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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,094Revenue $M1,370Net Margin (%)19.8Z-Score7.9
Enterprise Value $M3,511EPS $3.0Operating Margin %30.4F-Score9
P/E(ttm))13.3Cash Flow Per Share $2.9Pre-tax Margin (%)30.8Higher ROA y-yY
Price/Book5.210-y EBITDA Growth Rate %12.3Quick Ratio2.8Cash flow > EarningsY
Price/Sales2.65-y EBITDA Growth Rate %19.5Current Ratio2.8Lower Leverage y-yY
Price/Cash Flow11.4y-y EBITDA Growth Rate %35.5ROA % (ttm)23.0Higher Current Ratio y-yY
Dividend Yield %2.8Insider Buy (3m)0ROE % (ttm)43.3Less Shares Outstanding y-yY
Payout Ratio %35.0Shares Outstanding M83.6ROI % (ttm)21.2Gross Margin Increase y-yY

Gurus Latest Trades with WDR

Number of guru portfolios checked: 84. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
WDRJoel Greenblatt 2014-09-30 Add0.06%$51.64 - $64.24
($55.61)
$ 48.96-12%Add 178.9%197,913
WDRRay Dalio 2014-09-30 Buy $51.64 - $64.24
($55.61)
$ 48.96-12%New holding, 5794 sh.5,794
WDRJohn Keeley 2014-09-30 Sold Out -0.28%$51.64 - $64.24
($55.61)
$ 48.96-12%Sold Out0
WDRJoel Greenblatt 2014-06-30 Add0.05%$59.42 - $75.96
($64.74)
$ 48.96-24%Add 1717.7%70,963
WDRJoel Greenblatt 2014-03-31 Buy $61.55 - $73.8
($68.5)
$ 48.96-28%New holding, 3904 sh.3,904
WDRDavid Dreman 2013-12-31 Sold Out -0.62%$50.9 - $65.47
($61.27)
$ 48.96-20%Sold Out0
WDRDavid Dreman 2013-09-30 Reduce-0.64%$43.7 - $53.14
($49.83)
$ 48.96-2%Reduce -75.83%134,072
WDRJoel Greenblatt 2013-09-30 Sold Out -0.1%$43.7 - $53.14
($49.83)
$ 48.96-2%Sold Out0
WDRRay Dalio 2013-09-30 Sold Out -0.01%$43.7 - $53.14
($49.83)
$ 48.96-2%Sold Out0
WDRRay Dalio 2013-06-30 Buy 0.01%$39.11 - $47.46
($44.07)
$ 48.9611%New holding, 18213 sh.18,213
WDRJohn Keeley 2013-06-30 Reduce-0.56%$39.11 - $47.46
($44.07)
$ 48.9611%Reduce -72.24%253,641
WDRDavid Dreman 2013-06-30 Reduce-0.15%$39.11 - $47.46
($44.07)
$ 48.9611%Reduce -19.35%554,722
WDRDavid Dreman 2013-03-31 Reduce-0.42%$34.82 - $43.78
($40.43)
$ 48.9621%Reduce -37.77%687,811
WDRJoel Greenblatt 2013-03-31 Reduce-0.04%$34.82 - $43.78
($40.43)
$ 48.9621%Reduce -25.44%63,137
WDRJoel Greenblatt 2012-03-31 Add0.08%$25 - $33.02
($28.25)
$ 48.9673%Add 51.21%86,661
WDRKen Fisher 2012-03-31 Add0.05%$25 - $33.02
($28.25)
$ 48.9673%Add 25.65%2,610,513
WDRDavid Dreman 2011-12-31 Add0.11%$23.39 - $29.64
($26.01)
$ 48.9688%Add 19.93%1,172,597
WDRJoel Greenblatt 2011-12-31 Add0.06%$23.39 - $29.64
($26.01)
$ 48.9688%Add 59.31%57,310
WDRRay Dalio 2011-12-31 Sold Out -0.02%$23.39 - $29.64
($26.01)
$ 48.9688%Sold Out0
WDRJohn Keeley 2011-09-30 Add0.11%$25.82 - $39.8
($32.52)
$ 48.9651%Add 21.59%1,088,250
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

WDR is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
WDR Ray Dalio 2014-09-305,7940.010New Buy
WDR Joel Greenblatt 2014-09-30197,9130.240.1+178.9%
WDR Ken Fisher 2014-09-302,139,4662.560.24-0.13%
WDR Mario Gabelli 2014-09-30379,2400.450.11-0.48%
WDR John Keeley 2014-09-30000Sold Out
Premium Most recent portfolio changes are included for Premium Members only!


WDR: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
KOSLOFF ALAN WDirector 2014-09-11Sell60$53.99-9.32view
CLOUSE MELISSA AVP, Controller & PAO 2014-09-03Sell1,298$56.83-13.85view
BUTCH THOMAS WEVP & Chief Marketing Officer 2014-05-20Sell17,217$59.02-17.05view
HILLS WENDY JSVP, General Counsel & Secy. 2014-05-01Sell6,461$67.97-27.97view
Sanders Philip JamesSVP & Chief Investment Officer 2014-03-13Buy61$71.88-31.89view
RAINES JAMES MDirector 2014-02-06Sell4,143$67.73-27.71view
Avery Michael LPresident 2013-12-10Sell7,500$63.01-22.3view
LOGUE DENNIS EDirector 2013-11-20Sell7,000$64.74-24.37view
Sanders Philip JamesSVP & Chief Investment Officer 2013-11-08Sell13,000$63.72-23.16view
BUTCH THOMAS WEVP & Chief Marketing Officer 2013-08-13Sell17,500$51.09-4.17view

Press Releases about WDR :

    Quarterly/Annual Reports about WDR:

    News about wdr:

    Articles On GuruFocus.com
    Meeting the Herd Mar 25 2013 
    3 of My Best Financial Stock Picks for 2013 Dec 18 2012 
    Guru Stocks Raising Dividends: CTS, UBA, UDR, WDR, CHCO Dec 19 2011 
    Waddell & Reed Financial Inc. Reports Operating Results (10-K) Feb 25 2011 
    Waddell & Reed Financial Inc. (WDR) SVP & COO Michael D Strohm sells 21,000 Shares Feb 18 2011 
    Waddell & Reed Financial Inc. (WDR) CEO Henry J Herrmann sells 100,000 Shares Jun 23 2010 
    Waddell & Reed Financial Inc. (WDR) SVP & COO Michael D Strohm sells 42,178 Shares Mar 15 2010 
    Waddell & Reed Financial Inc. (WDR) CEO Henry J Herrmann sells 77,732 Shares Nov 03 2009 
    Waddell & Reed Financial Inc. Reports Operating Results (10-Q) Oct 27 2009 
    Waddell & Reed Financial, Inc. Declares Quarterly Dividend and Announces Date of Third Quarter Earni Sep 11 2009 

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