Own the gold standard ✨ in financial data & analytics
fair value · 20 million securities worldwide · 50 year history · 10 year estimates · leading business news

Subscribe for $2
Overview
Profile

Westwood Holdings Group stock price, quote, forecast and news

WHG
US9617651040
645124

Price

12.63
Today +/-
+0.04
Today %
+0.32 %
P

Westwood Holdings Group stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Westwood Holdings Group stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Westwood Holdings Group stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Westwood Holdings Group stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Westwood Holdings Group's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Westwood Holdings Group Stock Price History

DateWestwood Holdings Group Price
9/10/202412.63 undefined
9/9/202412.59 undefined
9/6/202412.81 undefined
9/5/202413.00 undefined
9/4/202412.92 undefined
9/3/202412.75 undefined
8/30/202413.34 undefined
8/29/202412.95 undefined
8/28/202412.71 undefined
8/27/202412.54 undefined
8/26/202412.45 undefined
8/23/202412.87 undefined
8/22/202412.32 undefined
8/21/202412.31 undefined
8/20/202412.18 undefined
8/19/202412.45 undefined
8/16/202412.29 undefined
8/15/202412.41 undefined
8/14/202412.08 undefined
8/13/202412.21 undefined

Westwood Holdings Group Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Westwood Holdings Group, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Westwood Holdings Group from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Westwood Holdings Group’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Westwood Holdings Group. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Westwood Holdings Group’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Westwood Holdings Group’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Westwood Holdings Group’s growth potential.

Westwood Holdings Group Revenue, EBIT and net profit per share

DateWestwood Holdings Group RevenueWestwood Holdings Group EBITWestwood Holdings Group Net Income
202389.78 M undefined6.21 M undefined9.52 M undefined
202268.68 M undefined2.22 M undefined-4.63 M undefined
202173.05 M undefined5.96 M undefined9.76 M undefined
202065.1 M undefined-1.3 M undefined-8.9 M undefined
201984.1 M undefined6.5 M undefined5.9 M undefined
2018122.3 M undefined33.2 M undefined26.8 M undefined
2017133.8 M undefined37.9 M undefined20 M undefined
2016123 M undefined34 M undefined22.6 M undefined
2015130.9 M undefined42.2 M undefined27.1 M undefined
2014113.2 M undefined42 M undefined27.2 M undefined
201391.8 M undefined28.2 M undefined17.8 M undefined
201277.5 M undefined20 M undefined12.1 M undefined
201168.9 M undefined23.1 M undefined14.7 M undefined
201055.3 M undefined17.7 M undefined10.7 M undefined
200942.6 M undefined12.3 M undefined7 M undefined
200846.5 M undefined16.5 M undefined9.3 M undefined
200736.3 M undefined12.2 M undefined7.9 M undefined
200627.4 M undefined7.3 M undefined4.5 M undefined
200521.9 M undefined6 M undefined3.6 M undefined
200420 M undefined6 M undefined3.7 M undefined

Westwood Holdings Group Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
1999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
1116192120202127364642556877911131301231331228465736889
-45.4518.7510.53-4.76-5.0028.5733.3327.78-8.7030.9523.6413.2418.1824.1815.04-5.388.13-8.27-31.15-22.6212.31-6.8530.88
----------------------41.1041.18-
000000000000000000000030280
364876671216121723202842423437336-1526
27.2737.5021.0538.1035.0030.0028.5725.9333.3334.7828.5730.9133.8225.9730.7737.1732.3127.6427.8227.057.14-1.546.852.946.74
141543347971014121727272220265-89-49
-300.00-75.00400.00-20.00-25.00-33.3375.0028.57-22.2242.8640.00-14.2941.6758.82--18.52-9.0930.00-80.77-260.00-212.50-144.44-325.00
-------------------------
-------------------------
5.45.45.45.45.45.45.55.76.26.16.46.87.27.37.77.98.18.28.48.58.587.937.848.11
-------------------------
Details

