down arrow

Westwood Holdings Group, Inc.

  • Market Cap: Micro Cap
  • Industry: Capital Markets
  • ISIN: US9617651040
USD
16.45
-0.1 (-0.6%)

Dec 04

NYS

 Click here to see other stocks
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

16.3816.54

52 Week

13.4918.97
Valuation
Technical
Day's Volume

CASH

2.79 k

Shareholding (Mar 2025)

FII

2.08%

Held by 20 FIIs

DII

78.94%

Held by 20 DIIs

Promoter

0.00%

How big is Westwood Holdings Group, Inc.?

22-Jun-2025

As of Jun 18, Westwood Holdings Group, Inc. has a market capitalization of 185.05 million, with net sales of 96.33 million and a net profit of 0.53 million for the latest four quarters. The balance sheet shows shareholder's funds of 120.29 million and total assets of 153.44 million.

As of Jun 18, Westwood Holdings Group, Inc. has a market capitalization of 185.05 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the company reported net sales of 96.33 million and a net profit of 0.53 million for the latest four quarters.<BR><BR>As of Dec 24, the balance sheet shows shareholder's funds of 120.29 million and total assets of 153.44 million.

Read More

What does Westwood Holdings Group, Inc. do?

22-Jun-2025

Westwood Holdings Group, Inc. is a holding company in the Capital Markets industry that manages investment assets and offers advisory and trust services. As of March 2025, it has a market cap of $185.05 million, with net sales of $24 million and a net profit of $0 million.

Overview:<BR>Westwood Holdings Group, Inc. is a holding company operating in the Capital Markets industry, managing investment assets and providing advisory and trust services.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 24 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 0 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 185.05 Million (Micro Cap) <BR><BR>Key Metrics:<BR>P/E: 180.00 <BR>Dividend Yield: 297.74% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 0.33% <BR>Price to Book: 1.55 <BR><BR>Contact Details:<BR>Address: 200 Crescent Ct Ste 1200, DALLAS TX 75201-1807 <BR>Tel: 1 214 7566900 <BR>Fax: 1 214 7566979 <BR>Website: https://westwoodgroup.com/

Read More

Who are in the management team of Westwood Holdings Group, Inc.?

22-Jun-2025

As of March 2022, the management team of Westwood Holdings Group, Inc. includes Richard Frank (Independent Chairman), Brian Casey (President and CEO), Susan Byrne (Vice Chairman and Founder), Ellen Masterson, Geoffrey Norman, and Raymond Wooldridge (all Independent Directors). They are responsible for the company's strategic direction and governance.

As of March 2022, the management team of Westwood Holdings Group, Inc. includes the following individuals:<BR><BR>- Mr. Richard Frank, Independent Chairman of the Board<BR>- Mr. Brian Casey, President, Chief Executive Officer, and Director<BR>- Ms. Susan Byrne, Vice Chairman of the Board and Founder<BR>- Ms. Ellen Masterson, Independent Director<BR>- Mr. Geoffrey Norman, Independent Director<BR>- Mr. Raymond Wooldridge, Independent Director<BR><BR>This team plays a crucial role in guiding the company's strategic direction and governance.

Read More

Is Westwood Holdings Group, Inc. technically bullish or bearish?

20-Sep-2025

As of September 12, 2025, Westwood Holdings Group, Inc. shows a mildly bullish technical trend with mixed signals, having underperformed the S&P 500 recently but outperformed it year-to-date and over the past year.

As of 12 September 2025, the technical trend for Westwood Holdings Group, Inc. has changed from bullish to mildly bullish. The weekly MACD and KST indicators are bullish, while the monthly MACD is also bullish. The Bollinger Bands show a bullish stance on the weekly and a mildly bullish stance on the monthly. However, the Dow Theory indicates a mildly bearish trend on the weekly. The daily moving averages are mildly bullish, and the OBV shows a mildly bearish trend weekly but mildly bullish monthly.<BR><BR>In terms of performance, the stock has underperformed the S&P 500 over the past week and month, with returns of -1.50% and -5.16% compared to 1.05% and 2.33% for the index, respectively. However, year-to-date and over the past year, the stock has outperformed the S&P 500 with returns of 17.92% versus 12.22% and 35.90% versus 17.14%, respectively. Overall, the current technical stance is mildly bullish, but the mixed signals suggest caution.

Read More

Is Westwood Holdings Group, Inc. overvalued or undervalued?

05-Nov-2025

As of October 31, 2025, Westwood Holdings Group, Inc. is fairly valued with a P/E ratio of 180, an EV to EBITDA ratio of 14.88, and a Price to Book Value of 1.51, but it trades at a premium compared to peers like BlackRock Capital Investment Corp. and Medallion Financial Corp., and its 12.61% return over the past year lags behind the S&P 500's 19.89% return.

As of 31 October 2025, the valuation grade for Westwood Holdings Group, Inc. moved from very expensive to fair. The company appears to be fairly valued based on its current metrics. The P/E ratio stands at 180, while the EV to EBITDA ratio is 14.88, and the Price to Book Value is 1.51. <BR><BR>In comparison to its peers, BlackRock Capital Investment Corp. has a P/E ratio of 10.18, and Medallion Financial Corp. has a P/E of 6.39, indicating that Westwood is trading at a premium relative to these companies. Additionally, the company's return over the past year was 12.61%, which is lower than the S&P 500's return of 19.89%, suggesting that while the stock has performed well, it has not kept pace with the broader market.

Read More
iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.

