Waddell & Reed Financial, Inc.  

(Public, NYSE:WDR)   Watch this stock  
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-0.16 (-0.36%)
Jan 30 - Close
NYSE real-time data - Disclaimer
Currency in USD
Range 44.10 - 45.33
52 week 41.06 - 76.46
Open 44.35
Vol / Avg. 1.07M/1.08M
Mkt cap 3.74B
P/E 12.20
Div/yield 0.43/3.85
EPS 3.66
Shares 83.61M
Beta 2.05
Inst. own 85%
Feb 10, 2015
Waddell & Reed Financial Inc at Credit Suisse Group Financial Services Forum Add to calendar
Feb 3, 2015
Q4 2014 Waddell & Reed Financial Inc Earnings Call - 10:00AM EST - Add to calendar
Feb 3, 2015
Q4 2014 Waddell & Reed Financial Inc Earnings Release - 9:30AM EST - Add to calendar
Nov 12, 2014
Waddell & Reed Financial Inc at Bank of America Merrill Lynch Banking & Financial Services Conference - Webcast
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Key stats and ratios

Q3 (Sep '14) 2013
Net profit margin 18.21% 18.46%
Operating margin 30.55% 28.06%
EBITD margin - 29.06%
Return on average assets 21.10% 20.32%
Return on average equity 38.25% 42.25%
Employees 1,525 -
CDP Score - -


OVERLAND PARK, KS 66202-4200
United States - Map
+1-913-2362000 (Phone)
+1-913-2362010 (Fax)

Website links

External links

Analyst Estimates - MarketWatch
SEC Filings - EDGAR Online
Major Holders - MSN Money


Waddell & Reed Financial, Inc. is engaged in providing investment management, investment product underwriting and distribution, and shareholder services administration to mutual funds and institutional and separately managed accounts. The Company conducts business through its subsidiaries. The Company operates its investment advisory business through its subsidiary companies, primarily Waddell & Reed Investment Management Company (WRIMCO), a registered investment adviser, Ivy Investment Management Company (IICO), the registered investment adviser for Ivy Funds (the Ivy Funds) and Legend Advisory Corporation, the registered investment adviser for Legend. Its underwriting and distribution revenues consist of commissions derived from sales of investment and insurance products, Rule 12b-1 asset-based service and distribution fees, distribution fees on certain variable products, fees earned on fee-based asset allocation products, and related advisory services.

Officers and directors

Henry J. Herrmann Chairman of the Board, Chief Executive Officer
Age: 71
Bio & Compensation  - Reuters
Trading Activity - Yahoo Finance
Michael L. Avery President
Age: 61
Bio & Compensation  - Reuters
Trading Activity - Yahoo Finance
Brent K. Bloss Chief Financial Officer, Senior Vice President, Treasurer
Age: 45
Bio & Compensation  - Reuters
Trading Activity - Yahoo Finance
Michael D. Strohm Chief Operations Officer, Senior Vice President
Age: 62
Bio & Compensation  - Reuters
Trading Activity - Yahoo Finance
Thomas W. Butch Executive Vice President, Chief Marketing Officer
Age: 57
Bio & Compensation  - Reuters
Trading Activity - Yahoo Finance
Philip J. Sanders Senior Vice President, Chief Investment Officer
Age: 54
Bio & Compensation  - Reuters
Wendy J. Hills Senior Vice President, General Counsel, Chief Legal Officer, Secretary
Age: 44
Bio & Compensation  - Reuters
John E. Sundeen Jr. Senior Vice President, Chief Administrative Officer - Investments
Age: 55
Bio & Compensation  - Reuters
Melissa A. Clouse Chief Accounting Officer, Vice President, Controller
Age: 41
Bio & Compensation  - Reuters
Alan W. Kosloff Lead Independent Director
Age: 73
Bio & Compensation  - Reuters