Valuation: Westwood Holdings Group, Inc.

Market Cap 163M 142M 132M 121M 229M 15.58B 232M 1.56B 611M 7.75B 613M 599M 26B P/E 2024
55.8x
P/E 2025 21.8x
Enterprise Value 129M 112M 105M 95.99M 181M 12.33B 184M 1.23B 484M 6.14B 485M 475M 20.59B EV / Sales 2024
0.81x
EV / Sales 2025 1.12x
Free-Float
68.19%
Yield 2024
4.14%
Yield 2025 3.49%
1 day+0.10%
1 week-0.26%
1 month+0.05%
3 months+16.61%
6 months+4.70%
Current year+11.39%
1 week 18.81
Extreme 18.81
20.15
1 month 18.3
Extreme 18.305
20.48
Current year 14.7
Extreme 14.7
20.97
1 year 14.7
Extreme 14.7
20.97
3 years 8.91
Extreme 8.91
20.97
5 years 8.91
Extreme 8.91
27.01
10 years 8.91
Extreme 8.91
71
Manager TitleAgeSince
Chief Executive Officer 62 2005-12-31
Director of Finance/CFO 48 2018-10-30
President 60 2022-05-24
Director TitleAgeSince
Director/Board Member 62 2001-12-11
Director/Board Member 75 2014-04-16
Chairman 62 2025-05-08
Date Insider Type Main position Quantity % Market Cap.
7/2/26 Sell

Founder

-4,481 0.0472%
6/30/26 Sell

Founder

-1,091 0.0115%
6/30/26 Sell

Founder

-1,091 0.0115%
Change 5-day change 1-year change 3-year change Capi.($)
+0.10%-0.26%+9.67%+63.85% 163M
-0.73%+3.29%-1.41%+47.58% 169B
-0.16%+0.57%+39.78%+120.75% 161B
+0.16%-1.62%+54.10%+244.64% 106B
+1.17%+1.38%-3.71%+94.16% 96.97B
+0.92%+3.80%-20.63%+52.45% 77.18B
+0.73%-0.67%+64.80%+154.22% 50.59B
+0.25%+3.20%+5.34%+56.65% 48.25B
+0.60%+3.84%-31.00%+44.87% 38.63B
-0.18%+0.93%+40.15%+127.40% 33.32B
Average +0.29%+1.61%+15.71%+100.66% 78.12B
Weighted average by Cap. +0.15%+1.61%+17.45%+106.42%

Financials

2024 2025
Net sales 94.72M 82.34M 76.64M 70.37M 133M 9.04B 135M 903M 355M 4.5B 356M 348M 15.09B 97.76M 84.98M 79.1M 72.63M 137M 9.33B 139M 932M 366M 4.65B 367M 359M 15.58B
Net income 2.22M 1.93M 1.79M 1.65M 3.11M 211M 3.16M 21.13M 8.29M 105M 8.32M 8.14M 353M 7.06M 6.14M 5.71M 5.24M 9.9M 674M 10.05M 67.32M 26.42M 335M 26.51M 25.92M 1.12B
Net Debt -41.4M -35.99M -33.5M -30.75M -58.08M -3.95B -58.98M -395M -155M -1.97B -155M -152M -6.6B -33.96M -29.53M -27.48M -25.23M -47.65M -3.24B -48.39M -324M -127M -1.61B -128M -125M -5.41B
Logo Westwood Holdings Group, Inc.
Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Broadmark Asset Management LLC, and Salient Capital L.P. The Company's segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.
Employees
148
Date Price Change Volume
26-07-31 US$19.17 +0.10% 40,651
26-07-30 US$19.15 -1.90% 13,254
26-07-29 US$19.52 -1.11% 10,784
26-07-28 US$19.74 +0.56% 37,166
26-07-27 US$19.63 +2.13% 10,320