Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc.
Your view on WHG
Overview
What the company does, where it operates, and who runs it.
About Westwood Holdings Group, Inc.
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Brian O'Connor Casey CFP
- Headquarters
- 200 Crescent Court, Dallas, TX, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Brian O'Connor Casey CFP
- Headquarters
- 200 Crescent Court, Dallas, TX, US
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust.
The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment.
The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Westwood Holdings Group, Inc., and the rating behind it. WHG last traded at $18.79, 20.2× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Westwood Holdings Group, Inc.. Starting points for Westwood Holdings Group, Inc.: P/E 20.2, EPS $0.91, beta 0.58 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Westwood Holdings Group, Inc.. Westwood Holdings Group, Inc. paid $0.60 per share over the last year — a 3.2% yield at the current $18.79 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Westwood Holdings Group, Inc.. Trailing twelve-month EPS for Westwood Holdings Group, Inc. stands at $0.91. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Westwood Holdings Group, Inc.. Westwood Holdings Group, Inc. has reported as a listed company since 2002. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Westwood Holdings Group, Inc. valued side by side against its closest peers. Westwood Holdings Group, Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Westwood Holdings Group, Inc., and how their positions are changing. At a $178.2M market value, institutional positions materially move Westwood Holdings Group, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Westwood Holdings Group, Inc. executives and directors. Shares of Westwood Holdings Group, Inc. have traded between $13.49 and $18.97 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Westwood Holdings Group, Inc.. Westwood Holdings Group, Inc. is a $178.2M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Westwood Holdings Group, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Westwood Holdings Group, Inc.. Coverage tracks Westwood Holdings Group, Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.