Westwood Holdings Group Inc (WHG)

$14.95

Market is closed - opens 7 PM, 11 Oct 2024

Performance

  • $14.59
    $14.95
    $14.95
    downward going graph

    2.41%

    Downside

    Day's Volatility :2.41%

    Upside

    0.0%

    downward going graph
  • $8.91
    $15.19
    $14.95
    downward going graph

    40.4%

    Downside

    52 Weeks Volatility :41.34%

    Upside

    1.58%

    downward going graph

Returns

PeriodWestwood Holdings Group IncIndex (Russel 2000)
3 Months
18.0%
0.0%
6 Months
12.24%
0.0%
1 Year
52.71%
0.0%
3 Years
-18.88%
-20.8%

Highlights

Market Capitalization
138.8M
Book Value
$14.52
Dividend Share
0.6
Dividend Yield
4.01%
Earnings Per Share (EPS)
0.71
PE Ratio
21.06
PEG Ratio
0.0
Profit Margin
6.61%
Operating Margin TTM
2.77%
Return On Assets TTM
1.89%
Return On Equity TTM
5.87%
Revenue TTM
90.5M
Revenue Per Share TTM
11.2
Quarterly Revenue Growth YOY
3.4000000000000004%
Gross Profit TTM
28.6M
EBITDA
9.2M
Diluted Eps TTM
0.71
Quarterly Earnings Growth YOY
2.06
EPS Estimate Current Year
0.0
EPS Estimate Next Year
0.0
EPS Estimate Current Quarter
0.0
EPS Estimate Next Quarter
0.0

Analyst Recommendation

Company Financials

FY18Y/Y Change
Revenue
122.3M
↓ 8.58%
Net Income
26.8M
↑ 33.83%
Net Profit Margin
21.87%
↑ 6.93%
FY19Y/Y Change
Revenue
84.1M
↓ 31.25%
Net Income
5.9M
↓ 77.9%
Net Profit Margin
7.03%
↓ 14.84%
FY20Y/Y Change
Revenue
65.1M
↓ 22.56%
Net Income
-8.9M
↓ 251.36%
Net Profit Margin
-13.74%
↓ 20.77%
FY21Y/Y Change
Revenue
73.1M
↑ 12.2%
Net Income
9.8M
↓ 209.12%
Net Profit Margin
13.36%
↑ 27.1%
FY22Y/Y Change
Revenue
68.7M
↓ 5.99%
Net Income
-4.6M
↓ 147.4%
Net Profit Margin
-6.74%
↓ 20.1%
FY23Y/Y Change
Revenue
89.8M
↑ 30.72%
Net Income
10.6M
↓ 328.41%
Net Profit Margin
11.77%
↑ 18.51%
Q1 FY23Q/Q Change
Revenue
22.7M
↑ 11.1%
Net Income
714.0K
↓ 122.83%
Net Profit Margin
3.14%
↑ 18.43%
Q2 FY23Q/Q Change
Revenue
21.9M
↓ 3.44%
Net Income
2.9M
↑ 306.02%
Net Profit Margin
13.21%
↑ 10.07%
Q3 FY23Q/Q Change
Revenue
21.9M
↓ 0.3%
Net Income
4.4M
↑ 50.91%
Net Profit Margin
20.0%
↑ 6.79%
Q4 FY23Q/Q Change
Revenue
23.2M
↑ 6.17%
Net Income
2.6M
↓ 40.96%
Net Profit Margin
11.12%
↓ 8.88%
Q1 FY24Q/Q Change
Revenue
22.9M
↓ 1.34%
Net Income
2.2M
↓ 16.14%
Net Profit Margin
9.45%
↓ 1.67%
Q2 FY24Q/Q Change
Revenue
22.9M
↓ 0.02%
Net Income
-2.2M
↓ 203.55%
Net Profit Margin
-9.79%
↓ 19.24%
FY18Y/Y Change
Total Assets
190.5M
↓ 1.13%
Total Liabilities
29.3M
↓ 19.1%
FY19Y/Y Change
Total Assets
178.7M
↓ 6.18%
Total Liabilities
30.4M
↑ 3.7%
FY20Y/Y Change
Total Assets
149.2M
↓ 16.54%
Total Liabilities
18.4M
↓ 39.38%
FY21Y/Y Change
Total Assets
139.6M
↓ 6.4%
Total Liabilities
21.7M
↑ 17.67%
FY22Y/Y Change
Total Assets
146.3M
↑ 4.82%
Total Liabilities
35.7M
↑ 64.45%
FY23Y/Y Change
Total Assets
155.2M
↑ 6.04%
Total Liabilities
32.7M
↓ 8.3%
Q1 FY23Q/Q Change
Total Assets
141.8M
↓ 3.1%
Total Liabilities
29.9M
↓ 16.13%
Q2 FY23Q/Q Change
Total Assets
142.1M
↑ 0.22%
Total Liabilities
27.0M
↓ 9.77%
Q3 FY23Q/Q Change
Total Assets
150.8M
↑ 6.08%
Total Liabilities
30.9M
↑ 14.6%
Q4 FY23Q/Q Change
Total Assets
155.2M
↑ 2.93%
Total Liabilities
32.7M
↑ 5.73%
Q1 FY24Q/Q Change
Total Assets
149.0M
↓ 3.95%
Total Liabilities
25.3M
↓ 22.72%
Q2 FY24Q/Q Change
Total Assets
147.4M
↓ 1.12%
Total Liabilities
26.9M
↑ 6.41%
FY18Y/Y Change
Operating Cash Flow
31.5M
↓ 34.42%
Investing Cash Flow
3.6M
↓ 408.23%
Financing Cash Flow
-34.1M
↑ 19.38%
FY19Y/Y Change
Operating Cash Flow
32.2M
↑ 2.19%
Investing Cash Flow
-4.8M
↓ 234.78%
Financing Cash Flow
-31.9M
↓ 6.58%
FY20Y/Y Change
Operating Cash Flow
-9.8M
↓ 130.37%
Investing Cash Flow
-4.0K
↓ 99.92%
Financing Cash Flow
-25.8M
↓ 19.01%
FY21Y/Y Change
Operating Cash Flow
19.4M
↓ 298.41%
Investing Cash Flow
9.6M
↓ 239250.0%
Financing Cash Flow
-26.8M
↑ 3.85%
FY22Y/Y Change
Operating Cash Flow
51.9M
↑ 167.58%
Investing Cash Flow
-34.1M
↓ 456.72%
Financing Cash Flow
-9.1M
↓ 66.06%
Q1 FY23Q/Q Change
Operating Cash Flow
-3.2M
↓ 108.7%
Investing Cash Flow
-1.3M
↓ 96.33%
Financing Cash Flow
-2.7M
↑ 130.38%
Q2 FY23Q/Q Change
Operating Cash Flow
-723.0K
↓ 77.26%
Investing Cash Flow
414.0K
↓ 133.07%
Financing Cash Flow
-1.2M
↓ 54.69%
Q3 FY23Q/Q Change
Operating Cash Flow
-1.8M
↑ 146.47%
Investing Cash Flow
4.1M
↑ 900.0%
Financing Cash Flow
-1.2M
↑ 2.8%

