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Westwood Holdings (WHG) Return On Assets

Annual ROA

7.01%
+10.25%+316.36%

December 31, 2023

Summary

Performance

1-Year Change

+316.36%

3-Year Change

+228.39%

5-Year Change

-48.64%

15-Year Change

-34.73%

WHG ROA Chart

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Highlights

Sector Rank

74.51%
WHG annual return on assets is higher than 74.51% of companies in Financial Services sector

High & Low

All-time High

23.46%
WHG annual return on assets is currently -70.12% below its historical high of 23.46%

3-Year Low

-3.24%

Earnings dates

Last Annual Earnings Report Date

Dec 31, 2023
WHG previous annual earnings announcement was published on Dec 31, 2023

Next Annual Earnings Report Date

Feb 12, 2025
WHG next annual earnings announcement is scheduled for Feb 12, 2025

OtherWHGprofitabilitymetrics:

Annual Revenue

$89.78 M
WHG annual revenue is $89.78 million

Annual Net Income

$10.57 M
WHG annual net profit is $10.57 million

Annual EPS

$1.17
WHG annual earnings per share is $1.17

Annual ROE

9.07%
WHG annual return on equity is 9.07%

Quarterly ROA

1.79%
-2.85%-61.42%

September 30, 2024

Summary

Performance

3-Month Change

-61.42%

1-Year Change

-47.51%

3-Year Change

-73.2%

5-Year Change

-62.08%

WHG Quarterly ROA Chart

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Highlights

Sector Rank

65.56%
WHG quarterly return on assets is higher than 65.56% of companies in Financial Services sector

High & Low

All-time High

25.60%
WHG quarterly return on assets is currently -93.01% below its historical high of 25.60%

3-Year Low

-3.41%

Earnings dates

Last Quarterly Earnings Report Date

Sep 30, 2024
WHG previous earnings announcement was published on Sep 30, 2024

Next Quarterly Earnings Report Date

Feb 12, 2025
WHG next earnings announcement is scheduled for Feb 12, 2025

OtherWHGprofitabilitymetrics:

Quarterly Revenue

$23.72 M
WHG quarterly revenue is $23.72 million

Quarterly Net Income

$159.00 K
WHG quarterly net profit is $159.00 thousand

Quarterly EPS

$0.01
WHG quarterly earnings per share is $0.01

Quarterly ROE

2.22%
WHG quarterly return on equity is 2.22%

ROA Formula

ROA =  Net Income
Total Assets ✕ 100%

Annual ROA

7.01%
WHG annual return on assets is 7.01%

Annual Net Income

$10.57 M
WHG annual net profit is $10.57 million

Annual Total Assets

$155.17 M
WHG annual total assets is $155.17 million

WHG ROA Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year+316.4%-47.5%
3 y3 years+228.4%-73.2%
5 y5 years-48.6%-62.1%

WHG ROA Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-yearat high+316.4%-78.0%+152.5%
5 y5-yearat high+228.4%-78.0%+131.1%
alltimeall time-70.1%+228.4%-93.0%+131.1%

