Market Cap | 107.90M | P/E | - | EPS this Y | - | Ern Qtrly Grth | - |
Income | 9.52M | Forward P/E | - | EPS next Y | - | 50D Avg Chg | -5.00% |
Sales | 89.78M | PEG | - | EPS past 5Y | -3.99% | 200D Avg Chg | - |
Dividend | 5.00% | Price/Book | 0.86 | EPS next 5Y | - | 52W High Chg | -24.00% |
Recommedations | - | Quick Ratio | 3.63 | Shares Outstanding | 9.33M | 52W Low Chg | 25.00% |
Insider Own | 16.14% | ROA | 1.43% | Shares Float | 5.44M | Beta | 1.25 |
Inst Own | 56.92% | ROE | 9.07% | Shares Shorted/Prior | 6.74K/14.87K | Price | 11.80 |
Gross Margin | 41.06% | Profit Margin | 10.60% | Avg. Volume | 9,367 | Target Price | - |
Oper. Margin | 11.75% | Earnings Date | May 1 | Volume | 6,043 | Change | -1.67% |
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. operates as a subsidiary of WHG GP Holdco, LLP.
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Montgomery John Porter | Chief Operating Offi.. Chief Operating Officer | Sep 06 | Sell | 9.97 | 1,667 | 16,620 | 75,816 | 09/12/23 |
Bennett Leah | President-Westwood W.. President-Westwood Wealth Mgmt | Aug 09 | Sell | 10.9735 | 850 | 9,327 | 37,962 | 08/11/23 |
Lockridge Matthew | Head, U.S. Value Inv.. Head, U.S. Value Inv. | Mar 07 | Sell | 13.42 | 1,500 | 20,130 | 77,904 | 03/10/23 |
Lockridge Matthew | Head, U.S. Value Inv.. Head, U.S. Value Inv. | Mar 06 | Sell | 13.9063 | 3,000 | 41,719 | 79,404 | 03/08/23 |
Lockridge Matthew | Head, U.S. Value Inv.. Head, U.S. Value Inv. | Feb 22 | Sell | 11.7 | 6,713 | 78,542 | 52,828 | 02/24/23 |
JCP Investment Management, LLC | - - | Jun 09 | Sell | 15.69 | 24,000 | 376,560 | 16,795 | 06/13/22 |
Bennett Leah | President-Westwood W.. President-Westwood Wealth Mgmt | Jun 01 | Sell | 14.95 | 3,000 | 44,850 | 27,348 | 06/08/22 |
CASEY BRIAN O | President & CEO President & CEO | Nov 01 | Buy | 17.25 | 3,022 | 52,130 | 366,217 | 11/03/21 |