IPO Year: 1998
Exchange: NYSE
| Date | Price Target | Rating | Analyst |
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SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)
SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)
SC 13G - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)
SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)
SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Filed by)
SC 13G - WADDELL & REED FINANCIAL INC (0001052100) (Subject)
SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Subject)
SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Subject)
SC 13G/A - WADDELL & REED FINANCIAL INC (0001052100) (Subject)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
4 - WADDELL & REED FINANCIAL INC (0001052100) (Issuer)
15-12B - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
13F-HR - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
S-8 POS - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
25-NSE - WADDELL & REED FINANCIAL INC (0001052100) (Subject)
8-K - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
10-Q - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
10-K/A - WADDELL & REED FINANCIAL INC (0001052100) (Filer)
Waddell & Reed wealth management platform sold to LPL Financial Macquarie Asset Management (MAM), the asset management division of Macquarie Group ((ASX: MQG, OTC:MQBKY), today announced the completion of its acquisition of Waddell & Reed Financial, Inc. (NYSE:WDR), one of the oldest asset and wealth management companies in the United States. Concurrent with the completion of the transaction, Macquarie sold WDR's wealth management platform to LPL Financial Holdings Inc. (NASDAQ:LPLA), a leading US retail investment advisory firm, independent broker-dealer, and registered investment advisor custodian. In connection with this transaction, Macquarie and LPL have entered into a long-term part
NEW YORK, April 27, 2021 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400 and S&P SmallCap 600 effective prior to the opening of trading on Monday, May 3: Genpact Limited (NYSE:G) will replace Genworth Financial Inc. (NYSE:GNW) in the S&P MidCap 400, and Genworth Financial will replace Glu Mobile Inc. (NASD:GLUU) in the S&P SmallCap 600. S&P 500 constituent Electronic Arts Inc. (NASD: EA) is acquiring Glu Mobile in a deal expected to be completed soon pending final conditions. Genworth Financial is more representative of the small-cap market space. Unitil Corp. (NYSE:UTL) will replace Waddell & Reed Financial Inc. (NYSE:WDR) in the S&P SmallCap 600.
Waddell & Reed Financial, Inc. (NYSE:WDR) today reported preliminary assets under management ("AUM") of $76.0 billion on March 31, 2021, compared to $75.5 billion on February 28, 2021. AUM includes assets invested in our affiliated mutual fund products, institutional separate accounts and collective investment trusts. AUM ($ in Millions) Preliminary Month Ended March 31, 2021 Retail Institutional Total Beginning AUM $ 71,950 $ 3,595 $ 75,545 Net flows (259 ) 158 (101 ) Market action 572 13 585 Ending AUM $ 72,263 $ 3,766 $ 76,029
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $75.5 billion for the month ended February 28, 2021, compared to $74.3 billion on January 31, 2021. Assets Under Management ($ in Millions) Preliminary Month Ended February 28, 2021 Retail Institutional Total Beginning assets $ 70,743 $ 3,533 $ 74,276 Net flows (365 ) (37 ) (402 ) Market action 1,572 99 1,671 Ending assets $ 71,950 $ 3,595 $ 75,545 Caut
OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on April 30, 2021 to stockholders of record as of April 9, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), our wealth management channel (through independent
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $74.3 billion for the month ended January 31, 2021, compared to $74.8 billion on December 31, 2020. Assets Under Management ($ in Millions) Preliminary Month Ended January 31, 2021 Retail Institutional Total Beginning assets $ 71,252 $ 3,570 $ 74,822 Net flows (644 ) (40 ) (684 ) Market action 135 3 138 Ending assets $ 70,743 $ 3,533 $ 74,276 Cautionary Statemen
