Westwood Holdings Group Company Profile (NYSE:WHG)

About Westwood Holdings Group (NYSE:WHG)

Westwood Holdings Group logoWestwood Holdings Group, Inc. (Westwood) is a holding company. The Company operates through two segments: Advisory and Trust. The Company, through its subsidiaries, manages investment assets and provides services for its clients. Its subsidiaries include Westwood Management Corp. and Westwood Advisors, LLC (together, Westwood Management), Westwood International Advisors Inc. (Westwood International) and Westwood Trust. The Company's advisory segment includes Westwood Management and Westwood International, and encompasses three distinct investment teams: the United States Value Team, the Global Convertible Securities Team, and the Global and Emerging Markets Equity Team. The Company, through Westwood Trust, provides fiduciary and investment services to high net worth individuals and families, non-profit endowments and foundations, public and private retirement plans and individual retirement accounts (IRAs).

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Investment Management & Fund Operators
  • Sub-Industry: Asset Management & Custody Banks
  • Symbol: NYSE:WHG
  • CUSIP: 96176510
  • Web: www.westwoodgroup.com
Capitalization:
  • Market Cap: $630.02 million
  • Outstanding Shares: 8,188,000
Average Prices:
  • 50 Day Moving Avg: $64.43
  • 200 Day Moving Avg: $58.67
  • 52 Week Range: $49.96 - $71.00
P/E:
  • Trailing P/E Ratio: 22.16
  • P/E Growth: 0.00
Sales & Book Value:
  • Annual Revenue: $129.52 million
  • Price / Sales: 4.48
  • Book Value: $18.48 per share
  • Price / Book: 3.83
Dividend:
  • Annual Dividend: $2.48
  • Dividend Yield: 3.5%
Profitability:
  • EBITDA: $41.37 million
  • Net Margins: 20.44%
  • Return on Equity: 19.90%
  • Return on Assets: 16.78%
Debt:
  • Current Ratio: 5.36%
  • Quick Ratio: 5.36%
Misc:
  • Average Volume: 30,108 shs.
  • Beta: 1.53
  • Short Ratio: 5.78
 

Frequently Asked Questions for Westwood Holdings Group (NYSE:WHG)

What is Westwood Holdings Group's stock symbol?

Westwood Holdings Group trades on the New York Stock Exchange (NYSE) under the ticker symbol "WHG."

How often does Westwood Holdings Group pay dividends? What is the dividend yield for Westwood Holdings Group?

Westwood Holdings Group declared a quarterly dividend on Friday, July 28th. Stockholders of record on Friday, September 8th will be paid a dividend of $0.62 per share on Monday, October 2nd. This represents a $2.48 dividend on an annualized basis and a dividend yield of 3.50%. The ex-dividend date of this dividend is Thursday, September 7th. View Westwood Holdings Group's Dividend History.

How were Westwood Holdings Group's earnings last quarter?

Westwood Holdings Group Inc (NYSE:WHG) released its earnings results on Wednesday, October, 26th. The company reported $1.30 earnings per share (EPS) for the quarter. The company earned $31.80 million during the quarter, compared to analysts' expectations of $122.27 million. Westwood Holdings Group had a return on equity of 19.90% and a net margin of 20.44%. View Westwood Holdings Group's Earnings History.

When will Westwood Holdings Group make its next earnings announcement?

Westwood Holdings Group is scheduled to release their next quarterly earnings announcement on Wednesday, October, 25th 2017. View Earnings Estimates for Westwood Holdings Group.

Who are some of Westwood Holdings Group's key competitors?

Who are Westwood Holdings Group's key executives?

Westwood Holdings Group's management team includes the folowing people:

  • Susan M. Byrne, Chairman of the Board, Director
  • Brian O. Casey, President, Chief Financial Officer, Director
  • Tiffany B. Kice, Chief Financial Officer, Senior Vice President, Treasurer
  • Randall L. Root, President - Westwood Trust
  • Mark R. Freeman, Executive Vice President, Chief Investment Officer
  • Julie K. Gerron, Senior Vice President, General Counsel, Corporate Secretary
  • Raymond E. Wooldridge, Lead Independent Director
  • Richard M. Frank, Independent Director
  • Ellen H. Masterson, Independent Director
  • Robert Doyal McTeer, Independent Director

How do I buy Westwood Holdings Group stock?

Shares of Westwood Holdings Group can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

What is Westwood Holdings Group's stock price today?

One share of Westwood Holdings Group stock can currently be purchased for approximately $70.84.


MarketBeat Community Rating for Westwood Holdings Group (NYSE WHG)
Community Ranking:  2.9 out of 5 (star star)
Outperform Votes:  42 (Vote Outperform)
Underperform Votes:  31 (Vote Underperform)
Total Votes:  73
MarketBeat's community ratings are surveys of what our community members think about Westwood Holdings Group and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.