Keystats

ⓘ

Revenue and Growth

The Westwood Holdings Group Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Westwood Holdings Group is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (k)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (M)LIABILITIESCOMMON STOCK (k)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (k)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (M)
200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                               
12.515.718.621.119.419.820.126.731.745.14560.163.775.497.895.190.2105.6118.2100.182.680.2339.253.1
2.82.42.21.91.82.53.16.612.66.47.37.78.914.514.519.623.421.718.413.29.911.2913.914.39
000000000000000000001.70.230.450.21
000000000000000000000000
0000.40.411.72.22.52.83.54.64.76.36.52.92.410.933.72.22.114.654.54
15.318.120.823.421.623.324.935.546.854.355.872.477.396.2118.8117.6116138.2139.611796.493.8658.1972.24
0000.21.91.61.310.80.60.32.22.12.72.62.24.34.213.211.79.36.986.85.12
0000000000000000005.412.411.78.9714.0611.77
0000000000000000000002334460
0000000001.15.14.64.13.83.423.421.419.81615.313.511.9128.9524.8
2.42.32.32.32.32.32.32.32.33.911.311.311.311.311.327.127.127.119.819.816.416.435.7339.5
0.40.610.40.50.20.20.20.90001.723.81110.93.45.12.61.91.482.691.74
2.82.93.32.94.74.13.83.545.616.718.119.219.821.163.763.754.559.561.852.845.9888.6882.93
18.12124.126.326.327.428.73950.859.972.590.596.5116139.9181.3179.7192.7199.1178.8149.2139.84146.87155.17
                                               
200100100100100100100100100100100100100100100100100100100100100107115119
5.85.96131721.520.327.837.547.765.67788.5103.9119.9143.8162.7179.2194.1203.4210.3195.19199.91201.62
6.88.113.111.59.56.62.42.64.83.92.86.56.58.120.329.731.928.630.511-1.74.36-4.254.65
000-2.6-4.8-6.60001.60.91.90-0.3-1.2-4.7-4.3-1.8-4.9-2.90000
000000000000000000000000
12.814.119.22221.821.622.830.542.453.369.485.595.1111.8139.1168.9190.4206.1219.8211.6208.7199.66195.78206.39
0.50.90.70.90.60.70.811.111.31.71.62.12.33.52.63.52.52.11.62.645.686.13
3.243.52.82.732.84.87.16.39.412.714.517.818.520.317.219.116.511.69.210.9410.1910.83
1.520.70.70.51.21.73.23.54.11.13.22.756.4219.898.17.712.271.751.69
000000000000000000000000
000000000000000000000000
5.26.94.94.43.84.95.3911.711.411.817.618.824.927.244.829.631.627.121.411.815.8417.6118.65
000000000000000000000000
0000000002001001,000000000000000
0.10.10.100.80.80.70.60.41.10.11.31.22.52.72.53.94.710.99.16.65.8618.1714.07
0.10.10.100.80.80.70.60.41.30.22.31.22.52.72.53.94.710.99.16.65.8618.1714.07
5.3754.44.65.769.612.112.71219.92027.429.947.333.536.33830.518.421.735.7832.72
18.121.124.226.426.427.328.840.154.56681.4105.4115.1139.2169216.2223.9242.4257.8242.1227.1221.36231.56239.11
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Westwood Holdings Group provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Westwood Holdings Group's financial health and stability.

Assets

Westwood Holdings Group's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Westwood Holdings Group must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Westwood Holdings Group after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Westwood Holdings Group's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
1999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
1315433471071114121727272219265-89-410
0000000000000000222222224
0000000000000-10-2-307-120001
-17-20-4-9-180-10-21-30-6-4-7-111261-1112-21645-16
146447162445516191722253431323018236155
0000000000000000000000000
112532132435771114111410911111
-1764326711-61018181321265547483132-91951-1
00000-1000000-10-100-1-10-10000
0-3-60-2010-313-1-5-21-10-25-1-13-409-334
0-3-60-2110-213-1-50100-24004-309-334
0000000000000000000000000
0000000000000000000000000
000000000-2-2-2-5000-1-6-1-4-3-13-2-20
00-40-2-5-6-7-6-7-9-13-12-16-13-17-22-34-28-34-31-25-26-9-6
00-40400012110-2-3-3-4-9-5-4-2-1000
0000-6-5-6-8-7-7-8-12-7-13-9-13-16-19-21-24-26-11-22-5-5
-13-440-2102-10-13-17741020-1-2-3628-3
-1.157.46.624.763.741.246.27.1511.58-6.4610.5218.2317.1213.2220.5126.0454.2645.5746.8430.4930.99-9.8619.2151.17-1.33
0000000000000000000000000

