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Westwood Holdings Group Inc

Financial Services US WHG

16.54USD
-0.12(0.72%)

Last update at 2026-06-03T20:00:00Z

Day Range

16.3916.68
LowHigh

52 Week Range

8.7913.80
LowHigh

Fundamentals

  • Previous Close 16.66
  • Market Cap113.42M
  • Volume9716
  • P/E Ratio26.96
  • Dividend Yield4.95%
  • EBITDA6.90M
  • Revenue TTM87.01M
  • Revenue Per Share TTM11.01
  • Gross Profit TTM 28.56M
  • Diluted EPS TTM0.46

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Analyst Recommendations

Financials

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Income before tax -5.19500M 14.00M -7.58800M 9.40M 36.46M
Minority interest - - - - -
Net income -4.62800M 9.76M -8.94700M 5.91M 26.75M
Selling general administrative 22.13M 20.63M 21.32M 22.26M 23.45M
Selling and marketing expenses 2.00M 1.28M 1.19M 2.07M 1.94M
Gross profit 28.56M 30.52M 22.97M 33.93M 62.34M
Reconciled depreciation 2.58M 2.37M 2.64M 2.62M 2.54M
Ebit 10.54M -1.48300M 5.27M 4.64M 29.83M
Ebitda 13.12M 0.89M 7.91M 6.36M 32.37M
Depreciation and amortization 2.58M 2.37M 2.64M 1.72M 2.54M
Non operating income net other -1.49500M -1.79700M 1.18M -1.85400M -2.26700M
Operating income 10.54M -1.48300M 5.27M 4.64M 35.94M
Other operating expenses 66.46M 67.09M 66.34M 77.58M 89.15M
Interest expense 5.68M 15.49M 12.86M 5.66M 2.79M
Tax provision -0.56700M 4.24M 1.36M 3.49M 9.71M
Interest income 1.23M 9.24M 3.56M 4.61M -
Net interest income - - - - -
Extraordinary items - - - - -0.11800M
Non recurring - -3.40300M -3.40300M - -
Other items - - - - -
Income tax expense -0.56700M 4.24M 1.36M 3.49M 9.71M
Total revenue 68.68M 73.05M 65.11M 84.08M 122.30M
Total operating expenses 26.34M 24.56M 24.20M 27.43M 29.19M
Cost of revenue 40.12M 42.53M 42.14M 50.15M 59.96M
Total other income expense net -15.73700M 15.49M -12.85500M 4.76M 3.31M
Discontinued operations - - - - -
Net income from continuing ops -4.62800M 9.76M -8.94700M 5.91M 26.75M
Net income applicable to common shares -4.62800M 9.76M -8.94700M 5.91M 26.75M
Preferred stock and other adjustments - - - - -
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Total assets 146.33M 139.60M 149.15M 178.71M 190.49M
Intangible assets 29.35M 11.91M 13.54M 15.26M 15.96M
Earning assets - - - - -
Other current assets 4.74M 2.25M 2.61M 2.54M 2.73M
Total liab 35.68M 21.70M 18.44M 30.42M 29.34M
Total stockholder equity 110.65M 117.91M 130.71M 148.29M 161.15M
Deferred long term liab - - - - 2.06M
Other current liab 8.67M 11.80M 8.45M 17.63M 23.18M
Common stock 0.12M 0.11M 0.10M 0.10M 0.10M
Capital stock 0.12M 0.11M 0.10M 0.10M 0.10M
Retained earnings -4.25300M 4.36M -1.69500M 10.97M 30.52M
Other liab 13.60M 1.13M 0.53M 1.30M 1.58M
Good will 35.29M 16.40M 16.40M 19.80M 19.80M
Other assets 2.69M 1.48M 1.93M 2.58M 5.10M
Cash 23.86M 15.21M 13.02M 49.77M 52.45M
Cash and equivalents 23.86M 15.21M 13.02M 49.77M 52.45M
Total current liabilities 17.42M 15.84M 11.79M 21.36M 25.70M
Current deferred revenue 1.76M - - - -
Net debt -17.79500M -9.07300M -5.17700M -40.42000M -52.44900M
Short term debt 1.50M 1.41M 1.72M 1.58M 0.00000M
Short long term debt - - - - -
Short long term debt total 6.06M 6.13M 7.84M 9.35M -
Other stockholder equity 114.79M 113.44M 132.30M 140.16M 135.41M
Property plant equipment 6.80M 6.98M 3.19M 4.15M 4.45M
Total current assets 58.04M 93.86M 96.31M 116.96M 139.74M
Long term investments 14.16M 8.97M 11.68M 12.39M 5.42M
Net tangible assets 45.96M 89.59M 100.78M 113.23M 125.38M
Short term investments 15.34M 65.02M 69.54M 50.32M 65.78M
Net receivables 14.10M 11.38M 11.15M 13.18M 18.43M
Long term debt - - - - -
Inventory - - - 1.15M 0.35M
Accounts payable 5.49M 2.64M 1.63M 2.15M 2.52M
Total permanent equity - - - - -
Noncontrolling interest in consolidated entity - - - - -
Temporary equity redeemable noncontrolling interests - - - - -
Accumulated other comprehensive income - - - -2.94300M -4.88300M
Additional paid in capital - - - - -
Common stock total equity 0.12M 0.11M 0.10M 0.10M 0.10M
Preferred stock total equity - - - - -
Retained earnings total equity -4.25300M 4.36M -1.69500M 10.97M 30.52M
Treasury stock -85.12800M -81.75000M -77.96700M -63.28100M -58.71100M
Accumulated amortization - - - - -
Non currrent assets other 0.93M 0.63M 0.46M 0.36M 50.75M
Deferred long term asset charges 1.76M 0.85M 1.47M 2.22M 5.10M
Non current assets total 88.29M 45.74M 52.84M 61.75M 50.75M
Capital lease obligations 6.06M 6.13M 7.84M 9.35M -
Long term debt total 0.00000M 0.00000M 0.00000M 0.00000M 0.00000M
Breakdown 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Type yearly yearly yearly yearly yearly
Date 2022-12-31 2021-12-31 2020-12-31 2019-12-31 2018-12-31
Investments -34.12400M 9.24M -0.00400M -3.67100M -5.42500M
Change to liabilities -1.61100M 1.01M -5.04700M -7.68200M -2.79200M
Total cashflows from investing activities -34.12400M 9.57M -0.00400M -4.84800M 3.60M
Net borrowings - - - - -
Total cash from financing activities -9.09800M -26.80600M -25.81200M -31.87000M -34.11500M
Change to operating activities -4.01700M 0.66M -4.00100M -7.05900M -1.09800M
Net income -4.62800M 9.76M -8.94700M 5.91M 26.75M
Change in cash 8.65M 2.19M -36.75000M -2.68300M -1.80000M
Begin period cash flow 15.21M 13.02M 49.77M 52.45M 54.25M
End period cash flow 23.86M 15.21M 13.02M 49.77M 52.45M
Total cash from operating activities 51.87M 19.39M -9.77000M 32.17M 31.48M
Issuance of capital stock - - - - -
Depreciation 2.58M 2.37M 2.64M 2.62M 2.54M
Other cashflows from investing activities -33.80400M 9.74M 0.09M -0.58400M 10.00M
Dividends paid -5.62500M -22.93200M -11.04300M -26.08900M 24.62M
Change to inventory - 0.37M -2.42100M -2.89000M 5.40M
Change to account receivables 0.07M -1.70200M 3.68M 5.40M 2.68M
Sale purchase of stock -3.47300M -3.87400M -14.07200M -4.80100M -8.76800M
Other cashflows from financing activities -34.12400M 9.57M -0.69700M -0.98000M -0.72600M
Change to netincome 57.31M 1.02M -9.55100M 26.52M -0.92300M
Capital expenditures 0.32M 0.18M 0.09M 1.18M 0.99M
Change receivables -0.31300M -1.70200M 3.68M 5.40M 2.68M
Cash flows other operating -1.84200M 0.04M -0.17000M -0.60800M 3.23M
Exchange rate changes 0.00500M 0.04M -1.16400M 1.86M -2.76600M
Cash and cash equivalents changes 8.65M 2.19M -36.75000M -2.68300M -1.80000M
Change in working capital -3.37100M 1.72M -1.53400M -2.88600M 3.64M
Stock based compensation 6.00M 5.83M 6.70M 10.30M 15.28M
Other non cash items 52.22M -0.92600M -9.38600M 13.31M -14.98100M
Free cash flow 51.55M 19.21M -9.86300M 31.00M 30.49M

