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:
  • Industry: Asset Management
  • Sub-Industry: Asset Management & Custody Banks
  • Symbol: NYSE:WHG
  • CUSIP: 96176510
  • Web: www.westwoodgroup.com
Capitalization:
  • Market Cap: $453.99 million
  • Outstanding Shares: 8,177,000
Average Prices:
  • 50 Day Moving Avg: $54.70
  • 200 Day Moving Avg: $57.33
  • 52 Week Range: $49.01 - $63.99
P/E:
  • Trailing P/E Ratio: 18.17
  • Foreward P/E Ratio: 14.73
  • P/E Growth: 0.00
Sales & Book Value:
  • Annual Revenue: $126.79 million
  • Price / Sales: 3.58
  • Book Value: $17.71 per share
  • Price / Book: 3.13
Dividend:
  • Annual Dividend: $2.48
  • Dividend Yield: 4.5%
Profitability:
  • EBIDTA: $39.3 million
  • Net Margins: 18.41%
  • Return on Equity: 18.52%
  • Return on Assets: 15.21%
Debt:
  • Current Ratio: 4.15%
  • Quick Ratio: 4.15%
Misc:
  • Average Volume: 21,509 shs.
  • Beta: 1.39
  • Short Ratio: 5.24
 

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 announced a quarterly dividend on Thursday, April 27th. Shareholders of record on Friday, June 9th will be given a dividend of $0.62 per share on Monday, July 3rd. This represents a $2.48 annualized dividend and a yield of 4.47%. The ex-dividend date of this dividend is Wednesday, June 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 quarterly earnings results on Wednesday, April, 26th. The company reported $0.81 earnings per share (EPS) for the quarter. The company earned $32.62 million during the quarter. Westwood Holdings Group had a return on equity of 18.52% and a net margin of 18.41%. 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 Tuesday, July, 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 $55.52.


MarketBeat Community Rating for Westwood Holdings Group (NYSE WHG)
Community Ranking:  0.0 out of 5 (N/A)
Outperform Votes:  0 (Vote Outperform)
Underperform Votes:  1 (Vote Underperform)
Total Votes:  1
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) (?)
Ratings Breakdown: No ratings tracked in the last 12 months.
Consensus Rating:N/A (Score: NaN)
Consensus Price Target: N/A

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
7/25/2017        
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)
Current Year EPS Consensus Estimate: $3.67 EPS
Next Year EPS Consensus Estimate: $3.77 EPS

Dividends

Current Dividend Information for Westwood Holdings Group (NYSE:WHG)
Next Dividend:7/3/2017
Annual Dividend:$2.48
Dividend Yield:4.47%
Dividend Growth:23.90% (3 Year Average)
Payout Ratio:89.53% (Trailing 12 Months of Earnings)
67.57% (Based on This Year's Estimates)
65.78% (Based on Next Year's Estimates)
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
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: 10.10%
Institutional Ownership Percentage: 62.35%
Insider Trades 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
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)

