Waddell & Reed Financial, Inc. (NYSE:WDR)

CAPS Rating: 5 out of 5

The Company conducts business through its subsidiaries and provides investment management, investment product underwriting and distribution and shareholder services administration to mutual funds and institutional and separately managed accounts.

WDR News and Commentary

Caps

How do you think WDR will perform against the market?

Add Stock to CAPS Watchlist

All Players

136 Outperform
8 Underperform
 

All-Star Players

42 Outperform
3 Underperform
 

Wall Street

8 Outperform
1 Underperform
 

Top WDR Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

jed71 (99.86)
Submitted November 04, 2016

This has become too cheap for me to continue to ignore it. $15 a share represents almost 8 year lows on the stock, and I think it’s become a target of value investors searching for yield in this market. What’s amazing to me is a deal like this is… More

shirleyb123 (97.09)
Submitted September 28, 2006

Someone is always suing them. Litigation hurts the bottom line, but the keep paying dividends.

WDR VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about WDR.

Recs

0
Member Avatar Staka (96.27) Submitted: 2/13/2017 10:04:00 AM : Outperform Start Price: $17.49 WDR Score: -0.26

EYLSG:6 (FV)

Recs

2
Member Avatar jed71 (99.86) Submitted: 11/4/2016 10:59:46 AM : Outperform Start Price: $14.45 WDR Score: +10.18

This has become too cheap for me to continue to ignore it. $15 a share represents almost 8 year lows on the stock, and I think it’s become a target of value investors searching for yield in this market. What’s amazing to me is a deal like this is available in a market which looks more and more overbought to me every day.

TSIF and Dr. Goldin have already exchanged some thoughts on this, and I agree with both of their comments. They might cut dividend a bit here, but I doubt by very much. They have a good cash position and I get the feeling from the earnings call the CEO gets the share price would be heavily punished with any big reduction in the dividend. Recent quarterly earnings are showing $0.64 a share for the quarter, which pretty much blew the $0.51 estimate out of the water. Cash flow did not improve as much as I would have wanted to see, but it is definitely better than the first quarter cash flows of this fiscal year. Overall, the results show that this ship looks to be finally turning. Good news for dividend investors who like the fat returns of an asset management company, such as this.

Overall, I will be keeping a close eye on this one. I have bought a small amount (in real life) just to force myself to keep an eye on it, but I do expect the coming quarters will continue to show improvement. I think there’s a good chance for some capital appreciation here, as well as big quarterly dividend payments.

Recs

2
Member Avatar TSIF (99.97) Submitted: 2/4/2016 11:42:35 AM : Outperform Start Price: $18.49 WDR Score: -29.65

Appears to be basing, but if the market keeps tumbling in general then Waddell could still take a disproportional hit.
OR, there could be another "shoe to fall".

After a fund manager of your largest asset..whose been around for "decades" leaves, there is bound to be some jitter...but not this much...sounds like it was just 'time' to me, not something in the subterranean caverns he is running from.

As far as "out flows"..that's what happens in a volatile market.
Cutting expenses will help, and even with reduced earnings, balance sheet looks healthy.
As per gabbing with other 'Fools", the dividend looks secure based on cash flow, though I suppose it could be notched a little lower to keep it more in-line with the "new stock price".

Holding.....

Leaderboard

Find the members with the highest scoring picks in WDR.

