Westwood Holdings Group

Westwood Holdings Group

Capital Markets
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States.

$183.2M

Market Cap • 9/28/2026

2001

(25 years)

Founded

2002

(24 years ago)

IPO

NYSE

Listing Exchange

Flag of United States

United States

Country

Valuation

P/B

1,5

P/S

1,8

P/EBITDA

21,7

P/OCF

9,4

P/FCF

11

P/E

21,8

BVPS

14

EPS

0,9

Market Cap

Market Cap

183,2M

EV

154,5M

EV/Revenue

1,5

EV/EBITDA

18,3

EV/EBIT

32,6

Payout

Dividend Per Share

0,6

Dividend Yield

3,3%

Buyback Yield

0,7%

Total Yield

4%

Dividend Yield 5Y

4,2%

Payout

69,4%

Retained Earnings

8,4M

Profitability

Gross Margin

100%

EBITDA Margin

8,3%

EBIT Margin

4,7%

Net Margin

7,7%

D&A/EBITDA

0%

R&D/Revenue

0%

Capex/Revenue

2,8%

Capex/D&A

77,8%

Capex/OCF

14,8%

SBC/OCF

26%

% PPE

8%

% Goodwill

25,4%

ROE

6,3%

ROIC

3,2%

Growth

CAGR Revenue 5Y

8,3%

Leverage

N.D./EBITDA

—

Debt/Equity

0%

Current Ratio

2,1

Quick Ratio

1,5

Interest Coverage

—

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