Headlines

Headline Trends for Westwood Holdings Group (NYSE:WHG)
Latest Headlines for Westwood Holdings Group (NYSE:WHG)
Source:
DateHeadline
finance.yahoo.com logoWestwood Holdings Group, Inc. breached its 50 day moving average in a Bullish Manner : WHG-US : May 24, 2017
finance.yahoo.com - May 24 at 8:15 AM
finance.yahoo.com logoWestwood Holdings Group, Inc. breached its 50 day moving average in a Bearish Manner : WHG-US : May 8, 2017
finance.yahoo.com - May 8 at 8:10 PM
finance.yahoo.com logoWestwood Trust Launches Select Equity Tax Managed Strategy
finance.yahoo.com - May 5 at 3:53 AM
americanbankingnews.com logoWestwood Holdings Group (WHG) Getting Somewhat Positive Media Coverage, Report Shows
www.americanbankingnews.com - May 4 at 4:43 PM
americanbankingnews.com logoWestwood Holdings Group (WHG) Earning Somewhat Favorable Press Coverage, Report Finds
www.americanbankingnews.com - May 1 at 4:08 PM
reuters.com logoBRIEF-Westwood Holdings reports Q1 earnings per share $0.73
www.reuters.com - April 27 at 11:59 PM
americanbankingnews.com logoWestwood Holdings Group, Inc. to Issue Quarterly Dividend of $0.62 (WHG)
www.americanbankingnews.com - April 27 at 9:10 PM
americanbankingnews.com logoWestwood Holdings Group, Inc. (WHG) Posts Quarterly Earnings Results
www.americanbankingnews.com - April 27 at 2:48 PM
finance.yahoo.com logoEdited Transcript of WHG earnings conference call or presentation 26-Apr-17 8:30pm GMT
finance.yahoo.com - April 27 at 11:42 AM
americanbankingnews.com logoWestwood Holdings Group (WHG) Receives News Sentiment Score of 0.44
www.americanbankingnews.com - April 27 at 10:56 AM
streetinsider.com logoWestwood Holdings Group, Inc. (WHG) Reports Q1 EPS of $1.28
www.streetinsider.com - April 26 at 10:15 PM
seekingalpha.com logoWestwood Holdings' (WHG) CEO Brian Casey on Q1 2017 Results - Earnings Call Transcript
seekingalpha.com - April 26 at 10:15 PM
marketbeat.com logoWestwood Holdings posts 1Q profit
marketbeat.com - April 26 at 6:50 PM
seekingalpha.com logoWestwood Holdings Group, Inc. 2017 Q1 - Results - Earnings Call Slides
seekingalpha.com - April 26 at 5:14 PM
finance.yahoo.com logoWestwood Holdings Group, Inc. Reports First Quarter 2017 Results
finance.yahoo.com - April 26 at 5:14 PM
finance.yahoo.com logoWestwood Holdings Group, Inc. breached its 50 day moving average in a Bullish Manner : WHG-US : April 25, 2017
finance.yahoo.com - April 25 at 8:39 AM
finance.yahoo.com logoWestwood Holdings Group, Inc. to Host First Quarter 2017 Conference Call/Webcast
finance.yahoo.com - April 21 at 9:03 PM
americanbankingnews.com logoWestwood Holdings Group (WHG) Earning Favorable Press Coverage, Study Shows
www.americanbankingnews.com - April 21 at 2:55 PM
americanbankingnews.com logoVery Positive Media Coverage Somewhat Likely to Affect Westwood Holdings Group (WHG) Share Price
www.americanbankingnews.com - April 18 at 10:27 AM
americanbankingnews.com logoWestwood Holdings Group (WHG) Getting Favorable Media Coverage, Report Finds
www.americanbankingnews.com - April 14 at 12:30 PM
finance.yahoo.com logoWestwood Holdings Group, Inc. : WHG-US: Dividend Analysis : March 10th, 2017 (record date) : By the numbers : April 4, 2017
finance.yahoo.com - April 7 at 1:30 PM
reuters.com logoBRIEF-Westwood Holdings Group says CEO Brian Casey's 2016 compensation was $6 mln
www.reuters.com - March 21 at 9:33 AM
biz.yahoo.com logoWESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Change in Directors or Principal Officers
biz.yahoo.com - March 11 at 11:16 AM
biz.yahoo.com logoQ4 2016 Westwood Holdings Group Inc Earnings Release - After Market Close
us.rd.yahoo.com - February 10 at 6:37 AM