Dashboard
1

With a growth in Net Profit of 113.18%, the company declared Very Positive results in Jun 25

  • PRE-TAX PROFIT(Q) At USD 1.47 MM has Grown at 472.32%
  • NET PROFIT(Q) At USD 1.02 MM has Grown at 929.29%
  • DIVIDEND PAYOUT RATIO(Y) Highest at 129.76%
2

With ROE of 0.33%, it has a fair valuation with a 1.51 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 202 Million (Micro Cap)

stock-summary
P/E

180.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

272.32%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

3.04%

stock-summary
Price to Book

1.68

Revenue and Profits:
Net Sales:
23 Million
(Quarterly Results - Jun 2025)
Net Profit:
1 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-5.62%
0%
-5.62%
6 Months
8.72%
0%
8.72%
1 Year
4.91%
0%
4.91%
2 Years
46.22%
0%
46.22%
3 Years
45.96%
0%
45.96%
4 Years
-1.67%
0%
-1.67%
5 Years
21.58%
0%
21.58%

Westwood Holdings Group, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

Is Westwood Holdings Group, Inc. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Westwood Holdings Group, Inc. moved from very expensive to fair. The company appears to be fairly valued based on its current metrics. The P/E ratio stands at 180, while the EV to EBITDA ratio is 14.88, and the Price to Book Value is 1.51. In comparison to its peers, BlackRock Capital Investment Corp. has a P/E ratio of 10.18, and Medallion Financial Corp. has a P/E of 6.39, indicating that Westwood is trading at a premium relative to these companies. Additionally, the company's return over the past year was 12.61%, which is lower than the S&P 500's return of 19.89%, suggesting that while the stock has performed well, it has not kept pace with the broader market....

Read More

Is Westwood Holdings Group, Inc. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Westwood Holdings Group, Inc. moved from very expensive to fair. The company appears to be fairly valued based on its current metrics. The P/E ratio stands at 180, significantly higher than the industry average, while the EV to EBITDA ratio is at 14.88, indicating a premium valuation compared to peers such as BlackRock Capital Investment Corp. with a P/E of 10.18 and Medallion Financial Corp. at 6.39. Additionally, Westwood's Price to Book Value is 1.51, suggesting it is trading at a slight premium to its book value. The dividend yield is exceptionally high at 306.30%, which may attract income-focused investors, but the ROE is only 0.33%, reflecting low profitability relative to shareholder equity. Overall, while the stock's valuation has improved, it remains relatively high compared to its peers, indicating that it is fairly valued in the current market conte...

Read More
Westwood Holdings Group, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics

Westwood Holdings Group, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics

Westwood Holdings Group, Inc. has recently adjusted its valuation, with its stock price at $16.75. The company has a P/E ratio of 180 and a low return on equity of 0.33%. Compared to peers, Westwood's valuation metrics reveal its unique position within the competitive capital markets sector.

Read More
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
5.99%
EBIT Growth (5y)
11.46%
EBIT to Interest (avg)
5.63
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
49.12%
Dividend Payout Ratio
230.68%
Pledged Shares
0
Institutional Holding
63.16%
ROCE (avg)
5.72%
ROE (avg)
3.29%
Valuation key factors
Factor
Value
P/E Ratio
180
Industry P/E
Price to Book Value
1.51
EV to EBIT
25.27
EV to EBITDA
14.88
EV to Capital Employed
1.55
EV to Sales
1.77
PEG Ratio
NA
Dividend Yield
306.30%
ROCE (Latest)
6.14%
ROE (Latest)
0.33%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bullish
Moving Averages
Bullish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 11 Schemes (18.98%)

Foreign Institutions

Held by 20 Foreign Institutions (2.08%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -0.43% vs -8.91% in Mar 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 100.00% vs -76.19% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "23.40",
          "val2": "23.50",
          "chgp": "-0.43%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "2.30",
          "val2": "1.40",
          "chgp": "64.29%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "1.00",
          "val2": "0.50",
          "chgp": "100.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "48.10%",
          "val2": "8.90%",
          "chgp": "3.92%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is -0.31% vs 37.93% in Dec 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -79.25% vs 330.43% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "95.70",
          "val2": "96.00",
          "chgp": "-0.31%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "11.50",
          "val2": "14.50",
          "chgp": "-20.69%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "-0.20",
          "chgp": "100.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "2.20",
          "val2": "10.60",
          "chgp": "-79.25%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "70.10%",
          "val2": "100.90%",
          "chgp": "-3.08%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
23.40
23.50
-0.43%
Operating Profit (PBDIT) excl Other Income
2.30
1.40
64.29%
Interest
0.00
0.00
Exceptional Items
0.00
0.00
Consolidate Net Profit
1.00
0.50
100.00%
Operating Profit Margin (Excl OI)
48.10%
8.90%
3.92%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -0.43% vs -8.91% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 100.00% vs -76.19% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
95.70
96.00
-0.31%
Operating Profit (PBDIT) excl Other Income
11.50
14.50
-20.69%
Interest
0.00
0.00
Exceptional Items
0.00
-0.20
100.00%
Consolidate Net Profit
2.20
10.60
-79.25%
Operating Profit Margin (Excl OI)
70.10%
100.90%
-3.08%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is -0.31% vs 37.93% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -79.25% vs 330.43% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Westwood Holdings Group, Inc. stock-summary
stock-summary
Westwood Holdings Group, Inc.
Capital Markets
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).
Company Coordinates stock-summary
Company Details
200 Crescent Ct Ste 1200 , DALLAS TX : 75201-1807
stock-summary
Tel: 1 214 75669001 214 7566900
stock-summary
https://westwoodgroup.com/
stock-summary
Registrar Details
Stock List
ABCDEFGHIJKLMNOPQRSTUVWXYZOther
Footer Logo
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
Market
Webinars
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."