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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$14.70 - $20.97
Previous CloseN/A
Volume5.18K
Average Volume (3M)12.79K
Market Cap
$189.69M
Enterprise Value$157.32M
Total Cash (Recent Filing)$23.41M
Total Debt (Recent Filing)$10.02M
Price to Earnings (P/E)22.8
Beta0.54
Next Earnings
Jul 29, 2026EPS 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 Cap0.83
Enterprise Value/Revenue1.58
Enterprise Value/Gross Profit2.02
Enterprise Value/Ebitda12.69
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 ~ $125M equity materially lowers financial risk and preserves strategic optionality. Over the next 2–6 months this supports continued dividend payments, underwriting of private fund commitments, and the ability to invest in distribution or product launches without external financing.
Strong Cash GenerationRobust operating and free cash flow that roughly tracks earnings enhances earnings quality and funds capital allocation. Sustainable cash generation supports recurring dividends, funds private capital deployment and ETF scaling, and provides a buffer against AUM volatility for at least the medium term.
Diversified AUM Growth DriversAUM expansion from private energy funds, ETFs and institutional wins diversifies revenue mix away from solely traditional value mandates. Higher-fee private capital and growing ETFs plus institutional MIS traction create multiple durable distribution channels and a larger base for fee growth over coming quarters.
Bears Say
Multi-year Earnings/cash VolatilityHistorical swings (loss in 2022, negative cash flow in 2023 and margin compression in 2024) show earnings and cash can be uneven. Because fees are asset-based, AUM and market cycles can materially swing revenue and margins, reducing predictability of earnings and capital returns.
Persistent Net Outflows In ChannelsNet outflows and continued pressure in intermediary and some product channels erode the AUM base that generates fees. If these trends persist, management must replace AUM via fundraising or market appreciation, which adds execution risk and can compress margins if higher-selling costs are required.
Concentration In Energy/private CapitalStrong fundraising in energy and private funds boosts AUM but concentrates growth in cyclical, commodity-linked strategies and illiquid vehicles. Fee realization and performance are tied to commodity cycles and private deployment timing, making revenues lumpy and sensitive to sector-specific shocks.
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 $14.70 and its highest was $20.97 in the past 12 months.
What is Westwood Holdings Group Inc’s market cap?
Westwood Holdings Group Inc’s market cap is $189.69M.
When is Westwood Holdings Group Inc’s upcoming earnings report date?
Westwood Holdings Group Inc’s upcoming earnings report date is Jul 29, 2026 which is in 11 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, missing the consensus estimate of N/A by N/A.
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 $0.086 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -2.738%.
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
Neutral
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
24.27%
12-Months-Change
Fundamentals
Return on Equity
5.95%
Trailing 12-Months
Asset Growth
11.40%
Trailing 12-Months
Company Description
Westwood Holdings Group Inc
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Technical Analysis
Oppenheimer Holdings
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Siebert Financial
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Perella Weinberg Partners
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Ownership Overview
14.82% Insiders
17.28% Mutual Funds
0.11% Other Institutional Investors
59.24% Public Companies and
Individual Investors