Peer Comparison

Sector: Financial Services Industry: Asset Management

Company Change (USD) Price (USD) Trailing PE (x) Forward PE (x) Price Sales TTM (x) Price to Book Value (x) Enterprise Value to Revenue (x) Enterprise Value to EBITDA (x)
WHG
Westwood Holdings Group Inc		 -0.12 0.72% 16.54 26.96 - 1.25 0.93 0.75 9.45
BLK
BlackRock Inc		 -28.09 2.76% 990.87 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -4.63 4.03% 110.28 33.20 20.12 11.05 11.56 9.14 15.74
BN
Brookfield Corp		 -1.71 3.75% 43.88 94.78 11.89 1.35 2.37 4.58 10.79
IVSXF
Investor AB (publ)		 - -% 40.41 20.83 - 0.88 1.11 10.01 1.68

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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.

Westwood Holdings Group Inc

200 Crescent Court, Dallas, TX, United States, 75201

Key Executives

Name Title Year Born
Mr. Brian O'Connor Casey CFP, CFP CEO & Director 1963
Ms. Susan Byrne Montgomery Founder & Vice Chairman 1947
Mr. Fabian Gomez Pres NA
Mr. Murray Forbes III, CPA Sr. VP, CFO & Treasurer 1979
Ms. Julie Kramer Gerron C.F.A., CFA, J.D. Sr. VP, Gen. Counsel, Chief Compliance Officer & Corp. Sec. 1968
Mr. Steven William Paddon Head of Institutional & Marketing Services 1961
Mr. John Porter Montgomery Chief Operating Officer NA
Ms. Kellie R. Stark CFA, F.R.M. Exec. VP of Client Service & Marketing NA
Mr. Todd L. Williams C.F.A., CFA Sr. VP & Director of Equity Research NA
Ms. Leah Rebecca Bennett C.F.A., CFA Pres of Westwood Wealth Management NA

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