Westwood Holdings Group stock margins

The Westwood Holdings Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Westwood Holdings Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Westwood Holdings Group.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Westwood Holdings Group's sales revenue. A higher gross margin percentage indicates that the Westwood Holdings Group retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Westwood Holdings Group's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Westwood Holdings Group's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Westwood Holdings Group's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Westwood Holdings Group. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Westwood Holdings Group's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Westwood Holdings Group Margin History

Westwood Holdings Group Gross marginWestwood Holdings Group Profit marginWestwood Holdings Group EBIT marginWestwood Holdings Group Profit margin
202341.58 %6.92 %10.6 %
202241.58 %3.23 %-6.74 %
202141.78 %8.16 %13.36 %
202041.58 %-2 %-13.67 %
201941.58 %7.73 %7.02 %
201841.58 %27.15 %21.91 %
201741.58 %28.33 %14.95 %
201641.58 %27.64 %18.37 %
201541.58 %32.24 %20.7 %
201441.58 %37.1 %24.03 %
201341.58 %30.72 %19.39 %
201241.58 %25.81 %15.61 %
201141.58 %33.53 %21.34 %
201041.58 %32.01 %19.35 %
200941.58 %28.87 %16.43 %
200841.58 %35.48 %20 %
200741.58 %33.61 %21.76 %
200641.58 %26.64 %16.42 %
200541.58 %27.4 %16.44 %
200441.58 %30 %18.5 %

Westwood Holdings Group Stock Sales Revenue, EBIT, Earnings per Share

The Westwood Holdings Group earnings per share therefore indicates how much revenue Westwood Holdings Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Westwood Holdings Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Westwood Holdings Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Westwood Holdings Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Westwood Holdings Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Westwood Holdings Group Revenue, EBIT and net profit per share

DateWestwood Holdings Group Sales per ShareWestwood Holdings Group EBIT per shareWestwood Holdings Group Earnings per Share
202311.07 undefined0.77 undefined1.17 undefined
20228.76 undefined0.28 undefined-0.59 undefined
20219.21 undefined0.75 undefined1.23 undefined
20208.14 undefined-0.16 undefined-1.11 undefined
20199.89 undefined0.76 undefined0.69 undefined
201814.39 undefined3.91 undefined3.15 undefined
201715.93 undefined4.51 undefined2.38 undefined
201615 undefined4.15 undefined2.76 undefined
201516.16 undefined5.21 undefined3.35 undefined
201414.33 undefined5.32 undefined3.44 undefined
201311.92 undefined3.66 undefined2.31 undefined
201210.62 undefined2.74 undefined1.66 undefined
20119.57 undefined3.21 undefined2.04 undefined
20108.13 undefined2.6 undefined1.57 undefined
20096.66 undefined1.92 undefined1.09 undefined
20087.62 undefined2.7 undefined1.52 undefined
20075.85 undefined1.97 undefined1.27 undefined
20064.81 undefined1.28 undefined0.79 undefined
20053.98 undefined1.09 undefined0.65 undefined
20043.7 undefined1.11 undefined0.69 undefined

Westwood Holdings Group business model

The Westwood Holdings Group Inc is a financial services company that operates globally and has its headquarters in Dallas, Texas. The company was founded in 1983 by Susan Byrne and David Denison and has since offered a wide range of financial services. From investment business to institutional services and private asset management, the company caters to a broad target audience. Westwood Holdings Group is one of the most popular companies on Eulerpool.com.

Westwood Holdings Group SWOT Analysis

Strengths

Westwood Holdings Group Inc has several strengths that contribute to its success in the market:

  • Strong brand reputation and recognition in the financial industry.
  • Proven track record of delivering consistent financial performance.
  • Robust portfolio of investment products and services.
  • Strong relationships with clients and a loyal customer base.
  • Experienced and highly skilled management team.

Weaknesses

Despite its strengths, Westwood Holdings Group Inc also faces certain weaknesses:

  • Reliance on a limited number of key clients, which poses a potential risk to revenue stability.
  • Relatively small size compared to some of its competitors, limiting its market share.
  • Dependency on market fluctuations could impact investment returns.

