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About the company
Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Salient Advisors, L.P. and Broadmark Asset Management LLC. 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.
- Revenue in USD (TTM)96.24m
- Net income in USD7.25m
- Incorporated2001
- Employees151.00
- LocationWestwood Holdings Group Inc200 Crescent Court, Suite 1200DALLAS 75201United StatesUSA
- Phone+1 (214) 756-6900
- Fax+1 (214) 756-6979
- Websitehttps://westwoodgroup.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Putnam Master Intermediate Income Trust | 10.59m | 10.83m | 159.49m | -- | 14.73 | 0.9548 | -- | 15.07 | 0.2247 | 0.2247 | 0.2197 | 3.47 | 0.0461 | -- | 0.8348 | -- | 4.71 | 1.31 | 5.94 | 1.97 | 85.02 | 95.76 | 102.29 | 42.24 | -- | -- | 0.00 | 178.85 | -6.93 | -1.90 | -50.14 | -- | -- | -6.01 |
| BCP Investment Corp | 58.08m | 16.49m | 159.72m | 0.00 | 11.27 | 0.6956 | -- | 2.75 | 1.08 | 1.08 | 5.76 | 17.55 | 0.1126 | -- | 40.17 | -- | 3.20 | 1.50 | 3.28 | 1.54 | 50.39 | 55.57 | 28.39 | 12.70 | -- | 2.64 | 0.5817 | 251.28 | -18.19 | 18.70 | -152.15 | -- | -- | -2.92 |
| Nuveen New York Municipal Value Fund | 7.66m | -3.26m | 160.15m | -- | -- | 0.9933 | -- | 20.92 | -0.1727 | -0.1727 | 0.4054 | 8.54 | 0.0457 | -- | 2.53 | -- | -1.95 | -- | -1.96 | -- | 88.72 | -- | -42.61 | -- | -- | 0.6725 | 0.0079 | -- | -- | -- | -- | -- | -- | -- |
| Ellsworth Growth and Income Fund Ltd | 5.61m | 46.85m | 160.66m | -- | 3.42 | 0.9023 | -- | 28.62 | 3.45 | 3.45 | 0.4123 | 15.30 | 0.0285 | -- | 4.48 | -- | 24.70 | 7.05 | 25.34 | 7.15 | 73.91 | 68.19 | 866.87 | 289.07 | -- | -- | 0.00 | 103.36 | -4.71 | 6.71 | 98.46 | 6.96 | -- | -6.14 |
| NMP Acquisition Corp | -100.00bn | -100.00bn | 160.99m | -- | -- | 1.38 | -- | -- | -- | -- | -- | 7.31 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.00004 | -- | -- | -- | -- | -- | -- | -- |
| RF Acquisition Corp II | 0.00 | 4.40m | 162.14m | -- | 33.57 | 1.36 | -- | -- | 0.3217 | 0.3217 | 0.00 | 7.92 | 0.00 | -- | -- | -- | 3.63 | -- | 3.65 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| Waton Financial Ltd | 10.59m | -19.19m | 165.45m | 47.00 | -- | 5.35 | -- | 15.62 | -0.4358 | -0.4358 | 0.2354 | 0.6409 | 0.2362 | -- | 0.5477 | 225,374.00 | -42.78 | -- | -102.15 | -- | 65.07 | -- | -181.13 | -- | -- | -13.69 | 0.1296 | -- | -25.93 | -- | -579.36 | -- | -- | -- |
| Tavia Acquisition Corp | 0.00 | 2.87m | 167.33m | -- | 57.51 | 1.41 | -- | -- | 0.1828 | 0.1828 | 0.00 | 7.46 | 0.00 | -- | -- | -- | 4.74 | -- | 4.82 | -- | -- | -- | -- | -- | -- | -- | 0.0042 | -- | -- | -- | -- | -- | -- | -- |
| Westwood Holdings Group Inc | 96.24m | 7.25m | 167.84m | 151.00 | 21.76 | 1.35 | 13.92 | 1.74 | 0.8197 | 0.8197 | 10.92 | 13.17 | 0.63 | -- | 6.60 | 637,370.90 | 4.80 | 1.19 | 5.70 | 1.35 | -- | -- | 7.62 | 2.29 | -- | -- | 0.00 | 160.08 | 5.50 | 2.41 | -76.73 | -17.82 | -37.87 | -26.93 |
| Range Capital Acquisition Corp | 0.00 | 3.01m | 167.91m | -- | 31.82 | 1.40 | -- | -- | 0.3291 | 0.3291 | 0.00 | 7.46 | 0.00 | -- | -- | -- | 4.96 | -- | 4.97 | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| PIMCO New York Municipal Income Fund II | -100.00bn | -100.00bn | 168.66m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Invesco Trst fr Invstmt Grd Nw Yrk Mncpl | -100.00bn | -100.00bn | 171.00m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Blackstone Senior Flotng Rt 2027 Trm Fnd | -100.00bn | -100.00bn | 172.98m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Invesco Bond Fund | -100.00bn | -100.00bn | 175.72m | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
Data as of Feb 06 2026. Currency figures normalised to Westwood Holdings Group Inc's reporting currency: US Dollar USD
35.77%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Allspring Global Investments LLCas of 31 Dec 2025 | 606.58k | 6.45% |
| Settian Capital LPas of 30 Sep 2025 | 470.52k | 5.00% |
| BlackRock Fund Advisorsas of 30 Sep 2025 | 434.92k | 4.62% |
| Renaissance Technologies LLCas of 30 Sep 2025 | 388.66k | 4.13% |
| North Star Investment Management Corp.as of 31 Dec 2025 | 371.99k | 3.95% |
| The Vanguard Group, Inc.as of 31 Dec 2025 | 355.40k | 3.78% |
| Dimensional Fund Advisors LPas of 30 Sep 2025 | 254.57k | 2.71% |
| Luther King Capital Management Corp.as of 30 Sep 2025 | 185.00k | 1.97% |
| Geode Capital Management LLCas of 30 Sep 2025 | 162.27k | 1.73% |
| Garner Asset Management Corp.as of 30 Sep 2025 | 135.21k | 1.44% |
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
