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| Founded | 1937 (1937) |
| Headquarters | Overland Park, Kansas, U.S. |
| Website | waddell |
Waddell & Reed Financial, Inc. (NYSE: WDR) is an American asset management and financial planning company founded in 1937. It has been a publicly traded company since 1998, and has its headquarters in Overland Park, Kansas. It operates asset management and distribution subsidiaries, including Ivy Investment Management Company and Waddell & Reed Investment Management Company.
The company distributes products through three primary channels, the Advisors channel (a network of personal financial advisors around the country); the Wholesale channel (unaffilated broker/dealers, registered investment advisors and retirement platforms); and the Institutional channel (pension plans, defined benefit plans and endowments).
The company traces its history to September 3, 1937 when it was founded by Chauncey Waddell and Cameron Reed. The company was one of the first to sell funds following the Investment Company Act of 1940. Two of its funds—United Income Fund and United Accumulative Fund—were among the first mutual funds in the United States. Its first offices were in department stores. Continental Investment Corporation of Boston bought Waddell & Reed for $82.5 million in 1969. Liberty National Insurance Holding Company, later renamed Torchmark Corporation acquired it for $160 million in 1981. Torchmark spun it off in 1998 in a deal where for 10 Torchmark shares held, Torchmark shareholders received 3 shares of Waddell & Reed.
| Period | Date | Adjusted Actuals EPS | GAAP EPS |
|---|---|---|---|
| Q2 2021 | 2021-07-26 | Future report Set alerts | |
| Q1 2021 | 2021-04-29 | 0.00 | 0.00 |
| Q4 2020 | 2021-02-02 | 0.41 | 0.41 |
| Q3 2020 | 2020-10-27 | 0.00 | 0.00 |
| Q2 2020 | 2020-07-28 | 0.38 | 0.38 |
| Q1 2020 | 2020-04-28 | 0.32 | 0.32 |
| Q4 2019 | 2020-02-04 | 0.51 | 0.23 |
| Q3 2019 | 2019-10-29 | 0.46 | 0.46 |
| Q2 2019 | 2019-07-30 | 0.45 | 0.45 |
| Q1 2019 | 2019-04-30 | 0.42 | 0.42 |
| 2016-07-12 | Upgrade | Citigroup Inc. | Sell to Neutral | $16.00 |
| 2016-07-11 | Reiterated Rating | Jefferies Group | Hold | $23.00 to $18.00 |
| 2016-06-01 | Lower Price Target | RBC Capital | Outperform | $49.00 to $44.00 |
| 2016-06-01 | Lower Price Target | Royal Bank Of Canada | Outperform | $49.00 to $44.00 |
| 2016-04-28 | Reiterated Rating | Piper Jaffray | Neutral | $28.00 to $25.00 |
| 2016-04-28 | Reiterated Rating | Piper Jaffray Cos. | Neutral | $28.00 to $25.00 |
| 2016-04-27 | Reiterated Rating | Morgan Stanley | Sell | |
| 2016-04-27 | Reiterated Rating | RBC Capital | Outperform | $32.00 to $29.00 |
| 2016-04-18 | Lower Price Target | RBC Capital | Outperform | $37.00 to $32.00 |
| 2016-04-12 | Lower Price Target | Sandler O'Neill | $24.00 to $23.00 | |
| 2016-03-15 | Downgrade | Bank of America | Neutral to Underperform | |
| 2016-03-15 | Downgrade | Bank of America Corp. | Neutral to Underperform | |
| 2016-03-13 | Lower Price Target | Morgan Stanley | Underweight | $21.00 to $20.00 |
| 2016-03-11 | Reiterated Rating | Citigroup Inc. | Sell | $18.00 to $17.00 |
| 2016-02-05 | Reiterated Rating | Piper Jaffray | Neutral | $37.00 to $28.00 |
| 2016-02-04 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $30.00 to $26.00 |
| 2016-02-03 | Lower Price Target | Jefferies Group | Hold | $27.00 to $24.00 |
| 2016-02-03 | Lower Price Target | Credit Suisse | Underperform | $25.00 to $20.00 |
| 2016-02-03 | Reiterated Rating | RBC Capital | Buy | $44.00 to $37.00 |
| 2016-02-03 | Lower Price Target | Credit Suisse Group AG | Underperform | $25.00 to $20.00 |
| 2016-01-22 | Downgrade | William Blair | Hold | |
| 2016-01-11 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | $39.00 to $30.00 |