Analyst Ratings

Consensus Ratings for Westwood Holdings Group (NYSE:WHG) (How are Consensus Ratings Calculated?)
Ratings Breakdown: No ratings tracked in the last 12 months.
Consensus Rating:N/A (Score: NaN)
Consensus Price Target: N/A
Consensus Price Target History for Westwood Holdings Group (NYSE:WHG)
Price Target History for Westwood Holdings Group (NYSE:WHG)
Analysts' Ratings History for Westwood Holdings Group (NYSE:WHG)
Show:
No equities research coverage for this company has been tracked by MarketBeat.com

Earnings

Earnings History for Westwood Holdings Group (NYSE:WHG)
Earnings by Quarter for Westwood Holdings Group (NYSE:WHG)
Earnings History by Quarter for Westwood Holdings Group (NYSE WHG)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
10/25/2017N/AView Earnings Details
4/26/2017Q1 2017$0.81$32.62 millionViewN/AView Earnings Details
2/8/2017Q416$0.92$31.09 millionViewListenView Earnings Details
10/26/2016Q316$1.30$122.27 million$31.80 millionViewListenView Earnings Details
7/27/2016Q216$1.28$122.27 million$31.00 millionViewListenView Earnings Details
4/27/2016Q116$0.44$122.27 million$29.10 millionViewListenView Earnings Details
2/3/2016Q415$1.28$117.07 million$31.60 millionViewN/AView Earnings Details
10/28/2015Q315$1.55$117.07 million$32.45 millionViewListenView Earnings Details
7/29/2015Q2$1.80$30.90 million$37.30 millionViewListenView Earnings Details
4/29/2015Q115$1.20$25.90 million$29.60 millionViewN/AView Earnings Details
2/4/2015Q414$1.24$113.50 million$28.30 millionViewN/AView Earnings Details
10/23/2014Q213$0.78$1.41$600.70 million$28.10 millionViewListenView Earnings Details
2/6/2014Q4$0.78ViewN/AView Earnings Details
2/7/2013Q4 2012$0.49$17.00 million$20.60 millionViewN/AView Earnings Details
(Data available from 1/1/2011 forward)

Estimates

Earnings Estimates for Westwood Holdings Group (NYSE:WHG)

No earnings estimates for this company have been tracked by MarketBeat.com

Dividends

Current Dividend Information for Westwood Holdings Group (NYSE:WHG)
Most Recent Dividend:10/2/2017
Annual Dividend:$2.48
Dividend Yield:3.50%
Dividend Growth:23.90% (3 Year Average)
Payout Ratio:77.50% (Trailing 12 Months of Earnings)
Track Record:6 Years of Consecutive Dividend Growth
Dividend Payments by Quarter for Westwood Holdings Group (NYSE:WHG)