us.rd.yahoo.com logoWestwood Holdings Group, Inc. Reports Fourth Quarter and Fiscal Year 2016 Results
us.rd.yahoo.com - February 10 at 6:37 AM
biz.yahoo.com logoWESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Results of Operations and Financial Condition, Regulation FD Disclosu
us.rd.yahoo.com - February 10 at 6:37 AM
streetinsider.com logoWestwood Holdings Group, Inc. (WHG) Reports Q4 EPS of $0.92
www.streetinsider.com - February 9 at 6:40 AM
reuters.com logoBRIEF-Westwood Holdings reports Q4 earnings per share $0.92
www.reuters.com - February 9 at 6:40 AM
seekingalpha.com logoWestwood Holdings' (WHG) CEO Brian Casey on Q4 2016 Results - Earnings Call Transcript
seekingalpha.com - February 9 at 6:40 AM
finance.yahoo.com logoEdited Transcript of WHG earnings conference call or presentation 8-Feb-17 9:30pm GMT
finance.yahoo.com - February 9 at 6:40 AM
finance.yahoo.com logoWestwood Holdings Group, Inc. to Host Fourth Quarter 2016 Conference Call/Webcast
finance.yahoo.com - January 16 at 9:02 PM
uk.finance.yahoo.com logoVivienne Westwood closes London men's fashion week in eccentric style
uk.finance.yahoo.com - January 9 at 4:04 PM
finance.yahoo.com logoWestwood Funds Launches Low Volatility Equity Fund
finance.yahoo.com - January 6 at 6:37 AM
finance.yahoo.com logoWestwood Holdings Group, Inc. Named a Best Place to Work in Money Management by Pensions & Investments
finance.yahoo.com - December 12 at 11:27 PM
biz.yahoo.com logoWESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Change in Directors or Principal Officers, Financial Statements and E
biz.yahoo.com - November 14 at 12:38 PM
finance.yahoo.com logoWESTWOOD HOLDINGS GROUP INC Financials
finance.yahoo.com - November 1 at 8:32 PM
reuters.com logoBRIEF-Westwood Holdings Group Q3 earnings per share $0.72
www.reuters.com - October 27 at 8:19 PM
globenewswire.com logoWestwood Holdings Group, Inc. Reports Third Quarter 2016 Results
globenewswire.com - October 27 at 8:19 PM
cnbc.com logoWestwood Holdings posts 3Q profit
www.cnbc.com - October 27 at 8:19 PM
seekingalpha.com logoWestwood Holdings Group, Inc. 2016 Q3 - Results - Earnings Call Slides
seekingalpha.com - October 27 at 8:19 PM
finance.yahoo.com logoEdited Transcript of WHG earnings conference call or presentation 26-Oct-16 8:30pm GMT
finance.yahoo.com - October 27 at 9:29 AM
biz.yahoo.com logoQ3 2016 Westwood Holdings Group Inc Earnings Release - After Market Close
biz.yahoo.com - October 26 at 11:54 AM
finance.yahoo.com logoWestwood Holdings Group and Aviva Investors Announce Extension of Strategic Partnership
finance.yahoo.com - September 26 at 8:04 PM
finance.yahoo.com logo11:34 am Westwood Hldgs extends long-term strategic partnership with Aviva Investors in the global convertibles asset class; terms were not disclosed
finance.yahoo.com - September 26 at 8:04 PM
finance.yahoo.com logoFind a High-Quality, Zero-Debt Star
finance.yahoo.com - August 12 at 8:23 PM
biz.yahoo.com logoWESTWOOD HOLDINGS GROUP INC Files SEC form 8-K, Other Events
biz.yahoo.com - August 1 at 6:06 AM
seekingalpha.com logoWestwood Holdings' (WHG) CEO Brian Casey on Q2 2016 Results - Earnings Call Transcript
seekingalpha.com - July 29 at 11:19 AM
finance.yahoo.com logoEdited Transcript of WHG earnings conference call or presentation 27-Jul-16 8:30pm GMT
finance.yahoo.com - July 27 at 10:41 PM
biz.yahoo.com logoQ2 2016 Westwood Holdings Group Inc Earnings Release - After Market Close
biz.yahoo.com - July 27 at 7:07 AM

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Chart

Westwood Holdings Group (WHG) Chart for Tuesday, May, 30, 2017

This page was last updated on 5/30/2017 by MarketBeat.com Staff