Westwood Holdings Group, Inc.
NYQ: WHGLive Quote
About Westwood Holdings Group, Inc.
Financial Services
Asset Management
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.
📊 Fundamental Analysis
Westwood Holdings Group, Inc. demonstrates a profit margin of 7.2%, which is below the sector average, suggesting competitive pressure.
The company recently reported 5.9% revenue growth, which is above average for the Financial Services sector.
Return on Equity (ROE) is 5.7%, which suggests room for improvement in capital utilization.
At a current price of $15.96, WHG currently sits at the 32nd percentile of its 52-week range (Range: $14.51 - $18.99).
💰 Valuation Insight
WHG trades at a 68.4% premium to the sector average PE of 12.00.
🏥 Financial Health
🔴
Profit Margin
Weak
✅
Debt/Equity
Excellent
⚠️
Revenue Growth
Moderate
🔴
Return on Equity
Weak
✅
Beta (Risk)
Low Volatility
Key Financials
Market Cap
$156.17M
Trailing P/E
20.20
Forward P/E
--
Beta (5Y)
0.76
52W High
$18.99
52W Low
$14.51
Avg Volume
11K
Day High
Day Low
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