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Westwood Holdings Group, Inc. (WHG)

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15.10
-0.30
(-1.95%)
At close: January 21 at 4:00:02 PM EST
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DELL
  • Previous Close 15.40
  • Open 15.22
  • Bid 14.73 x 800
  • Ask 16.17 x 1000
  • Day's Range 15.10 - 15.51
  • 52 Week Range 11.01 - 18.03
  • Volume 9,064
  • Avg. Volume 16,900
  • Market Cap (intraday) 140.001M
  • Beta (5Y Monthly) 1.14
  • PE Ratio (TTM) 45.76
  • EPS (TTM) 0.33
  • Earnings Date Feb 12, 2025 - Feb 17, 2025
  • Forward Dividend & Yield 0.60 (3.97%)
  • Ex-Dividend Date Dec 2, 2024
  • 1y Target Est --

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.

www.westwoodgroup.com

145

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: WHG

Trailing total returns as of 1/21/2025, which may include dividends or other distributions. Benchmark is

.

YTD Return

WHG
8.48%
S&P 500
2.41%

1-Year Return

WHG
40.29%
S&P 500
24.99%

3-Year Return

WHG
5.19%
S&P 500
34.95%

5-Year Return

WHG
31.60%
S&P 500
81.68%

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Statistics: WHG

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Valuation Measures

Annual
As of 1/21/2025
  • Market Cap

    140.00M

  • Enterprise Value

    95.25M

  • Trailing P/E

    45.76

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    1.37

  • Price/Book (mrq)

    1.18

  • Enterprise Value/Revenue

    1.03

  • Enterprise Value/EBITDA

    10.10

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    2.96%

  • Return on Assets (ttm)

    1.94%

  • Return on Equity (ttm)

    2.24%

  • Revenue (ttm)

    92.37M

  • Net Income Avi to Common (ttm)

    2.73M

  • Diluted EPS (ttm)

    0.33

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    48.31M

  • Total Debt/Equity (mrq)

    2.96%

  • Levered Free Cash Flow (ttm)

    10.19M

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