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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)89.78m
- Net income in USD9.52m
- 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
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- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen CA Select Tax-Free Income Portfol | -100.00bn | -100.00bn | 82.26m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Siebert Financial Corp | 65.55m | 5.88m | 82.30m | 117.00 | 13.31 | 1.17 | 13.11 | 1.26 | 0.1563 | 0.1563 | 1.86 | 1.78 | 0.073 | -- | 0.8684 | 560,230.80 | 0.5929 | 0.5463 | 7.69 | 10.85 | 94.89 | -- | 8.12 | 8.24 | -- | 14.56 | 0.8522 | -- | -25.78 | 30.75 | -139.30 | -- | 21.72 | -- |
| MDB Capital Holdings LLC | 6.05m | -6.97m | 84.85m | 40.00 | -- | 2.27 | -- | 14.04 | -0.7281 | -0.7281 | 0.7099 | 4.01 | 0.176 | -- | 7.15 | 151,125.80 | -22.45 | -- | -25.57 | -- | -- | -- | -127.57 | -- | -- | -- | 0.00 | -- | 395.91 | -- | -31.14 | -- | -- | -- |
| TOP Financial Group Ltd | 11.69m | 5.23m | 92.54m | 11.00 | 16.49 | 2.24 | 17.60 | 7.92 | 0.1516 | 0.1516 | 0.3423 | 1.11 | 0.2867 | -- | 2.29 | 1,062,483.00 | 12.82 | -- | 14.22 | -- | 77.73 | -- | 44.72 | -- | -- | -- | 0.00 | -- | 23.98 | -- | -2.68 | -- | -- | -- |
| Heritage Global Inc | 60.55m | 12.48m | 92.89m | 82.00 | 7.52 | 1.52 | 7.15 | 1.53 | 0.3324 | 0.3324 | 1.61 | 1.64 | 0.8034 | 4.28 | 41.78 | 738,353.70 | 16.55 | 18.86 | 20.83 | 26.16 | 65.76 | 64.48 | 20.60 | 24.02 | 1.44 | -- | 0.1058 | 0.00 | 29.06 | 20.67 | -19.48 | 27.17 | 21.02 | -- |
| Nuveen Massachusetts Qlty Mncpl Incm Fnd | -100.00bn | -100.00bn | 98.19m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Flahrty & Crmrn Pref and Incm Opp Fd Inc | -100.00bn | -100.00bn | 106.45m | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Nuveen Select Maturities Municipal Fund | 4.44m | 3.29m | 110.66m | -- | 33.68 | 0.9286 | -- | 24.92 | 0.264 | 0.264 | 0.3567 | 9.57 | 0.0369 | -- | 7.59 | -- | 2.73 | -- | 2.75 | -- | 85.75 | -- | 73.99 | -- | -- | 8.30 | 0.00 | -- | 1.29 | -- | 107.38 | -- | -- | -- |
| Western Asset Inv Grade Income Fund Inc | -100.00bn | -100.00bn | 113.75m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Garden Stage Ltd | 3.26m | -207.17k | 115.08m | 12.00 | -- | 55.80 | -- | 35.31 | -0.014 | -0.014 | 0.221 | 0.132 | -- | -- | -- | 271,608.30 | -- | -- | -- | -- | 93.84 | -- | -6.36 | -- | -- | -- | 0.00 | -- | 41.31 | -- | 59.45 | -- | -- | -- |
| Binah Capital Group Inc | 0.00 | -3.24m | 118.95m | 0.00 | -- | -- | -- | -- | -0.5020 | -0.5020 | 0.00 | -1.46 | 0.00 | -- | -- | -- | -29.70 | -- | -56.62 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 403.37 | -- | -- | -- |
| Westwood Holdings Group, Inc. | 89.78m | 9.52m | 120.18m | 145.00 | 11.01 | 0.9778 | 7.81 | 1.34 | 1.17 | 1.17 | 11.07 | 13.17 | 0.5954 | -- | 6.35 | 619,179.30 | 7.01 | 1.60 | 8.03 | 1.81 | -- | -- | 11.77 | 3.33 | -- | -- | 0.00 | 322.70 | 30.72 | -5.99 | 305.70 | -18.74 | -31.73 | -26.30 |
| Solowin Holdings Ltd | 5.93m | 2.80m | 151.06m | 16.00 | 50.78 | 13.84 | 53.61 | 25.49 | 0.2125 | 0.2125 | 0.4515 | 0.7794 | 0.4779 | -- | 103.98 | 370,437.50 | 22.55 | -- | 43.98 | -- | -- | -- | 47.19 | -- | -- | -- | -- | -- | 36.76 | -- | 237.79 | -- | -- | -- |
| Putnam Master Intermediate Income Trust | 9.55m | 2.66m | 152.07m | -- | 59.98 | 0.9372 | -- | 15.93 | 0.0519 | 0.0519 | 0.1966 | 3.32 | 0.0265 | -- | 0.3427 | -- | 0.7373 | -0.3165 | 1.21 | -0.4765 | 98.00 | 98.17 | 27.85 | -12.08 | -- | 1.53 | 0.00 | -- | -16.39 | -10.28 | 117.52 | -24.06 | -- | -2.39 |
| Nuveen New York Municipal Value Fund | 7.14m | 2.90m | 154.30m | -- | 53.22 | 0.9214 | -- | 21.60 | 0.1535 | 0.1535 | 0.3783 | 8.87 | 0.0416 | -- | 2.77 | -- | 1.69 | 0.9442 | 1.72 | 0.9476 | 87.98 | 86.75 | 40.58 | 24.95 | -- | 1.88 | 0.00 | 345.53 | 14.93 | 0.9362 | -12,225.98 | -- | -- | -3.31 |
| Brookfield Oaktree Holdings LLC | 267.33m | 193.86m | 156.89m | 1.18k | 12.03 | 1.88 | 0.3059 | 0.5869 | 1.81 | 1.81 | 2.51 | 14.06 | 0.0405 | -- | 1.21 | 225,972.10 | 8.18 | 5.40 | 17.34 | 7.73 | 49.56 | 69.10 | 202.06 | 73.67 | -- | -- | 0.1652 | 81.15 | -45.73 | -28.05 | 9.94 | -1.69 | -- | -- |
Data as of Apr 24 2024. Currency figures normalised to Westwood Holdings Group Inc's reporting currency: US Dollar USD
39.55%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Allspring Global Investments LLCas of 31 Mar 2024 | 571.96k | 6.31% |
| Renaissance Technologies LLCas of 31 Dec 2023 | 470.65k | 5.19% |
| DePrince, Race & Zollo, Inc.as of 31 Dec 2023 | 464.92k | 5.13% |
| GAMCO Asset Management, Inc.as of 31 Dec 2023 | 448.50k | 4.95% |
| The Vanguard Group, Inc.as of 31 Dec 2023 | 401.77k | 4.43% |
| North Star Investment Management Corp.as of 31 Dec 2023 | 350.32k | 3.87% |
| Luther King Capital Management Corp.as of 31 Dec 2023 | 243.74k | 2.69% |
| Dimensional Fund Advisors LPas of 31 Dec 2023 | 234.29k | 2.59% |
| Russell Investment Management LLCas of 31 Dec 2023 | 207.63k | 2.29% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 190.60k | 2.10% |
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Data from 31 Dec 2023 - 31 Mar 2024Source: FactSet Research Systems Inc.