| 2016-01-07 | Lower Price Target | Susquehanna | Neutral | $35.00 to $30.00 |
| 2016-01-06 | Lower Price Target | RBC Capital | Outperform | $49.00 to $44.00 |
| 2016-01-04 | Downgrade | Credit Suisse | Neutral to Underperform | $33.00 to $28.00 |
| 2015-12-15 | Downgrade | Citigroup Inc. | Neutral to Sell | $26.00 |
| 2015-10-28 | Lower Price Target | RBC Capital | Outperform | $58.00 to $49.00 |
| 2015-10-26 | Upgrade | Citigroup Inc. | Sell to Neutral | |
| 2015-10-19 | Downgrade | William Blair | Outperform to Market Perform | |
| 2015-10-09 | Lower Price Target | Susquehanna | $38.00 to $35.00 | |
| 2015-10-08 | Lower Price Target | Credit Suisse | $33.00 | |
| 2015-10-07 | Reiterated Rating | Jefferies Group | Hold | $37.00 |
| 2015-10-05 | Reiterated Rating | Citigroup Inc. | Sell | $32.50 to $29.00 |
| 2015-09-21 | Downgrade | Morgan Stanley | Equal Weight to Underweight | |
| 2015-09-16 | Lower Price Target | Credit Suisse | Neutral | $36.00 to $34.00 |
| 2015-09-03 | Lower Price Target | Susquehanna | Neutral | $45.00 to $38.00 |
| 2015-09-03 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $48.00 to $41.00 |
| 2015-08-27 | Lower Price Target | Citigroup Inc. | Sell | $39.00 to $32.50 |
| 2015-06-02 | Initiated Coverage | Piper Jaffray | Neutral | $53.00 |
| 2015-03-05 | Boost Price Target | Keefe, Bruyette & Woods | Market Perform | $45.00 to $52.00 |
| 2015-02-26 | Downgrade | Bank of America | Buy to Neutral | $51.00 |
| 2015-02-18 | Downgrade | Jefferies Group | Buy to Hold | $50.00 |
| 2015-02-04 | Downgrade | Sterne Agee CRT | Buy to Neutral | $60.00 to $51.00 |
| 2015-02-04 | Downgrade | Citigroup Inc. | Neutral to Sell | $39.00 |
| 2015-01-16 | Lower Price Target | Citigroup Inc. | Neutral | $45.00 to $42.00 |
| 2015-01-15 | Lower Price Target | Jefferies Group | Buy | $55.00 to $50.00 |
| 2015-01-14 | Downgrade | Goldman Sachs | Buy to Neutral | $49.00 |
| 2015-01-14 | Downgrade | Goldman Sachs Group Inc. | Buy to Neutral | $49.00 |
| 2015-01-08 | Lower Price Target | Keefe, Bruyette & Woods | Market Perform | $52.00 to $51.00 |
| 2014-12-02 | Initiated Coverage | Evercore ISI | Hold | |
| 2014-10-29 | Reiterated Rating | Keefe, Bruyette & Woods | Market Perform | $57.00 to $52.00 |
| 2014-10-14 | Reiterated Rating | Bank of America | Buy | $65.00 to $53.00 |
| 2014-10-08 | Reiterated Rating | Citigroup Inc. | Neutral | $60.00 to $54.00 |
| 2014-10-08 | Reiterated Rating | Keefe, Bruyette & Woods | Market Perform | $63.00 to $57.00 |
| 2014-09-12 | Lower Price Target | Susquehanna | $56.00 to $53.00 | |
| 2014-09-02 | Upgrade | Jefferies Group | Hold to Buy | $64.00 |
| 2014-08-07 | Initiated Coverage | Susquehanna | Neutral | $56.00 |
| 2014-07-30 | Reiterated Rating | Citigroup Inc. | Neutral | $66.00 to $60.00 |
| 2014-07-30 | Downgrade | Keefe, Bruyette & Woods | Outperform to Market Perform | $74.00 to $63.00 |
| 2014-07-10 | Downgrade | Citigroup Inc. | Buy to Neutral | |
| 2014-07-08 | Initiated Coverage | William Blair | Outperform | |
| 2014-07-08 | Upgrade | Sterne Agee CRT | Neutral to Buy | $79.00 to $80.00 |
| 2014-06-24 | Reiterated Rating | Citigroup Inc. | Buy | $85.00 to $71.00 |
| 2014-05-30 | Initiated Coverage | Evercore ISI | Equal Weight | $63.00 |
| 2014-04-30 | Boost Price Target | RBC Capital | Outperform | $78.00 to $83.00 |
| 2014-04-30 | Upgrade | Keefe, Bruyette & Woods | Market Perform to Outperform | $82.00 to $80.00 |
| 2014-04-29 | Upgrade | Gabelli & Co | Hold to Buy | |
| 2014-04-29 | Upgrade | Gabelli | Hold to Buy | $4.70 to $131.40 |
| 2014-04-09 | Lower Price Target | Citigroup Inc. | Buy | $86.00 to $85.00 |
| 2014-04-08 | Boost Price Target | Morgan Stanley | $75.00 to $80.00 | |
| 2014-04-04 | Boost Price Target | Keefe, Bruyette & Woods | $70.00 to $82.00 | |
