Westwood Holdings Group, Inc. NYSE:WHG

Founder-led company

Westwood Holdings Group stock price today

$17.58
+3.47
+24.68%
Financial Health
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Westwood Holdings Group stock price monthly change

+11.11%
month

Westwood Holdings Group stock price quarterly change

+11.11%
quarter

Westwood Holdings Group stock price yearly change

+13.62%
year

Westwood Holdings Group key metrics

Market Cap
139.07M
Enterprise value
111.50M
P/E
42.98
EV/Sales
1.20
EV/EBITDA
10.71
Price/Sales
1.40
Price/Book
0.96
PEG ratio
31.37
EPS
1.51
Revenue
89.97M
EBITDA
7.37M
Income
12.02M
Revenue Q/Q
0.83%
Revenue Y/Y
21.26%
Profit margin
2.87%
Oper. margin
3.5%
Gross margin
77.07%
EBIT margin
3.5%
EBITDA margin
8.2%
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Westwood Holdings Group stock price history

Westwood Holdings Group stock forecast

Westwood Holdings Group financial statements

Westwood Holdings Group, Inc. (NYSE:WHG): Profit margin
Jun 2023 21.94M 2.89M 13.21%
Sep 2023 21.88M 4.37M 20%
Dec 2023 23.22M 2.58M 11.12%
Mar 2024 22.91M 2.16M 9.45%
4.25%
Yield TTM
Westwood Holdings Group, Inc. (NYSE:WHG): Payout ratio
Payout ratio 204.02%
Westwood Holdings Group, Inc. (NYSE:WHG): Dividend Yield
2019 10.48%
2020 9.53%
2021 17.19%
2022 6.44%
2023 5.5%
Westwood Holdings Group, Inc. (NYSE:WHG): Debt to assets
Jun 2023 142105000 27.00M 19%
Sep 2023 150751000 30.94M 20.53%
Dec 2023 155167000 32.72M 21.09%
Mar 2024 149042000 25.28M 16.97%
Westwood Holdings Group, Inc. (NYSE:WHG): Cash Flow
Jun 2023 -723K 414K -1.21M
Sep 2023 -1.78M 4.97M -1.24M
Dec 2023 5.45M -1.01M -1.22M
Mar 2024 -4.27M 12.40M -2.66M

Westwood Holdings Group alternative data

Westwood Holdings Group, Inc. (NYSE:WHG): Employee count
Aug 2023 152
Sep 2023 152
Oct 2023 152
Nov 2023 152
Dec 2023 152
Jan 2024 152
Feb 2024 152
Mar 2024 145
Apr 2024 145
May 2024 145
Jun 2024 145
Jul 2024 145

Westwood Holdings Group other data

49.37% -14.70%
of WHG is owned by hedge funds
3.87M -1.12M
shares is hold by hedge funds

Westwood Holdings Group, Inc. (NYSE:WHG): Insider trades (number of shares)
Period Buy Sel
Aug 2023 0 850
Sep 2023 0 1667
Mar 2024 0 14000
Transaction Date Insider Security Shares Price per share Total value Source
Sale
LOCKRIDGE MATTHEW officer: Head, U.S. Value Inv.
common stock 14,000 $12.01 $168,084
Sale
MONTGOMERY JOHN PORTER officer: Chief Operating Officer
common stock 500 $9.9 $4,951
Sale
MONTGOMERY JOHN PORTER officer: Chief Operating Officer
common stock 327 $9.89 $3,234
Sale
MONTGOMERY JOHN PORTER officer: Chief Operating Officer
common stock 838 $9.9 $8,296
Sale
MONTGOMERY JOHN PORTER officer: Chief Operating Officer
common stock 2 $10.2 $20
Sale
BENNETT LEAH officer: President-Westwood Wea..
common stock 850 $10.97 $9,328
Sale
BENNETT LEAH officer: President-Westwood Wea..
common stock 2,000 $12.9 $25,806
Sale
LOCKRIDGE MATTHEW officer: Head, U.S. Value Inv.
common stock 1,500 $13.42 $20,129
Sale
LOCKRIDGE MATTHEW officer: Head, U.S. Value Inv.
common stock 3,000 $13.91 $41,718
Sale
LOCKRIDGE MATTHEW officer: Head, U.S. Value Inv.
common stock 6,713 $11.7 $78,542
Insider Compensation
Mr. Brian O'Connor Casey CFP, CFP (1963) Pres, Chief Executive Officer & Director
$750,430
Mr. Steven William Paddon (1961) Senior Vice President & Head of Distribution
$529,600
Ms. Julie Kramer Gerron CFA, J.D. (1968) Senior Vice President, Gen. Counsel, Chief Compliance Officer & Corporation Sec.
$452,100
Mr. Murray Forbes III, CPA (1978) Senior Vice President, Chief Financial Officer & Treasurer $412,930
Ms. Susan Montgomery Byrne (1947) Founder & Vice Chairman $213,120
Tuesday, 17 December 2024
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Tuesday, 26 November 2024
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Tuesday, 31 October 2023
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Friday, 8 April 2022
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Wednesday, 9 February 2022
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Friday, 28 January 2022
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  • What's the price of Westwood Holdings Group stock today?

