Westwood Holdings Group Inc (WHG)

NYSE:WHG

WHG

Westwood Holdings Group

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Westwood Holdings Group (WHG) Price & Analysis

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WHG Stock Chart & Stats

$16.92

-$0.01(-0.10%)

At close: Jan 08 4:00 PM EST

$16.92

-$0.01(-0.10%)

Day’s Range― - ―

52-Week Range$14.51 - $18.99

Previous CloseN/A

Volume5.18K

Average Volume (3M)12.79K

Market Cap

$155.74M

Enterprise Value$142.34M

Total Cash (Recent Filing)$23.41M

Total Debt (Recent Filing)$10.02M

Price to Earnings (P/E)44.7

Beta0.62

Next Earnings

Aug 05, 2026

EPS EstimateN/A

Next Dividend Ex-DateN/A

Dividend Yield3.32%

Share Statistics

EPS (TTM)0.87

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 Cap0.91

Enterprise Value/Revenue1.43

Enterprise Value/Gross Profit1.82

Enterprise Value/Ebitda11.48

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 substantial equity provides durable financial flexibility: it supports dividends, seed capital for ETFs/private funds, and the ability to absorb AUM volatility without needing external financing, lowering long-term solvency and refinancing risk.

Strong Cash GenerationConsistent positive operating and free cash flow underpins sustainable shareholder returns and organic investment in product scaling. Reliable cash generation funds ETF seeding, private capital deployment, and dividends, enhancing strategic optionality over multiple quarters.

AUM Growth & Product DiversificationRising AUM driven by energy/real-assets, ETF scaling and private capital fundraising diversifies fee streams away from core U.S. value equities. Institutional wins and MIS onboarding expand addressable market and support more durable, higher-fee revenue over the medium term.

Bears Say

Multi-year Profit & Cash VolatilityHistoric swings in profitability and cash flow indicate earnings and cash generation are sensitive to market cycles and flows. That variability can strain capital allocation, make dividends and hiring less predictable, and raise the risk profile during downturns.

Quarterly Net OutflowsPersistent or recurrent net outflows reduce fee-bearing AUM and directly pressure revenue and margins. Even with market appreciation offsetting some declines, continued flow weaknesses could slow scale benefits from ETFs and private funds and impair long-term growth.

Pressure In U.S. Value StrategiesOngoing underperformance and outflows in core U.S. value offerings threaten a legacy client base and brand positioning. If persistent, this stylistic headwind can shift asset mix, require reallocation of distribution resources, and limit recovery in fee revenues tied to these strategies.

Westwood Holdings Group News

Westwood Holdings Shareholders Back Board, Auditor and Pay

Westwood Holdings Group ( ($WHG) ) has provided an announcement. At its Annual Meeting held in 2026, Westwood...

5d ago

WHG

Westwood Holdings Balances Growth With Near-Term Strains

Westwood Holdings (($WHG)) has held its Q1 earnings call. Read on for the main highlights of the call....

9d ago

WHG

Westwood Holdings Posts Q1 2026 Results, Raises Dividend

An update from Westwood Holdings Group ( ($WHG) ) is now available. On April 30, 2026, Westwood Holdings...

10d ago

WHG

Westwood Holdings Balances Growth Gains With Flow Headwinds

Westwood Holdings (($WHG)) has held its Q4 earnings call. Read on for the main highlights of the call....

3M ago

WHG

Westwood Holdings Reports Strong Q4 Results, Raises Dividend

Westwood Holdings Group ( ($WHG) ) has provided an update. Westwood Holdings Group, Inc., a boutique asset manager...

3M ago

WHG

Westwood Holdings Group closes Westwood Energy Secondaries Fund II

Westwood Holdings Group (WHG) announced the final close of Westwood Energy Secondaries Fund II, LLC and two related...

4M ago

WHG

Westwood Holdings Reports Strong ETF Growth Amid Challenges

Westwood Holdings (($WHG)) has held its Q3 earnings call. Read on for the main highlights of the call....

6M ago

WHG

Westwood Holdings Reports Strong Q3 2025 Growth

Westwood Holdings ( ($WHG) ) has released its Q3 earnings. Here is a breakdown of the information Westwood...

6M ago

WHG

Westwood Holdings Reports Strong Q3 2025 Results

Westwood Holdings Group ( ($WHG) ) has provided an announcement. Westwood Holdings Group reported strong third quarter 2025...

6M ago

WHG

WEBs Investments announces name changes for Defined Volatility ETF suite

WEBs Investments announces updated fund names for its Defined Volatility ETF suite, effective immediately. The revised names are...

7M ago

WHG

Westwood Holdings’ Q2 Call: Growth Amid Challenges

Westwood Holdings (($WHG)) has held its Q2 earnings call. Read on for the main highlights of the call....

9M ago

WHG

Westwood Holdings Reports Strong Q2 2025 Results

Westwood Holdings ( ($WHG) ) has released its Q2 earnings. Here is a breakdown of the information Westwood...

9M ago

WHG

WEBs Investments expands Defined Volatility ETF suite

WEBs Investments, in partnership with Westwood Holdings Group (WHG), announces the launch of the WEBs Defined Volatility Sector...

10M ago

WHG

Westwood Holdings Group appoints Ryan to board of directors

Westwood announced the appointment of Jan Ryan to its Board of Directors. Based in Austin, Texas, Ryan brings...

11M ago

WHG

WHG FAQ

What was Westwood Holdings Group Inc’s price range in the past 12 months?

Westwood Holdings Group Inc lowest stock price was $14.51 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 $155.74M.

When is Westwood Holdings Group Inc’s upcoming earnings report date?

Westwood Holdings Group Inc’s upcoming earnings report date is Aug 05, 2026 which is in 87 days.

How were Westwood Holdings Group Inc’s earnings last quarter?

Westwood Holdings Group Inc released its earnings results on Apr 30, 2026. The company reported $0.086 earnings per share for the quarter, beating the consensus estimate of N/A by $0.086.

Is Westwood Holdings Group Inc overvalued?

According to Wall Street analysts Westwood Holdings Group Inc’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

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 $0.086 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -2.737%.

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

Fundamentals

Return on Equity

5.77%

Trailing 12-Months

Asset Growth

9.35%

Trailing 12-Months

Top Smart Score Stocks >

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.

Westwood Holdings Group (WHG) Earnings & Revenues

Historic Earnings Reports

WHG Company Deck

WHG Earnings Call

Q1 2026

0:00 / 0:00

Earnings Call Sentiment|Positive

The call highlighted multiple strategic and operational positives—AUM growth led by energy/real assets, clear ETF and private capital fundraising milestones, strong long-term performance in several strategies, a healthy balance sheet and a return to shareholders via a dividend. However, near-term financial metrics showed softness vs. the prior quarter (lower revenues, GAAP income and non-GAAP economic earnings down QoQ), net outflows of $50 million, and continued pressure in traditional U.S. value strategies. On balance, the company demonstrated durable strategic momentum and long-term performance strengths that outweigh the short-term earnings and flow headwinds.View all WHG earnings summaries