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Westwood Holdings (WHG)

(Delayed Data from NYSE)

$13.34 USD

13.34
9,864

+0.39 (3.01%)

Updated Aug 30, 2024 04:00 PM ET

After-Market: $13.10 -0.24 (-1.80%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy23.68%
2Buy17.55%
3Hold9.21%
4Sell4.93%
5Strong Sell2.36%
S&P50010.96%

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Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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NA Value NA Growth NA Momentum NA VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Bottom 30% (176 out of 250)

Industry: Financial - Investment Management

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Balance Sheet

Fiscal Year End for Westwood Holdings Group Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 53 39 80 83 100
Receivables 15 14 11 11 13
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 5 5 2 3 4
Total Current Assets 72 58 94 96 117
Net Property & Equipment 1 2 2 3 4
Investments & Advances 12 14 9 12 12
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 1 2 1 1 2
Intangibles 64 65 28 30 35
Deposits & Other Assets 1 1 1 0 0
Total Assets 155 146 140 149 179
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 10 9 10 7 10
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 8 7 4 2 10
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 19 18 16 12 21
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 0 0 0 0 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 11 14 1 1 1
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 33 36 22 18 30
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 202 200 195 210 203
Retained Earnings 5 -4 4 -2 11
Other Equity 2 0 0 0 -3
Treasury Stock 86 85 82 78 63
Total Shareholder's Equity 122 111 118 131 148
Total Liabilities & Shareholder's Equity 155 146 140 149 179
Total Common Equity 122 111 118 131 148
Shares Outstanding 9.10 8.40 8.30 8.30 8.90
Book Value Per Share 13.46 13.17 14.21 15.75 16.66

Fiscal Year End for Westwood Holdings Group Inc falls in the month of December.

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents 44 47 53 48 38
Receivables 14 15 15 13 14
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 5 5 5 5 4
Total Current Assets 64 66 72 66 56
Net Property & Equipment 1 1 1 2 2
Investments & Advances 15 12 12 12 12
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 1 2 1 1 2
Intangibles 62 63 64 65 66
Deposits & Other Assets 1 1 1 1 1
Total Assets 147 149 155 151 142
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable 0 0 0 0 0
Accounts Payable 5 3 10 7 5
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 7 8 8 8 7
Income Taxes Payable 0 2 0 0 1
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 13 15 19 17 15
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 0 0 0 0 0
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 11 11 11 8
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 27 25 33 31 27
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 202 202 202 201 201
Retained Earnings 4 7 5 2 -1
Other Equity 2 2 2 2 1
Treasury Stock 88 87 86 86 86
Total Shareholder's Equity 120 124 122 120 115
Total Liabilities & Shareholder's Equity 147 149 155 151 142
Total Common Equity 120 124 122 120 115
Shares Outstanding 9.20 9.30 9.10 9.10 9.10
Book Value Per Share 13.09 13.31 13.46 13.16 12.65