Waddell & Reed Financial, Inc. (New York Stock Exchange:WDR)

About the company

Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Sector

Finance

Industry

Investment Managers

Employees

1162

CEO

Philip James Sanders

Exchange

New York Stock Exchange

Website

http://www.waddell.com

$1B

Total Revenue

1K

Employees

$1B

Market Capitalization

10.54

Price/Earning ratio

Stock price

Gross Margin (in %)

Total gross margin

$356M

Operating Margin (in %)

Total operating margin

$149M

Net Margin (in %)

Total net margin

$105M

Dividend Yield (in %)

Dividend per share

$1.00

Industry peers

Name Ticker Market capitalization (in USD Million) Revenues (in USD Million) Price/Book Price/Earning Net margin (in %)
BlackRock, Inc. BLK 86627.89 14903.00 2.53 20.46 28.38
The Blackstone Group, Inc. BX 37443.64 1863.00 7.00 74.85 26.94
IHS Markit Ltd. INFO 30264.15 4449.00 3.62 35.12 19.73
MSCI, Inc. MSCI 29423.18 1603.00 -80.69 54.83 33.28
T. Rowe Price Group, Inc. TROW 29209.74 5753.00 4.34 15.30 33.20
KKR & Co., Inc. KKR 17472.00 2032.00 2.98 -780.00 -0.89
Principal Financial Group, Inc. PFG 11421.20 17030.00 0.87 9.13 7.36
Apollo Global Management, Inc. APO 10730.65 785.00 4991.00 -34.90 -45.43
Franklin Resources, Inc. BEN 10128.86 5680.00 1.02 10.45 17.10
SEI Investments Co. SEIC 8352.96 1664.00 4.63 16.79 29.85
Morningstar, Inc. MORN 6278.86 1244.00 6.05 44.25 11.47
Ares Capital Corp. ARCC 6197.44 160.00 0.93 -241.33 -41.88
The Carlyle Group, Inc. CG 5062.57 1387.00 5.23 -233.08 -29.10
Ares Management Corp. ARES 4822.66 1302.00 8.73 106.84 3.36
Owl Rock Capital Corp. ORCC 4801.48 -11.00 0.86 49.12 109.03
Invesco Ltd. IVZ 4800.25 6501.00 0.51 10.34 7.21
Eaton Vance Corp. EV 4326.30 1723.00 3.40 11.13 22.48
Legg Mason, Inc. LM 4324.77 2922.00 1.17 17.82 8.33
HealthEquity, Inc. HQY 4165.57 635.00 4.02 -1173.40 -0.05
Affiliated Managers Group, Inc. AMG 3641.00 2204.00 1.15 18.91 9.12
Cohen & Steers, Inc. (New York) CNS 3311.42 422.00 16.52 26.71 29.03
Macquarie Infrastructure Corp. MIC 2689.22 1661.00 0.99 27.67 5.84
AllianceBernstein Holding LP AB 2586.99 284.00 1.72 10.14 89.71
Federated Hermes, Inc. FHI 2260.10 1379.00 2.26 8.38 19.69
Main Street Capital Corp. MAIN 1964.80 -54.00 1.49 -24.17 74.80
Prospect Capital Corp. PSEC 1858.40 -109.00 0.64 -12.95 81.12
FS KKR Capital Corp. FSK 1822.72 -530.00 0.58 -3.18 90.11
Focus Financial Partners, Inc. FOCS 1591.42 1295.00 4.54 161.24 0.81
Victory Capital Holdings, Inc. VCTR 1302.40 729.00 2.06 9.62 18.53
Golub Capital BDC, Inc. GBDC 1244.25 -228.00 1.01 -5.56 93.55
BrightSphere Investment Group, Inc. BSIG 1122.00 794.00 14.83 5.57 25.64
Waddell & Reed Financial, Inc. WDR 1099.79 1075.00 1.33 10.54 9.76
Sixth Street Specialty Lending, Inc. TSLX 1094.11 89.00 1.06 17.19 70.83
Hercules Capital, Inc. HTGC 1094.10 170.00 1.05 13.03 48.78
Fortress Transportation & Infrastructure Investors LLC FTAI 1093.06 577.00 0.85 4.83 39.32
Compass Diversified Holdings CODI 1007.72 1445.00 1.44 10.29 12.69
New Mountain Finance Corp. NMFC 970.32 -109.00 0.84 -8.89 103.15
Virtus Investment Partners, Inc. VRTS 912.56 576.00 1.34 13.34 11.00
Associated Capital Group, Inc. AC 794.64 31.00 0.99 -14.16 -184.99
Solar Capital Ltd. SLRC 699.72 -36.00 0.87 -15.87 86.85
Sculptor Capital Management, Inc. SCU 647.70 553.00 -2.77 -8.88 -2.52
Goldman Sachs BDC, Inc. GSBD 644.00 -23.00 1.09 -21.76 83.51
Apollo Investment Corp. AINV 643.96 80.00 0.52 10.29 79.07
Oaktree Specialty Lending Corp. OCSL 623.22 -105.00 0.83 -5.26 99.24
WisdomTree Investments, Inc. WETF 521.36 267.00 1.59 -18.05 -11.12
TCG BDC, Inc. CGBD 494.42 -85.00 0.59 -5.02 87.38
Pzena Investment Management, Inc. PZN 407.36 148.00 17.29 18.48 3.62
Barings BDC, Inc. BBDC 390.50 -81.00 0.84 -4.36 88.96
GAMCO Investors, Inc. GBL 358.56 308.00 5.63 4.92 23.82
Crescent Capital BDC, Inc. CCAP 355.60 -61.00 0.77 -6.61 122.09
Diamond Hill Investment Group, Inc. DHIL 339.66 136.00 1.92 9.75 29.09
Gladstone Investment Corp. GAIN 332.31 15.00 1.05 -45.77 -48.66
PennantPark Floating Rate Capital Ltd. PFLT 326.43 98.00 0.69 837.00 0.78
Ares Commercial Real Estate Corp. ACRE 255.30 84.00 0.61 19.34 13.28
Capital Southwest Corp. CSWC 241.38 0.00 0.89 -10.81 67.64
TriplePoint Venture Growth BDC Corp. TPVG 240.24 25.00 0.72 14.00 63.43
Great Ajax Corp. AJX 234.63 47.00 0.60 6.95 59.07
PennantPark Investment Corp. PNNT 222.44 -17.00 0.43 -8.30 55.00
Manning & Napier, Inc. MN 219.18 132.00 0.28 40.14 1.37
WhiteHorse Finance, Inc. WHF 215.67 7.00 0.74 68.47 43.58
Gladstone Capital Corp. GLAD 212.40 -1.00 1.01 -18.15 59.41
Fidus Investment Corp. FDUS 211.20 18.00 0.57 20.95 55.81
SuRo Capital Corp. SSSS 199.98 -6.00 0.86 -9.18 67.56
Solar Senior Capital Ltd. SUNS 199.52 -6.00 0.85 -31.18 98.08
BlackRock Capital Investment Corp. BKCC 171.36 1.00 0.76 -0.61 103.41
Saratoga Investment Corp. SAR 168.30 64.00 0.56 2.56 87.63
Stellus Capital Investment Corp. SCM 153.33 -22.00 0.70 -5.64 83.43
Oxford Square Capital Corp. OXSQ 139.68 -121.00 0.88 -1.13 88.26
Monroe Capital Corp. MRCC 136.40 -20.00 0.68 -5.54 81.47
Alcentra Capital Corp. ABDC 115.70 14.00 0.81 16.79 48.69
MVC Capital, Inc. MVC 115.02 -30.00 0.61 -3.47 87.76
Silvercrest Asset Management Group, Inc. SAMG 114.75 108.00 2.62 9.31 11.55
First Western Financial, Inc. MYFW 113.20 66.00 0.87 14.59 11.75
CorEnergy Infrastructure Trust, Inc. CORR 109.85 85.00 0.65 -0.67 -200.52
Greenpro Capital Corp. GRNQ 90.75 5.00 33.00 -165.00 -21.42
THL Credit, Inc. TCRD 88.97 -85.00 0.65 -0.95 63.16
Medallion Financial Corp. MFIN 65.52 93.00 0.27 -4.01 -17.88
Hennessy Advisors, Inc. HNNA 64.00 40.00 0.76 6.20 24.31
OFS Capital Corp. OFS 58.89 -22.00 0.47 -2.29 67.68
180 Degree Capital Corp. TURN 55.18 19.00 0.58 4.24 69.54
Portman Ridge Finance Corp. PTMN 43.60 -23.00 0.40 -1.58 25.91
Great Elm Capital Corp. GECC 42.30 -46.00 0.84 -0.88 -412.28
Capitala Finance Corp. CPTA 39.68 -64.00 0.40 -0.57 81.11
Altisource Asset Management Corp. AAMC 34.80 16.00 -0.13 -4.89 -36.22
U.S. Global Investors, Inc. GROW 34.05 5.00 2.23 -5.82 -124.05
Ashford, Inc. AINC 30.45 291.00 -0.18 -0.75 -9.98
Equus Total Return, Inc. EQS 16.38 -4.00 0.41 -1.98 36.81
Rand Capital Corp. RAND 10.95 0.00 0.52 -3.58 -929.89

