Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc.verified

WHG

Price:

$12.59

Market Cap:

$116.92M

Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas...[Read more]

Industry

Financial - Capital Markets

IPO Date

2002-06-13

Stock Exchange

NYSE

Ticker

WHG

The Enterprise Value as of September 2024 (TTM) for Westwood Holdings Group, Inc. (WHG) is 97.07M

According to Westwood Holdings Group, Inc.’s latest financial reports and current stock price. The company's current Enterprise Value is 97.07M. This represents a change of 22.30% compared to the average of 79.37M of the last 4 quarters.

Westwood Holdings Group, Inc. (WHG) Historical Enterprise Value (quarterly & annually)

How has WHG Enterprise Value performed in the past?

The mean historical Enterprise Value of Westwood Holdings Group, Inc. over the last ten years is 260.54M. The current 97.07M Enterprise Value has changed 3.63% with respect to the historical average. Over the past ten years (40 quarters), WHG's Enterprise Value was at its highest in in the September 2017 quarter at 498.28M. The Enterprise Value was at its lowest in in the September 2022 quarter at 59.01M.

Quarterly (TTM)
Annual

Average

260.54M

Median

225.68M

Minimum

69.51M

Maximum

491.61M

Westwood Holdings Group, Inc. (WHG) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Westwood Holdings Group, Inc. Enterprise Value, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 21.19%

Maximum Annual Enterprise Value = 491.61M

Minimum Annual Increase = -50.62%

Minimum Annual Enterprise Value = 69.51M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
202384.24M21.19%
202269.51M-44.09%
2021124.34M12.38%
2020110.64M-46.97%
2019208.63M-14.05%
2018242.74M-50.62%
2017491.61M10.19%
2016446.13M17.00%
2015381.30M-14.56%
2014446.28M0.73%

Westwood Holdings Group, Inc. (WHG) Average Enterprise Value

How has WHG Enterprise Value performed in the past?

The current Enterprise Value of Westwood Holdings Group, Inc. (WHG) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

92.70M

5-year avg

119.47M

10-year avg

260.54M

Westwood Holdings Group, Inc. (WHG) Enterprise Value vs. Peers

How is WHG’s Enterprise Value compared to its peers?

Westwood Holdings Group, Inc.’s Enterprise Value is less than Invesco High Income 2023 Target Term Fund (246.51M), less than Nuveen Corporate Income 2023 Target Term Fund (99.10M), less than Virtus Convertible & Income 2024 Target Term Fund (179.18M), less than MFS Investment Grade Municipal Trust (111.03M), less than Eaton Vance National Municipal Opportunities Trust (319.11M), less than Invesco Trust for Investment Grade New York Municipals (354.22M), less than Invesco California Value Municipal Income Trust (864.13M), less than GAMCO Natural Resources, Gold & Income Trust (99.04M), less than Nuveen Pennsylvania Quality Municipal Income Fund (477.19M), less than Invesco Advantage Municipal Income Trust II (665.85M), less than PIMCO New York Municipal Income Fund (106.21M), less than Invesco Pennsylvania Value Municipal Income Trust (425.99M), less than BlackRock MuniHoldings New York Quality Fund, Inc. (564.42M), less than Nuveen New York Quality Municipal Income Fund (362.46M), less than Invesco Municipal Trust (866.68M), less than Invesco Trust for Investment Grade Municipals (890.40M), less than Invesco Quality Municipal Income Trust (828.62M), less than Invesco Municipal Opportunity Trust (1.12B), less than MFS High Income Municipal Trust (205.23M), greater than Invesco High Income 2024 Target Term Fund (87.16M),

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Frequently asked questions❓

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