Is Westwood Holdings Stock a Good Investment?
Westwood Holdings Investment Advice | WHG |
- Examine Westwood Holdings' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Westwood Holdings' leadership team and their track record. Good management can help Westwood Holdings navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Westwood Holdings' business and its evolving consumer preferences.
- Compare Westwood Holdings' performance and market position to its competitors. Analyze how Westwood Holdings is positioned in terms of product offerings, innovation, and market share.
- Check if Westwood Holdings pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Westwood Holdings' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Westwood Holdings Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Westwood Holdings Group is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Modest | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Westwood Holdings Stock
Researching Westwood Holdings' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 17.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 1.22. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Westwood Holdings last dividend was issued on the 2nd of December 2024.
To determine if Westwood Holdings is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Westwood Holdings' research are outlined below:
| About 60.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: When Moves Investors should Listen - Stock Traders Daily |
Westwood Holdings Quarterly Cost Of Revenue |
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Westwood Holdings uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Westwood Holdings Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Westwood Holdings' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 21st of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Know Westwood Holdings' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Westwood Holdings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Westwood Holdings Group backward and forwards among themselves. Westwood Holdings' institutional investor refers to the entity that pools money to purchase Westwood Holdings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Garner Asset Management Corporation | 2024-12-31 | 140.8 K | Allred Capital Management, Llc | 2024-12-31 | 103.9 K | Aegis Financial Corporation | 2024-12-31 | 100 K | Gabelli Funds Llc | 2024-12-31 | 86.8 K | Bridgeway Capital Management, Llc | 2024-12-31 | 80.8 K | Geode Capital Management, Llc | 2024-12-31 | 65.8 K | Bank Of America Corp | 2024-12-31 | 60.9 K | Susquehanna International Group, Llp | 2024-12-31 | 47 K | Northern Trust Corp | 2024-12-31 | 37.6 K | Allspring Global Investments Holdings, Llc | 2024-12-31 | 585.8 K | Gamco Investors, Inc. Et Al | 446.7 K |
Westwood Holdings' market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 154.74 M.Market Cap |
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Westwood Holdings' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.02 | 0.02 |
Determining Westwood Holdings' profitability involves analyzing its financial statements and using various financial metrics to determine if Westwood Holdings is a good buy. For example, gross profit margin measures Westwood Holdings' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Westwood Holdings' profitability and make more informed investment decisions.
Westwood Holdings' Earnings Breakdown by Geography
Evaluate Westwood Holdings' management efficiency
Westwood Holdings has Return on Asset of 0.0194 % which means that on every $100 spent on assets, it made $0.0194 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0224 %, implying that it generated $0.0224 on every 100 dollars invested. Westwood Holdings' management efficiency ratios could be used to measure how well Westwood Holdings manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to 0.02. The current Return On Capital Employed is estimated to decrease to 0.01. At this time, Westwood Holdings' Non Current Assets Total are most likely to increase significantly in the upcoming years. The Westwood Holdings' current Non Currrent Assets Other is estimated to increase to about 7.1 M, while Other Current Assets are projected to decrease to roughly 4.6 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 14.99 | 8.55 | |
| Tangible Book Value Per Share | 7.49 | 6.22 | |
| Enterprise Value Over EBITDA | 9.83 | 12.73 | |
| Price Book Value Ratio | 0.98 | 0.94 | |
| Enterprise Value Multiple | 9.83 | 12.73 | |
| Price Fair Value | 0.98 | 0.94 | |
| Enterprise Value | 102.8 M | 174.6 M |
Examining the leadership quality of Westwood Holdings Group offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Basic technical analysis of Westwood Stock
As of the 26th of March, Westwood Holdings maintains the Downside Deviation of 2.03, mean deviation of 1.75, and Market Risk Adjusted Performance of 0.1621. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Westwood Holdings Group, as well as the relationship between them. Please check out Westwood Holdings jensen alpha and downside variance to decide if Westwood Holdings is priced fairly, providing market reflects its latest price of 15.66 per share. Given that Westwood Holdings Group has jensen alpha of 0.0635, we strongly advise you to confirm Westwood Holdings's prevalent market performance to make sure the company can sustain itself at a future point.Westwood Holdings' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Westwood Holdings insiders, such as employees or executives, is commonly permitted as long as it does not rely on Westwood Holdings' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Westwood Holdings insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Westwood Holdings' Outstanding Corporate Bonds
