Waddell And Reed Financial Inc (WDR) Return on Equity ROE from the first quarter 2021 to first quarter 2020 and annually, average high and low, overall ranking from Mar 31 2021 to Mar 31 2020 - CSIMarket
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Waddell and Reed Financial Inc  (NYSE: WDR)
    Sector • Financial    Industry • Investment Services
   Industry • Investment Services
   Sector • Financial

Waddell And Reed Financial Inc's ROE per quarter

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


What is ROE for Waddell And Reed Financial Inc in the first quarter 2021?
Waddell and Reed Financial Inc achieved a return on average equity (ROE) of 7.29 % in its first quarter 2021, which is below Waddell And Reed Financial Inc's average return on equity, which stands at 24.53%.

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

Within the Investment Services industry 62 other companies had a higher return on equity. While return on equity, the total ranking has deteriorated compared to the fourth quarter 2020 from 1240 to 1849.

What is ROE?



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Return On Equity (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 Equity Change -7.35 % -10.03 % -10.96 % -10.5 % -
Y / Y Net Income Change -92.12 % - -6.73 % -19.5 % -37.53 %
Net Income (TTM) in Millions 54 73 96 98 105
Return On Equity (TTM) 7.29 % 9.66 % 12.39 % 12.32 % 12.8 %
WDR's Total Ranking # 1849 # 1240 # 888 # 871 # 872
Equity (TTM) in Millions 709 728 748 767 766
Seq. Equity Change -2.53 % -2.64 % -2.5 % 0.14 % -5.35 %
Seq. Net Income Change - - 12.3 % 35.97 % 26.74 %

Back to WDR Management Effectiveness >> WDR's 5 Years Annual ROE >> Compare WDR ROE to its Competitors
Return On Equity Company Ranking
Within: No.
Industry # 63
Sector # 594
Overall # 1849

Return On Equity Statistics
High Average Low
43.55 %
24.53 %
7.29 %
(Jun 30 2014)   (Mar 31 2021)





WDR Annual Return On Equity (Dec 31 2020)
2020		 (Dec 31 2019)
2019		 (Dec 31 2018)
2018		 (Dec 31 2017)
2017		 (Dec 31 2016)
2016
Total Equity in Millions 728 809 883 873 844
Y / Y Equity Change -10.03 % -8.44 % 1.21 % 3.42 % -0.29 %
Net Income in Millions 73 117 183 144 148
Y / Y Net Income Change -37.88 % -36.02 % 26.77 % -2.77 % -39.59 %
Return On Equity 9.98 % 14.46 % 20.69 % 16.52 % 17.57 %

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




Annual Roe Comment
In 2020 ROE decreased compared to the previous year to 9.98 %, due to deterioration of net income.


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




Companies with similar Return On Equity at Mar 31 2021, within Financial Sector ROE
Equifax Inc  19.87 %
White Mountains Insurance Group ltd  19.61 %
Independent Bank Corporation  19.50 %
First Western Financial Inc   19.29 %
Servisfirst Bancshares Inc   19.16 %
Invesco Db Agriculture Fund  19.01 %
Mvb Financial Corp  18.93 %
Kimco Realty Corporation  18.69 %
Simmons First National Corp  18.67 %
Live Oak Bancshares Inc   18.61 %
Equity Lifestyle Properties Inc   18.38 %
Hv Bancorp Inc   18.30 %
Western Alliance Bancorporation  18.29 %
Affiliated Managers Group inc   18.25 %
First American Financial Corporation  18.15 %
Bank7 Corp   18.14 %
Athene Holding Ltd  18.05 %
Allstate Corp  18.03 %
Tiptree Inc   17.84 %
Brandywine Realty Trust  17.56 %
The Cigna Group  17.48 %
Landmark Bancorp Inc   17.40 %
American Express Credit Corporation  17.35 %
Southern Missouri Bancorp Inc   17.33 %
Aflac Incorporated  17.26 %
Blackrock Inc   17.26 %
Union Bankshares Inc   17.13 %
Chimera Investment Corporation  17.10 %
Sai Tech Global Corporation  17.01 %
Alerus Financial Corp  16.95 %

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



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