Waddell And Reed Financial Inc's ROA from the first quarter of 2021 to the first quarter of 2020 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Waddell And Reed Financial Inc's ROA in the first quarter of 2021?
Waddell and Reed Financial Inc achieved a return on average assets (ROA) of 4.83 % in its first quarter of 2021, which is below Waddell And Reed Financial Inc's average return on assets, which stands at 13.91%.

ROA fell compared to the fourth quarter of 2020, despite the net income growth of % from the fourth quarter of 2020.

However, within the Financial sector 178 other companies had a higher return on assets. While return on assets, the total ranking has deteriorated compared to the fourth quarter of 2020 from 996 to 1257.

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Return on Assets ROA▼

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Return On Assets	(Mar 31 2021) I. Quarter	(Dec 31 2020) IV. Quarter	(Sep 30 2020) III. Quarter	(Jun 30 2020) II. Quarter	(Mar 31 2020) I. Quarter
Y / Y Total Assets Change	-13.66 %	-13.94 %	-10.33 %	-8.09 %	-4.94 %
Y / Y Net Income Change	-92.12 %	-	-6.73 %	-19.5 %	-37.53 %
Net Income (TTM) in million	54	73	96	98	105
Return On Assets (TTM)	4.83 %	6.3 %	7.97 %	7.95 %	8.32 %
WDR's Total Ranking	# 1257	# 996	# 626	# 622	# 640
Total Assets (TTM) in million	1,008	1,154	1,125	1,166	1,168
Seq. Total Assets Change	-12.62 %	2.52 %	-3.48 %	-0.15 %	-12.9 %
Seq. Net Income Change	-	-	12.3 %	35.97 %	26.74 %

WDR's 5 Years Annual ROA >> Back to WDR Management Effectiveness >> Compare WDR ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 48
Sector	# 179
Overall	# 1230

Return On Assets Statistics
High	Average	Low
22.79 %	13.91 %	4.83 %
(Jun 30 2014)		(Mar 31 2021)

Financial Statements
Waddell And Reed Financial Inc's Assets	$ 1,008 million	WDR's Balance sheet
Waddell And Reed Financial Inc's Income	$ 2 million	Quarterly WDR's Income Statement
WDR's Income by Division		See WDR's Income by Division

Annual Return On Assets	(Dec 31 2020) FY 2020	(Dec 31 2019) FY 2019	(Dec 31 2018) FY 2018	(Dec 31 2017) FY 2017	(Dec 31 2016) FY 2016
Y / Y Total Assets Change	-8.88 %	-5.78 %	-2.91 %	-1.56 %	-9.61 %
Total Assets in million	1,154	1,266	1,344	1,384	1,406
Y / Y Net Income Change	-37.88 %	-36.02 %	26.77 %	-2.77 %	-39.59 %
Net Income in million	73	117	183	144	148
Annual Return On Assets	6.3 %	9.24 %	13.6 %	10.42 %	10.55 %

WDR's 5 Years Annual ROA >> Back to WDR Management Effectiveness >> Compare WDR ROA to its Competitors

Comment on WDR's ROA in the fiscal year ending 2020

In the fiscal year 2020 Waddell And Reed Financial Inc's ROA decreased compared to previous year to 6.3 %, due to deterioration of net income -37.88 % to $72.66 million, from $116.97 million a year ago, as WDR's assets were $1,153.83 million.

More Return On Assets Ratios
WDR's' Return on Assets at Yahoo Finance
Investment Services Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
WDR's Roa Ratio versus Investment Services Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for WDR's Competitors
Subscribers only: Roa for Waddell And Reed Financial Inc's Suppliers
Subscribers only: Return On Assets for WDR's Customers

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Companies with similar Return On Assets at Mar 31 2021, within Financial Sector	ROA
Manning and Napier Inc.	12.94 %
Sculptor Capital Management Inc	12.80 %
Frontier Funds	12.77 %
Victory Capital Holdings Inc	12.64 %
Berkshire Hathaway Inc	12.42 %
Kkr and co inc	12.36 %
Abrdn Precious Metals Basket Etf Trust	12.13 %
Atlanticus Holdings Corp	12.08 %
Public Storage	12.02 %
Dynex Capital Inc	11.87 %
Stewart Information Services Corp	11.79 %
Cincinnati Financial Corporation	11.37 %
Enstar Group Ltd	11.35 %
Virtu Financial inc	11.25 %
Goosehead Insurance Inc	11.21 %
United States Oil Fund Lp	11.07 %
Corvel Corporation	10.86 %
Netcapital Inc	10.61 %
Associated Capital Group Inc	10.46 %
Brookfield Oaktree Holdings Llc	10.45 %
Watford Holdings Ltd	10.35 %
Alliancebernstein Holding L p	10.33 %
Progressive Corp	10.30 %
Humana Inc	9.97 %
Mercury General Corporation	9.95 %
Morningstar inc	9.94 %
Monument Circle Acquisition Corp	9.87 %
Siriuspoint Ltd	9.60 %
Credit Acceptance Corp	9.44 %
Invesco Db G10 Currency Harvest Fund	9.39 %

Date modified: 2026-09-18T13:11:04+00:00

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