Westwood Holdings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Westwood Holdings uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Westwood bonds can be classified according to their maturity, which is the date when Westwood Holdings Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Westwood Holdings' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Westwood Holdings' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0334 | |||
| Market Risk Adjusted Performance | 0.1621 | |||
| Mean Deviation | 1.75 | |||
| Semi Deviation | 1.95 | |||
| Downside Deviation | 2.03 | |||
| Coefficient Of Variation | 3124.98 | |||
| Standard Deviation | 2.33 | |||
| Variance | 5.44 | |||
| Information Ratio | 0.0265 | |||
| Jensen Alpha | 0.0635 | |||
| Total Risk Alpha | 0.0569 | |||
| Sortino Ratio | 0.0305 | |||
| Treynor Ratio | 0.1521 | |||
| Maximum Drawdown | 12.46 | |||
| Value At Risk | (3.36) | |||
| Potential Upside | 3.41 | |||
| Downside Variance | 4.11 | |||
| Semi Variance | 3.8 | |||
| Expected Short fall | (2.00) | |||
| Skewness | 0.8217 | |||
| Kurtosis | 1.71 |
| Risk Adjusted Performance | 0.0334 | |||
| Market Risk Adjusted Performance | 0.1621 | |||
| Mean Deviation | 1.75 | |||
| Semi Deviation | 1.95 | |||
| Downside Deviation | 2.03 | |||
| Coefficient Of Variation | 3124.98 | |||
| Standard Deviation | 2.33 | |||
| Variance | 5.44 | |||
| Information Ratio | 0.0265 | |||
| Jensen Alpha | 0.0635 | |||
| Total Risk Alpha | 0.0569 | |||
| Sortino Ratio | 0.0305 | |||
| Treynor Ratio | 0.1521 | |||
| Maximum Drawdown | 12.46 | |||
| Value At Risk | (3.36) | |||
| Potential Upside | 3.41 | |||
| Downside Variance | 4.11 | |||
| Semi Variance | 3.8 | |||
| Expected Short fall | (2.00) | |||
| Skewness | 0.8217 | |||
| Kurtosis | 1.71 |
Consider Westwood Holdings' intraday indicators
Westwood Holdings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Westwood Holdings stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 346.52 | |||
| Daily Balance Of Power | (0.09) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 15.67 | |||
| Day Typical Price | 15.67 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.04) |
Westwood Holdings Corporate Filings
| 12th of March 2025 Other Reports | ViewVerify | |
8K | 6th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 5th of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
F4 | 25th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Westwood Stock media impact
Far too much social signal, news, headlines, and media speculation about Westwood Holdings that are available to investors today. That information is available publicly through Westwood media outlets and privately through word of mouth or via Westwood internal channels. However, regardless of the origin, that massive amount of Westwood data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Westwood Holdings news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Westwood Holdings relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Westwood Holdings' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Westwood Holdings alpha.
Westwood Holdings Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Westwood Holdings can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Westwood Holdings Corporate Directors
| Jonathan Dale | Head Director | Profile | |
| Ellen Masterson | Independent Director | Profile | |
| Geoffrey Norman | Independent Director | Profile | |
| Raymond Wooldridge | Lead Independent Director | Profile |
Already Invested in Westwood Holdings Group?
The danger of trading Westwood Holdings Group is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Westwood Holdings is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Westwood Holdings. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Westwood Holdings is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Westwood Holdings is a strong investment it is important to analyze Westwood Holdings' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Westwood Holdings' future performance. For an informed investment choice regarding Westwood Stock, refer to the following important reports: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Westwood Holdings Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Westwood Holdings. If investors know Westwood will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Westwood Holdings listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.98) | Dividend Share 0.6 | Earnings Share 0.33 | Revenue Per Share | Quarterly Revenue Growth 0.084 |
The market value of Westwood Holdings is measured differently than its book value, which is the value of Westwood that is recorded on the company's balance sheet. Investors also form their own opinion of Westwood Holdings' value that differs from its market value or its book value, called intrinsic value, which is Westwood Holdings' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Westwood Holdings' market value can be influenced by many factors that don't directly affect Westwood Holdings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Westwood Holdings' value and its price, as these two are different measures arrived at by various means. Investors typically determine if Westwood Holdings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Westwood Holdings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.