Westwood Holdings Group Inc (WHG)
NYSE:WHG
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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 - $18.99
Previous CloseN/A
Volume5.18K
Average Volume (3M)12.79K
Market Cap
$175.84M
Enterprise Value$157.32M
Total Cash (Recent Filing)$23.41M
Total Debt (Recent Filing)$10.02M
Price to Earnings (P/E)20.8
Beta0.59
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 Cap0.89
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 sizable equity gives durable financial flexibility: it supports distributions, funds product launches and fundraising, and buffers revenue volatility. This structural strength lowers financing risk and preserves capacity for strategic investments over 2–6 months.
Strong Free Cash GenerationConsistent recent operating and free cash flow that tracks reported earnings underpins durable internal funding for dividends, investments, and working capital. Reliable cash conversion supports shareholder returns and operational resilience despite possible market-driven AUM swings.
Private Capital Fundraising SuccessMaterial private capital raises and deployment establish a recurring fee stream and diversify revenue away from pure AUM market sensitivity. Scaling private funds improves fee predictability, deepens institutional relationships, and supports long-term AUM resilience and product mix expansion.
Bears Say
Multi-year Profitability VolatilityMulti-year swings in earnings and cash flow indicate underlying sensitivity to market cycles and performance variability across strategies. This reduces predictability of fee income and makes capital allocation, dividend sustainability, and budgeting for growth initiatives less certain over the medium term.
Net Outflows And Mixed Client FlowsOngoing net outflows, especially in intermediary channels, directly pressure AUM-linked revenues and operating leverage. If persistent, flows can erode fee base, force margin trade-offs or higher sales investment, and make the business more reliant on market appreciation to hit revenue targets.
Concentration In Energy/real AssetsA meaningful shift toward energy and real assets concentrates revenue and performance exposure to commodity cycles and sector liquidity. While currently accretive, this concentration raises downside risk if energy markets reverse or if sector fundraising/lifecycle dynamics slow.
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 $18.99 in the past 12 months.
What is Westwood Holdings Group Inc’s market cap?
Westwood Holdings Group Inc’s market cap is $175.84M.
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 33 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.
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 -2.738%.
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
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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.
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 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
15.09% Insiders
17.34% Mutual Funds
22.37% Other Institutional Investors
37.47% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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