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Upturn AI SWOT - About
Westwood Holdings Group Inc (WHG)
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Upturn Advisory Summary
06/30/2025: 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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -38.04% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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, becoming a diversified investment management firm.
Core Business Areas
- Investment Management: Provides investment advisory services to institutional clients, high-net-worth individuals, and sub-advisory relationships.
- Wealth Management: Offers comprehensive wealth management services to high-net-worth individuals and families, including financial planning, investment management, and trust services.
Leadership and Structure
Brian Ou2019Keefe is the CEO. The organizational structure is based on functional areas: investment management, wealth management, operations, finance, and compliance.
Top Products and Market Share
Key Offerings
- High Alpha Equity Strategies: Equity investment strategies that seek to generate high alpha (excess return) relative to benchmarks. Market share data is not publicly available. Competitors include Baron Capital, Artisan Partners.
- SMidCap Strategies: Investment strategies focused on small and mid-capitalization stocks. Market share data is not publicly available. Competitors include Wellington Management, Brown Advisory.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with firms vying for assets under management (AUM) through performance, service, and brand recognition. The industry is influenced by market volatility, interest rates, and regulatory changes.
Positioning
Westwood positions itself as a high-conviction, research-driven investment manager, focused on delivering long-term value to clients. Its competitive advantage lies in its experienced investment team and disciplined investment process.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Westwood has the opporutnity to expand, but has limited AUM as compared to the total addressable market
Upturn SWOT Analysis
Strengths
- Experienced investment team
- Disciplined investment process
- Strong client relationships
- Diversified revenue streams
Weaknesses
- Relatively small AUM compared to larger competitors
- Dependence on key personnel
- Sensitivity to market fluctuations
- High fixed cost base
Opportunities
- Expanding into new markets and client segments
- Developing new investment products
- Leveraging technology to improve efficiency
- Acquiring complementary businesses
Threats
- Increased competition from larger asset managers
- Regulatory changes
- Economic downturns
- Market volatility
Competitors and Market Share
Key Competitors
- AMG
- TROW
- BLK
Competitive Landscape
Westwood is smaller in AUM than its main competiors. They are more nimble and research driven, but they lack the capital for global presence.
Major Acquisitions
Woodbridge Capital Management
- Year: 2011
- Acquisition Price (USD millions): 14
- Strategic Rationale: Expanded wealth management capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Analysis of historical revenue and AUM growth is needed.
Future Projections: Analyst estimates would be needed for future growth projections.
Recent Initiatives: Information on recent strategic initiatives must be sourced from company reports.
Summary
Westwood Holdings Group is a smaller asset manager with a research-driven approach. While they've shown growth through acquisitions, they face stiff competition from larger firms and are sensitive to market fluctuations. Diversification and strategic initiatives are crucial for future success, but the company must address its small AUM relative to the larger players. Westwood can leverage its strength and client relationships to get ahead.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
Data and analysis are for informational purposes only and do not constitute investment advice. Market share data is estimated based on available information and may not be precise. Financial figures are for example and must be updated with financial report.
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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