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Profile - Waddell & Reed Financial (NYSE:WDR)
As of 31-Aug-2001
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More Info: Quote | Chart | News | Profile | Research | SEC | Msgs | Insider | Options | Financials
Recent Events
Aug  1Dividend payment of $0.088
Location
6300 Lamar Avenue
Overland Park, KS 66202
Phone: (913) 236-2000
Fax: (913) 236-5044
Email: investorrelations@waddell.com
Employees (last reported count): 1,341
Financial Links
 ·Top Institutional Holders
 ·Top Mutual Fund Holders
 ·Analyst Upgrade/Downgrade History
 ·Historical Quote Data
 ·Raw SEC Filings at sec.gov
Competitors:
 ·Sector: Financial
 ·Industry: Investment Services
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Index Membership
 ·S&P 400 MidCap
Ownership
·Insider and 5%+ Owners: 23%
·Over the last 6 months:
 · 2 insider buys; 0  shares
·Institutional: 71% (92% of float)
(452 institutions)
·Net Inst. Buying: 17.5M shares (+23.64%)
(prior quarter to latest quarter)
More From Market Guide
 ·Highlights
 ·Performance
 ·Ratio Comparisons
Business Summary
Waddell & Reed Financial, Inc. is a holding company that conducts its business through its subsidiaries. One subsidiary, Waddell & Reed, Inc., is a registered broker-dealer and registered investment advisor that acts primarily as the nationwide distributor and underwriter for the shares of its mutual funds and a distributor of insurance products. Waddell & Reed Investment Management Company is a registered investment advisor that provides investment management and advisory services to its mutual funds and to institutions and other private clients. Waddell & Reed Services Company provides transfer agency and accounting services to the mutual funds and their shareholders. Austin, Calvert & Flavin, Inc. is an investment management company that manages investments for trusts, high-net-worth families and individuals, and pension plans. On March 31, 2000, the Company completed the acquisition of The Legend Group, a privately held mutual fund distribution and retirement planning company.
More from Market Guide: Expanded Business Description

Financial Summary
WDR is the exclusive underwriter and distributor of 36 mutual fund portfolios, including 17 comprising the United Funds, eight comprising the W&R Funds, and 11 comprising the TMK/United Funds. WDR also provides financial planning services. For the six months ended 6/01, revenues fell 3% to $250.5 million. Net income decreased 12% to $61.7 million. Results reflect decreased investment management fees received, and increased interest expenses.
More from Market Guide: Significant Developments

Officers[Insider Trade Data]
FY2000 Compensation
PayExer

Keith Tucker, 56
Chairman and CEO
$2.2M$38.8M
Henry Herrmann, 58
Pres, CIO, Director
2.1M15.3M
John Sundeen, Jr., 40
CFO, Sr. VP, Treasurer
--  --  
Michael Strohm, 49
COO, Sr. VP
--  --  
Robert Hechler, 64
Exec. VP, Director
1.5M8.5M
Dollar amounts are as of 31-Dec-2000 and compensation values are for the fiscal year ending on that date; "Pay" is salary, bonuses, etc.; "Exer" is the value of options excercised during the fiscal year.
More from Market Guide on Officers & Directors:
Expanded List, Bios, Compensation, Options
Statistics at a Glance -- NYSE:WDRAs of 31-Aug-2001
Price and Volume
52-Week Low
on 4-Apr-2001
$24.22 
Recent Price$31.38 
52-Week High
on 13-Sep-2000
$40.50 
Beta1.56 
Daily Volume (3-month avg)226.1K
Daily Volume (10-day avg)208.0K
Stock Performance
[one-year price graph]
big chart [1d | 5d | 3m | 6m | 1y | 2y | 5y]
52-Week Change-14.5%
52-Week Change
relative to S&P500
+14.7%
Share-Related Items
Market Capitalization$2.50B
Shares Outstanding79.8M
Float61.5M
Dividends & Splits
Annual Dividend (indicated)$0.35 
Dividend Yield1.13%
Last Split: 3 for 2 on 10-Apr-2000
Per-Share Data
Book Value (mrq)$0.95 
Earnings (ttm)$1.53 
Earnings (mrq)$0.38 
Sales (ttm)$5.99 
Cash (mrq)$1.51 
Valuation Ratios
Price/Book (mrq)33.09 
Price/Earnings (ttm)20.54 
Price/Sales (ttm)5.24 
Income Statements
Sales (ttm)$512.7M
EBITDA (ttm)$241.3M
Income available to common (ttm)$130.9M
Profitability
Profit Margin (ttm)25.5%
Operating Margin (ttm)41.6%
Fiscal Year
Fiscal Year EndsDec 31
Most recent quarter30-June-2001
Management Effectiveness
Return on Assets (ttm)31.82%
Return on Equity (ttm)135.14%
Financial Strength
Current Ratio (mrq)1.57 
Debt/Equity (mrq)3.15 
Total Cash (mrq)$120.7M
Short Interest
As of 8-Aug-2001
Shares Short966.0K
Percent of Float1.6%
Shares Short
(Prior Month)
946.0K
Short Ratio3.91 
Daily Volume247.0K
See Profile Help for a description of each item above;   K = thousands;   M = millions;   B = billions;   mrq = most-recent quarter;   ttm = trailing twelve months;   (as of 30-June-2001)

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