Westwood Holdings Group, Inc. (WHG) Stock Analysis & Investment Frameworks
Westwood Holdings Group, Inc. (WHG) stock analysis on Invetso. Review Westwood Holdings Group, Inc.’s key financial metrics, company overview and 10 institutional-grade investment frameworks including SWOT Analysis, Economic Moat, Porter’s Five Forces and the Invetso Quality Score.
Westwood Holdings Group, Inc. Company Overview
- Exchange: New York Stock Exchange
- Sector: Financial Services
- Industry: Asset Management
- Country: US
Westwood Holdings Group, Inc. Key Financial Metrics
- Market Cap: $177.74M
- Revenue: $97.76M
- P/E Ratio: 24.99
- ROE: 6.29%
- ROIC: 3.66%
- Dividend Yield: 3.20%
About Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Westwood Holdings Group, Inc. Investment Frameworks
Invetso analyzes Westwood Holdings Group, Inc. (WHG) across the following frameworks:
- Westwood Holdings Group, Inc. 10Y Growth Potential
- Westwood Holdings Group, Inc. Scenario Analysis
- Westwood Holdings Group, Inc. Risks & Opportunities
- Westwood Holdings Group, Inc. Economic Moat
- Westwood Holdings Group, Inc. Business Model
- Westwood Holdings Group, Inc. Management
- Westwood Holdings Group, Inc. SWOT Analysis
- Westwood Holdings Group, Inc. Porter's 5 Forces
- Westwood Holdings Group, Inc. PESTLE Analysis
- Westwood Holdings Group, Inc. ESG Analysis

