Comparable Company Analysis: Waddell & Reed Financial, Inc. (WDR), BlackRock Capital Investment Corporation

Lloyd Doyle
August 19, 2017

Blackrock Management Ltd Co holds 0.02% or 664,571 shares. Geode Capital Mngmt Limited Liability Company holds 864,670 shares or 0.01% of its portfolio. Kroger Co now has $20.56B valuation. About 7.40 million shares traded. Kroger Co (NYSE:KR) has declined 16.08% since August 17, 2016 and is downtrending. It has outperformed by 32.69% the S&P500. The correct version of this report can be viewed at The stock of Waddell & Reed Financial, Inc. The Denver Investment Advisors Llc holds 32,455 shares with $1.72 million value, up from 22,445 last quarter. The company has a market capitalization of $1.55 billion, a PE ratio of 11.63 and a beta of 2.04. About 57,865 shares traded.

Digging deeping into the Waddell & Reed Financial Inc (WDR) 's technical indicators, we note that the Williams Percent Range or 14 day Williams %R now sits at -90.99.

The technical rating goes from a rating of one, the weakest upside technical, to a rating of five, the highest upside technical. It has underperformed by 28.62% the S&P500.

Investors sentiment decreased to 1.08 in Q4 2016. Its down 0.18, from 1.26 in 2016Q3. It worsened, as 64 investors sold IP shares while 255 reduced holdings. 44 funds opened positions while 66 raised stakes. Wells Fargo Mn accumulated 142,961 shares. Asset Mgmt One owns 30,472 shares. The NYSE listed company saw a recent bid of 2.54 on 591853 volume.

Waddell & Reed Financial Inc (WDR) now has a 14-day Commodity Channel Index (CCI) of -127.63. (NYSE:WDR) tinted loss of -1.65% (-0.31 points) to US$18.51. Northern reported 0.01% in Waddell & Reed Financial, Inc. Blackrock Grp Ltd reported 238,467 shares. (NYSE:WDR) for 35,927 shares. The stock rose 0.38% or $0.14 reaching $37.11 per share. Arizona State Retirement System owns 36,986 shares for 0.01% of their portfolio.

Shares of Laredo Petroleum Inc (LPI) are moving on volatility today -1.02% or -0.12 from the open. Legal And General Group Pcl holds 0% of its portfolio in Waddell & Reed Financial, Inc. (NYSE:WDR) latest ratings and price target changes. Foundry Prtnrs Ltd Llc has invested 0.13% in Waddell & Reed Financial, Inc.

Waddell & Reed Financial, Inc., incorporated on December 24, 1981, is a holding company. The other 0 are split, though not evenly, between analysts who think you should buy its stock versus those who think you should sell it. Therefore 0 are positive. The stock has "Hold" rating by Jefferies on Thursday, April 13. Recently, analysts have updated the overall rating to 3.6.

In other news, VP Benjamin R. Clouse sold 5,903 shares of the business's stock in a transaction dated Monday, August 7th. The firm has "Neutral" rating by Citigroup given on Wednesday, July 27. The rating was maintained by KeyBanc Capital Markets with "Hold" on Thursday, July 27. Keefe, Bruyette & Woods upgraded Waddell & Reed Financial from an "underperform" rating to a "market perform" rating and boosted their price objective for the company from $16.50 to $17.75 in a research report on Wednesday, June 14th. The stock has "Neutral" rating by Credit Suisse on Wednesday, September 16. Also, Director Alan W. Kosloff sold 25,076 shares of the company's stock in a transaction dated Thursday, August 3rd. The stock has "Sell" rating by Citigroup on Monday, October 5. Waddell & Reed Financial, Inc. $528,176 worth of Kroger Co (NYSE:KR) was sold by DONNELLY MICHAEL JOSEPH. The insider KROPF SUSAN J sold $298,950. Another trade for 11,000 shares valued at $324,832 was sold by Foley Todd A. On Tuesday, March 7 the insider Clark Robert W sold $489,835. Cubist Systematic Strategies Limited Liability Corporation holds 12,432 shares.

Among 8 analysts covering Orbotech (NASDAQ:ORBK), 7 have Buy rating, 0 Sell and 1 Hold. Therefore 39% are positive. Kroger had 77 analyst reports since August 25, 2015 according to SRatingsIntel. The firm has "Underperform" rating given on Friday, August 11 by Credit Suisse. Denver Investment Advisors Llc acquired 10,010 shares as International Paper Co (IP)'s stock declined 1.99%. The stock has "Peer Perform" rating by Wolfe Research on Wednesday, June 15. William Blair downgraded Waddell & Reed Financial, Inc. The stock has "Underweight" rating by Morgan Stanley on Monday, September 21. The firm earned "Outperform" rating on Wednesday, December 2 by Oppenheimer. On Friday, December 18 the stock rating was initiated by Wells Fargo with "Outperform". The rating was downgraded by J.P. Morgan on Friday, June 16 to "Hold".

The company's consensus rating on Reuter's scale remained unchanged from 3.6 to 3.6 during a month.

Investors sentiment decreased to 0.92 in Q4 2016. Its down 0.01, from 0.93 in 2016Q3. It is negative, as 76 investors sold KR shares while 273 reduced holdings. 332.47 million shares or 2.22% more from 325.25 million shares in 2016Q3 were reported. Bancshares Of The West accumulated 125,042 shares. Jennison Assocs Limited Com owns 48,426 shares or 0% of their United States portfolio. Hudson Bay Cap Lp has 7,000 shares. (NYSE:WDR). Swiss Bankshares reported 0% stake. Envestnet Asset Management, Illinois-based fund reported 5,576 shares. Curbstone Management invested 0.19% of its portfolio in Kroger Co (NYSE:KR). Central National Bank And Tru Communication holds 400 shares. Bank of America downgraded the stock to "Underperform" rating in Tuesday, March 15 report. Robeco Institutional Asset Mgmt Bv accumulated 0% or 958 shares.

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