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WHG Stock Chart & Stats
$19.48
$0.41(2.10%)
At close: 4:00 PM EDT
$19.48
$0.41(2.10%)
Day’s Range― - ―
52-Week Range$14.70 - $20.97
Previous Close$19.48
Volume6.13K
Average Volume (3M)12.79K
Market Cap
$181.44M
Enterprise Value$164.88
Total Cash (Recent Filing)$22.62M
Total Debt (Recent Filing)$12.41M
Price to Earnings (P/E)20.6
Beta0.56
Next Earnings
Nov 04, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield3.15%
Share Statistics
EPS (TTM)0.93
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
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
Balance Sheet StrengthZero debt and a sizable equity base provide durable financial flexibility, lowering solvency risk and supporting capital returns or opportunistic investment. This reduces refinancing and interest-rate exposure, enabling management to execute growth initiatives and sustain dividends through market cycles.
ETF & Private Capital Scale-UpGrowing ETF and private capital businesses diversify fee mix toward higher-margin, scaleable products. As AUM in ETFs and private funds expands, average fee rates and future performance fees/carry potential can lift revenue stability and reduce reliance on legacy strategies over the medium term.
Long-Term Strategy PerformanceTop-quartile and top-decile long-term performance supports distribution and retention, underpinning institutional and wealth channel relationships. Persistent outperformance strengthens the firm’s reputation and aids organic AUM growth and consultant placement over multiple market cycles.
Bears Say
Large Net OutflowsConcentrated, large redemptions materially reduce AUM-linked fee revenue and reveal client concentration and strategy risk. Persistent or repeat outflows can erode economics, force higher marketing spend, and pressure margins, making revenue and earnings more sensitive to fundraising execution.
Cash Flow VolatilityA sharp year-over-year free cash flow decline and historical variability indicate inconsistent cash conversion. This elevates risk around sustaining dividends, funding growth investments, and absorbing setbacks; predictable cash generation is vital for long-term capital allocation.
Private Capital Earnings Not Yet RealizedPrivate capital offers higher fees and potential carry, but absent realized carry today, earnings hinge on future fund performance and fundraising. This creates execution risk: scaling commitments, achieving preferred returns, and capturing carry are required before the business materially shifts fee profile.
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 $181.44M.
When is Westwood Holdings Group Inc’s upcoming earnings report date?
Westwood Holdings Group Inc’s upcoming earnings report date is Nov 04, 2026 which is in 84 days.
How were Westwood Holdings Group Inc’s earnings last quarter?
Westwood Holdings Group Inc released its earnings results on Aug 06, 2026. The company reported $0.167 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 3.15%. 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 $0.167 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 2.053%.
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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Blogger Sentiment
Neutral
WHG Sentiment 100%
Sector Average 55%
Sector Average 55%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
24.27%
12-Months-Change
Fundamentals
Return on Equity
3.15%
Trailing 12-Months
Asset Growth
6.22%
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
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presented a mix of encouraging operational and financial progress—revenue and net income improvements, growing ETF and private capital businesses, strong long-term strategy rankings, product launches, and a declared dividend—balanced against material net outflows (notably $1.6B) concentrated in legacy value strategies, continued shift toward passive products, and near-term expense and tax pressures. Management framed outflows as anticipated and emphasized a robust pipeline and strategic repositioning toward ETFs, alternatives, and Managed Investment Solutions.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
14.89% Insiders
17.28% Mutual Funds
9.14% Other Institutional Investors
49.88% Public Companies and
Individual Investors