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported a fourth quarter 2020 net loss1 of $6.9 million, or $0.11 per diluted share, compared to net income of $30.5 million, or $0.48 per diluted share, during the prior quarter and net income of $15.9 million, or $0.23 per diluted share, during the fourth quarter of 2019. The fourth quarter of 2020 included $39.6 million in costs related to the proposed acquisition of Waddell & Reed Financial, Inc. by Macquarie Asset Management, the asset management division of Macquarie Group (“Macquarie”) pursuant to a merger agreement announced on December 2, 2020. Excluding the merger-related costs, adjuste
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $74.8 billion for the month ended December 31, 2020, compared to $72.4 billion on November 30, 2020. Assets Under Management ($ in Millions) Preliminary Month Ended December 31, 2020 Retail Institutional Total Beginning assets $ 68,956 $ 3,399 $ 72,355 Net flows (554 ) (30 ) (584 ) Market action 2,850 201 3,051 Ending assets $ 71,252 $ 3,570 $ 74,822 Cautionary
OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 1, 2021 to stockholders of record as of January 11, 2021. Waddell & Reed Financial, Inc. will announce fourth quarter 2020 earnings before trading begins on the New York Stock Exchange, Tuesday, February 2, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported preliminary assets under management of $72.4 billion for the month ended November 30, 2020, compared to $66.2 billion on October 31, 2020. Assets Under Management ($ in Millions) Preliminary Month Ended November 30, 2020 Retail Institutional Total Beginning assets $ 63,125 $ 3,047 $ 66,172 Net flows (459 ) (18 ) (477 ) Market action 6,290 370 6,660 Ending assets $ 68,956 $ 3,399 $ 72,355
Waddell & Reed Financial, Inc. (NYSE:WDR) today reported preliminary assets under management ("AUM") of $76.0 billion on March 31, 2021, compared to $75.5 billion on February 28, 2021. AUM includes assets invested in our affiliated mutual fund products, institutional separate accounts and collective investment trusts. AUM ($ in Millions) Preliminary Month Ended March 31, 2021 Retail Institutional Total Beginning AUM $ 71,950 $ 3,595 $ 75,545 Net flows (259 ) 158 (101 ) Market action 572 13 585 Ending AUM $ 72,263 $ 3,766 $ 76,029
OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on April 30, 2021 to stockholders of record as of April 9, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), our wealth management channel (through independent
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Waddell & Reed Financial, Inc. (NYSE: WDR) today reported a fourth quarter 2020 net loss1 of $6.9 million, or $0.11 per diluted share, compared to net income of $30.5 million, or $0.48 per diluted share, during the prior quarter and net income of $15.9 million, or $0.23 per diluted share, during the fourth quarter of 2019. The fourth quarter of 2020 included $39.6 million in costs related to the proposed acquisition of Waddell & Reed Financial, Inc. by Macquarie Asset Management, the asset management division of Macquarie Group (“Macquarie”) pursuant to a merger agreement announced on December 2, 2020. Excluding the merger-related costs, adjuste
OVERLAND PARK, Kan.--(BUSINESS WIRE)--The Board of Directors of Waddell & Reed Financial, Inc. (NYSE: WDR) approved a quarterly dividend on its Class A common stock of $0.25 per share payable on February 1, 2021 to stockholders of record as of January 11, 2021. Waddell & Reed Financial, Inc. will announce fourth quarter 2020 earnings before trading begins on the New York Stock Exchange, Tuesday, February 2, 2021. About the Company Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, we distribute our investment products through the unaffiliated channel
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Ivy High Income Opportunities Fund (NYSE: IVH) today announced a monthly distribution of $0.09 per common share. The distribution schedule is as follows: Ex-Date Record Date Payable Date Amount Dec. 15, 2020 Dec. 16, 2020 Dec. 31, 2020 $0.09 per share The distribution is expected to be paid from net investment income (regular interest and dividends). The final tax status of the distribution may differ substantially from this preliminary information, which is based on estimates, and the final determination of such amount will be made in early 2021 when the Fund can determine its earnings and profits for the 2020 fisc