Westwood Group (NYSE: WHG) — Perfil da empresa, notícias e dados financeiros
Westwood Group is an asset management firm offering investment solutions across equity, fixed income, and multi-asset strategies.
Westwood Group
Westwood (NYSE:WHG) is a professional asset management firm dedicated to offering a range of investment solutions across equity, fixed income, and multi-asset strategies. Striving to serve both institutional and individual clients, Westwood focuses on achieving long-term financial success and providing exceptional client service. The firm emphasizes research-driven, active management approaches aiming to deliver superior risk-adjusted returns. Westwood’s projects span a variety of market sectors and geographies, aiming to cater to a diverse client base with varying investment objectives. With a strong commitment to integrity, transparency, and performance, Westwood aspires to be a trusted partner in helping its clients meet their financial goals.
Resumo
Operações
Produtos e/ou serviços de Westwood Group
- Investment Management services for institutions, private wealth, and individuals, focusing on U.S. and global equity and fixed income markets.
- Westwood Funds, a family of mutual funds designed to address the varied investment goals and risk management needs of investors.
- Advisory Solutions offering customized investment advisory services including asset allocation, portfolio construction, and investment oversight.
- Performance Analytics services providing comprehensive analysis and reporting for portfolio performance, attributions, and benchmark comparisons.
- Sustainable and Responsible Investing (SRI) strategies that integrate ESG (Environmental, Social, Governance) factors into investment processes.
- Income Opportunity strategies aimed at investors seeking income generation from their investments with a focus on high dividend yields.
equipe executiva do Westwood Group
- Brian O'Connor CaseyCEO & Director
- Fabian GomezPresident & COO
- David LintonMD & Head of Distribution
- Susan Montgomery ByrneFounder & Director Emerita
- Murray Forbes IIIMD, CFO & Treasurer
- Kellie R. StarkExecutive Vice President of Client Service & Marketing
- William Ralph Hardcastle Jr.Managing Director of Strategic Planning & Program Management
- Todd L. WilliamsSenior VP & Director of Equity Research, Portfolio Manager and Research Analyst
- Corey HenegarSenior VP, Portfolio Manager & Senior Research Analyst
- Jonathan S. DaleDirector & Head of Product Solutions
Histórico de dividendos
Dividendos por ação pagos pela Westwood Group, por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2026(até o momento) | — | — | — | $0.4500 |
| FY2025 | — | — | — | $0.6000 |
| FY2024 | — | — | — | $0.6000 |
| FY2023 | — | — | — | $0.6000 |
| FY2022 | — | — | — | $0.6000 |
Principais indicadores financeiros
Resultados divulgados pela Westwood Group, em USD.
- Cap. de mercado
- 180,7 mi
- Receita (TTM)
- 101,7 mi
- P/L
- 22.0
- LPA (diluído, TTM)
- 0.9
- Dividend yield
- 3.2%
- Margem de lucro
- 7.7%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 97,8 mi | 6,9 mi | 7,1 mi | |
| 94,7 mi | 830 mil | 2,2 mi | |
| 89,8 mi | 6 mi | 10,6 mi | |
| 68,7 mi | -4,9 mi | -4,6 mi |