Score Leader

ModernDayWarrior

ModernDayWarrior (20.22) Score: +142.63

The Score Leader is the player with the highest score across all their picks in WDR.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
ModernDayWarrior 20.22 10/27/2009 Underperform 5Y $20.70 -9.58% +133.06% +142.63 0 Comment
YooCanFly 28.83 8/31/2009 Underperform 3W $18.09 +3.48% +144.84% +141.35 0 Comment
MA1350BEAR 86.08 12/8/2009 Underperform 3W $19.88 -5.83% +126.68% +132.51 0 Comment
moliere33 45.29 12/13/2007 Underperform 3Y $23.14 -19.10% +76.70% +95.81 0 Comment
rlaj30 34.59 6/24/2014 Underperform 5Y $50.27 -62.76% +27.57% +90.34 0 Comment
shirleyb123 97.09 9/28/2006 Underperform 5Y $15.88 +17.91% +97.80% +79.89 2 Comments
cpazienza < 20 10/1/2007 Underperform 1Y $17.46 +7.21% +71.25% +64.04 0 Comment
Playa14 < 20 4/6/2017 Outperform 5Y $15.84 +18.21% +6.17% +12.04 0 Comment
PAGEBOY73 99.11 11/9/2016 Outperform 5Y $14.65 +27.79% +17.46% +10.34 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. jed71 99.86 11/4/2016 Outperform 5Y $14.45 +29.51% +19.34% +10.18 5 Comments

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 84.79 10/11/2016 Underperform 3W $16.30 +14.85% +16.87% +2.03 0 Comment
TrackSterneAgee 86.67 7/8/2014 Outperform NS $52.77 -64.52% +26.52% -91.05 0 Comment
TrackGoldmanSach 75.88 4/1/2014 Outperform NS $59.72 -68.66% +32.95% -101.61 0 Comment
TrackRBCCapMkts 88.19 4/4/2013 Outperform NS $33.13 -43.49% +60.48% -103.97 0 Comment
TrackZacks < 20 4/30/2012 Outperform 3M $31.47 +3.95% -1.22% +5.18 11/9/2012 @ $32.71 1 Comment
TrackZacks < 20 10/27/2011 Underperform 3M $28.95 -18.69% -6.48% +12.20 12/19/2011 @ $23.54 1 Comment
TrackGoldmanSach 75.88 10/20/2011 Underperform 5Y $23.43 +67.43% +23.97% -43.46 1/30/2013 @ $39.23 1 Comment
TrackStifel 94.61 1/19/2011 Outperform NS $26.47 -29.28% +92.75% -122.03 0 Comment
TrackBarclaysCap 91.66 12/9/2010 Outperform NS $24.10 -22.31% +102.17% -124.49 0 Comment
TrackZacks < 20 10/26/2010 Outperform 3M $27.89 +37.48% +12.31% +25.17 7/26/2011 @ $38.35 1 Comment
TrackFBRCapitalM 89.94 3/22/2010 Outperform NS $34.94 -21.37% -5.70% -15.67 5/26/2010 @ $27.47 0 Comment
TrackZacks < 20 12/5/2008 Underperform 3M $11.88 +126.59% +11.55% -115.04 7/29/2009 @ $26.93 1 Comment
TrackBobOlstein < 20 6/18/2008 Outperform 1Y $35.77 -10.85% -3.43% -7.42 8/29/2008 @ $31.89 1 Comment
TrackStifel 94.61 2/26/2008 Outperform NS $30.87 -6.20% -21.52% +15.32 5/21/2010 @ $28.96 0 Comment
TrackFBRCapitalM 89.94 1/29/2008 Outperform NS $31.43 -56.83% -38.01% -18.82 1/27/2009 @ $13.57 0 Comment
TrackCreditSuiss 91.67 10/15/2007 Outperform NS $26.06 -31.31% -47.27% +15.96 4/8/2009 @ $17.90 0 Comment
TrackChrisDavis 96.33 9/30/2007 Outperform NS $17.46 +7.21% +71.28% -64.08 1 Comment
TrackJohnKeeley < 20 9/30/2007 Outperform NS $17.46 +7.21% +71.28% -64.08 1 Comment
TrackDreman 76.00 9/30/2007 Outperform NS $17.46 +7.21% +71.28% -64.08 2 Comments
TrackRichAster 99.33 9/30/2007 Outperform NS $26.74 +34.35% -4.17% +38.53 12/31/2007 @ $35.92 1 Comment
TrackBearStearns < 20 4/5/2007 Outperform NS $21.07 +46.17% -4.27% +50.44 4/17/2012 @ $30.80 0 Comment

Featured Broker Partners