 Price/Earnings 11 Location Overland Park,KS
Avg Vol 50d 96,454,200 Price/Book 1.85 ADR No
Short Volume 14,053,892 Price/Sales 1.35 Options Yes
Shrt Int Pcnt Chg 4.6 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 38.55 33.33 37.04 1239M Yes Yes -5 -18 -12 0
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol WDR Earnings Date 2018-01-29 Exchange NYSE
Name Waddell & Reed Finl Cl A Ex Dividend Date 2018-01-10 Sector FINANCE
Close 18.69 Exp. Dividend Amt 0.25 Industry Finance-Investment Mgmt
$ Change -0.31 Dividend Yield 5.4 Market_Cap_mil 1558.2
% Change -1.6 Alpha -0.06 Enterprise_Val_mil 809.9
Open 19.06 Beta 2.04 Shares_1000s 83591
Day's Range 18.67 - 19.19 Daily ATR 0.54 Incorp_Date 1937
52 Week Range 15.02 - 22.45 Daily ATR% 2.91 IPO Date 1998-03-05
Volume 246,930,000 Price/Earnings 11 Location Overland Park,KS
Avg Vol 50d 96,454,200 Price/Book 1.85 ADR No
Short Volume 14,053,892 Price/Sales 1.35 Options Yes
Shrt Int Pcnt Chg 4.6 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 68.7 52.43 53.7 22.2 No 13.1 12.2 12 12.4 13.4 14.1
 
Stock Symbol   Sector   Industry Group
WDR   Finance   Finance - Investment Management
Ratios   Average Ratios in Sector   Average Ratios in Industry
Price/Earnings (PE) 11.00 Price/Earnings (PE) 25.65 Price/Earnings (PE) 21.98
Price/Book (PB) 1.85 Price/Book (PB) 3.66 Price/Book (PB) 2.92
Price/Sales (PS) 1.35 Price/Sales (PS) 7.89 Price/Sales (PS) 7.03
Price/Cash Flow (PCF) 12.60 Price/Cash Flow (PCF) 7.40 Price/Cash Flow (PCF) 10.74
PEG 0.00 PEG 2.74 PEG 3.10
Dividend Adj PEG 0.00 Dividend Adj PEG 1.57 Dividend Adj PEG 1.20
Return on Equity (ROE) 22.10 Return on Equity (ROE) 17.12 Return on Equity (ROE) 36.55
Yield 5.40 Yield 3.51 Yield 6.29
Current Ratio 3.02 Current Ratio 94.36 Current Ratio 12.92
Debt % 22.50% Debt % 181.38% Debt % 74.11%
Long Term Debt/Work Capital 0.13 Long Term Debt/Work Capital -2.41 Long Term Debt/Work Capital -1.98
 
Stock WDR   Exponential Moving Averages   Simple Moving Averages
Name Waddell & Reed Finl Cl A EMA 10 days
19.65(-4.89%)
SMA 10 days
19.90(-6.08%)
Close $18.69 EMA 20 days
19.69(-5.08%)
SMA 20 days
19.96(-6.36%)
$ Change
-0.31
EMA 50 days
19.28(-3.06%)
SMA 50 days
18.95(-1.37%)
% Change
-1.60%
EMA 89 days
18.87(-0.95%)
SMA 79 days
19.09(-2.1%)
Volume 2,469,300 EMA 100 days
18.77(-0.43%)
SMA 100 days
18.93(-1.27%)
Avg Volume 964,542 EMA 200 days
18.33(1.96%)
SMA 200 days
17.74(5.36%)
Vol% vs. Avg Vol
+167.20%
           
Up/Down Vol 0.80   Keltner Channel   Bollinger Band
Distribution Days 6   Upper
20.43(-8.52%)
  Upper
20.88(-10.49%)
ATR 0.54   Mid
19.72(-5.22%)
  Mid
19.96(-6.36%)
ATR% 2.91%   Lower
19.01(-1.68%)
  Lower
19.04(-1.84%)