About Westwood Holdings Group (NYSE:WHG)
Westwood 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
- Market Cap: $630.02 million
- Outstanding Shares: 8,188,000
- 50 Day Moving Avg: $64.43
- 200 Day Moving Avg: $58.67
- 52 Week Range: $49.96 - $71.00
Sales & Book Value:
- Trailing P/E Ratio: 22.16
- P/E Growth: 0.00
- Annual Revenue: $129.52 million
- Price / Sales: 4.48
- Book Value: $18.48 per share
- Price / Book: 3.83
- Annual Dividend: $2.48
- Dividend Yield: 3.5%
- EBITDA: $41.37 million
- Net Margins: 20.44%
- Return on Equity: 19.90%
- Return on Assets: 16.78%
- Current Ratio: 5.36%
- Quick Ratio: 5.36%
- 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?
Who are some of Westwood Holdings Group's key competitors?
Some companies that are related to Westwood Holdings Group include Sanne Group PLC (SNN), IP Group Plc (IPO), Goldman Sachs BDC (GSBD), Allied Minds PLC (ALM), Arlington Asset Investment Corp (AI), Gamco Investors (GBL), River and Mercantile Group PLC (RIV), Safeguard Scientifics (SFE), Mattioli Woods plc (MTW), IFG Group PLC (IFP), Ashford (AINC), Sigma Capital Group Plc (SGM), Tavistock Investments PLC (TAVI), Garrison Capital (GARS), Janus Capital Group (JNS), Janus Henderson Group PLC (HGG) and Sole Realisation Company PLC (SVI).
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?
MarketBeat Community Rating for Westwood Holdings Group (NYSE WHG)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.
One share of Westwood Holdings Group stock can currently be purchased for approximately $70.84.
Consensus Ratings for Westwood Holdings Group (NYSE:WHG) (How are Consensus Ratings Calculated?)
MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
|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)
Analysts' Ratings History for Westwood Holdings Group (NYSE:WHG)
No equities research coverage for this company has been tracked by MarketBeat.com
Earnings History for Westwood Holdings Group (NYSE:WHG)Earnings History by Quarter for Westwood Holdings Group (NYSE WHG)
(Data available from 1/1/2011 forward)
|Date||Quarter||Consensus Estimate||Actual EPS||Revenue Estimate||Actual Revenue||Release Link||Conference Call||Details|
|4/26/2017||Q1 2017||$0.81||$32.62 million||View||N/A|
|10/26/2016||Q316||$1.30||$122.27 million||$31.80 million||View||Listen|
|7/27/2016||Q216||$1.28||$122.27 million||$31.00 million||View||Listen|
|4/27/2016||Q116||$0.44||$122.27 million||$29.10 million||View||Listen|
|2/3/2016||Q415||$1.28||$117.07 million||$31.60 million||View||N/A|
|10/28/2015||Q315||$1.55||$117.07 million||$32.45 million||View||Listen|
|7/29/2015||Q2||$1.80||$30.90 million||$37.30 million||View||Listen|
|4/29/2015||Q115||$1.20||$25.90 million||$29.60 million||View||N/A|
|2/4/2015||Q414||$1.24||$113.50 million||$28.30 million||View||N/A|
|10/23/2014||Q213||$0.78||$1.41||$600.70 million||$28.10 million||View||Listen|
|2/7/2013||Q4 2012||$0.49||$17.00 million||$20.60 million||View||N/A|
Earnings Estimates for Westwood Holdings Group (NYSE:WHG)
No earnings estimates for this company have been tracked by MarketBeat.com
Current Dividend Information for Westwood Holdings Group (NYSE:WHG)
|Most Recent Dividend:||10/2/2017|
|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 History by Quarter for Westwood Holdings Group (NYSE WHG)
(Data available from 1/1/2013 forward)
|Announced||Period||Amount||Yield||Ex-Dividend Date||Record Date||Payable Date|
Insider Trading and Institutional Ownership History for Westwood Holdings Group (NYSE:WHG)
Insider Ownership Percentage: 9.60%Insider Trades by Quarter for Westwood Holdings Group (NYSE:WHG)
Institutional Ownership Percentage: 65.09%
(Data available from 1/1/2013 forward)
|Transaction Date||Insider Name||Title||Buy/Sell||Number of Shares||Average Share Price||Total Transaction||Details|
|9/27/2017||Susan M Byrne||Vice Chairman||Sell||15,000||$64.01||$960,150.00|| |
