What is Westwood Holdings Group's investment proceeds?

Westwood Holdings Group (WHG) reported investment proceeds of $0 in Q4 2023.

What is the long-term trend for Westwood Holdings Group's investment proceeds?

Over 2 years (2021 to 2023), Westwood Holdings Group's investment proceeds has grown at a -100.0% compound annual growth rate (CAGR), from $9.26M to $0.

What does investment proceeds mean?

Cash received from sales, maturities, and redemptions of investment securities across all categories.

Westwood Holdings Group WHG Investment Proceeds

Investment Proceeds at other companies

BEN

Franklin ResourcesBEN

$237.9M-23.7%

InvescoIVZ

$8.3M-80.5%

WesBancoWSBC

$0-100%

Stock Yards BancorpSYBT

$127.3M-43.1%

WSFS FinancialWSFS

$13.46M+7.6%

Victory Capital Holdings, Inc.VCTR

$58.82M+4,010%

Other financials

Income statement

See full

Revenue$25.0M+7.4%

Operating income-$1.5M-2,100%

Net income$782.0K+63.9%

EPS (diluted)$0.09+80.0%

Balance sheet

See full

Cash & equivalents$23.4M+149%

Total debt$10.0M+251%

Total equity$125.0M+2.9%

Total assets$150.4M+11.4%

Cash flow

See full

Operating cash flow-$2.6M+47.6%

CapEx$246.0K+4,000%

Free cash flow-$2.8M+42.7%

Valuation

See full

Market cap$181.79M+21.1%

Enterprise value$168.39M+16.0%

P/E24.5×—

P/S1.8×0.0×

Profitability

See full

Operating margin3.6%+2.5pp

Net margin7.5%+5.2pp

FCF margin18%+11.8pp

Returns & leverage

See full

Return on equity6%+4.4pp

Debt / equity0.1×+0.1×

Current ratio4.2×+0.2×

Where this comes from

Reported directly by Westwood Holdings Group in its filing.

Tagged under the XBRL concept us-gaap:ProceedsFromSaleOfOtherInvestments.

The official record: Westwood Holdings Group’s 10-K, filed March 7, 2024, on SEC EDGAR. View the filing →

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Questions, answered.

What is Westwood Holdings Group's investment proceeds?: Westwood Holdings Group (WHG) reported investment proceeds of $0 in Q4 2023.
What is the long-term trend for Westwood Holdings Group's investment proceeds?: Over 2 years (2021 to 2023), Westwood Holdings Group's investment proceeds has grown at a -100.0% compound annual growth rate (CAGR), from $9.26M to $0.
What does investment proceeds mean?: Cash received from sales, maturities, and redemptions of investment securities across all categories.