Dividend History by Quarter for Westwood Holdings Group (NYSE WHG)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
7/28/2017Quarterly$0.624.21%9/7/20179/8/201710/2/2017
4/27/2017quarterly$0.624.4%6/7/20176/9/20177/3/2017
2/9/2017Quarterly$0.623/8/20173/10/20173/10/2017
2/9/2017quarterly$0.624.18%3/8/20173/10/20174/3/2017
10/27/2016quarterly$0.624.91%12/7/201612/9/20161/3/2017
7/29/2016quarterly$0.574.25%9/7/20169/9/201610/3/2016
4/29/2016quarterly$0.573.96%6/8/20166/10/20167/1/2016
2/4/2016quarterly$0.575.12%3/9/20163/11/20164/1/2016
10/29/2015quarterly$0.573.85%12/11/201512/15/20151/4/2016
7/30/2015quarterly$0.503.39%9/9/20159/11/201510/1/2015
4/30/2015quarterly$0.503.41%6/10/20156/12/20157/1/2015
2/5/2015quarterly$0.503.19%3/11/20153/13/20154/1/2015
10/23/2014quarterly$0.503.28%12/11/201412/15/20141/2/2015
8/21/2014quarterly$0.442.97%9/11/20149/15/201410/1/2014
4/17/2014quarterly$0.442.93%6/11/20146/13/20147/1/2014
2/7/2014quarterly$0.443.2%3/12/20143/14/20144/1/2014
10/17/2013quarterly$0.443.34%12/11/201312/13/20131/2/2014
7/19/2013quarterly$0.403.34%9/11/20139/13/201310/1/2013
4/18/2013quarterly$0.403.87%6/12/20136/14/20137/1/2013
2/8/2013quarterly$0.403.77%3/13/20133/15/20134/1/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Westwood Holdings Group (NYSE:WHG)
Insider Ownership Percentage: 9.60%
Institutional Ownership Percentage: 65.09%
Insider Trades by Quarter for Westwood Holdings Group (NYSE:WHG)
Institutional Ownership by Quarter for Westwood Holdings Group (NYSE:WHG)
Insider Trades by Quarter for Westwood Holdings Group (NYSE:WHG)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
9/27/2017Susan M ByrneVice ChairmanSell15,000$64.01$960,150.00View SEC Filing  
9/26/2017Susan M ByrneVice ChairmanSell7,265$64.01$465,032.65View SEC Filing  
9/25/2017Susan M ByrneVice ChairmanSell100$64.00$6,400.00View SEC Filing  
9/20/2017Susan M ByrneVice ChairmanSell10,000$62.06$620,600.00View SEC Filing  
9/19/2017Susan M ByrneVice ChairmanSell2,301$62.01$142,685.01View SEC Filing  
9/18/2017Susan M ByrneVice ChairmanSell6,141$62.09$381,294.69View SEC Filing  
8/8/2017Susan M ByrneVice ChairmanSell6,500$60.00$390,000.00View SEC Filing  
8/2/2017Richard M FrankChairmanSell20$58.54$1,170.80View SEC Filing  
8/1/2017Susan M ByrneVice ChairmanSell7,387$60.06$443,663.22View SEC Filing  
7/18/2017Susan M ByrneVice ChairmanSell2,613$60.01$156,806.13View SEC Filing  
7/14/2017Susan M ByrneVice ChairmanSell14,900$58.03$864,647.00View SEC Filing  
6/23/2017Susan M ByrneVice ChairmanSell14,333$57.19$819,704.27View SEC Filing  
6/8/2017Susan M ByrneVice ChairmanSell255$55.29$14,098.95View SEC Filing  
6/2/2017Susan M ByrneVice ChairmanSell2,500$55.59$138,975.00View SEC Filing  
6/1/2017Susan M ByrneVice ChairmanSell7,500$54.85$411,375.00View SEC Filing  
11/18/2016Randall L RootInsiderSell2,000$60.01$120,020.00View SEC Filing  
5/6/2016Martin J WeilandDirectorSell1,531$57.68$88,308.08View SEC Filing  
3/14/2016Raymond E WooldridgeDirectorSell8,600$59.32$510,152.00View SEC Filing  
2/25/2015Randall L RootInsiderSell7,000$61.50$430,500.00View SEC Filing  
2/20/2015Susan M ByrneChairmanSell5,800$62.01$359,658.00View SEC Filing  
6/16/2014Randall L RootInsiderSell3,500$55.99$195,965.00View SEC Filing  
6/9/2014Julie Kramer GerronGeneral CounselSell2,000$59.09$118,180.00View SEC Filing  
6/9/2014Susan M ByrneChairmanSell13,000$58.81$764,530.00View SEC Filing  
4/23/2014Susan M ByrneChairmanSell2,000$62.77$125,540.00View SEC Filing  
3/6/2014Julie Kramer GerronGeneral CounselSell1,500$58.30$87,450.00View SEC Filing  
2/21/2014Susan M ByrneChairmanSell5,000$59.06$295,300.00View SEC Filing  
2/11/2014Susan M ByrneChairmanSell5,000$55.61$278,050.00View SEC Filing  
12/13/2013Mark FreemanCIOSell2,500$55.87$139,675.00View SEC Filing  
11/7/2013Susan M ByrneChairmanSell5,000$55.00$275,000.00View SEC Filing  
10/29/2013Mark FreemanCIOSell5,000$53.58$267,900.00View SEC Filing  
10/28/2013Raymond E WooldridgeDirectorSell12,500$53.40$667,500.00View SEC Filing  
10/24/2013Richard M FrankDirectorSell7,500$53.78$403,350.00View SEC Filing  
10/11/2013Susan M ByrneChairmanSell16,064$49.69$798,220.16View SEC Filing  
9/24/2013Susan M ByrneChairmanSell1,100$49.86$54,846.00View SEC Filing  
9/23/2013Susan M ByrneChairmanSell6,810$49.78$339,001.80View SEC Filing  
9/18/2013Susan M ByrneChairmanSell20,395$49.41$1,007,716.95View SEC Filing  
9/13/2013Susan M ByrneChairmanSell2,722$49.23$134,004.06View SEC Filing  
9/10/2013Susan M ByrneChairmanSell14,200$49.21$698,782.00View SEC Filing  
9/5/2013Susan M ByrneChairmanSell4,165$49.00$204,085.00View SEC Filing  
8/8/2013Susan M ByrneChairmanSell2,998$50.01$149,929.98View SEC Filing  
8/6/2013Susan M ByrneChairmanSell1,641$50.04$82,115.64View SEC Filing  
8/5/2013Richard M FrankDirectorSell1,500$49.78$74,670.00View SEC Filing  
7/31/2013Susan M ByrneChairmanSell4,405$50.60$222,893.00View SEC Filing  
7/26/2013Brian O CaseyCEOSell11,523$50.23$578,800.29View SEC Filing  
7/19/2013Brian O CaseyCEOSell12,500$47.51$593,875.00View SEC Filing  
7/9/2013Brian O CaseyCEOSell3,497$45.05$157,539.85View SEC Filing  
6/19/2013Brian O CaseyCEOSell5,132$45.10$231,453.20View SEC Filing  
6/11/2013Brian O CaseyCEOSell3,371$45.00$151,695.00View SEC Filing  
5/17/2013Geoffrey NormanDirectorSell1,500$44.52$66,780.00View SEC Filing  
5/15/2013Susan M ByrneChairmanSell6,238$44.00$274,472.00View SEC Filing  
(Data available from 1/1/2013 forward)

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Westwood Holdings Group (WHG) Chart for Monday, October, 23, 2017

This page was last updated on 10/23/2017 by MarketBeat.com Staff

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