WHG Stock Overview
Through its subsidiaries, manages investment assets and provides services for its clients. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 2/6 |
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Westwood Holdings Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$16.51 |
| 52 Week High | US$18.03 |
| 52 Week Low | US$11.01 |
| Beta | 0.83 |
| 1 Month Change | 10.66% |
| 3 Month Change | 6.86% |
| 1 Year Change | 37.24% |
| 3 Year Change | 5.50% |
| 5 Year Change | -14.77% |
| Change since IPO | 1.60% |
Recent News & Updates
Recent updates
Shareholders Will Probably Hold Off On Increasing Westwood Holdings Group, Inc.'s (NYSE:WHG) CEO Compensation For The Time Being
Apr 23
Westwood Holdings' Fundamentals Remain Negative, With Net Client Outflows - Still A Hold
Jan 08Westwood Holdings Group (NYSE:WHG) Is Paying Out A Dividend Of $0.15
Nov 04Even With A 25% Surge, Cautious Investors Are Not Rewarding Westwood Holdings Group, Inc.'s (NYSE:WHG) Performance Completely
Oct 18Westwood Holdings Group (NYSE:WHG) Has Affirmed Its Dividend Of $0.15
Nov 04Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15
Aug 29Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15
Aug 13Westwood Holdings Group (NYSE:WHG) Will Pay A Dividend Of $0.15
Apr 30Westwood Holdings Non-GAAP EPS of -$0.09, revenue of $20.46M
Feb 15Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15
Nov 17Westwood Holdings Non-GAAP EPS of $0.20, revenue of $15.6M
Jul 27Shareholder Returns
| WHG | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -0.5% | 3.3% | 2.2% |
| 1Y | 37.2% | 19.4% | 8.2% |
Return vs Industry: WHG exceeded the US Capital Markets industry which returned 20% over the past year.
Return vs Market: WHG exceeded the US Market which returned 9.3% over the past year.
Price Volatility
| WHG volatility | |
|---|---|
| WHG Average Weekly Movement | 6.1% |
| Capital Markets Industry Average Movement | 5.5% |
| Market Average Movement | 7.8% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 4.1% |
Stable Share Price: WHG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: WHG's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1983 | 151 | Brian Casey | www.westwoodgroup.com |
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.
Westwood Holdings Group, Inc. Fundamentals Summary
| WHG fundamental statistics | |
|---|---|
| Market cap | US$146.40m |
| Earnings (TTM) | US$397.00k |
| Revenue (TTM) | US$95.24m |
345.5x
P/E Ratio1.4x
P/S RatioIs WHG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WHG income statement (TTM) | |
|---|---|
| Revenue | US$95.24m |
| Cost of Revenue | US$55.80m |
| Gross Profit | US$39.44m |
| Other Expenses | US$39.04m |
| Earnings | US$397.00k |
Last Reported Earnings
Mar 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.048 |
| Gross Margin | 41.41% |
| Net Profit Margin | 0.42% |
| Debt/Equity Ratio | 0% |
How did WHG perform over the long term?
See historical performance and comparisonDividends
3.6%
Current Dividend Yield1,240%
Payout RatioDoes WHG pay a reliable dividends?
See WHG dividend history and benchmarks| Westwood Holdings Group dividend dates | |
|---|---|
| Ex Dividend Date | Jun 02 2025 |
| Dividend Pay Date | Jul 01 2025 |
| Days until Ex dividend | 27 days |
| Days until Dividend pay date | 56 days |
Does WHG pay a reliable dividends?
See WHG dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/05/05 11:23 |
| End of Day Share Price | 2025/05/05 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Westwood Holdings Group, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Anita Soni | CIBC Capital Markets |
| Raghavendra Welankiwaris | Virtua Research Inc. |