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Upturn AI SWOT - About
Westwood Holdings Group Inc (WHG)
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Upturn Advisory Summary
08/14/2025: WHG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -29.82% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 145.10M USD | Price to earnings Ratio 386.75 | 1Y Target Price - |
Price to earnings Ratio 386.75 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 10.66 - 17.55 | Updated Date 06/29/2025 |
52 Weeks Range 10.66 - 17.55 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.88% | Basic EPS (TTM) 0.04 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.42% | Operating Margin (TTM) -0.29% |
Management Effectiveness
Return on Assets (TTM) 2.49% | Return on Equity (TTM) 0.43% |
Valuation
Trailing PE 386.75 | Forward PE - | Enterprise Value 120925649 | Price to Sales(TTM) 1.52 |
Enterprise Value 120925649 | Price to Sales(TTM) 1.52 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA 11.67 | Shares Outstanding 9379680 | Shares Floating 6369375 |
Shares Outstanding 9379680 | Shares Floating 6369375 | ||
Percent Insiders 11.06 | Percent Institutions 58.48 |
Upturn AI SWOT
Westwood Holdings Group Inc
Company Overview
History and Background
Westwood Holdings Group Inc. was founded in 1983. It has grown through organic expansion and strategic acquisitions to become a diversified investment management firm.
Core Business Areas
- Investment Management: Provides investment advisory services to corporate pension plans, public retirement systems, endowments, foundations, and high net worth individuals.
- Wealth Management: Offers financial planning and investment management services to high-net-worth individuals and families.
Leadership and Structure
Brian Ocel is the CEO. The company has a board of directors and operates with distinct investment teams managing various strategies.
Top Products and Market Share
Key Offerings
- High Alpha Equity: Actively managed equity portfolios aiming to outperform benchmarks. Market share data is not publicly available in isolation. Competitors include firms offering similar active equity strategies like Artisan Partners and T. Rowe Price.
- SMidCap Strategies: Focuses on small and mid-capitalization stocks. Market share data is not publicly available in isolation. Competitors include firms offering similar SMidCap strategies like Royce Investment Partners and Wellington Management.
- Multi-Asset Strategies: Combines different asset classes to achieve specific investment goals. Market share data is not publicly available in isolation. Competitors include firms offering similar multi-asset strategies like BlackRock and State Street Global Advisors.
Market Dynamics
Industry Overview
The investment management industry is highly competitive and influenced by market performance, interest rates, and regulatory changes. Growing demand for passive investments poses a challenge to active managers.
Positioning
Westwood is a boutique asset manager focused on delivering alpha through active management. Its competitive advantage lies in its specialized investment strategies and client-focused approach.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Westwood is positioned to capture a portion of this TAM by focusing on specific investment strategies and client segments.
Upturn SWOT Analysis
Strengths
- Experienced investment professionals
- Strong client relationships
- Diversified product offerings
- Focus on active management
Weaknesses
- Smaller scale compared to larger asset managers
- Dependence on key personnel
- Sensitivity to market fluctuations
- Higher fee structure compared to passive strategies
Opportunities
- Expanding into new markets and client segments
- Developing new investment strategies
- Acquiring complementary businesses
- Capitalizing on the demand for ESG investing
Threats
- Increased competition from passive investment strategies
- Regulatory changes
- Market volatility
- Economic downturn
Competitors and Market Share
Key Competitors
- AMG
- BLKRK
- TROW
- APAM
Competitive Landscape
Westwood faces intense competition from larger asset managers and the growing popularity of passive investment strategies. Its competitive advantage lies in its specialized investment strategies and client-focused approach.
Major Acquisitions
Woodbridge Capital Management
- Year: 2013
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded Westwood's investment capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Westwood's growth has been influenced by market conditions, investment performance, and acquisitions. Refer to past financial statements for growth trends.
Future Projections: Future growth depends on the company's ability to attract and retain clients, generate alpha, and manage expenses. Consult analyst reports for projections.
Recent Initiatives: Recent initiatives include developing new investment strategies, expanding into new markets, and enhancing client service.
Summary
Westwood Holdings Group is a boutique asset manager with a focus on active management and client service. Its strengths lie in its experienced investment professionals and diversified product offerings. The company faces challenges from larger competitors and the growth of passive investing, requiring it to focus on differentiation and innovation to maintain its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, SEC filings, Financial news sources, Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may not be precise. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Westwood Holdings Group Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2002-06-13 | CEO & Director Mr. Brian O'Connor Casey CFP | ||
Sector Financial Services | Industry Asset Management | Full time employees 151 | Website https://www.westwoodgroup.com |
Full time employees 151 | Website https://www.westwoodgroup.com | ||
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.
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