WHG
Westwood Holdings Group, Inc.
Set alert
18.84 USD -0.10 -0.53%
18.79 Day range 18.84
14.76 52-week range 20.34
- YTD
- +9.47%
- 1 year
- +15.87%
- Open
- 19.02
- Prev close
- 18.94
- Mkt cap
- 179.79M
- Vol
- 5.50K
- Avg vol
- 16.68K
- EPS
- 0.86
- P/E
- 21.91
- Div yield
- 3.92%
More statistics
- Low
- 18.79
- High
- 18.84
- Forward P/E
- 0.00
- Beta
- 1.14
- Short ratio
- 0.09
- Inst. own
- 60.37%
- Dividend
- 0.60
- Ex-div date
- Dec 1, 2024
- 50-d avg
- 15.62
- 200-d avg
- 13.44
- 1y target
- 0.00
Key statistics
- Market cap
- 139.91M
- Enterprise value
- 81.77M
- Trailing P/E
- 45.73
- Forward P/E
- 0.00
- PEG ratio
- 0.00
- Price / sales
- 1.51
- Price / book
- 1.04
- EPS (TTM)
- 0.33
- Beta
- 1.14
- Dividend yield
- 3.92%
- Payout ratio
- 181.82%
- Profit margin
- 2.96%
- Revenue (TTM)
- 92.37M
- Revenue growth
- 8.40%
- Free cash flow
- 10.19M
- Total cash
- 48.31M
- Total debt
- 3.56M
- Return on equity
- 2.24%
- Shares outstanding
- 9.27M
- Short % of float
- 0.02%
- 50-day average
- 15.62
- 200-day average
- 13.44
Analyst view
Consensus: none
Price target (mean) 0.00
Next earnings
Consensus EPS estimate 0.00.
Financials — quick view
WHG Revenue — quarterly 25.34M
WHG Net income — quarterly 1.52M
WHG EPS — quarterly 0.18
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Oct 30, 2024 | Sep 1, 2024 | 0.00 | 0.13 | — | — |
| Jul 31, 2024 | Jun 1, 2024 | 0.00 | -0.06 | — | — |
| May 1, 2024 | Mar 1, 2024 | 0.00 | 0.36 | — | — |
| Feb 14, 2024 | Dec 1, 2023 | 0.00 | 0.63 | — | — |
| Oct 31, 2023 | Sep 1, 2023 | 0.00 | 0.77 | — | — |
| Aug 2, 2023 | Jun 1, 2023 | 0.00 | 0.70 | — | — |
About 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.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- westwoodgroup.com
News
- Does It Matter Which Exchange Your ETF Lists On?
- Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast
- The Texas Stock Exchange Has Its First New ETF. Its Power Bet Also Sells Calls
- Transcript: Westwood Holdings Gr Q2 2026 Earnings Conference Call
- Head to Head Review: Westwood Holdings Group (NYSE:WHG) versus Intercontinental Exchange (NYSE:ICE)
- Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange
- Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
- Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange
- Westwood Salient Enhanced Energy Income ETF (WEEI) Surpasses $100 Million in Assets
- Westwood Holdings Group Q2 Earnings Call Highlights
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BENNETT LEAH R | Officer | Stock Award(Grant) | Feb 22, 2024 | 56,021 |
| BOWMAN RANDY A | Director | Stock Award(Grant) | May 29, 2024 | 26,062 |
| CASEY BRIAN O | Chief Executive Officer | Stock Award(Grant) | Feb 22, 2024 | 480,214 |
| FORBES MURRAY III | Chief Financial Officer | Stock Award(Grant) | Feb 22, 2024 | 49,757 |
| FRANK RICHARD M | Chairman of the Board | Stock Award(Grant) | May 19, 2024 | 82,228 |
| GOMEZ FABIAN | President | Stock Award(Grant) | Feb 22, 2024 | 84,138 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 6.30% | 584,118 | 8.81M | Sep 29, 2024 |
| Deprince, Race & Zollo, Inc. | 4.93% | 457,263 | 6.90M | Sep 29, 2024 |
| Gamco Investors Inc | 4.82% | 446,700 | 6.74M | Sep 29, 2024 |
| Renaissance Technologies, LLC | 4.66% | 432,332 | 6.52M | Sep 29, 2024 |
| Vanguard Group Inc | 4.36% | 404,387 | 6.10M | Sep 29, 2024 |
| North Star Investment Management Corp | 3.87% | 358,978 | 5.42M | Sep 29, 2024 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Allspring Special Small Cap Value Fund | 5.15% | 477,183 | 7.20M | Oct 30, 2024 |
| Vanguard Total Stock Market Index Fund | 2.99% | 277,674 | 4.19M | Sep 29, 2024 |
| Northern Lights Fd Tr II-North Star Dividend Fd | 1.66% | 153,700 | 2.32M | Aug 30, 2024 |
| Russell Inv Co-U.S. Small Cap Equity Fund | 1.40% | 129,447 | 1.95M | Jul 30, 2024 |
| Vanguard Extended Market Index Fund | 1.22% | 113,259 | 1.71M | Sep 29, 2024 |
| Aegis Value, Inc. | 1.05% | 97,606 | 1.47M | Sep 29, 2024 |