Westwood Holdings Group, Inc. WHG
Set alert
18.84 USD -0.10 -0.53%
At close · Oct 30
18.84 0.00 0.00%
After hours · Oct 30, 4:00 PM ET
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
2Y chart
Events in this range
- Dec 2, 2024Dividend: 0.15
- Mar 3, 2025Dividend: 0.15
- Jun 2, 2025Dividend: 0.15
- Sep 2, 2025Dividend: 0.15
- Dec 1, 2025Dividend: 0.15
- Mar 3, 2026Dividend: 0.15
- Jun 1, 2026Dividend: 0.15
- Sep 1, 2026Dividend: 0.15
Signals (126)
| Name | Date | Ago |
|---|---|---|
| MACD: Buy Signal | Oct 29, 2026 | 3 days ago |
| MACD: Sell Signal | Oct 16, 2026 | 2 weeks ago |
| SMA: Bullish | Oct 14, 2026 | 2 weeks ago |
| MACD: Buy Signal | Oct 13, 2026 | 2 weeks ago |
| MACD: Sell Signal | Oct 12, 2026 | 2 weeks ago |
| SMA: Bearish | Oct 9, 2026 | 3 weeks ago |
| SMA: Bullish | Oct 7, 2026 | 3 weeks ago |
| SMA: Bearish | Oct 5, 2026 | 3 weeks ago |
| SMA: Bullish | Oct 1, 2026 | 1 month ago |
| SMA: Bearish | Sep 29, 2026 | 1 month ago |
| SMA: Bullish | Sep 28, 2026 | 1 month ago |
| MACD: Buy Signal | Sep 24, 2026 | 1 month ago |
| SMA: Bearish | Aug 31, 2026 | 2 months ago |
| MACD: Sell Signal | Aug 31, 2026 | 2 months ago |
| MACD: Buy Signal | Aug 26, 2026 | 2 months ago |
| SMA: Bullish | Aug 25, 2026 | 2 months ago |
| SMA: Bearish | Aug 24, 2026 | 2 months ago |
| MACD: Sell Signal | Aug 24, 2026 | 2 months ago |
| MACD: Buy Signal | Aug 20, 2026 | 2 months ago |
| MACD: Sell Signal | Jul 10, 2026 | 3 months ago |
| RSI: Overbought | Jun 26, 2026 | 4 months ago |
| RSI: Overbought | Jun 18, 2026 | 4 months ago |
| SMA: Bullish | Jun 4, 2026 | 5 months ago |
| SMA: Bullish | Jun 2, 2026 | 5 months ago |
| SMA: Bearish | Jun 1, 2026 | 5 months ago |
| SMA: Bullish | May 26, 2026 | 5 months ago |
| MACD: Buy Signal | May 26, 2026 | 5 months ago |
| SMA: Bearish | May 14, 2026 | 5 months ago |
| SMA: Bullish | May 7, 2026 | 5 months ago |
| SMA: Bearish | May 1, 2026 | 6 months ago |
| MACD: Sell Signal | May 1, 2026 | 6 months ago |
| SMA: Bearish | Apr 29, 2026 | 6 months ago |
| SMA: Bullish | Apr 28, 2026 | 6 months ago |
| MACD: Buy Signal | Apr 27, 2026 | 6 months ago |
| SMA: Bullish | Apr 24, 2026 | 6 months ago |
| MACD: Sell Signal | Apr 23, 2026 | 6 months ago |
| SMA: Bearish | Apr 21, 2026 | 6 months ago |
| SMA: Bullish | Apr 17, 2026 | 6 months ago |
| SMA: Bearish | Apr 15, 2026 | 6 months ago |
| SMA: Bullish | Apr 13, 2026 | 6 months ago |
| MACD: Buy Signal | Mar 20, 2026 | 7 months ago |
| SMA: Bearish | Mar 5, 2026 | 8 months ago |
| MACD: Sell Signal | Mar 5, 2026 | 8 months ago |
| SMA: Bullish | Mar 4, 2026 | 8 months ago |
| MACD: Buy Signal | Mar 4, 2026 | 8 months ago |
| SMA: Bearish | Mar 3, 2026 | 8 months ago |
| SMA: Bullish | Mar 2, 2026 | 8 months ago |
| SMA: Bearish | Feb 27, 2026 | 8 months ago |
| SMA: Bullish | Feb 25, 2026 | 8 months ago |
| SMA: Bearish | Feb 20, 2026 | 8 months ago |
| SMA: Bullish | Feb 18, 2026 | 8 months ago |
| SMA: Bearish | Feb 17, 2026 | 8 months ago |
| SMA: Bearish | Feb 13, 2026 | 8 months ago |
| MACD: Sell Signal | Jan 27, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 15, 2026 | 9 months ago |
| SMA: Bullish | Jan 8, 2026 | 9 months ago |
| SMA: Bearish | Jan 7, 2026 | 9 months ago |
| MACD: Sell Signal | Dec 30, 2025 | 10 months ago |
| RSI: Overbought | Dec 19, 2025 | 10 months ago |
| RSI: Overbought | Dec 15, 2025 | 10 months ago |
| SMA: Bullish | Dec 11, 2025 | 10 months ago |
| SMA: Bullish | Dec 10, 2025 | 10 months ago |
