Westwood Holdings Group Inc
NYSE:WHG

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Westwood Holdings Group Inc
NYSE:WHG
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Price: 18.14 USD -1.31%
Market Cap: $170.7m

Operating Margin

5.6%
Current
Improving
by 1.5%
vs 3-y average of 4.1%

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin
5.6%
=
Operating Income
$5.4m
/
Revenue
$96.2m

Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.

Operating Margin
5.6%
=
Operating Income
$5.4m
/
Revenue
$96.2m

Peer Comparison

Country Company Market Cap Operating
Margin
US
Westwood Holdings Group Inc
NYSE:WHG
170.7m USD
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US
BlackRock Inc
NYSE:BLK
162.5B USD
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US
Blackstone Inc
NYSE:BX
159B USD
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CA
Brookfield Corp
NYSE:BN
101.4B USD
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ZA
Ninety One Ltd
JSE:NY1
96.6B ZAR
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US
KKR & Co Inc
NYSE:KKR
90.1B USD
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US
Bank of New York Mellon Corp
NYSE:BK
82.2B USD
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US
BROOKFIELD ASSET MANAGEMENT LTD
F:RW5
69.1B EUR
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CA
Brookfield Asset Management Inc
NYSE:BAM
76.4B USD
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CA
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
105.9B CAD
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US
Ameriprise Financial Inc
NYSE:AMP
48.4B USD
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Market Distribution

In line with most companies in the United States of America
Percentile
49th
Based on 14 112 companies
49th percentile
5.6%
Low
-4 087 900% — -5.1%
Typical Range
-5.1% — 14.8%
High
14.8% — 1 032 600%
Distribution Statistics
the United States of America
Min -4 087 900%
30th Percentile -5.1%
Median 6%
70th Percentile 14.8%
Max 1 032 600%

Westwood Holdings Group Inc
Glance View

Market Cap
170.7m USD
Industry
Financial Services

Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The company is headquartered in Dallas, Texas and currently employs 130 full-time employees. The company went IPO on 2002-06-13. The firm provides investment advisory services to institutional clients, a family of mutual funds called the Westwood Funds, other mutual funds, individual investors and clients of Westwood Trust. Its 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 relationships. The company also provides investment management services to the Westwood Funds, funds offered by other financial institutions and funds. Trust provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high net worth individuals. Its subsidiaries include Westwood Management Corp., Westwood Advisors, L.L.C. and Westwood Trust.

WHG Intrinsic Value
17.12 USD
Overvaluation 6%
Intrinsic Value
Price
What is Operating Margin?
Operating Margin shows how much profit a company makes from its regular business activities after covering operating costs. It helps measure how efficiently the company turns sales into profit.
How is Operating Margin calculated?

Operating Margin is calculated by dividing the Operating Income by the Revenue.

Operating Margin
5.6%
=
Operating Income
$5.4m
/
Revenue
$96.2m
What is Westwood Holdings Group Inc's current Operating Margin?

The current Operating Margin for Westwood Holdings Group Inc is 5.6%, which is above its 3-year median of 4.1%.

How has Operating Margin changed over time?

Over the last 3 years, Westwood Holdings Group Inc’s Operating Margin has increased from 2.4% to 5.6%. During this period, it reached a low of -2.3% on Mar 31, 2025 and a high of 8.9% on Mar 31, 2024.

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