| 2014-04-01 | Upgrade | Goldman Sachs | Neutral to Buy | $69.00 to $84.00 |
| 2014-03-19 | Boost Price Target | Credit Suisse | $78.00 to $81.00 | |
| 2014-03-13 | Boost Price Target | Citigroup Inc. | Buy | $76.00 to $86.00 |
| 2014-02-05 | Boost Price Target | Keefe, Bruyette & Woods | $68.00 to $70.00 | |
| 2014-02-05 | Boost Price Target | RBC Capital | $76.00 to $78.00 | |
| 2014-02-05 | Upgrade | Citigroup Inc. | Neutral to Buy | $66.00 to $76.00 |
| 2014-01-22 | Boost Price Target | RBC Capital | Outperform | $64.00 to $76.00 |
| 2014-01-10 | Reiterated Rating | Keefe, Bruyette & Woods | Market Perform | $64.00 to $68.00 |
| 2013-11-18 | Reiterated Rating | Citigroup Inc. | Neutral | $63.00 to $68.00 |
| 2013-10-30 | Boost Price Target | Morgan Stanley | Equal Weight | $58.00 to $63.00 |
| 2013-10-30 | Boost Price Target | Keefe, Bruyette & Woods | $58.00 to $64.00 | |
| 2013-10-30 | Boost Price Target | Jefferies Group | Hold | $50.00 to $64.00 |
| 2013-10-29 | Boost Price Target | Credit Suisse | Neutral | $57.00 to $64.00 |
| 2013-10-09 | Boost Price Target | Keefe, Bruyette & Woods | Hold | $53.00 to $58.00 |
| 2013-10-03 | Boost Price Target | Morgan Stanley | Equal Weight | $51.00 to $58.00 |
| 2013-04-04 | Upgrade | RBC Capital Mkts | Sector Perform to Outperform | $37 to $52 |
| 2011-09-02 | Reiterated | Stifel Nicolaus | Buy | $48 to $39 |
| 2016-07-12 | Upgrade | Citigroup Inc. | Sell to Neutral | $16.00 |
| 2016-07-11 | Reiterated Rating | Jefferies Group | Hold | $23.00 to $18.00 |
| 2016-06-01 | Lower Price Target | RBC Capital | Outperform | $49.00 to $44.00 |
| 2016-06-01 | Lower Price Target | Royal Bank Of Canada | Outperform | $49.00 to $44.00 |
| 2016-04-28 | Reiterated Rating | Piper Jaffray | Neutral | $28.00 to $25.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In WDR 35 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| BlackRock Fund Advisors | 11.34M |
| BlackRock Institutional Trust Company, N.A. | 2.59M |
| MANAGED ACCOUNT ADVISORS LLC | 0.68M |
| BlackRock Investment Management, LLC | 0.66M |
| FIRST INVESTORS MANAGEMENT CO INC | 0.60M |
| AHL Partners LLP | 0.54M |
| BlackRock Group LTD | 0.24M |
| Matarin Capital Management, LLC | 0.20M |
| TEACHERS ADVISORS INC | 0.16M |
| TIAA CREF INVESTMENT MANAGEMENT LLC | 0.15M |
| Aperio Group, LLC | 92218 |
| STERNE AGEE GROUP, INC. | 63379 |
| NATIONAL PENN INVESTORS TRUST CO /PA | 59525 |
| Cantab Capital Partners LLP | 52438 |
| LOMBARDIA CAPITAL PARTNERS LLC | 47991 |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| HERRMANN HENRY J Chief Executive Officer | 1.15% (974175) | WDR / |
| Sanders Philip James SVP & Chief Investment Officer | 0.63% (531182) | WDR / |
| BUTCH THOMAS W EVP & Chief Marketing Officer | 0.47% (399283) | WDR / |
| SUNDEEN JOHN E JR SVP & CAO - Investments | 0.36% (304672) | WDR / |
| CONNEALY DANIEL P SVP and CFO | 0.35% (291744) | WDR / |
| BLOSS BRENT K SVP-Finance & Treasurer | 0.30% (256815) | WDR / |
| HILLS WENDY J SVP, General Counsel & Secy. | 0.20% (171074) | WDR / |
| Avery Michael L President | 0.18% (155708) | WDR / |
| SCHULTE DANIEL C SVP & General Counsel | 0.17% (141801) | WDR / |
| WALTON JERRY W | 0.10% (81332) | WDR / |
| LOGUE DENNIS E | 0.08% (67530) | ALCS / AXAS / WDR / |
| KOSLOFF ALAN W | 0.07% (59691) | WDR / |
| REIMER RONALD C | 0.06% (49337) | WDR / |
| GODLASKY THOMAS C | 0.05% (38985) | WDR / |
| MORRISSEY MICHAEL F | 0.04% (37761) | FGP / WDR / WR / |
| GASAWAY SHARILYN S | 0.04% (37761) | GEL / JBHT / WDR / |
| STROHM MICHAEL D SVP & Chief Operations Officer | 0.03% (27766) | WDR / |
| RAINES JAMES M | 0.03% (27466) | CCO / WDR / |
| CLOUSE MELISSA A VP, Controller & PAO | 0.01% (12536) | WDR / |
| Clouse Benjamin R Vice President and PAO | 0.01% (7024) | WDR / |
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