Technicals Summary

Sell

Neutral

Buy

Westwood Holdings Group Inc is currently in a favorable trading position ( BUY ) according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Westwood Holdings Group Inc
Westwood Holdings Group Inc
18.37%
12.24%
52.71%
-18.88%
-45.81%
Blackstone Inc
Blackstone Inc
4.37%
17.72%
40.96%
29.58%
219.11%
Kkr & Co. L.p.
Kkr & Co. L.p.
14.31%
36.3%
117.42%
106.25%
415.67%
Blackrock, Inc.
Blackrock, Inc.
8.16%
21.98%
48.91%
13.84%
127.39%
Apollo Asset Management Inc
Apollo Asset Management Inc
29.3%
20.84%
53.71%
110.98%
254.53%
Brookfield Corp
Brookfield Corp
11.98%
35.02%
64.18%
-5.91%
51.75%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Westwood Holdings Group Inc
Westwood Holdings Group Inc
21.06
21.06
0.0
0.0
0.06
0.02
0.04
14.52
Blackstone Inc
Blackstone Inc
56.43
56.43
1.82
4.46
0.19
0.09
0.02
9.46
Kkr & Co. L.p.
Kkr & Co. L.p.
31.98
31.98
0.93
4.63
0.1
0.02
0.01
24.42
Blackrock, Inc.
Blackrock, Inc.
23.76
23.76
2.5
41.79
0.15
0.03
0.02
270.61
Apollo Asset Management Inc
Apollo Asset Management Inc
14.71
14.71
1.37
7.03
0.31
0.02
0.01
24.36
Brookfield Corp
Brookfield Corp
91.93
91.93
NA
4.89
0.02
0.02
0.01
27.34
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Westwood Holdings Group Inc
Westwood Holdings Group Inc
NA
$138.8M
-45.81%
21.06
6.61%
Blackstone Inc
Blackstone Inc
Hold
$181.3B
219.11%
56.43
20.25%
Kkr & Co. L.p.
Kkr & Co. L.p.
Buy
$124.4B
415.67%
31.98
14.58%
Blackrock, Inc.
Blackrock, Inc.
Buy
$141.6B
127.39%
23.76
32.36%
Apollo Asset Management Inc
Apollo Asset Management Inc
Buy
$77.5B
254.53%
14.71
22.03%
Brookfield Corp
Brookfield Corp
Buy
$79.2B
51.75%
91.93
1.1%

Insights on Westwood Holdings Group Inc

  • Decreasing Revenue

    Revenue is down for the last 3 quarters, 23.22M → 22.91M (in $), with an average decrease of 0.7% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 4 quarters, 4.37M → -2.24M (in $), with an average decrease of 86.9% per quarter

  • Vs KKR

    In the last 1 year, Kkr & Co. L.p. has given 117.4% return, outperforming this stock by 64.7%

  • Vs APO

    In the last 3 years, Apollo Asset Management Inc has given 106.0% return, outperforming this stock by 126.4%

Institutional Holdings

  • Allspring Global Investments Holdings, LLC

    6.15%

  • DePrince Race & Zollo Inc

    4.95%

  • Gamco Investors, Inc. Et Al

    4.81%

  • Renaissance Technologies Corp

    4.78%

  • Vanguard Group Inc

    4.35%

  • North Star Investment Management Corp

    3.81%

Company Information

westwood holdings group, inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. the firm has $21.6 billion in assets under management, of which $3.4 billion are in values-based and socially responsible investment mandates as of june 30, 2018. westwood offers a range of investment strategies including u.s. equities, multi-asset, global and emerging markets equities, global convertible securities and master limited partnerships (mlps) portfolios. access to these strategies is available through separate accounts, the westwood funds® family of mutual funds, ucits funds and other pooled vehicles. westwood benefits from significant, broad-based employee ownership and trades on the new york stock exchange under the symbol “whg.” based in dallas, westwood also maintains offices in toronto, boston and houston.

Organization
Westwood Holdings Group Inc
Employees
145
CEO
Mr. Brian O'Connor Casey CFP
Industry
Finance

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