WHG — Westwood Holdings Share Price
0.000.00%
Last trade - 00:00- $119.90m
- $68.85m
- $89.78m
- 88
- 89
- 71
- 96
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | n/a | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | n/a | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 1 | ||
| Price to Tang. Book | 2.14 | ||
| Price to Free Cashflow | n/a | ||
| Price to Sales | 1.34 | ||
| EV to EBITDA | 6.36 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 4.4% | ||
| Return on Equity | 8.24% | ||
| Operating Margin | 6.69% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 84.08 | 65.11 | 73.05 | 68.68 | 89.78 | n/a | n/a | -5.99% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -77.46 | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
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.
Directors
- Richard Frank CHM (73)
- Brian Casey PRE (57)
- Susan Byrne VCH (74)
- Murray Forbes CFO (43)
- Fabian Gomez COO (54)
- Julie Gerron SVP (53)
- Steven Paddon SVP (60)
- Randy Bowman DRC
- Ellen Masterson IND (70)
- Geoffrey Norman IND (77)
- Last Annual
- December 31st, 2023
- Last Interim
- December 31st, 2023
- Incorporated
- December 12th, 2001
- Public Since
- June 13th, 2002
- No. of Shareholders
- 190
- No. of Employees
- 145
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
- New York Stock Exchange
- Shares in Issue
- 9,330,762
- Address
- SUITE 1200, 200 CRESCENT COURT, DALLAS, 75201
- Web
- https://westwoodgroup.com/
- Phone
- +1 2147566900
- Auditors
- BDO USA, P.C.
Upcoming Events for WHG
Westwood Holdings Group Inc Annual Shareholders Meeting
Q1 2024 Westwood Holdings Group Inc Earnings Release
Q1 2024 Westwood Holdings Group Inc Earnings Call
Q2 2024 Westwood Holdings Group Inc Earnings Release
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FAQ
What is the Westwood Holdings share price?
As of Today at 19:24 UTC, shares in Westwood Holdings are trading at $12.85. This share price information is delayed by 15 minutes.
How has the Westwood Holdings share price performed this year?
Shares in Westwood Holdings last closed at $12.85 and the price had moved by +23.56% over the past 365 days. In terms of relative price strength the Westwood Holdings share price has outperformed the S&P500 Index by +2.82% over the past year.
What are the analyst and broker recommendations for Westwood Holdings?
There is no consensus recommendation for this security.
What is the Westwood Holdings dividend yield?
The Westwood Holdings dividend yield is 4.67% based on the trailing twelve month period.
Does Westwood Holdings pay a dividend?
Last year, Westwood Holdings paid a total dividend of $0.60, and it currently has a trailing dividend yield of 4.67%. We do not have any data on when Westwood Holdings is to next pay dividends.
When does Westwood Holdings next pay dividends?
We do not have data on when Westwood Holdings is to next pay dividends. The historic dividend yield on Westwood Holdings shares is currently 4.67%.
How do I buy Westwood Holdings shares?
To buy shares in Westwood Holdings you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Westwood Holdings?
As of the previous close price of $12.85, shares in Westwood Holdings had a market capitalisation of $119.90m.
Where are Westwood Holdings shares listed?
Here are the trading details for Westwood Holdings:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: WHG
What kind of share is Westwood Holdings?
Based on an overall assessment of its quality, value and momentum Westwood Holdings is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Westwood Holdings share price forecast for 2024?
We could not find analyst target price data for this security.
What is the trend in the Westwood Holdings share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Westwood Holdings. Over the past six months, its share price has outperformed the S&P500 Index by +20.41%.
As of the last closing price of $12.85, shares in Westwood Holdings were trading +13.8% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Westwood Holdings PE Ratio?
The Westwood Holdings PE ratio based on its reported earnings over the past 12 months is null. The shares last closed at $12.85.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Westwood Holdings?
Westwood Holdings' management team is headed by:
- Richard Frank - CHM
- Brian Casey - PRE
- Susan Byrne - VCH
- Murray Forbes - CFO
- Fabian Gomez - COO
- Julie Gerron - SVP
- Steven Paddon - SVP
- Randy Bowman - DRC
- Ellen Masterson - IND
- Geoffrey Norman - IND