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About the company
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.
- Revenue in USD (TTM)92.37m
- Net income in USD2.73m
- Incorporated2001
- Employees145.00
- LocationWestwood Holdings Group IncSUITE 1200, 200 CRESCENT COURTDALLAS 75201United StatesUSA
- Phone+1 (214) 756-6900
- Fax+1 (214) 756-6979
- Websitehttps://westwoodgroup.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Western Asset Global High Income Fnd Inc | -100.00bn | -100.00bn | 151.57m | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| RF Acquisition Corp II | -100.00bn | -100.00bn | 153.05m | -- | -- | 1.34 | -- | -- | -- | -- | -- | 7.63 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| Western Asset Municipal Hgh Incm Fnd Inc | -100.00bn | -100.00bn | 153.07m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Hennessy Capital Investment Corp VI | 0.00 | -16.40m | 154.02m | -- | -- | 9.48 | -- | -- | -1.05 | -1.05 | 0.00 | 1.11 | 0.00 | -- | -- | -- | -7.94 | -- | -11.67 | -- | -- | -- | -- | -- | -- | -3.49 | 0.3808 | -- | -- | -- | -58.19 | -- | -- | -- |
| Morgan Stanley Emerging Mkt Debt FundInc | -100.00bn | -100.00bn | 154.66m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Westwood Holdings Group, Inc. | 92.37m | 2.73m | 154.84m | 145.00 | 51.22 | 1.31 | 20.79 | 1.68 | 0.326 | 0.326 | 11.09 | 12.77 | 0.6112 | -- | 6.65 | 637,020.70 | 1.78 | 1.60 | 2.03 | 1.81 | -- | -- | 2.92 | 3.33 | -- | -- | 0.00 | 322.70 | 30.72 | -5.99 | 305.70 | -18.74 | -31.73 | -26.30 |
| ESH Acquisition Corp | 0.00 | 4.09m | 156.45m | -- | 38.27 | 1.27 | -- | -- | 0.2788 | 0.2788 | 0.00 | 8.42 | 0.00 | -- | -- | -- | 3.36 | -- | 3.37 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -- | -- | 10,099.49 | -- | -- | -- |
| BlackRock MuniYield Pennsylvan Qulty Fnd | -100.00bn | -100.00bn | 156.56m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Portman Ridge Finance Corp | 65.83m | 3.60m | 156.90m | 0.00 | 45.72 | 0.9019 | -- | 2.38 | 0.3725 | 0.3725 | 7.06 | 18.88 | 0.1304 | -- | 30.34 | -- | 0.7133 | 1.37 | 0.7306 | 1.40 | 54.17 | 57.26 | 5.47 | 12.02 | -- | 1.16 | 0.5849 | 259.35 | 9.63 | 23.02 | 154.21 | -- | -- | -7.22 |
| Nuveen New York Municipal Value Fund | 7.54m | 10.07m | 156.94m | -- | 15.58 | 0.9168 | -- | 20.82 | 0.5333 | 0.5333 | 0.3992 | 9.06 | 0.0444 | -- | 2.48 | -- | 5.93 | 1.31 | 5.95 | 1.32 | 88.39 | 86.98 | 133.59 | 34.31 | -- | -- | 0.00 | 281.38 | 8.03 | 3.19 | 177.15 | 8.52 | -- | -1.49 |
| Special Opportunities Fund Inc | -100.00bn | -100.00bn | 157.19m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Gabelli Healthcare & WellnessRx Trust | 3.79m | -5.48m | 157.52m | -- | -- | 0.8978 | -- | 41.57 | -0.3582 | -0.3582 | 0.2458 | 11.25 | 0.0153 | -- | 2.78 | -- | -2.21 | 5.04 | -2.22 | 5.10 | -49.75 | -24.75 | -144.67 | 383.38 | -- | -0.7134 | 0.2378 | 86.36 | -1.92 | -5.00 | 100.89 | -- | -- | 2.90 |
| FTAC Emerald Acquisition Corp | 0.00 | -1.20m | 157.70m | -- | -- | 3.54 | -- | -- | -0.0845 | -0.0845 | 0.00 | 3.11 | 0.00 | -- | -- | -- | -1.11 | -- | -1.16 | -- | -- | -- | -- | -- | -- | -- | 0.0822 | -- | -- | -- | 298.26 | -- | -- | -- |
| Putnam Master Intermediate Income Trust | 11.14m | 10.05m | 157.93m | -- | 15.56 | 0.9351 | -- | 14.18 | 0.2075 | 0.2075 | 0.232 | 3.45 | 0.0267 | -- | 0.2084 | -- | 2.41 | -0.3165 | 3.56 | -0.4765 | 98.45 | 98.17 | 90.27 | -12.08 | -- | -- | 0.00 | -- | -16.39 | -10.28 | 117.52 | -24.06 | -- | -2.39 |
| IB Acquisition Corp | -100.00bn | -100.00bn | 158.44m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -1,079.31 | -- | -- | -- |
| Credit Suisse Asset Management In FndInc | 18.01m | 20.77m | 158.73m | 6.00 | 7.61 | 1.01 | -- | 8.81 | 0.3915 | 0.3915 | 0.3392 | 2.96 | 0.0812 | -- | 3.48 | -- | 9.36 | 4.81 | 9.98 | 5.03 | 76.10 | 83.66 | 115.29 | 71.63 | -- | -- | 0.2497 | 122.45 | 16.70 | 0.2784 | 216.09 | -- | -- | 0.2237 |
Data as of Nov 22 2024. Currency figures normalised to Westwood Holdings Group Inc's reporting currency: US Dollar USD
38.60%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Allspring Global Investments LLCas of 30 Sep 2024 | 583.62k | 6.29% |
| DePrince, Race & Zollo, Inc.as of 02 Oct 2024 | 478.28k | 5.15% |
| GAMCO Asset Management, Inc.as of 30 Sep 2024 | 446.70k | 4.81% |
| Renaissance Technologies LLCas of 30 Sep 2024 | 432.33k | 4.66% |
| The Vanguard Group, Inc.as of 30 Sep 2024 | 401.77k | 4.33% |
| North Star Investment Management Corp.as of 30 Sep 2024 | 358.98k | 3.87% |
| Russell Investment Management LLCas of 30 Sep 2024 | 280.34k | 3.02% |
| Dimensional Fund Advisors LPas of 30 Sep 2024 | 231.50k | 2.49% |
| BlackRock Fund Advisorsas of 30 Sep 2024 | 185.61k | 2.00% |
| Luther King Capital Management Corp.as of 30 Sep 2024 | 184.99k | 1.99% |
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
