WHG (Westwood Holdings Group) 5-Year Yield-on-Cost % : 1.39 (As of Mar. 28, 2025)

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What is Westwood Holdings Group 5-Year Yield-on-Cost %?

Westwood Holdings Group's yield on cost for the quarter that ended in Dec. 2024 was 1.39.

The historical rank and industry rank for Westwood Holdings Group's 5-Year Yield-on-Cost % or its related term are showing as below:

WHG' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.18 Med: 1.73 Max: 7.13
Current: 1.39

During the past 13 years, Westwood Holdings Group's highest Yield on Cost was 7.13. The lowest was 0.18. And the median was 1.73.

WHG's 5-Year Yield-on-Cost % is ranked worse than
91.16% of 1165 companies
in the Asset Management industry
Industry Median: 6.26 vs WHG: 1.39

Competitive Comparison of Westwood Holdings Group's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Westwood Holdings Group's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Westwood Holdings Group's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Westwood Holdings Group's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Westwood Holdings Group's 5-Year Yield-on-Cost % falls into.

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Westwood Holdings Group 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Westwood Holdings Group is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

Westwood Holdings Group (NYSE:WHG) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.

Westwood Holdings Group 5-Year Yield-on-Cost % Related Terms

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Westwood Holdings Group Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Westwood Holdings Group Inc (NYSE:WHG) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

N/A

Address

200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201

Website

https://www.westwoodgroup.com

Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States.

Executives

Matthew Lockridge	officer: Head, U.S. Value Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
John Porter Montgomery	officer: COO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Leah Bennett	officer: President-Westwood Wealth Mgmt	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Ehinger John Anthony Jr	officer: Head of Legal, CCO	279 BENSON LAN, COPPELL TX 75019
Jcp Investment Management, Llc	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Adrian Helfert	officer: CIO, Multi-Asset Inv.	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Richard M Frank	director	4441 W AIRPORT FREEWAY, IRVING TX 75062
Brian O Casey	director, officer: President & CEO	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Raymond E Wooldridge	director	200 CRESCENT COURT, STE 1200, DALLAS TX 75201
Fabian Gomez	officer: Chief Operating Officer	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Randy A Bowman	director	200 CRESCENT COURT, SUITE 1200, DALLAS TX 75201
Jcp Investment Holdings, Llc	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partners, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
Jcp Investment Partnership, Lp	10 percent owner, other: See Footnote 1	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027
James C Pappas	10 percent owner	1177 WEST LOOP SOUTH, SUITE 1320, HOUSTON TX 77027