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WHG.US - Current Price

$17.89

Company Information

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Company Name
Westwood Holdings Group Inc
Sector
Financial Services
Industry
Asset Management
Exchange
NYSE
ISIN: US9617651040
CIK: 0001165002
CUSIP: 961765104
Currency: USD
Full Time Employees: 151
Phone: 214 756 6900
Website: https://www.westwoodgroup.com
Fiscal Year End: December
IPO Date: Jun 13, 2002
Description:

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.

Address:

200 Crescent Court, Dallas, TX, United States, 75201

Directors & Officers

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Name Title Year Born
Mr. Brian O'Connor Casey CFP CEO & Director 1963
Mr. Fabian Gomez President & COO NA
Ms. Susan Montgomery Byrne Founder & Vice Chairman of the Board 1947
Mr. Francis T. Mullen Senior Investment Manager & Director NA
Ms. Kellie R. Stark CFA, F.R.M. Executive Vice President of Client Service & Marketing NA
Mr. Todd L. Williams C.F.A. Senior VP & Director of Equity Research, Portfolio Manager and Research Analyst NA
Mr. Corey Henegar CFA Senior VP, Portfolio Manager & Senior Research Analyst NA
Mr. Jonathan S. Dale Head of Product Solutions & Director NA
Mr. Kenneth R. Nostro Head of Client Relations & Director NA
Mr. Prashant Inamdar C.F.A. Senior VP, Portfolio Manager & Senior Research Analyst NA

Shares Statistics

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Shares Outstanding: 9.41M
Shares Float: 5.90M
% Insiders: 1,015.40%
% Institutions: 5,805.30%
Short % Float: 1.38%

Valuation Metrics

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Enterprise Value: $139.32M
Trailing P/E: 19.59
Forward P/E: 0.00

Financial Highlights

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Market Cap: $152.98M
EBITDA: $11.29M
P/E Ratio: $19.59
PEG Ratio: $0.00
Book Value: $14.86
Dividend/Share: $0.60
Dividend Yield: 3.70%
Earnings/Share: $0.83
Profit Margin: 7.54%
Operating Margin: 8.27%
ROA (TTM): 2.69%
ROE (TTM): 5.96%
Revenue (TTM): $96.24M
Revenue/Share (TTM): $11.56
Earnings Growth (YOY): 4,000.00%
Revenue Growth (YOY): 2.40%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

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Revenue & Net Income

Operating Expenses

Balance Sheet Overview

Earnings Per Share (EPS)

