Westwood Group Stock (NYSE:WHG)


RevenueOwnershipFinancialsChartTranscripts

Previous Close

$17.59

52W Range

$14.70 - $18.99

50D Avg

$16.44

200D Avg

$16.82

Market Cap

$165.31M

Avg Vol (3M)

$13.87K

Beta

0.61

Div Yield

$0.60 (3.44%)

WHG Company Profile


Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered 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
Asset Management$74.72M$69.75M$67.39M
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

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


Q1 26May 01, 26 | 12:00 AM
Q4 25Feb 13, 26 | 12:00 AM
Q3 25Oct 30, 25 | 4:30 PM

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