| SMA: Bearish | Dec 8, 2025 | 10 months ago |
| SMA: Bearish | Dec 4, 2025 | 11 months ago |
| SMA: Bullish | Dec 3, 2025 | 11 months ago |
| SMA: Bullish | Dec 3, 2025 | 11 months ago |
| SMA: Bearish | Dec 2, 2025 | 11 months ago |
| SMA: Bearish | Dec 1, 2025 | 11 months ago |
| SMA: Bullish | Nov 25, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 24, 2025 | 11 months ago |
| SMA: Bullish | Nov 21, 2025 | 11 months ago |
| MACD: Sell Signal | Nov 13, 2025 | 11 months ago |
| SMA: Bearish | Nov 12, 2025 | 11 months ago |
| SMA: Bearish | Nov 6, 2025 | 11 months ago |
| SMA: Bullish | Nov 5, 2025 | 12 months ago |
| MACD: Buy Signal | Oct 17, 2025 | 1 year ago |
| SMA: Bearish | Sep 22, 2025 | 1 year ago |
| SMA: Bullish | Sep 19, 2025 | 1 year ago |
| SMA: Bearish | Sep 12, 2025 | 1 year ago |
| SMA: Bullish | Sep 11, 2025 | 1 year ago |
| SMA: Bearish | Sep 10, 2025 | 1 year ago |
| SMA: Bullish | Sep 9, 2025 | 1 year ago |
| SMA: Bearish | Sep 8, 2025 | 1 year ago |
| MACD: Sell Signal | Aug 27, 2025 | 1 year ago |
| MACD: Buy Signal | Aug 22, 2025 | 1 year ago |
| MACD: Sell Signal | Aug 1, 2025 | 1 year ago |
| RSI: Overbought | Jul 28, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 21, 2025 | 1 year ago |
| SMA: Bullish | Jul 16, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 16, 2025 | 1 year ago |
| SMA: Bearish | Jul 15, 2025 | 1 year ago |
| SMA: Bullish | Jul 7, 2025 | 1 year ago |
| MACD: Buy Signal | Jul 7, 2025 | 1 year ago |
| SMA: Bearish | Jul 2, 2025 | 1 year ago |
| MACD: Sell Signal | Jul 2, 2025 | 1 year ago |
| SMA: Bullish | Jul 1, 2025 | 1 year ago |
| SMA: Bearish | Jun 27, 2025 | 1 year ago |
| SMA: Bullish | Jun 16, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 3, 2025 | 1 year ago |
| SMA: Bearish | May 6, 2025 | 1 year ago |
| MACD: Sell Signal | May 6, 2025 | 1 year ago |
| SMA: Bullish | Apr 17, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 17, 2025 | 1 year ago |
| SMA: Bearish | Apr 10, 2025 | 1 year ago |
| SMA: Bullish | Apr 9, 2025 | 1 year ago |
| SMA: Bearish | Apr 3, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 3, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 19, 2025 | 1 year ago |
| SMA: Bullish | Mar 13, 2025 | 1 year ago |
| SMA: Bearish | Mar 7, 2025 | 1 year ago |
| SMA: Bullish | Mar 5, 2025 | 1 year ago |
| SMA: Bearish | Mar 4, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 25, 2025 | 1 year ago |
| SMA: Bullish | Feb 4, 2025 | 1 year ago |
| SMA: Bearish | Feb 3, 2025 | 1 year ago |
| SMA: Bullish | Jan 31, 2025 | 1 year ago |
| SMA: Bearish | Jan 30, 2025 | 1 year ago |
| SMA: Bullish | Jan 29, 2025 | 1 year ago |
| SMA: Bearish | Jan 28, 2025 | 1 year ago |
| SMA: Bullish | Jan 23, 2025 | 1 year ago |
| SMA: Bearish | Jan 21, 2025 | 1 year ago |
| SMA: Bullish | Jan 17, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 17, 2025 | 1 year ago |
| MACD: Sell Signal | Jan 10, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 7, 2025 | 1 year ago |
| RSI: Oversold | Dec 30, 2024 | 1 year ago |
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?
- 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
- Earnings Scheduled For April 30, 2026
- Earnings Scheduled For February 13, 2026
- Earnings Scheduled For October 30, 2025
- Earnings Scheduled For August 8, 2025
- Earnings Scheduled For April 30, 2025
- Earnings Scheduled For February 12, 2025
- 12 Financials Stocks Moving In Monday's Intraday Session
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 |