Earnings History

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Date EPS Actual EPS Estimate Difference Surprise %
Dec 31, 2025 0.00 0.00 N/A N/A
Sep 30, 2025 0.41 N/A N/A N/A
Jun 30, 2025 0.12 N/A N/A N/A
Mar 31, 2025 0.05 N/A N/A N/A
Dec 31, 2024 0.23 N/A N/A N/A
Sep 30, 2024 0.01 N/A N/A N/A
Jun 30, 2024 -0.27 N/A N/A N/A
Mar 31, 2024 0.31 N/A N/A N/A
Dec 31, 2023 0.32 N/A N/A N/A
Sep 30, 2023 0.77 N/A N/A N/A
Jun 30, 2023 0.70 N/A N/A N/A
Mar 31, 2023 0.45 N/A N/A N/A
Dec 31, 2022 -0.09 N/A N/A N/A
Sep 30, 2022 -0.15 N/A N/A N/A
Jun 30, 2022 0.20 N/A N/A N/A
Mar 31, 2022 0.24 N/A N/A N/A
Dec 31, 2021 0.36 N/A N/A N/A
Sep 30, 2021 0.24 N/A N/A N/A
Jun 30, 2021 0.12 N/A N/A N/A
Mar 31, 2021 0.52 N/A N/A N/A
Dec 31, 2020 0.36 N/A N/A N/A
Sep 30, 2020 -1.31 N/A N/A N/A
Jun 30, 2020 -0.33 N/A N/A N/A
Mar 31, 2020 0.13 N/A N/A N/A
Dec 31, 2019 0.64 N/A N/A N/A
Sep 30, 2019 0.46 N/A N/A N/A
Jun 30, 2019 0.56 N/A N/A N/A
Mar 31, 2019 0.49 N/A N/A N/A
Dec 31, 2018 1.12 N/A N/A N/A
Sep 30, 2018 0.62 N/A N/A N/A
Jun 30, 2018 1.43 N/A N/A N/A
Mar 31, 2018 0.93 N/A N/A N/A
Dec 31, 2017 0.74 N/A N/A N/A
Sep 30, 2017 0.49 N/A N/A N/A
Jun 30, 2017 0.83 N/A N/A N/A
Mar 31, 2017 0.73 N/A N/A N/A
Dec 31, 2016 0.73 N/A N/A N/A
Sep 30, 2016 0.91 N/A N/A N/A
Jun 30, 2016 0.72 N/A N/A N/A
Mar 31, 2016 0.69 N/A N/A N/A
Dec 31, 2015 0.44 N/A N/A N/A
Sep 30, 2015 0.58 N/A N/A N/A
Jun 30, 2015 0.87 N/A N/A N/A
Mar 31, 2015 1.23 N/A N/A N/A
Dec 31, 2014 0.71 N/A N/A N/A
Sep 30, 2014 0.77 N/A N/A N/A
Jun 30, 2014 0.92 N/A N/A N/A
Mar 31, 2014 1.12 N/A N/A N/A
Dec 31, 2013 0.72 N/A N/A N/A
Sep 30, 2013 0.76 N/A N/A N/A
Jun 30, 2013 0.57 N/A N/A N/A
Mar 31, 2013 0.65 N/A N/A N/A
Dec 31, 2012 0.38 N/A N/A N/A
Sep 30, 2012 0.49 N/A N/A N/A
Jun 30, 2012 0.34 N/A N/A N/A
Mar 31, 2012 0.30 N/A N/A N/A
Dec 31, 2011 0.52 N/A N/A N/A
Sep 30, 2011 0.57 N/A N/A N/A
Jun 30, 2011 0.46 N/A N/A N/A
Mar 31, 2011 0.52 N/A N/A N/A
Dec 31, 2010 0.50 N/A N/A N/A
Sep 30, 2010 0.38 0.36 N/A 555.56%
Jun 30, 2010 0.34 0.45 N/A -2,444.44%
Mar 31, 2010 0.40 0.42 N/A -476.19%
Dec 31, 2009 0.41 0.65 N/A -3,692.31%
Sep 30, 2009 0.35 0.28 N/A 2,500.00%
Jun 30, 2009 0.25 0.26 N/A -384.62%
Mar 31, 2009 0.19 N/A N/A N/A
Dec 31, 2008 0.74 N/A N/A N/A
Sep 30, 2008 0.27 N/A N/A N/A
Jun 30, 2008 0.27 N/A N/A N/A
Dec 31, 2007 0.48 N/A N/A N/A
Sep 30, 2007 0.27 N/A N/A N/A
Jun 30, 2007 0.24 N/A N/A N/A
Mar 31, 2007 0.25 N/A N/A N/A
Dec 31, 2006 0.20 N/A N/A N/A
Sep 30, 2006 0.16 N/A N/A N/A
Jun 30, 2006 0.18 N/A N/A N/A
Mar 31, 2006 0.23 N/A N/A N/A
Dec 31, 2005 0.17 N/A N/A N/A
Sep 30, 2005 0.15 N/A N/A N/A
Jun 30, 2005 0.17 N/A N/A N/A
Mar 31, 2005 0.16 N/A N/A N/A
Dec 31, 2004 0.16 N/A N/A N/A
Sep 30, 2004 0.13 N/A N/A N/A
Jun 30, 2004 0.18 N/A N/A N/A
Mar 31, 2004 0.21 N/A N/A N/A
Dec 31, 2003 0.20 N/A N/A N/A
Sep 30, 2003 0.24 N/A N/A N/A
Jun 30, 2003 0.22 N/A N/A N/A
Mar 31, 2003 0.23 N/A N/A N/A
Dec 31, 2002 0.25 N/A N/A N/A
Sep 30, 2002 0.22 N/A N/A N/A
Jun 30, 2002 0.23 N/A N/A N/A

Balance Sheet (Yearly)

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Date Cash Total Debt Total Assets Total Liabilities Total Equity
2024-12-31 $18.85M $N/A $149.99M $27.66M $120.29M
2023-12-31 $20.42M $N/A $155.17M $32.72M $120.40M
2022-12-31 $23.86M $N/A $146.43M $35.78M $110.65M
2021-12-31 $15.21M $N/A $139.61M $21.70M $117.91M
2020-12-31 $13.02M $N/A $149.15M $18.44M $130.71M
2019-12-31 $49.77M $N/A $178.71M $30.42M $148.29M
2018-12-31 $52.45M $N/A $199.18M $38.03M $161.15M
2017-12-31 $54.25M $N/A $192.66M $36.26M $156.40M
2016-12-31 $33.68M $N/A $179.68M $33.61M $146.07M
2015-12-31 $22.74M $N/A $181.34M $47.37M $133.97M
2014-12-31 $18.13M $N/A $139.87M $29.87M $110.01M
2013-12-31 $10.86M $N/A $116.05M $27.39M $88.66M
2012-12-31 $3.82M $N/A $96.62M $20.06M $76.55M
2011-12-31 $5.26M $N/A $90.60M $19.84M $70.76M
2010-12-31 $1.74M $N/A $72.63M $11.95M $60.68M
2009-12-31 $2.88M $N/A $59.89M $12.67M $47.22M
2008-12-31 $3.50M $N/A $50.85M $12.05M $38.79M
2007-12-31 $4.56M $N/A $39.02M $9.68M $29.35M
2006-12-31 $2.18M $N/A $28.72M $5.99M $22.74M
2005-12-31 $1.90M $N/A $27.31M $5.75M $21.56M
2004-12-31 $720.00K $N/A $26.28M $4.61M $21.66M
2003-12-31 $3.64M $N/A $26.24M $4.38M $21.85M
2002-12-31 $4.36M $N/A $24.12M $5.00M $19.12M
2001-12-31 $149.00K $N/A $21.05M $7.02M $14.03M
2000-12-31 $4.28M $N/A $18.10M $5.30M $12.80M

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Aug 29, 2025 N/A N/A N/A N/A N/A N/A

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