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
SymbolNYSE:WHG
CUSIP96176510
Phone214-756-6900
Debt
Debt-to-Equity RatioN/A
Current Ratio7.95
Quick Ratio7.95
Price-To-Earnings
Trailing P/E Ratio20.63
Forward P/E RatioN/A
P/E GrowthN/A
Sales & Book Value
Annual Sales$133.79 million
Price / Sales3.92
Cash Flow$2.8054 per share
Price / Cash20.71
Book Value$17.60 per share
Price / Book3.30
Profitability
EPS (Most Recent Fiscal Year)N/A
Net Income$19.98 million
Net Margins16.26%
Return on Equity15.65%
Return on Assets13.19%
Miscellaneous
Employees181
Outstanding Shares9,020,000
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, April 26th. Investors of record on Friday, June 8th will be given a dividend of $0.68 per share on Monday, July 2nd. This represents a $2.72 dividend on an annualized basis and a yield of 4.68%. The ex-dividend date of this dividend is Thursday, June 7th. View Westwood Holdings Group's Dividend History.
How were Westwood Holdings Group's earnings last quarter?
Westwood Holdings Group, Inc. (NYSE:WHG) issued its quarterly earnings data on Wednesday, April, 25th. The asset manager reported $0.99 EPS for the quarter. The asset manager earned $33.57 million during the quarter. Westwood Holdings Group had a net margin of 16.26% and a return on equity of 15.65%. 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 (TCAP), Fidus Investment (FDUS), Monroe Capital (MRCC), Silvercrest Asset Management Group (SAMG), Value Line (VALU), Saratoga Investment (SAR) and STONECASTLE Fin/COM (BANX).
Who are Westwood Holdings Group's key executives?
Westwood Holdings Group's management team includes the folowing people:
- Mr. Brian O'Connor Casey CFP, Pres, CEO & Director (Age 55)
- Ms. Susan Montgomery Byrne, Founder & Vice Chairman (Age 71)
- Ms. Tiffany B. Kice CPA, Sr. VP, CFO & Treasurer (Age 50)
- Mr. Mark Richard Freeman C.F.A., CFA, Exec. VP & Chief Investment Officer (Age 50)
- Ms. Julie Kramer Gerron CFA, J.D., Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec. (Age 50)
Has Westwood Holdings Group been receiving favorable news coverage?
News headlines about WHG stock have been trending somewhat positive recently, according to Accern Sentiment Analysis. The research group identifies positive and negative press coverage by monitoring more than twenty million blog and news sources. Accern ranks coverage of publicly-traded companies on a scale of negative one to one, with scores nearest to one being the most favorable. Westwood Holdings Group earned a news impact score of 0.24 on Accern's scale. They also assigned media headlines about the asset manager an impact score of 44.94 out of 100, meaning that recent press coverage is somewhat unlikely to have an impact on the company's share price in the next several days.
Who are Westwood Holdings Group's major shareholders?
Westwood Holdings Group's stock is owned by a variety of of institutional and retail investors. Top institutional shareholders include Wells Fargo & Company MN (7.48%), BlackRock Inc. (6.60%), Dimensional Fund Advisors LP (3.70%), Hancock Holding Co. (1.68%), Punch & Associates Investment Management Inc. (1.39%) and Northern Trust Corp (1.20%). 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 Punch & Associates Investment Management Inc., UBS Group AG, Aperio Group LLC and Schwab Charles Investment Management Inc.. Company insiders that have sold Westwood Holdings Group company stock in the last year include Julie Kramer Gerron, Mark Freeman, Richard M Frank 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 Wells Fargo & Company MN, Dimensional Fund Advisors LP, Millennium Management LLC, BlackRock Inc., JPMorgan Chase & Co., Comerica Bank, Guggenheim Capital LLC and Northern Trust Corp. 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 $58.10.
How big of a company is Westwood Holdings Group?
Westwood Holdings Group has a market capitalization of $533.77 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 (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.
