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Westwood Holdings Group Inc (WHG)
NYSE:WHG
WHG Stock Chart & Stats
$16.92
-$0.01(-0.10%)
At close: 4:00 PM EST
$16.92
-$0.01(-0.10%)
Day’s Range― - ―
52-Week Range$14.37 - $18.99
Previous CloseN/A
Volume5.18K
Average Volume (3M)12.79K
Market Cap
$152.98M
Enterprise Value$126.46M
Total Cash (Recent Filing)$47.68M
Total Debt (Recent Filing)$10.17M
Price to Earnings (P/E)20.4
Beta0.60
Next Earnings
Apr 29, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield3.32%
Share Statistics
EPS (TTM)0.21
Shares Outstanding9,484,473
10 Day Avg. Volume22,890
30 Day Avg. Volume12,791
Financial Highlights & Ratios
PEG Ratio0.10
Price to Book (P/B)1.15
Price to Sales (P/S)1.47
P/FCF Ratio8.06
Enterprise Value/Market Cap0.83
Enterprise Value/Revenue1.29
Enterprise Value/Gross Profit1.49
Enterprise Value/Ebitda8.95
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Debt-free Balance SheetA debt-free balance sheet with $44.1M in cash and liquid investments provides durable financial flexibility. It supports product approvals, client onboarding, dividend payments and strategic investments without leverage, reducing solvency risk and enabling capital allocation through AUM cycles.
Distribution Momentum & Sales GrowthSustained gross sales growth (20% y/y; institutional +36%, intermediary +32%) and a pipeline with large client commitments ($200M client, $450M DC plan) indicate scalable distribution. Strong, diversified distribution channels support medium-term AUM growth and stable fee generation if retention holds.
Strategy Performance & Product MilestonesTop-tier strategy rankings and product milestones (ETF >$200M, energy secondaries >$300M commitments) strengthen competitive positioning. Demonstrated performance and successful private-fund raises enhance client credibility and diversify fee streams toward higher-margin products over the medium term.
Bears Say
Net AUM OutflowsMaterial net outflows of $1.0B (approx 5.7% of AUM) materially reduce fee-bearing assets and can pressure recurring revenue. If outflows persist or recur cyclically, they constrain organic growth, reduce scale benefits and force higher marketing or redemption-related costs to stabilize AUM.
Earnings & Cash-Flow VolatilityHistoric swings in earnings and cash flow, including years of negative operating/free cash flow, weaken predictability of shareholder returns and reinvestment capacity. For an asset manager, volatile cash conversion increases risk to dividends, product investment and hiring during market drawdowns.
Client/Product ConcentrationOutflows concentrated in one product and largely tied to a single sub-advisory client highlight client and product concentration risk. This creates vulnerability to one-off client decisions or mandate losses, which can abruptly reduce revenues and undermine perceived strategy stability.
Westwood Holdings Group News
WHG FAQ
What was Westwood Holdings Group Inc’s price range in the past 12 months?
Westwood Holdings Group Inc lowest stock price was $14.37 and its highest was $18.99 in the past 12 months.
What is Westwood Holdings Group Inc’s market cap?
Westwood Holdings Group Inc’s market cap is $152.98M.
When is Westwood Holdings Group Inc’s upcoming earnings report date?
Westwood Holdings Group Inc’s upcoming earnings report date is Apr 29, 2026 which is in 52 days.
How were Westwood Holdings Group Inc’s earnings last quarter?
Westwood Holdings Group Inc released its earnings results on Feb 13, 2026. The company reported $0.207 earnings per share for the quarter, beating the consensus estimate of N/A by $0.207.
Is Westwood Holdings Group Inc overvalued?
According to Wall Street analysts Westwood Holdings Group Inc’s price is currently Overvalued.
Does Westwood Holdings Group Inc pay dividends?
Westwood Holdings Group Inc pays a Quarterly dividend of $0.15 which represents an annual dividend yield of 3.32%. See more information on Westwood Holdings Group Inc dividends here
What is Westwood Holdings Group Inc’s EPS estimate?
Westwood Holdings Group Inc’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Westwood Holdings Group Inc have?
Westwood Holdings Group Inc has 9,484,473 shares outstanding.
What happened to Westwood Holdings Group Inc’s price movement after its last earnings report?
Westwood Holdings Group Inc reported an EPS of $0.207 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went same 0%.
Which hedge fund is a major shareholder of Westwood Holdings Group Inc?
Currently, no hedge funds are holding shares in WHG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Westwood Holdings Group Stock Smart Score
Underperform
1
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5
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10
Blogger Sentiment
Neutral
WHG Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 443.8K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $127.8K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Positive
20 days / 200 days
Momentum
24.27%
12-Months-Change
Fundamentals
Return on Equity
5.99%
Trailing 12-Months
Asset Growth
1.68%
Trailing 12-Months
Company Description
Westwood Holdings Group Inc
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
WHG Company Deck
WHG Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted multiple strategic and commercial achievements—ETF and private fund milestones, strong distribution momentum (20% full-year sales growth; institutional +36%, intermediary +32%), improved full-year economic earnings and GAAP income, a debt-free balance sheet, and a growing pipeline of large client opportunities. However, the year included notable net outflows of $1.0B (concentrated in Large Cap Value), a weaker fourth quarter versus Q3 driven by incentive compensation and higher professional/IT costs, and modest quarter-over-quarter declines in earnings metrics. On balance, the company demonstrated meaningful progress on strategic initiatives and year-over-year financial improvement while acknowledging short-term flow and quarterly earnings headwinds.View all WHG earnings summariesTechnical Analysis
Oppenheimer Holdings
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Siebert Financial
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Dominari Holdings
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Perella Weinberg Partners
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Ownership Overview
11.83% Insiders
17.62% Mutual Funds
17.06% Other Institutional Investors
46.23% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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