Westwood Holdings Group, Inc.
NYSE:WHG · New York Stock Exchange
+$0.49 today
Vol 0.02M · Avg 0.01M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
5.6%
avg 7.5%
ROIC
3.7%
avg 6.3%
ROA
4.4%
avg 5.9%
Analysis
ROE is currently the strongest return metric at 5.6% versus its period average of 7.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Brian O'Connor Casey | Chief Executive Officer & Director | $1.88M | — | 63 | $530,610.00 | 5.59% |
Fabian Gomez | President & Chief Operating Officer | $1.09M | — | — | $122,573.00 | 1.29% |
David Linton | MD & Head of Distribution | $878,045.00 | — | — | $29,415.00 | 0.31% |
David Onthank Linton | MD & Head of Distribution | $878,045.00 | — | 62 | $29,415.00 | 0.31% |
William Ralph Hardcastle Jr. | Managing Director of Strategic Planning & Program Management | $453,600.00 | — | 58 | $46,880.00 | 0.49% |
Murray Forbes | MD, Chief Financial Officer & Treasurer | $434,978.00 | — | 48 | $11,470.00 | 0.12% |
Susan Montgomery Byrne | Founder & Director Emerita | $165,031.00 | — | 79 | $258,710.00 | 2.73% |
Prashant Inamdar | Senior Vice President, Portfolio Manager & Senior Research Analyst | — | — | — | — | — |
Gregory Behar | Senior VP & Head of Managed Investment Solutions | — | — | — | — | — |
John D. Palmer | Senior VP & Senior Portfolio Manager | — | — | — | $19,090.00 | 0.20% |
Parag Sanghani | Senior VP & Senior Portfolio Manager | — | — | — | — | — |
Ted Gardner | Senior VP & Senior Portfolio Manager | — | — | — | — | — |
Richard Paul Damico | Broadmark Chief Investment Officer & Senior Portfolio Manager | — | — | — | $82,228.00 | 0.87% |
Kenneth R. Nostro | Director & Head of Client Relations | — | — | — | — | — |
Jonathan S. Dale | Director & Head of Product Solutions | — | — | — | — | — |
Kellie R. Stark | Executive Vice President of Client Service & Marketing | — | — | — | — | — |
Corey Henegar | Senior Vice President, Portfolio Manager & Senior Research Analyst | — | — | — | — | — |
Todd L. Williams | Senior Vice President & Director of Equity Research, Portfolio Manager and Research Analyst | — | — | — | $34,010.00 | 0.36% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
62
$1.89M
Net Sentiment
$1.89M
Net selling
Most Active
BYRNE SUSAN M
48 transactions
1–10 of 62
Analysis
Insiders reported 0 buys worth $0.00 and 62 sells worth $1.89M over the last 12 months. That adds up to net selling of $1.89M. BYRNE SUSAN M was the most active insider with 48 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +26.4% | +11.8% (8yr)16 analysts |
| Revenue | N/A | N/A | +19.1% | +7.8% (8yr)16 analysts |
| Net Income | N/A | N/A | +30.9% | +6.9% (8yr)16 analysts |
| EBIT | N/A | N/A | +28.2% | +7.0% (8yr)16 analysts |
Analysis
Recent growth has been strongest in Net Income at +30.9% over three years. Forward estimates point to EPS at +11.8% (8yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages WHG?
Westwood Holdings Group, Inc. (WHG) lists 18 active executives. The top listed executive is Brian O'Connor Casey, Chief Executive Officer & Director.
Are WHG insiders buying or selling?
Recent insider activity shows net selling of $4.27M.
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