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XNYS
WHG
Market cap156mUSD
Jul 10, Last price  
16.66USD
1D
1.83%
1Q
7.83%
Jan 2017
-72.23%
IPO
2.52%
Name

Westwood Holdings Group Inc

Chart & Performance

D1W1MN
P/E
70.68
P/S
1.65
EPS
0.24
Div Yield, %
2.70%
Shrs. gr., 5y
0.12%
Rev. gr., 5y
2.41%
Revenues
95m
+5.50%
21,940,00027,364,00036,292,00046,456,00042,553,00055,313,00068,909,00077,495,00091,825,000113,241,000130,936,000123,021,000133,785,000122,300,00084,079,00065,111,00073,054,00068,681,00089,781,00094,721,000
Net income
2m
-79.08%
3,636,0004,508,0007,944,00010,543,0007,895,00011,280,00014,686,00012,090,00017,891,00027,249,00027,105,00022,647,00019,989,00026,751,0005,911,000-8,947,0009,763,000-4,628,00010,571,0002,211,000
CFO
21m
P
6,284,0007,224,00011,686,000-6,310,00010,606,00018,981,00018,548,00013,780,00021,707,00026,523,00055,208,00047,392,00048,009,00031,484,00032,172,000-9,770,00019,385,00051,870,000-1,185,00021,122,000
Dividend
Aug 30, 20240.15 USD/sh
Earnings
Jul 29, 2025

Profile

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.
URL
https://westwoodgroup.com/
IPO date
Jun 13, 2002
Employees
152
Domiciled in
US
Incorporated in
US

Valuation

Title
USD in thousands, except ratios and share amounts
FYFYFYFYFYFYFYFYFYFY
2024‑122023‑122022‑122021‑122020‑122019‑122018‑122017‑122016‑122015‑12
Income
Revenues
94,721
5.50%
89,781
30.72%
68,681
-5.99%
Cost of revenue
76,094
73,552
64,260
Unusual Expense (Income)
NOPBT
18,627
16,229
4,421
NOPBT Margin
19.67%
18.08%
6.44%
Operating Taxes
1,804
2,872
(567)
Tax Rate
9.68%
17.70%
NOPAT
16,823
13,357
4,988
Net income
2,211
-79.08%
10,571
-328.41%
(4,628)
-147.40%
Dividends
(5,440)
(5,502)
(5,625)
Dividend yield
4.40%
5.40%
6.44%
Proceeds from repurchase of equity
(1,348)
(862)
(3,478)
BB yield
1.09%
0.85%
3.98%
Debt
Debt current
3,197
2,572
1,502
Long-term debt
3,197
11,084
10,626
Deferred revenue
(3,334)
Other long-term liabilities
4,657
7,542
13,700
Net debt
(55,144)
(51,212)
(41,229)
Cash flow
Cash from operating activities
21,122
(1,185)
51,870
CAPEX
(109)
(147)
(320)
Cash from investing activities
(4,613)
4,112
(34,124)
Cash from financing activities
(18,084)
(6,364)
(9,103)
FCF
21,292
12,182
5,166
Balance
Cash
46,541
53,096
39,201
Long term investments
14,997
11,772
14,156
Excess cash
56,802
60,379
49,923
Stockholders' equity
8,370
6,814
(21,932)
Invested Capital
121,816
132,278
149,010
ROIC
13.24%
9.50%
5.40%
ROCE
14.31%
11.67%
3.39%
EV
Common stock shares outstanding
8,516
8,112
7,844
Price
14.51
15.43%
12.57
12.90%
11.13
-34.28%
Market cap
123,564
21.18%
101,970
16.75%
87,337
-34.97%
EV
70,461
52,803
28,314
EBITDA
23,377
21,048
6,997
EV/EBITDA
3.01
2.51
4.05
Interest
5,679
Interest/NOPBT
128.46%