Westwood Financial Statements From 2010 to 2026

WHG Stock  USD 16.86  0.38  2.20%   
Westwood Holdings' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Westwood Holdings' valuation are provided below:
Westwood Holdings Group does not presently have any fundamental gauges for analysis.
Check Westwood Holdings financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Westwood Holdings' main balance sheet or income statement drivers, such as , as well as many indicators such as . Westwood financial statements analysis is a perfect complement when working with Westwood Holdings Valuation or Volatility modules.
Check out the analysis of Westwood Holdings Correlation against competitors.

Westwood Holdings Group Company Shares Outstanding Analysis

Westwood Holdings' Outstanding Shares are shares of common stock of a public company that were purchased by investors after they were authorized and issued by the company to the public. Outstanding Shares are typically reported on fully diluted basis, including exotic instruments such as options, or convertibles bonds.

Shares Outstanding

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Public Shares

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Repurchased

More About Shares Outstanding | All Equity Analysis

Current Westwood Holdings Shares Outstanding

    
  9.41 M  
Most of Westwood Holdings' fundamental indicators, such as Shares Outstanding, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Westwood Holdings Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Outstanding shares that are stated on company Balance Sheet are used when calculating many important valuation and performance indicators including Return on Equity, Market Cap, EPS and many others.
Competition

Based on the latest financial disclosure, Westwood Holdings Group has 9.41 M of shares currently outstending. This is 99.49% lower than that of the Capital Markets sector and 94.18% lower than that of the Financials industry. The shares outstanding for all United States stocks is 98.35% higher than that of the company.

Westwood Holdings Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Westwood Holdings's current stock value. Our valuation model uses many indicators to compare Westwood Holdings value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Westwood Holdings competition to find correlations between indicators driving Westwood Holdings's intrinsic value. More Info.
Westwood Holdings Group is rated below average in return on equity category among its peers. It is rated fifth in return on asset category among its peers reporting about  0.45  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Westwood Holdings Group is roughly  2.22 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Westwood Holdings by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

About Westwood Holdings Financial Statements

Westwood Holdings stakeholders use historical fundamental indicators, such as Westwood Holdings' revenue or net income, to determine how well the company is positioned to perform in the future. Although Westwood Holdings investors may analyze each financial statement separately, they are all interrelated. For example, changes in Westwood Holdings' assets and liabilities are reflected in the revenues and expenses on Westwood Holdings' income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Westwood Holdings Group. Please read more on our technical analysis and fundamental analysis pages.
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas. Westwood Holdings operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 130 people.

Currently Active Assets on Macroaxis

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 the analysis of Westwood Holdings Correlation against competitors.
You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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.
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.
Please note, there is a significant difference between Westwood Holdings' value and its price as these two are different measures arrived at by different 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.