Westwood Holdings Group, Inc. (WHG)

US — Financial Services Sector
Peers: IHIT  JHAA  CBH  CXH  EOT  VTN  VCV  GNT  NQP  VKI  PNF  VPV  MHN  NAN  VKQ  VGM  IQI  VMO  CXE  IHTA 

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Key Metrics & Ratings

  • symbol WHG
  • Rev/Share 11.566
  • Book/Share 14.7065
  • PB 1.1142
  • Debt/Equity 0.0
  • CurrentRatio 0.0
  • ROIC 0.0107

 

  • MktCap 151106645.0
  • FreeCF/Share 2.3476
  • PFCF 7.7982
  • PE 270.2653
  • Debt/Assets 0.0
  • DivYield 0.0372
  • ROE 0.0041

 

  • Rating C+
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 5
  • P/B Score 2
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
No ratings available.

News

Westwood Holdings Group Names Jan Ryan to Its Board of Directors
WHG
Published: June 03, 2025 by: GlobeNewsWire
Sentiment: Neutral

DALLAS, June 03, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, today announced the appointment of Jan Ryan to its Board of Directors. Based in Austin, Texas, Ms.

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image for news Westwood Holdings Group Names Jan Ryan to Its Board of Directors
Randy A. Bowman Appointed Chairman of the Board at Westwood Holdings Group
WHG
Published: May 09, 2025 by: GlobeNewsWire
Sentiment: Neutral

DALLAS, May 09, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) (“Westwood”), a publicly traded investment management boutique, trust and wealth services firm, is pleased to announce that Randy A. Bowman has been elected as the new Chairman of its Board of Directors.

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image for news Randy A. Bowman Appointed Chairman of the Board at Westwood Holdings Group
Westwood Celebrates One-Year Anniversary of Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI)
WHG
Published: April 30, 2025 by: GlobeNewsWire
Sentiment: Neutral

DALLAS, April 30, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) , a boutique asset management, trust and wealth services firm, is pleased to celebrate the one-year anniversary of the Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI) (“WEEI” or the “Fund”). Since its launch, WEEI has gained strong traction among income-seeking investors, delivering on its objective of providing a steady stream of income with an annualized distribution rate of 11.9%1 as of March 28, 2025.

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image for news Westwood Celebrates One-Year Anniversary of Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI)
Westwood Launches Global ETF Aimed at Limiting Exposure to Authoritarian Regimes by Licensing TOBAM Index
WHG
Published: March 27, 2025 by: GlobeNewsWire
Sentiment: Neutral

DALLAS, March 27, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly traded investment management boutique and wealth management firm, today announced the launch of the Westwood LBRTY Global Equity ETF (NYSE: BFRE). The latest Westwood Exchange-Traded-Fund (ETF) offers a distinctive, data-driven approach to global equity investing by seeking to limit exposure to authoritarian regimes while maintaining broad market exposure.

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image for news Westwood Launches Global ETF Aimed at Limiting Exposure to Authoritarian Regimes by Licensing TOBAM Index
Westwood Holdings Group, Inc. (WHG) Q4 2024 Earnings Conference Call Transcript
WHG
Published: February 12, 2025 by: Seeking Alpha
Sentiment: Neutral

Westwood Holdings Group, Inc. (NYSE:WHG ) Q4 2024 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Operator Good day and thank you for standing by. Welcome to the 4Q 2024 Westwood Holdings Group Inc. Earnings Conference Call.

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image for news Westwood Holdings Group, Inc. (WHG) Q4 2024 Earnings Conference Call Transcript

About Westwood Holdings Group, Inc. (WHG)

  • IPO Date 2002-06-13
  • Website https://www.westwoodgroup.com
  • Industry Financial - Capital Markets
  • CEO Mr. Brian O'Connor Casey CFP
  • Employees 151

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.