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NYSE:WHG

Westwood Holdings Group Stock Forecast, Price & News

$20.50
+0.29 (+1.43 %)
(As of 05/14/2021 12:00 AM ET)
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Today's Range
$20.04
$20.68
50-Day Range
$14.46
$20.79
52-Week Range
$9.42
$21.13
Volume32,049 shs
Average Volume45,183 shs
Market Capitalization$170.09 million
P/E Ratio89.13
Dividend Yield1.98%
Beta1.31
30 days | 90 days | 365 days | Advanced Chart
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About Westwood Holdings Group

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.

Headlines

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Industry, Sector and Symbol

Industry Investment advice
Sub-IndustryAsset Management & Custody Banks
SectorFinance
CUSIP96176510
Phone214-756-6900
EmployeesN/A
Year FoundedN/A

Sales & Book Value

Annual Sales$84.08 million
Cash Flow$2.18 per share
Book Value$16.58 per share

Profitability

Net Income$5.91 million

Debt

Price-To-Earnings

Miscellaneous

Market Cap$170.09 million
Next Earnings Date8/4/2021 (Estimated)
OptionableOptionable

MarketRank

Overall MarketRank

1.35 out of 5 stars

Finance Sector

781st out of 1,949 stocks

Investment Advice Industry

42nd out of 65 stocks

Analyst Opinion: 0.0Community Rank: 2.6Dividend Strength: 0.8Insider Behavior: 3.3Valuation: 0.0 5 -4 -3 -2 -1 -
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Westwood Holdings Group (NYSE:WHG) Frequently Asked Questions

What stocks does MarketBeat like better than Westwood Holdings Group?

Wall Street analysts have given Westwood Holdings Group a "N/A" rating, but there may be better buying opportunities in the stock market. Some of MarketBeat's past winning trading ideas have resulted in 5-15% weekly gains. MarketBeat just released five new stock ideas, but Westwood Holdings Group wasn't one of them. MarketBeat thinks these five companies may be even better buys.
View MarketBeat's top stock picks here.

Are investors shorting Westwood Holdings Group?

Westwood Holdings Group saw a increase in short interest during the month of April. As of April 15th, there was short interest totaling 128,100 shares, an increase of 37.0% from the March 31st total of 93,500 shares. Based on an average daily volume of 49,800 shares, the days-to-cover ratio is presently 2.6 days. Currently, 1.8% of the shares of the stock are sold short.
View Westwood Holdings Group's Short Interest
.

When is Westwood Holdings Group's next earnings date?

Westwood Holdings Group is scheduled to release its next quarterly earnings announcement on Wednesday, August 4th 2021.
View our earnings forecast for Westwood Holdings Group
.

How has Westwood Holdings Group's stock been impacted by COVID-19?

Westwood Holdings Group's stock was trading at $20.24 on March 11th, 2020 when COVID-19 reached pandemic status according to the World Health Organization. Since then, WHG shares have increased by 1.3% and is now trading at $20.50.
View which stocks have been most impacted by COVID-19
.

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 Wednesday, April 28th. Stockholders of record on Friday, June 4th will be given a dividend of $0.10 per share on Thursday, July 1st. This represents a $0.40 annualized dividend and a dividend yield of 1.95%. The ex-dividend date is Thursday, June 3rd.
View Westwood Holdings Group's dividend history
.

Is Westwood Holdings Group a good dividend stock?

Westwood Holdings Group pays an annual dividend of $0.40 per share and currently has a dividend yield of 1.98%.
View Westwood Holdings Group's dividend history.

Who are Westwood Holdings Group's key executives?

Westwood Holdings Group's management team includes the following 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)

What is Brian O. Casey's approval rating as Westwood Holdings Group's CEO?

15 employees have rated Westwood Holdings Group CEO Brian O. Casey on Glassdoor.com. Brian O. Casey has an approval rating of 32% among Westwood Holdings Group's employees. This puts Brian O. Casey in the bottom 10% of approval ratings compared to other CEOs of publicly-traded companies.

Who are some of Westwood Holdings Group's key competitors?

What other stocks do shareholders of Westwood Holdings Group own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Westwood Holdings Group investors own include Altria Group (MO), AT&T (T), Verizon Communications (VZ), Exxon Mobil (XOM), Energy Transfer (ET), International Business Machines (IBM), Johnson & Johnson (JNJ), Enbridge (ENB), Holly Energy Partners (HEP) and Occidental Petroleum (OXY).

What is Westwood Holdings Group's stock symbol?

Westwood Holdings Group trades on the New York Stock Exchange (NYSE) under the ticker symbol "WHG."

Who are Westwood Holdings Group's major shareholders?

Westwood Holdings Group's stock is owned by a variety of institutional and retail investors. Top institutional investors include BlackRock Inc. (8.60%), Renaissance Technologies LLC (8.58%), Gamco Investors INC. ET AL (6.18%), Dimensional Fund Advisors LP (3.33%), Geode Capital Management LLC (1.29%) and Northern Trust Corp (0.97%). Company insiders that own Westwood Holdings Group stock include Brian O Casey, Fabian Gomez, Jcp Investment Management, Llc, Richard M Frank and Susan M Byrne.
View institutional ownership trends for Westwood Holdings Group
.

Which institutional investors are selling Westwood Holdings Group stock?

WHG stock was sold by a variety of institutional investors in the last quarter, including Gamco Investors INC. ET AL, Dimensional Fund Advisors LP, Panagora Asset Management Inc., Renaissance Technologies LLC, BlackRock Inc., Northern Trust Corp, UBS Group AG, and Grantham Mayo Van Otterloo & Co. LLC.
View insider buying and selling activity for Westwood Holdings Group
or view top insider-selling stocks.

Which institutional investors are buying Westwood Holdings Group stock?

WHG stock was bought by a variety of institutional investors in the last quarter, including North Star Investment Management Corp., Gabelli Funds LLC, Arrowstreet Capital Limited Partnership, JPMorgan Chase & Co., Barclays PLC, New York State Common Retirement Fund, and BNP Paribas Arbitrage SA. Company insiders that have bought Westwood Holdings Group stock in the last two years include Brian O Casey, Jcp Investment Management, Llc, Richard M Frank, and Susan M Byrne.
View insider buying and selling activity for Westwood Holdings Group
or or view top insider-buying stocks.

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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
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What is Westwood Holdings Group's stock price today?

One share of WHG stock can currently be purchased for approximately $20.50.

How much money does Westwood Holdings Group make?

Westwood Holdings Group has a market capitalization of $170.09 million and generates $84.08 million in revenue each year.

What is Westwood Holdings Group's official website?

The official website for Westwood Holdings Group is www.westwoodgroup.com.

Where are Westwood Holdings Group's headquarters?

Westwood Holdings Group is headquartered at 200 CRESCENT COURT SUITE 1200, DALLAS TX, 75201.

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]


This page was last updated on 5/15/2021 by MarketBeat.com Staff
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