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
Industry Investment advice
Sub-IndustryAsset Management & Custody Banks
SectorFinance
Phone214-756-6900
Debt
Price-To-Earnings
Sales & Book Value
Annual Sales$84.08 million
Profitability
Miscellaneous
EmployeesN/A
Next Earnings Date4/22/2020 (Estimated)
OptionableOptionable
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 Wednesday, February 5th. Stockholders of record on Friday, March 6th will be given a dividend of $0.43 per share on Wednesday, April 1st. This represents a $1.72 annualized dividend and a dividend yield of 6.21%. The ex-dividend date is Thursday, March 5th. View Westwood Holdings Group's Dividend History.
When is Westwood Holdings Group's next earnings date?
Has Westwood Holdings Group been receiving favorable news coverage?
Media stories about WHG stock have trended extremely negative this week, according to InfoTrie Sentiment. InfoTrie scores the sentiment of press coverage by reviewing more than six thousand blog and news sources in real time. The firm ranks coverage of public companies on a scale of negative five to five, with scores nearest to five being the most favorable. Westwood Holdings Group earned a media sentiment score of -4.0 on InfoTrie's scale. They also assigned media coverage about the asset manager a news buzz of 0.0 out of 10, meaning that recent press coverage is extremely unlikely to have an effect on the company's share price in the next several days. View News Stories for Westwood Holdings Group.
Who are some of Westwood Holdings Group's key competitors?
Some companies that are related to Westwood Holdings Group include BlackRock (BLK), Bank of New York Mellon (BK), T. Rowe Price Group (TROW), State Street (STT), Ameriprise Financial (AMP), Northern Trust (NTRS), Franklin Resources (BEN), SEI Investments (SEIC), Ares Capital (ARCC), Invesco (IVZ), Eaton Vance (EV), Affiliated Managers Group (AMG), Federated Investors (FII), Legg Mason (LM) and Cohen & Steers (CNS).
What other stocks do shareholders of Westwood Holdings Group own?
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)
Who are Westwood Holdings Group's major shareholders?
Westwood Holdings Group's stock is owned by many different of retail and institutional investors. Top institutional investors include Renaissance Technologies LLC (7.94%), ProShare Advisors LLC (4.71%), Hotchkis & Wiley Capital Management LLC (1.94%), State Street Corp (1.92%), Bank of New York Mellon Corp (1.30%) and North Star Investment Management Corp. (0.98%). 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, Bank of America Corp DE, AQR Capital Management LLC, Oxford Asset Management LLP, North Star Investment Management Corp., Barrow Hanley Mewhinney & Strauss LLC, Alliancebernstein L.P. and Citigroup Inc.. 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 Hotchkis & Wiley Capital Management LLC, Bank of New York Mellon Corp, ProShare Advisors LLC, Renaissance Technologies LLC, Panagora Asset Management Inc., Martingale Asset Management L P, State Street Corp and Goldman Sachs Group Inc.. 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, Robinhood, Fidelity and Charles Schwab.
What is Westwood Holdings Group's stock price today?
One share of WHG stock can currently be purchased for approximately $27.69.
How big of a company is Westwood Holdings Group?
What is Westwood Holdings Group's official website?
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.