Opportunities

Westwood Holdings Group Inc can seize various opportunities to drive growth and expansion:

  • Emerging markets offer prospects for expanding its client base.
  • Increasing demand for sustainable and socially responsible investment options.
  • Growing interest in passive and index funds could open new market segments for the company.
  • Potential for strategic partnerships and collaborations to enhance service offerings.

Threats

Westwood Holdings Group Inc faces certain threats that could impact its business negatively:

  • Intense competition from other financial institutions and investment management firms.
  • Regulatory changes and compliance requirements could increase operational costs.
  • Economic downturns and market volatility may affect investment performance and client confidence.
  • Technology advancements may disrupt traditional investment management models.

Westwood Holdings Group Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Westwood Holdings Group historical P/E ratio, EBIT, and P/S ratio.

Westwood Holdings Group shares outstanding

The number of shares was Westwood Holdings Group in 2023 — This indicates how many shares 8.112 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Westwood Holdings Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Westwood Holdings Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Westwood Holdings Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Westwood Holdings Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Westwood Holdings Group dividend history and estimates

In 2023, Westwood Holdings Group paid a dividend amounting to 0.6 USD. Dividend means that Westwood Holdings Group distributes a portion of its profits to its owners.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Dividend
Dividend (Estimate)
Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for Westwood Holdings Group provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Westwood Holdings Group’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Westwood Holdings Group's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Westwood Holdings Group Dividend History

DateWestwood Holdings Group Dividend
20230.6 undefined
20220.6 undefined
20212.95 undefined
20200.43 undefined
20192.88 undefined
20182.76 undefined
20172.54 undefined
20162.33 undefined
20152.07 undefined
20142.32 undefined
20132.08 undefined
20121.51 undefined
20111.42 undefined
20101.32 undefined
20091.23 undefined
20081.2 undefined
20070.9 undefined
20060.48 undefined
20050.34 undefined
20040.91 undefined

Westwood Holdings Group dividend payout ratio

In 2023, Westwood Holdings Group had a payout ratio of 246.29%. The payout ratio indicates the percentage of the company's profits that Westwood Holdings Group distributes as dividends.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Payout ratio
Details

Payout ratio

ⓘ

What is Yearly Payout Ratio?

The yearly payout ratio for Westwood Holdings Group represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Westwood Holdings Group could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Westwood Holdings Group's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Westwood Holdings Group Payout Ratio History

DateWestwood Holdings Group Payout ratio
2023246.29 %
2022-101.7 %
2021239.55 %
2020-38.39 %
2019411.43 %
201887.9 %
2017106.72 %
201684.12 %
201562.16 %
201467.25 %
201389.66 %
201291.52 %
201169.61 %
201083.54 %
2009112.84 %
200878.95 %
200770.31 %
200660.76 %
200551.52 %
2004133.82 %
Unfortunately, there are currently no price targets and forecasts available for Westwood Holdings Group.

Westwood Holdings Group latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240 -0.06  (0 %)2024 Q2
3/31/20240 0.36  (0 %)2024 Q1
12/31/20230 0.63  (0 %)2023 Q4
9/30/20230 0.77  (0 %)2023 Q3
6/30/20230 0.7  (0 %)2023 Q2
3/31/20230 0.45  (0 %)2023 Q1
12/31/20220 -0.09  (0 %)2022 Q4
1

Eulerpool ESG Scorecard© for the Westwood Holdings Group stock

Eulerpool World ESG Rating (EESG©)

72/ 100

🌱 Environment

56

👫 Social

78

🏛️ Governance

82

Environment

Scope 1 - Direct Emissions
—
Scope 2 - Indirect emissions from purchased energy
—
Scope 3 - Indirect emissions within the value chain
—
Total CO₂ emissions
—
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
❌
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
❌

Social

Percentage of female employees43
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol❌
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept❌
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement✅
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Westwood Holdings Group list of shareholders

%
Name
Stocks
Change
Date
6.45856 % Hoak & Co.600,000600,00012/8/2023
6.16324 % Allspring Global Investments, LLC572,5651523/31/2024
6.01772 % Gabelli Funds, LLC559,046-45012/31/2023
5.16915 % Casey (Brian O)480,214-3,8533/4/2024
5.06621 % Renaissance Technologies LLC470,65130,60012/31/2023
5.00451 % DePrince, Race & Zollo, Inc.464,91947,55412/31/2023
4.35293 % The Vanguard Group, Inc.404,387012/31/2023
3.77090 % North Star Investment Management Corporation350,31737,55912/31/2023
2.96495 % Byrne (Susan M)275,44403/4/2024
2.62368 % Luther King Capital Management Corp.243,740012/31/2023
1
2
3
4
5
...
10

