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.
Industry, Sector and Symbol
Stock Exchange NYSE
Industry Investment advice
Sub-IndustryAsset Management & Custody Banks
SectorFinance
SymbolNYSE:WHG
CUSIP96176510
Phone214-756-6900
Debt
Debt-to-Equity RatioN/A
Current Ratio6.65
Quick Ratio6.65
Price-To-Earnings
Trailing P/E Ratio20.27
Forward P/E RatioN/A
P/E GrowthN/A
Sales & Book Value
Annual Sales$133.79 million
Price / Sales3.95
Cash Flow$2.7899 per share
Price / Cash20.99
Book Value$17.60 per share
Price / Book3.33
Profitability
EPS (Most Recent Fiscal Year)N/A
Net Income$19.98 million
Net Margins17.20%
Return on Equity16.00%
Return on Assets13.54%
Miscellaneous
Employees181
Outstanding Shares9,030,000
Market Cap$541.52 million
Westwood Holdings Group (NYSE:WHG) Frequently Asked Questions
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, July 26th. Shareholders of record on Friday, September 7th will be paid a dividend of $0.68 per share on Monday, October 1st. This represents a $2.72 annualized dividend and a dividend yield of 4.64%. The ex-dividend date is Thursday, September 6th. 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, July, 25th. The asset manager reported $1.00 earnings per share (EPS) for the quarter. The asset manager had revenue of $32.76 million for the quarter. Westwood Holdings Group had a return on equity of 16.00% and a net margin of 17.20%. View Westwood Holdings Group's Earnings History.
When is Westwood Holdings Group's next earnings date?
Who are some of Westwood Holdings Group's key competitors?
Some companies that are related to Westwood Holdings Group include Ares Management LP Unit (ARES), Cohen & Steers (CNS), PJT Partners (PJT), Och-Ziff Capital Management Group (OZM), Virtus Investment Partners (VRTS), Victory Capital (VCTR), Diamond Hill Investment Group (DHIL), Pzena Investment Management (PZN), Triangle Capital (BBDC), Triangle Capital (TCAP), Fidus Investment (FDUS), Monroe Capital (MRCC), Value Line (VALU), Silvercrest Asset Management Group (SAMG) and Saratoga Investment (SAR).
Who are Westwood Holdings Group's key executives?
Westwood Holdings Group's management team includes the folowing people:
- Mr. Brian O'Connor Casey, CFP, President, Chief Executive Officer and Director (Age 55)
- Ms. Susan Montgomery Byrne, Founder & Vice Chairman (Age 71)
- Ms. Tiffany B. Kice, CPA, Senior Vice President, CFO & Treasurer (Age 50)
- Mr. Mark Richard Freeman, CFA, Executive Vice President, Chief Investment Officer, Senior Portfolio Manager (Age 50)
- Ms. Julie Kramer Gerron, CFA, Senior Vice President, General Counsel (Age 50)
Has Westwood Holdings Group been receiving favorable news coverage?
News coverage about WHG stock has been trending somewhat positive this week, according to Accern Sentiment Analysis. The research firm scores the sentiment of press coverage by monitoring more than twenty million news and blog sources. Accern ranks coverage of public companies on a scale of negative one to one, with scores nearest to one being the most favorable. Westwood Holdings Group earned a coverage optimism score of 0.05 on Accern's scale. They also assigned press coverage about the asset manager an impact score of 47.43 out of 100, meaning that recent press coverage is somewhat unlikely to have an impact on the company's share price in the immediate future. View Recent Headlines for Westwood Holdings Group.
Who are Westwood Holdings Group's major shareholders?
Westwood Holdings Group's stock is owned by a number of of retail and institutional investors. Top institutional shareholders include Conestoga Capital Advisors LLC (8.21%), BlackRock Inc. (7.57%), Wells Fargo & Company MN (7.55%), Royce & Associates LP (4.75%), Renaissance Technologies LLC (4.55%) and Dimensional Fund Advisors LP (3.92%). Company insiders that own Westwood Holdings Group stock include Julie Kramer Gerron, Mark Freeman, Randall L Root, Richard M Frank and Susan M Byrne. View Institutional Ownership Trends for Westwood Holdings Group.
Which major investors are selling Westwood Holdings Group stock?
WHG stock was sold by a variety of institutional investors in the last quarter, including Royce & Associates LP and Bank of America Corp DE. Company insiders that have sold Westwood Holdings Group company stock in the last year include Julie Kramer Gerron, Mark Freeman and Susan M Byrne. View Insider Buying and Selling for Westwood Holdings Group.
Which major investors are buying Westwood Holdings Group stock?
WHG stock was bought by a variety of institutional investors in the last quarter, including BlackRock Inc., Renaissance Technologies LLC, North Star Investment Management Corp., Conestoga Capital Advisors LLC, Dimensional Fund Advisors LP, Alps Advisors Inc., WBI Investments Inc. and Millennium Management LLC. View Insider Buying and Selling for Westwood Holdings Group.
How do I buy shares of Westwood Holdings Group?
Shares of WHG can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market 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 WHG stock can currently be purchased for approximately $58.56.
How big of a company is Westwood Holdings Group?
Westwood Holdings Group has a market capitalization of $541.52 million and generates $133.79 million in revenue each year. Westwood Holdings Group employs 181 workers across the globe.
How can I contact Westwood Holdings Group?
Westwood Holdings Group's mailing address is 200 CRESCENT COURT SUITE 1200, DALLAS TX, 75201. The asset manager can be reached via phone at 214-756-6900 or via email at [email protected]
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 WHG will outperform the S&P 500 over the long term. Vote "Underperform" if you believe WHG will underperform the S&P 500 over the long term. You may vote once every thirty days.
