Waddell & Reed Financial, Inc. (NYSE:WDR) went down by -3.46% from its latest closing price when compared to the 1-year high value of $21.63 and move down -41%, while WDR stocks collected -8.20% of loss with the last five trading sessions.
Waddell & Reed Financial, Inc. (NYSE:WDR) Worth an Investment?
Waddell & Reed Financial, Inc. (NYSE: WDR) scored price to earnings ratio above its average ratio, recording 7.78 times of increase in earnings at the present.
WDR Market Performance
WDR stocks went down by -8.20% for the week, with the monthly drop of -10.19% and a quarterly performance of -10.92%, while its annual performance rate touched -24.10%. The simple moving average for the period of the last 20 days is -9.44% for WDR stocks with the simple moving average of -13.70% for the last 200 days.
Analysts’ Opinion on Waddell & Reed Financial, Inc. (NYSE:WDR)
Many brokerage firms have already submitted their reports for WDR stocks, with BofA/Merrill repeating the rating for WDR shares by setting it to “Neutral”. The predicted price for WDR socks in the upcoming period according to BofA/Merrill is $110 based on the research report published on April 12, 2019.
Citigroup, on the other hand, stated in their research note that they expect to see WDR stock at the price of $110. The rating they have provided for WDR stocks is “Sell” according to the report published on January 14, 2019.
Evercore ISI gave “ In-line” rating to WDR stocks, setting the target price at $110 in the report published on April 30, 2018.
WDR Stocks -8.50% Far from 50 Day Moving Average
After a stumble in the market that brought WDR to its low price for the period of the last 52 weeks, Waddell & Reed Financial, Inc. was unable to take a rebound, for now settling with -29.08% of loss for the given period.
The stock volatility was left at 2.62%, however, within the period of a single month, the volatility rate increased by 3.43%, while the shares sank at the distance of -8.96% for the moving average in the last 20 days. In oppose to the moving average for the last 50 days, trading by -8.74% lower at the present time.
In the course of the last 5 trading sessions, WDR went down by -8.20%, which changed the moving average for the period of 200 days to the total of -22.53% of losses for the stock in comparison to the 20-day moving average settled at $16.86. In addition, Waddell & Reed Financial, Inc. saw -15.15% in overturn over the period of a single year with a tendency to cut further losses.
WDR Stock Insider Trading
Reports are indicating that there were more than several insider trading activities at Waddell & Reed Financial, Inc. (WDR), starting from LOGUE DENNIS E, who sold 5,000 shares at the price of $16.72 back on Mar 22. After this action, Rushing now owns 69,452 shares of Waddell & Reed Financial, Inc., valued at $83,600 with the latest closing price.
RAINES JAMES M, the Director of Waddell & Reed Financial, Inc., sold 1,000 shares at the value of $17.75 during a trade that took place back on Feb 15, which means that RAINES JAMES M is holding 23,492 shares at the value of $17,750 based on the most recent closing price.
WDR Stock Fundamentals
The current profitability levels are settled at +19.93 for the present operating margin and +57.12 for gross margin. The net margin for Waddell & Reed Financial, Inc. stands at +15.83. Total capital return value is set at 22.37, while invested capital returns managed to touch 18.87. Equity return holds the value 18.10%, with 12.40% for asset returns.
Based on Waddell & Reed Financial, Inc. (WDR), the company’s capital structure generated 10.74 points for debt to equity in total, while total debt to capital is set at the value of 9.70. Total debt to assets is settled at the value of 7.06 with long-term debt to equity ratio rests at 10.74 and long-term debt to capital is 9.70.
EBITDA value lies at 235.67 M with total debt to EBITDA carrying the value of 0.36. The value for Enterprise to Sales is 0.47 with debt to enterprise value settled at 0.12. The receivables turnover for Waddell & Reed Financial, Inc. is 7.11 with the total asset turnover at the value of 0.85.