Westwood Holdings ROA History

DateAnnualQuarterly
Sep 2024
-
1.79%(-61.4%)
Jun 2024
-
4.64%(-43.0%)
Mar 2024
-
8.14%(+13.4%)
Dec 2023
7.01%(-316.4%)
7.18%(+110.6%)
Sep 2023
-
3.41%(-782.0%)
Jun 2023
-
-0.50%(-82.8%)
Mar 2023
-
-2.91%(-14.7%)
Dec 2022
-3.24%(-147.9%)
-3.41%(-448.0%)
Sep 2022
-
0.98%(-69.1%)
Jun 2022
-
3.17%(-21.5%)
Mar 2022
-
4.04%(-39.9%)
Dec 2021
6.76%(-223.8%)
6.72%(+0.6%)
Sep 2021
-
6.68%(-512.3%)
Jun 2021
-
-1.62%(-59.2%)
Mar 2021
-
-3.97%(-31.0%)
Dec 2020
-5.46%(-274.4%)
-5.75%(+0.5%)
Sep 2020
-
-5.72%(-540.0%)
Jun 2020
-
1.30%(-65.7%)
Mar 2020
-
3.79%(+17.3%)
Dec 2019
3.13%(-77.1%)
3.23%(-31.6%)
Sep 2019
-
4.72%(-32.2%)
Jun 2019
-
6.96%(-32.3%)
Mar 2019
-
10.28%(-27.5%)
Dec 2018
13.65%(+27.1%)
14.17%(+9.4%)
Sep 2018
-
12.95%(+3.5%)
Jun 2018
-
12.51%(+3.0%)
Mar 2018
-
12.15%(+10.2%)
Dec 2017
10.74%(-14.4%)
11.03%(-21.0%)
Sep 2017
-
13.97%(-9.8%)
Jun 2017
-
15.48%(+3.5%)
Mar 2017
-
14.96%(+13.2%)
Dec 2016
12.55%(-25.7%)
13.21%(+12.8%)
Sep 2016
-
11.71%(-6.9%)
Jun 2016
-
12.58%(-20.0%)
Mar 2016
-
15.73%(-10.6%)
Dec 2015
16.88%(-20.7%)
17.59%(-10.6%)
Sep 2015
-
19.67%(-7.4%)
Jun 2015
-
21.25%(-4.1%)
Mar 2015
-
22.16%(-1.6%)
Dec 2014
21.29%(+27.0%)
22.51%(-5.0%)
Sep 2014
-
23.70%(+4.3%)
Jun 2014
-
22.73%(+12.0%)
Mar 2014
-
20.30%(+14.2%)
Dec 2013
16.77%
17.77%(+8.4%)
Sep 2013
-
16.39%(+8.5%)
Jun 2013
-
15.10%(+20.3%)
DateAnnualQuarterly
Mar 2013
-
12.55%(-7.2%)
Dec 2012
12.91%(-28.2%)
13.53%(-6.8%)
Sep 2012
-
14.52%(-8.2%)
Jun 2012
-
15.82%(-13.3%)
Mar 2012
-
18.25%(-0.5%)
Dec 2011
17.99%(+5.7%)
18.35%(-0.5%)
Sep 2011
-
18.44%(-1.2%)
Jun 2011
-
18.66%(+2.9%)
Mar 2011
-
18.13%(+1.6%)
Dec 2010
17.02%(+19.4%)
17.85%(-2.4%)
Sep 2010
-
18.29%(-3.8%)
Jun 2010
-
19.01%(+2.5%)
Mar 2010
-
18.55%(+18.8%)
Dec 2009
14.26%(-39.2%)
15.62%(-29.1%)
Sep 2009
-
22.04%(+0.9%)
Jun 2009
-
21.85%(-5.8%)
Mar 2009
-
23.19%(-9.4%)
Dec 2008
23.46%(+0.0%)
25.60%(+10.9%)
Sep 2008
-
23.09%(-4.3%)
Jun 2008
-
24.12%(-3.3%)
Mar 2008
-
24.95%(+1.1%)
Dec 2007
23.45%(+45.7%)
24.69%(+26.4%)
Sep 2007
-
19.53%(+11.4%)
Jun 2007
-
17.53%(+6.8%)
Mar 2007
-
16.42%(+4.1%)
Dec 2006
16.09%(+18.6%)
15.77%(+7.4%)
Sep 2006
-
14.69%(0.0%)
Jun 2006
-
14.69%(-1.5%)
Mar 2006
-
14.91%(+11.1%)
Dec 2005
13.57%(-3.3%)
13.42%(+5.5%)
Sep 2005
-
12.72%(+3.2%)
Jun 2005
-
12.33%(-2.1%)
Mar 2005
-
12.59%(-6.0%)
Dec 2004
14.04%(-27.6%)
13.40%(-3.0%)
Sep 2004
-
13.82%(-17.2%)
Jun 2004
-
16.69%(-7.3%)
Mar 2004
-
18.00%(-4.4%)
Dec 2003
19.40%(-15.9%)
18.83%(-7.7%)
Sep 2003
-
20.39%(-5.4%)
Jun 2003
-
21.56%(-6.8%)
Mar 2003
-
23.13%(-5.2%)
Dec 2002
23.07%(+258.2%)
24.41%(+29.6%)
Sep 2002
-
18.84%(+38.7%)
Jun 2002
-
13.58%(+80.3%)
Mar 2002
-
7.53%
Dec 2001
6.44%(-70.7%)
-
Dec 2000
22.01%
-

FAQ

  • What is Westwood Holdings annual return on assets?
  • What is the all time high annual ROA for Westwood Holdings?
  • What is Westwood Holdings annual ROA year-on-year change?
  • What is Westwood Holdings quarterly return on assets?
  • What is the all time high quarterly ROA for Westwood Holdings?
  • What is Westwood Holdings quarterly ROA year-on-year change?

What is Westwood Holdings annual return on assets?

The current annual ROA of WHG is 7.01%

What is the all time high annual ROA for Westwood Holdings?

Westwood Holdings all-time high annual return on assets is 23.46%

What is Westwood Holdings annual ROA year-on-year change?

Over the past year, WHG annual return on assets has changed by +10.25% (+316.36%)

What is Westwood Holdings quarterly return on assets?

The current quarterly ROA of WHG is 1.79%

What is the all time high quarterly ROA for Westwood Holdings?

Westwood Holdings all-time high quarterly return on assets is 25.60%

What is Westwood Holdings quarterly ROA year-on-year change?

Over the past year, WHG quarterly return on assets has changed by -1.62% (-47.51%)