Westwood Group Stock (NYSE:WHG)


RevenueOwnershipFinancialsChartTranscripts

Previous Close

$15.34

52W Range

$14.37 - $18.99

50D Avg

$17.12

200D Avg

$16.92

Market Cap

$151.56M

Avg Vol (3M)

$11.60K

Beta

0.77

Div Yield

$0.60 (3.75%)

WHG Company 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.

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Industry

Financial - Capital Markets

Sector

Financial Services

Exchange

NYSE

ADR

-

Country

US

Employees

151

IPO Date

Jun 13, 2002

Website

WHG Performance


Revenue Breakdown


Revenue Breakdown by Product/Service

Product/ServiceDec 25Dec 24Dec 23
Trust performance-based fees$260.00K$482.00K$349.00K
Investment Performance$874.00K$1.39M$1.26M
Fiduciary and Trust$21.56M$21.42M$20.24M
Asset Management$74.72M$69.75M$67.39M

Fiscal year ends in Dec 25 | Currency in USD

WHG Financial Summary


Dec 25Dec 24Dec 23
Revenue$97.76M$94.72M$89.78M
Operating Income$6.91M$830.00K$6.00M
Net Income$7.08M$2.21M$10.57M
EBITDA$14.12M$10.46M$8.27M
Basic EPS$0.84$0.27$1.20
Diluted EPS$0.79$0.26$1.17

Fiscal year ends in Dec 25 | Currency in USD

Latest Earnings Call Transcripts


Q4 25Feb 13, 26 | 4:30 PM
Q3 25Oct 30, 25 | 4:30 PM
Q2 25Aug 08, 25 | 4:30 PM

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