Westwood Holdings Group, Inc.

NYSE:WHG Stock Report

Market Cap: US$125.3m

Westwood Holdings Group Past Earnings Performance

Past criteria checks 1/6

Westwood Holdings Group has been growing earnings at an average annual rate of 11.1%, while the Capital Markets industry saw earnings growing at 7.1% annually. Revenues have been growing at an average rate of 3.5% per year. Westwood Holdings Group's return on equity is 2.2%, and it has net margins of 3%.

Key information

11.1%

Earnings growth rate

11.9%

EPS growth rate

Capital Markets Industry Growth10.3%
Revenue growth rate3.5%
Return on equity2.2%
Net Margin3.0%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Westwood Holdings' Fundamentals Remain Negative, With Net Client Outflows - Still A Hold

Jan 08

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

Revenue & Expenses Breakdown

How Westwood Holdings Group makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:WHG Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 24923330
30 Jun 24916330
31 Mar 249011330
31 Dec 239010330
30 Sep 23874330
30 Jun 2381-1310
31 Mar 2374-4280
31 Dec 2269-5260
30 Sep 22681250
30 Jun 22704250
31 Mar 22726250
31 Dec 217310250
30 Sep 217110240
30 Jun 2168-2240
31 Mar 2167-6240
31 Dec 2065-9240
30 Sep 2067-9250
30 Jun 20712260
31 Mar 20777270
31 Dec 19846270
30 Sep 19929280
30 Jun 1910213290
31 Mar 1911319290
31 Dec 1812227290
30 Sep 1813024290
30 Jun 1813423290
31 Mar 1813522290
31 Dec 1713420290
30 Sep 1713125290
30 Jun 1712926280
31 Mar 1712725280
31 Dec 1612323280
30 Sep 1612420280
30 Jun 1612421280
31 Mar 1613125260
31 Dec 1513127240
30 Sep 1512828220
30 Jun 1512329200
31 Mar 1511727190
31 Dec 1411327180
30 Sep 1411027180
30 Jun 1410524180
31 Mar 149821170

Quality Earnings: WHG has a large one-off loss of $8.6M impacting its last 12 months of financial results to 30th September, 2024.

Growing Profit Margin: WHG's current net profit margins (3%) are lower than last year (4.4%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: WHG's earnings have grown by 11.1% per year over the past 5 years.

Accelerating Growth: WHG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: WHG had negative earnings growth (-28.4%) over the past year, making it difficult to compare to the Capital Markets industry average (14.3%).

Return on Equity

High ROE: WHG's Return on Equity (2.2%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/21 10:40
End of Day Share Price 2025/01/17 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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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

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.