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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M4,182Revenue $M1,598Net Margin (%)19.6Z-Score7.1
Enterprise Value $M3,562EPS $3.7Operating Margin %30.3F-Score9
P/E(ttm))13.4Cash Flow Per Share $2.9Pre-tax Margin (%)30.7Higher ROA y-yY
Price/Book5.310-y EBITDA Growth Rate %13.5Quick Ratio2.5Cash flow > EarningsY
Price/Sales2.65-y EBITDA Growth Rate %20.3Current Ratio2.5Lower Leverage y-yY
Price/Cash Flow11.4y-y EBITDA Growth Rate %25.2ROA % (ttm)22.3Higher Current Ratio y-yY
Dividend Yield %2.9Insider Buy (3m)0ROE % (ttm)41.6Less Shares Outstanding y-yY
Payout Ratio %37.0Shares Outstanding M83.6ROI % (ttm)21.2Gross Margin Increase y-yY

Gurus Latest Trades with WDR

Number of guru portfolios checked: 85. (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 2014-12-31 Add0.02%$43.85 - $50.67
($47.69)
$ 49.454%Add 30.43%258,144
WDRDavid Dreman 2014-12-31 Buy 0.01%$43.85 - $50.67
($47.69)
$ 49.454%New holding, 1865 sh.1,865
WDRRay Dalio 2014-12-31 Sold Out $43.85 - $50.67
($47.64)
$ 49.454%Sold Out0
WDRJoel Greenblatt 2014-09-30 Add0.06%$51.64 - $64.24
($55.61)
$ 49.45-11%Add 178.9%197,913
WDRRay Dalio 2014-09-30 Buy $51.64 - $64.24
($55.61)
$ 49.45-11%New holding, 5794 sh.5,794
WDRJohn Keeley 2014-09-30 Sold Out -0.28%$51.64 - $64.24
($55.61)
$ 49.45-11%Sold Out0
WDRJoel Greenblatt 2014-06-30 Add0.05%$59.42 - $75.96
($64.74)
$ 49.45-24%Add 1717.7%70,963
WDRJoel Greenblatt 2014-03-31 Buy $61.55 - $73.8
($68.5)
$ 49.45-28%New holding, 3904 sh.3,904
WDRDavid Dreman 2013-12-31 Sold Out -0.62%$50.9 - $65.47
($61.27)
$ 49.45-19%Sold Out0
WDRDavid Dreman 2013-09-30 Reduce-0.64%$43.7 - $53.14
($49.83)
$ 49.45-1%Reduce -75.83%134,072
WDRJoel Greenblatt 2013-09-30 Sold Out -0.1%$43.7 - $53.14
($49.83)
$ 49.45-1%Sold Out0
WDRRay Dalio 2013-09-30 Sold Out -0.01%$43.7 - $53.14
($49.83)
$ 49.45-1%Sold Out0
WDRRay Dalio 2013-06-30 Buy 0.01%$39.11 - $47.46
($44.07)
$ 49.4512%New holding, 18213 sh.18,213
WDRJohn Keeley 2013-06-30 Reduce-0.56%$39.11 - $47.46
($44.07)
$ 49.4512%Reduce -72.24%253,641
WDRDavid Dreman 2013-06-30 Reduce-0.15%$39.11 - $47.46
($44.07)
$ 49.4512%Reduce -19.35%554,722
WDRDavid Dreman 2013-03-31 Reduce-0.42%$34.82 - $43.78
($40.43)
$ 49.4522%Reduce -37.77%687,811
WDRJoel Greenblatt 2013-03-31 Reduce-0.04%$34.82 - $43.78
($40.43)
$ 49.4522%Reduce -25.44%63,137
WDRJoel Greenblatt 2012-03-31 Add0.08%$25 - $33.02
($28.25)
$ 49.4575%Add 51.21%86,661
WDRKen Fisher 2012-03-31 Add0.05%$25 - $33.02
($28.25)
$ 49.4575%Add 25.65%2,610,513
WDRDavid Dreman 2011-12-31 Add0.11%$23.39 - $29.64
($26.01)
$ 49.4590%Add 19.93%1,172,597
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 David Dreman 2014-12-311,86500.01New Buy
WDR Joel Greenblatt 2014-12-31258,1440.310.1+30.43%
WDR Ken Fisher 2014-12-312,122,3312.540.22-0.8%
WDR Mario Gabelli 2014-12-31372,4000.450.1-1.8%
WDR Ray Dalio 2014-12-31000Sold 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
Avery Michael LPresident 2014-12-19Sell10,000$48.962.21view
KOSLOFF ALAN WDirector 2014-09-11Sell60$53.99-7.32view
CLOUSE MELISSA AVP, Controller & PAO 2014-09-03Sell1,298$56.83-11.95view
BUTCH THOMAS WEVP & Chief Marketing Officer 2014-05-20Sell17,217$59.02-15.22view
HILLS WENDY JSVP, General Counsel & Secy. 2014-05-01Sell6,461$67.97-26.38view
Sanders Philip JamesSVP & Chief Investment Officer 2014-03-13Buy61$71.88-30.38view
RAINES JAMES MDirector 2014-02-06Sell4,143$67.73-26.12view
Avery Michael LPresident 2013-12-10Sell7,500$63.01-20.58view
LOGUE DENNIS EDirector 2013-11-20Sell7,000$64.74-22.71view
Sanders Philip JamesSVP & Chief Investment Officer 2013-11-08Sell13,000$63.72-21.47view

