Waddell & Reed Financial

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles:
Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.
Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them.
Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring.

Mission, US
Size (employees)
1,447 (est)-14%
Waddell & Reed Financial was founded in 1937 and is headquartered in Mission, US

Waddell & Reed Financial Office Locations

Waddell & Reed Financial has an office in Mission
Mission, US (HQ)
6300 Lamar Ave

Waddell & Reed Financial Data and Metrics

Waddell & Reed Financial Financial Metrics

Waddell & Reed Financial's revenue was reported to be $1.2 b in FY, 2016 which is a 18% decrease from the previous period.

Revenue (FY, 2016)

1.2 b

Revenue growth (FY, 2015 - FY, 2016), %


Net income (FY, 2016)

148.3 m

EBIT (FY, 2016)

236.4 m

Market capitalization (21-Jul-2017)

1.7 b

Cash (31-Dec-2016)

555.1 m


1.4 b
Waddell & Reed Financial's current market capitalization is $1.7 b.
USDFY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016


978.3 m1.1 b1.2 b1.4 b1.6 b1.5 b1.2 b

Revenue growth, %


General and administrative expense

86.4 m104.6 m105.1 m84 m

Operating expense total

985.8 m1.1 b1.1 b1 b


384.6 m484.4 m415.9 m236.4 m

EBIT margin, %


Interest expense

12.7 m11.4 m11.3 m11.2 m11 m11.1 m11.1 m

Pre tax profit

393.2 m490.2 m399.5 m224.5 m

Income tax expense

86.9 m104.7 m108.5 m140.2 m176.8 m154 m76.2 m

Net Income

253 m313.3 m245.5 m148.3 m
USDY, 2010Y, 2011Y, 2012Y, 2013Y, 2014Y, 2015FY, 2016


190.1 m323.9 m330.3 m487.8 m566.6 m558.5 m555.1 m

Accounts Receivable

4.3 m


9.4 m15 m35 m20.6 m

Current Assets

1 b1.2 b1.2 b1.1 b


72.6 m92.3 m105.4 m102.4 m

Total Assets

1.3 b1.5 b1.6 b1.4 b

Accounts Payable

18.8 m32.3 m32.9 m28 m

Total Debt

190 m189.6 m

Current Liabilities

419.7 m463 m443.2 m297 m

Total Liabilities

551.6 m

Additional Paid-in Capital

267.4 m318.6 m331.6 m291.9 m

Retained Earnings

850.6 m1 b1.1 b1.1 b

Total Equity

687.3 m786.1 m846.5 m844 m

Debt to Equity Ratio

0.2 x

Debt to Assets Ratio

0.1 x

Financial Leverage

1.9 x1.9 x1.8 x1.7 x
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

253 m313.3 m245.5 m148.3 m

Depreciation and Amortization

13.7 m14.8 m16 m18.4 m

Accounts Receivable

(5.7 m)(75 m)(3.8 m)

Cash From Operating Activities

286.9 m345 m234 m123.6 m

Purchases of PP&E

(16.9 m)(35.6 m)(29.6 m)(15.7 m)

Cash From Investing Activities

(39.1 m)(22.6 m)75.9 m

Dividends Paid

(96 m)(115.3 m)(144 m)(152.8 m)

Cash From Financing Activities

(155 m)(227.2 m)(219.5 m)(202.9 m)

Interest Paid

10.3 m10.3 m10.3 m10.3 m

Income Taxes Paid

124.2 m165.2 m152.3 m
USDY, 2016


5.9 x


11.2 x


732.7 k


0.2 x


0.1 x

Financial Leverage

1.7 x

Waddell & Reed Financial Market Value History

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