Westwood Holdings/$WHG
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Westwood Holdings
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
- Ticker
- $WHG
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 148
- Headquarters
- Dallas, United States
- Website
- www.westwoodgroup.com
WHG Metrics
BasicAdvanced
$160M
23.29
$0.80
-
$0.60
3.22%
Price and volume
Market cap
$160M
52-week high
$20.97
52-week low
$14.70
Average daily volume
12K
Dividend rate
$0.60
Financial strength
Current ratio
2.058
Quick ratio
2.058
Long term debt to equity
0.102
Total debt to equity
0.102
Dividend payout ratio (TTM)
75.45%
Profitability
EBITDA (TTM)
7.429
Gross margin (TTM)
40.03%
Net profit margin (TTM)
7.00%
Operating margin (TTM)
3.96%
Effective tax rate (TTM)
31.39%
Revenue per employee (TTM)
$700,000
Management effectiveness
Return on assets (TTM)
1.62%
Return on equity (TTM)
5.67%
Valuation
Price to earnings (TTM)
23.289
Price to revenue (TTM)
1.533
Price to book
1.37
Price to tangible book (TTM)
2.41
Price to free cash flow (TTM)
11.332
Free cash flow yield (TTM)
8.82%
Free cash flow per share (TTM)
1.644
Dividend yield (TTM)
3.22%
Forward dividend yield
3.22%
Growth
Revenue change (TTM)
8.04%
Earnings per share change (TTM)
-2.94%
3-year revenue growth (CAGR)
6.12%
10-year revenue growth (CAGR)
-1.71%
3-year earnings per share growth (CAGR)
18.87%
10-year earnings per share growth (CAGR)
-10.40%
10-year dividend per share growth (CAGR)
-12.50%
WHG Financial Performance
Revenues and expenses
Upcoming events
Funds containing WHG
Fund name | Fund size | $WHG weighting |
|---|---|---|
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.00% |
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.00% |
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