    One share of Westwood Holdings Group stock can currently be purchased for approximately $17.58.

  • When is Westwood Holdings Group's next earnings date?

    Unfortunately, Westwood Holdings Group's (WHG) next earnings date is currently unknown.

  • Does Westwood Holdings Group pay dividends?

    Yes, Westwood Holdings Group pays dividends and its trailing 12-month yield is 4.26% with 204% payout ratio.It means that the company is paying a dividend greater than earnings. The last Westwood Holdings Group stock dividend of $0.15 was paid on 3 Jan 2022.

  • How much money does Westwood Holdings Group make?

    Westwood Holdings Group has a market capitalization of 139.07M and it's past years’ income statements indicate that its last revenue has increased compared to the previous period by 30.72% to 89.78M US dollars.

  • What is Westwood Holdings Group's stock symbol?

    Westwood Holdings Group, Inc. is traded on the NYSE under the ticker symbol "WHG".

  • What is Westwood Holdings Group's primary industry?

    Company operates in the Financial Services sector and Financial - Capital Markets industry.

  • How do i buy shares of Westwood Holdings Group?

    Shares of Westwood Holdings Group 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.

  • Who are Westwood Holdings Group's key executives?

    Westwood Holdings Group's management team includes the following people:

    • Mr. Brian O'Connor Casey CFP, CFP Pres, Chief Executive Officer & Director(age: 62, pay: $750,430)
    • Mr. Steven William Paddon Senior Vice President & Head of Distribution(age: 64, pay: $529,600)
    • Ms. Julie Kramer Gerron CFA, J.D. Senior Vice President, Gen. Counsel, Chief Compliance Officer & Corporation Sec.(age: 57, pay: $452,100)
    • Mr. Murray Forbes III, CPA Senior Vice President, Chief Financial Officer & Treasurer(age: 47, pay: $412,930)
    • Ms. Susan Montgomery Byrne Founder & Vice Chairman(age: 78, pay: $213,120)
  • Is Westwood Holdings Group founder-led company?

    Yes, Westwood Holdings Group is a company led by its founder Ms. Susan Montgomery Byrne.

  • How many employees does Westwood Holdings Group have?

    As Jul 2024, Westwood Holdings Group employs 145 workers.

  • When Westwood Holdings Group went public?

    Westwood Holdings Group, Inc. is publicly traded company for more then 23 years since IPO on 13 Jun 2002.

  • What is Westwood Holdings Group's official website?

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

  • Where are Westwood Holdings Group's headquarters?

    Westwood Holdings Group is headquartered at 200 Crescent Court, Dallas, TX.

  • How can i contact Westwood Holdings Group?

    Westwood Holdings Group's mailing address is 200 Crescent Court, Dallas, TX and company can be reached via phone at 214-756-6900.

Westwood Holdings Group company profile:

Westwood Holdings Group, Inc.

westwoodgroup.com
Exchange:

NYSE

Full time employees:

145

Industry:

Financial - Capital Markets

Sector:

Financial Services

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.

200 Crescent Court
Dallas, TX 75201

CIK: 0001165002
ISIN: US9617651040
CUSIP: 961765104