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Westwood Holdings Group Inc (WHG)
NYSE:WHG
US Market
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Westwood Holdings Group (WHG) Stock Statistics & Valuation Metrics

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Total Valuation

Westwood Holdings Group has a market cap or net worth of $182.77M. The enterprise value is $164.88.
Market Cap$182.77M
Enterprise Value$164.88

Share Statistics

Westwood Holdings Group has 9,484,473 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding9,484,473
Owned by Insiders14.89%
Owned by Institutions23.10%

Financial Efficiency

Westwood Holdings Group’s return on equity (ROE) is 0.06 and return on invested capital (ROIC) is 3.69%.
Return on Equity (ROE)0.06
Return on Assets (ROA)0.04
Return on Invested Capital (ROIC)3.69%
Return on Capital Employed (ROCE)0.05
Revenue Per Employee660.55K
Profits Per Employee47.82K
Employee Count148
Asset Turnover0.60
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Westwood Holdings Group is 20.9. Westwood Holdings Group’s PEG ratio is 0.10.
PE Ratio20.9
PS Ratio1.47
PB Ratio1.15
Price to Fair Value1.15
Price to FCF8.06
Price to Operating Cash Flow9.05
PEG Ratio0.10

Income Statement

In the last 12 months, Westwood Holdings Group had revenue of 97.76M and earned 7.08M in profits. Earnings per share was 0.84.
Revenue97.76M
Gross Profit84.61M
Operating Income6.91M
Pretax Income9.68M
Net Income7.08M
EBITDA14.12M
Earnings Per Share (EPS)0.84

Cash Flow

In the last 12 months, operating cash flow was 18.58M and capital expenditures -2.90M, giving a free cash flow of 15.69M billion.
Operating Cash Flow18.58M
Free Cash Flow15.69M
Free Cash Flow per Share1.65

Dividends & Yields

Westwood Holdings Group pays an annual dividend of $0.15, resulting in a dividend yield of 3.08%
Dividend Per Share$0.15
Dividend Yield3.08%
Payout Ratio49.22%
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta0.56
52-Week Price Change12.25%
50-Day Moving Average18.92
200-Day Moving Average17.11
Relative Strength Index (RSI)50.99
Average Volume (3m)12.79K

Important Dates

Westwood Holdings Group upcoming earnings date is Nov 4, 2026, After Close (Confirmed).
Last Earnings DateAug 6, 2026
Next Earnings DateNov 4, 2026
Ex-Dividend Date

Financial Position

Westwood Holdings Group as a current ratio of 1.81, with Debt / Equity ratio of 9.82%
Current Ratio1.81
Quick Ratio1.81
Debt to Market Cap0.00
Net Debt to EBITDA-1.14
Interest Coverage Ratio0.00

Taxes

In the past 12 months, Westwood Holdings Group has paid 2.60M in taxes.
Income Tax2.60M
Effective Tax Rate0.27

Enterprise Valuation

Westwood Holdings Group EV to EBITDA ratio is 9.07, with an EV/FCF ratio of 7.16.
EV to Sales1.31
EV to EBITDA9.07
EV to Free Cash Flow7.16
EV to Operating Cash Flow7.13

Balance Sheet

Westwood Holdings Group has $22.62M in cash and marketable securities with $12.41M in debt, giving a net cash position of $10.21M billion.
Cash & Marketable Securities$22.62M
Total Debt$12.41M
Net Cash$10.21M
Net Cash Per Share$1.08
Tangible Book Value Per Share$8.24

Margins

Gross margin is 76.41%, with operating margin of 7.06%, and net profit margin of 7.24%.
Gross Margin76.41%
Operating Margin7.06%
Pretax Margin9.90%
Net Profit Margin7.24%
EBITDA Margin14.45%
EBIT Margin9.90%

Analyst Forecast

The average price target for Westwood Holdings Group is ―, which is 11.43% higher than the current price. The consensus rating is ―
Price Target
Price Target Upside
Analyst Consensus
Analyst Count0
Revenue Growth Forecast7.70%
EPS Growth Forecast110.71%

Scores

Smart Score4
AI Score