Valuation: Westwood Holdings Group, Inc.

Market Cap 160M 145M 134M 121M 228M 15.11B 236M 1.61B 640M 8.07B 601M 589M 25.62B P/E 2024
55.8x
P/E 2025 21.8x
Enterprise Value 126M 114M 106M 95.5M 180M 11.91B 186M 1.27B 504M 6.36B 474M 464M 20.19B EV / Sales 2024
0.81x
EV / Sales 2025 1.12x
Free-Float
68.22%
Yield 2024
4.14%
Yield 2025 3.49%
1 day+0.70%
1 week+0.70%
Current month-0.42%
1 month-1.99%
3 months-3.55%
6 months+16.81%
Current year+9.01%
1 week 18.5
Extreme 18.5
19.01
1 month 18.5
Extreme 18.5
20.05
Current year 14.7
Extreme 14.7
20.97
1 year 14.7
Extreme 14.7
20.97
3 years 10.73
Extreme 10.7323
20.97
5 years 8.91
Extreme 8.91
20.97
10 years 8.91
Extreme 8.91
71
Manager TitleAgeSince
Chief Executive Officer 62 01/01/2006
Director of Finance/CFO 48 31/10/2018
President 60 25/05/2022
Director TitleAgeSince
Director/Board Member 62 12/12/2001
Director/Board Member 75 17/04/2014
Chairman 62 09/05/2025
Date Insider Type Main position Quantity % Market Cap. Importance
02/07/26 Sell

Founder

-4,481 0.0472%
30/06/26 Sell

Founder

-1,091 0.0115%
30/06/26 Sell

Founder

-1,091 0.0115%
Change 5-day change 1-year change 3-year change Capi.($)
+0.70%+0.70%+15.45%+69.01% 160M
+0.52%+3.74%+15.59%+75.37% 189B
-0.69%+2.30%+30.99%+83.11% 146B
+0.41%+3.85%+38.86%+230.27% 103B
+1.39%+0.58%-15.02%+17.16% 96.12B
-1.50%-0.09%-5.39%+86.05% 91.51B
+0.87%+1.63%-18.24%+47.16% 87.47B
+0.26%-1.79%+1.48%+64.13% 82.38B
+1.75%+5.76%-5.46%+40.82% 72.9B
-0.14%+4.77%+48.45%+151.60% 47.19B
Average +0.36%+1.65%+10.67%+86.47% 92B
Weighted average by Cap. +0.28%+1.92%+10.88%+86.49%

Financials

2024 2025
Net sales 94.72M 85.84M 79.39M 71.63M 135M 8.93B 140M 954M 378M 4.77B 355M 348M 15.14B 97.76M 88.59M 81.94M 73.93M 139M 9.22B 144M 984M 390M 4.92B 367M 359M 15.63B
Net income 2.22M 2.01M 1.86M 1.68M 3.16M 209M 3.27M 22.3M 8.84M 112M 8.31M 8.14M 354M 7.06M 6.4M 5.92M 5.34M 10.06M 665M 10.41M 71.07M 28.18M 355M 26.49M 25.92M 1.13B
Net Debt -41.4M -37.51M -34.7M -31.31M -59M -3.9B -61.08M -417M -165M -2.09B -155M -152M -6.62B -33.96M -30.78M -28.47M -25.69M -48.41M -3.2B -50.11M -342M -136M -1.71B -127M -125M -5.43B
Projected Income Statement - Annual - Westwood Holdings Group, Inc.
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
13/11/26 $18.76 +0.70% 2,619
12/11/26 $18.63 0.00% 3,036
11/11/26 $18.63 +0.43% 8,400
10/11/26 $18.55 -0.80% 3,866
09/11/26 $18.70 +0.38% 7,783