Westwood Holdings Group, Inc. WHG
Set alert
19.03 USD -0.16 -0.83%
As of Nov 3, 11:02 AM ET
18.88 Day range 19.03
14.70 52-week range 20.97
- YTD
- +10.58%
- 1 year
- +13.68%
- Open
- 18.61
- Prev close
- 19.19
- Mkt cap
- 181.61M
- Vol
- 1.98K
- Avg vol
- 16.06K
- EPS
- 0.86
- P/E
- 22.13
- Div yield
- 3.17%
More statistics
- Low
- 18.88
- High
- 19.03
- 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
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
- Transcript: Westwood Holdings Gr Q2 2026 Earnings Conference Call
- Westwood Holdings Gr Q2 Adj. EPS $0.33 Up From $0.32 YoY, Sales $25.343M Up From $23.120M YoY
- Full Transcript: Westwood Holdings Gr Q1 2026 Earnings Call
- Westwood Holdings Gr Q1 Adj. EPS $0.31 Up From $0.29 YoY, Sales $24.966M Up From $23.252M YoY
- Earnings Scheduled For April 30, 2026
- Westwood Holdings Gr Q4 Adj. EPS $0.36 Down From $0.39 YoY, Sales $27.101M Up From $25.582M YoY
- Earnings Scheduled For February 13, 2026
- Westwood Holdings Gr Q3 Adj. EPS $0.64 Up From $0.13 YoY, Sales $24.289M Up From $23.719M YoY
- Earnings Scheduled For October 30, 2025
- Earnings Scheduled For August 8, 2025
Your note
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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 |