|9/26/2017||Susan M Byrne||Vice Chairman||Sell||7,265||$64.01||$465,032.65|| |
|9/25/2017||Susan M Byrne||Vice Chairman||Sell||100||$64.00||$6,400.00|| |
|9/20/2017||Susan M Byrne||Vice Chairman||Sell||10,000||$62.06||$620,600.00|| |
|9/19/2017||Susan M Byrne||Vice Chairman||Sell||2,301||$62.01||$142,685.01|| |
|9/18/2017||Susan M Byrne||Vice Chairman||Sell||6,141||$62.09||$381,294.69|| |
|8/8/2017||Susan M Byrne||Vice Chairman||Sell||6,500||$60.00||$390,000.00|| |
|8/2/2017||Richard M Frank||Chairman||Sell||20||$58.54||$1,170.80|| |
|8/1/2017||Susan M Byrne||Vice Chairman||Sell||7,387||$60.06||$443,663.22|| |
|7/18/2017||Susan M Byrne||Vice Chairman||Sell||2,613||$60.01||$156,806.13|| |
|7/14/2017||Susan M Byrne||Vice Chairman||Sell||14,900||$58.03||$864,647.00|| |
|6/23/2017||Susan M Byrne||Vice Chairman||Sell||14,333||$57.19||$819,704.27|| |
|6/8/2017||Susan M Byrne||Vice Chairman||Sell||255||$55.29||$14,098.95|| |
|6/2/2017||Susan M Byrne||Vice Chairman||Sell||2,500||$55.59||$138,975.00|| |
|6/1/2017||Susan M Byrne||Vice Chairman||Sell||7,500||$54.85||$411,375.00|| |
|11/18/2016||Randall L Root||Insider||Sell||2,000||$60.01||$120,020.00|| |
|5/6/2016||Martin J Weiland||Director||Sell||1,531||$57.68||$88,308.08|| |
|3/14/2016||Raymond E Wooldridge||Director||Sell||8,600||$59.32||$510,152.00|| |
|2/25/2015||Randall L Root||Insider||Sell||7,000||$61.50||$430,500.00|| |
|2/20/2015||Susan M Byrne||Chairman||Sell||5,800||$62.01||$359,658.00|| |
|6/16/2014||Randall L Root||Insider||Sell||3,500||$55.99||$195,965.00|| |
|6/9/2014||Julie Kramer Gerron||General Counsel||Sell||2,000||$59.09||$118,180.00|| |
|6/9/2014||Susan M Byrne||Chairman||Sell||13,000||$58.81||$764,530.00|| |
|4/23/2014||Susan M Byrne||Chairman||Sell||2,000||$62.77||$125,540.00|| |
|3/6/2014||Julie Kramer Gerron||General Counsel||Sell||1,500||$58.30||$87,450.00|| |
|2/21/2014||Susan M Byrne||Chairman||Sell||5,000||$59.06||$295,300.00|| |
|2/11/2014||Susan M Byrne||Chairman||Sell||5,000||$55.61||$278,050.00|| |
|12/13/2013||Mark Freeman||CIO||Sell||2,500||$55.87||$139,675.00|| |
|11/7/2013||Susan M Byrne||Chairman||Sell||5,000||$55.00||$275,000.00|| |
|10/29/2013||Mark Freeman||CIO||Sell||5,000||$53.58||$267,900.00|| |
|10/28/2013||Raymond E Wooldridge||Director||Sell||12,500||$53.40||$667,500.00|| |
|10/24/2013||Richard M Frank||Director||Sell||7,500||$53.78||$403,350.00|| |
|10/11/2013||Susan M Byrne||Chairman||Sell||16,064||$49.69||$798,220.16|| |
|9/24/2013||Susan M Byrne||Chairman||Sell||1,100||$49.86||$54,846.00|| |
|9/23/2013||Susan M Byrne||Chairman||Sell||6,810||$49.78||$339,001.80|| |
|9/18/2013||Susan M Byrne||Chairman||Sell||20,395||$49.41||$1,007,716.95|| |
|9/13/2013||Susan M Byrne||Chairman||Sell||2,722||$49.23||$134,004.06|| |
|9/10/2013||Susan M Byrne||Chairman||Sell||14,200||$49.21||$698,782.00|| |
|9/5/2013||Susan M Byrne||Chairman||Sell||4,165||$49.00||$204,085.00|| |
|8/8/2013||Susan M Byrne||Chairman||Sell||2,998||$50.01||$149,929.98|| |
|8/6/2013||Susan M Byrne||Chairman||Sell||1,641||$50.04||$82,115.64|| |
|8/5/2013||Richard M Frank||Director||Sell||1,500||$49.78||$74,670.00|| |
|7/31/2013||Susan M Byrne||Chairman||Sell||4,405||$50.60||$222,893.00|| |
|7/26/2013||Brian O Casey||CEO||Sell||11,523||$50.23||$578,800.29|| |
|7/19/2013||Brian O Casey||CEO||Sell||12,500||$47.51||$593,875.00|| |
|7/9/2013||Brian O Casey||CEO||Sell||3,497||$45.05||$157,539.85|| |
|6/19/2013||Brian O Casey||CEO||Sell||5,132||$45.10||$231,453.20|| |
|6/11/2013||Brian O Casey||CEO||Sell||3,371||$45.00||$151,695.00|| |
|5/17/2013||Geoffrey Norman||Director||Sell||1,500||$44.52||$66,780.00|| |
|5/15/2013||Susan M Byrne||Chairman||Sell||6,238||$44.00||$274,472.00|| |
Headline Trends for Westwood Holdings Group (NYSE:WHG)
Latest Headlines for Westwood Holdings Group (NYSE:WHG)
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Westwood Holdings Group (WHG) Chart for Monday, October, 23, 2017