Latest insider transactions

Date Role Name Transaction Quantity Quantity Owned After

Man dead after trying to rescue dogs from Waddell canal

3h ago, source: The Arizona Republic

The man and his wife were walking their dogs along a canal in Waddell when the dogs got away from the couple and fell into ...

Waddell & Reed adds two key execs for strategic growth plan

2d ago, source: The Business Journals

Waddell & Reed Financial Inc. hired two new executives who will play key roles in the Overland park-based company's new ...

Carolina Hurricanes losing senior VP Rick Dudley, still in talks with TV's John Forslund

1h ago, source: ESPN

Carolina executive Rick Dudley won't return and longtime TV play-by-play announcer John Forslund is still in talks with the ...

Carly Waddell and Evan Bass’ Daughter, 2, Hilariously Calls Chris Harrison Her ‘Grandpa’ Watching ‘The Bachelorette’

4d ago, source: Us Weekly

Carly Waddell and Evan Bass’ 2-year-old daughter, Isabella, hilariously referred to Chris Harrison as her ‘grandpa’ — take a ...

Evan Bass and Carly Waddell Reveal Vasectomy Never Happened, Joke More Kids Could Lead to Split

8d ago, source: People

Bass and Waddell fell in love during the third season of BiPand tied the knot a year later in June 2017 in Puerto Vallarta, ...

Evan Bass & Carly Waddell's Relationship Updates Show They Have Their Hands Full

5d ago, source: Bustle

Evan Bass may have clashed with Chad Johnson, ripped his shirt, and left JoJo's Bachelorette season without a rose, but he ...

Man drowns in canal trying to save dog near near Waddell

5h ago, source: ABC15 Arizona

Authorities say on Saturday morning a man in his 50s and his wife were walking their dog along the canal near 192nd and Olive ...



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