Westwood Holdings Group, Inc.

NYSE:WHG Stock Report

Market Cap: US$124.1m

Westwood Holdings Group Management

Management criteria checks 2/4

Westwood Holdings Group's CEO is Brian Casey, appointed in Jan 2006, has a tenure of 18.92 years. total yearly compensation is $2.07M, comprised of 36.3% salary and 63.7% bonuses, including company stock and options. directly owns 5.9% of the company’s shares, worth $7.32M. The average tenure of the management team and the board of directors is 6.2 years and 14.2 years respectively.

Key information

Brian Casey

Chief executive officer

US$2.1m

Total compensation

CEO salary percentage36.3%
CEO tenure18.9yrs
CEO ownership5.9%
Management average tenure6.2yrs
Board average tenure14.2yrs

Recent management updates

Recent updates

Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15

Nov 04
Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15

Even With A 25% Surge, Cautious Investors Are Not Rewarding Westwood Holdings Group, Inc.'s (NYSE:WHG) Performance Completely

Oct 18
Even With A 25% Surge, Cautious Investors Are Not Rewarding Westwood Holdings Group, Inc.'s (NYSE:WHG) Performance Completely

Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15

Nov 04
Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15

Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Aug 29
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15

Aug 13
Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15

Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15

Apr 30
Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15

Westwood Holdings Non-GAAP EPS of -$0.09, revenue of $20.46M

Feb 15

Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Nov 17
Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15

Westwood Holdings Non-GAAP EPS of $0.20, revenue of $15.6M

Jul 27

Westwood Holdings Group, Inc. 2021 Q1 - Results - Earnings Call Presentation

Apr 30

Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Might Not Expect Shareholders To Be So Generous This Year

Apr 22
Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Might Not Expect Shareholders To Be So Generous This Year

This Insider Has Just Sold Shares In Westwood Holdings Group, Inc. (NYSE:WHG)

Mar 12
This Insider Has Just Sold Shares In Westwood Holdings Group, Inc. (NYSE:WHG)

CEO Compensation Analysis

How has Brian Casey's remuneration changed compared to Westwood Holdings Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$3m

Jun 30 2024n/an/a

US$6m

Mar 31 2024n/an/a

US$11m

Dec 31 2023US$2mUS$750k

US$10m

Sep 30 2023n/an/a

US$4m

Jun 30 2023n/an/a

-US$712k

Mar 31 2023n/an/a

-US$4m

Dec 31 2022US$1mUS$750k

-US$5m

Sep 30 2022n/an/a

US$1m

Jun 30 2022n/an/a

US$4m

Mar 31 2022n/an/a

US$6m

Dec 31 2021US$2mUS$750k

US$10m

Sep 30 2021n/an/a

US$10m

Jun 30 2021n/an/a

-US$2m

Mar 31 2021n/an/a

-US$6m

Dec 31 2020US$750kUS$733k

-US$9m

Sep 30 2020n/an/a

-US$9m

Jun 30 2020n/an/a

US$2m

Mar 31 2020n/an/a

US$7m

Dec 31 2019US$667kUS$650k

US$6m

Sep 30 2019n/an/a

US$9m

Jun 30 2019n/an/a

US$13m

Mar 31 2019n/an/a

US$19m

Dec 31 2018US$4mUS$650k

US$27m

Sep 30 2018n/an/a

US$24m

Jun 30 2018n/an/a

US$23m

Mar 31 2018n/an/a

US$22m

Dec 31 2017US$4mUS$650k

US$20m

Compensation vs Market: Brian's total compensation ($USD2.07M) is above average for companies of similar size in the US market ($USD650.86K).

Compensation vs Earnings: Brian's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Brian Casey (61 yo)

18.9yrs

Tenure

US$2,067,532

Compensation

Mr. Brian O'Connor Casey, C.F.P., had been the President at Westwood Holdings Group Inc. since December 2001 until May 2022. He serves as Chief Executive Officer and Director at Salient Advisors, L.P. He s...

Leadership Team

NamePositionTenureCompensationOwnership
Brian Casey
CEO & Director18.9yrsUS$2.07m5.9%
$ 7.3m
Fabian Gomez
President & COO2.6yrsUS$864.69k1.03%
$ 1.3m
Leah Bennett
President of Westwood Wealth Management1.6yrsUS$867.45k0.69%
$ 854.3k
Murray Forbes
MD & CFO6.1yrsUS$602.56k0.61%
$ 758.8k
Kellie Stark
Executive Vice President of Client Service & Marketingno datano datano data
Todd Williams
Senior VP & Director of Equity Researchno datano datano data
Jonathan Dale
Head of Product Solutions & Directorless than a yearno datano data
Kenneth Nostro
Head of Client Relations & Director6.9yrsno datano data
Prashant Inamdar
Senior VP6.9yrsno datano data
Melissa McMillian
Senior VP & Private Wealth Advisor6.9yrsno datano data
Susan Wedelich
Senior VP & Private Wealth Advisor6.3yrsno datano data
P. Helfert
Chief Investment Officer of Alternative & Multi-Asset Investments5.9yrsno datano data

6.2yrs

Average Tenure

53yo

Average Age

Experienced Management: WHG's management team is seasoned and experienced (6.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Brian Casey
CEO & Director23yrsUS$2.07m5.9%
$ 7.3m
Geoffrey Norman
Independent Director17.7yrsUS$177.00k0.45%
$ 561.9k
Richard Frank
Independent Chairman of the Board18.8yrsUS$182.00k1.01%
$ 1.3m
Susan Montgomery
Founder & Director Emeritaless than a yearUS$260.03k3.38%
$ 4.2m
Ellen Masterson
Independent Director10.7yrsUS$177.00k0.51%
$ 627.4k
Randy Bowman
Independent Director3.6yrsUS$167.00k0.32%
$ 397.4k

14.2yrs

Average Tenure

74.5yo

Average Age

Experienced Board: WHG's board of directors are seasoned and experienced ( 14.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 07:52
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

Westwood Holdings Group, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Anita SoniCIBC Capital Markets
Raghavendra WelankiwarisVirtua Research Inc.