Waddell Reed Financial Stock Shares Owned By Institutions
Waddell Reed Financial fundamentals help investors to digest information that contributes to Waddell Reed's financial success or failures. It also enables traders to predict the movement of Waddell Stock. The fundamental analysis module provides a way to measure Waddell Reed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Waddell Reed stock.
Waddell |
Waddell Reed Financial Company Shares Owned By Institutions Analysis
Waddell Reed's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
More About Shares Owned By Institutions | All Equity Analysis
Shares Held by Institutions | = | Funds and Banks | + | Firms |
Current Waddell Reed Shares Owned By Institutions | 96.48 % |
Most of Waddell Reed's fundamental indicators, such as Shares Owned By Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Waddell Reed Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
CompetitionBased on the latest financial disclosure, 96% of Waddell Reed Financial are shares owned by institutions. This is 224.41% higher than that of the Financial Services sector and 82.0% higher than that of the Asset Management industry. The shares owned by institutions for all United States stocks is 146.06% lower than that of the firm.
Waddell Shares Owned By Institutions Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Waddell Reed's direct or indirect competition against its Shares Owned By Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Waddell Reed could also be used in its relative valuation, which is a method of valuing Waddell Reed by comparing valuation metrics of similar companies.Waddell Reed is currently under evaluation in shares owned by institutions category among its peers.
Waddell Fundamentals
| Return On Equity | 9.34 | |||
| Return On Asset | 6.86 | |||
| Profit Margin | 6.71 % | |||
| Operating Margin | 13.86 % | |||
| Current Valuation | 903.42 M | |||
| Shares Outstanding | 62.18 M | |||
| Shares Owned By Insiders | 3.52 % | |||
| Shares Owned By Institutions | 96.48 % | |||
| Number Of Shares Shorted | 2.78 M | |||
| Price To Earning | 23.14 X | |||
| Price To Book | 2.14 X | |||
| Price To Sales | 1.48 X | |||
| Revenue | 1.05 B | |||
| Gross Profit | 321.31 M | |||
| EBITDA | 145.46 M | |||
| Net Income | 70.46 M | |||
| Cash And Equivalents | 760.52 M | |||
| Cash Per Share | 12.23 X | |||
| Total Debt | 110.11 M | |||
| Debt To Equity | 0.15 % | |||
| Current Ratio | 2.38 X | |||
| Book Value Per Share | 11.66 X | |||
| Cash Flow From Operations | 188.04 M | |||
| Short Ratio | 4.21 X | |||
| Earnings Per Share | 1.08 X | |||
| Price To Earnings To Growth | 3.17 X | |||
| Number Of Employees | 1.12 K | |||
| Beta | 1.43 | |||
| Market Capitalization | 1.55 B | |||
| Total Asset | 1.56 B | |||
| Retained Earnings | 1.1 B | |||
| Working Capital | 774.36 M | |||
| Current Asset | 1.22 B | |||
| Current Liabilities | 443.21 M | |||
| Z Score | 8.4 | |||
| Five Year Return | 7.42 % | |||
| Last Dividend Paid | 1.0 |
Pair Trading with Waddell Reed
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Waddell Reed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Waddell Reed will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Alcoa Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Alcoa Corp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Alcoa Corp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Alcoa Corp to buy it.
The correlation of Alcoa Corp is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Alcoa Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Alcoa Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Alcoa Corp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Other Consideration for investing in Waddell Stock
If you are still planning to invest in Waddell Reed Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Waddell Reed's history and understand the potential risks before investing.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |