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About the company
Westwood Holdings Group, Inc. (Westwood) is a holding company. The Company operates through two segments: Advisory and Trust. The Company, through its subsidiaries, manages investment assets and provides services for its clients. Its subsidiaries include Westwood Management Corp. and Westwood Advisors, LLC (together, Westwood Management), Westwood International Advisors Inc. (Westwood International) and Westwood Trust. The Company's advisory segment includes Westwood Management and Westwood International, and encompasses three distinct investment teams: the United States Value Team, the Global Convertible Securities Team, and the Global and Emerging Markets Equity Team. The Company, through Westwood Trust, provides fiduciary and investment services to high net worth individuals and families, non-profit endowments and foundations, public and private retirement plans and individual retirement accounts (IRAs).
- Revenue in USD (TTM)71.05m
- Net income in USD2.19m
- Incorporated2001
- Employees165.00
- LocationWestwood Holdings Group Inc200 Crescent Ct Ste 1200DALLAS 75201-1807United StatesUSA
- Phone+1 (214) 756-6900
- Fax+1 (214) 756-6979
- Websitehttps://westwoodgroup.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Teton Advisors, Inc. | 17.16m | -4.25m | 50.02m | 20.00 | -- | 2.67 | -- | 2.92 | -3.37 | -3.37 | 13.58 | 15.52 | 0.6668 | -- | 12.95 | 857,916.50 | -16.53 | 12.16 | -19.12 | 13.85 | 88.37 | 89.77 | -24.79 | 11.47 | -- | -- | 0.00 | 7.67 | -26.11 | 1.66 | -216.60 | -- | -- | 31.95 |
| Jupai Holdings Ltd (ADR) | 77.84m | -16.03m | 58.33m | 911.00 | -- | 0.337 | -- | 0.7493 | -0.477 | -0.477 | 2.32 | 5.13 | 0.3134 | -- | 51.61 | 85,444.35 | -6.95 | 3.90 | -9.10 | 5.34 | 38.48 | 52.48 | -22.18 | 6.52 | -- | -- | 0.00 | 110.99 | -40.37 | 26.96 | 57.53 | -- | 10.80 | -- |
| Garrison Capital Inc | 34.27m | -53.79m | 58.74m | -- | -- | 0.5838 | -- | 1.71 | -3.35 | -3.35 | 2.13 | 6.27 | 0.0768 | -- | 8.65 | -- | -12.06 | -0.9953 | -12.24 | -1.02 | 48.69 | 58.34 | -156.99 | -10.84 | -- | 0.1631 | 0.7257 | -- | 2.42 | -4.67 | -1,100.19 | -- | -- | -9.71 |
| Hennessy Advisors Inc | 36.19m | 8.78m | 67.70m | 19.00 | 7.91 | 0.8728 | 7.51 | 1.87 | 1.18 | 1.18 | 4.87 | 10.68 | 0.3585 | -- | 12.54 | 1,904,790.00 | 8.70 | 16.68 | 9.34 | 18.98 | 77.51 | 81.76 | 24.26 | 30.98 | -- | 18.84 | 0.00 | 15.27 | -21.75 | 4.35 | -55.19 | 7.55 | -36.61 | 35.91 |
| Scully Royalty Ltd | 86.04m | -14.09m | 69.43m | 80.00 | -- | 0.2585 | -- | 0.8069 | -1.12 | -1.12 | 6.86 | 21.40 | 0.2242 | 14.00 | 23.84 | 1,075,538.00 | -3.64 | -6.11 | -3.89 | -8.42 | 14.75 | 4.96 | -16.25 | -6.74 | 5.33 | -- | 0.0999 | -- | -18.95 | -39.57 | -116.52 | -- | -52.46 | -- |
| Manning and Napier Inc | 128.37m | 2.79m | 69.66m | 307.00 | 60.93 | 0.9172 | 5.53 | 0.5427 | 0.0703 | 0.0703 | 3.31 | 4.67 | 0.7115 | -- | 10.88 | 418,127.00 | 4.90 | 27.00 | 5.74 | 30.36 | -- | -- | 6.89 | 27.89 | -- | -- | 0.0024 | 68.12 | -15.70 | -19.29 | -54.22 | -31.23 | -7.80 | -34.02 |
| Heritage Global Inc | 22.55m | 3.87m | 74.14m | 46.00 | 19.76 | 5.26 | 17.64 | 3.29 | 0.1276 | 0.1276 | 0.7464 | 0.4797 | 0.972 | 8.02 | 9.66 | 490,304.30 | 16.68 | -1.61 | 29.64 | -3.20 | 79.58 | 69.10 | 17.16 | -1.38 | 0.788 | -- | 0.0167 | -- | 10.58 | 5.54 | 3.95 | -- | -1.80 | -- |
| Gabelli Global Utility & Income Trust | 3.99m | -14.47m | 86.57m | -- | -- | 1.01 | -- | 21.67 | -2.69 | -2.69 | 0.7437 | 28.01 | 0.0247 | -- | 9.98 | -- | -6.77 | 4.71 | -6.82 | 4.75 | 74.38 | 77.41 | -274.57 | 177.44 | -- | 0.1921 | 0.00 | -- | 28.59 | -1.52 | 285.10 | 37.41 | -- | -- |
| Westwood Holdings Group, Inc. | 71.05m | 2.19m | 95.85m | 165.00 | 48.07 | 0.7239 | 19.68 | 1.35 | 0.2361 | 0.2361 | 8.55 | 15.68 | 0.4347 | -- | 5.82 | 430,618.20 | 1.34 | 11.61 | 1.45 | 14.04 | -- | -- | 3.08 | 17.83 | -- | -- | 0.00 | 104.83 | -31.25 | -5.78 | -78.00 | -26.33 | 19.75 | 9.61 |
| Arlington Asset Investment Corp | 12.92m | -67.34m | 101.61m | 11.00 | -- | 0.487 | -- | 7.86 | -1.84 | -1.84 | 0.3515 | 6.69 | 0.0053 | -- | 0.0405 | 1,174,909.00 | -2.65 | -0.8343 | -17.87 | -7.06 | -390.57 | 7.11 | -497.24 | -56.64 | -- | -- | 0.677 | -- | 1,667.03 | 8.00 | 112.06 | 7.52 | -- | -19.27 |
| Siebert Financial Corp. | 42.52m | 3.08m | 108.21m | 132.00 | 32.81 | 3.03 | 24.23 | 2.54 | 0.1076 | 0.1076 | 1.47 | 1.17 | 0.152 | -- | 0.9961 | 322,143.90 | 1.10 | 2.87 | 11.23 | 6.16 | 60.71 | -- | 7.25 | 10.18 | -- | 14.30 | 0.8241 | -- | -4.80 | 12.52 | -69.85 | -- | 108.69 | -- |
| MMA Capital Holdings Inc | 6.06m | 68.31m | 133.82m | 0.00 | 2.01 | 0.4875 | -- | 22.10 | 11.65 | 11.65 | 1.04 | 48.12 | 0.0142 | -- | 9.90 | -- | 16.02 | 1.49 | 16.16 | 1.89 | 97.66 | 89.99 | 1,127.97 | 41.45 | -- | -- | 0.4722 | 0.00 | -25.59 | -26.70 | 293.77 | 177.83 | -- | -- |
Data as of Sep 18 2020. Currency figures normalised to Westwood Holdings Group Inc's reporting currency: US Dollar USD
49.73%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Renaissance Technologies LLCas of 30 Jun 2020 | 679.56k | 8.05% |
| BlackRock Fund Advisorsas of 30 Jun 2020 | 625.71k | 7.41% |
| Wells Capital Management, Inc.as of 30 Jun 2020 | 601.25k | 7.12% |
| The Vanguard Group, Inc.as of 30 Jun 2020 | 547.94k | 6.49% |
| GAMCO Asset Management, Inc.as of 30 Jun 2020 | 530.32k | 6.28% |
| DePrince, Race & Zollo, Inc.as of 30 Jun 2020 | 376.00k | 4.45% |
| Dimensional Fund Advisors LPas of 30 Jun 2020 | 368.12k | 4.36% |
| Hotchkis & Wiley Capital Management LLCas of 30 Jun 2020 | 197.62k | 2.34% |
| SSgA Funds Management, Inc.as of 30 Jun 2020 | 154.59k | 1.83% |
| Geode Capital Management LLCas of 30 Jun 2020 | 118.48k | 1.40% |
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Data from 30 Jun 2020 - 30 Jun 2020Source: FactSet Research Systems Inc.
