Analysts estimate Waddell & Reed Financial, Inc. (WDR) To Fall by -1.82%: Here is Why

Waddell & Reed Financial, Inc. (WDR) is owned by a number of high-value investors. Its largest direct holder is Philip Sanders Chief Executive Officer and Director with 650,267 shares. The second-largest direct holder is Brent K. Bloss Executive Vice President and Chief Operating Officer, with 313,527 shares of the company’s stock. In third place with 109,912 shares of WDR is Daniel P. Hanson Senior Vice President and Chief Investment Officer.

Now turning to institutional ownership of Waddell & Reed Financial, Inc. (WDR), BlackRock Fund Advisors is the top holder with 10.73 million shares. The next largest fund holder of this company’s stock is The Vanguard Group, Inc. with 6.92 million shares. In the third-place spot with 3.6 million shares is Fidelity Management & Research Co..

This company’s stock price was $18.32 at the previous market close, with its latest volume reaching 1,093,066. Compare that to its average daily volume of 797.49K. Given the fact that this stock has 72.60M shares outstanding, its current market value is sitting at $1.33B. This publicly-traded stock’s 60-month Beta is 1.41. Its Price to Sales ratio is 1.21, its Price to Cash Flow ratio is 1.53, and its Price to Book ratio is 1.60.

WDR stock has achieved a 5-day range of $16.38 to $18.33, with a total performance of +13.37% during that period. Meanwhile, in the past month of trading, this stock has traded in the range of $15.09 to $18.33, generating a +10.96% change during the period. In the past three months, this stock’s price has changed by +7.96%, trading in the range of $15.09 to $18.33.

In the past 5 days, shares of WDR have made a new high 4 times. In the last month, it has made a new high 5 times, and in the past 3 months, it has made a new high 12 times.

Now let’s turn to this public company’s earnings. For the quarter ending 6/29/2019, the earnings per share (EPS) was reported at 0.45. This is a 0.07 difference compared to the consensus estimate of 0.38, amounting to an earnings surprise of 18.40%. In the previous quarter, which ended in 6/29/2019, the consensus estimate was 0.36, making for an earnings surprise of 16.70%. For the quarter ending 12/30/2018, EPS was reported at 0.6, generating a 22.40% earnings surprise.

The Net Income for the most recent full fiscal year, which ended in 12-2018, was $183.59 million. This is compared to the prior year, where Net Income was $141.28 million. Meanwhile, this company’s Operating Cash Flow was $357.01 million for the year, compared to $50.85 million in 2017. Capital Expenditures for the year were reportedly -$2.57 million, compared to -$6.78 million, and Free Cash flow was $354.45 million compared to the prior year’s $44.07 million.

Waddell & Reed Financial, Inc. (WDR) stock currently has a Financial Strength score of 8.2/10. This is due to a combination of factors, including a Cash to Debt ratio of 9.14, an Equity to Asset ratio of 0.68, a Debt to Equity ratio of 0.11 and a Debt to EBITDA of 0.38. The Interest Coverage of this stock is 29.1, its Piotroski F-Score is 5, its Altman Z-Score is 5.22 and its Beneish M-Score is -3.05.

This publicly-traded company’s Profitability and Growth score is 6/10, thanks to a combination of things: an Operating Margin of 16.47, a Net Margin of 14.47, a ROE of 18.09, and a ROC of 338.06.

Shifting focus now to Valuation and Return for WDR, this company’s Price to Tangible Book is 1.98, its Price to Median PS Value is 0.58. This organization’s Price to Graham Number is 0.89. Meanwhile, its Forward Rate of Return (Yactman) is -0.56.

Certain ratios provide helpful insights into how a stock is performing. The Quick Ratio for WDR is sitting at 3.78, while its Current Ratio is 3.78. This stock’s PB Ratio is 1.65, its PS Ratio is 1.24, its Forward PE Ratio is 10.78, and its PE Ratio without NRI is 8.86. Similarly, its Shiller PE Ratio is 7.39, its Price to Owner Earnings is 6.93, its Price to Free Cash Flow is 7.02 and its Price to Operating Cash Flow is 6.88.