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Westwood Holdings Group Inc

WHG
View Detailed Chart
16.780USD
-0.220-1.29%
Close 11/06, 16:00ETQuotes delayed by 15 min
157.87MMarket Cap
21.77P/E TTM

Westwood Holdings Group Inc

16.780
-0.220-1.29%
Intraday
1m
30m
1h
D
W
M
D

Today

-1.29%

5 Days

+3.20%

1 Month

+0.96%

6 Months

+7.56%

Year to Date

+15.64%

1 Year

+9.32%

View Detailed Chart

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Westwood Holdings Group Inc's Score

Industry at a Glance

Industry Ranking
85 / 116
Overall Ranking
356 / 4615
Industry
Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analyst Rating

Based on 0 analysts
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Current Rating
--
Target Price
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Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Westwood Holdings Group Inc Highlights

StrengthsRisks
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 40.98% year-on-year.
Growing
The company is in a growing phase, with the latest annual income totaling USD 94.72M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 29.71%.
Overvalued
The company’s latest PB is 1.27, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 5.84M shares, decreasing 11.12% quarter-over-quarter.
Held by Invesco
Star Investor Invesco holds 2.87K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.42.

Westwood Holdings Group Inc News

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Financial Indicators

EPS

No Data

Total revenue

No Data

Westwood Holdings Group Inc Info

Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
Ticker SymbolWHG
CompanyWestwood Holdings Group Inc
CEOMr. Brian O. Casey
Websitehttps://westwoodgroup.com/
KeyAI