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Waddell quote and profile

 
 Companies |  Insiders  | Dashboard  
     
46.66
  
STOCK
(0.50)  Macroaxis: -1.05 Down   1.05%  
Year To Date
27.0248.08
Last 1 Month(s)
44.4147.41
Trading Day 
46.5647.18
June 19 2013 

Diversification Suggestion

Use Waddell to protect against small markets fluctuations. The stock experiences somewhat bearish sentiment, but market may correct it shortly
Analyze Waddell Reed Financial Trend or Check current 30 days Waddell correlation with market (S&P 500)
1 Month Beta 1.78  
Highest Price:  
Lowest Price:  
47.41  
44.41  
May 20 2013 
June 05 2013 
As market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Waddell will likely underperform.
Waddell   Reed Financial Inc Large BetaWaddell   Reed Financial Beta Legend
WDR United States NYSE
Waddell Reed Financial Inc
Financial
Asset Management
Benchmark S&P 500
http://www.waddell.com
Contact Number: 913. 236. 2000
Currency: USD - US Dollar
Traded on New York Stock Exchange
    
Current Valuation3.53 B
Shares Outstanding85.93 M
Number of Shares Shorted2.15 M
Revenue1.2 B
 United States SP 500   0.05 % Macroaxis: 0.05 Moved Down  
 
 United States NYSE   0.19 % Macroaxis: 0.19 Moved Down  
 
 United States Russel   0.25 % Macroaxis: 0.25 Moved Down  
 
 thisRed WDR WDR agains markets  1.05 % Macroaxis: change 1.05 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice

Waddell Leadership

Thomas Butch President, Chief Marketing Officer, Executive VP, Chairman of Waddell and Reed Inc, CEO of Ivy Funds Distributor Inc and President of Waddell and Reed Inc and President of Ivy Funds Distributor Inc.
Henry CFA Chairman of The Board and CEO
Henry Herrmann Chairman of the Board, CEO
Brent Bloss Senior Vice President - Finance, Principal Accounting Officer, Treasurer

Waddell Price and Market Media

The median price of Waddell for the period between Mon, May 20, 2013 and Wed, Jun 19, 2013 is 46.15 with a coefficient of variation of 1.65. The daily time series for the period is distributed with a sample standard deviation of 0.76, arithmetic mean of 46.28, and mean deviation of 0.62. The Stock received substential amount of media coverage during this period.
Waddell         SP 500
Price Growth (%)
 
Change Benchmark  Embed  Export  Timeline
1
Consumer confidence reaches a fiveyear high05/29/2013Macroaxis: News
2
KansasBased Ivy Funds Raises 317 Million Through IPO05/31/2013Macroaxis: Forbes News
3
Waddell and Reed Financial To Present At KBW Conference Webc...06/06/2013Macroaxis: News
4
Neutral on Waddell and Reed Analyst Blog06/13/2013Macroaxis: News

Waddell Summary

Waddell Reed Financial Inc [WDR] is traded on New York Stock Exchange in USA. It is located in Overland Park, KS and employs 1,656 people. The company currently falls under 'Mid-Cap' category with total capitalization of 3.9 B. Waddell Reed Financial Inc runs under Financial sector within Asset Management industry. This company has 85.93 M outstanding shares of which 2.15 M shares are at this time shorted by investors with about 1.9 days to cover shorted positions.
Waddell & Reed Financial, Inc., through its subsidiaries, offer investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. more
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Waddell Research Report

Waddell vs. BlackRock

Correlation analysis and fundamentals comparison between Waddell Reed Financial and BlackRock Inc

Waddell Executives

Daniel Connealy CFO and Sr. VP

Waddell Directors

Dennis Logue Independent Director
Alan Kosloff Lead Independent Director
Jerry Walton Independent Director
James Raines Independent Director
Sharilyn Gasaway Independent Director

Waddell Fundamentals

Return On Asset vs Debt to Equity
Total Asset vs Price to Sales
Return On Asset vs Number of Shares Shorted
Book Value Per Share vs Price to Sales

Waddell vs Competition

Waddell vs. BlackRock Inc
Waddell vs. State Street Corporation

Waddell June 19 2013 Opportunity Range

Downside Deviation1.68
Information Ratio0.0152
Maximum Drawdown4.98
Value At Risk(2.65)
Potential Upside2.72

 
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