Press Releases about WDR :

    Quarterly/Annual Reports about WDR:

    News about WDR:

    Articles On GuruFocus.com
    Should You Buy the Mutual Fund Company Instead of the Funds? Feb 27 2015 
    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 

    More From Other Websites
    10-K for Waddell & Reed Financial, Inc. Mar 02 2015
    WADDELL & REED FINANCIAL INC Files SEC form 10-K, Annual Report Feb 27 2015
    Waddell & Reed Financial (WDR) Stock Dropping Today After Jefferies Downgrade Feb 18 2015
    Waddell & Reed Financial, Inc. Reports Fourth Quarter Results Feb 11 2015
    Waddell & Reed Financial, Inc. Provides Notice of Conference Call Feb 11 2015
    Waddell & Reed Financial, Inc. Announces Assets Under Management Feb 11 2015
    Waddell & Reed Financial, Inc. Fund Families Again Among Top of Barron’s “Best Mutual Fund... Feb 10 2015
    Waddell & Reed Financial (WDR) Stock Slumping Today After Citi Downgrade Feb 04 2015
    Waddell & Reed's Q4 Earnings Beat on Top-Line Growth - Analyst Blog Feb 04 2015
    Waddell & Reed Financial Inc Earnings Call scheduled for 10:00 am ET today Feb 03 2015
    WADDELL & REED FINANCIAL INC Files SEC form 8-K, Results of Operations and Financial Condition,... Feb 03 2015
    Waddell & Reed tops Street 4Q forecasts Feb 03 2015
    Waddell & Reed tops Street 4Q forecasts Feb 03 2015
    Q4 2014 Waddell & Reed Financial Inc Earnings Release - Before Market Open Feb 03 2015
    Waddell & Reed Financial, Inc. Reports Fourth Quarter Results Feb 03 2015
    SEI Investments' Q4 Earnings Beat on Top-Line Growth - Analyst Blog Jan 29 2015
    Blackstone Q4 Earnings Beat on Effective Cost Management - Analyst Blog Jan 29 2015
    Waddell & Reed Financial, Inc. Provides Notice of Conference Call Jan 27 2015
    BlackRock Q4 Earnings Beat on Solid Inflows, Dividend Hiked - Analyst Blog Jan 15 2015
    Waddell & Reed Financial, Inc. Announces Assets Under Management Jan 14 2015

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