Westwood Holdings Group Executives and Management Board

Mr. Brian Casey59
Westwood Holdings Group Chief Executive Officer, Director (since 2001)
Compensation 1.36 M
Mr. Fabian Gomez57
Westwood Holdings Group President
Compensation 824,029
Mrs. Leah Bennett55
Westwood Holdings Group President - Westwood Wealth Management
Compensation 704,187
Mr. Murray Forbes45
Westwood Holdings Group Chief Financial Officer, Senior Vice President, Treasurer
Compensation 602,556
Ms. Susan Byrne76
Westwood Holdings Group Vice Chairman of the Board, Founder (since 2001)
Compensation 259,048
1
2
3

Westwood Holdings Group Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Teton Advisors A Stock
Teton Advisors A
SupplierCustomer-0,54-0,15----
1

Most common questions regarding Westwood Holdings Group

What values and corporate philosophy does Westwood Holdings Group represent?

Westwood Holdings Group Inc represents a dedication to excellence, integrity, and personalized client service. With a strong corporate philosophy focused on long-term success, the company values strategic investments and prudent risk management. Westwood Holdings Group Inc believes in maintaining a collaborative culture that fosters a strong commitment to its clients' financial objectives. With a reputation built on trust and transparency, the company continuously strives to deliver superior investment solutions tailored to individual needs. Westwood Holdings Group Inc remains steadfast in its commitment to providing innovative strategies and exceptional client experiences, ensuring long-term growth and prosperity.

In which countries and regions is Westwood Holdings Group primarily present?

Westwood Holdings Group Inc primarily operates and serves clients in the United States.

What significant milestones has the company Westwood Holdings Group achieved?

Westwood Holdings Group Inc has achieved several significant milestones throughout its history. The company has consistently delivered strong investment performance, attracting a loyal client base. Westwood Holdings Group Inc has expanded its reach and diversified its offerings, providing investment management services to both institutional and private clients domestically and internationally. Their commitment to excellence has earned them numerous industry accolades and recognition. Additionally, Westwood Holdings Group Inc has established strategic partnerships and alliances to enhance their capabilities and broaden their market presence. With a steadfast focus on delivering superior investment solutions, Westwood Holdings Group Inc continues to make strides in the financial industry.

What is the history and background of the company Westwood Holdings Group?

Westwood Holdings Group Inc is a renowned investment management firm founded in 1983. With headquarters in Dallas, Texas, the company provides a range of investment advisory services to institutions, endowments, foundations, and wealthy individuals across the globe. Boasting a strong track record and a team of experienced professionals, Westwood Holdings Group Inc focuses on delivering long-term value by employing a disciplined investment approach. The company strives to understand clients' unique investment goals and tailor solutions accordingly. With a commitment to integrity and excellence, Westwood Holdings Group Inc has established itself as a trusted partner in the financial industry.

Who are the main competitors of Westwood Holdings Group in the market?

The main competitors of Westwood Holdings Group Inc in the market include other financial investment management companies such as BlackRock, State Street Global Advisors, and T. Rowe Price.

In which industries is Westwood Holdings Group primarily active?

Westwood Holdings Group Inc is primarily active in the financial services industry.

What is the business model of Westwood Holdings Group?

The business model of Westwood Holdings Group Inc is focused on providing investment management services to institutional investors, high net worth individuals, and mutual funds. They offer a wide range of investment strategies and tailor their services to meet the unique needs of their clients. With a team of experienced investment professionals, Westwood Holdings Group Inc aims to deliver consistent and competitive investment results. They prioritize long-term relationships, disciplined investment processes, and a client-centric approach to help clients achieve their financial goals.

What is the P/E ratio of Westwood Holdings Group 2024?

The P/E ratio cannot be calculated for Westwood Holdings Group at the moment.

What is the P/S ratio of Westwood Holdings Group 2024?

The P/S cannot be calculated for Westwood Holdings Group currently.

What is the AlleAktien quality score of Westwood Holdings Group?

The AlleAktien quality score for Westwood Holdings Group is 2/10.

What is the revenue of Westwood Holdings Group 2024?

The revenue cannot currently be calculated for Westwood Holdings Group.

How high is the profit of Westwood Holdings Group 2024?

The profit cannot currently be calculated for Westwood Holdings Group.

What is the business model of Westwood Holdings Group

Westwood Holdings Group Inc. was founded in 1983 and is based in Dallas, Texas. The company provides global investment management services for institutional investors, private clients, and financial intermediaries. The company specializes in six business areas. 1. Investment Management: Westwood Advisors, LLC is a registered investment advisor specializing in managing equity, fixed income, and commodity portfolios. The company offers a wide range of investment strategies, including dividend income, value, ESG, and quantitative. 2. Private Wealth Management: The company provides comprehensive financial and investment advice to affluent private clients. The offering includes customized investment strategies, extensive tax and estate planning, philanthropic advice, and banking solutions. 3. Trust Services: Westwood Trust is an independent trustee that offers family-oriented asset management, transfer, and education services to clients. The company also provides asset management and trust services to nonprofit organizations and businesses. 4. Institutional Advisory Services: The company offers comprehensive advisory services to institutional clients to maximize their assets and develop risk management strategies. Services include investment allocations, portfolio and risk analysis, and manager selection. 5. Retirement Plan Services: The company provides administration services for corporate retirement plans, including plan design, asset selection, fiduciary support, and educational programs for plan sponsors and employees. 6. Alternative Investments: The Westwood Alternative Investment Platform offers institutional investors access to high-quality alternative investment strategies, such as private equity, private credit, and hedge funds. The business of Westwood Holdings Group Inc. is based on a customer-oriented philosophy aimed at understanding customer needs through long-term relationships and comprehensive analysis. The product range offers a wide range of investment strategies to meet customer needs and enable strong diversification. The company is characterized by a well-founded investment philosophy focused on long-term results and supported by strong risk management. In this sense, Westwood Holdings Group Inc. is positioned as a leading financial services provider offering customized and comprehensive asset management for its clients. Westwood Holdings Group Inc. is a company with broad expertise to meet customer needs and a clear focus: securing and maximizing client wealth.

What is the Westwood Holdings Group dividend?

Westwood Holdings Group pays a dividend of 0.6 USD distributed over payouts per year.

How often does Westwood Holdings Group pay dividends?

The dividend cannot currently be calculated for Westwood Holdings Group or the company does not pay out a dividend.

What is the Westwood Holdings Group ISIN?

The ISIN of Westwood Holdings Group is US9617651040.

What is the Westwood Holdings Group WKN?

The WKN of Westwood Holdings Group is 645124.

What is the Westwood Holdings Group ticker?

The ticker of Westwood Holdings Group is WHG.

How much dividend does Westwood Holdings Group pay?

Over the past 12 months, Westwood Holdings Group paid a dividend of 0.6 USD . This corresponds to a dividend yield of about 4.75 %. For the coming 12 months, Westwood Holdings Group is expected to pay a dividend of 0.6 USD.

What is the dividend yield of Westwood Holdings Group?

The current dividend yield of Westwood Holdings Group is 4.75 %.

When does Westwood Holdings Group pay dividends?

Westwood Holdings Group pays a quarterly dividend. This is distributed in the months of December, March, July, September.

How secure is the dividend of Westwood Holdings Group?

Westwood Holdings Group paid dividends every year for the past 20 years.

What is the dividend of Westwood Holdings Group?

For the upcoming 12 months, dividends amounting to 0.6 USD are expected. This corresponds to a dividend yield of 4.75 %.

In which sector is Westwood Holdings Group located?

Westwood Holdings Group is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Westwood Holdings Group kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Westwood Holdings Group from 10/1/2024 amounting to 0.15 USD, you needed to have the stock in your portfolio before the ex-date on 8/30/2024.

When did Westwood Holdings Group pay the last dividend?

The last dividend was paid out on 10/1/2024.

What was the dividend of Westwood Holdings Group in the year 2023?

In the year 2023, Westwood Holdings Group distributed 0.6 USD as dividends.

In which currency does Westwood Holdings Group pay out the dividend?

The dividends of Westwood Holdings Group are distributed in USD.

All fundamentals about Westwood Holdings Group

Our stock analysis for Westwood Holdings Group Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Westwood Holdings Group Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.